SOQ_-_CSI_-_2023.pdf
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About this file
Contract Service Innovations, LLC (CSI) is a management consulting firm based in Austin, Texas, specializing in compliance, performance management, and contract support services. The document is a Statement of Qualifications (SOQ) highlighting the company's expertise in government, education, and private sector markets across multiple states, including Texas, Pennsylvania, California, New York, and Alaska. CSI holds various certifications including SBE, MBE, DBE, and HUB, and provides services to numerous transit authorities, transportation departments, and governmental agencies such as the Federal Transit Administration, Dallas Fort Worth International Airport, and Corpus Christi Regional Transit Authority.
The company offers comprehensive services including program management, contract compliance, performance monitoring, and certification support, with a focus on Disadvantaged Business Enterprise (DBE) programs and regulatory compliance. CSI has been involved in several large-scale projects, including a $750 million SEPTA Market Street El Reconstruction project, a $1.5 billion Corpus Christi Harbor Bridge Project, and a $2.7 billion Dallas Fort Worth International Airport Terminal Renewal and Improvement Program. Their services encompass site monitoring, achievement reporting, DBE certification assistance, commercially useful function reviews, and comprehensive compliance monitoring across transportation, aviation, and infrastructure sectors. The firm leverages its extensive experience with federal, state, and local government contractors to provide specialized consulting and technical support.
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CONTRACT SERVICE INNOVATIONS, LLC d/b/a CSI Compliance
Statement of Qualifications
Our Services
Program Management
Performance Management
Contract Compliance
Training & Technical Support
NAICS CODES
541611 General Management Consulting 541618 Other Management Consulting 541990 Professional, Technical Services 611430 Professional Development Training
Certifications: SBE, MBE, DBE & HUB
Contract Service Innovations, LLC (CSI) was established in Philadelphia by Managing Principal, Benjamin Sumpter after years of experience in the private sector as a government consultant along with work experience in federal and local governments.
CSI later relocated its principal office to Austin and is currently doing business as CSI Compliance in the state of Texas. Since 2015, CSI has been providing consulting and training services in government, education and private sector markets from New York to Alaska.
CSI is committed to helping clients improve their performance, primarily through the analysis of existing organizational challenges and development of plans for improvement. Clients draw upon our services for many reasons, in-cluding gaining external (and objective) advice and access to our consultants' specialized expertise. What separates us from the pack is our breadth of real-life solutions to real-life situations, because we have been there as compliance practitioners, auditors and trainers for the federal government.
20-Year Experience Highlights:
U.S. Department of Transportation Government Contractor National Transit Institute Instructor Small Business Administration Business Analyst Regional Certification Agency Executive Director Presentence Investigations Officer
Educational Highlights:
Master Public Administration Bachelor of Communication and Sociology
Industry Certification:
Certified Master Compliance Administrator
Benjamin Sumpter II, Managing Principal
Our Story
Our Mission
The mission of Contract Service Innovations (CSI) is to build sustainable and strategic relationships with clients in the public and private sector through delivery of exceptional Management Consulting Services. We strive to bring assurances that projects and organizations are operating in accordance to governing body guidelines by implementing our Program and Performance Management Solutions.
Our highly skilled consultant team covers all facets of compliance, oversight and performance measurement programs across multiple disciplines. CSI's results driven solutions help to improve an organization’s performance and their bottom line.
PROGRAM DEVELOPMENT
PROGRAM IMPLEMENTATION
PROGRAM EVALUATION
POLICY & PROCEDURE ANALYSIS
REGULATORY COMPLIANCE AUDITS
GRANT MANAGEMENT ANALYSIS
PROJECT FUNDING ANALYSIS
TRANSIT
AVIATION
HIGHWAY
EDUCATION
GOVERNMENT
BUSINESS DIVERSITY
PROCUREMENT & CONTRACTS
EMPLOYMENT EQUITY
SAFETY & SECURITY
ASSET & RISK MANAGEMENT
HUMAN RESOURCES
INFRASTRUCTURE
FINANCIAL STEWARDSHIP
FOCUS AREAS
Our Program Management Solutions
We employ qualitative and quantitative research methods to our program management consulting engagements that produce quality results for our clients. We believe that we have the best in the business heading up our market industries which equates to measurable outcomes leading to successful and on time deliverables. Our compliance reports have been highlighted as best practices for operating in highly regulated environments.
Program Management Highlights
MARKETS
PROGRAM MANAGEMENT
Federal Transit Administration Top Tier DBE Compliance Reviews
Drafted Compliance Reports (Public)
Los Angeles County MTA LACMTA Final Report
Chicago Transit Authority CTA Final Report
Florida Department of Transportation FL DOT Final Report
Federal Transit Administration Large UCP Compliance Reviews
Drafted Compliance Reports (Public)
New York Unified Certification Program NY UCP Final Report
California Unified Certification Program CA UCP Final Report
Texas Unified Certification Program TX UCP Final Report
Federal, State, and Local Projects
Benjamin Sumpter [Lead Reviewer]
CSI State/Local Projects
Service
Metropolitan Transportation Commis-sion, CA
DBE Program Services
Municipality of Anchorage, AK Develop SBE/DBE Program
Ohio Department of Transportation DBE Staff Support
Federal Aviation Administration Projects
Service
Los Angeles (LAX) Airport Airport Concessionaire DBE Joint Venture Review
Hartsfield-Jackson Atlanta (ATL) Airport Airport Concessionaire DBE Joint Venture Review
Miami (MIA) Airport Airport Concessionaire DBE Joint Venture Review
Federal Transit Administration Procurement System Reviews
Federal Transit Administration Triennial Reviews
Metropolitan Council, MN San Francisco MTA
Foothill Transit, CA Regional Transit District, CO
Memphis Area Transit City of Santa Monica, CA https://www.transit.dot.gov/sites/fta.dot.gov/files/docs/LACMTA_DBE_Compliance_Report_6-14-13.pdf https://www.transit.dot.gov/sites/fta.dot.gov/files/docs/CTA_FY2011_DBE_Final_Report_Oct_28_2011.pdf https://www.transit.dot.gov/sites/fta.dot.gov/files/docs/FDOT_DBE_Final_FTA-Sept_9.pdf https://www.transit.dot.gov/sites/fta.dot.gov/files/docs/New_York_UCP_Final_Report_4-5-13-POST.pdf https://www.transit.dot.gov/sites/fta.dot.gov/files/docs/California_UCP_Review_-_August_2010_Redacted.pdf https://www.transit.dot.gov/sites/fta.dot.gov/files/docs/Texas_UCP_Review_Final_Report-_August_Redacted.pdf
KEY PERFORMANCE INDICATOR (KPI)
ORGANIZATIONAL PERFORMANCE
OPERATIONAL PERFORMANCE
FINANCIAL PERFORMANCE
BUSINESS PROCESS IMPROVEMENT
TRANSIT
AVIATION
HIGHWAY
EDUCATION
GOVERNMENT
BUSINESS DIVERSITY
PROCUREMENT & CONTRACTS
EMPLOYMENT EQUITY
SAFETY & SECURITY
ASSET & RISK MANAGEMENT
HUMAN RESOURCES
INFRASTRUCTURE
FINANCIAL STEWARDSHIP
FOCUS AREAS
Our Performance Management Solutions
CSI manages system performance and aligning objectives to facilitate delivery of strategic and operational goals. Performance management includes activities which ensure that goals are consistently being met in an effective and efficient manner.
The Performance Review team conducts comprehensive and targeted reviews of an organization's financial and operational services and pro-grams. The review team produces reports that identify accomplish-ments, findings and recommendations based upon the analysis of data and onsite study of the organization's operations. The recommendations from the reviews are implemented locally by the operating administra-tion.
Performance Management Highlights
MARKETS
PERFORMANCE MANAGEMENT
District
Completed Review Area
Drafted Performance Reports (Public)
Desoto ISD -Educational Service Delivery -Transportation
Desoto ISD Performance Report
Dilley ISD -Business Services -Safety Management
Dilley ISD Performance Report
Completed Audit Tasks Drafted Performance Reports (Public)
Legislative Compliance – CSI Lead Reviewer
Legislative Compliance Report
Performance Indicators – CSI Support Reviewer
Performance Indicators Report
Transit Operations – CSI Support Reviewer
Transit Operations Report
Metropolitan Transit Authority of Harris County – [Texas] Houston Metro
Quadrennial State Performance Audit
State of Texas Legislative Budget Board – [State-wide] School Performance Reviews
CSI Other Performance Projects Service
James City County, VA Procurement Needs Assessment
Edwards Aquifer Authority, TX Procurement Policy & MBE Performance Review http://www.lbb.state.tx.us/Documents/Publications/School_Performance_Review/SPR/desoto/1883_DeSotoISD_SPR.pdf http://www.lbb.state.tx.us/Documents/Publications/School_Performance_Review/SPR/dilley/1885_Dilley_ISD_SPR.pdf https://www.ridemetro.org/MetroPDFs/FinancialAuditInformation/Audit/FY12-FY15-State-Performance-Audit-Task-1-CSI.pdf https://www.ridemetro.org/MetroPDFs/FinancialAuditInformation/Audit/FY12-FY15-State-Performance-Audit-Task-2.pdf https://www.ridemetro.org/MetroPDFs/FinancialAuditInformation/Audit/FY12-FY15-State-Performance-Audit-Task-3.pdf
Our Contract Compliance Solutions
Site Monitoring
Achievement Reporting Approach to Contract Compliance
Contract Compliance Services
Small Minority Women Disadvantaged Business Utilization/
Certification
Good Faith Effort/ Subcontractor Substitution/ Termination
Review
Prompt Payment/ Retainage/ Close-out Review
Certified Payroll/ Document Control/ Change Order Review
Milestone/ Progress Reporting
Construction Risk/ Contract Management
Database Tracking Systems
Onsite Monitoring/ Commercially Useful Function Review
Community Outreach/ Engagement/ Impact
EEO/ Workforce/ Prevailing Wage/ Labor Compliance
Certification Assistance
As compliance practitioners, auditors and trainers of federally-funded grantees, who else would you rather have monitoring your projects for compliance? We take a Project Life Cycle Manage-ment approach to our engagements. From the pre-bid meeting to contract close-out, CSI will be there every step of the way.
Our proactive strategies include conducting compliance assess-ments early on in the process for a seamless design and construc-tion phase roll-out. Whether participating as an owner representa-tive or as part of a construction management team, CSI will incor-porate its nationally recognized best practices acquired from top tier funded grantees.
PROJECT EXPERIENCE
SOUTH EASTERN PENNSYLVANIA TRANSIT AUTHORITY
MARKET STREET EL RECONSTRUCTION
PROJECT VALUE - $ 750 MILLION
AFFIRMATIVE ACTION CONSULTING SERVICES
Benjamin Sumpter served as project specialist on the engagement with SEPTA to provide monitoring of DBE and EEO achievements on its $750 million reconstruction of the Market Street Elevated line. In this position, he conducted field mon-itoring of over 50 DBE subcontractors, non-DBE contractors and employees, developed reporting mechanisms for accurate recording of achievements and ensured compliance with 49 CFR Part 26 and the US Department of Labor – Office of Feder-al Contract Compliance Programs requirements, as well as local regulations.
Scope of Work
Prepare Monthly, Annual and Final DBE and EEO Participation Reports
Track DBE/EEO Attainment using Database Compliance Software
Conduct Off-site Desk Audits and Site Monitoring to Document DBE/EEO Participation
Management/ Administrative Oversight and Provide Assistance Resolving Complaints and Disputes
Attend Progress Meetings to Report DBE/EEO goals and Recommend Corrective Actions
DBE Certification Support and Provide Technical Assistance to Prospective DBEs
Encourage Contractors to Seek Out and Employ Minorities, Females and Residents
Assist DBEs with Financing, Bonding, and Insurance Resources
Attend Community Meetings and Provide Reports on DBE/EEO Progress
Draft Articles for Newsletter and Newspapers
Prepare a Project Newsletter and Update Project Website
CORPUS CHRISTI REGIONAL TRANSIT AUTHORITY
HARBOR BRIDGE PROJECT
PROJECT VALUE - $ 1.5 BILLION
CERTIFICATION SUPPORT SERVICES
CSI Compliance provided on-call DBE Certification Support Services to CCRTA for firms seeking to participate on the Harbor Bridge Project. Flatiron/Dragados, LLC is the Design/Build firm selected by Texas DOT to complete the construction of the new Harbor Bridge. The project includes replacement of the existing Harbor Bridge and recon-struction of portions of US181, I-37 and the Crosstown Expressway in Corpus Christi, TX.
Scope of Work
Review new DBE applications for eligibility with 49 CFR Part 26
Makes group membership, size, social and economic disadvantaged determinations
Make ownership, control, NAICS code determinations
Discuss onsite review findings with CCRTA after CCRTA staff has conducted onsite visit or has received onsite report from home state for interstate certification requests
Draft detailed recommendation of eligibility for DBE certification
Draft denial of eligibility letter, as applicable
DALLAS FORT WORTH INTERNATIONAL AIRPORT
TEMINAL RENEWAL AND IMPROVEMENT PROGRAM
PROJECT VALUE - $ 2.7 BILLION
DBE COMPLIANCE MONITORING SERVICES
CSI Compliance provided on-call DBE Compliance Monitoring Services for DFW International Airport Terminal
Renewal and Improvement Program (TRIP). The project includes renovation of Terminals A, B and E, new terminal parking garages, plazas and parking control system, and a new DART station.
CSI conducted approximately 40 CUF reviews of DBEs participating in DFW’s Federal DBE program. The Design
Code & Construction Department manages the projects for the development program. CSI provided its consultants all the required safety equipment for on-site work at the project site. CSI worked closely with the DFW International
Airport Business Diversity & Development Department for any necessary clearances and certifications to provide consulting services. DFW is located halfway between the cities of Dallas and Fort Worth, Texas, DFW International
Airport is the world’s third busiest, offering nearly 1,750 flights per day and serving 63 million passengers a year.
DFW provides non-stop service to 204 domestic and international destinations worldwide.
Scope of Work
Review participation achievement utilizing B2G Now compliance management software
Conduct on-site commercially useful function reviews
Review prime, subcontractor and joint venture agreements for compliance with DBE regulations
Provide site visit documentation and draft findings and recommendations
Contract Service Innovations, LLC
AUSTIN CORPORATE OFFICE:
2261 Gattis School Rd, Ste. 255, Round Rock, TX 78664
512-501-5455 Phone www.csi-compliance.com
Our Training Clients
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