C250342_PP.pdf

Revised: 07/20/2010

INTEROFFICE MEMO

Date: May 15, 2026

To: Kristin Jacinto, Executive Director, State and Federal Relations

From: Georgia Martinez, Department Manager, Procurement

Subject: PROCUREMENT PLAN – RFP 250342 “State Legislative

Advocacy and Consulting Services”

Please review the procurement plan for the subject RFP and advise your concurrence with the evaluation criteria and contract elements. Include suggested evaluation team members and/or comments.

Procurement Type: RFP IFB

Justification: A Request for Proposals (RFP) was issued as the nature of the procurement demands that the evaluation criteria, in addition to price, be used to select a consultant to provide federal legislative advocacy and consulting services.

Evaluation Criteria:

PROPOSAL WEIGHT

Qualifications of the Firm 25%

Staffing and Project Organization 35%

Work Plan 25%

Cost 15%

Justification: Qualifications of the firm is weighted at 25 percent as it is important because the firm must show that it has performed these services for other similar clients and has the necessary access to the state legislators and their staff. Staffing is weighted highest at 35 percent as it is the most critical element to the success of these services. The key personnel must be knowledgeable of the political and economic climate and the ongoing transportation issues that face California. The work plan is also weighted at 25 percent as the firms must demonstrate that the firm has a good understanding of OCTA’s needs and be able to advocate on OCTA’s behalf. Finally, cost and price is weighted at 15 percent as firms must demonstrate that they can perform the services at maximum cost efficiencies to ensure that OCTA receives value for the services provided.

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

Justification: The contract type is firm fixed price because the firms will be asked to propose a fixed monthly rate to provide state advocacy and consulting services.

Retention: Yes % No N/A

Procurement Plan, RFP 250342

Revised: 07/09//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:

5 members are required over $500k

Evaluators:

Georgia Martinez, CAMM (non-voting member) Kristin Jacinto, State and Federal Darrell Johnson, Chief Executive Officer Jamey Federico, Chair of Board of Directors Fred Jung, Vice Chair of Board of Directors Don Wagner, Chair of Legislative Committee

External Evaluators: NONE

Contract Term: (Include Option Years): Two-year initial term, two, two-year option terms

Funding Source: Local Measure M Federal (FHWA)

Dollar Amount: Initial Term $ 456,000 First Option Term $456,000 Second Option Term $456,000

Independent Cost Estimate Received: Yes No

Requisition Received: Yes R001950 No

DBE Goal: Yes No

Project Manager Concurrence:

Kristin Jacinto, Executive Director, State and Federal Date

CAMM Section/Department Manager Concurrence:

Georgia Martinez, Department Manager, CAMM Date