250036_PP_idedits.docx

DOCX document 47 KB Posted

Attached to
OC Streetcar Ridership Marketing and Customer Communications Program
Solicitation number
250036
Issued by
Orange County, California

About this file

This is a project description document for the Orange County Transportation Authority (OCTA) in California regarding the OC Streetcar Ridership Marketing and Customer Communications Program. The document outlines the scope of work for qualified consultants to develop and implement a comprehensive marketing and customer communications strategy designed to drive ridership and awareness for the OC Streetcar service. The project encompasses a two-year initial contract term with a total budget allocation of $200,000. The scope includes developing marketing materials, customer communication strategies, ridership promotion campaigns, and related deliverables to support the OC Streetcar's operational success and market penetration within Orange County.

The pricing structure allocates $200,000 across the two-year initial contract period, with potential for renewal options or extensions to be negotiated based on performance and available funding. The project is funded through OCTA's transportation authority budget and is intended to establish baseline marketing and communications programs during the initial term. This engagement represents OCTA's commitment to building customer awareness and increasing ridership through professional marketing and communications expertise, with deliverables and performance metrics to be defined through the consultant selection and contracting process.

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Other files

File Type Posted
OC_Streetcar_Ridership_Marketing_and_Customer_Communications_Program_(Addendum_#3_Revision).pdf PDF
250036_PS.doc DOC document
250036_Agreement_Exhibit_C.pdf PDF
250036_ICE.pdf PDF
250036_SOW_Exhibit_A.pdf PDF
250036_R000728_GMEDITS.pdf PDF
250036_ICE_GMEDITS.pdf PDF
250036_SOW_Exhibit_A_GMEDITS.pdf PDF
250036_Agreement_Exhibit_C_GMEDITS.pdf PDF
250036_PP-APPROVED.pdf PDF
RFP_250036_Price_Summary_Sheet_Exhbit_B.pdf PDF
RFP_250036_Public_Notice.doc DOC document
250036_PP.docx DOCX document
250036_SOWV_idedit.docx DOCX document
250036_PS_idedits.doc DOC document
250036_ICE_idedits.pdf PDF
[E]_250036_Agreement_Exhibit_C_ATTACHMENT_A_idedits.docx DOCX document
[C]_250036_Agreement_Exhibit_C_idedits.docx DOCX document
[B]_RFP_250036_Price_Summary_Sheet_Exhbit_B_idedits.docx DOCX document
[A]_250036_SOW_Exhibit_A_idedits.docx DOCX document
RFP-250036-2025-11-10-14-54-47_idedits.docx DOCX document
250036_R000728.pdf PDF
RFP_250036_Safety_Specifications_Exhibit_D.pdf PDF
RFP_250036_Insurance_Indemnification_Memo.docx DOCX document
250036_FORM_700.pdf PDF
250036_SOWV.docx DOCX document
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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 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, COOOperations

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 Comment by Iris Deneau: Add the dollar amount for the option term

Does the initial and option term amounts exceed $500k?

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 EngagementDate

CAMM Section/Department Manager Concurrence:

_______________________________________________________
Iris Deneau, Section Manager, ProcurementDate

Revised: 05/09/2018 Revised: 05/09/2018 image1.png

File details come from the government source that posted it. Updated .