[B]_C250090_Exhibit_B_Price_Summary_Sheet_idedits2.pdf

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Attached to
Community Engagement Consultant Services
Solicitation number
250090
Issued by
Orange County, California

About this file

This is a Price Summary Sheet and Exhibit B pricing document for RFP 250090 issued by the Orange County Transportation Authority (OCTA) in California for Community Engagement Consultant Services. The Authority seeks qualified consultants to provide community outreach program planning, implementation, and evaluation services targeting Orange County's underserved and underrepresented communities. The contract is structured as a time-and-expense agreement with an initial two-year term commencing April 30, 2027, followed by an optional two-year renewal term extending through April 30, 2030. Proposals must remain firm for a minimum of 120 days from the proposal submission date.

The pricing structure requires bidders to submit fully-burdened hourly rates for six designated key personnel positions: Project Manager/Account Manager (25% evaluation weight), Community Outreach Lead (26% evaluation weight), Community Outreach Support (27% evaluation weight), Media and Digital Strategist (11% evaluation weight), Data and Evaluation Analyst (7% evaluation weight), and Graphic Designer (4% evaluation weight). Bidders must also provide Other Labor Charges hourly rates and schedule Other Direct Costs with quantities, unit rates, and budget amounts. The project has an overall budget of $885,000 for the two-year initial term. The Authority will not reimburse consultants for invoice preparation and review activities, local meals, travel time unless pre-approved, or expenses not explicitly included in Exhibit B. Additional Other Direct Costs authorized by the Authority will be reimbursed at actual cost or the applicable rate listed in the pricing schedule, whichever is less.

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Text version

RFP 250090

EXHIBIT B

PRICE SUMMARY SHEET

SCHEDULE I ---- HOURLY RATE SCHEDULE

Enter below the proposed price for the services described in the Scope of Work, Exhibit A. Prices shall include direct costs, indirect costs, tax, and profits.

The Authority’s intention is to award a time-and-expense price contract for a two (2)-year initial term with a two (2)-year option term.

Key Personnel:

Job Function Name

Fully-Burdened Hourly Rates

Initial Term Option Term

Year 1 Year 2 Year 3 Year 4

Effective - 4/30/27 5/1/27 - 4/30/28 5/1/28 – 4/30/29 5/1/29 – 4/30/30

Project Manager/ Account Manager $________ $________ $________ $________

Community Outreach Lead

Community Outreach Support $________ $________ $________ $________

Media and Digital Strategist $________ $________ $________ $________

Data and Evaluation Analyst $________ $________ $________ $________

Graphic Designer $________ $________ $________ $________

For Cost Analysis Purposes:

• Provide fully-burdened hourly rates for the above-designated job functions. The fully burdened hourly rates will be included in the resulting agreement should your proposal be selected for contract award.

• Each proposed hourly rate for the respective Job Function will be weighed according to the percentages specified in the “Evaluation Weight” column in the table below.

Job Function Evaluation Weight for Hourly Rate(s) Project Manager/ Account Manager 25%

Community Outreach Lead 26%

Community Outreach Support 27%

Media and Digital Strategist 11%

Data and Evaluation Analyst 7%

Graphic Designer 4%

Other Labor Charges:

Job Function

Fully-Burdened Hourly Rates

Initial Term Option Term

Year 1 Year 2 Year 3 Year 4

Effective - 4/30/27 4/15/27 - 4/14/28 5/1/28 – 4/30/29 5/1/29 – 4/30/30

SCHEDULE II ---- OTHER DIRECT COSTS SCHEDULE

Type of ODC Quantity Unit Rate Budget Amount

1.

2.

3.

4.

5.

Additional ODC required and authorized by Authority but not included in this Agreement will be reimbursed either (a) “At Cost” OR (b) up to the applicable Current Rate listed in this Schedule II, whichever is less.

Supporting documentation must accompany invoice.

* Please note the following:

• Authority will not reimburse Consultant for hours charged to perform activities associated with the preparation and review of invoices submitted to the Authority.

• Authority will not reimburse Consultant for local meals and travel time, unless previously approved, or any other expenses not included within this

Exhibit B.

ideneau Oval Year 3 and Year 4 should be Option Term

1. I acknowledge receipt of RFP 250090 and Addenda No.(s) ________.

2. This offer shall remain firm for days from the date of proposal.

(Minimum of 120)

COMPANY NAME

ADDRESS

TELEPHONE

FACSIMILE #

EMAIL ADDRESS

SIGNATURE OF PERSON

AUTHORIZED TO BIND OFFEROR

NAME AND TITLE OF PERSON

AUTHORIZED TO BIND OFFEROR

DATE SIGNED

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