LOS ANGELES COUNTY METROPOLITAN TRANSPORTATION AUTHORITY DISADVANTAGED BUSINESS ENTERPRISE PROGRAM DISPARITY STUDY UPDATE December 2011 © 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
MASON TILLMAN ASSOCIATES Established in 1978 Public Policy Research and Marketing Professionals
Award Winning Company Service Divisions Business Affirmative Action Corporate Communication © 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
DISPARITY STUDIES One Hundred Ten On Time & Unchallenged States
15
Counties
14
Schools
8
Districts
48
Cities
25 110
© 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
TRANSPORTATION CLIENTS Alameda County Transit Authority, CA
New Jersey Transportation Authority
Alabama State Highway Department
New Orleans Regional Transit Authority, LA
Alameda-Contra Costa Transit, CA
New York Metropolitan Transit Authority
Bay Area Rapid Transit District, CA
North Texas Tollway Authority
Birmingham Area Metro Express, AL
Oakland International Airport, CA
California Department of Transportation
Oregon State Department of Transportation
Central Contra Costa Transit, CA
Regional Transit Authority – Seattle, WA
Dallas Area Rapid Transit, TX
Sacramento Regional Transit District, CA
Dallas/Fort-Worth International Airport
San Francisco International Airport, CA
Illinois Department of Transportation
San Francisco Municipal Railway, CA
Kansas City Area Transportation Authority, MO
Seattle/Tacoma Airport, WA
Los Angeles Airports Commission, CA
State of Indiana Highway Department
Louisville Transit Authority, KY
Tennessee Department of Transportation
Metropolitan Transit Agency-Nashville, TN
Texas Department of Transportation
Minneapolis/St. Paul International Airport, MN
Washington Metropolitan Area Transit Authority
Nashville International Airport, TN
Wayne County Airport Authority
110 Disparity Studies
© 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
CORE TEAM EXPERIENCE Mason Tillman Personnel Eleanor Mason Ramsey, Ph.D. Project Manager Edward Norton, LL.B. Chief Legal Advisor Judge Henry Ramsey, Jr., Retired Legal Advisor Don O’Bannon, J.D. Legal Advisor Lynn Reddrick, M.B.A. Assistant Project Manager/Outreach Manager Allura Scott, J.D. Anecdotal Manager Mike Leong, M.S. Senior Statistician Hendry Joesuf, M.B.A. Database Manager Swe Htwe, Ph.D. Computer System Engineer © 2011 Mason Tillman Associates, Ltd.
Education Hunter College University of California, Berkeley Yale University Columbia, University University of California, Riverside University of California, Berkeley Dartmouth College University of Virginia University of California, Berkeley Columbia University California State University Howard University University of California, Berkeley San Francisco State University University of So. California University of Nottingham
Disparity Studies
M/W/DBE Program Design
Statistical Analysis
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Legal Analysis
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Los Angeles County Metropolitan Transportation Authority
Anecdotal Analysis
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LOCAL SUBCONSULTANT TEAM EXPERIENCE Subconsultants Debra Varnado Analytics Golden State Management Services Katherine Padilla & Associates Roy Willis & Associates Sullivan International © 2011 Mason Tillman Associates, Ltd.
Status
Services Provided
M/W/D/SBE
Business Outreach, Anecdotal Interviews, and Transcription Services
M/WBE
Business Outreach, Translation Services, and Contract Data Collection
M/W/D/SBE
Meeting Planning, Business Outreach, and Website Design
M/W/SBE
Contract Data Collection
M/W/D/SBE
Contract Data Collection and Business Outreach
Los Angeles County Metropolitan Transportation Authority
OBJECTIVES Determine If Statistical Disparity Exists Ascertain Practices Affecting Any Documented Disparity Assess Effectiveness of Race and Gender Neutral Programs Prepare a Legally Defensible Study
DISPARITY STUDY CHALLENGES Outreach to an Ethnically Diverse Community Identify All Prime and Subcontract Awards and Payments Recommend Best Management Practices to Eliminate Barriers © 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
CROSON STANDARD State/Local Richmond vs. Croson Federal Adarand vs. Pena
© 2011 Mason Tillman Associates, Ltd.
• Compelling Purpose Evidence of Systemic Racial Discrimination • Narrowly Tailored Remedy Documented Discrimination • Update Periodically Assess Effectiveness of Remedy Los Angeles County Metropolitan Transportation Authority
INDUSTRY AND STUDY PERIOD January 1, 2008 – December 31, 2010
Construction Architecture and Engineering Other Professional Services Goods © 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
KEY DISPARITY STUDY ELEMENTS • • • • •
Collection of Prime and Subcontract Records Enumeration of Willing and Able Businesses Analysis of Prime and Sub Utilization Anecdotal Accounts of Businesses Recommendations to Eliminate Barriers to Contracting
© 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
AVAILABILITY: THE ACHILLES HEEL Potential Bidders Suc ces sful Bid der s
Pool of Available Businesses
sful s e c uc Uns ers Bidd
Assess Capacity & Qualifications
Contract Size © 2011 Mason Tillman Associates, Ltd.
M/W/BE Awards
Dollar Threshold
Los Angeles County Metropolitan Transportation Authority
BUSINESS PROFILE Business Size
Los Angeles County
State of California
United States
Fewer Than 5 Employees
57.87%
54.83%
54.04%
Fewer Than 10 Employees
74.75%
73.07%
73.09%
Fewer Than 20 Employees
86.25%
85.62%
85.89%
More Than 100 Employees
2.38%
2.33%
2.41%
Minority-owned Businesses
44.54%
35.63%
21.26%
Woman-owned Businesses
30.24%
30.34%
28.76%
U.S Census: County Business Patterns 2008; U.S Census: Survey of Business Owners 2007
© 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
THE DISPARITY ANALYSIS Available MBE Firms
Total Award Dollars
30% $6,967,914
Actual MBE Dollars
Expected MBE Dollars
$589,427 8.46%
$2,090,374 30%
Dollars Lost $1,500,947 © 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
IN-DEPTH INTERVIEW PROCESS • • • • •
Screen Potential Interviewees Select Business Owners to Interview Conduct 30 In-depth Interviews Transcribe Interviews Assess Patterns and Practices
© 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
PARTNER WITH US. . . Participate in the Community Meetings • Encourage Presence of Senior Managers at the Community Meetings • Facilitate Access to Contract Records and Staff • Recommend Business Owners and Former Employees for Anecdotal Interviews •
© 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
THANK YOU! E-mail:
[email protected] www.mtaltd.com © 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
•16
PAUSE © 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
LOS ANGELES COUNTY METROPOLITAN TRANSPORTATION AUTHORITY DISADVANTAGED BUSINESS ENTERPRISE PROGRAM DISPARITY STUDY UPDATE December 2011 © 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
MASON TILLMAN ASSOCIATES Established in 1978 Public Policy Research and Marketing Professionals
Award Winning Company Service Divisions Business Affirmative Action Corporate Communication © 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
INDUSTRY AND STUDY PERIOD January 1, 2008 – December 31, 2010
Construction Architecture and Engineering Other Professional Services
Goods © 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
KEY DISPARITY STUDY ELEMENTS •
•
Collection of Prime and Subcontract Records Enumeration of Willing and Able Businesses
•
Analysis of Prime and Sub Utilization
•
Anecdotal Accounts of Businesses
•
Recommendations to Eliminate Barriers to Contracting
© 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
DATA DATA
REQUIREMENTS REQUIREMENTS © 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
AGENCY DATA NEEDED
(January 1, 2008 – December 31, 2010)
• • • •
Prime Contract Records Subcontract Records Prequalification Lists Security Identification Display Area Badge Holder List • Unsuccessful Bidder Tabulations • Vendors List © 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
REQUIRED DATA: PRIME CONTRACT RECORDS • • • • • • • •
Contract Number Purchase Order Number Purchase Order Amount Project Name Award Date Award Amount Total Modification Amount Total Payments
© 2011 Mason Tillman Associates, Ltd.
• • • • • • •
Vendor ID Vendor Name Vendor Address Project Commodity Code/ Object Code Funding Source Project Manager Status (Ongoing/Closed)
Los Angeles County Metropolitan Transportation Authority
REQUIRED DATA: PAYMENTS • • • • •
Contract / Purchase Order Number Vendor ID Voucher / Check Number Payment Amount Payment Date
© 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
COMMON PROBLEMS: Identify Them! •
Workers Compensation
•
Employee Payments
•
Non-Profit Organization Payments
•
Government Agency Payments
•
Claims/Reimbursements
Mark Them!
Transactions © 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
REQUIRED DATA: VENDORS • • • • • •
Vendor Name Vendor Number Contact Name Address Telephone Facsimile
© 2011 Mason Tillman Associates, Ltd.
• • • • •
E-Mail Certification Status Ethnicity and Gender Commodity Code(s) FIN Number
Los Angeles County Metropolitan Transportation Authority
COMMON PROBLEMS: Identify Them! •
Employees
•
Non-Profit Organizations
•
Government Agencies
•
Public Utilities
•
Duplicate Records
© 2011 Mason Tillman Associates, Ltd.
Mark Them!
Vendors List
Los Angeles County Metropolitan Transportation Authority
REQUIRED DATA: SUBCONTRACTS Primary Key: Prime Contract/PO Number Name
Ethnicity
Award Date
Gender
Award Amount
Contact
Total Payments
Address
Completion Status
Phone
Work Description
Fax
D/M/WBE Status
E-Mail
© 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
SOURCE OF CRITICAL SUBCONTRACTORS • • • • • • • • •
Bids/Proposals/Statements of Qualifications Contracts/Task Orders Project Manager/Inspector Report Progress Reports Pay Applications/Invoices Prevailing Wage Reports Equipment/Material Warranties Security Clearance Monthly Utilization Reports
© 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
DATA DICTIONARY Definitions • Table Structures • Commodity Codes • Object Codes • Abbreviations © 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
DATA DELIVERY SCHEDULE By December 5:
Submit Data Questionnaire and Document Form
By December 10:
Provide Vendor Data and Certification Lists in Electronic Format
By December 15:
Provide Contract Data
Within 21 days of receiving the data:
Mason Tillman Will Submit a Data Verification Report
Contact Mason Tillman for Clarification: Swe Htwe (510) 238-4673 or
[email protected] © 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
THANK YOU! E-mail:
[email protected] www.mtaltd.com © 2011 Mason Tillman Associates, Ltd.
Los Angeles County Metropolitan Transportation Authority
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