C250111_Form_700_Legal_Counsel_Response_11-5-25.pdf
PDF 1 MB Posted
- Solicitation number
- 250111
- Issued by
- Orange County, California
About this file
This is a Form 700 legal determination document from the Orange County Transportation Authority (OCTA) General Counsel regarding the Newport Transportation Center and Fire Station No. 3 Relocation Feasibility Study RFP. The document contains an email chain initiated by the Contracts Administration and Materials Management (CAMM) section requesting legal review to determine whether personnel performing work under this solicitation would be required to file California Form 700 (Statement of Economic Interests) in accordance with OCTA's Conflict of Interest Code. The feasibility study project involves assessing the relocation of Newport Beach Fire Station No. 3 to the Newport Transportation Center and the relocation of the Newport Transportation Center to suitable alternative site(s). The contract will be procured on a firm-fixed price basis with a budget of $500,000 and a one-year term.
OCTA General Counsel James M. Donich provided written determination that Form 700 filing is not required for consultant personnel under this RFP and Scope of Work. The determination was based on the finding that consultant personnel would not authorize or direct actions, votes, appoint personnel, obligate or commit OCTA to any course of action, or enter into contractual agreements on behalf of OCTA. Additionally, the General Counsel concluded that no personnel provided under this RFP would provide information, opinions, or recommendations intended to affect decisions without significant intervening substantive review by OCTA personnel, counsel, and management. This Form 700 analysis was performed as part of compliance procedures required following a recent internal audit of CAMM's procurement processes.
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Other files
| File | Type | Posted |
|---|---|---|
| Newport_Transportation_Center_and_Fire_Station_No._3_Relocation_Feasibility_Study_(Addendum_#1_Revision).pdf | ||
| C250111_PP-APPROVED.pdf | ||
| C250111_Exhibit_C_Safety_Level_1.pdf | ||
| C250111_Exhibit_A_SOW.pdf | ||
| C250111_Exhibit_B_Proposed_Agreement.pdf | ||
| C250111_PS.pdf | ||
| C250111_PP.pdf | ||
| [A]_C250111_Exhibit_A_SOW_idedits.docx | DOCX document | |
| [C]_C250111_Exhibit_C_Proposed_Agreement_idedits.docx | DOCX document | |
| [B]_C250111_Exhibit_B_Price_Summary_Sheet_idedits.docx | DOCX document | |
| C250111_PS_idedits.doc | DOC document | |
| C250111_PP_idedits.docx | DOCX document | |
| C250111_Public_Notice_Proof.pdf | ||
| C250111_Public_Notice.doc | DOC document | |
| C250111_SOW_Verification.pdf | ||
| C250111_R000882.pdf | ||
| C250111_PS.doc | DOC document | |
| C250111_ICE_R000882.pdf |
Show all 18
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Text version
Gina Torres
From: James M. Donich <jdonich@woodruff.law> Sent: Wednesday, November 5, 2025 9:39 AM To: Iris Deneau Cc: Gina Torres Subject: Re: 700 Form - RFP Newport Transportation Center and Fire Station No. 3 Relocation
Feasibility Study
I have reviewed the RFP for the Newport Beach Transit Center Relocation study as to whether the personnel performing these duties would be required to file Form 700's under OCTA's Conflict of Interest Code. Based upon my review, it is the opinion of General Counsel that this RFP and the SOW would not require the filing of Form 700's. The consultant personnel anticipated by this RFP would not 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. Moreover, no personnel provided for by this RFP would 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.
James Donich OCTA General Counsel
555 Anton Blvd Suite 1200 Costa Mesa CA 92626
James M. Donich Director & Shareholder D: 714-415-1015 jdonich@woodruff.law www.woodruff.law
CONFIDENTIALITY NOTICE – This e-mail transmission, and any documents, files or previous e-mail messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, or a person responsible for delivering it to the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution or use of any of the information contained in or attached to this transmission is STRICTLY PROHIBITED. If you have received this transmission in error, please immediately notify the sender by telephone at 714-415-1015 or return e-mail and delete the original transmission and its attachments without reading or saving in any manner. Thank you.
From: Iris Deneau <ideneau@octa.net> Sent: Tuesday, November 4, 2025 5:01 PM To: James M. Donich <jdonich@woodruff.law> Cc: Gina Torres <gtorres@octa.net> Subject: FW: 700 Form - RFP Newport Transportation Center and Fire Station No. 3 Relocation Feasibility Study
Hi James, As part of the Form 700 procedures that CAMM is required to follow as a result of the recent Internal Audit, attached please find the scope of work for Newport Transportation Center and Fire Station No. 3 Relocation Feasibility Study. Upon your review, please provide your written determination if the agreement awarded as a result of this solicitation will be subject to the Form 700 requirements. If you require additional information, please let me know.
Thank you, Iris Deneau | Section Manager, Procurement Contracts Administration and Materials Management Orange County Transportation Authority
714.560.5786 | 714.560.5792 550 South Main Street | PO Box 14184 | Orange, CA 92863-1584 CAMM - Procurement with Integrity Please consider the environment before printing this e-mail.
From: Gina Torres <gtorres@octa.net> Sent: Tuesday, November 4, 2025 4:15 PM To: Iris Deneau <ideneau@octa.net> Subject: 700 Form - RFP Newport Transportation Center and Fire Station No. 3 Relocation Feasibility Study
Hi Iris, Please see attached SOW for RFP Newport Transportation Center and Fire Station No. 3 Relocation Feasibility Study.
This will be procured as a firm-fixed contract.
Thank you, Gina Torres | Senior Contract Administrator Contracts Administration and Materials Management Orange County Transportation Authority
714.560.5566 | 714.560.5792 550 South Main Street | PO Box 14184 | Orange, CA 92863-1584 CAMM - Procurement with Integrity Please consider the environment before printing this e-mail.
The information in this e-mail and any attachments are for the sole use of the intended recipient and may contain privileged and confidential information. If you are not the intended recipient, any use, disclosure, copying or distribution of this message or attachment is strictly prohibited. If you believe that you have received this e-mail in error, please contact the sender immediately and delete the e-mail and all of its attachments.
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