HomeMy WebLinkAboutContract 32228 CITY SECF
CON R CT NO.Y as a
CONTRACT
BETWEEN THE
CITY OF FORT WORTH
AND
SCHALLER CONSULTING
This Contract is made and entered into by and between the City of Fort
Worth, a home-rule municipal corporation of the State of Texas, located within
Tarrant, Denton and Wise Counties, (herein after referred to as the "CITY"),
acting by and through its duly authorized City Manager, and Schaller Consulting,
acting by and through its duly authorized Principal.
WITNESSETH :
WHEREAS, requests for grants of privilege received from ground
transportation service providers for shuttles, horse-drawn carriages and pedicabs
are reviewed by the City Council of Fort Worth as adopted by Ordinance No.
15655.
WHEREAS, questions regarding the appropriate number of taxicabs and
limousines that at are authorized to operate on public streets, alleys, and
thoroughfares of the City of Fort Worth have arisen; and
WHEREAS, the City Council of Fort Worth has directed Staff to determine
the appropriate number of ground transportation service providers needed in the
City of Fort Worth
WHEREAS, Staff desires to use the services of Schaller Consulting to
conduct a study to determine the appropriate number of ground transportation
providers as part of a comprehensive study to accomplish directive of the City
Council of Fort Worth.
NOW THEREFORE, in consideration for the covenants and agreement
hereafter set forth, it is mutually agreed as follows:
1. SCOPE OF SERVICES
Consultant hereby agrees to provide the City with professional consulting
services in the administration of a comprehensive ground transportation study.
The scope of the study to be conducted by the Consultant is described in detail in
Exhibits "A" and "B" attached hereto and hereby made a part of this F
for all purposes.
1
2. COMPENSATION
The CITY agrees to pay Consultant an amount not to exceed sixty-one thousand
three hundred and ninety-five ($61,395.00) Dollars to conduct a comprehensive
ground transportation study. Fees will be billed monthly, with payment being due
within thirty (30) days from the date the invoice is received.
All funds received by Consultant from the CITY shall be expended on a ground
transportation study as agreed to by the CITY.
3. Term
The term of this Contract shall commence upon the date that both the City and
Consultant have executed this agreement ("Effective Date") and shall continue in
full force and effect until completion of the project, unless terminated earlier in
accordance with the provisions of this agreement, or when the City provides
Schaller with written notice that Schaller has fulfilled its obligation under this
contract and that Schaller's services are no longer required.
4. AUDIT
The City shall have, for three (3) years following the termination of this
Agreement and upon reasonable advance notice, access to and the right to
examine and audit any books, documents, papers, records or other data of
Consultant that involve transactions relating to this Agreement. Accordingly,
Consultant shall provide the City with access during normal working hours to all
of Consultant's facilities and with appropriate workspace at Consultant's facilities
necessary for the City to conduct examinations and audits in accordance with
this Agreement.
5. TERMINATION
Termination of this Agreement without cause may be made by either party upon
thirty (30) days written notice. Said termination notice shall be considered
rendered when placed in the United States Postal Service for delivery to the
other party. Upon termination, the parties shall be released from all obligations
contained in Agreement except for the Indemnification section in paragraph 6,
below.
6. INDEMNIFICATION
Consultant shall indemnify and hold the City and its officers, agents and
employees harmless From any loss, damage liability or expense for damage to
property and injuries, including death, to any person, including but not limited to
officers, agents or employees of Consultant or subcontractors, which may arise
out of any negligent act, error or omission in the performance of this
Consultant shall defend at his own expense any suits or other proceedings
brought against the City, its officers, agents and employees, or any of them,
resulting from such negligent act, error or omission; and shall pay all expenses
and satisfy all judgments which may be incurred by or rendered against them or
any of them in connection therewith resulting from such Consultant's negligent
act, error or omission.
7. INSURANCE
Consultant shall provide and deliver to the City a certificate of insurance
documenting policies in the following coverage at minimum limits that are to be in
effect prior to commencement of work under this Agreement:
Commercial General Liability Insurance
$1,000,000 each occurrence
$1,000,000 aggregate
8. INDEPENDENT CONTRACTOR
It is understood and agreed that the relationship of Consultant to the City shall be
that of an independent contractor for all purposes and in regard to all matters
arising out of this license agreement. Consultant shall operate hereunder as an
independent contractor and not as an agent, representative or employee of the
City. Consultant shall have exclusive control of and the exclusive right to control
its employees and the details of its operations on the premises and shall be
solely responsible for the acts and omissions of its officers, agents, employees,
contractors and subcontractors. The doctrine of respondeat superior shall not
apply as between Consultant and the City, its officers, agents, employees,
contractors and subcontractors, and nothing herein shall be construed as
creating a partnership or joint enterprise between Consultant and the City.
9. ASSIGNMENT
Any assignment, transfer or attempted transfer of assignment of this agreement
to any other person, firm, or entity shall be void unless the CITY previously
approved such assignment or transfer. Upon reassignment, the new person,
firm, or entity shall assume all rights, duties and obligations possessed by
Consultant under this agreement.
10. ENTIRETY
This Agreement is the final, entire and complete Agreement between Consultant
and the CITY and supercedes any prior and contemporaneous negotiations,
understandings, representations and/or agreements between the parties.
11. VENUE
This Agreement shall be construed in accordance with the laws of the State of
Texas. Exclusive venue for any lawsuits or actions of law or inequity arising
hereunder shall be in state courts located in Tarrant County, Texas or the United
States District Court for the Northern District of Texas, Fort Worth Division.
... .. 3
12. NOTICES
Notices required pursuant to the provisions of this Agreement shall be
conclusively determined to have been delivered when (1) hand-delivered to the
other party, its agents, employees, servants or representatives, (2) delivered by
facsimile with electronic confirmation of the transmission, or (3) received by the
other party by United States Mail, registered, return receipt requested,
addressed as follows:
To THE CITY: To CONSULTANT:
City of Fort Worth/Municipal Court Schaller Consulting
1000 Throckmorton 94 Windsor Place
Fort Worth TX 76102-6311 Brooklyn, NY 11215
Facsimile: (817) 392-6723 Facsimile: (718) 768-5985
Elsa Paniagua will be the representative for the Municipal Court in regard to the
implementation of this agreement and for the ensuring compliance with all terms
and conditions thereof. This individual may be contacted at 817-392-6760.
The signature below indicates the agreement and acceptance of the above terms
and conditions.
Executed on this the day of
2005.
ATTEST CITY OF FORT WORTH
City Secretary J�:C_i�tyManager
& - lye-t3
APPROVED AS TO FORM contract :,uthorizatioa
AND LEGALITY:
dw
Date
J,J
Assistant City Attorney
SCHALLER CONSULTING
By.')
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Exhibit "A"
Proposal for
Independent Taxi and Limousine
Study
Submitted to:
City of Fort Worth
September 30, 2004
Schaller Consulting
94 Windsor Place, Brooklyn, NY
(718)768-3487
schaller@schAerconsult.com
www.schallerconsult.com
In association With
Total Contract Solutions, Inc. and HR Staff Resources &Associates, Inc.
Proposal for
Independent Taxi and Limousine
Study
Submitted to:
City of Fort Worth
September 30, 2004
Schaller Consulting
94 Windsor Place, Brooklyn, NY
(718) 768-3487
schaller@schallerconsuic.com
www.schallerconsult.com
In association with
Total Contract Solutions, Inc. and HR Staff Resources &Associates, Inc.
IS-CRALLER
C 0 N S U L T I N 8
OCUSTOMER•FOCUSED SOLUTIONSO
ISeptember 30, 2004
Kevin Karle
Senior Buyer
City of Fort Worth Purchasing Division
1000 Throckmorton Street
IFort Worth, TX 76102
Dear Mr. Karle:
Our experience addressing taxicab and for-hire regulatory issues such as those in the Fort
Worth RFP has repeatedly taught us two lessons. The first is that success is measured by
actual implementation, not just the positing of recommendations. The second is that
limplementation, in-turn, requires both credibility and a consensus-building process. Thus,
I the study of taxi and for-hire issues, while essential, is not by itself sufficient for success.
Recognizing these important lessons, the Schaller Consulting Team is proud to submit our
proposal for the Independent Taxi and Limousine Study. Our team offers four decades of
experience with taxi and for-hire regulation and operations in jurisdictions across the U.S.
The team will be led by Bruce Schaller, Principal of Schaller Consulting and a nationally
recognized expert in the taxicab and for-hire business with experience in the U.S., Canada
and Russia. The second key member of the project team is Charles Johnson, President of
Total Contract Solutions, Inc., an expert in taxicab operations and regulation throughout
the United States. We are pleased to have HR Staff Resources &Associates, Inc, a certified
DBE,join the team to focus on staffing, record keeping and workflow aspects of the project.
Our team offers:
.• Hands-on project leadership and management by the leading professionals in this
field. Mr. Schaller and Mr. Johnson will be fully engaged throughout the project
and account for the large majority of staff hours. Our commitment to the project
means that the study will be tailored to Fort Worth's particular situation and needs
and will not be relegated to mid-level or junior staff or graduate assistants.
• Key local area presence. Total Contract Solutions is located in the DFW Metroplex,
thus providing a local understanding of project issues and broader transportation
system context as well as easy access to you.
• An unparalleled depth of experience with studies of the same scope and complexity.
Just in the past few years, Schaller Consulting has completed regulatory reviews in
Laredo,Anaheim,two jurisdictions in suburban Washington DC, San Jose, San
Diego and Anaheim, and projects addressing similar issues in San Francisco,
Chicago, New York and Boston. We invite you to call our references and hear first-
hand their enthusiasm for the quality and responsiveness of our work.
94 Windsor Place,Brooklyn NY 11215 0 718 768-3487 0 fax 718 768-5985 0 schaller@schallerconsult.com 9 www.sr-h2llcrconsulr.com
• � ii
• A track record of success with these projects—studies delivered on time and on
budget, resulting in adoption by local regulatory authorities with support from
companies and other stakeholders.
• Extensive experience implementing regulatory and operational improvements. Our
experience with implementation means that we can effectively and realistically
assess which regulatory options will best achieve the City's goals.
• A unique combination of regulatory experience— through Bruce Schaller's work
with numerous municipalities and other governmental agencies — and company
operational experience, through Charles Johnson's hands-on management and
private-sector consulting experience. This mix ensures an understanding of the
complete picture and that recommendations are firmly grounded in what works.
We believe that our understanding of taxicab and limousine regulation and operations is a
unique resource, unmatched by any other consultant team. We are excited about the
opportunity to conduct this study for you.
Thank you for your consideration of our proposal.
Sincerely,
y c--.e
Bruce Schaller
Principal
I
Troposal for Independent Taxi and Limousine Study 1
Table of Contents
Tableof Contents................................................................................................................. 1
SectionI. Project Overview.............................................................................................2
Keyissues.............................................................................................................................2
Projectapproach...................................................................................................................5
The Schaller Consulting team.............................................................................................6
TaskItems............................................................................................................................8
Task 1. Review relevant documents and conduct market analysis .........................8
Task 2. Kick-off meeting and initial visit....................................................................8
Task 3. Conduct data collection and analysis...........................................................10
Task 4. Develop regulatory options and review with stakeholders........................12
Task 5. Review regulatory options with stakeholders............ ...................15
Task 6. Prepare draft report and review with City and stakeholders....................15
Task 7. Revise report and make final presentations................................................16
Section11. Qualifications................................................................................................. 17
SchallerConsulting............................................................................................................17
Total Contract Solutions....................................................................................................22
HR Staff Resources &Associates, Inc. .............................................................................24
SectionIII. Schedule.........................................................................................................25
Section IV.Budget.............................................................................................................26
Section V.Resumes...........................................................................................................27
Appendix—Sample Grid..................................................................................................28
Forms....................................................................................................................................29
SCHALLER CONSULTING
Proposal for Independent Taxi and Limousine Study 2
Section I. Project overview
From the consumer's perspective, taxicab and limousine service seems simple. Customers
either call a central company number to arrange for a taxicab or limousine to pick them up, or
they find a cab at a taxi stand. Customers tell the driver where they are going, are provided
point-to-point service from origin to destination, and pay the prescribed fare.
For local governments regulating taxicabs and limousines ("for-hire vehicles"), however, the
industry presents a much more complex challenge. The types of issues that arise with taxi
and limousine services tend to be more complex and varied than for permitting and licensing
other types of businesses. While building and restaurant codes, for example, focus primarily
on health and safety goals, for-hire regulation typically addresses not only health and safety
goals but also the quantity and quality of service and pricing. What number of vehicles and
companies should be authorized? How can service to the entire city be assured? What should
be the standards for service response times, for drivers and for vehicles? How should
standards be enforced? What should be the fare and how should it be set?
Key issues
The overall goal of the issues to be addressed in this study is to determine what is the best
possible for-hire vehicle system for the City of Fort Worth. The issues raised in the scope of
work all relate to quality of taxi and limousine service in Fort Worth:
• Providing quality service to all segments of the population, not just certain segments.
We anticipate segments will be differentiated on geography, income, age, trip length,
disability status and possibly other aspects.
• Determining the number of taxicabs and limousines to be authorized, the method for
determining the number, process for issuance, frequency of review, minimums and
maximums and related issues. This set of issues has a direct impact on the availability
of service to the public. The number of authorized vehicles must be sufficiently large to
ensure adequate supply of service, but not too large so as to result in inadequate
revenues to support the quality of taxicab and driver desired by the City and users.
The number of vehicles also affects the quality of service, since an oversupply of taxis
or limousines will result in insufficient revenue for each vehicle to provide quality
service.
• Street rental fees paid by drivers to companies. Policy on this issue affects both driver
income (and subsequently the attractiveness of the job and the skills and experience
levels of drivers) and company income, with implications for the quality of dispatch
services,vehicles, insurance and other company-funded costs.
• Administrative and enforcement personnel needed. Staffing levels affect service to
both taxi and limo users and to companies and drivers. The selected regulatory
approach likewise drives demand for personnel and level of enforcement needed.
SCHALLER CONSULTING
Proposal for Inciependenc Taxi and Limousine Study 3
• Applicants' documentation and efficient processing are important as a matter of public
safety, to ensure that only qualified drivers are licensed. The efficiency of the process
affects time and possibly monetary costs to both the City and industry. These costs are
ultimately passed on to taxi and limousine users and the general public through fares,
fees and taxes.
• Taxi rate of fare, fare determination, reviews and fuel surcharges. The fare should be
affordable to the public while at the same time providing sufficient revenue to the
industry for companies and drivers to meet service goals.
• Acceptance of credit cards affects convenience to consumers, and can also affect taxi
industry revenue, either positively if additional trips are attracted, or negatively in the
impact of credit card fees and processing expenses.
This discussion makes evident the many inter-relationships among these issues and the need
to strike the proper balance in each area. It is also critical to balance the basic regulatory
goals of good quality service, a financially healthy industry and equity between various
industry and customer groups.
Our consideration of these issues resembles the peeling of an onion, since certain issues need
to be considered before others. Three overarching issues need to be addressed before other
more detailed policy issues:
1. The relationship between the taxicab and limousine industries. Under Texas law, local
governments regulate both taxi and limo segments of the for-hire industry. Other Texas cities
such as Houston, San Antonio and Dallas have defined limousines as a higher level of service.
Limousines must generally charge higher fares and provide a higher quality vehicle than
taxicabs. Fort Worth's ordinance appears to distinguish between taxis and limousines on the
basis of the quality of the vehicles used as limousines, with reference to luxury sedans and
stretched vehicles. The method of distinguishing or defining taxis and limousines was not
raised in the RFP and thus we assume that the City plans to continue with the current
approach, although the approach may need to be refined or elaborated, e.g., with fare-related
regulation of limousines.
2. The method for determining the number of authorized taxicabs and limousines. Current
code provides for a "public necessity and convenience" (PNC) review at the City Council level,
for both taxis and limousines, and for both authorization of new companies and for existing
companies to expand their fleets. We will want to develop a rapid understanding, at the
outset of the project, how the PNC process has worked in practice. There is a wide range of
experience with PNC reviews in different jurisdictions. At one extreme, PNC reviews can end
up acting as a hard cap on the number of vehicles and act to exclude the possibility of any new
companies gaining approval (an example is Seattle). At the other extreme, PNC reviews can
be treated as a perfunctory finding and function as essentially open entry systems (an example
is San Jose). In between these extremes are cities that regularly review the number of cabs
and adjust the number based on one or more measures of need and balance.
SCHALLER CONSULTING
Proposal For Independent Taxi and Limousine Study 4
Two other important aspects of PNC reviews should be mentioned:
• Whether PNC reviews are conducted on a company-specific basis or industry-
wide basis. The latter are more common,but the current Fort Worth code provides for
making determinations for each company ("applicant"). This choice, which we have
recommended in other cities, has important implications for how the system functions,
particularly the level of competition and incentives for growth for twd and limo
companies.
f
• Whether the review can result in shrinkage as well as growth of the industry.
Current code appears to provide for growth only, although presumably, companies can
reduce the number of cabs without Council review. Whether and under what
circumstances the City should mandate a reduction in size is an important policy
question. With the oversupply of cabs in Dallas and the open entry situation at DFW,
+ the issue of growth and shrinkage is critical not only on a city but a regional level.
3. The regional situation with the number of taxicabs. Because vehicles operating in Fort
Worth also operate in neighboring jurisdictions, only a portion of the total trips by Fort Worth-
licensed taxis and limousines take place in Fort Worth. Controls on the number of authorized
vehicles might not, in fact, have much practical effect if operators simply add non-city vehicles
and concentrate the service by City-authorized vehicles within the City limits. We have seen
the importance of this consideration in our work in Anaheim and San Jose, which have similar
situations similar to Fort Worth. Regulatory approaches must take account of this dynamic,
for example, by focusing on service outcomes such as response times to all customer segments,
9 rather than inputs such as the number of vehicles.
The apparent oversupply of cabs in Dallas and DFW's open entry policy affect the productivity
7 of Fort Worth cabs that serve on-demand trips that originate at DFW. At the heart of our
recent work in Virginia has been the role of Alexandria cabs that primarily work at Reagan
Washington National Airport, which (similar to DFW) is open to any licensed cab in the
metropolitan area, subject to certain airport licensing procedures. From that project we have.
gained an acute appreciation of the importance of regional airports on city taxi regulation and
developed methods to mitigate potentially negative impacts.
Other project issues will be placed within the context of these three overarching issues. These
other issues include fare determinations, staffing and enforcement, credit card acceptance,
street rental fees and applicants'documentation and efficient processing.
SCHALLER CONSULTING
Proposal for Independent Taxi and Limousine Study 5
Project approach
We are committed to working closely with the City, taxi industry representatives and other
interested.parties to (1) achieve a thorough understanding of taxi and limousine issues and
industry operations in Forth Worth; (2) develop and review a series of regulatory alternatives;
and (3) address administrative, implementation and political realities, as appropriate, to
develop the best possible for-hire services and industries in Fort Worth.
As we will detail in the task descriptions, we envision a collaborative, interactive project
process. Our experience is that a collaborative process is essential to achieving resolution of
issues in the for-hire area. This is a substantive matter, since the national expertise of the
project team is best utilized when we understand your history, current needs and goals and
how each constituency group is likely to perceive a given set of regulatory changes. The need
for a collaborative process is also critical for process reasons. A collaborative process helps
each constituency group understand regulatory options, think through what are their best
interests, and communicate their concerns and issues to the consultant team. A collaborative
process also helps develop buy-in for our recommendations.
A hallmark of our approach is to focus on interests and not positions. Under this approach,
issues are viewed as questions to be answered, positions as one party's answer to these
questions, and interests as the reasons stakeholders hold such a position. Concentrating on
interests rather than positions helps to focus everyone on the implications of different options
for each group—rather than focusing on whether a given group's position is being favored.
Focusing on interests also helps to clarify for all parties what is at stake in the decision
making. This approach highlights the educative role of the process, in which all parties come
to better understand the perceptions and needs of each group and the likely impacts of
alternative courses of action. The educative nature of the process means that all stakeholders
gain something of value in the process.
Throughout the project we will draw on the experience of other cities that have addressed the
same issues that we are addressing in this project. The consultant team brings to the project a
vast reservoir of first-hand experience with for-hire regulation and operations. As a result,
much of the cross-city comparisons will simply draw on our existing base of knowledge and
experience. In addition, as may be useful, we will conduct additional research on the
experience of other cities.
The comparisons with other jurisdictions are integral to the educative process. No two
jurisdictions are exactly alike, of course. The purpose of cross-city comparisons is to identify
how other cities and counties have addressed key issues currently facing Fort Worth and the
real-life results of alternative courses of action. Using our experience and first-hand
knowledge of numerous other jurisdictions, we can identify relevant practices and experiences
elsewhere and analyze and describe how those experiences are relevant to Fort Worth.
SCHALLER CONSULTING
Proposal for Independent Taxi and Limousine Study 6
The Schaller Consulting team
The consulting team will be led by Bruce Schaller, Principal of Schaller Consulting and the
project manager for this assignment. Mr. Schaller is a nationally recognized expert in the
taxicab and for-hire business with experience in the U.S., Canada and Russia. He has over 20
years of experience in the areas of taxicab regulation, taxicab operations, customer
satisfaction, demand estimation and forecasting and economic analysis. His experience with
taxicab and transit projects in Austin, Laredo and a number of other cities encompasses large,
dense urban markets, smaller cities and suburban environments. He has consulted
extensively for municipalities, counties, transit agencies, university and non-profit
organizations, for-profit companies, the U.S. Department of Transportation and the National
Academy of Sciences.
The second key member of the team is Charles Johnson, President of Total Contract Solutions,
Inc. ("TCS"). Charles is a recognized expert in taxicab operations and regulation with
experience throughout the United States. TCS's location in the Fort Worth area provides an
additional source of economies and understanding for the project. Mr. Johnson will serve as a
Senior Consultant on the project.
The team is completed by HR Staff Resources & Associates, Inc, which will focus on staffing,
record keeping and workflow issues and is a certified DBE.
The Schaller Consulting team offers:
• National expertise in taxicab regulation and operations. Project team members have
worked in dozens of cities and counties throughout the U.S. We offer an unparalleled
level of experience and expertise in a range of different cities with different markets for
taxi and limousine service and different industry and regulatory structures. Based on
our extensive, in-depth, first-hand and up-to-date expertise with North American
experience and practices, we can benchmark current practices and service levels in
Fort Worth against other comparable cities.
• A depth of both public and private sector experience. Successful for-hire regulation
must be based on a firm understanding of the needs of customers, service providers
and regulators. The consulting team has worked extensively with city regulatory
officials and with taxi companies and drivers. We understand the ingredients of
successful service provision and successful regulation from first-hand experience. We
also specialize in the field of customer satisfaction and bring a strong focus on the
customer experience and an understanding of how government regulatory decisions
affect customer service as well as taxi companies and drivers.
• Hands-on principals fully engaged throughout the project. The project will be led and
conducted by our most senior personnel, assuring you that the study will be tailored to
Fort Worth's particular situation and needs. We do not offer off-the-shelf solutions,
and the study will not be relegated to mid-level or junior staff or graduate assistants.
SCHALLER CONSULTING
' Proposal for Independent Taxi and Limousine Study 7
• Demonstrated success with identical types of projects. Schaller Consulting has
completed similar studies in Laredo, San Jose, San Diego, Anaheim, Montgomery
County (Maryland), Alexandria (Virginia), San Francisco and other cities within the
last five years. The City Council, County Council or Taxi Commission in each
jurisdiction has either adopted changes to taxicab regulations or is currently in the
final stages of action based on the results of our analysis and recommendations. We
are proud or our record of success and are pleased to offer our capabilities in this area
to the City of Fort Worth.
• Expertise in specific subject matter areas raised by the RFP. In addition to our
experience with the broad regulatory issues, we offer experience with specific issues
concerning fare determinations, staffing and enforcement, credit card acceptance,
street rental fees and applicants' documentation and efficient processing. For example,
Bruce Schaller developed the rate-setting policies for taxicabs and for-hire vehicles for
the New York City Taxi and Limousine Commission. Schaller Consulting recently
completed an extensive analysis of staffing and enforcement needs for the City of San
Jose. Schaller Consulting is currently engaged in the implementation of credit card
acceptance in all New York City taxicabs, a project that builds on the firm's earlier
study of credit card acceptance in other major cities. Charles Johnson of TCS has also
worked on credit card acceptance by taxicabs dating from the mid-1980's, and has
worked on rate setting processes in a variety of jurisdictions over the same period. TCS
has additionally worked with driver background screening issues and procedures in a
variety of jurisdictions throughout the U.S. including Texas. TCS is particularly
experienced with the operational and business impact of regulation, having worked in
the for-hire industry prior to founding TCS.
• Strong local presence. TCS, located in the DFW area, will be integrally involved
throughout the project. This improves study economics and availability, but also
brings additional experience for the project. TCS President Charles Johnson has
worked in the Texas ground transportation arena in a variety of jurisdictions covering
twenty years and including for-hire operating procedures, regulatory compliance, fare
setting, transportation accessibility and other issues of importance to this study.
• Depth of expertise not only in taxicab regulation but also urban transportation
planning, airport ground transportation operations, transportation accessibility,
interagency cooperation, transportation contracting and rate settings and other
options.
We believe that our team offers expertise and experience that are ideally suited to Fort
Worth's needs in this study, and for successful adoption and implementation of any needed
changes in taxi and limousine regulation to meet the study goals.
SCHALLER CONSULTING
4
Proposal for Independent Taxi and Limousine Study 8
Task Items
Task 1. Review relevant documents and conduct market analysis
The project team will begin by carefully reviewing available data and information on the taxi
and local passenger transportation market in Fort Worth. As part of this initial review, we
will prepare a market analysis for taxicab service in Fort Worth. The market analysis is an
important part of establishing a factual and comprehensive background for subsequent
discussions of regulatory and service issues. Data to be reviewed will include population,
employment, visitation, airport passenger volumes, bus ridership and information from local
.or regional planning organizations and others. We will also examine changes in the number of
taxicabs and other for-hire vehicles, number of drivers and other indicators of the amount of
taxi service in recent years. To the extent that data are available, we will also integrate into
this analysis information about service from DFW and information about changes in the
Dallas taxi industry stemming from the recently adopted ordinance changes.
We will also review relevant data and reports concerning taxi and limousine operations and
regulation in Fort Worth and the Dallas-Fort Worth metropolitan area.
Task 2. Kick-off meeting and initial visit
The purpose of this initial visit is to meet with City staff and stakeholders to introduce the
study and begin our investigations. We will explain the study methodology, approach and
issues, and hear first-hand the issues, concerns and perspectives of staff, taxi companies and
drivers, taxi users and other stakeholders. We will want as in-depth and complete an
understanding of the issues as possible from these meetings. We will include a presentation to
participants that reiterates the study goals as contained in the Scope of Work of the project
and their importance.
We suggest that as part of this process the City establish an Advisory Panel. The Advisory
Panel might include City staff, airport staff, taxi and limousine companies, drivers, the hotel
industry, visitors bureau, chamber of commerce, neighborhood organizations, disabled and
senior groups, and others with an interest in taxicab service. We have worked closely and
productively with advisory groups in previous projects. The groups provide an avenue for
information sharing and feedback and for the different constituencies to hear not only from
the consultant but also from each other. The advisory group process has aided in reaching
recommendations that have ultimately won the approval of city councils in these previous
projects. They also lend to the transparency and thus credibility of the process.
We will conduct individual or group interviews with stakeholders and others with an interest
in taxicab service and regulatory issues. We will use these meetings to understand each
group's perspective on key policy and regulatory issues under review, understand the interests
of each constituency, assess to quality of taxi service, understand current operations and
identify operational issues. These meetings, interviews and follow-up data analysis will
SCHALLER CONSULTING
' Prpposal for Independent Taxi and Limodsine Scudy 9
establish a firm basis for understanding the Fort Worth taxi industry and customer needs and
for assessing regulation options in the context of current conditions in Fort Worth.
Interviews and meetings will include:
• Representatives of the hospitality and travel industry, including the Fort Worth
Convention and Visitors Bureau, and any hotel, concierge or other related associations.
Key issues for these interviewees concern the quality of service and availability of
service, any issues with peak demand times (e.g., conventions) and company handling
of complaints.
• Representatives of customer groups with day-to-day interaction with taxi users
and/or the limousine industry, such as hotel concierges and doormen, senior center
staff, representatives of disabled groups and others as identified in initial
investigations. The purpose of these interviews is to identify the strengths and
weaknesses of service from the perspective of each of the different customer segments.
Key issues for these interviewees concern the quality of service, availability of service,
company handling of complaints, and service to special needs groups.
• Ta.ffi and limousine company owners. We shall visit the facilities of the three Fort
Worth taxi companies and visit or meet with each of the five limousine companies.
These visits will include a review of call-taking and dispatch procedures and
t-echnology, vehicle maintenance and wheelchair-accessible services; driver
recruitment, training and management; complaint handling and number of complaints;
lease rates;operating expenses and credit card acceptance and processing. These visits
will provide an in-depth understanding of company operations in Fort Worth.
• Drivers. We will meet with any drivers groups to understand their needs and
perspectives. We also propose to conduct focus group discussions with taxi drivers, as
we have done successfully and quite usefully in other cites, as well as limousine drivers
as appropriate. Driver participation can.usually be arranged through either the city's.
taxicab office and/or through companies or driver groups. These discussions help us
understand drivers'concerns and experiences. The groups will be structured to ensure
that we include drivers with the full range of driver viewpoints. Key issues for drivers
include reasons to join the industry, outlook for career driving, effectiveness of
company dispatch systems, service to each customer segment and credit card
acceptance and processing.
We will also conduct a site visit to Dallas-Fort Worth International Airport to observe for-hire
operations and meet with airport staff. Key issues for discussion include the current share of
airport taxi trips for Forth Worth, Dallas and other cabs, waiting times in the hold areas,
concerns about the quality of drivers and vehicles, the role of limousines and limousine
operations at DFW.
Our interviews will also follow up on other information relevant to study issues. As an
example, answer 4 to proposers' questions indicated that the City has received requests from
grant holders to increase the number of vehicles based on private contracts. We will want to
SCHALLER CONSULTING
` Proposal for IndependenE Taxi and Limousine SEudy 10
funderstand the nature of the contract service (e.g., corporate contracts, contracts for
neighborhood-based services such as service to seniors, disabled, school children, etc.), and
j how the service would be provided. The answers to these questions have important
1 implications for the need for additional authority and the opportunities for contract service to
strengthen demand service. For example, hospital contracts would tend to place more cabs
available for service in residential neighborhoods, thus offering the opportunity (if properly
implemented) to increase cab availability in these neighborhoods.
i Based on the information collected in Task 1 and Task 2 the project team will submit a
memorandum that:
1. Identifies key service and other issues, including service to various customer segments.
I2. Identifies the interests of key stakeholder groups.
3. Describes key features of Fort Worth's taxicab and limousine industry and markets for
f service.
` This information will be used in the tasks that follow.
f
Task 3. Conduct data collection and analysis
The purpose of this task is to provide an empirical basis for further discussion with industry
stakeholders and for development of regulatory options and recommendations.
Recommendations will thus be grounded in facts showing service needs and industry
operations.
The data gathering and analysis is also highly valuable from a process standpoint. As we
share our findings, we will develop with City staff, taxi companies and drivers and other
constituencies a shared understanding of service and operational issues. We also expect to
receive feedback from these groups that extends and deepens our understanding of the local
situation. Finally, this process contributes toward adoption of recommendations by the City
Council, since we will have developed a widely shared description of today's reality.
As mentioned in Task 2, we will use our initial site visit to collect or begin the process of
collecting data relevant to the core issues of the study: quality of cab and limo service
including service to all population segments; relationship between the number of cabs and
demand for service; driver incomes and fares.
Specific data collection activities are as follows:
• Computerized dispatch data. Trips pre-arranged by customers through telephone
calls to companies most likely account for the bulk of trips, particularly setting aside
airport-originating taxicab trips. Data on call-taking, dispatch and vehicle assignment
are critical to understanding the quality of service, (e.g., response times) efficiency of
company operations and demand characteristics. (Dispatch data can show the number
of calls received, number dispatched, response times and fares.)
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Proposal for Independent Taxi and Limousine Study 11
As appropriate given each company's dispatch technology, we will also request data on
vehicle dispatch and response times from fleets' computerized dispatch databases.
These data are valuable in showing call volumes and dispatch response times, both
citywide and for different geographic areas of the city — particularly areas that
currently experience long response times.
• Taximeter and odometer data. Another valuable source of information for cabs can
come from taximeters. Taximeters automatically keep track of cumulated total trips,
fares and paid miles (miles with a passenger), much as odometers automatically track
total vehicle mileage. Unlike typical dispatch data, meter and odometer data reflect
total cab operations, including trips from the airport and trips commencing at taxi
stands or via street hail/flag down. Analysis of these data can show vehicle utilization
rates and total fare revenues, total mileage and paid mileage. This information is
important to assessing the balance between supply and demand (number of cabs
versus number of trips) in the industry.
During the initial site visit we will explore whether these data are currently collected
and if not, the feasibility of collecting a sample of data for our analysis.
• Customer satisfaction survey. Customer surveys can provide objective and
systematic information on the level of customer satisfaction and can identify the main
areas of service needing improvement. Survey information tends to be more reliable
than customer complaints since surveys can reach a cross-section of the riding public
and not just reported or recorded complainants.
The survey will cover overall satisfaction with for-hire services and satisfaction with
various aspects of service such as drivers, vehicles and response times. The survey will
also collect basic information on frequency of ridership, choice of companies and
demographic characteristics.
We will work with City staff to identify a feasible and appropriate survey methodology.
The choice on survey method will be based on feasibility, available budget, impact on
project timeline and other relevant factors identified in previous tasks.
We have used a variety of different survey procedures in previous projects. One option
is an on-line customer survey. Potential survey respondents would be invited to
participate in the survey through the Chamber of Commerce, downtown merchants
association, homeowners associations and other groups as appropriate. We can post
the survey on a publicly available web site and provide a link for respondents to go to.
Another approach is to work with companies and/or driver groups to conduct a short,
self-administered in-cab survey of taxi passengers. An in-cab survey can reach a cross-
section of riders that includes both residents and visitors and various types of trips.
We have conducted in-cab surveys in several cities. These surveys require the
voluntary cooperation of drivers to distribute and collect the survey form.
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Psoposal for Independent Taxi and Limousine Study 12
Having conducted customer satisfaction surveys in other cities, we can benchmark
results in Fort Worth against results in comparable cities.
• Passenger and other complaints. Passenger complaints are an important and
widely used barometer of service quality for taxicabs, limousines and many other types
of services. We will review the nature and severity of passenger and other complaints
made to the City. We will analyze the data for relevant patterns such as complaints
per company, complaints per trip, complaint rates for different companies and
complaints from residents vs. nonresidents.
We shall also review the extent and nature of complaints received by the three taxi
companies and five limousine companies as available. We shall integrate this
information with the analysis of complaints filed with the city.
We have collected complaint data from a number of cities and will benchmark
complaint patterns in Fort Worth against data in comparable cities.
• Summonses. Summonses or citations issued by law enforcement personnel are an
additional useful indicator of service issues.' We will gather available summons data
for analysis of service issues.
• Airport taxi and limousine data. We will work with airport staff to obtain data
relating to taxi operations at DFW, and limousine operations to the extent that data
are available. Ideally, data will include number of cabs dispatched from the airport,
waiting times in the taxi hold areas, customer waiting times, volumes by time of day,
day of the week and month, and other relevant data. DFW appears to be an important
part of the market served by Fort Worth cabs, and this information will contribute to
placing DFW in the context of the issues if concern to the City of Fort Worth.
The information collected and analyzed in this task will form a profile of the Fort Worth taxi
industry and service. Having this comprehensive profile establishes a factual basis for
considering the implications of different regulatory, options: We can also compare the
situation in Fort Worth with results from our analysis of similar data in other cities, for
benchmarking purposes.
Task 4. Develop regulatory options and review with stakeholders
Based on the results of Tasks 1 to 3,Task 4 will cover the following subtasks:
(a) Develop outlines of Regulatory Options for review and further analysis.
(b) Develop rate setting methodology including fuel surcharges
(c) Assess administrative issues and staffing needs.
Table 1 summarizes how each of the study issues relates to each of these three subtasks.
Results of Task 4 will be presented to the City and, as appropriate, to stakeholders in Task 5.
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Iroposal for Independent Taxi and Limousine Study 13
Table 1. Summary of study issues and Tasks 4a-c
Providing quality service to all segments of the population Task 4a
Number of taxicabs and limousines needed to provide quality service Task 4a
Number of taxicabs and limousines that should be permitted to operate, Task 4a
maximum/minimums, formula for setting, etc.
Frequency of review of number of vehicles Task 4a
Maximum annual street rental fees Task 4a
I Additional administrative and enforcement personnel needed Task 4a
Need for a fuel surcharge Task 4b
How often should the taxicab rates be reviewed Task 4b
Applicants' documentation Task 4c
Background checks Task 4c
Acceptance of credit cards Task 4a
rTask 4(a). Develop outlines of Regulatory Options for review and further analysis
Our goal in putting together Regulatory Options is to suggest a range of regulatory approaches
for detailed consideration and to obtain feedback that will inform our development of
recommendations.
The Regulatory Options will be introduced by a listing of key stakeholder interests and
concerns developed in Task 2. Review of this list with each stakeholder group will
demonstrate that the consultant team .(and City) has heard and properly understands their
issues and concerns. Our experience is that this review of interests with each stakeholder
group creates a positive tone for the discussion of options.
Each of the Regulatory Options will address the core regulatory issues concerning service
quality, availability to all segments of the market, supply and demand management and fare
setting. Each option will specify policy solutions for service requirements, setting the number
of taxis and limos, rental fee recommendations and any other related issues. Each option thus
addresses a comprehensive solution to the core service issues in the study.
We generally use one-page descriptions of options and grids with options across the top and
features down the side, to facilitate comparison of different options. These grids can be
distributed prior to a meeting and can form the basis of presentations and discussion. They
thus provide a focus point for both written and oral discussion. Appendix A includes a grid
that we developed in Alexandria, Virginia, summarizing our evaluation of proposals, using
pre-defined criteria, that were under consideration this spring. The grid also includes a
summary of relevant experience from other jurisdictions and approaches to mitigating
negative impacts of some of the proposals.
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Proposal for Independent Taxi and Limousine Study 14
Task 4(b). Develop rate setting methodology including fuel surcharges
Based on the information and input gathered in previous steps, we will next develop
recommendations on rate setting methods and formula and frequencies of rate review. The
consultants' experience with for-hire economics and the pros and cons of various approaches
will be invaluable here. Analysis will include the impact on driver and company income, which
greatly affect quality of service, as well as the impact on taxicab users and demand for service.
Similarly, we will examine the interplay between fare recommendations and the other
regulatory recommendations in the study, i.e., supply of taxicabs and rental fees.
Among options to examine in this task are the use of essentially a cost-of-living formula
customized to taxi operating costs; use of thresholds for frequency of rate increases; and use of
formulas and thresholds for fuel surcharges. We will reference recent experience with fuel
surcharges in a range of cities and our personal experience with analysis of rates of fare.
The recommendations will include careful consideration of how rate-setting approaches can co-
exist with the rates in effect at DFW and/or Dallas and other Metroplex jurisdictions and the
pros and cons of varied approaches. We will also assess administrative requirements for the
City and trade-offs between frequency of review and cost.
Task 4(c). Assess administrative issues and staffing needs
To access the additional administrative and enforcement personnel needed to maintain
records and. monitor compliance with applicable rules and regulations, we will provide on-site
review of the work performed under existing regulatory requirements.
A tentative list of specific tasks to be performed are:
• Conduct desk audit by obtaining organization data(job descriptions, charts etc.,)before
formal site visit
• Have incumbents and two supervisors complete questionnaire as a part of audit.
• Conduct personal interviews with the incumbents, including process walkthroughs.
• Observe workplace activities and interview sample of key clients/constituents
• Prepare workflow diagrams of current processes. Identify potential barriers, over and
under laps and possible opportunities. Assess recruitment, training, placement and
development of assigned municipal staff, the appropriateness of the standards and
policies established for other human resources certified to perform duties on behalf of
the City(cab drivers, bus drivers, etc.,)
• Validate findings and investigate comparable agencies processes/systems.
• Identify potential savings and efficiencies that may be realized by changes in business
rules, technology, training, organization structure,job design, incentives, management
practices, team building, centralization/outsourcing and or consideration etc.,
• Develop revised workflow diagrams of "future state" processes and review with
incumbents, management, and certain key clients/constituents.
• Prepare written recommendations and define qualitative and quantitative savings.
Provide a cost estimate for any equipment or technology acquisitions.
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Proposal for Independent Taxi and Limousine Study 15
Under this task we will also assess include the administrative and enforcement impact for
each Regulatory Option. Recommendations will thus take into account administrative and
oversight costibenefit. We will include recommendations for optimizing the efficiency and
effectiveness of new functions also.
Task 5. Review regulatory options with stakeholders
We will meet with City staff and the various stakeholder groups (including an advisory panel
if one is formed) to explain the Regulatory Options and options on other issues under study
(fare setting, fuel surcharges, rental fees, and acceptance of credit cards) and obtain feedback.
We will ask for stakeholder comments, issues, problems, suggested modifications and
alternatives.
Based on this feedback, we will revise the Regulatory Options and options on other issues. We
have budgeted a second set of meetings with City staff and stakeholder groups to review each
option and obtain additional feedback. The need for this second set of meetings can be
evaluated at this point in the project and adjustments made as appropriate.
In our experience, the iterative, collaborative process that we propose facilitates the
development of creative and effective regulatory solutions. The process leverages the local
experience of City staff, taxi companies, drivers and other parties with the national experience
of the consulting team. The process also helps develop buy-in by the stakeholders, and all but
�- assures that there will be no surprises for either the consulting team or the City when the
draft final report is delivered. Our experience in recent projects is that we can gain broad
support for most of the eventual recommendations through this process.
Task 6. Prepare draft report and review with City and stakeholders
We will prepare a draft report for presentation and discussion with City staff, stakeholders
and an Advisory Panel if one is formed. The report will include the following chapters:
1. Executive summary
2. Project objectives
3. Methodology
I 4. Findings from the site visits, interviews and data collection. This section will report
factual findings and discuss implications for the regulatory options and
recommendations. Topics to be covered will include our market analysis, customer
I satisfaction, service issues, the supply and demand situation and relevant information
` from other cities.
5. Analysis of key issues, including service to population segments, numbers of taxicabs
and limousines providing service to the area, methods for adjusting numbers in the
future, rental fees, administration and enforcement issues including background
checks and documentation for public safety, and fare issues including rate setting, the
use of fuel surcharges and credit card acceptance.
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Proposal for Independent Taxi and Limousine Scudy 16
6. Recommendations. Recommendations will be based on an evaluation of alternatives
against a set of criteria developed over the course of the project. The overall objective
will be to achieve the best possible taxicab system for Fort Worth. Recommendations
will address each key issue discussed in the previous chapter.
7. Implementation plan. At your option, we will include an implementation plan for the
recommendations. Issues of priority, sequencing, critical path, cost, schedules and
responsibilities will be addressed.
The report will describe each element of the recommendations and the likely effects of each
element on the public, the industry and the City. We will present the report in an on-site
meeting or meetings to City staff and other stakeholders including an advisory group if one is
formed. The objective of these presentations is to inform stakeholders of our findings and
recommendations and receive comment, which can be incorporated into the final report.
Task 7. Revise report and make final presentations
The Final Report will include the chapters listed in Task 7, with revisions based on comments
received on the draft report.
We will also present the report to the City Council (or appropriate Council committee). Our
presentation will highlight key findings and recommendations and focus on how the
recommendations will improve taxi service in Fort Worth, impact on the industry and
customers, costs, administrative and staffing changes, and implementation steps.
i
I
i
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Proposal for Independent Taxi and Limousine Study 17
Section ii. Qualifications
The project team will be led by Schaller Consulting, joined by Total Contract Solutions, Inc.
and HR Staff Resources & Associates, Inc, a certified DBE.
• Bruce Schaller, Principal of Schaller Consulting, is a nationally recognized expert in
taxicab and other for-hire regulation and operations. He has conducted similar studies
in Laredo, Texas; Alexandria, Virginia; Montgomery County, Maryland; Anaheim,
California; San Diego, Los Angeles and San Francisco. He is former director of policy
development at the New York City Taxi and Limousine Commission. Mr. Schaller will
serve as the Project Manager.
■ Charles Johnson, President of Total Contract Solutions, Inc. ("TCS") is also a
recognized expert in taxicab operations and regulation with experience in taxi
operations and regulation throughout the United States. TCS's location in the area
provides an additional source of economies and understanding for the project. Mr.
Johnson will serve as a Senior Consultant on the project.
• Karen Johnson of TCS will provide analyst and report compilation functions for the
project. Karen has provided these functions on a variety of similar transportation
projects for TCS throughout the United States.
■ Colvin Gibson and Rosa Ridley of HR Staff Resources & Associates, Inc. offer expertise
in process redesign and'staffing and workflow assessments. They will focus on the
staffing, record keeping and workflow issues in the RFP.
The experience of the project team with taxicab and limousine regulations and operations in
cities and airports across the U.S. provides a unique breadth and depth of experience in for-
hire regulation, operations, implementation and enforcement; financial analysis; customer
satisfaction; demand analysis; organizational dynamics; market research; and performance
measurement. We bring extensive national and Texas for-hire experience and local presence
in the Fort Worth area and experience with Texas transportation issues and governmental
processes.
Having completed several studies for local taxi/for hire regulators in the last several years, we
have our finger on the pulse of how a multitude of jurisdictions across the U.S. are regulating
their for-hire industries. In recent years team members have conducted studies in several
cities that successfully implemented our recommendations. We are pleased to offer the City of
Fort Worth the value of our expertise in this substantive area and our capability to working
these issues through to successful City approval and implementation.
Schaller Consulting
Bruce Schaller will be the Project Manager. Mr. Schaller will oversee all aspects of the
project, including review of available information; meeting with project staff and stakeholders;
conducting interviews; data collection; analysis and report writing and presentation of
SCHALLER CONSULTING
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Proposal for Independent Taxi and Limousine Study 18
findings and recommendations. He will also manage the other members of the consulting
team.
With over two decades of experience in urban transportation, economic and environmental
issues, Mr. Schaller's work spans the areas of taxi regulatory policy, customer satisfaction,
survey research, intergovernmental cooperation, economic analysis, demand measurement
and forecasting and policy development.
Mr. Schaller established Schaller Consulting in 1998 to serve the needs of government,
business and non-profit groups seeking to satisfy customer needs in all forms of urban
transportation including taxis, bus, rail and autos. Schaller Consulting specializes in
addressing the need of municipalities and the travel and hospitality industry to improve taxi
and for-hire services. Our taxicab clients have included Laredo (TX), Alexandria (VA),
Montgomery County (MD), San Francisco, San Diego, San Jose, Anaheim (CA), New York
City, and Ottawa International Airport. We have also worked on taxicab and for-hire issues
for private-sector clients in New York, Chicago, Houston and Boston. Other clients include
Capital Metro in Austin, the Federal Highway Administration and National Academy of
Sciences.
From 1986 to 1994, Mr. Schaller served as Director of Policy Development and Evaluation at
the New York City Taxi and Limousine Commission. He was responsible for developing
regulatory initiatives to improve and expand taxi service and for industry financial analyses,
service quality analyses and developing driver training programs. He developed a
methodology for fare analyses that led to regular reviews of the taxi fare. He also coordinated
airport-related issues with the Port Authority of New York and New Jersey, and insurance
issues with the New York State Insurance Department and insurance carriers serving the
taxicab and livery industries.
From 1994 to 1998, Mr. Schaller was Deputy Director for Marketing Research and Analysis at
New York City Transit, which operates the city's subway, bus and paratransit services. His
work focused on measuring and improving customer satisfaction and increasing transit
ridership. He directed over$1.3 million in customer research studies that provided actionable
results for the agency. He was responsible for the planning, design and successful
implementation of telephone, on-board and intercept surveys, focus groups and one-on-one
interviews. His work was instrumental in fare policy initiatives, expansion of the paratransit
program, developing customer communications and design of new subway cars and buses.
Mr. Schaller is the author of numerous publications, including papers published in
Transportation, Transportation Quarterly, Transportation Research Record, New York
Transportation Journal and Mass Transit. The scholarly journal Transportation published his
paper charting changes in taxi service availability in New York City since 1990 and for the
first time estimating statistically significant elasticity's of service availability with respect to
taxi fares and total supply of service. Together with Gorman Gilbert, Mr. Schaller authored a
three-part series of articles on New York taxicab service in.Transportation Quarterly. He has
presented his work at the annual meetings of the International Association of Transportation
SCHALLER CONSULTING
Proposal for Independent Taxi and Limousine Study 19
` Regulators and the Transportation Research Board and at American Public Transportation
Association conferences.
Mr. Schaller is also a Visiting Scholar at New York University, Robert F. Wagner Graduate
School of Public Service. He has a BA in Government from Oberlin College and a Masters of
Public Policy from the University of California at Berkeley.
Projects of similar size and complexity are listed below with client references. All projects
were completed on time and within budget.
Client: City of Laredo
Review of taxi regulation and current operations, evaluating current taxi service levels,
service, quality and regulatory structure. Scope of work involved an initial site visit,
development of regulatory options, recommendations and presentation to City Council.
Recommendations involved modernizing the industry and reducing the number of cabs at the
City's numerous taxi stands.
I Contact:
Mr. Roberto Murillo, P.E.
Traffic Safety Director
956-795-2550
Client: City of Alexandria, VA
I Evaluated and developed alternative taxicab regulatory service models for the City of
Alexandria, Virginia. Worked closely with City Council members to develop an effective
regulatory framework for Council adoption. Included focus group discussions with taxicab,
I paratransit and senior users and detailed evaluation of taxicab company trip records with a
focus on quality of service measures. Recommendations are in final stages of Council
consideration.
Contact:
Mr. Tom Culpepper
Deputy Director, Transportation and Environmental Services
703-838-4966
Clients: City of San Diego and Metropolitan Transit Development Board (MTDB)
IInitial project for the City evaluated the need for additional taxicab service, taxicab service
improvements, and related issues for the City of San Diego. Recommendations were endorsed
by the City Manager and formed basis for successful resolution of issues by City Council,
which adopted a comprehensive plan based on report findings.
This project included a detailed analysis of radio dispatch response times, service availability,
complaints and summonses, cross-city comparison and options analysis.
Follow-up projects were conducted for MTDB, which administers taxi regulation under
contract with the City. Provided technical assistance for issuance of 50 new permits to four
taxi companies through request for proposals process. Drafted RFP, reviewed the 27 proposals
submitted, assisted the evaluation committee with proposal review and summarized proposal
SCHALLER CONSULTING
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review process and recommendations. Four companies were selected for the four blocks of
permits issued. Currently, assisting with issuance of new permits by RFP process to drivers
and public auction.
Contact:
Mr. John Scott
Taxicab Administrator
619-595-7034
Client: City of Anaheim
Developed a regulatory plan for setting the number of taxicab permits, franchising of taxi
operators and "raising the bar" for taxi service quality for the City of Anaheim.
Anaheim had two City-authorized taxi companies and regulated the number of permits, which
are non-transferable. Issues included the need for additional permits as the City grows,
adequacy of service to outlying areas and quality of service. We worked e-ctensively with an
advisory committee throughout the process. The committee included the convention and
visitors bureau, hotel association and other public members.
Recommendations for franchise process and selection criteria were approved by the City
Council and implemented through a franchising process that resulted in selection of three taxi
companies. Provided technical assistance throughout franchising process. Drafted RFP,
advised on proposal review and summarized evaluation of proposals and franchising
recommendations.
Project included evaluation of taxi response times, complaint data, cross-city comparison,
options analysis and customer survey(both residents and visitors).
Contact:
Mr.John Poole
(former) Code Enforcement Manager
Current phone number: Home: 714-535-6112; cell: 714-290-7332
Client: Montgomery County, Maryland
Evaluated strengths and weaknesses of current taxicab service, service response times and
need for additional taxicab licenses for Montgomery County,Maryland.
Montgomery County's taxi industry has been composed of one large fleet and three smaller
fleets. About one-quarter of the permits are owned by individual drivers who affiliate with one
of the fleets for radio service. The central issue of the study was the adequacy of the current
number of cabs and diagnosing reasons for excessive response times. We worked with the
County's taxi advisory committee, composed of taxi industry and public representatives,
throughout the process.
Analysis included a detailed analysis of taxi company dispatch data that traced operational
causes of long response times. Also analyzed complaint data and conducted cross-city
comparison and options analysis.
Recommended regulatory changes to improve service and increase competition and formulated
an implementation plan.
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Proposal for Independent Taxi and Limousine Study 21
In follow-up project, retained by the County Council to assist in their review of bill proposed by
the County Executive. Provided expert testimony and made additional recommendations.
The County Council is currently nearing the final stages of consideration of wide-ranging
changes to the County Code.
Contact:
Ms. Nancy Kutz
Special Transportation & Taxicab Regulation Division
240-777-5800
Client: City of San Francisco
Assessed information needs of the San Francisco Taxicab Commission for the Commission's
annual review of the number of taxicabs. Analyzed factors for public convenience and
necessity determination, analyzed taxi company computerized call volume data, evaluated
current methodology to assess taxicab availability and recommended detailed methodology for
customer telephone survey and field surveys and observations of taxi availability.
Recommendations have been approved and implemented.
Contact:
Ms. Naomi Little
Executive Director,Taxicab Commission
415-554-3940
Client: Metropolitan Taxicab Board of Trade (major NYC fleet association)
I
Planned and evaluated establishment of new taxicab stand in Flushing, Queens, which has
successfully attracted approximately 100 taxi users per day, 88% of whom immediately obtain
taxi service.
I
Contact:
Mr.Ron Sherman
President, Metropolitan Taxicab Board of Trade
718-937-2080
Client: Taxi Policy Institute
Quantified and analyzed taxicab customer waiting times and livery street hail activity in
Midtown Manhattan. Project included observations of livery and taxicab volumes and street
hail activity at 52 randomly selected locations in Manhattan.
Contact:
Mr.Ron Sherman
President
718-937-2080
Client: Intell Marketing, Inc.
Conducted in-cab survey of customer acceptance of in-taxi video screens. Evaluated customer
opinion of key features of the in-taxi systems.
fContact:
I
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Mr. Bruno Lucaretti
718-391-0200
Client: Citicorp USA Inc.
Evaluated the market for taxicab medallion sales in Chicago, factors affecting medallion
prices, the fluidity of the market and methods of tracking the health of the medallion market
in Chicago. Results used to evaluate potential loan to this market.
Contact:
Mr.Joseph Keener
Vice President
212-559-0804
New Transportation Company
Developed expansion plan for Moscow taxi company, including start-up of dispatch service,
driver recruitment, lease structures and pricing, use of taximeters and setting metered fare.
Contact:
Mr. Constantine Shevchenko
011-7095 765-9580
Total Contract Solutions
Charles Johnson will provide additional consulting services for the project under the direction
of Bruce Schaller. He will also attend meetings with project staff; conduct certain interviews;
assist with data collection; provide various analysis and report writing functions and present
assigned portions of our findings and recommendations. His local presence will bring
additional value to the project.
ICharles Johnson,President of consulting firm Total Contract Solutions, Inc., ("TCS") has more
than twenty years of transportation experience and additional academic and research
experience. Since forming Total Contract Solutions in 1995 he has consulted on transportation
industry projects in more than thirty (30) states. His consulting projects cover nearly every
ground transportation mode, including transit, paratransit, dial-a-ride, transportation
brokerages, student transportation, taxicab, limousine. executive sedan, vanpooling, etc. Many
of these projects involve advanced technologies,unique modes and private-public partnerships.
Additionally, his projects relating to transportation for special needs riders encompass twenty
years of experience on both paratransit and accessible for-hire services.
Charles has authored a variety of papers on taxicab and paratransit topics, including several
for the Transportation Leader, the publication of the Taxicab, Paratransit and Limousine
Association. He has also authored reports for and served as an expert before numerous
transportation regulatory bodies. He is widely considered a national expert on the field of
I contracted public transportation services, ground transportation regulation and on accessible
transportation both public and for-hire.
SCHALLER CONSULTING
Proposal for Independent Taxi and Limousine Study 23
Before forming TCS, Mr. Johnson held successive management positions with several
successful private sector transportation companies, and also with a transportation software
and technology firm with dispatch systems installations throughout the United States. His
operating experience includes management of transit, paratransit, intercity bus, taxicab,
airport shuttle and other modes and additionally municipal services.
Mr. Johnson received his Master of Business Administration degree from Saint Edwards
University in 1993 and with a 4.0 grade-point-average. His elective course work emphasized
public/private partnerships and contracting in a special program in conjunction the Sematech
Consortium and Saint Edwards University. He has a number of other specialty training
certifications in transportation related fields. He is a member and regular attendee of a
number of industry associations.
TCS has consulted on for-hire transportation regulations in numerous jurisdictions, including:
• Austin,TX San Carlos, CA
• Charlotte, NC San Antonio, TX
• Cleveland, OH San Jose, CA
• Houston, TX State of Colorado
• Norfolk, VA State of Connecticut
I Portland, OR State of Kentucky
• Ridgecrest, CA State of Pennsylvania
— • Sacramento, CA
References:
Name City of Charlotte, North Carolina
Project Passenger Vehicle For-Hire Driver Training Program,
Including Ordinance and Related Regulatory
Contact info Joe Vanderlip
Phone number (704) 398-6793
IName Sacramento Yellow Cab
Project Local For-Hire Regulation, Airport, and Operational
Contact info Fred Pleines
fPhone number (916) 442-4696 ext 3014
I Name Port of Portland
Project Ground Transportation Regulatory and Airport Study
Contact info Dawn Huddleston
Phone number (503) 460-4106
I
SCHALLER CONSULTING
' Proposal for Independent Taxi and Limousine Study 24
HR Staff Resources S Associates, Inc,
Based in Irving, Texas, HR Staff Resources & Associates, Inc. (HRSRA) is a premier
i full•service management consulting company. HRSRA provides expert advice and
1 effective programs in such areas as performance analysis and counseling, training and
development, recruiting, equal employment opportunity and affirmative action,
diversity, organization development, salary surveys, position evaluations, organization
redesign, communications, benefits design and policies, compensation and human
resources computer systems. Founded in 2000, staff in the firm have more than 75 years
_ of combined experience.
References:
Mr. Anthony(Tony Franklin) Ms. Cheryl A. Highwarden
1 Manager, Compensation Administration Cheryl Highwarden Company
I! Brookhollow Complex CEO
4550 Dacoma P. O. Box 7368
Exxon Mobil Corporation Woodlands, TX 773877368
Houston, TX 77092 281-367-8022
713-680-7107
Honorable Paul L. Riddick
City Councilman
Office of City Council
City of Norfolk
810 Union Street
Norfolk,VA 23510
757-615-2811
SCHALLER CONSULTING
' Proposal for Independent Taxi and Limousine Study 25
Section Ill. Schedule
f Month
1 2 3 4 5 6
Task 1. Review relevant documents
and conduct market analysis
Task 2. Kick-off meeting and initial visit
Task 3. Conduct data collection and
analysis
Task 4. Develop regulatory options and
review with stakeholders
Task 5. Review regulatory options with
stakeholders
Task 6. Prepare draft report and review
with City and stakeholders
Task 7. Revise report and make final
presentations
SCHALLER CONSULTING
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Proposal for Independent Taxi and Limousine Study
Section V. Resumes
I
I
I
SCHALLER CONSULTING
SCRAIIER
00NSULTINS
0 CUSTOMER-FOCUSED SOLUTIONS 0
I
` Bruce Schaller
I SUMMARY
Bruce Schaller is a nationally recognized expert in the taxicab business with experience in the U.S.,
Canada and Russia. He has over 20 years of experience in the areas of taxicab regulation, taxicab
I operations, customer satisfaction, demand estimation and forecasting and economic analysis. He has
formulated taxi regulatory policies for jurisdictions ranging from large, dense urban markets to smaller
cities and suburban environments. Mr. Schaller brings a keen focus on the customer experience and an
understanding of how government regulatory decisions affect customer service as well as taxi companies
and drivers.
Mr. Schaller has completed projects for municipalities, counties, transit agencies, university and non-
profit organizations, for-profit companies, the U.S. Department of Transportation and the National
Academy of Sciences. His taxicab clients have included the cities of New York, Los Angeles, San
I Francisco, San Diego, San Jose, Alexandria (VA), Anaheim (CA), Laredo (TX), and Montgomery
County (MD) and Ottawa International Airport. He has also worked on taxicab issues for private-sector
clients in New York, Chicago, Houston and Boston and has collected information on taxicab issues from
numerous other jurisdictions.
From 1986 to 1994, Mr. Schaller served as Director of Policy Development and Evaluation at the New
York City Taxi and Limousine Commission, where he developed regulatory initiatives to improve taxi
I service, issue additional medallion licenses, revamp driver training, set fares and reduce insurance
premiums. From 1994 to 1998, Mr. Schaller was Deputy Director for Marketing Research and Analysis
at New York City Transit, which operates the city's subway, bus and paratransit services. He directed
I over $1.3 million in customer research studies that were instrumental in fare policy initiatives, design of
new subway cars and buses and expansion of the paratransit program.
Mr. Schaller is the author of numerous publications, including papers published in Transportation,
Transportation Quarterly, Transportation Research Record, New York Transportation Journal and Mass
Transit. The scholarly journal Transportation published his paper of the first statistically significant
elasticities for taxicab fares and service availability. He is the author of the New York City Taxicab Fact,
a comprehensive 63-page guide to the New York City taxicab industry considered to be the premier
publication of its kind. Mr. Schaller was the lead author of a three-part series of articles on New York
taxicab service in Transportation Quarterly.
Mr. Schaller has presented his work at the annual meetings of the International Association of
Transportation Regulators and the Transportation Research Board and at American Public Transportation
Association conferences. He is a member of the TRB Committee on Transportation issues in Large U.S.
Cities and the TRB Committee on Marketing and Fare Policy. In addition being Principal of Schaller
Consulting, he is a Visiting Scholar at New York University's Robert F. Wagner Graduate School of
Public Service and writes the monthly transportation column for the award-winning on-line news and
information service GothamGazette.com.
94 Windsor Place,Brooklyn NY 11215 0 718 768-3487 O fax 718 768-5985 O schOcr@schallerconsult.com O www.schaUerconsult.com
PROFESSIONAL EXPERIENCE
11! SCHALLER CONSULTING
i Principal, 1998 present
I Established consulting practice specializing in taxicab regulation, transit and transportation issues.
Projects for the cities of New York, Los Angeles, San Francisco, San Diego, San Jose, Alexandria(VA),
IAnaheim (CA), Laredo (TX) and Montgomery County (MD) evaluated key taxi policy and operational
issues including strengths and weaknesses of current taxicab service, service response times, need for
additional taxicab licenses and taxicab service improvements. These projects included analysis of the
market for taxi service, visits to taxi companies in the jurisdiction, interviews with company management
and drivers, detailed analyses of taxi company call center (dispatch) data and customer research,
including interviews and focus groups with disabled taxi users and seniors, and development and
I evaluation of policy alternatives. Working closely with government staff and taxi industry
representatives, these projects have resulted in approval and successful implementation of regulatory
changes(in some cases, recommendations are currently under consideration).
IOther projects have documented illegal street pickups by livery cars, analyzed taxi medallion markets,
developed strategy for.taxi company expansion, developed call-center technology, evaluated in-vehicle
Itechnology for credit and debit card acceptance and video monitor screens.
NEW YORK CITY TRANSIT
Deputy Director,Marketing Research and Analysis. 1997-98
Manager,Marketing Research and Analysis, 1994-97
Directed over $1.3 million in research studies, delivered on time and within budget, to bring customer
{ opinions and needs into decision-making process. Responsibilities included evaluation of service
` quality, customer satisfaction, service planning, Intelligent Transportation Systems, fare policy,
MetroCard discount and pass implementation, paratransit trip demand, customer information, subway car
Idesign and bus design.
NYC TAXI AND LIMOUSINE COMMISSION
Director, Policy Development and Evaluation. 1986-94.
Senior-level position reporting to TLC Chairman; responsible for developing agency policies, operating
programs and public information on issues concerning taxi, livery, van and paratransit industries.
Accomplishments include developing regulatory policy initiatives that resulted in documented
improvements to customer satisfaction and reduction in customer complaints, expansion of driver
I training program, insurance initiatives that reduced premiums charged to taxi and car service operators,
financial analyses that served as basis for 1987 and 1990 fare increases; and environmental study that
ultimately led to auctioning of 400 new taxicab medallion licenses, the first industry expansion in 59
years.
NYC DEPARTMENT OF PARKS AND RECREATION
I Deputy Director,Management Planning and Analysis 1985-86.
Responsible for measuring and assessing performance throughout 4,700-person department.
Accomplishments include recommending changes in Forestry operations that yielded 50% increase in
large tree removals and 8% drop in work order backlog; reallocation of agency resources based on
system to evaluate field staff productivity; new expense and capital programs to improve playground and
Ipark conditions.
I
f 2
I
NYC OFFICE FOR ECONOMIC DEVELOPMENT
Senior Economic Analyst. 1982-85.
Conducted in-depth analyses of New York City economic, employment and tax issues. Assessed
implications of changing commuting patterns, characteristics of job growth in the financial services
sector, and outlook for black and Hispanic employment. Directed consultants assessing economic
Iimpacts of technological changes and modeling effects of City personal income tax policies.
EDUCATION
UNIVERSITY OF CALIFORNIA AT BERKELEY
Graduate School of Public Policy. Masters of Public Policy, June 1982.
Full Graduate Fellowship.
OBERLIN COLLEGE Oberlin, Ohio.
Bachelor of Arts, May 1979.
PROFESSIONAL MEMBERSHIPS
I American Public Transit Association
Transportation Research Board (TRB)
TRB Committee on Transportation Issues in Large U.S. Cities
ITRB Committee on Marketing and Fare Policy
Editorial Board,New York Transportation Journal
IInternational Association of Transportation Regulators (past Board member)
PUBLICATIONS
I "The Changing Face of Taxi and Limousine Drivers," report issued July 2004.
"Elasticities for Taxicab Fares and Service Availability," Transportation, Vol. 26, August 1999.
lNew York City Taxicab Fact Book, June 2004.
"Analysis of Proposed Rule for Credit/Debit Card Acceptance in NYC Taxicabs," report prepared for
IFrontier Payments LLC, March 2004.
"Higher Pay, Safer Cabbies: An Analysis of the Relationship Between Driver Incomes and Taxi Crashes
I in New York City,"report prepared for Transportation Altematives, January 2004.
"Cab Availability and Ridership in New York City, 1990-99," report issued March 17, 2000.
"Taxis and Transportation Policy in New York"New York Transportation Journal, Summer/Fall 2000.
"Taxi and Livery Crashes in New York City, 1990-99," report issued February 28, 2001.
"Issues in Fare Policy: The Case of the New York Taxi Industry," Transportation Research Record 1618;
INational Research Council,Transportation Research Board, 1998.
"Fixing New York City Taxi Service,"with G. Gilbert, Transportation Quarterly, Spring 1996.
"Villain or Bogeyman?New York's Taxi Medallion System,"with G. Gilbert, Transportation Quarterly,
Winter 1996.
I
3
"Improving the Proficiency of New York City Taxicab Drivers," with G. Gilbert, Transportation
Quarterly, Fall 1995.
i "Travel Patterns and Needs of Residents of the Chicago Central Area," with R. Miller, A. Douglas and
I D. Stuart, paper presented at Transport Chicago 2000, June 7, 2002.
"New Fare Discounts for Transit Riders in New York City," report prepared for Transportation
Alternatives and NYPIRG Straphangers Campaign,November 2002.
"East River Bridge Tolls: Revenue, Traffic, Mobility and Equity Impacts," report prepared for
Transportation Alternatives and NYPIRG Straphangers Campaign, September 2003.
f "Rail, Ferry or Bus? Improving Suburban Access to Lower Manhattan,"report issued March 2003.
"Commuting,Non-Work Travel and the Changing City: An Analysis of Census 2000 Commuting Results
for New York City,"report issued June 2002.
"Bus Rapid Transit for New York City," report prepared for Transportation Alternatives and NYPIRG
Straphangers Campaign, June 2002.
fEffective Use of Transit Websites, National Research Council, Synthesis of Transit Practice #43, 2002.
"10 Tips for Developing an Effective Transit Website," Metro Magazine, Sept./Oct. 2002.
"Making the Most of the Internet," paper presented at the American Public Transit Association Bus and
Paratransit Conference, May 2002.
I "Building Effective Relationships Between Central Cities and Regional, State and Federal Agencies,"
National Research Council, Synthesis of Highway Practice #297,2001.
"Large City Transportation Issues, Final Report," Large City Technical Exchange and Assistance
Program,New York University Rudin Center for Transportation Policy and Management, 2000.
"Panel Survey Incorporating Customer Attitudinal and Travel Data: Methodological Issues and
I Applications to Transit Policy and Planning,"with K. Stuart, paper presented at TRB Conference on the
Application of Transportation Planning Methods, March 1999.
"Enhancing Transit's Competitiveness: A Survey Approach to Identifying Priorities," Transportation
Research Record 1669, 2000.
"Lessons From MetroCard Fare Incentives,"New York Transportation Journal, Winter 1998.
"Designing Low-Floor Buses to Win Customer Favor,"with D. Lowell & K. Stuart, Mass Transit,
May/June 1998.
"Developing Information for Effective Policy-Making,"presentation at International Association of
I Transportation Regulators Annual Meetings, Miami, Florida,November 1998.
I
I
4
I
Charles Johnson
President, Total Contract Solutions, Inc.
Education
Master of Business Administration,Saint Edwards University,December 1993.GPA 4.0.Elective
emphasis in contract administration.
Bachelor of Business Administration, Sam Houston State University, December 1987. General
Business major, Psychology minor. GPA 3.95.
Experience
IPresident, Total Contract Solutions, Inc. Flower Mound,TX (1995 - present). Provide consulting
services in for-hire and public ground ttansportation including mass transit,paratransit,dial-a-ride,
y taxicab,human service transportation,shuttles,transportation brokerages and other modes.Provide
II consulting in mode and financial analysis, transportation regulation, contracting and privatization,
business plans/proposals,quality control programs,operating procedures,passenger assistance and
programs for mobility impaired riders, Americans With Disabilities Act (ADA) transportation
programs, independent contractor drivers, and computer dispatching systems and related
- transportation technologies. Prepare feasibility evaluations for transportation startups and
acquisitions. Prepare proposals, marketing plans, and cost and price analyses for transportation
providers. Prepare procurement specifications for contracted public transportation projects and
transportation information systems.Provide analysis and testimony before regulatory authorities and
consulting on the regulatory processes. Develop systems for contract marketing, cost and price
analysis,and proposal generation.Provide seminars on transportation contracting,procurement,and
project cost and price analysis. Provide consulting on transportation technology applications
1 including dispatching, telecommunications, general office, claims management, and maintenance
r management. Provide outsourced training for drivers and instructors.
Manager,North American Operations,Mobile Computer Systems, Inc., Philadelphia, PA(held
simultaneous with above position through end of 1996). Handled proposals, site evaluations,
customer consulting,and vendor partnerships for a variety of transportation software and technology
applications including computerized dispatch (voice assist and mobile data terminal), driver and
vehicle management, billing and voucher redemption, service maintenance, and claims and
insurance management. Provided systems that included automatic vehicle location (AVL) using
IGPS, automatic number identification interfaces (ANI), caller ID interfaces for reservation intake,
alphanumeric paging interfaces, automatic telephone reservation attendants, remote reservations
stations,fuel management system interfaces and automatic customer call-out interfaces.Dispatching
systems at more than fifty (50) ground transportation installations across U.S.
-1-
1 Executive Vice-President and General Manager, Greater Austin Transportation Company,
Austin,TX(1988- 1995).Managed more than 500 drivers,50 employees,and 300 diverse vehicles.
j Full profit and loss responsibility for taxicab company, fixed route bus service, public dial-a-ride,
contract delivery service, insurance division,etc.Managed advanced computer dispatching, digital
communications, and telecommunications systems. Increased annual revenues more than 600%
I during tenure while increasing profit margins. Built the nation's largest privately owned liquefied
natural gas fueling station and bus fleet. Developed comprehensive operating procedures for risk
management,reservations,accounting,safety,and MIS. Implemented comprehensive staff training
programs.
Vice-President, Contract Services, Yellow Cab Service Corporation, Houston, Texas (held
simultaneously with above position). Managed proposal preparation, pricing, and contract
administration for Yellow Cab Service Corporation and affiliates. Prepared winning proposals and
managed start-up operations for numerous contract operations.Developed computer-based proposal
preparation system and advanced cost and price analysis program. Developed in-house routing and
scheduling program for subscription paratransit and delivery services.
IRegional Manager, Browning Ferris Industries/DAVE Systems, Houston, Texas (1987 - 1988).
Responsible for transportation market development for BFI's Southwest region following the
acquisition of DAVE Systems. Prepared a comprehensive market analysis and database of
transportation contract opportunities and acquisition targets in Texas,Arkansas,Louisiana,and New
Mexico.Also completed BFI training program in residential and commercial refuse,street sweeping,
and medical waste disposal operations.
Operations Manager,Eagle Paratransit Services,Inc.,Houston,Texas(1986- 1987).Responsible
t for seven contracts with the Metropolitan Transportation Authority for METROLIFT paratransit
service,then the nation's largest contracted paratransit service.Contracts included lift-van,standard-
van,wheelchair minivan, and user-side subsidy programs. Managed start-up operation and service
expansions. Implemented computerized operations system.Developed manual on transportation of
the mobility impaired.
Project Manager, Texas Bus Lines, Houston, Texas (1985 - 1986). Responsible for shuttle bus
contract servicing Houston Intercontinental Airport and six remote bus terminals,and three contracts
for paratransit service.Managed regional dispatch department providing intercity bus,park-and-ride
(six major contracts), and national charter service. Managed start-ups and union grievance process.
-2-
i �
Memberships
• Airport Ground Transportation Association
• American Bus Association
• American Public Transit Association
• Community Transportation Association of America
• International Association of Ground Transportation Regulators
• National Contract Management Association
• Taxicab, Limousine and Paratransit Association
• TLPA Paratransit Steering Committee
• Taxicab and Paratransit Association of California
• Texas Transit Association
Selected ]Papers
"Buying Computer Dispatching and Transportation Software," Taxicab and Livery Management,
Spring 1998.
ComputerizedDispatchingas a Strategic Use of Management Information Systems(Masters Paper,
Saint Edwards University, 1993).
I "Contracting With Airports," Transportation Leader, Fall 2003.
"Contracting With Non-dedicated Fleets," Transportation Leader, Fall 2002.
I Cost Allocation Methodologies in Contracted Transportation Services (Masters Paper, Saint
Edwards University, 1993).
"Cost Allocation in Transportation," Transportation Leader, Summer 2001.
"Driver Scheduling and Extra Board Management," Transportation Leader, Spring 2001.
E "Gatekeeping Brokerage Models" Transportation Leader, Summer 2004.
"Improving the Quality of Service in Transportation," Spring 2002.
"Is Your Company in Compliance with the Current Drug and Alcohol Regulations?" TLPA
Paratransit Newsletter, April 2002.
Liquefied Natural Gas and Fuel Safety Comparisons: A Survey of the Literature (Greater Austin
[ Transportation Company, 1992).
I "Newark-Heath Taxi Token Program Succeeds,"TLPA Paratransit Newsletter, August 2002.
1
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I
"Paratransit: Beyond the Americans With Disabilities Act," Transportation Leader, Winter 2003
Training Administrative Workers (Masters Paper, Saint Edwards University, 1992).
i "Understanding Transportation Brokerage Models," Transportation Leader, Summer 2003
Additionally, co-authored proposals for public transportation projects in more than thirty
states. Also authored training programs and procedure manuals in various transportation
modes, including a contract with Charlotte-Mecklenburg, NC for for-hire driver training
program. .
I Selected Professional Activities
• Instructor's Certificate, Passenger Assistance Techniques for the Elderly and Disabled
(1986).
• Claims Adjuster Certificate, Leonard's Training Program (1988).
• Steering Committee, Co=unity Transportation Association National Convention(1993).
• Speaker, LNG in Public Transit General Session, American Gas Association Natural Gas
Vehicle Conference (1994).
• Recipient, Transportation Partnering Award Texas Association of Minority Business
Enterprises (1994).
• Presenter,Proposals and RFPs,Minority Business Opportunity Symposium Series Breakout
Seminar(1995).
• Speaker, Contracting Market Segment, Airport Ground Transportation Association
I Convention (1998).
• Moderator, Wireless Transactions — Internet & Financial Taxicab, Limousine and
Paratransit Association Annual Convention(2001).
• Speaker, Ground Transportation Management Contracts at Airports Airport Ground
Transportation Annual Convention(2002).
• Speaker,How to ImplementAccessible Taxicab Service,Taxicab,Limousine and Paratransit
Association Annual Convention(2003).
• Presenter, Permits/Franchise/Medallions: Regulatory and Political Issues, Taxicab,
Limousine and Paratransit Association Spring Convention (2004).
I
-4-
Selected Consulting Projects
• Passenger Vehicle For-Hire Driver Training Develop and Provide 2-Day Training Course to
Drivers as a Requirement for Issuance of Renewal or New Passenger Vehicle For-Hire Driver Permit
(North Carolina, 2-Year Contract Beginning January, 2004).
• Taxicab Regulatory Consulting Recommendations and Draft Work for New Municipal Ordinance
I and Process Consulting During Political Process (California, 2003-2004).
• Airport Taxicab Concession RFP Review and Analysis, Cost, Contract and General Consulting
(Kentucky, 2004).
• Chair-Car Service Consulting on ADA Paratransit Contract, Mode Consulting, Public Relations
Writing, National Provider Survey on Dispatching, Consulting on Computerization of Carriers
(Illinois, 2004).
• State Medicaid Transportation Consulting on State Agency Proposal for Managing Statewide
Medicaid Transportation Program, Strategic Consulting, Operating Plan Components, Proposal
Preparation Assistance (Florida, 2004).
• Airport Ground Transportation Analysis of and Recommendations on Commercial Lanes and For-
Hire Services including:Number of For-Hire Permits,Shuttle and Executive Car Recommendations,
Commercial Roadway Consulting,General Regulatory Consulting including Recommendations on
Ordinance (Oregon, 2004).
• Airport Taxicab Concession RFP Review and Analysis, Cost, Contract and General Consulting
(Florida, 2003).
ITaxicabs in ADA Paratransit Service Cost and Price Consulting(California, 2003).
• ADA Paratransit with Multiple For-Hire Carriers RFP Analysis, Operating Plan Components,
I Cost Consulting (Florida, 2003).
• Taxicab Company(Rhode Island, 2001-2002)Consulting on Driver Contracting Relationships.
• Wheelchair Accessible Taxicab Consulting on Utilization and Dispatch Statistical Reporting for
New Regulatory Requirements, General Consulting on Accessible Taxicab Regulations and
Recommendation on Regulatory and Administrative Changes, Review of Dispatching Procedures
and Automation Recommendations (Texas, 2001-2002).
• Airport Taxicab Dispatch Management Service RFP Review and Operating Plan Components,
Technology Consulting, Cost Consulting(Virginia, 2001-2002).
• ADA Paratransit System's Supplemental Taxicab Service Program Design and Service Contract
Consulting for Implementing Taxicabs as Supplement to ADA Paratransit System.(California,2001-
2002).
• Fixed Route Transit Consulting on Performance Reporting System (Texas, 2001).
• ADA Paratransit ADA Compliance and Dispatch Consulting (Virginia, 2001).
• ADA Paratransit IFB Analysis,Survey of IFB verus RFP in National Contracts,Cost Consulting,
Operating Plan Components, Operational Consulting (Texas, 2001).
• Elderly Nutrition Transportation Program Consulting on Contracts with Centers and Funding
Agency (Texas 2001).
' Taxicab Need and Necessity Hearings Analysis of Demand and Report, Operational Consulting,
Expert Testimony and Regulatory Consulting(Pennsylvania, 2001).
-5-
• Airport Taxicab Concession RFP Review and Consulting, Proposal and Operating Plan
Components, Cost Consulting, Driver Procedures Consulting (California, 2001).
• Fixed Route Airport Shuttle Financial and Route/ Operational Analysis and Recommendations
(Texas, 2001).
• Taxicab Company Wheelchair Service General and Implementation Plan and Cost and Price
Consulting,
• Taxicab Medical Transportation Program RFP Review, Proposal and Operating Plan
Components, Cost Consulting (Texas, 2001).
• Airport Shared Ride Shuttle Concession RFP Analysis,Proposal and Operating Plan Components,
Computer Dispatching and Rate Consulting(Kentucky/ Ohio, 2001).
• State Alternative Fuel Regulation Transit and Taxicab Regulatory Consulting (Texas, 2001).
• Federal Aviation Administration Fixed Route Shuttle Service RFP Analysis, Proposal and
Operating Plan Components, Proposal and Cost Consulting (Oklahoma, 2001).
• Airport Ground Transportation Management Contract RFP Consulting, Pre-Proposal
Clarifications, Dispatching System Consulting (Pennsylvania, 2001).
• Veteran's Administration Transportation General Consulting on Existing Contracted Service,
New RFP for Service, Small Business Utilization Plan, (Missouri, 2001).
• Developmentally Disabled Regional Center Transportation RFP Analysis, Proposal and
Operating Plan Components, Cost Consulting(California 2000 - 2001).
• Fixed Route Public Transit and Dial-a-Ride RFP Analysis, Proposal and Operating Plan
Components, (California 2000 - 2001).
• Airport Shuttle Company Computer Dispatch System Consulting(Oklahoma, 2001).
• Paratransit Company Proposal Assistance, Operational Procedures Consulting (Pennsylvania,
2000 -2001).
• Taxicab/Medicaid Transportation Regulatory Review,Provider Application Assistance. (Ohio,
2000 -2001).
• U.S. National Park Shuttle RFP Analysis, Proposal and Operating Plan Components, Cost
Consulting (California 2000).
• ADA Paratransit Statistical Performance Reporting System Consulting (Virginia, 2000).
• Taxicab User Side Subsidies in Paratransit National Survey and Report(Texas, 2000).
• National Paratransit and Taxicab Comparative Survey Survey and Database Design, and
Statistical Analysis and Report(U.S., 2000).
• Taxicab Franchise RFP and Award Process RFP Analysis,Market Research,Proposal Assistance,
Joint Venture Consulting(California, 2000).
• On-Call ADA Transportation Service RFP Analysis, Proposal and Operating Plan Components,
Cost Consulting (Texas, 2000).
Coordinated Human Service Transportation RFP Analysis,Management Recruitment,Business
Plan Consulting (Florida, 2000).
• Contracted ADA Paratransit Comprehensive Operational Audit(Virginia, 2000).
• Taxicab User Side Subsidy Program Flat Rate Pricing Analysis (Texas, 2000).
• Taxicab Medical Transportation Contract Proposal and Operating Plan Components and General
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! a .
Consulting including Flat Rate Pricing (Texas, 2000).
• ADA Supplemental Taxicab Service Cost and Price Analysis (Texas, 2000).
( Transportation Software/Digital Communications Company Strategic Plan Consulting,Product
Consulting, Web Site Content(California, 2000).
• Taxicab Franchise RFP and Award Process RFP Analysis,Market Research,Proposal Assistance,
IAward Consulting (California, 2000).
• Taxicab Guaranteed Ride Home Program Contract Review and Recommendations(Texas,2000).
• University Taxicab Designated Driver Program RFP Analysis, Proposal and Operating Plan
CComponents (Texas, 2000).
• Taxicab Computer Dispatching Company Shared Ride Enhancement Consulting on
Modifications for Shared Ride Dispatching (Canada, 2000).
Taxicab Drug and Alcohol Testing Program Policy, Training Program, General Consulting
(Regional U.S., 2000).
• Taxicab Company Valuation and General Consulting on Sale of Company(Florida, 2000).
` National Parks Shuttle Bus RFP Analysis,Proposal and Operating Plan Components and General
and Cost Consulting (Utah, 2000).
I Airport Taxicab Concession RFP Analysis,Proposal and Operating Plan Components,On-Airport
Dispatching System Design Assistance, Contract Negotiations Consulting, Startup Assistance
(Washington, D.C., 1999- 2000).
• Taxicab Paratransit Drug and Alcohol Free Workplace Policy and Audit Consulting(Ohio, 1999-
2000).
• Dial-a-Ride Supplemental Taxicab Service Proposal Assistance, Implementation and Contract
Consulting, Regulatory Consulting(California, 1999 - 2000).
• National Parks Shuttle Bus RFP Analyses,Proposal and Operating Plan Components and General
Consulting(Utah, 1999).
• Taxicab Company Franchise Application Assistance and Regulatory Consulting(Texas, 2000).
• Taxicab Company Entry Application Consulting, Analysis,Testimony (Connecticut, 1999).
• Taxicab Company Meter Rate Analysis,Application Assistance,Testimony and General Consulting
(Texas, 1999).
• Taxicab Company Computer Dispatching / NOT Upgrade Contract and Implementation Plan
Review and Recommendations (Texas, 1999).
• Employee Emergency Taxicab Transportation RFP Analysis, Proposal and Operating Plan
Components (Texas, 1999)
• Pupil Transportation RFP Analysis and Recommendations (Connecticut, 1999).
• Taxicab Company Dispatching Software Integration Consulting (Kentucky, 1999).
• Deviated Fixed-Route RFP Analysis,Proposal and Operating Plan Components,Startup Assistance
(Oklahoma, 1999).
• Shared Ride Airport Concession Operations and Cost Consulting, RFP Analysis and
Recommendations (Texas, 1998 - 1999).
• Motorcoach Charter Company Reservations and Dispatching System Procurement Consulting
(Texas, 1998).
-7-
• Intercity Bus Service RFP Analysis, Proposal and Operating Plan Components (Delaware, 1998).
• University and School District Bus Service RFP Analysis, Proposal and Operating Plan
i Components, Cost Analysis, Startup Plan(Texas, 1998).
IAirline Bus Service RFP Analysis, General Consulting (Texas, 1998).
• Multi-Mode Transportation Company Operating Procedures and Manuals, Training Program
IConsulting (Texas, 1998).
• Corporate Campus Dial-a-Ride Computer Dispatching and Software Proposal, Closest Vehicle
Algorithm Design (Washington, 1998).
• Airport Shuttle Company Computer Dispatching, Operating Software Review and
Recommendations (Oklahoma, 1998).
• Taxicab Regulatory Analysis and Recommendations on Local Ordinance, General Regulatory
Consulting (California, 1998).
• Taxicab Company Regulatory Consulting, Statistical Analysis of Demand and Dispatching
r (California, 1998).
• U.S.On-Site Inspection Agency Driver/ Escort Services in Support of Arms Control Treaty
Inspection Activities RFP Analysis, General Proposal, Cost Consulting (Utah, 1998).
I Taxicab Dial-a-Ride Service, Subsidy Program and Feeder Service Proposal and Operating
Plan, Unsolicited Proposal,General and Regulatory Consulting(California, 1998).
• ADA Taxicab Service IFB Analysis, Cost and Profit Analysis, Startup Assistance (Texas, 1997-
1998).
• Airport Terminal / Parldng Bus Service RFP Analysis, Proposal and Operating Plan
Components,Hearing Testimony(Pennsylvania, 1997).
• Contracted Van Pool Service Procurement Specifications, Evaluation Criteria, Other RFP
Components (Texas, 1997).
1 Intercity Bus Service RFP Analysis, Proposal and Operating Plan Components,Startup Plan,Cost
I1 Consulting (Delaware, 1997).
• Taxicab Computer Dispatching System Functional Specifications / Purchase Order
(Kentucky, 1997).
• Taxicab Company Operations Review, Regulatory Consulting(Kentucky, 1997).
• On-Airport Bus Service RFP Analysis,Proposal and Operating Plan Components(Arizona, 1997).
• Airport Shuttle Service Feasibility Study, Demand and Financial Forecasts (Texas 1996).
• Non-Profit Human Service Transportation Cost Analysis and Cost Allocation System
(Colorado, 1997).
• Airport Shuttle Company Site Audit,Acquisition Analysis,Financial Projections(Colorado,1995).
I References for these and other projects on request.
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C KAREN JOHNSON
I EXPERIENCE
TOTAL CONTRACT SOLUTIONS, INC. FLOWER MOUND, TX2003 - PRESENT)
)
I
Manager of Business Development
Responsible for corporate market research and business development. Additionally hand'.-.
market research and business development process for clients including development and
implementation of strategic marketing plans, creation of marketing material including brochures
and proposals.
Specialize in business writing including proposals, presentations, manuals and brochures.
Oversee document preparation projects include desktop publishing, utilization of graphics,
photographs, diagrams and charts, multimedia, proof reading and editing.
Coordinate instructors and manage training program administration, manuals, training films, etc.
for TCS driver and instructor training programs.
Work with numerous office technology software for desktop publishing, digital video editing and
software for creating presentations and visual aids.
INNOVATIVE COMMUNI.CATIONS SYSTEMS, INC. AUSTIN AND HOUSTON, TX (1986 -2003)
National Account Manager,August 1992 —December 2002
Responsible for Toshiba Telecommunications Division National Accounts program sales and
account management in the Houston and Austin markets. Simultaneously handle sale of Toshiba
and Tadiran telecommunication and voice processing systems in Austin.
■ Quadrupled the number of Toshiba National Account program customers
originated by ICS.
■ Set new company record for national account sales for three consecutive years.
■ Recognized by Toshiba in 1994 for the highest sales in the region.
■ Successfully maintained long-term business relationships with customers.
■ Established contacts and maintain working relationships with authorized Toshiba
dealers across the United States.
■ Developed a comprehensive contact management system including letter
templates for long term prospecting.
Ia Designed customized implementation packages and personally managed
installations for national account customers.
■ Provided technical support for field technicians throughout the US.
Sales Representative, November 1988 -August 1992
Sold Toshiba, Tadiran, Wygant, Siemens, Comdial, Active Voice, and NEC telecommunications
and voice processing systems in the Austin market. Responsible for prospecting, developing
proposals, sales presentations, closing sales, system implementation, telephone company
coordination, training, and ongoing account management.
■ Developed a referral network within the Austin business community.
■ Accepted position during an economic downturn,yet achieved steady growth in
l sales.
• Maintained exceptional level of product knowledge on systems sold including
I system configuration, programming, and usage.
Customer Service Representative, October 1986-November 1988
Coordinated all aspects of telephone system installations, moves, upgrades, and repairs.
Performed post-installation user training and telephone system programming changes.
■ Achieved the highest add-on sales by a customer service representative in the
company's history.
■ Developed implementation procedures, forms and check lists for telephone
system installations.
• Created custom user guides for customers with unique applications
FIRST TEAS MEDICAL, INC. LEWISVILLE,TX (1985 - FALL SEMESTER
Assistant to the Director of Personnel.
Undergraduate internship handling a variety of special projects including revising the personnel
manual,presenting training programs, and representing the company at job fairs, etc.
EDUCATION
UNIVERSITY OF NORTH TEXAS, DENTON,TEXAS
Bachelor of Arts, 1986. Cum Laude. Communications Major, Psychology Minor.
■ Dean's honor roll, 1984 - 1986.
■ National Speech Communication Association, 1985 - 1986.
• Communication Career Club Vice President, 1985.
I COL VIN D. GIBSON
HUMAN RESOURCES& ASSOCIATES, INC. PRINCIPAL RESUME
KEYSTRENGTHS
Human Resources Expert Business Perspective Problem Solving
Professionalism Results Oriented Analytical Skills
Interpersonal Skills
• HR Staff Resources & Associates Inc., Management Consultant in all areas of HR (2001-
Present)
• Exxon Mobil Corporation, Senior Human Resources Advisor, Compensation and Executive
Programs (1998-2000), Irving, TX. Designs incentive compensation programs for worldwide
Iexecutive population.
• Exxon Mobil Corporation, Headquarters Employee Relations Office, Client Coordinator
(1994- 1997) Irving, TX. Managed Human Resources for five Headquarters Departments on
worldwide basis. Reported to five vice presidents and two Department Managers. Included
salary surveys,job evaluations, compensation for all levels.
• Exxon Mobil Corporation, Headquarters Employee Relations Office, Senior Staff Specialist
(1991-1994) Irving, TX. Managed special projects including resettlement, diversity,
communications, education programs, organization development, training, recruitment, EAP
and drug and alcohol policy compliance,and EEO/AA.
I • Human Resources Consultant(1989-1991) Exxon USA, ECC, and Exxon Mobil Corporation-
New York, NY, Darien, Conn., Houston, TX, Irving, TX and Norfolk, VA. Managed special
projects including the coordination of policy administration for the move of the Headquarters
from New York to Irving, Texas e.g. home sale, shipment, new home acquisition, employee
I assistance program, and assimilation.
• Exxon Company, USA, Benefits Design, Benefits Advisor (1987-1988) Houston, TX.
Coordinated company savings plans, employee stock option program and plan changes for
I40,000 employees.
• Exxon Mobil Corporation, Personnel Systems Project, Section Supervisor & Employee
I Relations Advisor (1984-1987) Houston, TX. Group developed computer applications for
1,000 users.
• Exxon Chemical Company, Baytown Chemical Technology Center,.Employee Relations
Manager (1979-1984) Baytown, TX. Directed a staff that supported four product lines
located in two U.S. and two foreign locations and administrative departments.
Responsibilities included training, recruiting, compensation and OD. Introduced a technician
job family as a part of a multi-skilled job concept for laboratory and craftsman workforce.
• Exxon Mobil Human Resources generalist and supervisor at five different plants/sites (1971-
1979) Houston, TX, Baton Rouge, LA, and Baytown, TX). Positions ranged from specialist
to section supervisory post for expatriate administration, recruitment, safety & IH, and
compensation and salary administration,organizational development and training.
MILITARY INTELLIGENCE GROUP (108th) First Lieutenant, U.S. Arany (1968-
1970), Newark, NJ. As Chief, Personnel Security Investigations, supervised the
execution of background investigations throughout the state of New Jersey. Completed
military obligation at the rank of Captain.
EDUCATION:
• Norfolk State University, B. A. Degree, History (1968); Commission 2LT., United
r States Army
I • University of Southern California, School of Business, Leadership Laboratory
(1983)
• 30 business and related human resources courses in ExxonMobil's career
including advising & consulting, management of charge, diversity, continuous service
innovation, and project management.
PAST AND PRESENT PROFESSIONAL AFFILIATIONS:
IAppointed by the Governor of Virginia to the Board of Trustees of Norfolk State University March 2001
Member of American Society of Training and Development, a national professional society with a focus on design,
I development,and execution of organizational and individual training and development plans.
Member of Society of Human Resources Management(SHRM).
I Retired from Exxon Mobil in the Human Resources function.
PAST AND PRESENT AFFILIATIONS:
I President,Irving Black Ards Council Board Member, Irving Salvation Army
Irving School District Curriculum Committee Chairman,Irving Community Development
Irving School District Information Task Force President,NSU National Alumni Assoc.83-87
Irving School District Teacher Recruitment Committee Baytown&Houston Chambers of Commerce
Hampton Roads(VA)Chamber of Commerce
Rotary International President,Houston Coalition of Alumni
Greater Irving-Las Colinas Chamber of Commerce Vice Chair, Board of Trustees, Norfolk State
University
IAWARDS AND HONORS:
' City of Irving High Spirited Citizen Award-1996 Member of Who's Who in America--99-00
United States Army Commendation Citation Distinguished Alumnus Award of NSU-1990
Fellowships for Columbia's School of Journalism
&Pepperdine's Masters in Organization Development
ROSA M. RIDLEY
HUMAN RESOURCES& ASSOCL4TES INC-PROJECT STAFF RESUME
KEY STRENGTHS
Process Redesign Problem Solving Information
Analytical Skills Professional Integrity Technology (IT)
Written and Verbal Communication Client Interaction
IEDUCATION
HARVARD UNIVERSITY, DIVISION OF CONTINUING EDUCATION
Cambridge, MA Health Careers Program, September 2001-January 2004
IUNIVERSITY OF VIRGINIA, MCINTIRE SCHOOL OF COMMERCE,
Charlottesville, VA Bachelor of Science in Commerce 1999 Concentration in
Management Information Systems and Marketing
PROFESSIONAL EXPERIENCE
I
HR STAFF RESOURCES & ASSOCIATES, INC. 2003-2004
IProjects Consultant
LEXUS OF NORTHBOROUGH Administrator,Northborough, MA, September 2003 -
January 2004 Performed in an administrative and technical role in support of the
Company's accounting, financial, and human resource functions
-Performed configuration, application analysis, and version upgrades of ADP system for
direct deposit
-Increased financial reporting efficiency by creating financial models, Access databases,
and Excel spreadsheets
-Provided technical support for end users of the ADP system
Redesigned customer follow-up process resulting in an 35% increase in customer
satisfaction rating
ACCENTURE (Previously Anderson Consulting), Analyst, Atlanta, GA,
September 1999 - July 2001 Information Technology assignments including project
! management, analyzing operating metrics, modeling, identification of business
I opportunities, root cause analysis, assess business processes and introduce new protocols
or solutions. -Authored end user training documentation
V
BAND OF AMERICA, Financial Analyst Intern, Atlanta, GA,
June - August 1997, June -August 1998. Interned as a Financial Analyst with the
Corporate Finance Group and as an intern in a retail bank
-Prepared presentations, financial projection models, company comparables models and
I descriptive reports on companies and industries
-Efficiently handled transactions, cross-sold bank products and services, developed
customer relationships and upheld bank's image during increased customer concerns over
merger
EQUIFAX INSURANCE DIVISION, Insurance Interviewer, McLean, VA,
June-August 1996 Interviewed clients for insurance underwriters
-Surpassed expected production levels of completed client reports by 50%
-Charged with improving training program based upon strong performance in little time
CITY OF VIRGINIA BEACH TREASURER'S OFFICE, Clerk I, Virginia Beach,
VA, Summer 1994, Winters 1994-95, 1995-96, 1997-98. Performed administrative and
faccounting duties
COMPUTING SKILLS: In-depth knowledge: Microsoft Office Suite (Word, Excel,
PowerPoint, Access), FrontPage, and SQL Familiar with: C++, JAVA
I
I
I
I
Proposal for Independent Taxi and Limousine Study
Appendix - Sample Gras!
Schaller Consulting developed and presented the following grid in our Alexandria, VA
project to summarize our evaluation of regulatory options under consideration earlier
this year. We have found this type of grid to be quite useful for presentation and
Idiscussion purposes and propose to use similar grid(s)in Task 4.
I
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Proposal for Independent Taxi and Limousine Study
fForms
1
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ISCHALLER CONSULTING
FoRTTIJ WO R I
www.fortworthgov.org
PURCHASING DIVISION
REQUEST FOR PROPOSAL (RFP)
FOR
INDEPENDENT TAXI & LIMOUSINE STUDY
No.: 04-0199
Issued: AUGUST 31, 2004
PROPOSAL SUBMISSION DEADLINE:
' *****"SEPTEMBER 30, 2004 by 1:30PM CST*******
NO LATE PROPOSALS WILL BE ACCEPTED
' (Purchasing Division's Clock spall be the official clock)
PROPOSALS SHALL BE DELIVERED TO: PROPOSALS SHALL BE MAILED TO:
' CITY OF FORT WORTH PURCHASING DIVISION CITY OF FORT WORTH PURCHASING DIVISION
LOWER LEVEL/SOUTHWEST CORNER 1000 THROCKMORTON STREET
1000 THROCKMORTON STREET FORT WORTH, TEXAS 76102
' FORT WORTH, TEXAS 76102
' PRE-PROPOSAL CONFERENCE NAME/ADDRESS OF COMPANY
SUBMITTING PROPOSAL:
Schaller Consulting
94 Windsor Place
FOR ADDITIONAL INFORMATION CONCERNING Brooklyn, NY 11215
HIS RFP PLEASE CONTACT:
Phone: (718) 768-3487 Fax: ( 718) 768-5985
Kevin Karle, Senior Buyer
Phone (817) 392-8356 Email: schall challerconsult. m
Fax No (817) 392-8440
' Email kevin.karle@fortworthgov.org Signature.
Printed Name:—Bruce Schaller_
RETURN THIS COVER SHEET WITH' PROPOSAL
Acknowledgment of Addenda: #1 PR#2 #3 #4 #5
I
Robert Combs
Purchasing Manager
1
ATTACHMENT (A)
AFFIDAVIT OF COMMUNICATION, NON-COLLUSION
NON-CONFLICT OF INTEREST, AND ANTI-LOBBYING
FOR: INDEPENDENT TAXI & LIMOUSINE STUDY
RFP No.: 04-0199
IState of Tex2rs Al���'"s.
County of�a�t
Affiant, �Y–tA Cc JG�,a C` ,� r— being first duly sworn, deposes and says:
I
1. Affiant hereby certifies: (a) that neither it, nor any of its officers, employees, agents or other
representatives have communicated in any manner with any City of Fort Worth employee or
City Council member, other than authorized point-of-contacts regarding any aspect of this
solicitation except in public sessions and (b) neither vendor, nor any of its officers,
I employees, agents or their representatives have had any other improper contacts regarding
this project.
2. Affiant does hereby state neither the vendor nor any of Proposer's officers, employees,
I agents or other representatives in interest, has in any way colluded, conspired, or agreed,
directly or indirectly with any person, firm, or officer, valuable consideration for assistance in
procuring or attempting to procure a contract or fix the prices in the attached proposal or the
I proposal of any other vendor, and further states that no such money or other reward will be
herein.
3. Affiant further states they have neither recommended or suggested to the City of Fort Worth
or any of its officials or employees, any of the terms or provisions set forth in their request for
proposal and subsequent agreement.
I 4. Affiant further states their officers, employees, agents or other representatives have not, and
will not attempt to lobby, directly or indirectly, City Council members or other City of Fort
Worth officials between proposal submission date and award and execution of contract.
I5. Affiant further states no officer, employee, agent or other representative is a member of the
City of Fort Worth staff, or related to any employee of the City of Fort Worth except as noted
herein below:
I Signature/Title:
nn �
subscribed an sworn to b ore me this �- day of 2004.
IJ, M Commission x
My ommisslo Expires
Notary Publi
JACK STETCHYORK
NOTARY PUBLIC. STATE OF NEW
NO,02ST3841815 35 COUNTY
QUALIFIED IN SEPT.30,ZO®
ICOMMISSION EXPIRES
f
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Exhibit B. REVIEW OF SHUTTLE REGULATORY ISSUES
Additional scope:
Review regulation of shuttles operating in the City of Fort Worth, including permit
requirements, ordinance definitions, service provided by shuttles and issues
identified in the course of the analysis.
Additional tasks:
This review will be integrated into the scope of work for taxis and limousines as
contained in our proposal. Additions to each task are as follows:
Task 1: Review data and relevant information regarding shuttle operations.
Task 2: Meet with shuttle operators. Discuss shuttle issues with hospitality
and travel industry, taxi and limo owners and DFW staff.
Task 3: Include questions about shuttle service in customer satisfaction
survey. Review any passenger complaint data regarding shuttles.
Obtain data regarding shuttle operations from DFW, as available.
Task 4: Add shuttle ordinance changes, as may be needed, to regulatory
options.
Task 5: Review regulatory options with shuttle operators.
Task 6: Include shuttle issues and recommendations in report.
City of Fort Worth, Texas
Mayor and Council Communication
COUNCIL ACTION: Approved on 6/28/2005
DATE: Tuesday, June 28, 2005
LOG NAME: 38COURT STUDY REFERENCE NO.: G-14843
SUBJECT:
Authorize Execution of a Contract with Schaller Consulting, Inc., to Conduct a Ground
Transportation Study
RECOMMENDATION:
It is recommended that the City Council authorize the City Manager to negotiate and execute a contract with
Schaller Consulting, Inc. to conduct a ground transportation study in an amount not to exceed $61,395.00.
DISCUSSION:
The purpose of the proposed contract is to conduct a study of ground transportation services to determine
the optimum level of taxicabs, shuttles and limousines for authorization to operate in the City.
Requests for grants of privilege received from ground transportation service providers (taxicabs, limousines,
shuttles, horse-drawn carriages and pedicabs) are reviewed by the City Council as authorized by Ordinance
No. 15655. Questions regarding the appropriate number of taxicabs and limousines that should be
authorized to operate on public streets, alleys and thoroughfares of the City of Fort Worth have arisen as
requests for grants of privilege have been reviewed by the City Council. City staff was directed to pursue a
study regarding taxicab and limousine services focusing specifically on determining the appropriate number
of taxicabs and limousines needed in the City of Fort Worth. Additionally, other items, such as a review of a
request for authorization for a fuel surcharge and a review of the level of street rental fees, were proposed
by staff for inclusion in the study.
A total of four proposals were received in response to a Request for Proposal (RFP) issued by the
City. The proposals were reviewed by a committee composed of City staff from the City Attorney's office,
the City Managers office, Organizational Analysis Unit, the Minority/ Women Business Enterprise office, the
Finance Department and Municipal Court. The top two proposers were selected for interview. Schaller
Consulting was determined to be the more appropriate firm based on the background and qualifications of
the firm and the firms' experience on projects of similar scope and complexity.
At its meeting of March 24, 2005, the Public Safety Committee authorized staff to bring forth to the City
Council its recommendation for Schaller Consulting, Inc. to conduct the study at an estimated cost of
$55,395.00.
City staff is proposing to add shuttles to the scope of the study to allow for a more comprehensive review of
all motorized vehicles. Additionally, action was recently taken by Dallas/Fort Worth International Airport
pertaining to shuttle service providers. City staff believes a review of shuttles is necessary to determine any
potential implications of this most recent action. The additional cost associated with this work is $5,500,
thereby bringing the total cost of the study to $61,395.00.
Once the contract has been negotiated and executed, it is anticipated the study could be conducted during
the fourth quarter with completion and implementation in the fall.
Logname: 38COURT STUDY Page 1 of 2
MMBE- Schaller Consulting is in compliance with the City's M/WBE Ordinance by committing to 10%
M/WBE participation on this project. The City's M/WBE goal on this project is 10%.
FISCAL INFORMATION/CERTIFICATION:
The Finance Director certifies that funds are available in the current operating budget, as appropriated, of
the General Fund.
TO Fund/Account/Centers FROM Fund/Account/Centers
GG01 539120 0381000 $61,395.00
Submitted for City Manager's Office by: Richard Zavala (Acting) (6222)
Originating Department Head: Elsa Paniagua (6711)
Additional Information Contact: Elsa Paniagua (6711)
Logname: 38COURT STUDY Page 2 of 2