C250214_PM_Correspondence.pdf

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From: Eric Peterson To: Sunil Chettiar; Trevor Worthy Cc: Trevor Johnson; Darren Hiraoka Subject: RE: Requisition R001097 - Bus Scaffolding Date: Tuesday, March 10, 2026 8:39:05 AM

Hello Trevor.

The commodity code will be 340 – Bus Accessibility Equipment. The IFB time schedule also works for me.

Thank you, Eric R. Peterson TTS Supervisor Orange County Transportation Authority Epeterson1@octa.net 714-668-4523

From: Sunil Chettiar <schettiar@octa.net> Sent: Monday, March 9, 2026 8:02 AM To: Trevor Worthy <tworthy@octa.net>; Eric Peterson <epeterson1@octa.net> Cc: Trevor Johnson <TJohnson@octa.net>; Darren Hiraoka <dhiraoka@octa.net> Subject: Re: Requisition R001097 - Bus Scaffolding

Trevor, PS looks good .

Eric, Please go through commodity codes and pick appropriate one.

Thanks

From: Trevor Worthy <tworthy@octa.net> Sent: Monday, March 9, 2026 6:47:43 AM To: Sunil Chettiar <schettiar@octa.net>; Eric Peterson <epeterson1@octa.net> mailto:epeterson1@octa.net mailto:schettiar@octa.net mailto:tworthy@octa.net mailto:tjohnson@octa.net mailto:dhiraoka@octa.net mailto:Epeterson1@octa.net mailto:tworthy@octa.net mailto:schettiar@octa.net mailto:epeterson1@octa.net mailto:TJohnson@octa.net mailto:dhiraoka@octa.net

Hello Sunil, Upon further review, this requisition may be awarded utilizing an invitation for bids (IFB), which will reduce the procurement time and eliminate the need for an evaluation panel.

The revised procurement schedule is attached.

I have also attached a list of commodity codes. Please confirm which code this procurement belongs to, as the relevant safety specifications must be attached to the

IFB.

Thank You, Trevor Worthy Senior Contract Administrator Contracts Administration and Materials Management Orange County Transportation Authority ( 714.560.5694 550 South Main Street | PO Box 14184 | Orange, CA 92863-1584

From: Trevor Worthy Sent: Tuesday, March 3, 2026 10:50 AM To: Darren Hiraoka <dhiraoka@octa.net>; Sunil Chettiar <schettiar@octa.net>; Eric Peterson <epeterson1@octa.net> Cc: Trevor Johnson <tjohnson@octa.net>

Hi Darren

Are you able to complete the training during the month of March? I anticipate proposals being received in April or May.

Trevor Worthy Senior Contract Administrator Contracts Administration and Materials Management Orange County Transportation Authority mailto:tjohnson@octa.net

From: Darren Hiraoka <dhiraoka@octa.net> Sent: Tuesday, March 3, 2026 10:04 AM To: Sunil Chettiar <schettiar@octa.net>; Trevor Worthy <tworthy@octa.net>; Eric Peterson <epeterson1@octa.net> Cc: Trevor Johnson <TJohnson@octa.net>

I have not receive the mandatory evaluation committee training.

Darren Hiraoka Transit Technical Services Supervisor Orange County Transportation Authority v phone ' (714) 668-4530 fax 7 (714) 668-4713 e-mail * dhiraoka@octa.net

Sent: Tuesday, March 3, 2026 9:46 AM To: Trevor Worthy <tworthy@octa.net>; Eric Peterson <epeterson1@octa.net>

Darren works for me. Can you add him in my place?

Thanks

From: Trevor Worthy <tworthy@octa.net> Sent: Tuesday, March 3, 2026 7:56 AM To: Sunil Chettiar <schettiar@octa.net>; Eric Peterson <epeterson1@octa.net>

Hello Sunil

I am currently preparing the procurement plan and schedule. I will forward them both to Eric upon completion.

Are you able to provide an alternate for the evaluation committee? The org chart shows that Eric is your direct report; if so, you both cannot be on the same panel.

mailto:tworthy@octa.net mailto:epeterson1@octa.net mailto:TJohnson@octa.net mailto:dhiraoka@octa.net mailto:schettiar@octa.net mailto:tworthy@octa.net mailto:epeterson1@octa.net mailto:TJohnson@octa.net mailto:dhiraoka@octa.net mailto:tworthy@octa.net mailto:schettiar@octa.net mailto:TJohnson@octa.net

Sent: Monday, March 2, 2026 5:07 PM To: Trevor Worthy <tworthy@octa.net>; Eric Peterson <epeterson1@octa.net>

Any update where we stand on this project?

Thanks

From: Sunil Chettiar Sent: Friday, February 27, 2026 9:41 AM To: Trevor Worthy <tworthy@octa.net>; Eric Peterson <epeterson1@octa.net>

It doesn’t qualify for public works.

Thanks

From: Trevor Worthy <tworthy@octa.net> Sent: Friday, February 27, 2026 9:02 AM To: Sunil Chettiar <schettiar@octa.net>; Eric Peterson <epeterson1@octa.net>

Hi Sunil

I would like to follow up on my question below regarding Public Works.

From: Trevor Worthy Sent: Friday, February 20, 2026 2:22 PM To: Sunil Chettiar <schettiar@octa.net>; Eric Peterson <epeterson1@octa.net> mailto:tworthy@octa.net mailto:epeterson1@octa.net mailto:TJohnson@octa.net mailto:tworthy@octa.net mailto:epeterson1@octa.net mailto:tjohnson@octa.net mailto:tworthy@octa.net mailto:schettiar@octa.net mailto:epeterson1@octa.net mailto:TJohnson@octa.net mailto:schettiar@octa.net mailto:tjohnson@octa.net

Thanks, Sunil. I see that you and Trevor have completed the training.

Will the subject procurement qualify as Public Works? That determines whether an IFB or RFP will be utilized – and if the item must be presented to the Board.

From: Sunil Chettiar <schettiar@octa.net> Sent: Friday, February 20, 2026 11:58 AM To: Trevor Worthy <tworthy@octa.net>; Eric Peterson <epeterson1@octa.net>

Trevor – I meant Trevor Johnson….

From: Sunil Chettiar Sent: Friday, February 20, 2026 11:57 AM To: Trevor Worthy <tworthy@octa.net>; Eric Peterson <epeterson1@octa.net>

Eric will need training.

Trevor – I put you on the evaluation committee for scaffolding. I think you already might have already taken the training…Please let me know.

Thanks

From: Trevor Worthy <tworthy@octa.net> Sent: Friday, February 20, 2026 11:06 AM To: Eric Peterson <epeterson1@octa.net> Cc: Sunil Chettiar <schettiar@octa.net>

Thanks Eric. Per the price summary sheets, I will proceed with a firm-fixed price procurement.

Have all evaluation committee members completed the required evaluation committee training?

Trevor Worthy mailto:epeterson1@octa.net mailto:TJohnson@octa.net mailto:tworthy@octa.net mailto:epeterson1@octa.net mailto:tjohnson@octa.net mailto:tworthy@octa.net

Senior Contract Administrator Contracts Administration and Materials Management Orange County Transportation Authority

From: Eric Peterson <epeterson1@octa.net> Sent: Thursday, February 19, 2026 10:21 AM To: Trevor Worthy <tworthy@octa.net>

Hello Trevor, Attached are the pricing summary sheets, one is for Santa Ana Base and the other is for Garden Grove Base.

Thank you, Eric R. Peterson TTS Supervisor Orange County Transportation Authority

From: Eric Peterson Sent: Tuesday, February 10, 2026 1:02 PM To: Trevor Worthy <tworthy@octa.net>

I will be working on the price summary sheet.

1. Funding source mailto:schettiar@octa.net mailto:Epeterson1@octa.net

The funding for this procurement will come from local funds.

2. The evaluation committee members:

? Sunil Chettiar, Section Manager Sr.

? Trevor Johnson, Facilities Section Manager ? Eric Peterson, TTS Supervisor

3. We would like the agreement to be effective for (2) two years. There will be no option terms.

4. Pre-Proposal Conference

We would like to hold a pre-proposal conference, if it involves vendor participation.

5. Payments terms: Vendor payments will be structured as follows:

? 50% upfront ? 50% upon completion, as outlined in the vendor’s quote

Thank you, Eric R. Peterson TTS Supervisor Orange County Transportation Authority

Sent: Monday, February 9, 2026 7:47 AM To: Eric Peterson <epeterson1@octa.net>

Thanks, Sunil.

Eric – please provide responses to the following, regarding the subject RFP. Thanks!

1. Please provide a price summary sheet

2. Is the funding for these items local, Measure M, or Federal?

3. Please identify (name, title, and department) at least three (3) evaluators for the evaluation committee

4. How long would you like the agreement to be effective? Any option terms? (Please include number and length of options, if so)

5. Is a pre-proposal conference necessary?

6. Will this procurement be structured as a Firm Fixed Price contract? If yes, please indicate whether retention will be required for progress payments. If retention is requested, provide the proposed retention percentage and justification.

Trevor Worthy Senior Contract Administrator Contracts Administration and Materials Management Orange County Transportation Authority

Sent: Thursday, February 5, 2026 1:16 PM To: Trevor Worthy <tworthy@octa.net>; Eric Peterson <epeterson1@octa.net>

Eric would be the PM.

Thanks mailto:schettiar@octa.net

Sent: Thursday, February 5, 2026 8:28 AM To: Eric Peterson <epeterson1@octa.net>

Hi Eric. I am preparing the procurement plan and schedule.

Are you the PM for R001097, or is it Sunil?

From: Eric Peterson <epeterson1@octa.net> Sent: Thursday, January 29, 2026 7:54 AM To: Trevor Worthy <tworthy@octa.net>

Per our conversation, the vendor will include and provide training as outlined in the scope of work, we will not need to have a staff evaluation.

Thank you, Eric R. Peterson TTS Supervisor Orange County Transportation Authority

Sent: Tuesday, January 27, 2026 7:55 AM To: Eric Peterson <epeterson1@octa.net>

Hi Eric, Given that the procurement will be less than or equal to $500,000, a staff report is not required.

mailto:schettiar@octa.net mailto:epeterson1@octa.net mailto:tworthy@octa.net mailto:schettiar@octa.net mailto:Epeterson1@octa.net mailto:tworthy@octa.net

I see that the SOW contains training requirements. Should price be the only evaluation factor, or would you like staff to be evaluated, as well?

From: Eric Peterson <epeterson1@octa.net> Sent: Monday, January 26, 2026 10:21 AM To: Trevor Worthy <tworthy@octa.net>

The ideal award date would be April 2026. Also, will this require a staff report?

Thank you, Eric R. Peterson TTS Supervisor Orange County Transportation Authority

Sent: Wednesday, January 21, 2026 3:24 PM To: Eric Peterson <epeterson1@octa.net>

Thank you, Eric.

What is your ideal award date for the scaffolding systems? I would like to consider the date as I compose the procurement schedule.

Thanks!

From: Eric Peterson <epeterson1@octa.net> Sent: Tuesday, January 20, 2026 3:13 PM To: Trevor Worthy <tworthy@octa.net> mailto:schettiar@octa.net mailto:Epeterson1@octa.net mailto:tworthy@octa.net mailto:epeterson1@octa.net mailto:schettiar@octa.net

Subject: Requisition R001097 - Bus Scaffolding

I have attached the following documents in support of the requisition for the purchase of two (2) 40-foot bus scaffolding systems:

1. Scope of Work

2. Scope of Work Verification

3. Independent Cost Estimate

4. Quotes from three different scaffolding vendors

5. A statement noting that we have no previous contracts for this type of equipment— this will be OCTA’s first procurement of a bus scaffolding system

Please let me know if you need any additional information or if further documentation is required to move forward.

Thank you, Eric R. Peterson TTS Supervisor Orange County Transportation Authority mailto:Epeterson1@octa.net