OTAP_563-26RLS_Team_Combined_Resumes.pdf

OTAP 563-26 Proposal Team Resumes RLS & Associates, Inc. Prime Contractor

Unicorn Consul�ng Solu�ons Subcontractor

Carol Schweiger Consul�ng Subcontractor

AECOM Subcontractor

RLS & Associates, Inc.

Ms. Robbie Sarles is the Founder and President of RLS & Associates, Inc. (RLS), a transit con-sulting firm in Dayton, Ohio specializing in the provision of technical assistance to rural and urban transit systems, Federal agencies, and State DOTs. She has over 43 years of experience in transit operations, management, training, and consulting. Ms. Sarles is a national expert for FTA’s Drug and Alcohol Testing Regulations and a highly regarded and sought after trainer on a variety of topic areas, including Drug and Alcohol Regulations and Reasonable Suspicion Train-ing, Civil Rights, ADA, diversity, and workplace harassment. She currently leads the Ohio Mobil-ity Transformation project, a vision to align the elements of policies, funding, planning, and technology into Statewide coordinated service transportation. This project has attracted the attention of Federal Transit Administration leadership. Ms. Sarles is currently leading the efforts to test this alignment vision in two pilot areas in the state. Finally, Ms. Sarles is the Pro-ject Manager for the FTA Comprehensive Oversight Review and Technical Assistance Program

(CORTAP).

ROBBIE L. SARLES

President

EDUCATION

M.S., Transportation Engineering, The Ohio State University, 1981

M.S., City and Regional Planning, The Ohio State University, 1981

B.S., Geography and Psychology, Western Kentucky University, 1979

YEARS OF TRANSPORTATION EXPERIENCE

AFFILIATIONS

CTAA Member & Instructor

DATIA Member

NRTAP Instructor

PUBLICATIONS

“Prescription/Over-the-Counter Medications Toolkit,” FTA 2002; updated 2011

“It’s Time to Coordinate” Coordination Toolkit, West Virginia Department of Trans-portation, 2006

“Minnesota Coordination Study and Toolkit,” Minnesota Department of Transportation, “Implementation Guidelines for Drug and Alcohol Regulations in Mass Transit,” FTA 4/94; 2001

“A Handbook for Coordinating Transporta-tion Services,” Ohio Department of Transpor-tation, October 1991; rev. October 1997

“A Guide for Implementing Coordinated Transportation Systems,” Ohio Department of Transportation; October 1997

PROFESSIONAL EXPERIENCE

President, RLS & Associates, Inc., 1987 — Present – Ms. Sarles is highly regard-ed in the transit industry for her development of sound, practical solutions that are both realistic and implementable. During her career, Ms. Sarles has con-ducted hundreds of projects in the areas of service analysis, route and schedule design, transit plan development, regulatory compliance, mobility manage-ment, marketing, human service coordination, maintenance recordkeeping, drug and alcohol testing programs, Americans with Disabilities Act regulatory compliance, Title VI, safety and risk management, innovative services, and all aspects of operations. She has personally developed dozens of feasibility plans and customer surveys, coordination plans, and transit development and service plans to both implement new and enhance and expand existing transit service.

Recently, she was the Project Manager and lead for the CTAA E-Learning project to develop an on-line module to assist mobility managers in being more effec-tive in facilitating meetings among community partners and negotiating differ-ences that arise.

In addition to overseeing RLS’ 19 Drug and Alcohol technical assistance and training contracts, 12 on-call assistance contracts, and RLS’ compliance and planning contracts, Robbie was also involved with the initial creation of the City of Bowling Green, KY Transit Management and Operational Services RFP in 2023.

Currently, Ms. Sarles is the Project Manager as well as a Lead Reviewer, and Subject Matter Expert for the FTA Comprehensive Oversight Review and Tech-nical Assistance Program (CORTAP), FTA’s systematic oversight program to en-sure State DOT and transit system compliance with Federal transit program regulations. This is in addition to overseeing compliance monitoring projects in Oregon, Tennessee, New Jersey, North Carolina, Illinois, and Wisconsin and Drug and Alcohol Compliance Review and Training projects in Alaska, Nevada, Indiana, North Carolina, Oregon, West Virginia, Georgia, and New York, she con-ducts training across the country on a wide variety of topics including Drug and Alcohol, Title VI, Performance Measurements, Customer Service, and many, many more.

Finally, Ms. Sarles is directing the Ohio Mobility Transformation project for the Ohio DOT, which has significant importance and potential impact for not only the state, but nationally, regarding how human service transportation is funded and provided. The project is entering the implementation phase, where project successes to date will be carried forth in a policy alignment initiative that will be realized through the development of necessary policy, tools, technical assis-tance and procedures to meet the needs of agencies, service providers, drivers, ROBBIE L. SARLES

President customers and ODOT. The goal is to improve the quality and safety of human service transportation services within Ohio to create a simpler, level playing field for service providers while reducing the administrative burden on state agencies.

Transportation Management Services, Inc., a Division of Multisystems; Manager, Support Services, June 1986 — Sept. 1987—Ms.

Sarles supervised and assisted TMSI managers in the performance of specific systems analysis, i.e., maintenance, scheduling, mar-keting, customer relations, service development, operations analysis, training, accounting, and NTD reporting. She also served as project director on other projects. Completed projects included:

Assisted in the initiation of the Specialized Transportation Assistance for Richmond (STAR) service for the Greater Richmond Transit Company.

Initiation, operations, and supervision of all aspects of the Tysons Shuttle (Fairfax County, Virginia) commuter service, Reston Internal Bus Service, Arlington Community Services Board specialized transportation program, Rocky Mount Transit System, and special needs transportation for the Northern Virginia Training Center.

Assisted in the completion of an evaluation of the Indianapolis Public Transportation Corporation's OPEN DOOR service for handicapped residents of Marion County including the preparation of an alternatives analysis and development of recommen-dations.

Developed an operations plan for the expansion of the Fairfax County (VA) specialized transportation service from 53 vehicles to 120 vehicles.

Assisted in the completion of the Wisconsin statewide transit maintenance study where the maintenance programs of all 19-transit systems in the state were evaluated.

Assisted in an operational analysis of the O-Bahn Busway in Adelaide, South Australia.

Assisted in the design of a wage and work conditions plan for a new consolidated transportation system in Waterloo, Iowa.

Assisted in the design of a system map and customer information aids for the Montgomery County (MD) Ride-On System.

Conducted a system management study of the City Bus Service of Springfield, Ohio; Transit Development Plans for the Ja-nesville Transit System, Beloit Transit System, La Crosse Municipal Transit Utility and the Nash and Edgecombe Counties coor-dinated transportation system, and management performance review for the Polk County Transportation Authority in Tryon, NC and the Anson County Transportation Authority in Wadesboro, NC.

National Transit Services, Inc.; Director, East Coast Consulting Services, June 1983 — May 1986 Project Director of all East Coast consulting efforts. Responsible for support services to NTS consulting clients and management properties in the areas of service analysis, service planning, route and schedule design, marketing/public information programs, preparation of written documents, and oral presentations.

Central Ohio Transit Authority; Senior Service Analyst, December 1980 — May 1983 Initiated and supervised a series of comprehensive transit corridor studies to determine transit demand, route productivity and service developments.

PROFESSIONAL EXPERIENCE (Continued)

A former transit manager, Ms. Julie Schafer is experienced in transit administration, opera-tions, planning, grants management, and regulatory compliance. She leads RLS’ State DOT task order/on-call service assignments and serves as the RLS Circuit Rider for rural transit systems in Ohio and Indiana. She has served as the lead consultant or project manager for task order/on-call engagements in Ohio, Indiana, Wisconsin, New Hampshire and Tennessee for 7+ years, and Nevada for the past year. She also has a depth of experience in transit planning, having led dozens of coordinated human service transportation plans, transit service plans and evalua-tions. Ms. Schafer’s current assignments also include Lead Planner for the Mobility Ohio pilot project in Southeast Ohio, to align the elements of public and human service transportation policies, funding, planning, and technology into a coordinated and enhanced mobility platform among four counties.

JULIE SCHAFER

Director of State Initiatives

EDUCATION

Attended Miami University-Hamilton

YEARS OF TRANSPORTATION EXPERIENCE

AFFILIATIONS

Certified Community Transit Manager Registered Guardian Certification

PROFESSIONAL EXPERIENCE

Director of State Initiatives, RLS & Associates, Inc., June 2011—Present: An experi-enced Project Manager, Ms. Schafer is known for her ability to critically assess difficult challenges and develop solutions that benefit not only the State DOT, but the transit system and most importantly, the citizens who depend on the transit service. Her re-cent State DOT on-call/task order and planning projects include:

Lead Consultant, Wisconsin Rural Transit Assistance Program (2018—Ongoing):

Implementation of RTAP program, including technical assistance to transit systems and mobility managers; training needs assessments and training development.

Lead Consultant, Ohio Technical Assistance Program (2018—Ongoing): Coordina-tion of 10-30 technical assistance projects each year, including technical assistance reviews for rural systems, supervision of one on-site contracted staff, and statewide “circuit rider” (on-site support) to resolve system challenges.

Lead Consultant, Indiana Rural Transit Assistance Program (2018—Ongoing): Coor-dination of rural system compliance reviews, supervision of two IN-based training staff, Section 5310 subrecipient reviews, and technical assistance to systems, in-cluding leadership of a two-system consolidation (Union and Fayette Counties, IN)

Project Manager, New Hampshire Rural Transit Assistance Program and Mobility Management (2019—Ongoing): Coordination of rural transit system compliance reviews, technical assistance and training task orders, and statewide mobility man-agement program including supervision of one NH-based staff member.

Planner, North Central Indiana Regional Transportation Study (2025—Ongoing), North Central Indiana Regional Planning Council: stakeholder engagement and planning support to explore feasibility of regionalized public transit in 6 Indiana counties.

Co-Project Manager, Northeast Indiana Regional Transportation Needs Assess-ment, Community Transportation Network (2023-2024): stakeholder engagement and planning to document gaps in service in 11-county Northeast Indiana region.

Planner, Lancaster-Fairfield Public Transit Governance Structure Study (2023):

stakeholder engagement to develop options for new governance structure for a countywide transit system.

Planner, Tennessee DOT Office of Mobility and Accessible Transportation Strategic Plan (2020-2022): stakeholder engagement and strategic planning for TDOT’s new office of access and mobility, including development of plan and annual updates.

LifeTime Resources, Community Service Division Director, March 1999 — May 2011 Included role as Section 5311 transit system manager, responsible for transition from a one-county Section 5311(f) program to a 7-county Section 5311 system, and the admin-istration of transit services for the regional system, including grants management and the provision of service contracts to fund the local share for FTA funds.

Harrison Building and Loan, Savings Department Manager, October 1993 — March

Nurses and Company, Scheduling Coordinator, May 1989 — September 1993

DEBBIE GREEN

Associate

EDUCATION

Jefferson Community College Coursework in Busi-ness Administration—Secretarial Certificate

YEARS OF TRANSPORTATION EXPERIENCE

PROFESSIONAL EXPERIENCE

Associate, RLS & Associates, Inc., September 2018 — Present Ms. Green is currently assigned to the ODOT Office of Transit, on-site at the ODOT Headquarters in Columbus, Ohio as a Section 5311 Rural Representative.

Her primary responsibility is to provide oversight and assistance to Ohio’s Sec-tion 5311 transit systems and Mobility Management in grants management, invoicing and accounting, and regulatory compliance. She also assists the ODOT Compliance section with transit system Technical Assistance Reviews. Finally, she provides overall technical assistance and support to the Office of Transit in a variety of areas, including but not limited to:

Keeping ODOT apprised of any issues with subrecipient compliance

Providing technical assistance and support to the Office of Transit in grants management, invoicing and accounting, and regulatory compliance

Processing invoices in conjunction with the Division of Finance; using and updating the Transit Database

Assisting the ODOT Compliance section with financial aspects of subrecipi-ent Technical Assistance Reviews

Assisting the Transit Finance section by processing requisitions and invoic-es in AA, ELLIS and Formstack

Assist Program Manager with Project Closeout Reports for Section 5310

Reviewing/approving Project Closeout Reports for Section 5311 and Mo-bility Management subrecipients

Processing 5311 quarterly Operating & Capitalized Maintenance invoices

Processing Mobility Management quarterly invoices

Budget Coordinator, Rural Alaska Community Action Program, Inc., August 2009 — August 2018 As the Budget Coordinator, Ms. Green was responsible for:

Assisting the Supportive Housing Division Director and program managers to assure the division is in compliance with financial requirements of grants and contracts.

Preparing grant and contract financial reports

Coordinating and assisting division directors and department managers in the development of new and recurring grants and contracts budgets

Meeting with the division director and department managers on a month-ly basis to review grant expenditures, grant closeout and budget revisions

Communicating with Federal, State and local funding sources regarding grant/contract transactions

Grants and Contracts Coordinator, Sonoran Institute, October 2006 —April Account Clerk III, Jefferson County Department of Job and Family Services, August 1998 — October 2006

RLS Associate Ms. Debbie Green has over 19 years of experience in grants management, re-porting and State and Federal program oversight. She is currently providing on-site grants man-agement and technical assistance to the Ohio Department of Transportation, Office of Transit in the administration and oversight of the Federal Transit Administration Section 5311 Program.

Ms. Green’s forte is in program oversight and regulatory compliance, having worked with State and local entities in three states and three different branches of the Federal government. This has provided her with invaluable experience and insights in assisting ODOT with its State and Federal program administration and subrecipient oversight. Ms. Green is also experienced in BlackCat as well as Global Resources.

DEBBIE GREEN

Associate

Mr. Garrity was previously the Director of Compliance Initiatives and Subject Matter Expert (SME) for RLS’ Compliance Monitoring engagements and has recently transitioned to a SME only role. He has assisted the Illinois, North Carolina, Oregon, and Tennessee DOTs and lead reviewer and SME for RLS’ FTA CORTAP contract. A nationally-known and respected transit professional with approximately 45 years of progressive experience, his specific areas of exper-tise include financial management and cost allocation, regulatory compliance, planning and evaluation of existing public transit services, paratransit and transit demand forecasting, ADA, Title VI, performance analysis, procurement, and contracting for services. Recent projects of national importance include a comprehensive update of the nationally accepted MTAP Finan-cial Management Guidelines training for National RTAP; SBIR Cost Allocation Technology for NEMT, Phases 1 and 2 for the U.S. DOT Office of Research, Demonstration, and Innovation; and the Cost Allocation eLearning module for CTAA.

RICHARD GARRITY

Senior Associate/Subject Matter Expert

EDUCATION

Graduate work in Geography, University of North Carolina at Chapel Hill

B.A., Geography, East Stroudsburg Universi-ty, 1974

AFFILIATIONS

TRB Rural and Intercity Bus National Confer-ence Planning Committee

Easter Seals Project Action Mobility Planning Service Institute, Faculty

Community Transportation of America, Insti-tute for Transportation Coordination, Faculty

PUBLICATIONS

TCRP Report 144: Sharing the Costs of Hu-man Services Transportation Volume 2: Re-search Report

TCRP Report: Impact of the Affordable Care Act on Non-Emergency Medical Transporta-tion (NEMT): Assessment for Transit Agencies

PROFESSIONAL EXPERIENCE

Subject Matter Expert, previously Director of Compliance Initiatives, RLS & Associates, Inc., 1997 to Present

Compliance As indicated above, Mr. Garrity directs RLS’ compliance monitoring projects and is considered a national expert in the area of Federal Transit Administration regulatory compliance. He has served as a Litigation Consultant to the U.S. De-partment of Justice, Disability Rights Section, providing, technical assistance on ADA compliance and remedy. His regulatory compliance work for the company includes the development of compliance monitoring tools for Indiana, Illinois, Oregon, Tennessee, and Wisconsin. In this regard, Mr. Garrity developed a com-prehensive system of compliance checks for conducting the desk, on-site, and follow-up of compliance reviews in 10-19 topic areas, depending on the com-plexity of the system. He continues to be the Lead Compliance Reviewer for Oregon, Illinois, and Tennessee. His compliance manuals written for the Ohio Department of Transportation, “FTA’s Charter Regulations: A Compliance Guide for Ohio’s Public Transit Systems” and “ODOT Guide to Compliance with Inter-state Passenger Transportation Regulations” have been used as best practices and models nationwide.

State DOT Assistance Mr. Garrity is a nationally renowned subject matter expert in many areas including FTA compliance, financial management, cost allocation, procurement, and grants management. He provides a variety of technical assistance and support as part of RLS’ State DOT engagements. A few examples include procurement assistance to Ohio, Indiana and Illinois; State Management Review follow up assistance to Indiana and Illinois; and conducting an evaluation and analysis of the North Carolina DOT Division of Public Transit, its Division responsibilities, work flow and staffing and making recommendations. This project also included a peer review of other State DOTs and their comparable transit divisions.

Training Mr. Garrity is a nationally recognized trainer and has developed and conducted training on technical topics ranging from “Financial Management” and “Cost Allocation” to “Title VI, Environmental Justice, and Limited English Proficiency” to the “Integration of GIS in Public Transit Planning,” ADA, and Charter Compli-ance. Other training projects of note:

Developed a 2 CFR 200 training course that has been presented across the country.

Major contributor and certified instructor of the nationally accepted MTAP Financial Management Guidelines training course and recently completed a comprehensive review and update to reflect changes in regulations from

RICHARD GARRITY

Senior Associate/Subject Matter Expert the course’s initial development. This course will be available as an on-site training as well as on-line.

Developed an on-line Cost Allocation eLearning module for CTAA.

Is a faculty member for the Community Transportation Association of America (CTAA) “Institute for Transportation Coordina-tion” and National Easter Seals/Project Action’s “Mobility Planning Services (MPS) Institute.”

Currently providing financial management and NEMT on-site and webinar training for the Minnesota DOT through a contract with Easter Seals.

Developed the Regulatory Compliance Module as part of the Ohio DOT’s Transit Academy transit manager training program.

In addition to those topics previously mentioned, he has developed and presented a variety of training across the country on such topics as ADA, FMCSA regulations, Cost Allocation, Contracting, Financial Management, Civil Rights, Contract Rates, Char-ter, Procurement, 2 CFR 200 (Super Circular), NTD, NEMT, Scheduling/Dispatch Software, and Performance Measures.

Financial Management, Cost Allocation and NEMT In addition, Mr. Garrity is also nationally recognized for his research and work in financial management cost allocation concepts and the impacts to NEMT transportation. He was the Project Manager and lead researcher for the work published in the TCRP Di-gest 109 “Impact of Non-Emergency Medical Transportation on Transit Agencies.” He also served as the firm’s Project Manager (subcontractor to Westat) and primary author for the published TCRP Report 144, “Sharing the Costs of Human Services Transpor-tation,” where he also conducted a detailed examination of major human service agency transportation funding programs in Arizo-na and Oregon. Finally, Mr. Garrity researched and developed the NC Transit Association’s “An Examination of the Effectiveness of the Organizational Model in Today’s NEMT Brokerage Environment.”

Planning and Coordination Mr. Garrity has also conducted a wide range of planning projects across the country, including:

• DART Mobility Management Implementation Plan

• Ohio Statewide Mobility Project

• Maine Restructure NEMT in the State

• Corridor Study, CTAA/Tanana Chiefs Conference

• Fairbanks NSB Mobility Management Plan

• City of Fayetteville/Cumberland County Coordinated Transportation Development Plan

• NY Metropolitan Transportation Council Coordinated Public Transit-Human Services Transportation Plan

• Cuyahoga Co. Planning Commission - Cuyahoga County Strategic Plan for Senior Transportation

• RPTA/Valley Metro Regional Paratransit Study

Finally, In addition to those projects described previously, as sample of Mr. Garrity’s numerous other projects includes:

• Dispatch/Scheduling Software Specification development for Penquis County, Maine

• Wichita Transit Paratransit Assessment and Comprehensive Financial Analysis

• Georgia RTA RHST Reporting Services

• Kosciusko County Feasibility Study

• Economic Stimulus Programs: Illinois DOT and Indiana DOT

• Illinois DOT - Downstate Illinois Technical Assistance Project; Section 5310/5311 Compliance Monitoring and Improvement

• Indiana DOT – State Management Review Preparation; Development of Asset Management Program; Update of Compliance Review Guidebook to meet MAP-21 requirements

• Cost Allocation Workshops in various states

• Ohio DOT Technical Assistance Program (OTAP); Compliance Reviews

• Indiana DOT Compliance Reviews

• Chicago RTA - ADA Minimums Study

• Easter Seals Project Action - Transportation Services for Persons with Disabilities in Rural and Small Urban Communities

• Ohio DOT - Rural Transit Manual Update, Federal Compliance; Guidebooks on Charter Bus and FMCSA Compliance

CGA Consulting Services, Inc., Senior Associate, May 1984 - September 1997 Public Transportation Division NCDOT Rural and Small Urban Programs Manager, January 1978 - May 1984

RLS A , I .

Ms. Anne Marie Coughlin comes to RLS with over 17 year of financial analyst experience in-cluding nine years as a financial analyst and director of financial management and project oversight with the Federal Transit AdministraƟon. During her Ɵme as a financial analyst, she engaged in the management of grant funded programs and projects, ensuring grants remain acƟve and are carried out per the direcƟon of FTA circulars, guidance, SOPs, and statutes.

As the Director of Financial Management and Program Oversight, Ms. Coughlin managed vari-ous oversight reviews, such as financial risk assessments, financial management oversight re-views, review of grant drawdowns, and Single Audit follow up.

Ms. Coughlin was awarded a Meritorious Silver Medal by USDOT Secretary Elaine Chao for recogniƟon of creaƟng a dynamic and funcƟonal database to manage a budget of over $3.6 billion.

ANNE MARIE COUGHLIN

Senior Associate

EDUCATION

B.S. in AccounƟng, University of Maryland, Global Campus

LICENSES AND CERTIFICATIONS

Virtual Leadership CerƟficate Program

Inclusive Leadership—Harvard Extension School

Project Management for Transit Profession-als – NTI

Gaining a PosiƟve PerspecƟve on Feedback – DOT Learns

Gauging Your Leadership Performance – DOT Learns

Personal Power and Credibility – DOT Learns

Accountable Leadership – DOT Learns

Building a Leadership Development Plan – DOT Learns

Grants Management CerƟficate – Manage-ment Concepts

IntroducƟon to Grants and CooperaƟve Agreements for Federal Personnel

Monitoring Grants and CooperaƟve Agree-ments for Federal Personnel

Uniform AdministraƟve Requirements for Grants: 2 CFR 200 (Subparts A-D)

Cost Principles for Federal Grants: 2 CFR 200 (Subpart E) and FAR 31.2

Performance Measurement for Federal Grants Under 2 CFR 200

Developing & Monitoring Indirect/F&A Cost Rate Proposals Under 2 CFR 200

EvaluaƟng Federal Funds Management Capa-biliƟes of Recipients & Subrecipients

Senior Associate, RLS & Associates, Inc., May 2025—Present

As indicated above, Ms. Coughlin is considered a expert in the area of Fed-eral Transit AdministraƟon financial and grants management regulatory compliance. As such, Ms. Coughlin joins the RLS Compliance and States

IniƟaƟves teams. Ms. Coughlin supports the Compliance team for the con-duct of State Management Reviews, system triennial reviews, and state subrecipient oversight reviews with a focus on financial and grants man-agement compliance. She provides a variety of technical assistance and support as part of RLS’ State DOT engagements. Ms. Coughlin is engaged to assist the North Carolina DOT Division of Public Transit, IMD Division conducƟng an evaluaƟon and analysis of its financial and grants manage-ment pracƟces, responsibiliƟes, work flow and staffing and making recommendaƟons for improved efficiency, effecƟveness and subrecipient relaƟons.

Director, Financial Management and Program Oversight, Federal Transit Ad-ministra on, January 2023—May 2025

Developed and recommended financial procedures for the Region III office, collaboraƟng with counterparts across the country to coordinate proce-dures and policies with naƟonal significance, conƟnually seeking improve-ments in processes and reporƟng with a focus on accuracy and integrity, while striving for efficiency

Exercised sound financial management pracƟces and financial planning to prioriƟze criƟcal goals of the agency

Administered over $3.6 billion in unobligated balances, and over $4 billion in acƟve grants, developing financial models to support decision-making processes in the administraƟon of federal transit programs

Conducted in-depth analysis of financial and grant progress data to idenƟfy trends and risks

Financial Analyst, Federal Transit Administra on, Mar 2016—Jan 2023

Provided financial guidance and support to FTA staff and recipients of Fed-eral transit grants to ensure compliance with FTA circulars, guidance, SOPs, and statute

Developed a dynamic and funcƟonal database to manage a budget of over $3.6 billion, for which I was awarded a Meritorious Silver Medal by USDOT Secretary Elaine Chao

Led the effort to track program funds for the Region, fostered teamwork, collaboraƟon, and accountability among the reservaƟons team

Exercised analyƟcal skills to facilitate financial planning, fostering sound

Mr. Sean K. Oswald is the Chief of Operations/Director of Drug & Alcohol Initiatives for RLS & Associ-ates, Inc. (RLS) and is a nationally respected and recognized expert on FTA D&A regulations. With excellent skills in problem solving, leadership, organizational planning, implementation, manage-ment, team building, and communications, he is a member of the RLS executive management team, helping to direct and coordinate RLS’ strategic and operational activities, and identifying and implementing operational change to meet current and future requirements. He is the Project Manager for many of the firm’s largest multi-year compliance oversight projects; directs all of RLS’ D&A projects for transit systems and State DOTs; and plays a lead role in many of the firm’s other State DOT projects. He is currently the task manager for the Ohio DOT Facility Project Support- Phase I task, providing technical assistance for the coordination, administration and oversight of the ODOT Section 5311 capital grant application process for facility construction projects. Mr. Oswald is a Certified Safety and Security Officer and a member of the RLS Safety and Security team.

SEAN K. OSWALD

Chief of Operations/Director of Drug & Alcohol Initiatives

EDUCATION

University of Cincinnati - B.S., Substance Abuse Counseling, 2015

Certified Drug & Alcohol Program Adminis-trator, Certification Commission for Drug & Alcohol Program Professionals (CCDAPP)

Certified Safety and Security Officer training, CTAA

U.S. Marine Corps - Honor Graduate: Analy-sis and Reporting Certificate Course; Honors completion: Communication and Signals Collection; GIS Training: Basic, Intermediate and Advanced Geospatial Metadata Analysis courses

AFFILIATIONS

Commissioner, Certification Commission for Drug and Alcohol Program Professionals (CCDAPP, 2018 – Present)

Legislative and Regulatory Guidance Com-mittee Member (DATIA, 2012 - Present)

PUBLICATIONS

West Virginia Drug & Alcohol Testing Re-sponse Handbook, update 2012

PROFESSIONAL EXPERIENCE

Chief of Operations/Director of Drug & Alcohol Initiatives, RLS & Associates, Inc., 2011 — Present – Mr. Oswald is an experienced leader, project manager, compliance reviewer, and trainer with extensive experience in Federal regulato-ry assessments, having conducted over 1,000 compliance and policy reviews across the country. An excellent presenter and skilled trainer, Mr. Oswald is known for his friendly demeanor and ability to put people at ease and explain complex regulations and concepts. As indicated above, he is responsible for many of RLS’ large scale compliance engagements and task order contracts, providing overall project management, budget creation and oversight, staff assignments, workforce optimization, ongoing process improvements, deliver-ables, technical assistance, training, and compliance oversight. These projects include, but are not limited to:

Project Manager for many of the firm’s largest multi-year task order and compliance oversight projects, including those for Arizona DOT, Georgia DOT, Massachusetts DOT, New Jersey Transit, North Carolina DOT, and Ore-gon DOT. In this role, he provides overall project management, budget creation and oversight, staff assignments/workforce optimization, ongo-ing process improvements, deliverables, technical assistance and training.

Senior D&A Reviewer assisting over 20 different State DOT’s develop and implement ongoing drug & alcohol oversight compliance and technical as-sistance programs for thousands of transit systems across the nation.

Lead Consultant assisting the Alaska DOT, Georgia DOT, New York State DOT, North Carolina DOT, Ohio DOT, Virginia DOT, and West Virginia DOT with preparations and follow-up for their FTA drug and alcohol program audits.

Senior D&A Trainer on required FTA courses, including Drug & Alcohol Pro-gram Management & Compliance training and Reasonable Suspicion train-ing. In addition, Mr. Oswald develops and conducts training on related topics, including Marijuana Legalization, CBD Products and Workplace Con-cerns, Drugs on the Bus, Emerging Drug Trends & Shifting Demographics, and Opioid Epidemic.

Trainer on a variety of other topics, including but not limited to Title VI, DBE, Financial Management, Maintenance, State Management Plan Up-dates, FTA Program Guidance Updates, Transit Asset Management, and more. In response to the COVID-19 pandemic, he developed and conduct-ed “Taking Care of Ourselves: Mental Health and COVID-19” for RLS staff as well as for the staffs of the Texas and Ohio DOTs, the members of the Association of Washington Cities, and the Community Transportation Asso-ciation of Virginia.

Training Manager, United States Marine Corps, 2008 — 2011

SEAN OSWALD

Chief of Operations/Director of Drug & Alcohol Initiatives

Ms. Christy Campoll is an experienced Project Manager as well as Lead Planner and Researcher for RLS’ planning team; reviewer for the RLS compliance team; and a former transit manager and transportation vice president for a rural, demand response public transit system in central Indiana. In this latter role, she was directly responsible for the system’s demonstrable ridership growth and improved cost-efficiency, expanding access and mobility for older adults, people with disabilities, and low-income residents of Hamilton County, IN.

As an RLS Senior Associate, her projects have included rural and small urban fixed route feasibility studies; regional governance and administration planning; local, regional, and statewide coordination plans; transit development plans; and comprehensive operational assessments. In these projects, her strengths in needs assessment, community outreach, service planning, strategic planning, research, and FTA compliance are an invaluable resource.

CHRISTINA R. CAMPOLL

Senior Associate

EDUCATION

Master of Public Affairs, Indiana University – Bloomington, December 2006

Bachelor of Arts, Indiana University – Bloomington, August 2001

Doctoral Coursework in Organizational Studies, Wright State University – Dayton, OH (2020—Ongoing)

PUBLICATIONS

TCRP Research Report 249: Bus Operator Barrier Design: Guidelines and Considerations (co-author)

Senior Associate, RLS & Associates, Inc. – January 2018 to Present – Some of Ms. Campoll’s current and recent project roles include:

Project Manager, Indianapolis MPO Coordinated Public Transit-Human Services Transportation Plan (2025-Ongoing)

Project Manager, North Central Indiana Regional Transportation Study (2025-Ongoing)

Project Manager, Northwest West Virginia Transit Authority Formation Study (2024-Ongoing)

Project Manager, Richland County, OH Mobility, Access and Transportation Insecurity Study (2024-Ongoing)

Lead Planner, Jackson County, IL Mass Transit District Comprehensive Study (2024-Ongoing)

Community input gathering for Tennessee Office of Mobility and Accessibility Strategic Plan (2020-21 and 2025-Ongoing)

Project Manager, ColumBUS (Columbus, IN) Route Study (2024)

Researcher, NEMT and Public Transit Study, Community Transportation Association of America (2024)

Project Manger, Fixed Route Feasibility Study, City of Vincennes, IN (2024)

Project Manager, Dixon and Rochelle (IL) Fixed Route Feasibility Studies, Reagan Mass Transit District (2024)

Project Manager, Regional Mobility Study, Five County Association of Governments, UT (2024)

Planner/Researcher, Mobility Ohio (2018-Ongoing)

Project Manager, Potomac Valley Transit Authority (PVTA) Service Evaluation and Facility Expansion Study (2022-2023)

Project Manager, Richland County, OH Ten-Year Transit Development Plan, (2022-2023)

Project Manager, “Bus of the Future” Operator Compartment Redesign, (2020-2023)

Project Manager, Geauga County, OH Transit Development Plan (2022)

Project Manager, Preble County, OH and Marion County, OH Transit Feasibility Studies (2021-2022)

Project Manager for the Indianapolis Metropolitan Planning Organization Sections 5307/5311 Allocation Analysis, (2020-21)

Planner for the Plainfield/Guilford Township, IN Transit Plan (2019-20) and the Northern Johnson County, IN Transit Plan (2021)

Project Manager for 11 Indiana Regional Coordination Plan Updates and 5 Indiana MPO Coordination Plan Updates (2020-2022)

Janus Developmental Services, Vice President of Transportation, 2015—2017

Miller Transportation, Scheduled Service Manager, 2013—2015

Central Indiana Regional Transportation Authority, Mobility Manager & Program Liaison, 2010—2013

Tamara N. Nicholson, PgMP, PMP Resume Page 1 of 3 Unicorn Consulting Solutions, LLC

TAMARA N. NICHOLSON

P R I N C I P A L C O N S U L T A N T

UNICORN CONSULTING SOLUTIONS, LLC

OVERVIEW

Ms. Nicholson brings over 18 years of experience in project and program management for a wide range of engineering and construction initiatives. She provides direct support to project owners and their subrecipients, specializing in federal compliance and project management best practices. Her portfolio spans projects from under $1 million to over $2 billion, funded by federal, state, local, and private sources.

Ms. Nicholson has developed key deliverables and conducted technical reviews in line with federal statutes and requirements. She has partnered with public agencies nationwide, including the Ohio Department of Transportation (DOT), New Hampshire DOT, Delaware River Port Authority (DRPA), and Southeastern Pennsylvania Transportation Authority (SEPTA), guiding projects from planning through implementation.

With a proven track record across diverse and complex projects, Ms. Nicholson is a trusted resource for clients seeking both compliance and successful project delivery. Her commitment to collaboration and tailored solutions makes her an invaluable asset to any project team.

EDUCATION

Master of Business Administration (MBA) courses, Feliciano School of Business, Montclair State University, Montclair, NJ (1 year of courses)

Bachelor of Business Administration (BBA) degree, Fox School of Business and Management, Temple University, Philadelphia, PA

CERTIFICATIONS

Program Management Professional (PgMP) No. 3133281

Project Management Professional (PMP) No. 1740034

AWARDS

Mass Transit Magazine’s 2020, Top 40 Under 40

MEMBERSHIPS

Project Management Institute (PMI)

Secretary, Women Transportation Seminar (WTS) Philadelphia

Conference of Minority Transportation Officials (COMTO) Philadelphia

Member at Large, Engineers Without Boarders, Philadelphia Chapter, International Projects Team

Tamara N. Nicholson, PgMP, PMP Resume – Principal/Program Manager Page 2 of 3

EXPERIENCE

March 2021 – Present Founder/Principal Consultant, Unicorn Consulting Solutions, LLC, Cherry Hill, NJ.

Responsibilities:

Principal and Managing Member responsible for the business's day-to-day operations, including strategic planning, business development, and execution of contract requirements. Currently providing project and program management consulting services to state and local transit agencies for federally funded projects.

Relevant Projects:

Ohio Department of Transportation (ODOT), May 2022 – June 2023, Program Management Consultant for transit facility projects. Responsible for supporting the planning/development and environmental review process for a program of nine transit facility projects seeking federal funding. Work tasks include:

• Reviewed project budgets and funding amounts and provided recommendations for adjustments for inflation based on industry standards; updated project cost tracking spreadsheet to reflect adjustments in ODOT share and local match.

• Reviewed the projects’ scope, schedule, budget, and purpose as noted in each grant application, and provided opinions on the feasibility of each project to move forward with requesting funding from the Federal Transit Administration (FTA).

• Provided recommendations for prioritizing projects based on readiness to submit environmental documents; coordinated with ODOT, its subrecipient agencies, and the FTA to collect and submit the necessary information for Class of Action determination.

Ohio Department of Transportation (ODOT), July 2024 – June 2025, Technical Support Consultant for transit facility projects. Responsible for supporting the procurement process for a program of nine transit facility projects, ensuring compliance with federal requirements. Work tasks include:

• Aid with developing Requests for Qualifications (RFQ) and supporting documents.

• Review subrecipients’ written procurement procedure, including procurement policy and supporting documents, to ensure compliance with federal requirements.

• Provide training and guidance regarding the FTA-required qualification-based selection process, including evaluation and selection procedures.

• Provide strategic direction to ODOT and subrecipients regarding federal requirements and mitigation options regarding issues that arise.

New Hampshire Department of Transportation (NHDOT), April 2022 – April 2025. Project Management Consultant. Responsible for providing technical support for a transit facility project receiving federal funding. Work tasks include:

• Coordinate with NHDOT and its subrecipient agency to develop a Request for Qualifications (RFQ) and supporting documents for procurement of an Architecture and

Tamara N. Nicholson, PgMP, PMP Resume – Principal/Program Manager Page 3 of 3

Engineering (A&E) firm while ensuring compliance with federal third-party procurement requirements.

• Assist in developing the Project Management Plan (PMP) and supporting documents to ensure effective planning and implementation of the project.

• Provide strategic direction to NHDOT and its subrecipient regarding RFQ solicitation, internal staffing requirements to effectively implement the project, and project management best practices.

November 2006 – March 2021 Federal Transit Administration (FTA) Oversight Support Services Consultant, Burns Engineering, Inc., Philadelphia, PA.

Responsibilities:

Project Management Oversight Consultant (PMOC) in the monitoring and oversight of more than 30 large-scale transit facilities and infrastructure projects across the country over a 14-year period.

Supported and monitored project elements related to scope, schedule, budget, safety, quality, and regulatory compliance, including the National Environmental Policy Act (NEPA), Buy America, and Americans with Disabilities Act (ADA); attended risk assessment workshops, reviewed third-party constructability reports, cost estimates, and change orders.

Day-to-day activities:

• Performed comprehensive review/analysis of project documents to assess project status and possible risks.

• Conducted briefing meetings with transit leadership regarding the status of open issues/concerns and recommendations for mitigation.

• Prepared key deliverables, including site visit reports, monthly status reports, and comprehensive quarterly reports for submittal to FTA and other applicable stakeholders.

• Provided senior leadership and overall direction to transit agencies and project teams regarding meeting Federal requirements and implementing project management best practices.

Schweiger Consulting LLC – Page 1

Carol Schweiger, President, Schweiger Consulting LLC

Ms. Schweiger has over 45 years of experience in transportation consulting, and is nationally and internationally recognized in the area of Intelligent Transportation Systems (ITS) and Advanced Public Transportation Systems (APTS). She is the immediate past Co-chair of the Transportation Research Board (TRB) Committee on Innovative Public Transportation Services and Technologies, a Charter Member of the Mobility on Demand Committee (now the Emerging Technology Committee) of the Intelligent Transportation Society of America (ITS America), and member of the International Program Committee of the ITS World Congress, TRB International Coordinating Council, American Society of Civil Engineering (ASCE) Technical Committee on Mobility Innovation, and SAE Shared and Digital Mobility Committee. She was named WTS Rhode Island’s 2022 Woman of the Year, and a National Transit Institute (NTI) Fellow for Advanced Technologies and Innovative Practices from 1995 to 1997.

Ms. Schweiger provides detailed technical assistance, including systems engineering, technology strategy development and detailed technology procurement and implementation assistance (including specifications development), to transit and paratransit agencies, and state departments of transportation (DOTs) that are deploying ITS technologies, and to the USDOT and TRB.

She has provided over 80 agencies with ITS technical assistance. She co-developed and was the lead instructor for five transit ITS training courses for NTI, and seven USDOT ITS Professional Capacity Building (PCB) courses on Transit Management Standards and Traveler Information Standards. Ms. Schweiger authored five TRB Transit Cooperative Research Program (TCRP) Synthesis reports, and authored one and co-authored two full TCRP reports.

Selected State and Provincial Project Experience:

• Coordinated Transportation Technology Procurement Project, Ohio Department of Transportation (ODOT)

Office of Transit, Columbus, OH, Technology Lead

• Transit Technology Initiatives (GTFS-Flex, Automated Fare Payment and CAD/AVL Systems), Maine

Department of Transportation (Maine DOT), Augusta, ME, Technology Specialist

• Statewide Paratransit Scheduling and Dispatching Software RFI, Specifications Development, and Procurement and Implementation Assistance, Vermont Agency of Transportation (VTrans), Barre, VT, Lead Technical Specialist

• Technology Specifications Development and RFP and Procurement Assistance, New Hampshire Department of Transportation (NHDOT), Concord, NH, Technology Specialist

• Transit Technology Toolkit Development, Ontario Ministry of Transportation, Ontario, Canada, Technology Specialist

Selected Transit Agency Project Experience:

• Technical Assistance in Planning, Procurement and Implementation of an Intelligent Transportation System, Worcester Regional Transit Authority, Worcester, MA, Project Manager and Subject Matter Expert

• Transit Management Technologies Consulting, Gadabout (paratransit provider), Ithaca, NY, Project Manager and Technical Lead

• Comprehensive Operational Analysis for Demand-Response/Connector Services, Suburban Mobility Authority for Regional Transportation (SMART), Detroit/Troy, MI, Technology Specialist

• Consultant Services – Transportation Reservation and Scheduling Software Assistance, Ocean Ride, Ocean

County, NJ, Project Manager and Technical Lead

• Real-time Transit Information System Feasibility Study, TransLink, Vancouver, British Columbia, Subject Matter

Expert

• Capital Area Transit System (CATS) AVL/CAD and Scheduling Software Procurement Assistance, CATS, Baton Rouge, LA, Lead Technical Specialist

Education B.S., Mathematics, Tufts University, 1978 M.S., Civil Engineering, Cornell University, Professional Licenses/Certifications:

Certificate, Administration and Management, Harvard University Extension, 1988 Certificate, GIS and Network Analysis Tools, Massachusetts Institute of Technology, 1989 Certificate, Transit Service and Operations Planning, Massachusetts Institute of Technology, 1980

Years of Experience Years with Firm

Schweiger Consulting LLC – Page 2

• ITS and Radio Planning Task Order, Votran, South Daytona, FL, Project Manager and Lead Technology Specialist

• On-Call Planning, Technology and Management Analysis Services: Emerging Mobility Pilot Refinement and Implementation Plan, Metropolitan Tulsa Transit Authority (Tulsa Transit), Tulsa, OK, Technical Specialist

• Technology Support for Brampton Transit, Brampton, Ontario, Canada, Technology Specialist

• Mobile Fare Payment System Project, Worcester Regional Transit Authority (WRTA). Worcester, MA, Lead

Technical Specialist

• Coordinated Human Services Plan Development Assistance for Regional Transit Authority of Southeast

Michigan, Detroit, MI, Technology Specialist

• ITS Assessment and Strategy Development, Collier Area Transit (CAT), Naples, FL, Lead Technical Specialist

• Development of Specifications and Procurement of Public Transportation Scheduling Software and Other

Technologies, York County Community Action Corporation (YCCAC), Sanford, ME, Project Manager and Technical Lead

Selected U.S. Department of Transportation, Transport Canada and Waka Kotahi New Zealand Transport Agency Project Experience:

• Multimodal for All Travelers Standards Support Project, USDOT ITS JPO and FTA, Washington, DC, Subject

Matter Expert

• Innovative Technology Strike Team Technical Assistance Consultant Services, National Center for Applied

Transit Technology (N-CATT), Washington, DC, Lead Technology Specialist

• Complete Trip - ITS4US Deployment Program, USDOT ITS Joint Program Office (JPO), Washington, DC, Subject Matter Expert

• Research to understand the potential effectiveness of different incentive types delivered through Mobility as a

Service (MaaS) systems for New Zealand, Waka Kotahi, NZ Transport Agency, Auckland, New Zealand, Technical Specialist

• Technical Assistance for State Transit Technology Summits (Maine DOT, Minnesota DOT, New Mexico DOT and Mississippi DOT), N-CATT, Washington, DC, Technology Specialist

• Technology White Paper Development on MaaS, automated transit vehicles, and open source software and open data, N-CATT, Washington, DC, Technology Specialist

• Technology Consulting Services, National Center for Mobility Management, Washington, DC, Technology Specialist

• National Aging and Disability Transportation Center (NADTC) Technology Assistance, Washington, DC, Technical Lead

• Canada-United States Study on Innovation in Transportation, Transport Canada, Ottawa, Ontario, ITS Consultant

• Transit Automation Scoping Paper, Transport Canada, Ottawa, Ontario, Canada, Lead Technical Specialist

• Mobility Services for All Americans (MSAA) Technical Assistance, and Knowledge and Technology Transfer, Federal Highway…