C250096_RFP_Exhibit_A,_SOW.pdf

RFP 250096

EXHIBIT A

Scope of Work 2025 Renewed Measure M Quantitative Survey

BACKGROUND

The Orange County Transportation Authority’s (OCTA) projects, programs and services affect every aspect of transportation within Orange County. OCTA is a multi-modal agency involved in decisions that affect the daily quality of life for more than three million people who live in Orange County and countless others who travel here.

As Orange County’s primary transportation agency, OCTA is responsible for providing public transportation via countywide bus service and building the first segment of OC Streetcar, operating the 91 Express Lanes and the 405 Express Lanes, working with California Department of Transportation to improve freeways, partnering with local jurisdictions to improve streets and roads, administering the Renewed Measure M Transportation Investment Plan, funding the three (3) Metrolink lines in the county, and coordinating rideshare and vanpool services. In addition, OCTA develops and implements short- and long-term transportation plans.

Renewed Measure M

In 1990, Orange County voters approved Measure M, the twenty (20)-year half-cent sales tax for transportation improvements. Measure M, which concluded in 2011, provided more than $4 billion in investment in Orange County’s transportation infrastructure including improvements to the entire freeway system, upgrading and maintenance of local streets and roads, development of a commuter rail system, and other transit improvements. Since 1990, the significance of the local sales tax program to Orange County has only increased as competition for state and federal transportation funds has grown and availability has tightened.

On November 7, 2006, Orange County voters, by a margin of 69.7 percent, approved the renewal of Measure M. With the approval of the Renewed Measure M Transportation Investment Plan (Plan), the voters agreed to continued investment of local tax dollars in Orange County’s transportation infrastructure for another thirty (30) years, from 2011 to 2041. The Plan includes specific freeway improvements, streets and roads funding programs, transit programs, and environmental mitigation.

The Measure M Ordinance calls for a Ten-Year Comprehensive Program Review (Review) of all projects and programs implemented under the Plan to evaluate the performance of the overall program, and the Plan may be revised to improve its performance based on numerous factors. The first Review took place in 2015, nearly ten (10) years following the renewal of Measure M. The current Review began in early 2024, and a final report is expected in early 2026.

One requirement of the Review is to assess public and stakeholder support for the Plan. OCTA has been engaged in a comprehensive Public Involvement Program (PIP) to assess whether the Plan as approved by the voters in 2006 is still relevant and has support. As part of the PIP, OCTA is seeking statistically reliable information that will help evaluate the Plan’s ongoing relevance and acceptance.

By surveying Orange County residents regarding their preferences for short- and long-range transportation priorities, OCTA will be better able to plan. The results will also assist OCTA with making sound, strategic decisions in areas including establishing priorities and developing projects and programs by collecting and analyzing current opinion data and comparing the results to prior related surveys where appropriate.

Results from prior market research surveys – including methodology used – are available on the OCTA website at www.octa.net/news/publications/market–research/.

OCTA would like to use similar methodology.

In addition, a high priority for OCTA is public awareness and involvement. An understanding of public perception of OCTA and its ability to implement equitable, more efficient, and safer transportation solutions throughout the county is needed as a metric against which to judge future communication and outreach.

Currently, OCTA is seeking consultant services to conduct a quantitative survey of residents to ascertain transportation priorities and perceptions.

Consultant shall clearly demonstrate:

• Experience with and understanding of transportation sales tax measures

• Experience conducting surveys about multiple modes of transportation

• Knowledge of Orange County issues and how they intersect with OCTA’s role as the county’s transportation planning agency

• Experience with quantitative research, sampling methodology, and survey instrument development

OBJECTIVES

Consultant shall develop and administer a statistically valid, general survey of Orange County residents in English, Spanish, and Vietnamese to better understand priorities and public perception of OCTA and its ability to implement efficient transportation solutions throughout the county.

The 2025 Renewed Measure M Quantitative Survey (Survey) would gauge public support for a variety of improvements and determine the level of support for the Renewed Measure M Investment Plan as well as provide tracking information against the previous surveys.

The Survey shall address the following:

1. How OCTA is perceived:

a. Awareness of OCTA

b. Awareness of the various programs OCTA administers and is responsible for

c. How important what OCTA does is to the respondents; what influences that priority

d. Perception of how OCTA fulfills its responsibilities

e. Perception of how effective OCTA is

f. How respondents receive information about OCTA and what it does

g. What and who influences their perceptions of OCTA

2. Examine what changes or improvements respondents would most like OCTA to make to the transportation system and services.

3. Delve specifically into what respondents think about mass transit, including how they define the term and whether they think Orange County has a mass transit system.

4. Examine participant ideas, attitudes, awareness, and knowledge about:

a. OCTA and its programs and services

b. Reductions in transportation revenues as a whole

c. Transportation priorities and strategies

d. Transportation network gaps

e. Issues and concerns with future projects

f. Reactions to changes in state and federal policies including but not limited to priorities to address air quality, managing freeway travel demand, congested carpool lanes, and various transportation policies such as role of active transportation, future of public transit and options to manage freeway capacity and travel

g. Expanding capacity of freeways by adding managed lanes and toll facilities with congestion pricing

h. Ensuring transportation improvements are equitable

5. Determine the level of public support for the Plan by:

a. Assessing awareness of Measure M

b. Assessing awareness of specific Plan improvements completed or in progress

c. Gauging support for the projects and programs in the Plan

d. Identifying opportunities, issues, and concerns

6. Obtain pertinent demographic and socio-economic data

PROJECT TASKS

Consultant shall review project objectives and technical information, meet with appropriate staff, design, administer, analyze, and report the findings of the survey of Orange County residents. Consultant shall provide information that, at a minimum, in the aggregate, has a margin of error within +/- 3 percent at the 95 percent confidence level. This information provided will be reliable for both demographic and geographic subsets.

Consultant shall complete the following tasks:

Task 1: Overall strategy and work plan

• Review the proposed research approach with OCTA

• Agree on a work plan and timetable o General timetable shall be:

December 2025: Survey Development January 2026: Survey Administration, Initial Results, Analysis February 2026: Reporting

Task 1 Deliverable

1. Project schedule anticipated to include major milestones for survey development, implementation, topline results, aggregate results, and final report and presentation

Task 2: Develop the survey

• Determine the sampling methodology and sample size of Orange County residents sufficient to ensure effective demographic and geographic cross-tabulation of results countywide and tabulation of results for at least each of the five (5) supervisorial districts in Orange County, and seven (7) significant demographic factors. The length of the questionnaire should permit the interviews to be conducted in approximately fifteen (15) to eighteen (18) minutes.

• Upon reviewing applicable materials and previous polls, along with input from OCTA, develop a survey instrument designed to assess attitudes and opinions regarding OCTA’s reputation as an efficient and responsive transportation agency, identify transportation priorities and perceptions, and gauge public support for the Renewed Measure M Investment Plan as part of the Measure M Ten (10)-Year Review. In addition to English, Consultant shall translate and administer the survey in Spanish and Vietnamese.

Task 2 Deliverables

1. Proposed research methodologies, sampling plan

2. Draft and final survey instrument in English, Spanish, and Vietnamese

Task 3: Administer the survey

• Conduct a survey in English, Spanish, and Vietnamese in a period sufficient to produce results and a final report by February 20, 2026.

• Deliver topline results and a narrative summary within three (3) to four (4) business days after fielding concludes.

• Deliver aggregate dataset (cleaned and weighted) within one (1) week after topline delivery.

Task 3 Deliverables

1. Topline results and narrative summary

2. Aggregate results

Task 4: Final report

• Within two (2) weeks of survey completion, provide a detailed analysis of the results including the results of cross tabulation by at least seven (7) significant demographic factors and by Orange County’s five (5) supervisorial districts.

• Provide a final report summarizing the findings and providing recommendations for the purposes of input. The report shall include:

o Executive Summary o Methodology o Findings o Detailed Results o Research tool/survey/questionnaire o Computer Data Tabulations and Cross Tabulations

Task 4 Deliverables

1. Draft and final reports by February 20, 2026

2. All reports and cross tabulation data in electronic format

Task 5: Present results and analysis

• In consultation with OCTA staff, prepare and present findings.

o Consultant shall be available to make presentations about the results and findings to the CEO and others as determined by OCTA between March and May 2026.

Task 5 Deliverables

1. PowerPoint presentation with key findings by February 27, 2026

2. Up to three (3) presentations, at least one (1) in person

PROGRAM MANAGEMENT

OCTA shall assign a Project Manager (PM) who will be the primary contact for the Consultant and will direct the work effort.

Consultant shall also designate a project manager within the firm as the primary liaison with OCTA to coordinate all survey activities. Consultant PM shall be permanently assigned to this capacity for the duration of the project. No changes to the Consultant PM shall be made without written approval by the OCTA PM. The Consultant PM shall have the authority to make commitments and decisions on behalf of their firm that are binding on Consultant.

PROGRESS MEETINGS AND REPORTING

Consultant shall provide brief written project updates to the OCTA PM on a weekly basis, summarizing completed work, upcoming activities, and any issues affecting schedule or deliverables.

The Consultant PM and OCTA PM shall meet biweekly to review progress, discuss key findings, and confirm upcoming milestones. OCTA may adjust the frequency of meetings based on project needs.

TIME PERIOD

All survey work and the final report shall be completed by February 20, 2026. The PowerPoint presentation with key findings shall be completed by February 27, 2026.

Consultant shall be available to present results and findings through May 2026.

LIMITATION ON GOVERNMENTAL DECISIONS

Nothing contained in this scope of work permits Consultant’s 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 not 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.