[A]_RFP_250180_SOW_Exhibit_A_idedits.docx

RFP 250180

EXHIBIT A

Scope of Work Transit Operator Assault Prevention Program Assessment Scope of Work

1. Purpose

2. Background Transit operator assaults, both verbal and physical, pose significant safety, operational, and morale risks for public transportation systems. As part of the AGENCY’s commitment to safety and regulatory compliance under 49 CFR Part 673 (PTASP Rule), this project supports the identification and implementation of safety risk mitigations and the strategic advancement of its SMS elements. The outcome of this assessment will inform decision-making and drive improvements that reduce the likelihood and severity of such incidents.

3. Scope of ServicesTasks The CONTRACTOR shall perform the following tasks:

Task 1: Project Kickoff and Work Plan Development (In person – Week 1)

· Conduct a kickoff meeting with AGENCY leadership and key stakeholders.

· Develop a detailed work plan and project timeline that incorporates PTASP and SMS principles, including Safety Risk Management and Safety Assurance components. Comment by Iris Deneau: Add page numbers

· Identify primary contacts and coordination requirements for AGENCY interviews and data requests.

· Development of biweekly scheduled update meeting on progress and scope/task completion Task 2: Current Program Assessment (In person – Week 1 Cont.)

· Review all existing policies, procedures, training materials, incident reports, and data related to operator assaults (past three [3]–five [5] years).

· Assess the effectiveness of current mitigation strategies aimed at reducing operator assaults.

· Evaluate AGENCY efforts through the lens of Safety Risk Management (SRM) to determine how risks are identified, assessed, and mitigated.

· Conduct interviews or focus groups with key stakeholders (e.g., transit operators, safety/security staff, union representatives, operations leadership, Transit Police Services). CONTRACTOR is expected to develop questions and lead discussions as necessary.

· Assess post-incident response protocols and mechanisms for operator support and reporting.

Task 3: Peer and Industry Best Practices Review (Virtual)

· Benchmark AGENCY policies and mitigation strategies against industry best practices in the context of SMS.

· Evaluate innovative and emerging technologies and approaches used to reduce operator assaults.

Task 4: Gap Analysis (Virtual)

· Perform a detailed Safety Performance Evaluation, identifying areas where current mitigations do not meet industry benchmarks or internal safety objectives.

· Compare the AGENCY’s practices against peer benchmarks and SMS-aligned best practices.

· Identify critical gaps and opportunities to enhance continuous improvement processes under the Safety Assurance component of SMS.

Task 5: Recommendations and Action Plan (Virtual)

· Provide a prioritized set of strategic safety measures designed to strengthen the AGENCY’s approach to preventing operator assaults.

· Address recommendations in key domains such as:

· Operator training and de-escalation techniques

· Infrastructure and environmental design (e.g., operator barriers)

· Safety culture and communication strategies

· Data collection and monitoring for incident trends

· Safety risk mitigation tracking and effectiveness reviews

· Outline implementation priorities, timelines, and expected resources (i.e. cost and staffing allocations)

· Ensure all recommendations are compatible with PTASP goals and support long-term integration into the AGENCY’s SMS processes.

Task 6: Final Report and Presentation (In person – one [1] day)

· Prepare a comprehensive Draft report that includes:

· Findings from the current state review

· Peer comparison results

· Risk-based gap analysis

· Recommended mitigation strategies and continuous improvement initiatives

· Prepare a comprehensive final report that includes:

· Findings from the current state review

· Peer comparison results

· Risk-based gap analysis

· Recommended mitigation strategies and continuous improvement initiatives

· Deliver a formal presentation to Operations leadership.

· Provide all supporting materials, including an executive summary and presentation slide deck, suitable for use in board and public communications.

4. Deliverables

· Work Plan and Project Schedule (Task 1)

· Current Practices Summary

· Peer Benchmarking Summary

· Risk-Based Gap Analysis Summary

· Draft final findings and summary report and Executive presentation (PowerPointppt) – overview of final findings, recommendations, to include summary of task details (Task 1-5)

· Intended for AGENCY comment, feedback, and edits

· Include details of deliverables above

· Provided in editable formats

· Final findings and summary report and Executive presentation (pptPowerPoint) – overview of final findings, recommendations, to include summary of task details (Task 1-5)

· Provided in editable formats Note: CONTRACTOR must provide all deliverables for intended post project AGENCY rights, ownership, and use.

5. Timeline The CONTRACTOR shall complete all elements of this scope within 90-120 calendar days from the notice to proceed. Timeline and project schedule to be developed in Task 1. Comment by Iris Deneau: Please confirm contract term. If the project should be completed within 90-120 days from notice to proceed, then the contract term should be more than 3 months

6. Required Qualifications Comment by Iris Deneau: These should be included under 2.3 Firm’s Experience in the RFP

· Familiarity and understanding of transit operator assaults, behavioral threat assessments, causal factors, and preventative measures.

· Demonstrated experience in public transportation safety, security, PTASP and SMS programs.

· Proven record of conducting safety assessments or audits in public transit.

· Ability to travel and perform on-site tasks as required (Site Locations: Santa Ana, Garden Grove, Irvine, Anaheim, and Orange, California). Comment by Iris Deneau: Add Limitation of Governmental Decisions below