260469_Safety_Review.pdf
PDF 440 KB Posted
- Solicitation number
- 260469
- Issued by
- Orange County, California
About this file
This file is an internal email chain from the Orange County Transportation Authority (OCTA) Contracts Administration and Materials Management department regarding the resubmission and procurement process for Request for Proposal (RFP) R001064 for Towing and Recovery Services. The procurement seeks qualified contractors to provide towing and recovery services with a budget of $435,000 for a three-year term. The requisition was initially rejected on February 17, 2026, and subsequently resubmitted to meet the February 20, 2026 deadline for procurements over $100,000. The scope of work for this procurement remained largely consistent with the previous agreement, though the department confirmed that the safety specifications would remain at Level 2. No pre-proposal conference was deemed necessary, as the scope was determined to be clearly defined with clarifications to be addressed through a written question-and-answer process.
The contract will be structured as Time & Expense (Hourly/Daily rates with a not-to-exceed amount) rather than firm fixed price. Funding for this procurement is derived from Local sources. The evaluation committee consists of three members: Casey Gladding (Section Manager II, Maintenance Resource Management), Jason Morris (Section Manager II, Maintenance Santa Ana Administrator), and Kevin Levan (Section Manager II, Maintenance-Specialty Shops Administrator), with Christine Herrera noted as a potential fourth member pending confirmation of conflict-of-interest protocols. The proposed evaluation criteria weights are as follows: Qualifications of the Firm (30%), Staffing/Project Organization (20%), Work Plan (25%), and Cost (25%), with cost meeting the mandatory 25% minimum requirement per CAMM regulations. The justification for this weighting structure prioritizes experience and reliability to reduce risk and service disruption given the safety-sensitive and operational nature of towing and recovery services.
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From: Erik Earnest To: Trevor Worthy Subject: Re: Request to Reenter REQ and Buyer Assignment Confirmation - R001064 Towing & Recovery Services Date: Tuesday, March 10, 2026 7:11:23 AM Attachments: image001.png
Yes level 2
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From: Trevor Worthy <tworthy@octa.net> Sent: Tuesday, March 10, 2026 7:08:54 AM To: Erik Earnest <eearnest@octa.net> Subject: FW: Request to Reenter REQ and Buyer Assignment Confirmation - R001064 Towing & Recovery Services
Hello Erik, Attached is a scope of work for towing and recovery services. Previously, the procurement was assigned Level 2 Safety Specifications.
Are you able to confirm the work will remain at level 2? Thanks!
Trevor Worthy Senior Contract Administrator Contracts Administration and Materials Management Orange County Transportation Authority ( 714.560.5694 550 South Main Street | PO Box 14184 | Orange, CA 92863-1584
From: Christine Herrera <cherrera@octa.net> Sent: Monday, March 9, 2026 1:05 PM To: Trevor Worthy <tworthy@octa.net> Cc: Gretchen Burrow <gburrow@octa.net> Subject: RE: Request to Reenter REQ and Buyer Assignment Confirmation - R001064 Towing & Recovery Services
Hi Trevor, That is a great question, especially since the scope has changed slightly.
I recommend obtaining confirmation directly from Safety. Please contact Erik Earnest at eearnest@octa.net to confirm whether the agreement should remain at Level 2 or be adjusted.
Thank you, CHRISTINE HERRERA mailto:eearnest@octa.net mailto:tworthy@octa.net https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Faka.ms%2Fo0ukef&data=05%7C02%7Ctworthy%40octa.net%7Ca722a82836124714a2c708de7eaee640%7C1e952f6cc8fc4e38b476ab4dd5449420%7C0%7C0%7C639087486822056645%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=hX1kxGtyZkR9mKuOC7jp1YBvT%2FOasShWuhvk5LesbuM%3D&reserved=0 mailto:eearnest@octa.net
Contracts Analyst , Maintenance Resource Management Orange County Transportation Authority Phone 714-560-5485 Email cherrera@octa.net
Sent: Friday, March 6, 2026 12:50 PM To: Christine Herrera <cherrera@octa.net> Cc: Gretchen Burrow <gburrow@octa.net>
Hi Christine, Attached are the safety specifications for the previous agreement. Can the current agreement remain at Level 2, or should it be up/downgraded?
Please Advise, Trevor Worthy Senior Contract Administrator Contracts Administration and Materials Management Orange County Transportation Authority
From: Trevor Worthy Sent: Monday, March 2, 2026 8:33 AM To: Christine Herrera <cherrera@octa.net>
You are correct. I have confirmed that you and Casey cannot be on the same evaluation panel.
From: Christine Herrera <cherrera@octa.net> Sent: Friday, February 27, 2026 4:10 PM To: Trevor Worthy <tworthy@octa.net> Cc: Joe Nakaishi <Jnakaishi@octa.net> https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.octa.net%2F&data=05%7C02%7Ctworthy%40octa.net%7Ca722a82836124714a2c708de7eaee640%7C1e952f6cc8fc4e38b476ab4dd5449420%7C0%7C0%7C639087486822097372%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=1ubj33MOlrs8H9P33fOVB64Qb23mktrvlfwE4Ic51RY%3D&reserved=0 mailto:rrojas1@octa.net mailto:tworthy@octa.net mailto:cherrera@octa.net mailto:gburrow@octa.net mailto:cherrera@octa.net mailto:cherrera@octa.net mailto:Jnakaishi@octa.net
I do not think I could be if Casey is because he is my direct supervisor – If you can confirm that for me.
For a 5th person, if I can’t, I would recommend Joe Nakaishi, Section Manager II, Maintenance Garden Grove
Orange County Transportation Authority
Sent: Friday, February 27, 2026 1:48 PM To: Christine Herrera <cherrera@octa.net>
Thanks, Christine. Will you be a member of the evaluation committee?
Sent: Wednesday, February 25, 2026 5:14 PM To: Trevor Worthy <tworthy@octa.net>
Hello Trevor, Please review my responses below and provide confirmation or feedback.
1. Is the funding source Local, Measure M, or Federal? Local
2. Who are the tentative evaluation committee members (name, title, and department)?
Please ensure there are at least three, and everyone has completed the mandatory training.
Casey Gladding, Section Manager II ,Maintenance Resource Management (scheduled for 3/5/2026 training) Jason Morris, Section Manager II, Maintenance Santa Ana Administrator (training completed) https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.octa.net%2F&data=05%7C02%7Ctworthy%40octa.net%7Ca722a82836124714a2c708de7eaee640%7C1e952f6cc8fc4e38b476ab4dd5449420%7C0%7C0%7C639087486822120183%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=FkMoJzAzJRAW79FJSKEkbAqW8acazcF3m8fKtnKnwbE%3D&reserved=0 mailto:tworthy@octa.net mailto:cherrera@octa.net mailto:cherrera@octa.net
Kevin Levan, Section Manager II, Maintenance-Specialty Shops Administrator (scheduled for 3/5/2026 training)
If the training schedule is not acceptable, I will supply 2 alternates
3. Please complete the table below to propose evaluation criteria and weights for this RFP. Per CAMM requirements, Cost must be weighted at a minimum of twenty-five percent (25%) of the total evaluation score. The total of all criteria must equal 100%.
PROPOSAL
WEIGHT (%)
Qualifications of the Firm 30% Staffing / Project Organization 20% Work Plan 25% Cost (minimum 25%) 25%
Justification for proposed evaluation criteria and weighting:
The criteria are structured to select a contractor that can safely and reliably support OCTA’s towing and recovery needs. Greater weight is placed on qualifications and work plan to ensure demonstrated experience, proper equipment, and effective response procedures. Staffing is weighted to evaluate coverage and operator capability. Cost is weighted at 25% in accordance with requirements; however, due to the safety-sensitive and operational nature of these services, experience and reliability are prioritized to reduce risk and service disruption.
4. Is the contract time & expense, CTO-based, or firm fixed price? Time & Expense (Hourly/Daily rates with a not-to-exceed amount)
5. Is a pre-proposal conference necessary for this procurement? If yes, please provide justification based on project complexity and/or the need to clarify requirements. No.
The scope is clearly defined, and any clarifications can be addressed through the written Q&A process.
Orange County Transportation Authority https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.octa.net%2F&data=05%7C02%7Ctworthy%40octa.net%7Ca722a82836124714a2c708de7eaee640%7C1e952f6cc8fc4e38b476ab4dd5449420%7C0%7C0%7C639087486822139816%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=s2DmjfGpcqohBcbALfydyw0%2FkP2jwHquaycslPVE2U0%3D&reserved=0
Sent: Wednesday, February 25, 2026 1:14 PM To: Christine Herrera <cherrera@octa.net>
Thank you, Christine. Per the previous agreement, I will proceed with an RFP.
1. Is the funding source Local, Measure M, or Federal?
2. Who are the tentative evaluation committee members (name, title, and department)?
Please ensure there are at least three, and everyone has completed the mandatory training.
3. Please complete the table below to propose evaluation criteria and weights for this RFP. Per CAMM requirements, Cost must be weighted at a minimum of twenty-five percent (25%) of the total evaluation score. The total of all criteria must equal 100%.
PROPOSAL
WEIGHT (%)
Qualifications of the Firm Staffing / Project Organization Work Plan Cost (minimum 25%) 25%
Justification for proposed evaluation criteria and weighting:
4. Is the contract time & expense, CTO-based, or firm fixed price?
5. Is a pre-proposal conference necessary for this procurement? If yes, please provide justification based on project complexity and/or the need to clarify requirements.
Trevor Worthy Senior Contract Administrator Contracts Administration and Materials Management Orange County Transportation Authority
Sent: Tuesday, February 24, 2026 11:45 AM To: Trevor Worthy <tworthy@octa.net>
Cc: Georgia Martinez <gmartinez@octa.net>
Hello Trevor, Attached please find the supporting documents for this procurement
Orange County Transportation Authority
Sent: Monday, February 23, 2026 12:56 PM To: Christine Herrera <cherrera@octa.net> Cc: Georgia Martinez <gmartinez@octa.net>
Please forward the supporting documents (SOW, SOWV, and ICE) for the towing & recovery services requisition.
Thank You, Trevor Worthy Senior Contract Administrator Contracts Administration and Materials Management Orange County Transportation Authority
From: Nancy White <nwhite@octa.net> Sent: Thursday, February 19, 2026 12:41 PM To: Georgia Martinez <gmartinez@octa.net>; Christine Herrera <cherrera@octa.net> mailto:gmartinez@octa.net https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.octa.net%2F&data=05%7C02%7Ctworthy%40octa.net%7Ca722a82836124714a2c708de7eaee640%7C1e952f6cc8fc4e38b476ab4dd5449420%7C0%7C0%7C639087486822166239%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=89bpVCUAL%2Fl8l9h6uKt8F0pgLyPcF5%2B3x3VMuXeSEhc%3D&reserved=0 mailto:rrojas1@octa.net mailto:tworthy@octa.net mailto:cherrera@octa.net mailto:gmartinez@octa.net mailto:nwhite@octa.net
Cc: Trevor Worthy <tworthy@octa.net>
Ok, thanks Georgia for the info.
Well do our best.
Nancy White Business Unit Analyst Sr.
(714) 560-5917
From: Georgia Martinez <gmartinez@octa.net> Sent: Thursday, February 19, 2026 12:39 PM To: Nancy White <nwhite@octa.net>; Christine Herrera <cherrera@octa.net> Cc: Trevor Worthy <tworthy@octa.net>
Hi Nancy, Yes, thanks for the commentary. We were hoping to have had all the supporting documents before the deadline. The memo is clear in regards to both docs and reqs being submitted in order to be considered meeting the deadline. CAMM staff can’t start on processing until we have everything. Again, not meaning to pick on your department at all.
It’s just for some reason this year, many departments are falling very behind on providing supporting documentation to CAMM so we’re at a pivotal point now that we won’t be able to complete all of the year end and 7/1 procurement actions.
Georgia
From: Nancy White <nwhite@octa.net> Sent: Thursday, February 19, 2026 12:10 PM To: Georgia Martinez <gmartinez@octa.net>; Christine Herrera <cherrera@octa.net> Cc: Trevor Worthy <tworthy@octa.net> mailto:nwhite@octa.net mailto:cherrera@octa.net mailto:tworthy@octa.net mailto:nwhite@octa.net mailto:gmartinez@octa.net
This requisition was approved by budget back in December 12/18/25.- I just wanted to add this to the mix of the conversation.
Nancy White Business Unit Analyst Sr.
(714) 560-5917
From: Georgia Martinez <gmartinez@octa.net> Sent: Thursday, February 19, 2026 11:59 AM To: Christine Herrera <cherrera@octa.net>; Nancy White <nwhite@octa.net> Cc: Trevor Worthy <tworthy@octa.net>
The deadline for submitting reqs (and supporting docs) for RFPs and IFBs over $100K and up to $1MM was Feb 2nd. This procurement is for $435K so the deadline was 2/2, not 2/20.
The 2/20 deadline is for procurements $100K or less. That said, I will discuss Trevor’s availability to complete this procurement by 6/1 and get back to you. The rest of the team already has their respective procurements which they’re working on for year end and 7/1.
For your ease of reference, here is the link to the Year End Deadlines memo that was released on November 24, 2025. Year-End-Requisition-Deadlines-for-FY-2025-26
Thank you, Georgia Martinez Department Manager, Contracts and Procurement Contracts Administration and Materials Management Orange County Transportation Authority ( 714.560.5605 | 7 714.560.5792 mailto:nwhite@octa.net mailto:tworthy@octa.net https://octa.sharepoint.com/sites/intranet-financeadmin-camm/SiteAssets/Forms/AllItems.aspx?id=%2fsites%2fintranet-financeadmin-camm%2fSiteAssets%2fSitePages%2fHome%2fYear-End-Requisition-Deadlines-for-FY-2025-26.pdf&parent=%2fsites%2fintranet-financeadmin-camm%2fSiteAssets%2fSitePages%2fHome&xsdata=MDV8MDJ8dHdvcnRoeUBvY3RhLm5ldHxhNzIyYTgyODM2MTI0NzE0YTJjNzA4ZGU3ZWFlZTY0MHwxZTk1MmY2Y2M4ZmM0ZTM4YjQ3NmFiNGRkNTQ0OTQyMHwwfDB8NjM5MDg3NDg2ODIyMTk0Njk1fFVua25vd258VFdGcGJHWnNiM2Q4ZXlKRmJYQjBlVTFoY0draU9uUnlkV1VzSWxZaU9pSXdMakF1TURBd01DSXNJbEFpT2lKWGFXNHpNaUlzSWtGT0lqb2lUV0ZwYkNJc0lsZFVJam95ZlE9PXwwfHx8&sdata=RkhuWTkrOG9UZXIwSFBROVIvZUFDWWRaNkp2YWFlRVdVd1F4YlhRTElCND0%3d
Sent: Thursday, February 19, 2026 11:48 AM To: Nancy White <nwhite@octa.net>; Georgia Martinez <gmartinez@octa.net> Cc: Trevor Worthy <tworthy@octa.net> Subject: Request to Reenter REQ and Buyer Assignment Confirmation - R001064 Towing & Recovery
Importance: High
Hi Nancy and Georgia, R001064 for Towing and Recovery Services was rejected on 2/17. I have received all required documents, and they are ready for resubmittal in time for 2/20 deadline.
Nancy, please reenter the REQ at your earliest convenience.
Georgia, could you please confirm whether this requisition will be reassigned to Trevor, or if a different buyer will be assigned? I want to ensure the documentation is routed appropriately upon resubmission.
Trevor is copied here for visibility.
Thank you both for your assistance.
Best Regards, Orange County Transportation Authority mailto:nwhite@octa.net mailto:tworthy@octa.net https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.octa.net%2F&data=05%7C02%7Ctworthy%40octa.net%7Ca722a82836124714a2c708de7eaee640%7C1e952f6cc8fc4e38b476ab4dd5449420%7C0%7C0%7C639087486822213369%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=UEKrSVPqTqf0oReBx0XfXxDMrmg%2BNyTjXuKUWuUCwrE%3D&reserved=0
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