C250310_PP_05-11-26-APPROVED.pdf

Revised: 07/20/2010

INTEROFFICE MEMO

Date: May 11, 2026

To: Kristopher Hewkin, Senior Marketing Specialist, Rideshare

From: Rhea Aninzo, Contract Administrator, CAMM

Subject: PROCUREMENT PLAN – RFP 250310 “Ridership Program

Consulting Services”

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: 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 services to support the Employer Transportation Survey / Average Vehicle Ridership (AVR) Calculation, one of the key services the OCTA provides for its Rideshare Program.

Evaluation Criteria:

PROPOSAL WEIGHT

Qualifications of the Firm 30%

Staffing/Project Organization 25%

Work Plan 20%

Cost 25%

Justification:

Qualifications of the firm is weighted the highest at thirty percent (30%) as firms must demonstrate relevant experience to perform employer transportation survey administration, AVR calculations, and related data processing services as specified in the Scope of Work. Staffing and project organization is weighted at twenty-five percent (25%) to ensure the proposed team has the necessary expertise to perform the required services. Work plan is weighted at twenty percent (20%) as the firm’s proposed approach should clearly demonstrate how it will effectively complete all tasks. Cost and price is weighted at twenty-five percent (25%) to ensure OCTA receives the best value for the services provided.

Contract Type: Time & Expense CTO-Based 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.

Retention: Yes % No N/A

Procurement Plan, RFP 250310

Revised: 0720/2010

Prevailing Wages: Yes $ No N/A

Liquidated Damages: Yes $ No N/A

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

Procurement Schedule: Attached

Suggested Evaluation Team Members:

Internal Evaluators:

Kristopher Hewkin, Senior Marketing Specialist, Rideshare Zully Villegas, Transportation Analyst, Planning & Analysis Jennifer Beaver, Principal Marketing Specialist, Marketing & Customer Engagement

Contract Term: (Include Option Years)

Two (2)-year term effective September 1, 2026 – August 30, 2028

Funding Source: Local Measure M Federal, Grant Funded FTA

Dollar Amount: $380,000

Independent Cost Estimate Received: Yes No

Requisition Received: Yes #R001622 No

DBE Goal: Yes No

Project Manager Concurrence:

Kristopher Hewkin, Senior Marketing Specialist, Rideshare Date

CAMM Section/Department Manager Concurrence:

Georgia Martinez, Department Manager, Contracts and Procurement Date

6/1/26