C250166_PP_01-22-26.docx

INTEROFFICE MEMO

Procurement Plan, RFP 250166

Date: January 22, 2026

To: Rachel Mak, Senior Financial Analyst, Revenue Administration

From: Rhea Aninzo, Contract Administrator, CAMM

Subject: PROCUREMENT PLAN – RFP 250166 “Grants Administration Consultant Support”

Please review the procurement plan for the subject RFP and advise on your concurrence with the evaluation criteria and contract elements. Include suggested evaluation team members and/or comments.

Procurement Type: |X| RFP |_| IFB

Justification (explain the rationale for using the particular procurement type):

An RFP is applicable as the procurement requires evaluation criteria, in addition to price, to be used to select a firm to provide grants administration consultant support services.

Evaluation Criteria:

Justification:

Qualifications of the firm is weighted at twenty-five percent (25%) as firms must demonstrate prior experience with state and federal post-award grant administration and regulatory compliance. Staffing and project organization is weighted the highest at thirty percent (30%) as the proposed team must demonstrate grant post-award administration knowledge, coordinate effectively with OCTA staff, and provide support across grant administration, financial analysis, and system-related tasks. Work plan is weighted twenty percent (20%) as the firm’s proposed work plan should clearly demonstrate its approach to successfully completing the scope of work. Cost and price is weighted at twenty percent (20%) to ensure OCTA receives the best value for the services.

Contract Type: |X| Time & Expense |_| CTO-Based |_| Firm Fixed Price

Justification (Explain the rationale for using the particular contract type):

Time-and-expense is the appropriate contract type for this effort as firms are required to propose hourly rates for the services specified in the scope of work.

P.M. to provide support documentation identifying how the LD amount was established.

Procurement Schedule: |X| Attached

Suggested Evaluation Team Members:

Internal Evaluators:

Alex Cuestas. Senior Financial Analyst, Revenue Administration Alicia Yang, Senior Program Manager, Transportation Modeling Jason Huang, Transportation Funding Analyst, State and Federal Programming Rachel Mak, Senior Financial Analyst, Revenue Administration

Contract Term: (Include Option Years)

Two (2)-year term effective April 1, 2026 – March 31, 2028

Funding Source: |X| Local |_| Measure M |_| Federal (CMAQ)

Dollar Amount: $250,000

Independent Cost Estimate Received: |X| Yes |_| No

Requisition Received: |X| Yes #R000850 |_| No

DBE Goal: |_| Yes |X| No

Project Manager Concurrence:

CAMM Section/Department Manager Concurrence:

Revised: 07/20/2010 Revised: 0720/2010 image1.png