C250202_Form_700_Review_Review_02-04-26.pdf
PDF 1 MB Posted
- Attached to
- OC Bus Customer Satisfaction Survey
- Solicitation number
- 250202
- Issued by
- Orange County, California
About this file
This is a Form 700 Review document related to the Orange County Transportation Authority's OC Bus Customer Satisfaction Survey procurement in California. The document appears to be an administrative review form dated February 4, 2026, associated with a competitive solicitation for qualified consultants to develop, conduct, analyze, and report on a customer satisfaction survey for Orange County's bus system. The project is structured as a one-year term contract with a budget allocation of $150,000.
The Form 700 Review serves as a compliance and disclosure verification document, likely used to ensure that respondents and evaluators have properly completed conflict-of-interest disclosure forms as required by California law. This review process is standard protocol for state and local government procurements and helps maintain transparency and ethical standards in the bid evaluation process. The specific details regarding proposal submission deadlines, bid conference dates, or award timelines are not evident from this particular review document, which functions primarily as an administrative checkpoint rather than a comprehensive solicitation notice.
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Text version
Rhea Aninzo
From: James M. Donich <jdonich@woodruff.law> Sent: Wednesday, February 4, 2026 10:56 AM To: Iris Deneau Cc: Rhea Aninzo Subject: Re: Form 700 Review: RFP 250202 "OC Bus Customer Satisfaction Survey"
I have reviewed the SOW for OC Bus Customer Satisfaction Survey 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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From: Iris Deneau <ideneau@octa.net> Sent: Wednesday, February 4, 2026 10:43 AM To: James M. Donich <jdonich@woodruff.law> Cc: Rhea Aninzo <raninzo@octa.net> Subject: FW: Form 700 Review: RFP 250202 "OC Bus Customer Satisfaction Survey"
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 OC Bus Customer Satisfaction Survey. 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: Wednesday, February 4, 2026 9:46 AM To: Iris Deneau <ideneau@octa.net> Subject: Form 700 Review: RFP 250202 "OC Bus Customer Satisfaction Survey"
Hi Iris, Please find the attached scope of work for Form 700 review.
Thank you, Rhea
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