C250192_PP.docx
DOCX document 44 KB Posted
- Attached to
- Enterprise Asset Management Phase 2
- Solicitation number
- 250192
- Issued by
- Orange County, California
About this file
This is a Procurement Plan and Schedule memo from the Orange County Transportation Authority (OCTA) for RFP 250192 concerning the Enterprise Asset Management System Phase 2. The project seeks qualified consultants to implement an Enterprise Asset Management (EAM) system, with deliverables and tasks specified in the detailed Scope of Work. The contract term is two years, effective September 1, 2026 through August 31, 2028. The procurement plan designates this as a Request for Proposals rather than an Invitation for Bid due to the requirement for evaluation criteria beyond price in consultant selection.
The contract is structured as a firm-fixed-price engagement with a total budget of $1,500,000 for the initial two-year term. Evaluation will be weighted as follows: Qualifications of the Firm (25 percent), Staffing and Project Organization (20 percent), Work Plan (30 percent), and Cost (25 percent). No retention, prevailing wage, liquidated damages, or Disadvantaged Business Enterprise (DBE) goals apply to this contract. The evaluation team consists of five internal OCTA members: Gina Torres (Senior Contract Administrator), Cheryl Larson (Senior Project Manager), Mike Henry (Senior Section Manager), Tamika Wright (Section Manager III), and Fermin Mora (Section Manager III). Funding is sourced locally, with independent cost estimates and Scope of Work verification forms completed prior to procurement.
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Text version
INTEROFFICE MEMO
Procurement Plan and Schedule, RFP 250192
Date: March 20, 2026
To: Cheryl Larson, Senior Project Manager - Consultant, Finance and Administration
From: Gina Torres, Senior Contract Administrator, CAMM
| Subject: | PROCUREMENT PLAN AND SCHEDULE |
| RFP 250192 “Enterprise Asset Management System” |
Please review the procurement plan for the subject RFP and advise your concurrence with the evaluation criteria and contract elements. Include suggested evaluation team members and/or comments.
Procurement Type: |X| RFP |_| IFB
Justification: A Request for Proposals (RFP) was issued as the nature of the requirement demands that evaluation criteria, in addition to price, be used to select a consultant.
Evaluation Criteria:
| PROPOSAL |
| WEIGHT |
| Qualifications of the Firm |
| 25% |
| Staffing/Project Organization |
| 20% |
| Work Plan |
| 30% |
| Cost |
| 25% |
Justification: Qualifications of the firm is weighted at 25 percent as the firm must demonstrate it has prior experience providing similar services. Staffing and project organization is weighted at 20 percent to ensure the firm’s staff have the requisite expertise for completing the project of similar size. Work plan is weighted the highest at 30 percent to ensure the firm’s approach and EAM system phase 2 meet OCTA’s asset management requirements. Cost and price are weighted at 25 percent to ensure OCTA receives value for the services provided.
Contract Type: |_| Time & Expense |_| CTO-Based |X| Firm Fixed Price
Justification: The contract type is firm-fixed because the firms are requested to propose fixed prices for the efforts specified in the Scope of Work. The RFP has a specific Scope of Work detailing individual tasks and deliverables; therefore, a firm-fixed price contract shall be used.
| Retention: |
| |_| Yes |
| % |
| |X| No |
| |_| N/A |
| Prevailing Wages: |
| |_| Yes |
| $ |
| |_| No |
| |X| N/A |
| Liquidated Damages: |
| |_| Yes |
| $ |
| |_| No |
| |X| N/A |
P.M. to provide support documentation identifying how the LD amount was established.
Suggested Evaluation Team Members:
5 members are required over $250k
Internal Evaluators:
Gina Torres, Senior Contract Administrator, CAMM Cheryl Larson, Senior Project Manager - Consultant, Information Technology Project Management Office Mike Henry, Senior Section Manager, Enterprise Computer Solution & Support Tamika Wright, Section Manager III, OC Streetcar Operations Fermin Mora, Section Manager III, Contract Services Maintenance Oversight
Contract Term: Two (2)-year Term effective September 1, 2026 through August 31, 2028
Funding Source: |X| Local |_| Measure M |_| Federal (CMAQ)
Dollar Amount: |X| Initial Term $1,500,000 |_| Option Term $
Independent Cost Estimate Received: |X| Yes |_| No
Scope of Work Verification Form Received: |X| Yes |_| No
Requisition Received: |X| Yes R000680 |_| No
DBE Goal: |_| Yes |X| No
Project Manager Concurrence:
| ________________________________________ | ______________ |
| Charyl Larson, Senior Project Manager - Consultant, Information Technology | Date |
Project Management Office
CAMM Section/Department Manager Concurrence:
| __________________________________ | ______________ | |
| Pia Veesapen, Department Manager, CAMM | Date |
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