[A]_C250131_Exhibit_A_SOW_idedits.docx

RFP 250131

EXHIBIT A

Los Angeles 2028 Olympics – Transportation Service Plan and Capital Needs Assessment Scope of Work

The Orange County Transportation Authority (OCTA) is undertaking a strategic initiative to develop a comprehensive transportation framework, service plan, and capital needs assessment in preparation for the 2028 Summer Olympic and Paralympic Games in Los Angeles (LA28). With Olympic venues such as the Honda Center in the City of Anaheim and Trestles Beach in nearby City of San Clemente expected to host major events, OCTA plays a critical role in ensuring regional mobility, accessibility, and operational continuity during the Games. Comment by Iris Deneau: The Olympics was abbreviated to LA28 above but is referred to as “the Games” here and in other areas, as well as “Olympics.” Update to LA28 for consistency This initiative contains five (5) major services, including a transportation framework document, a Games-specific service plan, a capital infrastructure needs plan, stakeholder coordination, and a comprehensive budget and funding roadmap.

This is a time and materials contract. We OCTA expects the planning effort to be dynamic and fluid given the unknown and changing nature of the events.

Key objectives of the plan include:

· Service Integration with other major regional transit providers such as (LA Metro), Long Beach Transit, and Metrolink Comment by Iris Deneau: Spell out at first mention

· Ridership Modeling and Route Optimization to accommodate increased demand

· Capital Investment Planning for transit centers, park-and-rides, and other critical infrastructure

· Public engagement and coordinated marketing to promote Olympic LA28 transit options Through early planning and interagency coordination, OCTA will be positioned to support Orange County’s LA28 mobility goals while protecting the integrity of its core services. The outputs of this project are intended to contribute directly to LA28’s broader transportation vision and strategy to inform the Games Transportation Operations Plan being developed by LA Metro.

Scope of Services

1. Service: Project Management A. Consultant Team Management

i. The Consultant Project Manager (CPM) shall be the primary point of contact with OCTA’s pProject mManager (PM); and shall manage all communication correspondence with OCTA on a day-to-day basis.

ii. The CPM shall ensure that services are high-quality and completed on time.

iii. The CPM shall check in with OCTA’s PM every week, unless otherwise determined, to report study progress, review completed services, and brainstorm opportunities and issues.

B. Project Schedule, Invoicing, and Progress Monitoring

i. The CPM shall prepare and submit a Project Schedule that will be maintained throughout the contract to reflect status and anticipated changes.

· The Project Schedule should indicate, at minimum, major milestones, meetings, data acquisition/development lead times, critical path items, and deliverable review/refinement lead times.

ii. The CPM is responsible for tracking expended and available budget and for ensuring cost containment.

iii. The CPM shall prepare and submit monthly invoices and monthly progress reports summarizing work completed for the invoice period and any potential issues that could impact schedule or budget.

C. Project Kick-Off Meeting

i. The CPM shall coordinate with the OCTA PM to conduct a kick-off meeting with OCTA staff to discuss procedures and project expectations including invoicing, progress reports, and all other relevant project information.

ii. Meeting materials shall be provided to the OCTA PM prior to the kick-off meeting with adequate time for review and edits.

iii. Action minutes shall be provided to the OCTA PM within three (3) business days following the kick-off meeting.

D. Project Team Coordination

i. The CPM shall coordinate with the OCTA PM to conduct project team meetings, ensuring good communication with the project team on project status and development and review of completed requirements. The project team will consist of OCTA staff (long range planning, traffic modeling, transit planning, GIS, operations, and other departments as needed).

· Meeting materials to be provided to OCTA PM prior to distribution to the project team members, allowing adequate time for review and edits.

· Action minutes shall be provided to the project team within three (3) business days of a project team meeting.

· Meetings will be conducted monthly, unless otherwise agreed upon.

· If these meetings are conducted virtually, the Consultant shall use Microsoft Teams or another agreed upon virtual meeting platform.

E. Stakeholder Coordination

i. The CPM shall coordinate with OCTA PM to establish a stakeholder group and coordination plan. The stakeholder group may involve local agencies, the County of Orange, (Caltrans), elected officials, and/or other relevant advisory review committees. In consultation with the OCTA PM, the Consultant shall develop a Stakeholder Coordination Plan. Comment by Iris Deneau: Spell out at first mention

ii. The stakeholder coordination process may include, but is not limited to, conducting interviews, surveys, and/or meetings. The OCTA PM will facilitate meetings for stakeholders. The Consultant is expected to provide technical support to the OCTA team by attending and participating in events or meetings and preparing technical materials.

· The CPM shall not contact or distribute materials to stakeholders without consent from the OCTA PM.

iii. The stakeholder group and coordination plan may be refined as the project progresses.

iv. If these meetings are conducted virtually, the Consultant shall use Microsoft Teams or another agreed upon virtual meeting platform.

F. Project Reports, Requirements, and Data

i. Technical memoranda shall provide a detailed description of the methodologies, assumptions, justifications, findings, and other information relevant to the study.

ii. The CPM is responsible for distributing drafts of reports and project requirements to the project team with ample time for review and comment prior to finalizing any materials.

iii. The CPM shall not distribute materials to the project team without consent from the OCTA PM.

iv. The CPM shall provide OCTA with a minimum two (2)-week review period for draft reports and project requirements. The CPM shall also provide a comment tracking sheet to compile OCTA’s comments by date and the name of the commenter, and the Consultant’s responses to each comment for draft reports and project requirements.

v. Reports and project requirements are not to be considered final until approved by the OCTA PM.

vi. All data, maps, and other materials developed as part of this study shall be provided to OCTA in formats that are compatible with OCTA’s software and systems.

Requirements

Project Schedule, Monthly Invoicing, Progress Reports, Project Team Meeting Materials and Notes, Stakeholder Coordination Meetings and Materials, Stakeholder Coordination Plan

2. Service: Needs Assessment & Strategic Framework Establish the foundational strategy and planning context for Olympic-related transit services.

A. Transit System Needs Assessment

i. Evaluate OCTA’s current bus and transit services, resources (drivers, vehicles, security capabilities), ridership patterns, and demographic trends.

ii. Assess proximity to LA28 venues (notably Honda Center and Trestles Beach), travel demand forecasts, and transportation challenges.

B. Goals, Objectives & Performance Criteria

i. Define measurable goals and priorities (e.g., service reliability, accessibility, demand responsiveness, emergency response) to guide service planning efforts.

C. Stakeholder Mapping

i. Identify and document all key stakeholders: local governments, LA28 Organizing Committee, LA Metro, Metrolink, Caltrans, Long Beach Transit, etc.

ii. Map responsibilities, coordination touchpoints, and timelines.

D. Transportation Strategy Framework

i. Develop a guiding framework for Games-time transit operations.

ii. Include policy direction, constraints, coordination models, and a roadmap for service planning and infrastructure development.

Requirements

Transportation Framework Report to establish the foundational strategy and planning context for Olympic-related transit services. Contents include:

· Summary of needs assessment and resource constraints

· Defined project goals, priorities, and key planning assumptions

· Stakeholder roles and coordination framework

· Overview of multimodal strategy and service planning approach

3. Service: Comprehensive Draft and Final Service Plan Development Provide a detailed operational plan for OCTA services during LA28 Olympic Games.

A. Multimodal Integration Strategy

i. Identify major transportation hubs (stations, Park-and-Rides, campuses, hotels) and assess multimodal connectivity potential.

ii. Evaluate integration with other regional operators’ Olympic transit plans and identify overlap or partnership opportunities.

iii. Develop a strategy for venue accessibility for various transportation modes (bicycling, rail service, bus service, paratransit service, personal automobile, etc.).

iv. Ensure Comprehensive Service Plan adheres to Americans with Disabilities Act (ADA) regulations.

B. Identify Security Perimeters

i. Work with relevant jurisdictions to determine the established security perimeters around each venue, public access points, and constraints.

ii. Propose security needs at transportation hubs/venue pick up points and estimated costs.

C. Route & Schedule Optimization

i. Identify strategic high value corridors based on ridership potential, multimodal integration, regional connectivity, and venue support.

ii. Propose adjustments to existing routes, new temporary routes, frequency enhancements, or detour plans tailored to Olympic event schedules.

iii. Model passenger demand between Orange County and Olympic venues using input from LA28 and partner agencies.

iv. Optimize operations to minimize travel time, vehicle requirements, and driver needs—ensuring resource balance with regular services.

D. Service Simulation, Resource Modeling & Budgeting

i. Conduct simulation-based validation of proposed plans.

ii. Perform test runs and internal reviews (OCTA responsibility) to determine the feasibility of proposed plans, and make refinements to draft service plans, as necessary (Consultant responsibility).

iii. Forecast operational resource needs (e.g., revenue vehicle hours, coach operators, support staff).

iv. Build a preliminary operating budget considering funding sources and potential cost-sharing agreements.

E. Staffing Plan

i. Develop staffing strategies for operations, dispatch, customer service, supervision, and contingency management.

Requirements

Comprehensive Draft and Final Service Plan Document that provides a detailed operational plan for OCTA services during LA28 Olympic Games. Contents Include:

· Proposed Olympic bus routes and modifications to existing OC Bus services

· Mode integration strategies and coordination with regional partners

· Projected ridership demand by corridor and venue

· Service schedules (frequency, span of service, days of operation)

· Coordination with OCTA on test runs and service plan refinements

· Resource modeling (vehicles, drivers, support staff)

· Operational constraints and mitigation measures

4. Service: Infrastructure & Capital Needs Assessment Identify facility and infrastructure upgrades to support the Olympic service plan.

A. Physical Infrastructure Evaluation

i. Review condition and capacity of existing infrastructure (transit centers, bus stops, Park-and-Rides, bus malls, etc.) in relation to the Comprehensive Service Plan and LA28/LA Metro venue approach plans.

ii. Identify gaps or deficiencies affecting Games-time service and operations.

iii. Evaluate improvements needed to support the Multimodal Integration Strategy and Route & Schedule Optimization plans.

B. Capital Needs Plan Development

i. Propose conceptual designs and cost estimates for new or upgraded facilities required to support Games Enhanced Transit Service (GETS).

ii. Prioritize capital improvements supporting increased demand or multimodal transfer opportunities.

iii. Identify capital needs to support the Comprehensive Service Plan with consideration of passenger queuing, bicycle support services (bike valet), parking needs, etc.

C. Project Delivery & Implementation Strategy

i. Define phased project delivery schedules aligned with both OCTA milestones and LA28 readiness timelines.

ii. Include key permitting, procurement, and construction benchmarks.

Requirements

Infrastructure & Capital Needs Plan to identify facility and infrastructure upgrades to support the Olympic service plan. Contents Include:

· Evaluation of current infrastructure conditions and gaps

· Conceptual design proposals for new or upgraded facilities

· Cost estimates and potential capital project phasing

· Coordination opportunities with organizations and regional agencies (e.g., LA28, LA Metro, Long Beach Transit, Metrolink)

· Environmental and permitting considerations

5. Service: Stakeholder Engagement Coordinate with OCTA PM to gather relevant feedback on the draft Service Plan and Infrastructure & Capital Needs Plan, and refine plans, as needed.

A. Regional Stakeholder Engagement

i. Plan and facilitate coordination meetings with relevant organizations, agencies, and service providers.

ii. Document concerns, opportunities, and coordination strategies.

B. Draft Plan Feedback Integration

i. Present draft Service Plan and Infrastructure & Capital Needs Plan to stakeholders and regional partners for input.

ii. Refine plans based on actionable feedback.

Requirements

Under the direction of the OCTA PM, the Consultant shall prepare stakeholder presentation materials, attend coordination meetings, compile stakeholder feedback, and incorporate findings into each requirement under Services 2, 3, 4, and 6.

6. Service: Draft and Final Budget and Funding Plan After completing requirements from Services 2-5, Consultant shall provide a consolidated report outlining estimated costs and a funding strategy.

A. Draft Budget and Funding Plan

i. Prepare a draft plan for review by the PDT, stakeholders, and public that documents the study process and findings, is professionally presented and organized and understandable to all audiences.

ii. Solicit feedback on the draft plan, track comments received, and document how each comment was addressed.

B. Final Budget and Funding Plan

i. Develop a final report based on feedback and OCTA Board direction.

Requirements

Draft and Final Budget and Funding Plan. Contents Include:

· Operational cost estimate for Olympic service period

· Capital project cost summaries

· Resource acquisition estimates (fleet, labor, equipment)

· Identification of available or potential funding sources

· Cost-sharing opportunities and legislative/funding strategy recommendations

LIMITATION ON GOVERNMENTAL DECISIONS

Nothing contained in this scope of work permits Consultant personnel to authorize or direct any actions, votes, appoint any person, obligate, or commit OCTA to any course of action or enter into any contractual agreement on behalf of OCTA. In addition, Consultant’s personnel shall provide information, an opinion, or a recommendation for the purpose of affecting a decision without significant intervening substantive review by OCTA personnel, counsel, and management.