250036_PP.docx
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- Solicitation number
- 250036
- Issued by
- Orange County, California
About this file
This is a Procurement Plan memorandum from the Orange County Transportation Authority (OCTA) for RFP 250036, the OC Streetcar Ridership Marketing and Customer Communications Program. The procurement seeks qualified consultants to provide marketing and customer communications services for the OC Streetcar project. The contract term is two years with one optional two-year renewal period. The initial term budget is $200,000, with the option term budgeted at $250,000. No specific response deadline, due date, site visit, or bidder's conference information is detailed in this procurement plan document.
The contract will be awarded on a time-and-expense basis with hourly rates proposed by firms for the specified services. Evaluation will be based on four weighted criteria: Qualifications of the Firm (30%), Work Plan (25%), Cost (25%), and Staffing/Project Organization (20%). Funding will be provided through Federal Transit Administration (FTA) sources. No prevailing wage requirements, liquidated damages provisions, DBE goals, or retention clauses apply to this procurement. An independent cost estimate has been received, and requisition R000728 has been approved. The internal evaluation team includes Ryan Armstrong (Department Manager, OCTA Marketing and Customer Engagement), Tresa Oliveri (Principal Community Relations Specialist, Public Outreach), and Kelly Hart (Director, Operations).
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Text version
INTEROFFICE MEMO
Procurement Plan, RFP 250015
October 13, 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: |X| 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.
Contract Type: |X| 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 |
| |X| No |
| |_| N/A |
| Prevailing Wages: |
| |_| Yes |
| $ |
| |_| No |
| |X| N/A |
| Liquidated Damages: |
| |_| Yes |
| $ |
| |_| No |
| |X| N/A |
Procurement Schedule: |X| 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 term, with one two (2)-year Option term
Funding Source: |_| Local |_| Measure M |X| FTA |_| FHWA
Dollar Amount: |X| Initial Term $200,000.00 Option Term $250,000.00
Independent Cost Estimate Received: |X| Yes |_| No
Requisition Received: |X| Yes Req. R000728
DBE Goal: |_| Yes |X| No
Project Manager Concurrence:
| _________________________________________ | ______________ | |
| Ryan Armstrong, Department Manager, OCTA Marketing and Customer Engagement | Date |
CAMM Section/Department Manager Concurrence:
| _________________________________________ | ______________ | |
| Iris Deneau, Section Manager, Procurement | Date |
Revised: 05/09/2018 Revised: 05/09/2018 image1.png
File details come from the government source that posted it. Updated .