250132_SOWV.pdf
PDF 241 KB Posted
- Attached to
- HVAC Services and Repairs
- Solicitation number
- 250132
- Issued by
- Orange County, California
About this file
This Scope of Work Verification form pertains to Heating, Ventilation, and Air Conditioning (HVAC) preventative maintenance and repair services for the Orange County Transportation Authority (OCTA) in California. The project, identified as Requisition No. R000555, establishes the framework for soliciting qualified contractor bids to provide these essential services. The contract is structured as a two-year term engagement, with the scope explicitly defining all characteristics, specific tasks, and functions required to meet the Authority's HVAC service needs.
The contract carries a total budget of $490,000 over the two-year period and is designated as a prevailing wage contract, indicating that wage and benefit requirements complying with prevailing wage standards apply. The Scope of Work Verification form certifies that the attached specifications were independently prepared to invite fair competition and do not restrict bidding to specific vendors or brand products, or alternatively, that any brand name references included are accompanied by clear identification of salient characteristics to allow evaluation of equivalent alternatives. The form was verified by the Maintenance Department on July 11, 2025, and requires signature certification by both the Project Manager and appropriate department management to ensure compliance with Federal Transit Administration regulations and procurement best practices.
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Text version
SCOPE OF WORK VERIFICATION
This Form Must Be Submitted with Scope of Work (SOW)
FA-CAMM-071.docm (05/16/16) Page 1 of 1
The following general rules shall apply when preparing scopes of work and specifications:
a) Provide a clear and concise Scope of Work (SOW) and not impose unreasonable requirements.
b) Specifications and Scopes of Work shall identify all characteristics and specific tasks and functions of the items or services to be procured, and meet the Authority’s requirements.
c) Whenever possible, the expected quality of services to be provided or the performance characteristics of the item shall be specified.
d) The requestor shall identify all optional items, and the solicitation documents shall set forth the expected needs and the manner in which the related bid prices will be considered.
e) Brand name specifications must be accompanied by an explanation that clearly indicates that the specification is not intended to be restrictive.
f) The salient characteristics represented by the brand names shall be identified to allow for evaluation of possible “or equal” material.
g) Because standard specifications and requirements allow for more efficient operations and result in lower prices, they shall be used wherever suitable.
h) Industry, federal, state and local government specifications and requirements can be used.
Consultants are prohibited from writing the Scope of Work or assisting in the development or writing the Scope of Work in which they may bid.
INSTRUCTIONS
Project Managers (PM) must select one of the following certifications and submit this form with the scope of work/specifications. This form must be signed by the Project Manager and one of the following: the PM’s Department Manager or Director or Executive Director.
Project Description: HVAC Preventive Maint. and Repair Services Requisition No: R000555 o I certify that the attached SOW/specifications was independently prepared to invite competition;
does not include reference to a brand name, or include unreasonable restrictions or an intent to favor any specific vendor or brand product.
OR
o The SOW/specifications prepared includes a “brand name or equal” description because it was determined to be “impractical or uneconomical” (as referenced in FTA Circular 4220.1F -revised March 18, 2013) to write a clear and accurate description of the technical requirements of the goods or services to be acquired. However, the specific features or salient characteristics of the named brand which must be met by offerors of “an equal” proposal have been clearly stated, as required by Federal Transit Administration regulations. (FTA Circular 4220.1F – revised March 18, 2013)
Project Manager Signature Dept. Manager/Director/Executive Director Signature
Maintenance 7/11/2025 Department Date
X
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