Program

Bus Technical, Maintenance & Procurement Workshop
October 28 – 31, 2007
New Orleans, Louisiana

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Sunday, October 28
12 – 4 p.m.	Registration Counter North
1 – 3 p.m.	Clean Propulsion & Support Technology Committee Meeting Marlborough A
3 – 5 p.m.	Procurement and Materials Management Committee Meeting Marlborough B
3 – 5 p.m.	Bus Technical Maintenance Committee Meeting Marlborough A
6 – 7 p.m.	Reception Port/Starboard Come and enjoy yourself and meet with other transit people. Your reception ticket will be required at the door.
Monday, October 29
7:15 a.m. – 12 p.m.	Registration Counter North
7:15 – 8 a.m.	Continental Breakfast Jefferson Ballroom
8 – 8:30 a.m.	Opening General Session Jefferson Ballroom Welcome to New Orleans! Welcome to the BTMP Workshop. This opening session sets the stage for all of the activities in store for you at the workshop. Welcome: Richard Hunt, chair, APTA Clean Propulsion and Support Technology Committee, and general manager, metro San Fernando Valley Service Sector, Los Angeles County Metropolitan Transportation Authority, Chatsworth, CA Reginald B. Lovelace, chair, APTA Procurement and Materials Management Committee, and vice president, Purchasing and Warehousing Department, Chicago Transit Authority, Chicago, IL Gene Walker, chair, APTA Bus Technical Maintenance Committee, and maintenance manager, Golden Gate Transit, San Rafael, CA Mark A. Major, general manager/CEO New Orleans Regional Transit Authority, New Orleans, LA
8:45 – 10:15 a.m.	Outsourcing: Is it in Your Future? Kabacoff Similar to the manner in which procurement, material management, maintenance, and operation personnel must perform make or buy decisions on parts, the same groups of people may be faced with deciding whether to outsource for services. From maintenance activity, to procurement functions, to revenue services, there can be many factors that come into play when analyzing whether or not outsourcing makes good business sense. In addition, outsourcing may involve shared services. Join this discussion to explore some of the critical aspects involved in making such a decision. How do you assess the business factors leading to a decision? If you decide to proceed, how do you measure and what do you monitor to assess whether it was the right decision? Moderator: Richard Wieczorek, procurement department manager, San Francisco Bay Area Rapid Transit District, Oakland, CA Panelists: Lisa DeGrace, vice chair, APTA Procurement and Materials Management Committee, and director, contracts, procurement and material, Metropolitan Atlanta Rapid Transit Authority, Atlanta, GA Paul L. Como, vice president of procurement & materials, Metropolitan Transit Authority of Harris County, Houston, TX Peter Bruno, business development manager, Veolia Transportation, Norcross, GA Ricardo "Rick" Pulido, regional vice president, First Transit, Inc., San Antonio, TX
8:45 – 9:15 a.m.	Advanced Technology Procurement – Protecting Your Agency's Interests While Procuring New Technologies Compass Moderator: Joshua J. Goldman, vice chair, APTA Clean Propulsion and Support Technology Committee, and project engineer, ISE Corporation, Poway, CA Speaker: John Drayton, manager of vehicle technology, Los Angeles County Metropolitan Transportation Authority, Los Angeles, CA
8:45 – 9:15 a.m.	Post-Accident Procedures for Maintenance Oak Alley Moderator: George Karbowski, director, operations and maintenance, Foothill Transit, West Covina, CA Speaker: Halsey King, president, Halsey King & Associates Inc., Carlsbad, CA
9:15 – 9:45 a.m.	Improving Transit through Technology Compass Speaker: Dan Kemper, regional sales manager New Flyer, Hudson, WI
9:15 – 9:45 a.m.	City of Phoenix West Operating Facility Oak Alley Speaker: Donald J. Leidy, managing principal, Maintenance Design Group, LLC, Denver, CO
9:45 – 10:15 a.m.	Natural Gas Beyond 2010 – Meeting the Future Today with Natural Gas Compass Speaker: Gord Exel, vice president, sales, Cummins Westport, Inc., Vancouver, BC
9:45 – 10:15 a.m.	A Summary of Two Transit Fleets’ Brake Performance Using a Performance-Based Brake Tester Oak Alley Speaker: David Domine, general manager, Link-Radlinski, Inc., East Liberty, OH
10:30 a.m. – 12 p.m.	Energy Price Risk Management Kabacoff Utilities, electric, and natural gas all have their own complexities, especially where there has been deregulation. Come hear the latest and learn what considerations come into play when an agency decides to build its own power plant. Moderator: Paul L. Como, vice president of procurement & materials, Metropolitan Transit Authority of Harris County, Houston, TX Panelists: Jeffrey R. LeMunyon, CFA, principal, Linwood Capital LLC, Edina, MN Frank Schultz, manager, management analysis San Francisco Bay Area Rapid Transit, Oakland, CA Jackie Georgiou, vice president, consulting, LPB Energy Consulting, Houston, TX Wright C. Parkes, director of procurement, Hampton Roads Transit, Hampton, VA
10:30 – 11 a.m.	Advancements in Hybrid Technology Compass Moderator: Richard Hunt, chair, APTA Clean Propulsion and Support Technology Committee, and general manager, metro San Fernando Valley service sector, Los Angeles County Metropolitan Transportation Authority, Chatsworth, CA Speaker: Joshua J. Goldman, co-vice chair, APTA Clean Propulsion and Support Technology Committee, and project engineer, ISE Corporation, Poway, CA
10:30 – 11 a.m.	Quality Bus Manufacturing Inspection Process Oak Alley Moderator: Brian Markey, instructor, Los Angeles County Metropolitan Transportation Authority, La Verne, CA Speaker: Halsey King, president, Halsey King & Associates Inc., Carlsbad, CA
11 – 11:30 a.m.	Racetrack Technology Applied to Buses Compass Speaker: Mark Tellis, trainer, Tri-County Metropolitan Transportation District of Oregon, Portland, OR
11 – 11:30 a.m.	Bus Brake Maintenance and Troubleshooting Oak Alley Speaker: William ‘Bill’ Burke, region sales manager, Marathon Brake Systems, Adairsville, GA
11:30 a.m. – 12 p.m.	Diagnostics for Hybrid Electric Buses Compass Speaker: Steven Tilyou, product support manager, BAE Systems, Johnson City, NY
11:30 a.m. – 12 p.m.	New Orleans – Recovering from Chaos Oak Alley Speaker: Rosalind Blanco Cook, public information manager, New Orleans Regional Transit Authority, New Orleans, LA
12 – 1 p.m.	Luncheon – Inventory Management Jefferson Ballroom The acquisition and management of inventory parts is often a challenge for all the parties involved, each of whom has a different focus and a different view of how the process should work. A panel representing procurement, material management, and vendor representatives will discuss the challenges posed by ordering processes, the use of part numbers, and balancing between sole source items and maintaining competition. Moderator: Wright C. Parkes, director of procurement, Hampton Roads Transit, Hampton, VA Panelists: Gordon Garrettson, manager, materials management, Maryland Transit Administration, Baltimore, MD Greg Church, director, parts sales, North American Bus Industries, Inc. (NABI), Delaware, OH Tim Guldin, vice president/general manager, parts source, ABC Companies, Winter Garden, FL Charlane Crawford, procurement specialist, Greater Cleveland Regional Transit Authority, Cleveland, OH Steven Tilyou, product support manager, BAE Systems, Johnson City, NY
1:15 – 2:45 p.m.	Buy America and 4220 Updates Kabacoff FTA has just published the long-awaited final rule on Buy America as well as an updated guidance on third party contracting (4220.1F). Our speakers will interpret the FTA’s recent actions and answer your questions on the dos and don’ts. Speakers: James LaRusch, chief counsel, APTA James Harper, Jr., contracting officer/third party contracting team leader, Office of Procurement, Federal Transit Administration, Washington, DC
1:15 – 1:45 p.m.	Emissions Impacts from Alternative Fuels and Technologies in Public Transportation Compass Moderator: Larry Luttrell, technical specialist, PB, Houston, TX Speaker: Jairo Sandoval, graduate research assistant, West Virginia University, Morgantown, WV
1:15 – 1:45 p.m.	Let There Be Light, Advancements in LED Technology Oak Alley Moderator: Gene Walker, chair, APTA Bus Technical Maintenance Committee, and maintenance manager, Golden Gate Transit, San Rafael, CA Speaker: Daniel G. Kelleher, business area director, bus & rail, Mark IV Luminator, Plano, TX
1:45 – 2:15 p.m.	An Outlook on the Future of Energy Compass Speaker: Mitchell W. Pratt, vice chair, APTA Clean Propulsion and Support Technology Committee, and senior vice president & corporate secretary, Clean Energy, Seal Beach, CA
1:45 – 2:15 p.m.	All-Electric Transit Bus Air Comfort System Oak Alley Speaker: Hugh Ferdows, chief executive officer, SUTRAK Corporation, Lamar, CO
2:15 – 2:45 p.m.	Energy Storage Basics for Hybrid Buses Compass Speaker: Nathan Rues, systems engineer, Allison Electric Drives, Indianapolis, IN
2:15 – 2:45 p.m.	Planetary Axles Advantages for Transit Oak Alley Speaker: Jeffrey Armfield, senior manager, aftermarket, Axle Tech International, Troy, MI
3 – 4:30 p.m.	DBE Goals and the Western States Ruling Kabacoff It is a perennial challenge: how should an agency or prime set appropriate DBE goals and then find qualified DBE suppliers/ contractors to meet that goal? This session will provide you with some new ideas, and will include a review of the FTA certification program for bus manufacturers. Panelists will also touch on the Western States ruling and provide insight into how FTA is interpreting Western States. You will hear from agencies that are already conducting disparity studies to stay ahead of the curve. Moderator: Patricia A. Biedar, vice chair, APTA Business Member Small Business Committee, and strategic sales manager, Clever Devices Ltd., Mt. Prospect, IL Panelists: Colette Holt, principal, Colette Holt & Associates, Chicago, IL Gloria Dixon, vice president, diversity & economic opportunity, Dallas Area Rapid Transit, Dallas, TX James Harper, Jr., contracting officer/third party contracting team leader, Office of Procurement, Federal Transit Administration, Washington, DC
3 – 3:30 p.m.	Diesel Hybrid: It's Hot Out There! Compass Moderator: Mark Tellis, trainer, Tri-County Metropolitan Transportation District of Oregon, Portland, OR Speaker: Bobby Kuhn, director of maintenance, San Joaquin Regional Transit District, Stockton, CA
3 – 3:30 p.m.	Event Data Recorder – Maintenance & Accident Investigation Applications Oak Alley Moderator: Don Nielsen, platform manager, bus HVAC, Thermo King Corporation, Bloomington, MN Speaker: Gary Mosey, applications manager, North America products, Circuitlink International, Track Trailer Transit, Detroit, MI
3:30 – 4 p.m.	Bio-Diesel: It’s Cold Out There! Compass Speaker: Richard G. Ciccone, maintenance/special projects manager, Ben Franklin Transit, Richland, WA
3:30 – 4 p.m.	Fast Tracking Transit Center Construction: Lessons Learned From a Small Transit Property Oak Alley Speaker: Michael Hernandez, chief operating officer, Monterey Salinas Transit, Monterey, CA
4 – 4:30 p.m.	2007 EPA Engine Experience Compass Speaker: James M. Gebis, chief automotive equipment engineer, Chicago Transit Authority, Chicago, IL
4 – 4:30 p.m.	Drum vs. Disc Brake Experiences Oak Alley Speaker: Brian Markey, instructor, Los Angeles County Metropolitan Transportation Authority, La Verne, CA
Tuesday, October 30
7:15 – 9 a.m.	Registration Counter North
7:15 – 8 a.m.	Continental Breakfast Jefferson Ballroom
8 – 9:30 a.m.	Contracting During and After a Disaster Kabacoff The Gulf States suffered a massive disaster with Hurricane Katrina. Two years later, recovery is slow. Every part of the United States is potentially subject to some type of disaster - either natural or man-made. What can we learn from what these regional agencies have experienced? Is your agency "ready" for a disaster? What could APTA and/or its member agencies do to help? What legislative initiatives can or should we sponsor to enable agencies to more rapidly recover? While this session may not provide the answers, the idea is to stimulate a discussion on what we can or should be doing to better prepare. Moderator: Margaret E. Merhoff, contract administration manager, Los Angeles County Metropolitan Transportation Authority, Los Angeles, CA Panelists: Dwight A. Duplessis, director of internal audit, New Orleans Regional Transit Authority, New Orleans, LA (invited) Kenneth Fischer, senior vice president, McDonald Transit Associates, Inc., Fort Worth, TX
8 – 9:30 a.m.	Altoona Bus Testing Program Compass Speakers: David J. Klinikowski, program manager, Pennsylvania State University, Pennsylvania Transportation Institute, University Park, PA Marcel Belanger, program manager, Office of Technology, Federal Transit Administration, Washington, DC
9:45 a.m. – 3 p.m.	Volunteer in New Orleans Out of Hotel Spend today using your talents and time to make a difference in this hard hit community. Sign up to participate at the APTA registration desk. New Orleans Regional Transit Authority Two years after Katrina and NORTA’s bus maintenance facility is still feeling its effects. Help boost the morale of NORTA employees by taking a turn at the BBQ pit, which survived Katrina. Volunteers are needed to grill and serve the food to the employees. New Orleans City Park Restoration Project Help the city continue its recovery and rebirth with a day of action. Appropriate attire and work gloves are suggested. Stop by the APTA registration desk for more details on this Katrina recovery project. BBQ sponsored byMaintenance Design Group Park Restoration Project sponsored by Voith Turbo Inc.
Wednesday, October 31
7 – 8 a.m.	Coffee Break Jefferson Ballroom
8 – 9:30 a.m.	Establishing Standard Procurement Practices – The APTA Process Kabacoff One of APTA’s newest initiatives in standards development focuses on industry procurements. Working groups are developing recommended practices in contract terms and conditions, risk allocation, and procurement process, as well as the unique challenges faced when procuring technology. Speakers will share progress to date and detail how both agencies and suppliers will reap benefits from standardizing the industry’s procurement process. Speakers: Wright C. Parkes, director of procurement, Hampton Roads Transit, Hampton, VA Richard Wieczorek, procurement department manager, San Francisco Bay Area Rapid Transit District, Oakland, CA
8 – 9:30 a.m.	ASE Certification for Transit Mechanics Compass Speakers: Ken Mall, business unit leader-technical, Educational Data Systems, Inc., Dearborn, MI Dennis M. Cristofaro, manager, bus maintenance training & development, Chicago Transit Authority, Chicago, IL
Procurement for Project & Maintenance Managers, Parts I & II One of the most difficult tasks procurement organizations face is getting complete and meaningful documents from user departments, primarily maintenance and project managers. These documents include scopes of work/technical specifications, evaluation criteria/plans, and proposal requirements. Furthermore, documenting the contractor evaluation and selection process often leaves a lot to be desired. How many times have agency procurement officers been told by potential contractors that the agency has not expressed its requirements well? Learn the essentials of writing good scopes of work ready to be included in a Request for Proposal (RFP) without all the back and forth between procurement and the writer. Learn how to develop evaluation plans and tie them to your proposal requirements in the RFP.
8 – 9:30 a.m.	Part I: Scope of Work Preparation: Planning, Needs Assessment, and Writing Oak Alley Speaker: Charles F. Kalb, procurement and materials director, AC Transit, Oakland, CA
9:45 – 11:15 a.m.	Part II: Request for Proposal Responsibilities: Requirements, Evaluation Award, and Contract Administration Oak Alley Speaker: Charles F. Kalb, procurement and materials director, AC Transit, Oakland, CA
9:45 – 11:15 a.m.	Contractor Evaluation & the Shrinking Pool of Suppliers Kabacoff How do agencies and bus manufacturers evaluate their suppliers and what recourse does the supplier/contractor have for a poor performance rating? Learn how Dallas Area Rapid Transit is utilizing a vendor performance database, and what mechanisms allow one agency to learn about another’s experience with a poor performer. Moderator: Patricia A. Biedar, vice chair, APTA Business Member Small Business Committee, and strategic sales manager, Clever Devices Ltd., Mt. Prospect, IL Panelists: Brenda Mowen, assistant vice president, procurement, Dallas Area Rapid Transit, Dallas, TX Tim Guldin, vice president/general manager, parts source, ABC Companies, Winter Garden, FL
9:45 – 11:15 a.m.	Train the Trainer Compass Speaker: Andrea Dobson, consultant, APTA Bus Standards Program, Portland, OR
11:30 a.m. – 1 p.m.	Closing Brunch River Room Facilitator: Gene Walker, chair, APTA Bus Technical Maintenance Committee, and maintenance manager, Golden Gate Transit, San Rafael, CA
1 – 4 p.m.	FTA Bus Emissions Testing Workshop Compass FTA seeks to modify the Bus Testing Regulation (49 CFR Part 665) to incorporate tests for brake performance and emissions to comply with the requirements in Section 3020 of SAFETEA-LU. The purpose of the workshop is to provide the transit industry an update on the Notice of Proposed Rulemaking, introduce the draft protocol for the FTA New Model Transit Bus Emissions Test, and to solicit feedback on the draft test protocol.

Special Thanks to
Our Sponsors

BAE SYSTEMS

Maintenance Design Group

MAXIMUS Inc., Asset
Solutions Division

Motor Coach
Industries, Inc.

Voith Turbo Inc.

 

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