250036_PP-APPROVED.pdf

Revised: 05/09/2018

INTEROFFICE MEMO

November 20, 2025

To: Ryan Armstrong, Department Manager, OCTA Marketing and

Customer Engagement

From: Michael Cardozo, Contract Administrator, CAMM

Subject: PROCUREMENT PLAN - RFP 250036, “OC STREETCAR

RIDERSHIP MARKETING AND CUSTOMER

COMMUNICATIONS PROGRAM”

Please review the procurement plan for the subject RFP and advise your concurrence with the evaluation criteria and contract elements. Include suggested evaluation team members and/or comments.

Procurement Type: RFP IFB

Justification:

A Request for Proposals (RFP) procurement type is applicable because there are multiple factors for selection to be considered beyond cost.

Evaluation Criteria:

PROPOSAL WEIGHT

Qualifications of the Firm 30% Staffing/Project Organization 20% Work Plan 25% Cost 25% Justification: The standard 25 percent for each criterion was not used for this procurement. Qualifications of the firm is weighted at 30 percent to ensure firms have prior experience performing similar services. Work plan and project organization and cost are weighted at 25 percent each as the firm must demonstrate it has the understanding associated with this project in order to complete the tasks required under the scope of work and that rates remain competitive, so OCTA receives value for the services provided.

Staffing/Project Organization is weighted at 20 percent demonstrate it has the requisite personnel for this project.

Procurement Plan, RFP 250036

Contract Type: Time & Expense CTO-Based Firm Fixed Price

Justification: (Explain the rationale for using the particular contract type):

The contract type is time-and-expense because firms are requested to propose hourly rates for the services specified in the Scope of Work. The RFP does not have a specific Scope of Work detailing individual tasks. Therefore, a firm-fixed price contract cannot be used.

Retention: Yes No N/A

Prevailing Wages: Yes $ No N/A

Liquidated Damages: Yes $ No N/A

Procurement Schedule: Attached

Suggested Evaluation Team Members:

Internal Evaluators:

Ryan Armstrong, Department Manager, OCTA Marketing and Customer Engagement

Tresa Oliveri, Principal Community Relations Specialist, Public Outreach

Kelly Hart, Director, Operations

Contract Term: Two (2)-year initial term, with one two (2)-year Option term

Funding Source: Local Measure M FTA FHWA

Dollar Amount: Initial Term $200,000.00 Option Term $250,000.00

Independent Cost Estimate Received: Yes No

Requisition Received: Yes Req. R000728

DBE Goal: Yes No

Procurement Plan, RFP 250036

Project Manager Concurrence:

Ryan Armstrong, Department Manager, OCTA Marketing and Customer Engagement Date

CAMM Section/Department Manager Concurrence:

Iris Deneau, Section Manager, Procurement Date

11/20/25