Building Partnerships for the Future

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Building Partnerships for the Future
Effective Contracting from the Public Agency
Perspective

• Presented by
• Erin Rogers, Assistant General Manager
• Orange County Transportation Authority

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OCTA Transit Services

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Contracting at OCTA

• We tried it that way once
• Single or multiple vendors
• Service
• Vehicle Maintenance
• Driver Training
• Scheduling
• Dispatching

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What We Contract and Why

• Fixed Route Service
• Low productivity routes
• Routes that operate in areas that cannot
  accommodate 40 buses
• Paratransit Services
• ADA services/ Taxi subcontract
• Eligibility Determination
• Lower Cost/Increased capacity and flexibility

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Two Steps to Effective Contracting

• Defining Roles and Expectations
• Clearly defined scope of work
• Open procurement process
• Developing Effective Contract Language
• Understanding and Addressing Needs

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Step 1 Defining Roles and Expectations

• What is my job, what is your job?
• Rule 1 - This is not personal or arbitrary
• Rule 2 - Develop sound processes
• Rule 3 Stick to the plan

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Understand the Big Picture
Service Standards
Public Perception
Agency Staff
Contractor Staff
Board Of Director
Customers/ Constituents
Contractual Requirements
Regulatory Requirements
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Step 2 Understanding and Addressing Needs

• Rule 1 - Know your client agency/organization
• Rule 2 - Know your vendor
• Rule 3 - Do what you say you will do

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