PUBLIC SPEAKING BROCHURE
INDEX TO C.V. (RESUME)
AND GOVERNMENT SERVICE DELIVERY
"The Business of Government: Competition Between Texas Governments and the Private Sector," Report
for the Texas Public Policy Foundation, 2003
Seminar for Tianjin (China) county and municipal
officials on purchasing (privatization and competitive tendering) of public
services. Tianjin is a municipality of 10 million population (1999).
Drafted privatization of general services legislation
introduced in Colorado and Arizona. Legislation was passed by both houses of
the legislature in Arizona, but vetoed by the governor. Parts of the
legislation were included in an enacted Texas bill. The legislation would have
established a routine system for converting public services to privatization
and competitive contracting, including safeguards to ensure achievement of
Presenter in a Heritage Foundation general services
privatization seminar for senior state of Oklahoma officials (1999).
Drafted model state legislation adopted by the
American Legislative Exchange Council on privatization of state and local
government services and functions (1988-1989).
Presented a seminar to Commonwealth of Independent
States (CIS) local and regional government officials on privatization and
competition in government services under the sponsorship of the Free Congress
Presented a seminar to Belarus local and regional
government officials on privatization and competition in government services
under the sponsorship of the American Legislative Exchange Council (1993).
Seminars on public policy issues, including
economics, privatization, competitive tendering, government management and
transport policy for public officials in 35 US states, Canada, China,
Netherlands, Australia, New Zealand, Slovenia, Ukraine, Belarus, the Czech
Republic, Slovakia and Russia (1985 to present).
Presented seminar on competitive tendering of public transport
services in Adelaide under the sponsorship of the South Australian Ministry of
Prepared an analysis of the potential for improving
public transport in Ottawa through competitive tendering.
Presented a seminar on competitive tendering of
public transport services in Brisbane under the sponsorship of the Queensland
Ministry of Transport (1991).
Presented a seminar on competitive tendering of
public transport in Sydney under the sponsorship of the New South Wales Bus
Presented a seminar on competitive tendering of
public transport service in Wellington under the sponsorship of the Urban
Transport Council (1989).
Sponsors website(www.publicpurpose.com) specializing
in commentary and information on transport
Provided assistance tithe Liberal Party of South
Australia in developing the public transport portion of its manifesto for the
1993 election. Much of the program, including competitive tendering and
separation of policy from operations, has been implemented (1993).
Prepared and delivered a seminar on competitive
tendering of public transport service for the Minister of Transport of the
Prepared an analysis of international competitive
tendering in public transport for the Ontario Motor Coach Association (2000).
Prepared an analysis of US and Canadian public
transport market share data by size of metropolitan area as a part of a project
for the Tasmanian government under a subcontract to Booz Allen Hamilton (1999).
Subcontractor to Deloitte Touche on a project to
evaluate the potential for competitive tendering (competitive contracting) of
public transit service in the Montreal area. Task was to obtain and analyze
international experience information (2000).
Served as consultant to National Express, PLC
(London) for the purpose of entry to the US and Canadian public transport
markets. Developed the proposed strategy of acquisitions and introduced
corporate officials to acquisition candidates. This led to National Express
purchases placing it as the third largest school bus operator in North America
and one of the top three public transit operating companies. In all, nearly
10,000 buses of service are now provided (1997-2000).
Assisted the state of Victoria (Australia) in
privatization of its light rail, urban rail and intercity rail system as a part
of a consulting team led by Coopers Lybrand (1997).
Retained under subcontract by the Ministry of
Transport and Communications of Ontario to prepare a model contract for
competitive tendering of public transport service (1990)
Analysis of the financial and ridership projections
for the Las Vegas Monorail for a local transportation organization (2000)
Reviewed the potential for improving public transport
service at the San Francisco Municipal Railway (buses, trolley buses, cable car
and light rail) through competitive tendering (for the Mayor's office). The
assignment also addressed organizational and governance issues (1997).
Co-author of public transportation chapter in book How
Privatization Can Solve America’s Infrastructure Crisis (Heritage
Prepared commuter rail marketing analysis for an
international transportation firm.
Assembled and managed a team (both technical and
political) to prepare a proposal to operate the competitively contracted San
Mateo Transit District bus services for Grosvenor Bus Lines in San Francisco.
At the time, this was the only US competitive contract under which a private
provider operated articulated buses. Services were largely provided into the
San Francisco central business district..
Assisted Grosvenor Bus Lines in retaining the San
Mateo Transit District services at contract renewal (1995).
Assisted Medicine Lake Bus Lines in legislative and
administrative processes and cost allocation related to contracted services in
the Minneapolis-St. Paul area (1988-1993).
Prepared an analysis forth Southeastern Pennsylvania
Transportation Authority (SEPTA) of the potential for public-private
competition to improve service to riders and taxpayers. Included cost-benefit
analysis of labor protective arrangement buy-out (may have been first such
analysis in US urban public transport industry) Contribution was a component of
the Phoenix Management performance review (1997).
Prepared an “opportunity analysis” on VIA
Metropolitan Transit in San Antonio for the Texas Public Policy Foundation. The
report recommended reversal oaf major fare increase, administrative cost
savings and competitive contracting of transit services (1997). In response to
the report, fares were reduced. One impact of the report was cancellation of a
proposed telecommunications tax, which was found to be unnecessary.(1998).
Prepared an update to the “opportunity analysis” on
VIA Metropolitan Transit in San Antonio for the Texas Public Policy Foundation
“opportunity analysis” on statewide transit in Texas for the Texas Public
Policy Foundation (1999).
Prepared an “opportunity analysis” on the Capital
Metropolitan Transit District in Austin for the Texas Public Policy Foundation
Prepared an “opportunity analysis” on the
Metropolitan Transit Authority in Houston for the Texas Public Policy
Prepared an “opportunity analysis” on the Dallas Area
Rapid Transit Authority for the Texas Public Policy Foundation (1999).
Principal member of consulting team retained to
perform a strategic review of public transport programs for the state of
Washington Legislative (parliamentary) Transportation Committee (1996).
Performed review and cost evaluation of the Denver
public transport competitive tendering program and cost-benefit study on public
versus private purchase of capital equipment used in competitively tendered
services for the Denver Regional Transportation District as a subcontractor to
Mundle & Associates (1996).
Drafted guidelines conversion of public transit in
New Zealand to competitive tendering(contracting) for Transit New Zealand, as a
subcontractor to Travers Morgan for Transit New Zealand (1990).
Produced an analysis of the determinants of
competitive intensity in competitive tendering for the New Zealand central
government organization responsible for transport (Transit New Zealand under
subcontract to Transit New Zealand). Study included the United States, Canada
and the United Kingdom (1991).
Drafted legislation requiring 20 percent of Denver
bus system to be competitively contracted. Legislation was passed and signed by
Colorado governor Roy Roemer. Legislation also included deregulation, which was
Conducted analysis and prepared documentation for the
Independence Institute on the impact of the Denver competitive contracting
legislation with respect to a successful effort to expand the mandate to 35
Member of an expert panel advising KPMG Peat Marwick
on a project to outline strategic directions for OC Transpo (Ottawa public
transport operator) (1998).
Drafted model state legislation on competitive
contracting of public transit service for the American Legislative Exchange
Prepared and presented 35 regional seminars for the
American Bus Association on public transport policy and competitive tendering.
The program was sponsored by the US Department of Transportation (1985-1986).
Provided technical assistance on public transport
policy and competitive tendering for the American Bus Association (private
charter and intercity bus operators), under a second grant from the US
Department of Transportation (1985-1986).
Prepared and produced 10US regional seminars and
provided technical assistance for the National School Transportation
Association (private school bus operators) uncompetitive tendering. The program
was sponsored by the US Department of Transportation Federal Transit
Produced a newsletter on competitive tendering of
public transport services for the National School Transportation Association
under a grant from the Federal Transit Administration (1992-1993)
Principal author of a research project comparing
public and private school bus operations for the American Legislative Exchange
Authored book on competitive contracting of public
transport service, Moving America Competitively, for the American
Legislative Exchange Council under a grant from the Urban Mass Transportation
Served as marketing director for a proposed new
school bus vehicle entry into the US market by the Slovenian firm TAM. The
assignment included extensive contacts with school bus officials and
preparation of meeting programs in the United States and Europe (1989-1993).
Certified by the US Department of Transportation as
an “expert” in the “Public Private Transportation Network” program. This
program provided technical assistance to public transport agencies, local
governments, regional planning organizations and private transit and school bus
operator organizations. Assignments completed in Arizona, California, Colorado,
Connecticut, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland,
Michigan, Minnesota, Missouri, New Jersey, New Hampshire, New Jersey, New York,
North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, Virginia,
Washington, and Wisconsin. The program was discontinued in 1993 (1985- 1993).
Developed a draft local transportation plan for the
Booker T. Washington public housing development in Jersey City, under the
sponsorship of USDOT (1988).
Assisted in the design of a central city to suburban
transportation system for newly employed workers in the Philadelphia area. The
program was sponsored by the University of Pennsylvania (1986-7).
Prepared and delivered a seminar on public
transportation competitive contracting for Durham School Bus Co.
Prepared and delivered a seminar on public
transportation competitive contracting for Laidlaw Transit.
Analysis of public transport trends and potential for
competitive tendering of service in Chicago for the Metropolitan Transportation
Subcontractor on a privatization review project for
the Atlanta Regional Council (1986).
Delivered and performed primary research with respect
to 11 papers at the first five International Conferences on Competition and
Ownership in Land Transport, including plenary session presentations at five
conferences. Four papers involved research and an inventory of competitive
tendering experience in world public transport, including school transport
Co-author of a bus chapter of book (Privatization
for New York: Competing for a Better Future) for the New York State Senate
Advisory Committee on Privatization (1992).
Co-author of “Privatization in the Public Services,”
chapter of Privatization: Tactics and Techniques, published by the
Fraser Institute (Vancouver), 1988.
Co-author of “How the Competitive Market can Make
Canadian Transit Effective and Efficient” chapter in Essays in Canadian
Surface Transportation, published by the Fraser Institute (Vancouver),
Co-author of “Applying Competitive Incentives to
Public Transit,” chapter in Privatizing Transportation Systems,
published by Praeger, 1996.
“Competitive Contracting and the Strategic Prospects of Transit:” chapter in Private
Innovations in Public Transit for the American Enterprise Institute (1988).
In connection with Price Waterhouse, Houlihan Lockey
and Zukin, and the National Center for Employee Ownership, was part of a
project team to determine the feasibility of establishing employee stock
ownership programs as a method for improving the performance of public transit
organizations. Sponsored by USDOT (1988-1989).
Working for the American Legislative Exchange
Council, developed model state legislation on the use of competitive incentives
in the delivery of school bus service and other ancillary services provided
through educational institutions (1989-1990).
Produced a report for the Commonwealth Foundation on
the potential for competitive tendering of public transport service in
Seminar for Oklahoma state legislators on school bus
competitive tendering (1992)/
Provided assistance to legislators sponsoring
competitive tendering legislation in New Jersey, Illinois and California
United Kingdom public transport market analysis for a
major US bus operator (1988)
Developed Private Enterprise Participation Policy and
assisted New Orleans Regional Transit Authority (RTA) staff in the development
of its Master Private Participation Plan, which included joint development,
benefit assessment district and competitive contracting elements. Conducted
initial meeting of private transportation providers with RTA, developed Private
Providers Advisory Committee by-laws and assisted the agency in implementation
of its private participation policy and Master Plan. (1985-1986)
Strategic planning assistance for British Columbia
Strategic small bus program for the Suburban Mobility
Authority (SMART) of Detroit (1991).
Designed competitive tendering program for the
Regional Transit Authority of New Orleans (1987)
Working for the Suburban Mobility Authority for
Regional Transportation (SMART), on competitive contracting system to be used
in a service expansion. Project included analysis and determination of internal
costs for comparison to proposed costs by private transportation providers.
Working for the Bi-State Development Agency, analyzed
public transit routes to comply with UMTA required periodic route analysis and
prepared report recommending adoption of competitive contracting as a
management strategy. Worked with the agency to develop competitive contracting
system and cost analysis system used in the first two procurements. Program was
later cancelled as a part of a political agreement to obtain support of the
transit union for a transit tax in the state legislature (1989-1990).
Selected by UMTA to serve on two expert committees to
advise regional officials on deregulation, including design of contracting
systems, identification of services to be contracted and cost comparison
Subcontractor to Travers Morgan a project to obtain
and provide an Australian federal government commission with information on
international transit privatization and organizational trends. (1993-1994)
Supervised the development of a video tape for the
American Bus Association and the International Taxicab Association on
competitive contracting of public transit service (Private Enterprise and
the Public Interest: Transit We Can All Afford). Wrote the initial script
and supervised the development of the final script and video presentation.
Principal investigator on an USDOT FTA funded project
to develop the private enterprise participation policy for the Atlanta Regional
Commission and to establish the mechanisms for public-private partnership.
Principal investigator in USDOT FTA funded study,
which reviewed the public transit situation in suburban Detroit county
(Oakland) of one million people. The report recommended various means for
providing improved public transportation through the use of private resources.
Prepared feasibility study for Youngstown, Ohio regional
officials on competitive contracting of public transit services, including
selection of routes and recommendations for competitive contracting system
Prepared feasibility study for the Rockford Mass
Transit District on competitive contracting of public transit services,
including selection of routes and implementation schedule. (1988)
Under an UMTA contract, provided orientation to the
Southeast Area Transit Authority (New London-Norwich, CT)to orient staff on
competitive contracting and transit route cost allocation. Included general
orientation and specific analysis of the potential for local contracting of
Developed a draft white paper commissioned by the
Task Force on Public-Private Cooperation of the Transportation Research Board
of the National Academy of Sciences.(1985-1986)
Co-author of the UMTA Blue-Ribbon Report on Barriers
to Private Participation in the provision of public transportation services.
Participated in an UMTA conference debate on competitive
tendering with Dr. Vukan Vukich and a representative of the Transport Workers
Presenter in a national entrepreneurial services
conference tour with Robert Woodson of the National Association of Neighborhood
Enterprise, sponsored by UMTA (1988)
Prepared a transportation plan for private operators
interested in entering commuter bus market in Honolulu (1991).
Assistance to a Travel Time (Springfield, MA) private
bus operator on federal school bus public transport competition issues (1987)
Assistance to Peter Pan Bus Company in dispute with
Massachusetts Bay Transportation Authority with respect to operating rights
Assistance to a Nevada transit operator on
competitive analysis of cost and ridership performance (1998-2002).
Under contract to the Urban Mass Transportation
Administration provided assistance to local private transport operator
associations with respect to public transport participation in Philadelphia,
St. Louis and Denver (1987-1989).
Prepared an analysis of the potential for competitive
contracting of San Francisco Municipal Railway services for a private bus
Provided consulting services to the Oakland County
(Michigan) Executive Daniel T. Murphy on public transport in the Detroit area,
including assisting in negotiations among the “”Big Four” elected officials
(Detroit Mayor Coleman Young, Wayne County Executive Bill Lucas and the Macomb
County Commission Chairman) and with Senate Transportation Committee Richard
Fessler and Senate President (later governor) John Engler. Developed
legislative proposals for public transport reorganization. When the local
transit operator threatened to shut down after nine months of the fiscal year
unless there was a new tax, advised the Oakland County Executive to declare
that the county would begin its own bus system in that event. The Oakland
County response in essence “called the bluff” of the transit agency, which
continued to operate without an additional tax for nearly another decade. (1985-1989).
Commissioned by UMTA to analyze the potential to use
early retirement programs to reduce transit costs and assist in the conversion
to competitive contracting (1990).
Identified potential projects for the UMTA
Entrepreneurial Services Program (deregulation),provided technical assistance
to potential grantees and assisted in development of grant applications under
an UMTA contract. (1987-1992)
Seminar for the Liberal Party Caucus of the South
Australian parliament on competitive tendering of public transport service
Advised the New South Wales Ministry of Transport in
developing deregulation system for bus and coach services to replace late night
Sydney urban rail services and lightly used country rail services. Worked with
David Hensher of MacQuarie University on this project. (1989).
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