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LET’S DO BUSINESS WORKSHOP Thursday, September 26, 2019 10 AM – 12 PM FORT WORTH CENTRAL STATION, 2 nd FLOOR

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Page 1: LET’S DO BUSINESS WORKSHOP

LET’S DO BUSINESS WORKSHOP

Thursday, September 26, 2019

10 AM – 12 PM

FORT WORTH CENTRAL STATION, 2nd FLOOR

Page 2: LET’S DO BUSINESS WORKSHOP

Let’s Do Business WorkshopThursday, September 26, 2019 10 AM

Agenda

1. Opening Comments/Introductions William Johnson

2. Trinity Metro and Procurement Overview George Jackson IIa) Micro and Small Solicitations

Requisitions/Quotes/PO’s

b) Formal Solicitations

3. Helpful Insights Cynthia Triche Customer Care, Contracts,Payments, Website, etc…

4. a) DBE Program Overview William Johnsonb) Proposed DBE Goal Overview FY 2020 - 2022

5. $$ Future Opportunities $$ George Jackson IIWilliam Johnson

6. Final Q&A / Wrap-up William Johnson7. Attendee Self Introductions8. Networking

Page 3: LET’S DO BUSINESS WORKSHOP

Introductions

Contract Administration and Procurement Department

Sherry Lee Sr. Director Procurement & Facilities

Kathy Bridwell Director Contract Administration & Procurement

George Jackson II Material Management Supervisor

William Johnson DBE Administrator

Cynthia Triche Contract Administrator

Lashelle Robinson Purchasing Assistant

Bianca Tillis Buyer

James Campbell Buyer

Randy Ramirez Buyer

Page 4: LET’S DO BUSINESS WORKSHOP

TRINITY METRO OVERVIEW

George Jackson II, Material Mgmt. Supervisor

Page 5: LET’S DO BUSINESS WORKSHOP

TRINITY METRO OVERVIEW

Trinity Metro Mission Statement

The mission of Trinity Metro is to provide safe, reliable,customer focused, and fiscally-responsible publictransportation services to the citizens of Tarrant County. Westrive to improve quality of life for our residents and driveeconomic development in our region.

Page 6: LET’S DO BUSINESS WORKSHOP

TRINITY METRO OVERVIEW

Trinity Metro Vision Statement

Our vision is to provide transit services that makeTarrant County more livable and support continuedeconomic growth.

Page 7: LET’S DO BUSINESS WORKSHOP

TRINITY METRO OVERVIEW

Trinity Metro Long-Term Goals

Enhance

Connect

Simplify

Sustain

Page 8: LET’S DO BUSINESS WORKSHOP

TRINITY METRO OVERVIEW

Trinity Metro Financial Budgeting Short Term Goals

Increase Support for Transit

Educate the Community About the Benefits of Trinity Metro’s Services

Provide an Outstanding Customer Experience

Maintain Positive Organizational Culture

Page 9: LET’S DO BUSINESS WORKSHOP

TRINITY METRO OVERVIEW

Trinity Metro – Core Services

Fixed Route Bus Services

Trinity Metro Access (Para-Transit Bus Service)

Trinity Railway Express (TRE) Commuter Rail Service to Dallas

TEXRail (Commuter Rail Service to DFW International Airport Terminal B)

Mobile Apps (NextBus and GoPass)

Dash (First Electric Buses and Serves 7th Street corridor and the Cultural District)

ZIPZONE (Alliance and Mercantile) and ZIPZONE App

Downtown Bus Circulator Service (Molly)

Rider Services (Bike and Ride; Carpool and Vanpool; Guaranteed Ride Home)

Page 10: LET’S DO BUSINESS WORKSHOP

TRINITY METRO OVERVIEW

Trinity Metro – Federal Fund Uses

Preventive Maintenance on Vehicles

Purchase of Buses

Preventive Maintenance on TRE

Operational Support for Trinity Metro Access

Transportation Improvements

Safety and Security

Capital Projects (when awarded through FTA competition)

Page 11: LET’S DO BUSINESS WORKSHOP

Procurement Overview

Micro and Small Solicitations

George Jackson II, Material Mgmt. Supervisor

Page 12: LET’S DO BUSINESS WORKSHOP

PROCUREMENT OVERVIEW

Contract Administration and Procurement Department

Trinity Metro’s Contract Administration and ProcurementDepartment is responsible for buying all goods and services andadministering related contracts

Works closely with internal departments

Continuously seeks quality, competitive and diverse suppliers

Page 13: LET’S DO BUSINESS WORKSHOP

PROCUREMENT OVERVIEW

The Basics

Full and Open Competition

Best Use of Public Dollars

Fair and Reasonable Pricing

Ethical Conduct

Enhance Supplier Diversity

New Website Development and Enhancements

Page 14: LET’S DO BUSINESS WORKSHOP

PROCUREMENT OVERVIEW

Procurement Types

Micro-Purchase < 5K Small Purchase > 5K to < $50K Formal Solicitation > $50K

(Buyers / Departments) (Buyers / Departments) (Procurement Staff / Departments)

# 1# 2

# 3

Page 15: LET’S DO BUSINESS WORKSHOP

PROCUREMENT OVERVIEW

MICRO PURCHASES ( < $5,000)

Buyer or User Department May Solicit:

Requires Only One Written Quote

Seek to Distribute Equitably Among Suppliers

Seek to Identify DBEs and Obtain Quotes

Determine That Price is Fair and Reasonable

Issue Purchase Order

# 1

Page 16: LET’S DO BUSINESS WORKSHOP

PROCUREMENT OVERVIEW

SMALL PURCHASES ( > 5,000 to < $50,000)

Buyer or User Department May Solicit:

Buyer Obtains Three Written Quotes

Buyer Obtains at Least One DBE Quote (minimally)

Buyer Can Receive Quotes Electronically

Independent Cost Estimate Required

Determine Price is Fair and Reasonable

Issue Purchase Order

# 2

Page 17: LET’S DO BUSINESS WORKSHOP

Procurement Overview

Formal Solicitations

George Jackson II, Material Mgmt. Supervisor

Page 18: LET’S DO BUSINESS WORKSHOP

PROCUREMENT OVERVIEW

FORMAL SOLICITATIONS > $50,000)

Must Solicit Formally VIA:

Request for Qualifications (RFQ)

Request for Proposal (RFP)

Invitation for Bid (IFB)

Requires DBE Goal Determination

Must be publicly advertised

Independent Cost Estimate is Required

Board Approval is Required*

# 3

Page 19: LET’S DO BUSINESS WORKSHOP

HELPFUL INSIGHTS

Customer Care, Contracts, Payments, Website, etc…

Cynthia Triche, Contract Administrator

Page 20: LET’S DO BUSINESS WORKSHOP

TRINITY METRO VALUES CUSTOMER CARE!!!

Customer Care Is A Core Value:

Interactions with The Public

Interactions with Trinity Metro Employees and Other Contractors/Consultants/Vendors

Responsiveness

Win-Win Solutions Oriented

Mutually Respectful Partnerships and Communications

Page 21: LET’S DO BUSINESS WORKSHOP

CONTRACT ADMINISTRATION OVERVIEW

Contract Process:

Formal IFBs, RFPs and RFQs Incorporated Into Contract Terms and Conditions

Board Approves Contract Award

Contract Administration Requests Insurance Certificate and Bonds (when applicable) – Must Be Current

Project Manager and Contract Administration Enters Into Discussions Regarding Final Contract Terms and Conditions

Page 22: LET’S DO BUSINESS WORKSHOP

CONTRACT ADMINISTRATION OVERVIEW

Contract Process:

Contract Administration Sends Contract to Awardee for Signature

Trinity Metro’s President/CEO Signs Contract for Final Execution

Awardee Works Closely with Applicable Department and Contract Administration

Change Orders and Contract Amendments Must Go Through Trinity Metro Authorized Process

Davis-Bacon Applies for Federally Funded Construction Contracts at or above $2K

Page 23: LET’S DO BUSINESS WORKSHOP

CONTRACT ADMINISTRATION OVERVIEW

Contract Process:

Davis-Bacon Applies for Federally Funded Construction Contracts at or above $2K

Trinity Metro May Exercise Applicable Annual Contract Renewals (not guaranteed)

Awardee Expected to Follow Contract Terms through Contract Life

Contract Close-out

Pay Requests Submitted Monthly $$$

Payment Net 30 Days $$$

Page 24: LET’S DO BUSINESS WORKSHOP

TRINITY METRO WEBSITE OVERVIEW

www.ridetrinitymetro.org

Page 25: LET’S DO BUSINESS WORKSHOP

PROCUREMENT WEB PAGE OVERVIEW

Page 26: LET’S DO BUSINESS WORKSHOP

PROCUREMENT WEB PAGE OVERVIEW

Page 27: LET’S DO BUSINESS WORKSHOP

WEBSITE OVERVIEW

PROCUREMENT WEB PAGE OVERVIEW

Page 28: LET’S DO BUSINESS WORKSHOP

DISADVANTED BUSINESS ENTERPRISE (DBE) OVERVIEW

DBE Program and DBE Goal FY 2020 – 2022

William Johnson, DBE Administrator

Page 29: LET’S DO BUSINESS WORKSHOP

DBE PROGRAM OVERVIEW

Required by US Department of Transportation (USDOT) / Federal Transit Administration (FTA) If Receiving More Than $250,000 Annually

Trinity Metro Has FTA Approved DBE Program

Trinity Metro is Committed to Ensuring Minority and Women-Owned Business Inclusion

Trinity Metro Establishes Solicitation-Specific DBE Goals

Bidders/Proposers Must Comply with DBE Program to Be Considered Responsive

Trinity Metro Encourages and Seeks DBE Prime

Participation

Page 30: LET’S DO BUSINESS WORKSHOP

DBE PROGRAM OVERVIEW

Trinity Metro Recognizes DBE Certifications

North Central Texas Regional Certification Agency (NCTRCA)

Texas Unified Certification Program (TUCP)

Bidders/Proposers Must Meet Its DBE Commitment Over Contract Life

DBE Primes’ Self-Performance Counts Towards DBE Goal

Trinity Metro’s Proposed DBE Goal is 13% for (FY 2020 -2022) – Based on Projected Types of Contracts and DBE Availability

Page 31: LET’S DO BUSINESS WORKSHOP

ON-GOING AND FUTURE OPPORTUNITIES

George Jackson II, Material Management Supervisor

William Johnson, DBE Administrator

Page 32: LET’S DO BUSINESS WORKSHOP

ON-GOING AND FUTURE OPPORTUNITIES

Trinity Metro Buys:

Vehicle Parts

Oil/Lubricants

Supplies

Promotional Items

Professional Services

Construction Services

General Services

Purchase Agreements

And More…

Page 33: LET’S DO BUSINESS WORKSHOP

ON-GOING AND FUTURE OPPORTUNITIES

George Jackson II, Material Mgmt. Supervisor

William Johnson, DBE Administrator

Page 34: LET’S DO BUSINESS WORKSHOP

WRAP-UP / FINAL QUESTIONS ???

Page 35: LET’S DO BUSINESS WORKSHOP

ATTENDEE SELF-INTRODUCTIONS

Page 36: LET’S DO BUSINESS WORKSHOP

THANK YOU !!!

Page 37: LET’S DO BUSINESS WORKSHOP

NETWORKING / RELATIONSHIP BUILDING


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