RFP 250342

EXHIBIT A

Sacramento Legislative Advocacy and Consulting Services

Scope of Work

Reporting Relationship

The Executive Director of Government Relations and Manager of State and Federal Relations and/or their designee(s) will be the key contacts and will coordinate the work of the CONSULTANT. The Orange County Transportation Authority (OCTA), at its sole discretion, may enter into more than one contract with additional firms with a Reporting Relationship of:

OCTA Board of Directors

OCTA

Legislative Committee

OCTA

Executive Management and Staff

Principal Sacramento Representative (Lead Firm)

Specialized Sacramento Representative (if needed)

Administration, Agencies, Majority or Minority Leadership, California Transportation Commission, Caltrans, Public Utilities Commission, Air Resources Board, Coastal Commission, etc.

Role of the CONSULTANT

Under the direction of the Executive Director of Government Relations and Manager of State and Federal Relations and/or their designee(s), the CONSULTANT shall be responsible for implementing the objectives described below.

Requirements

Applicant, and designated legislative advocate(s), must be registered with the Secretary of State as an active lobbyist, and be in good standing with the Fair Political Practices Commission.

Objectives

Objective 1: Maintain regular contact with the Governor’s office; members of the Legislature and committee staff; and state departments, agencies, boards, commissions, committees, and staff to determine impending changes in laws, regulations, and funding priorities that relate to the OCTA.

• Meet with members of the Governor’s office and Legislature to discuss policy issues affecting OCTA.

• Meet with members and staff of state agencies on issues that could impact the programming, delivery and funding of OCTA projects and services, including the California Transportation Commission; California State Transportation Agency;

California Department of Transportation; and the California Air Resources Board.

• Track and attend meetings and actions by state agencies directly impacting transportation, including those associated with the Department of Finance;

California Department of Tax and Fee Administration; Office of Land Use and Climate Innovation; California State Transportation Agency, Department of Transportation; California High-Speed Rail Authority; California Highway Patrol;

California Department of Motor Vehicles; California Public Utilities Commission;

California Environmental Protection Agency; and California Air Resources Board

Objective 1 Deliverable:

• Electronic reports detailing meetings with legislative and administrative offices and key issues discussed.

• Schedule meetings with members of the Legislature, Governor, and Administration.

• Attend any meetings with legislative staff, Member of the Legislature and/or members of the Administration directed by OCTA staff on key issues of importance.

Objective 2: Notify OCTA of anticipated, newly introduced or amended state legislation and proposed regulations, which could impact OCTA.

• Provide bill number and brief summary of introduced or amended state legislation via e-mail.

• Provide information relative to legislative hearings.

• Provide information on bills’ sponsors, supporters, and opponents.

• Notify OCTA of any deadlines, and make strategic recommendations related to such.

• Advise OCTA of proposed transportation, environmental, employment, and safety related legislation and regulations which could impact OCTA and provide copies as requested.

Objective 2 Deliverables:

• Copies of proposed legislation and regulations as requested.

• Electronic notification of introduced bills and amendments, with summaries.

• Notification of legislative hearings.

Objective 3: Advocate consistent with OCTA’s legislative program and positions on proposed legislation and regulations, including funding and transportation programming priorities as adopted by the Board.

• Participate in the preparation of OCTA’s legislative program by informing staff of upcoming legislative proposals, budget forecasts, and potential policy issues.

• Assist in securing authors and drafting language for sponsor bills.

• Assist in drafting amendments to legislation and regulations.

• Build coalitions to support OCTA’s positions on significant legislation.

• Testify on behalf of OCTA on Board-adopted positions on legislation at committee and floor hearings, as appropriate.

• Provide copies of all written correspondence, testimony, and position papers given on behalf of OCTA.

• Participate in transit and transportation lobbying coalitions.

• Analyze and prepare advice on the proposed state budget as it relates to transportation, including, but not limited to, identifying decreases/increases in existing programs, new funding sources, and strategies to enhance transportation funding for OCTA.

Objective 3 Deliverables:

• Copies of all written correspondence, testimony, and position papers given on behalf of OCTA.

• Participation in strategy meetings for the legislative platform, bill proposals, and coalition coordination.

• Budget analyses.

Objective 4: Provide written and oral reports.

• While the Legislature is in session, highlight significant transportation and related issues in Sacramento of importance to OCTA as needed.

• Submit a monthly written report of advocacy activities and accomplishments.

• As needed, present an in-person report to the Board or the Legislative Committee during a regular meeting. At least one in-person meeting should occur to develop legislative strategy.

• Once per month, participate via telephone or video conference in the Legislative Committee meeting or other designated committee of the Board.

• Maintain close contact with the Executive Director of Government Relations and/or Manager of State and Federal Relations, or their designee(s) on issues of importance, which may include scheduling of regular check-in calls.

• Provide electronic updates via e-mail to designated recipients on meetings of the Legislature, transportation issues of importance, press releases, and other issues of importance to OCTA.

Objective 4 Deliverables:

• Written reports highlighting significant transportation and related developments in Sacramento, as needed.

• Monthly written report of advocacy activities and accomplishments.

• As needed, oral presentations to the Board or Legislative Committee.

• As needed, an in-person legislative strategy session with Members of the Board of Directors.

• Monthly conference calls with the Legislative Committee or other designated committee.

• Electronic updates on issues of importance.

Objective 5: Maintain Sacramento office.

• Maintain an office in Sacramento, convenient to the State Capitol.

• Provide briefings at office prior to meetings at the Capitol.

• Have available an office for use by Board Members and staff while performing OCTA business in Sacramento.

Objective 5 Deliverable:

• Office in Sacramento.

Objective 6: Provide monthly invoices of services.

• Provide a written summary of meetings attended on behalf of OCTA.

• Provide a list of issues advocated during the month and status.

Objective 6 Deliverable:

• Monthly invoice that includes a written summary of meetings attended on behalf of OCTA and a list and status of the issues advocated for OCTA during the month.

LIMITATION ON GOVERNMENTAL DECISIONS

Nothing contained in this scope of work permits Consultant personnel to 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. In addition, Consultant’s personnel shall 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.