C250192_PS.docx

This is an interoffice memorandum documenting the procurement plan and schedule for RFP 250192, "Enterprise Asset Management (EAM) Phase 2," issued by the Orange County Transportation Authority (OCTA) in California. The RFP seeks qualified consultants to provide an Enterprise Asset Management System Phase 2 with a two-year contract term. The procurement schedule establishes key milestones beginning with Board approval and RFP release on April 13, 2026, followed by advertisement on April 13 and 20, 2026. A pre-proposal conference is scheduled for April 21, 2026, at 1:30 p.m., with written questions from proposers due by April 28, 2026, and OCTA's responses provided by May 5, 2026. Offers are due on May 12, 2026, at 2:00 p.m., followed by a pre-evaluation meeting at 4:00 p.m. the same day. Proposal evaluation and interviews are scheduled for June 3, 2026, from 9:00 a.m. to 3:00 p.m., with Best and Final Offers (BAFOs) due by June 4, 2026, if needed. Board approval of the selected consultant is anticipated on July 27, 2026, with contract execution targeted for September 1, 2026.

The project budget is $1,500,000 for the two-year contract term. The procurement document establishes a structured review process involving multiple levels of approval, including meetings with the CAMM (Contract Administration and Management), Finance and Administration Committee, and Board of Directors. The schedule incorporates standard procurement phases including staff report submissions to the Project Manager, CAMM staff review, CEO and Chief Operating Officer approvals prior to final board approval. No other salient information regarding pricing terms, set asides, incumbents, or funding sources is provided in this procurement plan document.