C250153_Form_700_Review_12-16-25.pdf

PDF 1 MB Posted

Attached to
Geographic Information Systems (GIS) Cloud Migration Hosting and Management
Solicitation number
250153
Issued by
Orange County, California

About this file

This is a Form 700 conflict of interest review memorandum from the Orange County Transportation Authority (OCTA) General Counsel regarding RFP 25-0153 for Geographic Information Systems (GIS) Cloud Migration Hosting and Management. The project involves building, deploying, and managing a Microsoft Azure cloud environment to support OCTA's desktop and enterprise GIS systems. The contract term is three and one-half years with a budget of $380,000.

The General Counsel's opinion, issued December 16, 2025, determines that consultant personnel performing work under this RFP would not be required to file Form 700 conflict of interest disclosures. The determination is based on the finding that contract personnel would not authorize or direct actions, votes, appoint personnel, obligate OCTA to any course of action, or enter into contractual agreements on behalf of OCTA. Additionally, any information, opinions, or recommendations provided would undergo significant intervening substantive review by OCTA personnel, counsel, and management, thereby preventing direct influence over OCTA decisions.

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Text version

Rhea Aninzo

From: James M. Donich <jdonich@woodruff.law> Sent: Tuesday, December 16, 2025 9:04 AM To: Iris Deneau Cc: Rhea Aninzo Subject: Re: Form 700 Review: RFP 250153 GIS Cloud Migration Hosting and Management

I have reviewed the SOW for RFP 25-0153 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 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> Date: Tuesday, December 16, 2025 at 7:30 AM To: James M. Donich <jdonich@woodruff.law> Cc: Rhea Aninzo <raninzo@octa.net> Subject: FW: Form 700 Review: RFP 250153 GIS Cloud Migration Hosting and Management

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 GIS Cloud Migration Hosting and Management. 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: Rhea Aninzo <raninzo@octa.net> Sent: Monday, December 15, 2025 10:13 AM To: Iris Deneau <ideneau@octa.net> Subject: Form 700 Review: RFP 250153 GIS Cloud Migration Hosting and Management

Hi Iris, Please find the attached scope of work for Form 700 review.

Thank you, Rhea 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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