C250231_Form_700_Review.pdf

Ellis Hoskin

From: Georgia Martinez Sent: Tuesday, February 10, 2026 11:32 AM To: Ellis Hoskin Subject: FW: Form 700 Review: RFP 250198 OC ACCESS Paratransit Contract Assessment

Hi Ellis, Please save this email from legal in the contract file.

Thank you, Georgia Martinez Department Manager, Contracts and Procurement Contracts Administration and Materials Management Orange County Transportation Authority

714.560.5605 | 714.560.5792 550 South Main Street | PO Box 14184 | Orange, CA 92863-1584

From: James M. Donich <jdonich@woodruff.law> Sent: Tuesday, February 10, 2026 9:42 AM To: Georgia Martinez <gmartinez@octa.net> Subject: Re: Form 700 Review: RFP 250198 OC ACCESS Paratransit Contract Assessment

I have reviewed the SOW for RFP 25-0198 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: Georgia Martinez <gmartinez@octa.net> Sent: Monday, February 9, 2026 1:52 PM To: James M. Donich <jdonich@woodruff.law> Subject: FW: Form 700 Review: RFP 250198 OC ACCESS Paratransit Contract Assessment

Hi James, As part of the Form 700 procedures that CAMM is required to follow as a result of an Internal Audit, attached please find the scope of work for the “OC ACCESS Paratransit Contract Assessment” for your review. This is a professional services procurement and will be issued as a time and expense type contract for a consultant to perform OC ACCESS Paratransit contract assessment.

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, Georgia Martinez Department Manager, Contracts and Procurement

Contracts Administration and Materials Management Orange County Transportation Authority

714.560.5605 | 714.560.5792 550 South Main Street | PO Box 14184 | Orange, CA 92863-1584

From: Ellis Hoskin <ehoskin@octa.net> Sent: Thursday, February 5, 2026 4:18 PM To: Georgia Martinez <gmartinez@octa.net> Subject: Form 700 Review: RFP 250198 OC ACCESS Paratransit Contract Assessment

Hi Georgia, Please see the attached SOW for the subject referenced RFP for form 700 review.

Thank you, Ellis Hoskin | Senior Contract Administrator Contracts Administration and Materials Management Orange County Transportation Authority

(714) 560-5551 550 South Main Street | PO Box 14184 | Orange, CA 92863-1584 CAMM - Procurement with Integrity

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