C250202_PP_02-19-26.docx

INTEROFFICE MEMO

Procurement Plan, RFP 250202

Date: February 19, 2026

To: Ryan Maloney, Section Manager, Marketing and Customer Service

From: Rhea Aninzo, Contract Administrator, CAMM

Subject: PROCUREMENT PLAN – RFP 250202 “OC Bus Customer Satisfaction Survey”

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 the highest at thirty percent (30%) as firms must have a demonstrated track record in creating, organizing, conducting, analyzing, and reporting both qualitative and quantitative research related to transportation and regional and local public policy issues. Staffing and project organization is weighted at twenty percent (20%) a to ensure the proposed team has demonstrated experience in quantitative research, sampling methodology, and survey development and administration. Work plan is weighted twenty percent (20%) as the firm’s proposed approach should clearly demonstrate how it will successfully complete the scope of work. Cost and price is weighted at twenty-five percent (25%) to ensure OCTA receives the best value for the services.

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

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

The contract type is firm-fixed price as the RFP has a specific Scope of Work detailing individual tasks.

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

Procurement Schedule: |X| Attached

Suggested Evaluation Team Members:

Internal Evaluators:

Ryan Maloney, Section Manager, Marketing and Customer Service Christina Perez, Senior Employee Relations Representative, Human Resources Comment by Rhea Aninzo: Will need to complete eval committee training. Will let her know to contact Marjorie.

Kevin Khouri, Transportation Analyst, Transit Service Planning

Contract Term: (Include Option Years)

One (1)-year term

Funding Source: |X| Local |_| Measure M |_| Federal

Dollar Amount: $150,000

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

Requisition Received: |X| Yes #R001352 |_| No

DBE Goal: |_| Yes |X| No

Project Manager Concurrence:

CAMM Section/Department Manager Concurrence:

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