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OTA CONFERENCE

Session Descriptions

Sessions for Day 1: Morning >
Sessions for Day 1: Afternoon >
Sessions for Day 2: Morning >
Sessions for Day 2: Afternoon >
Sessions for Day 3: Morning >
Sessions for Day 3: Afternoon >
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DAY 1: Morning

Get an “A” in Customer Service – Jacqueline Noel, Hardwick Transit Associates, Inc.

9:15 – 4:30 Extended Session (1 Day)
We all know that good customer service is a crucial part of any organization that serves people. Yet, it is sometimes an elusive part of public transportation, particularly when we think we have no “competition.” With this program, we will help you elevate the importance of customer service at your organization.

Get an ‘A’ in Customer Service is a unique, multimedia, highly interactive course in customer service and communication skills, designed specifically for the public transportation professional by public transit professionals. You will leave this session armed with realistic tactics and ideas with which to face your daily challenges, such as:

And while the course firmly focuses on the importance of customer service, passenger assistance and passenger sensitivity, it never loses sight of our industry’s highest priority – safety. We challenge you to Get an ‘A’ in Customer Service!

BIO: Jacqueline Noel is the principal at Hardwick Transit Associates, LLC of Massachusetts, a public transit consulting firm specializing in management and operator training, the Americans with Disabilities Act (ADA), fleet maintenance management and training services, communications training, and project management. During Ms. Noel’s eighteen-year career in the public transit industry, she has served as general manager and assistant general manager for several transit properties, and currently holds contracts for consulting and training services with numerous public transit systems and state DOT’s throughout the U.S. She has extensive operations experience in both fixed route and paratransit.

She is the mother of four children, and a musician/vocalist. Her husband is a senior associate with Hardwick Transit Associates as well, specializing in fleet maintenance management. They live with their family on Martha’s Vineyard, hike, fish and raise chickens.


Professional Dispatching and Scheduling: Effective, Efficient Dispatching and Scheduling – Jim Holman, CTAA

9:15 – 4:30 Extended Session (2 Days, continues on Monday)
This is a 2-day certification training and successful participants will receive an industry certification as professional dispatchers. Once issued, this certification remains valid for three years.
Effective dispatching can make or break a community transportation organization. In its mission to ensure the effectiveness and viability of community transportation organizations, the Community Transportation Association of America (CTAA) provides a two-day training program designed for demand response operations. The Professional Dispatching and Scheduling (PDS) training program focuses on operational efficiency as well as customer service techniques.

This two-day course is designed for the demand-responsive scheduler or dispatcher. It is relevant for any demand-responsive environment, whether urban or rural, general public, paratransit or human services transportation. Persons who successfully complete this course will have developed and demonstrated their expertise in maximizing the efficient delivery of demand-responsive transportation, conveying riders’ requests into affordable and appropriate trips, and in making effective use of their system’s transportation resources.

BIO: Mr. Holman began his career in transportation in 1970 as the Director of a county government elderly and disabled transportation service. In this capacity, Mr. Holman was responsible for the operation and provision of transportation for elderly, economically disadvantaged and disabled residents of a 221 square mile area. He successfully introduced the first accessible vehicles into the system and increased service by 125%. Mr. Holman is currently a certified trainer for the Community Transportation Association, National Safety Council Defensive Driving Course, Passenger Assistance Techniques Course, Drug and Alcohol Testing Policy and Procedures, ATPT and CTAA Essential Skills for Trainers, National RTAP Program, CPR and Basic First Aid Instructor Course, and the National Safety Council. As a trainer, Mr. Holman

Mr. Holman is a former member of the National Rural Transportation assistance Program Review Board. In his 23 years of service in the transportation industry, Mr. Holman received the 1995 CTAA Dedicated Service Award, the 1994 National Transit Institute Distinguished Service Award, the 1994 NJ Transit Distinguished Achievement Award, and the 2004 CTAA President Award. Mr. Holman is a decorated Vietnam Veteran.


VMMI: Vehicle Maintenance, Management and Inspection – Halsey King, CTAA

9:15 – 4:30 Extended Session (3 Days, continues on Monday and Tuesday)
The Community Transportation Association of America (CTAA) offers a unique training and certification program for maintenance managers and staff. The VMMI training program promotes the community transportation industry’s commitment to safe, reliable transportation through building up the professional skills of maintenance personnel and managers. This three-day program is designed to improve the maintenance oversight of fleets of smaller transit vehicles (i.e., less than 25-foot length). It is based on an established maintenance training curriculum developed by Halsey King of Halsey King and Associates and applied to countless vehicle fleets nationwide, to which CTAA has added a layer of testing certification and performance quality.

BIO: Halsey has been providing worldwide bus fleet maintenance consulting and training services for over 30 years. Starting out as a mechanic, he arose to be a certified technician through ASE, and next, he received his California State Automotive Teaching Credentials. He served on many of the Society of Automotive Engines (SAE) truck and bus standards committees. In 1998 he accepted a seat on the SAE International Board of Directors. SAE is the world’s most prestigious mobility standards organization for 103 years, with 180,000 worldwide members. Halsey’s training for maintenance technicians and managers through the years, has improved the skills of thousands of people and that’s his legacy. “I thoroughly enjoy providing the educational experience whereby someone can improve their position in life and enhance their family’s future.”



Governor’s Commuter Challenge: Save Money, Reduce Emissions, Share The Ride – Alison Wiley, ODOT

9:15 – 10:45 Concurrent Session


Rural Marketing – Jean Palmateer, ODOT-PTD

9:15 – 10:45 Concurrent Session


APTA Transit Standards Development Program: A tool for a safe secure system – Lurae Stuart, APTA

9:15 – 10:45 Concurrent Session


Labor Laws, Union Trends and Establishing a Positive Work Environment – Todd Lyon, Williams, Zografos & Peck, P.C.

10:45 – 12:00 Concurrent Session
Overview of labor laws, Union-organizing trends, and suggestions on how to maintain a positive work environment

BIO: Todd Lyon received his B.A., magna cum laude, from Saint Norbert College and his law degree, cum laude, with a concentration in labor and employment law, from Hamline University School of Law. During law school, Mr. Lyon worked as a Legal Intern with the National Labor Relations Board, Region 18. He is the recipient of Minnesota State Bar Association’s Labor and Employment Law Award for his exceptional dedication to labor and employment law. Since 1998, he has been a Chapter Editor of The Developing Labor Law, the nation’s leading labor law treatise. In addition, he is the author of an article published in the Illinois Bar Journal concerning physicians’ rights to collectively bargain.

Todd has practiced labor law for more than 10 years in Minneapolis, Chicago, and Seattle. Until recently, Todd practiced on the Union-side. Today, he represents employers in litigation, union-management relations, labor negotiations, and general preventive labor relations.


Why TDM is Good Business– Rick Williams, BPM Development Company

10:45 – 12:00 Concurrent Session
Rick Williams of Rick Williams Consulting has direct experience in managing parking and transportation demand management programs in urban and sub-urban environments. His presentation will help inform CEO's, developers and public sector leaders as to how to "right size" transportation systems in a manner that provides the right amount of parking and moves cities to higher levels of transit, bike and walk modes. The end result is a better understanding of the economics of urban access, significant cost savings to development and programs and strategies that meet a city's goals for employment growth and vitality.

BIO: Rick Williams' background is in parking and transportation demand management. Between 1989 and 1995 he served as the Executive Vice President of the Association for Portland Progress, a business association representing the 75 largest employers in downtown Portland. While at APP Rick was responsible for the management and operation of the City of Portland’s municipal parking system (Smart Park) and the operation of the downtown’s 208-block business improvement district (BID).

In 1995, Rick left APP to establish his own consulting business. Rick focuses on parking management and transportation demand management programs (TDM) for business districts. Since 1995 he has created comprehensive parking and/or TDM plans for over 40 cities. In 2004, Rick merged his business into the consulting wing of BPM Development Company, a commercial real estate development company in Portland, Oregon. At BPM, Rick splits his time between parking and transportation demand management consulting for public and private clients throughout North America and in his role as Executive Director of the Lloyd Transportation Management Association (LTMA).

Rick helped establish the LTMA in 1995. The TMA was Oregon’s first and currently serves 85 businesses (and their 9,000 employees) participating in the creation and implementation of employer based programs for reducing employee commute trips. Focus is on parking management, transit, bicycle and pedestrian programs as well as marketing and communications. Single occupant vehicle (SOV) trips to the district have decreased 36% since 1997. The district’s transit mode split has risen from 10% to 33%, bicycle commuting from 1% to 5%. In 1999 the LTMA was recognized by the Environmental Protection Agency as having one of America’s most innovative business district transportation programs.


ADA Paratransit Eligibility Updates I – Karen Hoesch

10:45 – 12:00 Concurrent Session
Understanding the Americans with Disabilities Act of 1990 doesn’t come easy, especially complying with the paratansit requirements that are part of providing fixed-route service. This session will walk you through the minimum standards of paratransit eligibility and provide examples of how other agencies have mastered the requirements. If you are a small operator of fixed route service or new to paratransit provision this session is for you! If you’ve been doing this for years, you will also find this session useful as new rules and regulations come to fruition.

BIO: Karen Hoesch is Executive Director of ACCESS Transportation Systems. In this capacity she oversees the daily operation of one of the largest paratransit brokerage programs in the United States providing about 1.8 million trips annually throughout Allegheny County (Pittsburgh), Pennsylvania. ACCESS, sponsored by Port Authority of Allegheny County, is known for its high level of coordination (including more than 125 sponsoring agencies), unique system design, and its ADA paratransit eligibility determination program, which is a national model involving 100% in person interviews and functional assessments combined with trip by trip screening. ACCESS was also presented the 2005 United We Ride National Leadership Award by U.S. Secretary of Transportation, Norman Y. Mineta, for outstanding efforts to coordinate human service transportation. Karen has authored several guides and publications for Project ACTION, serves as an instructor for the National Transit Institute’s Comprehensive ADA Paratransit Eligibility Determinations Workshop and CTAA’s Institute for Transportation Coordination, and has assisted numerous transit agencies with the implementation of improved ADA eligibility determination processes and coordination strategies. Ms. Hoesch has been with ACCESS since 1979.



DAY 1: Afternoon

Navigating through the Charter Rule Maze – Andy Vobora, Lane Transit District

1:45 – 3:00 Concurrent Session
The new FTA charter regulations took affect earlier this year and by now many of us have had the pleasure of deciphering exactly how the new process works. Lane Transit District has had its share of experience, including the successful petitioning of FTA Administrator Simpson for an exemption to provide the USA Olympic Track and Field Trials service. At this session Andy Vobora, Director of Service Planning, Accessibility, and Marketing at Lane Transit District will share what he and his staff has learned about the new regulations. There will be plenty of time to share your experiences, as well as review of reporting requirements.

BIO: Andy Vabora, Director of Service Planning, Accessibility, and Marketing, Lane Transit District (LTD) – Andy has been with LTD for more than 25 years; 12 years managing Customer Services and 13 years managing Service Planning, Accessibility, and Marketing. He is a graduate of the University of Oregon (U of O) in Business Management, was a four-year letterman in football, and selected to the PAC 10 All-Academic Team. Andy is also a graduate of the Leadership APTA program.

Married to wife Debbie for 29 years, Andy has a daughter, Jennifer, attending graduate school at U of O and a son that plays in the NFL for the St. Louis Rams. Andy demonstrates his commitment to community by his active participation as a church leader, youth sponsor, and teacher. He is a reader and council member of SMART (Start Making a Reader Today), a volunteer coach, high school football official, and collegiate track official. In his spare time, Andy enjoys running, biking, fishing, motorcycle riding, landscaping, and golf.


ADA Paratransit Eligibility Updates II – Karen Hoesch

1:45 – 3:00 Concurrent Session
Understanding the Americans with Disabilities Act of 1990 doesn’t come easy, especially complying with the paratansit requirements that are part of providing fixed-route service. This session will walk you through the minimum standards of paratransit eligibility and provide examples of how other agencies have mastered the requirements. If you are a small operator of fixed route service or new to paratransit provision this session is for you! If you’ve been doing this for years, you will also find this session useful as new rules and regulations come to fruition.

BIO: Karen Hoesch is Executive Director of ACCESS Transportation Systems. In this capacity she oversees the daily operation of one of the largest paratransit brokerage programs in the United States providing about 1.8 million trips annually throughout Allegheny County (Pittsburgh), Pennsylvania. ACCESS, sponsored by Port Authority of Allegheny County, is known for its high level of coordination (including more than 125 sponsoring agencies), unique system design, and its ADA paratransit eligibility determination program, which is a national model involving 100% in person interviews and functional assessments combined with trip by trip screening. ACCESS was also presented the 2005 United We Ride National Leadership Award by U.S. Secretary of Transportation, Norman Y. Mineta, for outstanding efforts to coordinate human service transportation. Karen has authored several guides and publications for Project ACTION, serves as an instructor for the National Transit Institute’s Comprehensive ADA Paratransit Eligibility Determinations Workshop and CTAA’s Institute for Transportation Coordination, and has assisted numerous transit agencies with the implementation of improved ADA eligibility determination processes and coordination strategies. Ms. Hoesch has been with ACCESS since 1979.


Measuring Results from Demand Management Strategies – Caleb Winters, Metro

1:45 – 3:00 Concurrent Session
What are you going to do with that data? Perhaps a rolling two-year average will best describe the increase in transit, bike and walk trips. Or, perhaps you need to show progress made toward a goal established for the year 2040. Now that data show some cars are left in their garages, how can we quantify reduced mileage and show how this saved tons of carbon and pollutants from going into the air? Finally, was it cost effective?

BIO: Metro Transportation Planner Caleb Winter measures the impacts made by Metro's Regional Travel Options program. The program encourages greater use of transit, carpooling, biking and walking and reduces driving in the region by 50 million miles annually. Caleb measured transportation option programs for TriMet for 10 years and the last two years at Metro. When he is not crunching data, he is crunching on a chocolate bar or enjoying unusual ice cream flavors.


Fuel Economy and Process Improvement at TriMet – Tony Bryant, TriMet

3:15 – 4:30 Concurrent Session
Tony Bryant will present and discuss TriMet's experience in implementing ideas from employee's that arise from TriMet's award winning PIP program. In addition, he will highlight some recent developments and technology that will increase the fuel economy for TriMet's 600+ bus fleet.

BIO: Anton A. “Tony” Bryant is Director of Bus Maintenance for TriMet, the local transit authority in Portland, Oregon. He oversees the procurement, maintenance, and repair of TriMet’s 600+ fixed route buses and 245 non-revenue vehicles, including stores functions for bus and rail maintenance. The Bus Maintenance Department has over 320 employees and a budget of over $62,000,000. Bryant is a long term TriMet employee who has served in many capacities throughout his career at TriMet, including service worker, journeyman mechanic, maintenance manager, and union officer. He has a BA degree in Political Science from Portland State University.


Oregon New Ethics Law: What every public official needs to know – Tammy Hedrick, Oregon Ethics Commission

3:15 – 4:30 Concurrent Session
Here is your opportunity to share with Public Transit Division your issues and concerns. We would like to share a few with you, too. We want to tell you about the new purchasing opportunities through the State Price Agreement, the results of the recent survey of Americans with Disabilities Act technical assistance needs survey and PTD's new agency on-site compliance review program.

Intercity Interline Agreements – Bill Brannan, Northwestern Stage Lines, Inc. and Stephen Abernathy, WSDOT

3:15 – 4:30 Concurrent Session
This session is a must attend for Oregon transit agencies receiving or who hope to receive 5311(f) funds and not currently Interlined. Interlining can increase service visibility, increase ridership, and increase revenue. Learn about Interlining pros, cons and variations; passenger ticketing, the National Bus Traffic Association, and Greyhound's Max Ticketing system.

BRANNAN BIO: Mr. Brannan has served as the Chairman of the National Bus Traffic Association for the past ten years. For the past twenty-two year, he has been part owner of Northwestern Trailways. Mr. Brannan currently serves on the Board of Directors for both the American Bus Association and the Northwest Motorcoach Association. And he graduated from Washington State University.

ABERNATHY BIO: Steve Abernathy has over 15 years of transit planning, policy development and implementation experience in the private and public sectors in the Pacific Northwest and Southwest U.S. As program manager for the Intercity Bus Program at the Washington State Department of Transportation (WSDOT), Steve has been working with regional private bus carriers and Greyhound on developing intercity bus corridors throughout Washington. Steve has also been successful in fostering collaborative public/private partnerships between private carriers, Greyhound and public transit agencies in promoting the intercity bus program.

Steve is a recent honoree of the WSDOT Wall of Fame, recipient of the Arizona Planning Association Project of the Year Award; established collborative relationships with Mexico and U.S. border planning agencies and has been a keynote and panel speaker on developing and maintaining collaborative partnerships. Steve is a member of the American Institute of Certified Planners, and a graduate of the University of Arizona.



DAY 2: Morning

Keynote Speaker: Transportation Challenges – Matt Garrett, Director, Oregon Department of Transportation

8:00 – 9:15 Breakfast Keynote Speaker

BIO:


Professional Dispatching and Scheduling: Effective, Efficient Dispatching and Scheduling – Jim Holman, CTAA

9:30 – 5:30 Extended Session (2 Days, continues from Sunday)
This is a 2-day certification training and successful participants will receive an industry certification as professional dispatchers. Once issued, this certification remains valid for three years.

Effective dispatching can make or break a community transportation organization. In its mission to ensure the effectiveness and viability of community transportation organizations, the Community Transportation Association of America (CTAA) provides a two-day training program designed for demand response operations. The Professional Dispatching and Scheduling (PDS) training program focuses on operational efficiency as well as customer service techniques.

This two-day course is designed for the demand-responsive scheduler or dispatcher. It is relevant for any demand-responsive environment, whether urban or rural, general public, paratransit or human services transportation. Persons who successfully complete this course will have developed and demonstrated their expertise in maximizing the efficient delivery of demand-responsive transportation, conveying riders’ requests into affordable and appropriate trips, and in making effective use of their system’s transportation resources.

BIO: Mr. Holman began his career in transportation in 1970 as the Director of a county government elderly and disabled transportation service. In this capacity, Mr. Holman was responsible for the operation and provision of transportation for elderly, economically disadvantaged and disabled residents of a 221 square mile area. He successfully introduced the first accessible vehicles into the system and increased service by 125%. Mr. Holman is currently a certified trainer for the Community Transportation Association, National Safety Council Defensive Driving Course, Passenger Assistance Techniques Course, Drug and Alcohol Testing Policy and Procedures, ATPT and CTAA Essential Skills for Trainers, National RTAP Program, CPR and Basic First Aid Instructor Course, and the National Safety Council. As a trainer, Mr. Holman

Mr. Holman is a former member of the National Rural Transportation assistance Program Review Board. In his 23 years of service in the transportation industry, Mr. Holman received the 1995 CTAA Dedicated Service Award, the 1994 National Transit Institute Distinguished Service Award, the 1994 NJ Transit Distinguished Achievement Award, and the 2004 CTAA President Award. Mr. Holman is a decorated Vietnam Veteran.


VMMI: Vehicle Maintenance, Management and Inspection – Halsey King, CTAA

9:30 – 5:30 Extended Session (3 Days, continues from Sunday)
The Community Transportation Association of America (CTAA) offers a unique training and certification program for maintenance managers and staff. The VMMI training program promotes the community transportation industry’s commitment to safe, reliable transportation through building up the professional skills of maintenance personnel and managers. This three-day program is designed to improve the maintenance oversight of fleets of smaller transit vehicles (i.e., less than 25-foot length). It is based on an established maintenance training curriculum developed by Halsey King of Halsey King and Associates and applied to countless vehicle fleets nationwide, to which CTAA has added a layer of testing certification and performance quality.

BIO: Halsey has been providing worldwide bus fleet maintenance consulting and training services for over 30 years. Starting out as a mechanic, he arose to be a certified technician through ASE, and next, he received his California State Automotive Teaching Credentials. He served on many of the Society of Automotive Engines (SAE) truck and bus standards committees. In 1998 he accepted a seat on the SAE International Board of Directors. SAE is the world’s most prestigious mobility standards organization for 103 years, with 180,000 worldwide members. Halsey’s training for maintenance technicians and managers through the years, has improved the skills of thousands of people and that’s his legacy. “I thoroughly enjoy providing the educational experience whereby someone can improve their position in life and enhance their family’s future.”


Generational Workforce Diversity and HR Strategy – Chuck Underwood, TGI, Inc.

9:15 – 12:30 Plenary Session
There are 4 unique American generations that are active in our workplace. The Silent Generation. Baby Boomers. GenX. And now, the young Millennials. Each one brings unique core values, attitudes, strengths, and shortcomings to the job each day. In this session, Chuck Underwood will get us “into the heads” of these generations to help us to recruit the best employees from each generation, engage and manage them effectively, retain them, and enhance cooperation amongst all employees. He’ll also add a brief segment on Generational Customer Service.

BIO: Chuck Underwood is the founder and president of the Cincinnati-based consulting firm, The Generational Imperative. He has been studying generational dynamics for 21 years and is one of the pioneering scholars in this field. He provides consulting, research, and training seminars to corporations and organizations on the subject of generational influences on the workplace and the marketplace. His comprehensive book on generational dynamics has just been published and is entitled: The Generational Imperative: "Understanding Generational Differences" and "In The Workplace, Marketplace, And Living Room."

And he recently hosted two television Specials on the subject of America’s Generations, which we’ll see on Public-TV stations throughout the country beginning later this year. His clients cut across virtually all industry-types, including the transportation industry.



DAY 2: Afternoon

Securing Community Mobility – Adrian Moy, NTI

1:30 – 5:30 Extended Session
This course discusses potential threats to community transportation systems and provides employees with techniques for improving security and preventing crime and acts of violence against the system, passengers, and themselves. Emphasis is placed on employee preparation for the work day, workplace violence prevention, and increasing transportation security. Employees are trained to use common sense, and to observe and report perceived threats or dangerous events so that operations can run safely, smoothly, and efficiently.

BIO:Adrian Moy began his career in transportation in 1975 as a charter bus driver, and joined the San Francisco Municipal Railway (MUNI) in 1977 as a Transit Operator, driving motor and trolley buses. After four years as an operator, he served as a Division Dispatcher from 1981-1984, and a Transit Instructor from 1984-1990. In September 1990, Adrian moved on to TriMet in Portland, OR, where he was Manager of Operator Training until November 2000. At Tri-Met, he lead a staff of 13-20 full time Training Supervisors, and improved the quality of existing training, introducing a number of new programs, upgrading basic driver instruction, and implementing a database program to document results of in-service driver performance evaluations. Since leaving Tri-Met in 2000, Adrian served as an independent trainer and consultant for the transit industry, and worked on a contract basis with the National Transit Institute (NTI) and Rutgers University in the Workplace Safety and Security program funded by the FTA. The project team he was part of developed training courses for preventing workplace violence, crime, and terrorism on public transit systems. In March 2003, he accepted an appointment as a Senior Instructor for NTI, facilitating training seminars around the country and furthering safety and security training and development projects. In September 2006 Adrian accepted an appointment as Director of Safety and Training for the San Francisco Municipal Transportation Agency (MUNI), bringing his transit career full circle to where it all began. He continues to maintain an advisory association with NTI and the consulting firm Lazaro & Noel. Adrian was born and raised in Milwaukee, WI and graduated from Northwestern University in 1974, majoring in Radio, TV and Film. He completed additional course work in Educational Technology at San Francisco State University and at Portland State University in Multimedia Project Management. Adrian met his wife, Deborah, while he was a charter bus operator in San Francisco. They currently reside in Oregon City, Oregon pending relocation to San Francisco.

The Nonprofit STRINGS – David Atkin, Nonprofit Support Services

1:30 – 5:30 Extended Session
Please join your fellow nonprofit agencies for an informative and enlightening session on complying with all those Federal and State regulations (STRINGS!) that are attached to the transportation funding you need to provide much needed service in your community.

BIO:David Atkin is the Founder and Director of Nonprofit Support Services. David has been deeply involved in the nonprofit sector for over 35 years, and has worked with thousands of nonprofit organizations. Nonprofit Support Services, his law office, has been providing specialized legal services for nonprofit organizations for over 17 years. David is a recognized expert on nonprofit law and he regularly presents seminars and workshops on nonprofit law topics to a wide variety of audiences. David has been a planner and coordinator for the Oregon State Bar's Continuing Legal Education Seminars on Advising Nonprofit Corporations in 1999, 2001, 2002, 2003 and 2004. He also regularly gives specialized seminars for CPAs and other professionals who advise or lead nonprofit organizations, including seminars specifically for schools and churches. In addition to his JD in Law, David has a BA in Biological and Environmental Sciences, an MA in Environmental Management, and a certificate of specialization in Environmental and Natural Resource Law. He was an adjunct Professor at the University of Oregon Law School for many years, where he taught Public Land Law, Indian Law, Water Law and a variety of other courses for the Environment and Natural Resource Law Department. In addition to his legal work in the USA, David also works with many international nonprofit organizations in third world countries. He frequently works in Outer Mongolia, where he helped the government develop an entire new system of environmental laws following the collapse of their previous Soviet style government. When he can get away from the office, David likes to travel to Outer Mongolia to go riding across the Asian Steppes on the back of a horse or camel, staying and sharing traditional life with Mongolian nomads.


Get Green and Save Money: Alternative to Petroleum – Rick Wallace, Clean Cities Coalition

2:30 – 3:45 Concurrent Sessions
Focusing on the necessity for alternative fuels, this presentation will begin with an introduction to peak oil, progress to the obligation the transportation sector has in reducing petroleum consumption, and end with Oregon state incentives available for transportation advancements, such as the deployment of alternative fuels, the development of an alternative fuel infrastructure, and commitment to energy efficiency.

Peak oil threatens America and Oregon with each barrel of crude oil sold and consumed. This presentation will clarify the consequences of peak oil and the resultant need for increasing petroleum conservation, improving transportation options, reducing the amount of vehicle miles traveled, and creating more opportunities for alternatives to petroleum-based fuels.

BIO:Rick Wallace works at the Oregon Department of Energy as a Biofuels Coordinator / Policy Analyst in the Renewables Division. He worked for five years in the Conservation Division as a Senior Energy Analyst for the commercial, industrial, transportation and alternative fuel sectors. Rick is also the Coordinator of the Columbia Willamette Clean Cities Coalition. The coalition promotes the use of domestically produced transportation fuels and fuel efficiency. Previously he worked with a contractor to the US DOE & EPA EnergyStar program and was the project manager for the San Diego Gas & Electric In-Store Demonstration and the Residential EnergyStar Windows programs. Rick has accumulated nine years experience developing, marketing and administrating conservation and renewable fuel programs. Prior to this Rick worked 14 years in the aerospace defense industry as an engineer.


Need, Costs and Funding Alternatives for Transportation Services for Older Adults and People with Disabilities in Urban and Rural Areas – Jennifer Dill, PhD and Margaret Neal PhD, Portland State University

2:30 – 3:45 Concurrent Sessions
What are the influences that will affect the future need for transportation? What might the future service cost? Where will the money come from to support service? These and questions were investigated by a Portland State University research team. The key findings from the study will be discussed by the authors, Dr. Jennifer Dill and Margaret Neal.

DILL BIO: Jennifer Dill, Ph.D., is Director of the Center for Transportation Studies and Associate Professor of Urban Studies and Planning. She teaches graduate courses in transportation policy, transportation and land use, and quantitative methods in planning.

Her research focuses on travel behavior and transportation finance. She co-authored a study for the State of California evaluating options for long-term, statewide transportation funding and has conducted surveys assessing the public acceptability of both traditional and innovative transportation funding mechanisms. Her travel behavior research has focused on both transit-oriented development and bicycling, assessing the influence of land use, infrastructure, demographics, and attitudes on housing and travel choices. Her research appears in several peerreviewed journals, book chapters, and research reports. Dr. Dill is active as a committee chair and research panel member for the Transportation Research Board. Prior to entering academia, she worked for federal and regional government agencies as a transportation and environmental planner.

WALLACE BIO: Margaret B. Neal, Ph.D., is Director of the Institute on Aging, Professor of Community Health, and Director of the recently-funded initiative, “Aging Matters: Locally and Globally” at Portland State University. She teaches graduate courses in gerontology and research methods, and also leads a service-learning program to Nicaragua.

Her recent research has included a study for ODOT on older drivers and older adults who had ceased driving or had never driven, a study for Metro on the effects of our aging population on housing and transportation demand (with co-investigator Dr. Jennifer Dill), and a study with the World Health Organization on what makes a city “agefriendly.” Much of her previous research has focused on the challenges and opportunities of managing both paid employment and informal care to elders and how the public and private sectors can facilitate work-family integration. She has written three books (e.g., Working Couples Caring for Children and Aging Parents, with co-author Leslie Hammer; Lawrence Erlbaum, 2007) and several book chapters, peer-reviewed journal articles and research reports on this and related topics.

Her other research and teaching interests include planning for our global aging population, including transportation and housing options and other issues surrounding the creation of age-friendly communities; older workers and retirement; and health promotion strategies.


ADA for Private Operators I – Karen Hoesch

4:15 – 5:30 Concurrent Sessions

BIO: Karen Hoesch is Executive Director of ACCESS Transportation Systems. In this capacity she oversees the daily operation of one of the largest paratransit brokerage programs in the United States providing about 1.8 million trips annually throughout Allegheny County (Pittsburgh), Pennsylvania. ACCESS, sponsored by Port Authority of Allegheny County, is known for its high level of coordination (including more than 125 sponsoring agencies), unique system design, and its ADA paratransit eligibility determination program, which is a national model involving 100% in person interviews and functional assessments combined with trip by trip screening. ACCESS was also presented the 2005 United We Ride National Leadership Award by U.S. Secretary of Transportation, Norman Y. Mineta, for outstanding efforts to coordinate human service transportation. Karen has authored several guides and publications for Project ACTION, serves as an instructor for the National Transit Institute’s Comprehensive ADA Paratransit Eligibility Determinations Workshop and CTAA’s Institute for Transportation Coordination, and has assisted numerous transit agencies with the implementation of improved ADA eligibility determination processes and coordination strategies. Ms. Hoesch has been with ACCESS since 1979.


Going Green: Starting the “Sustainability Journey” at Work – Jean Baumann, Present Dynamics, Inc.

4:15 – 5:30 Concurrent Session
What starts as an individual ‘champion’ making a personal effort to recycle more office paper or to lower energy usage by turning off office lights or computers at night, often becomes the foundation for a movement toward more sustainable business practices. Instead of relying on individual action alone, organizations can mobilize leaders and the whole workforce on the “sustainability journey” by establishing clear sponsorship for change. How do you start the journey to ensure success? If you’ve already started, but are hitting roadblocks, how do you overcome those barriers? What are some easy and immediately beneficial actions you can take to “green” your workplace? Jean Baumann, an international change management consultant, shares practical “going green” actions you can take, as well as management tips for a smoother journey toward sustainable business practices.

BIO: I have been fortunate to help leaders and organizations improve their performance and re-energize their workplaces since 1985. My specialty is building leadership capability and organizational adaptability during times of change. As a coach and consultant, I help leaders and teams align around a clear vision, define measurable goals, commit to achievable strategies, and identify specific tactical plans and change initiatives, while also fostering a respectful and creative work environment.

In 2007, I re-discovered my personal passion for global issues such as climate change, environmental degradation, and endangered species. I spent most of that year as a volunteer presenter with The Climate Project. I am pleased that I can now tap into this experience to bring additional value to clients wanting to create more sustainable business practices.

While earning my first master’s degree, I built my expertise as a marketing strategist, product developer, and a process improvement facilitator for a Fortune 100 company. After obtaining another master’s in applied systems theory, I integrated a full spectrum of services to help ensure an organization’s success:

Using these disciplines, I assist leaders and organizations on the challenging journey toward reaching their goals, including the increasingly important triple bottom line ~ a healthy environment, an equitable society, and a vital economy.

The northwestern United States has been my home since 1988 when I fell in love with its yearlong beauty. I am a ballroom dancer, and enjoy social dancing just as much as competing in a floor-length, bead-speckled gown.


Rural Vanpools: Helping to fill the transit void – Dan Kaempff, Metro

4:15 – 5:30 Concurrent Sessions
With fuel costs at historic levels and the price of commuting to work taking a larger chunk from people's paychecks, vanpools may be one way you can help provide some relief to long-distance commuters in your community. This session will show you how vanpools can provide a flexible, cost-effective means of providing rural mobility.

BIO:Dan Kaempff works in the Regional Travel Options program at Metro, the regional government overseeing transportation planning and other functions in the Portland, Oregon area. He is responsible for managing the regions rideshare and vanpool operations as well as coordinating employer outreach programs. Dan has over 16 years experience in the transportation field, including transit operations and managing school transportation operations and developing employee commuter programs. Prior to coming to Metro, Dan worked inthe Public Transit Division of the Oregon Department of Transportation, leading the state's TDM program for six years. Among his accomplishments were helping to create a vanpool funding project, developing the state's individualized marketing projects in Bend, Eugene and Salem, and helping to launch the "Drive Less/Save More" mass marketing campaign.


ADA Roundtable

4:15 – 5:30 Concurrent Session


DAY 3: Morning

Keynote Speaker: Transportation, Land Use and Climate Change – Gail Achterman, Chair, Oregon Transportation Commission

8:00 – 9:15 Breakfast Keynote Speaker

BIO: Gail has served on the Oregon Transportation Commission since 2000 and became chair in December 2007. She is director of the Institute for Natural Resources at Oregon State University. Before joining the Institute for Natural Resources, Gail served as Executive Director of the Deschutes Resources Conservancy, a non-profit organization dedicated to watershed restoration. She practiced law for 18 years with Stoel Rives, LLP, and served as Governor Neil Goldschmidt’s Assistant for Natural Resources. She serves on the board of the Oregon Wave Energy Trust and on the advisory board of the Klamath Basin Rangeland Trust. Gail holds a master's degree in Natural Resources Policy and Management, along with a JD from the University of Michigan, and a bachelor of arts in Economics from Stanford University.


VMMI: Vehicle Maintenance, Management and Inspection – Halsey King, CTAA

9:30 – 12:30 Extended Session (3 Days, continues from Monday)
The Community Transportation Association of America (CTAA) offers a unique training and certification program for maintenance managers and staff. The VMMI training program promotes the community transportation industry’s commitment to safe, reliable transportation through building up the professional skills of maintenance personnel and managers. This three-day program is designed to improve the maintenance oversight of fleets of smaller transit vehicles (i.e., less than 25-foot length). It is based on an established maintenance training curriculum developed by Halsey King of Halsey King and Associates and applied to countless vehicle fleets nationwide, to which CTAA has added a layer of testing certification and performance quality.

Business Energy Tax Credits (BETC) for Transportation Projects – Carla Wood, Department of Energy

9:30 – 10:45 Concurrent Session
An overview of the Business Energy Tax Credit program focusing on transportation projects. The following questions will be addressed: What is the Business Energy Tax Credit? How much is the tax credit? Who can get the tax credit? and What happens if I do not have a tax liability? The presentation will be followed by a Q&A session.

BIO: Carla Wood, Oregon Department of Energy, is a member of the Conservation Division Team and works primarily in the Business Energy Tax Credit Program as a Program Analyst. Carla has been a member of the Oregon Department of Energy since May 2008, and prior to working in the energy field spent nearly 20 years with Hewlett-Packard Company in a variety of technical positions. Carla has a Bachelor of Arts degree in Management and Organizational Leadership from George Fox University and a Master of Business Adminstration degree in Marketing and Human Studies from Marylhurst University.


ODOT-Public Transit Division Roundtable

9:30 – 10:45 Concurrent Session
Here is your opportunity to share with Public Transit Division your issues and concerns. We would like to share a few with you, too. We want to tell you about the new purchasing opportunities through the State Price Agreement, the results of the recent survey of Americans with Disabilities Act technical assistance needs survey and PTD's new agency on-site compliance review program.

Oregon’s Ethics Law: What every public official needs to know – Tammy Hendrick, Oregon Ethics Commission

9:30 – 10:45 Concurrent Session

See previous description


2009 Legislative Outlook – Roger Martin, Oregon Transit Association

9:30 – 10:45 Concurrent Session
The Oregon Transit Association legislative team has some big plans for the 2009 legislative session. Come hear how the OTA plans to fight for increased funding for transportation for seniors and people with disabilities. OTA’s other 2009 legislative agenda and the November elections will also be discussed. You will also have an opportunity to share some concerns from your agency and discuss what problems can be solved through legislative action and learn how to better communicate with your legislators.

BIO: Roger Martin has been the Executive Director of the Oregon Transit Association since its inception. Prior to that, Roger was a legislator for twelve years, and a candidate for the Republican nomination for Governor. Roger has been lobbying on the state and national level for the last two decades for transit and other various business, associations, and interest groups. He was chair of the Transportation 97 Committee, which included ODOT, business and interest group representatives preparing for the coming legislative session and developing a long-range vision for transportation in Oregon. Currently, Roger participates in various state and local groups assembled for the purpose of improving transit in Oregon.


Online Trip Planning at Google/Transit – Marcy Jaffe, Transportation Innovator; Aaron Antrim, Trillium Transit; & Bibiana McHugh, TriMet

11:00 – 12:15 Concurrent Session
Increasingly, travelers are relying on the Internet as their primary source of travel information. Transit users are no exception. Recent research shows that new transit users are most likely to turn to the Internet for route and schedule information.

But the Internet offers transit systems the opportunity to do much more than deliver electronic passenger guides. This session will address how transit agencies can use Google Transit and internet-based strategies to:

JAFFE BIO: Marcy Jaffe, has focused her recent career on easing trip planning within and between communities because she believes it is a mobility barrier that must be broken down. New options opened in 2005. Marcy has worked professionally in transportation at the City, Regional and Statewide levels of government over the past twenty years. In 2006, Marcy built a test at Google/Transit for the State of Washington of an Intercity network including Amtrak, Greyhound and NW Trailways, Airporters, etc that WSDOT chose not to bring live at that time. Marcy has brought five transit systems live at Google/Transit and worked through tens of bugs with Google engineers. Marcy works with each transit system selecting the appropriate data management tools that best meets their individual needs. Marcy holds a Masters of Business Administration (MBA) and a Masters of Public Administration (MPA) from University of California, Irvine.

ANTRIM BIO: In 2006, Aaron entered the world of public transportation as the co-creator of a universal bus pass partnership between Humboldt State University and Humboldt Transit Authority. Subsequently, in 2007, Humboldt Transit Authority (HTA) hired Aaron to develop schedule management software, create easy-to-use transit websites, and launch three local transit agencies on Google Transit. As a result of the universal bus pass and improved online information, ridership on Redwood Transit System, HTA’s primary transit offering, has increased by 30% year-over-year for school months.

In late 2007, Aaron founded Trillium Transit Internet Solutions (then Transit Information Solutions) to offer the same software and services which served Humboldt Transit Authority to other transit providers.

Since 1998, Aaron has worked as a web-developer for private, educational, and government clients. He is passionate about using online tools to make information easy to find, access, use, and understand.

PURCELL BIO: Frank Purcell has worked as a Software Engineer for twelve years, with the last three at TriMet in Portland, Oregon. Right now is a very exciting time to be in both the technology and transportation fields, as the proliferation of open data and open source software provides vast opportunities to create really cool and useful applications. Frank has worked on both timetablepublisher.org and maps.trimet.org in his time at TriMet, and he looks forward to making both applications (and new applications yet to be) more cool and more useful.


Coordinated Plans: A status report – Jean Palmteer, ODOT-PTD; Doris Penwell, AOC; and Connie Soper, Nelson/Nygaard Consulting Associates

11:00 – 12:15 Concurrent Session
Most STF Agencies have completed their first-ever Coordinated Plan. What do these plans indicate for the future of public transit? How will they be maintained and kept current? This session will provide an overview of the planning process just completed and an update on the new “plan improvement program.” Join us to learn more.

PALMATEER BIO: Jean Palmateer has been employed by the Oregon Department of Transportation - Public Transit Division since 1991 and currently is the Special Transportation Program Manager. In this role she manages the State’s investment of $18 million in funds, which are primarily targeted to the elderly and disabled. Jean is working with the Oregon State Transportation Coordination Initiative and Oregon’s United We Ride working group. The primary purpose of this group is to identify policies, technical assistance and financing strategies that will improve transportation coordination at both the state and local levels. Jean’s education history includes Psychology, Nursing and Graphic Arts at the University of Oregon. This checkered education was a great introduction to working in Head Start and long-term care, which in turn was the path to public transit. Jean completed the Paratransit/Transit Management certificate program offered by the Pepperdine University’s Graziadio School of Business and Management, as well participating in many other transit-specific training opportunities.

PENWELL BIO: Doris Penwell, economic development and lead consultant regarding special transportation planning project for Association of Oregon Counties. Penwell has worked for the Oregon public sector since 1967, first for Governor Tom McCall in his press office and then as his executive assistant for much of his term in Office. Following that initiation to Oregon, Doris worked for the legislature for 4 years in the Speaker's Office. In 1979, she became an assistant administrator at Workers' Compensation Department and later the Executive Assistant and department coordinator of legislative affairs. In 1987, Doris moved to the Oregon Economic and Community Development Department and spent most of her time (1987 until 2005) as a legislative coordinator and executive assistant to the Director. Since 2005, Doris has been with Association of Oregon Counties coordinating legislative activity surrounding economic development, with an emphasis on developing programs and funding to serve rural Oregon.

SOPER BIO: Connie Soper is a principal in Nelson\Nygaard Consulting Associates’ Portland office. She has 25 years experience working with public transportation programs and provides expertise in the areas of transit service planning and coordination, accessible services and paratransit program service design and delivery, social service transportation coordination, public outreach and stakeholder collaboration.

Connie joined Nelson\Nygaard in 2006; at that time she returned to Oregon from the San Francisco Bay Area, where she worked for 20 years as Senior Planner for the Metropolitan Transportation Commission (MTC), the region’s metropolitan transportation planning organization. There she served as lead staff to promote transit coordination in the region, and worked closely with the local transit operators to implement transportation provisions of the Americans with Disabilities Act. More recently, she developed the Low Income Flexible Transportation Program (LIFT) which provided grants for the provision of employment related transportation services. Since joining Nelson\Nygaard, Connie has led numerous planning projects intended to promote coordination of human services transportation programs throughout the Pacific Northwest and California.

Prior to her tenure at MTC, she worked for five years as a planner with TriMet’s Special Needs Transportation Program, and is a native Oregonian. Connie is an avid hiker and recently completed walking the 360 mile Oregon Coast Trail.


PSAs on Buses – Walt McAlister and Heather Ornelas, Bend Area Transit

11:00 – 12:15 Concurrent Session
Like most districts and municipal systems, Bend Area Transit has been solicited to offer transit advertising to benefit the business community and as a way to build new revenue sources to support the growing cost of operations. While the income is attractive there are many concerns about transit ads, including the legal challenges such as how to control ad content without denying first amendement rights. Bend Area Transit is entering into a new type of transit advertising as an alternative. During this session we will discuss ODOT's public safety program and the opportunity available to transit agencies to enter into Intergovernmental agreements to display public service announcements that encourage safe driving habits, and generate revenue.

McALISTER BIO: Heather Ornelas has been the Transit Manager for the City of Bend/Bend Area Transit for the last two and half years during it's transition from a general public dial-a-ride to a fixed route and eligibility based diala- ride program. Prior to Bend Area Transit, Heather was General Manager of Tillamook County Transportation for eight years. Other experience includes HR for the Tillamook School District, Marketing Director for the Blue Heron French Cheese Company, small business owner, and import coordinator for Pacific Trail Sportwear. She has a B.A. in Business Administration from the University of Washington, and Transit Manager Certification from Pepperdine University.


Small Operator Roundtable – Transportation in a Rural Environment – Moderated by Joanne Wasbauer, Curry Public Transit

11:00 – 12:15 Concurrent Session
Join other small transit operators at this roundtable to talk about common issues and concerns – brainstorm, share your knowledge about operations and problems unique to you and how you solve them.

DAY 3: Afternoon

Awards Lunch/OTA Annual Meeting

12:30 – 2:00