C250192_Form_700_Legal_Counsel_Response_03-18-26.pdf

Gina Torres

From: Georgia Martinez Sent: Tuesday, March 17, 2026 3:38 PM To: Gina Torres Subject: FW: 700 Form - RFP 250192 Enterprise Asset Management Phase 2

Hi Gina, Legal’s response is below.

Thank you, Georgia Martinez Department Manager, Contracts and Procurement Contracts Administration and Materials Management Orange County Transportation Authority

714.560.5605 | 714.560.5792 550 South Main Street | PO Box 14184 | Orange, CA 92863-1584

From: James M. Donich <jdonich@woodruff.law> Sent: Tuesday, March 17, 2026 3:27 PM To: Georgia Martinez <gmartinez@octa.net> Subject: Re: 700 Form - RFP 250192 Enterprise Asset Management Phase 2

I have reviewed the SOW for RFP 25-0192 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

James M. Donich Shareholder D: 714-415-1015 jdonich@woodruff.law 555 Anton Boulevard, Suite 1200 Costa Mesa, California 92626 Celebrating 50 years of excellence www.woodruff.law

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On Mar 17, 2026, at 2:24 PM, Georgia Martinez <gmartinez@octa.net> wrote:

Hi James, As part of the Form 700 procedures that CAMM is required to follow as a result of an Internal Audit, attached please find the scope of work for the “Enterprise Asset Management Phase 2” for your review. This is a professional services procurement and will be issued as a firm-fixed type contract for a consultant to implement Phase 2 of the EAM system, focused on expanding and refining enterprise functionality to address evolving operational, compliance, governance, and technical requirements across multiple business units.

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, Georgia Martinez Department Manager, Contracts and Procurement Contracts Administration and Materials Management Orange County Transportation Authority

714.560.5605 | 714.560.5792 550 South Main Street | PO Box 14184 | Orange, CA 92863-1584

From: Gina Torres <gtorres@octa.net> Sent: Tuesday, March 17, 2026 1:46 PM To: Georgia Martinez <gmartinez@octa.net> Subject: 700 Form - RFP 250192 Enterprise Asset Management Phase 2

Hi Georgia, Please see attached SOW for RFP 250192 Enterprise Asset Management Phase 2. 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.

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<C250192_Exhibit A, SOW.docx>