C250352_RM_Approval.pdf
PDF 205 KB Posted
- Attached to
- Sales Tax Audit and Recovery Services
- Solicitation number
- 250352
- Issued by
- Orange County, California
About this file
This is an email correspondence regarding risk management approval for RFP 250352 between the Orange County Transportation Authority (OCTA) Contracts Administration and Materials Management department and the Risk Management division. The RFP seeks qualified consultants to provide sales tax audit and recovery services for a five-year term. Michael Cardozo, Senior Contract Administrator, submitted a memo, Statement of Work, and insurance requirement documentation to Regie Peaslee, Senior Claims Representative for Risk Management, for review and approval. Peaslee reviewed the agreement language, coverage requirements, and insurance provisions and approved them on June 2, 2026, authorizing Cardozo to proceed with the RFP process.
The email exchange focuses exclusively on insurance and risk management requirements for the contract, with no specific pricing terms, set-asides, or funding information disclosed in this correspondence. The approval indicates that the insurance and coverage specifications for the selected consultant have been finalized and meet OCTA's risk management standards, clearing the path for contract execution or further procurement procedures.
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Other files
| File | Type | Posted |
|---|---|---|
| Sales_Tax_Audit_and_Recovery_Services.pdf | ||
| C250352_Exhibit_C_Agreement.pdf | ||
| C250352_Exhibit_C_Agreement_GMEDITS.pdf | ||
| C250352_PP_GMEDITS.pdf | ||
| C250352_Exhibit_A_SOW.pdf | ||
| C250352_PP_RA_Signature.pdf | ||
| C250352_Public_Notice_Proof.pdf | ||
| C250352_Form_700.pdf | ||
| C250352_Exhibit_B_Price_Summary_Sheet.pdf | ||
| C250352_Insurance_Indemnification_Memo.docx | DOCX document | |
| C250352_PP.pdf | ||
| C250352_Exhibit_D_Safety_Specifications.pdf | ||
| C250352_Public_Notice.doc | DOC document | |
| C250352_SOWV.pdf | ||
| C250352_REQR002022.pdf | ||
| C250352_PS.pdf | ||
| RFP_Intake_Questions_Completed.docx | DOCX document |
Show all 17
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Text version
From: Regie Peaslee To: Michael Cardozo Subject: RE: Review for Insurance for RFP 250352 Sales Tax Audit and Recovery Services: Risk Review Date: Tuesday, June 2, 2026 8:25:13 AM
Good Morning Michael:
Thanks for the agreement, SOW and insurance requirement memo.
I have reviewed the language and coverages, and I agree. Please continue!
Thanks again, Regie Peaslee Senior Claims Representative, Risk Management Orange County Transportation Authority Tel # 714-560-5851 Rpeaslee@octa.net
From: Michael Cardozo <mcardozo@octa.net> Sent: Monday, June 1, 2026 5:09 PM To: Regie Peaslee <rpeaslee@octa.net> Subject: Review for Insurance for RFP 250352 Sales Tax Audit and Recovery Services
Hello Regie, Please review the attached memo and SOW and let me know if I should remove or add any requirements. The firm will provide Sales Tax Audit and Recovery Services.
I’ve attached the previous agreement as well for your reference.
Thank you, Michael Cardozo | Senior Contract Administrator Contracts Administration and Materials Management Orange County Transportation Authority ( 714.560.5627 550 South Main Street | PO Box 14184 | Orange, CA 92863-1584 mailto:rpeaslee@octa.net mailto:mcardozo@octa.net mailto:Rpeaslee@octa.net
File details come from the government source that posted it. Updated .