A250309_SOWV.pdf
PDF 262 KB Posted
- Attached to
- Request for Quote (RFQ) Promotional Items
- Solicitation number
- 250309
- Issued by
- Orange County, California
About this file
This is a Scope of Work Verification form submitted by the Orange County Transportation Authority (OCTA) in California for a Request for Quote (RFQ) regarding promotional items. The procurement seeks qualified firms to provide promotional items on an as-needed basis under a one-year initial term. The document establishes the general rules and requirements for preparing the scope of work and specifications, emphasizing that solicitations must invite fair competition without imposing unreasonable requirements or favoring specific vendors. Written questions must be submitted no later than 11:00 a.m. on April 23, 2026, with OCTA providing written responses by addendum no later than April 27, 2026.
The procurement carries a budget of $10,000 for the one-year initial term. The Scope of Work Verification form requires certification by both the Project Manager and either the Department Manager, Director, or Executive Director, confirming that the specifications were independently prepared to invite competition or, if brand names are referenced, that such specifications include "or equal" descriptions with clearly stated salient characteristics as required by Federal Transit Administration regulations. All submitting firms must certify that they are not subject to Ukraine/Russia-related economic sanctions imposed by the State of California or the United States Government, including Presidential Executive Order Nos. 13660, 13661, 13662, 13685, and 14065, and agree to comply with all applicable economic sanctions.
View the file
Other files
| File | Type | Posted |
|---|---|---|
| A250309_PP.pdf | ||
| A250309_PS.pdf | ||
| A250309_R001638_REQ.pdf | ||
| A250309_ICE.pdf | ||
| A250309_Exhibit_B,_Scope_of_Work.pdf | ||
| A250309_RFQ_Exhibit_A,_General_Provisions.pdf |
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Text version
SCOPE OF WORK VERIFICATION
This Form Must Be Submitted with Scope of Work (SOW)
FA-CAMM-071.docm (03/16/18) 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.
☒ 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
☐ 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)
R001638
Requisition Number Dept. Manager/Director/Executive Director Signature
Project Manager Signature
Human Resources 3/23/2026
Department Date
(on behalf of Sr HR Department Manager)
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