[B]_C250186_Exhibit_B_Price_Summary_Sheet_intructions_idedits.pdf

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Attached to
Northbound State Route 57 Truck Climbing Lane Project Public Communications and Community Outreach Support
Solicitation number
250186
Issued by
Orange County, California

About this file

This is an Exhibit B Price Summary Sheet for RFP 250187 issued by the Orange County Transportation Authority (OCTA) for public communications and community outreach support services related to the Northbound State Route 57 Truck Climbing Lane Project in California. The contract will be awarded on a time-and-expense basis for an initial term effective through July 31, 2027, with five one-year option terms extending through July 31, 2032. The RFP requires offerors to propose fully-burdened hourly rates for four key personnel positions: Project Manager, Community Liaison, Account Coordinator, and Graphic Designer, along with rates for other labor charges as needed. The proposal must also include fully-burdened hourly rates for any other direct costs (ODC) associated with project delivery, such as materials, equipment, or services required to support the communications and outreach activities.

Pricing must be submitted in the format specified on the Price Summary Sheet with fully-burdened hourly rates that include all direct costs, indirect costs, taxes, and profits, excluding anticipated overtime pay. The evaluation of hourly rates will be weighted as follows: Account Coordinator at 45 percent, Community Liaison at 37 percent, Project Manager at 7 percent, and Graphic Designer at 11 percent. The overall project budget is $350,000 for the three-year initial term. Offerors must acknowledge receipt of RFP 250187 and any addenda, and the proposal submission must remain firm for a minimum of 120 days from the proposal date. The Authority will not reimburse consultants for invoice preparation and review hours, local meals, travel time unless pre-approved, or any expenses not explicitly included in Exhibit B.

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RFP 250187

EXHIBIT B

PRICE SUMMARY SHEET

REQUEST FOR PROPOSALS (RFP) 250187

Pricing Instructions:

The Offeror must submit this Exhibit B, Price Summary Sheet. No information regarding hourly rates shall be mentioned anywhere in the proposal content.

The Offeror shall provide proposed price for the services described in the Scope of Work, Exhibit A. Hourly rates shall be fully-burdened rates to include all direct costs, indirect costs, tax, and profits. The Authority’s intention is to award a time-and-expense price contract.

Pricing forms must be completed and properly filled out in order to be deemed responsive.

SCHEDULE I – HOURLY RATE SCHEDULE

Enter below the proposed hourly rates for the services described in the Scope of Work, Exhibit A. Prices shall be fully-burdened rates to include all direct costs, indirect costs, tax, and profits. *Anticipated overtime pay shall not be factored into the fully-burdened hourly rates. The Authority’s intention is to award a time-and-expense price contract.

Key Personnel:

Name

Job Function

Fully-Burdened Hourly Rates Initial term Option Term

Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Effective –

7/31/27 8/1/27 – 7/31/28

8/1/28 – 7/31/29

8/1/29 – 7/31/30

8/1/30 – 7/31/31

8/1/31 – 7/31/32

Project Manager $________ $________ $________ $________ $________ $________

Community Liaison $________ $________ $________ $________ $________ $________

Account Coordinator $________ $________ $________ $________ $________ $________

Graphic Designer $________ $________ $________ $________ $________ $________

FOR COST ANALYSIS PURPOSES:

• Provide fully-burdened hourly rates for the above-designated job categories. 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 7% Community Liaison 37% Account Coordinator 45% Graphic Designer 11% ideneau Sticky Note This price sheet is for a different RFP

Other Labor Charges:

Job Function

Fully-Burdened Hourly Rates Initial term Option Term

Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Effective –

7/31/27 8/1/27 – 7/31/28 8/1/28 –

7/31/29 8/1/29 – 7/31/30

8/1/30 – 7/31/31

8/1/31 – 7/31/32

SCHEDULE II – OTHER DIRECT COSTS SCHEDULE

Type of ODC Quantity Unit Rate Budget Amount

1.

2.

3.

4.

5.

6.

Additional ODC required and authorized by the 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:

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

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

1. I acknowledge receipt of RFP 250187 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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