C250096_Email_with_PM_10-25-25.pdf

Rhea Aninzo

From: Chris Boucly Sent: Thursday, October 23, 2025 8:25 AM To: Rhea Aninzo Subject: Re: Purchase Req R000709

Good morning, Rhea, No retention for this contract.

Thanks, Chris

From: Rhea Aninzo <raninzo@octa.net> Sent: Thursday, October 23, 2025 7:48:23 AM To: Chris Boucly <cboucly@octa.net> Subject: RE: Purchase Req R000709

Good morning Chris, Thank you. Since this will be a firm-fixed price contract, will retention be required? Below is the paragraph related to it in the agreement but can remove it if it doesn’t apply.

Thank you, Rhea

From: Chris Boucly <cboucly@octa.net> Sent: Wednesday, October 22, 2025 4:13 PM To: Rhea Aninzo <raninzo@octa.net> Subject: Re: Purchase Req R000709

Hi Rhea, Yes, this schedule works for me.

Sent: Wednesday, October 22, 2025 3:51 PM To: Chris Boucly <cboucly@octa.net> Subject: RE: Purchase Req R000709

Thank you, Chris. We’ll do our best to expedite. Would the below schedule work for you?

October 28 Issue RFP

November 3 Written Questions Due 2:00 p.m.

November 5 OCTA’s Response

November 12 Offers Submitted 2:00 p.m., Pre-Evaluation Meeting

November 20 Evaluation Committee Reviews Proposals

November 21 Best and Final Offer (if needed)

December 5 Contract Executed

Sent: Wednesday, October 22, 2025 2:40 PM

To: Rhea Aninzo <raninzo@octa.net> Subject: Re: Purchase Req R000709

Rhea, The signed SOW Verification form is attached. Now you have everything in one email.

Sent: Wednesday, October 22, 2025 2:00 PM

Subject: Re: Purchase Req R000709

Hi Rhea, See attached for the SOW and ICE. Verification form to follow. See below for additional responses.

Sent: Wednesday, October 22, 2025 10:43 AM

To: Chris Boucly <cboucly@octa.net> Subject: Purchase Req R000709

Hi Chris, I just wanted to let you know that I’ll be processing this req. When you get a chance, could you please provide the following:

1. ICE (attached)

2. Scope of Work (attached)

3. Scope of Work Verification Form (waiting for signature)

4. Expected contract term/dates (12/1/2025 to 6/30/2026)

5. Previous or current agreement number (if applicable) (NA)

6. One evaluation committee member (since this will be an informal RFP, it can also just be you and me) (Just you and me)

7. Weights for the below evaluation criteria:

1. Qualifications of the firm 25%

1. Staffing and Project Organization 25%

1. Work Plan 30%

1. Cost 20%

8. For insurance purposes, are there any certifications required of the firms? No

From: FEProd@octa.net <FEProd@octa.net> Sent: Tuesday, October 21, 2025 3:50 PM

Subject: WORKFLOW/Action PR_APPROVAL created by GROCK

To approve this, simply reply and type Y, YES, or OK in the first line.

To reject this, reply and type N or NO in the first line.

To add comments, type up to 255 characters on subsequent lines delimited by double square brackets.

Example: [[this is an official comment to the e-mail response]] All other comments will be ignored.

WORKFLOW MODEL INFORMATION:

User=RANINZO Model=PR_APPROVAL Activity=A38_0008 Key=C68A2BE3-31DA-439A-8041-6E8C859E156B Version=6 UniqueKey=9111EEE1-FA98-4359-9AF1-43435247990C

WORKFLOW INSTANCE INFORMATION:

Purchase Request# = R000709 PR Total$ = $80,000.01 Requested By = Gina Rock Request Date = 10/6/2025 Entry Date = 10/6/2025 Vendor = V99999-TBD

ACCOUNT INFORMATION

Item# Quantity Price Item Total Lg Key Object Amt/Pct

0001 1.000 $80,000.01 $80,000.01 GL 0017 7519 100%

JL M0201 0DX

Item Description Procure a consultant to conduct a quantitative survey of Orange County residents to ascertain the publicâ↚¬â„Ã ¡Ãƒâ€šÃ‚¢s transportation priorities and perception of OCTA and its ability to implement equitable, efficient and safe transportation solutions throughout the county.

PR Notes Procure a consultant to conduct a quantitative survey of Orange County residents to ascertain the publicâ↚¬â„Ã ¡Ãƒâ€šÃ‚¢s transportation priorities and perception of OCTA and its ability to implement equitable, efficient and safe transportation solutions throughout the county.

Initial survey results are needed by Jan. 30, 2026. To meet that deadline, a contract needs to be in place by Oct.

31, 2025.

FY25/26 $80,000.00

For questions contact Chris Boucly ext. 5326

10/8/25 - Veronica released funds from Req 35480 which had been deleted in September.

WORKFLOW HISTORY INFORMATION:

User ID : GROCK Status : Accepted Date/Time : 10/6/2025 12:36:21 PM User ID : CBOUCLY~1 Status : Accepted Date/Time : 10/6/2025 1:41:18 PM User ID : AROSALES1 Status : Accepted Date/Time : 10/6/2025 4:50:37 PM User ID : VGARCIA~1 Status : Not Accepted Date/Time : 10/6/2025 4:50:37 PM Comments : add account code User ID : GROCK Status : Accepted Date/Time : 10/7/2025 10:37:55 AM User ID : GROCK Status : Accepted Date/Time : 10/7/2025 11:30:28 AM Comments : added account code User ID : CBOUCLY~1 Status : Accepted Date/Time : 10/7/2025 11:31:58 AM User ID : VGARCIA~1 Status : Not Accepted Date/Time : 10/7/2025 12:50:07 PM Comments : there is no money to tag this req.

User ID : GROCK Status : Accepted Date/Time : 10/8/2025 2:19:11 PM User ID : GROCK Status : Accepted Date/Time : 10/9/2025 7:58:55 AM Comments : 10/8/25 - Veronica released funds from Req 35480 which had been deleted in September to be able to tag this req.

User ID : CBOUCLY~1 Status : Accepted Date/Time : 10/9/2025 7:59:31 AM User ID : VGARCIA~1 Status : Accepted Date/Time : 10/9/2025 11:06:13 AM User ID : SCONNOR Status : Accepted Date/Time : 10/9/2025 1:11:18 PM User ID : IDENEAU

Status : Accepted Date/Time : 10/9/2025 1:11:18 PM User ID : GROCK Status : Accepted Date/Time : 10/21/2025 3:50:25 PM