C250382_ICE_R002020.pdf
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- Solicitation number
- 250382
- Issued by
- Orange County, California
About this file
This is an Independent Cost Estimate (ICE) prepared by the Orange County Transportation Authority (OCTA) for investment consultant services to support the Authority's Deferred Compensation Plans. The project involves retaining a qualified investment consultant to ensure fiduciary compliance and adherence to the Investment Policy for OCTA's Deferred Compensation Plans. The contract term is five years, with the estimate prepared on April 8, 2026, by Bea Castagna, Section Manager III, Benefits. No specific response dates, site visits, or bidders' conferences are documented in this ICE form.
The total estimated cost for the five-year contract is $225,000, with all costs categorized as materials/services under the line item "Investment Consultant." The estimate is based on the current contract with SageView Advisory Services (Contract No. C-1-3496), providing a historical baseline for the cost projection. No direct labor hours, overhead rates, subcontractor costs, travel expenses, or information technology support costs are itemized in this estimate. The requisition number is R002020, and the procurement is designated as a new contract requiring submission of the ICE, requisition, and scope of work to Contracts Administration & Materials Management (CAMM) before procurement commencement.
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Text version
INDEPENDENT COST ESTIMATE (ICE)
FA-CAMM-006.docm (07/07/10) Page 1 of 3
INSTRUCTIONS
Complete and submit all three pages to Contracts Administration & Materials Management (CAMM), along with your requisition and scope of work. CAMM will not start the procurement until all three documents have been received.
PART I – GENERAL INFORMATION
Project Description: Investment consultant to ensure fiduciary compliance and adherence to the Investment Policy for OCTA Deferred Compensation Plans. Contract will be for 5 years
SHADED AREA FOR PROCUREMENT USE ONLY
Assigned Buyer No.:
D/M/WBE%:
Purchase Requisition No.: R002020
New Contract / Procurement
Contract Amendment Contract / PO No.:
Contract Task Order Contract / PO No.:
Option Term Contract / PO No.:
Date: 4/8/2026
Requestor: Bea Castagna Section Manager III, Benefits Phone Ext.: 5625 Name Title
Signature:
Cost Estimate: $ 225,000.00 (include shipping, handling and taxes, if applicable)
PART II – ESTIMATE GUIDE
Please substantiate the estimate using the following information.
Estimate Type Items to Include Where to Find Supporting Information
Services (Other than A&E)
1. Tasks you want done
2. Types of people needed (i.e., supervisor, administrative assistant, other)
3. Positions required (i.e., Project Manager, Deputy PM, Senior Engineer / Planner, other)
4. Estimated hours by position
5. Salary / billing rates applied
6. Prevailing wage rate category applied
7. Profit / applied fee
8. Direct expenses
9. Completion schedule
1. Current or past contracts for similar services
2. Other properties / departments doing similar work
3. Historical price and cost data
Estimate Guide Continued
FA-CAMM-006.docm (07/07/10) Page 2 of 3
Estimate Type Items to Include Where to Find Supporting Information
Architects, Engineers, Designers
1. Tasks you want done
2. Types of people needed (i.e., engineers, administrative assistant, other)
3. Positions (Project Manager, Deputy PM, Senior Engineer / Planner, other)
4. Estimated hours by position
5. Salary / billing rates applied
6. Profit / applied fee
7. Overhead rate (%)
8. Direct expenses
9. Completion schedule
1. Current or past contracts for similar services
2. Other properties / departments doing similar work
3. Historical price and cost data
Goods/Equipment 1. Product needed
2. Quantity
3. Unit price
4. Markups, overhead, profit
5. Delivery schedule desired
6. Warranty
1. Vendor survey / market survey
2. Current or past contracts for the same or similar product
3. Historical price and cost data
4. Various published indices
Construction 1. Product needed
2. Labor (at a minimum use Davis Bacon)
3. Materials
4. Bonds
5. Insurance
6. Mobilization
7. Equipment
8. Markups, fringes, overheads, profit
9. Completion schedule
1. “Means Book”
2. “Blue Book”
3. Davis Bacon wage rates / prevailing wages
4. Current or past contracts for the same project
5. Historical price and cost data
Additional Information: Estimate is based on current contract with SageView Advisory Services, C-1-3496
FA-CAMM-006.docm (07/07/10) Page 3 of 3
PART III – INDEPENDENT COST ESTIMATE
Using the information provided in Part II, prepare the ICE for your procurement.
Use any or all of the categories listed below.
Prepared By: Bea Castagna Date: 4/8/2026
Signature:
DESCRIPTION OF COST ELEMENTS
1. DIRECT LABOR
(List of Labor Categories)
Estimated Hours
Rate Per Hour ($)
Estimated Cost ($)
Total Est.
Cost ($)
$ $ 0.00 $ $ 0.00 $ $ 0.00 $ $ 0.00 $ $ 0.00 $ $ 0.00
Total Direct Labor: $ 0.00
2. OVERHEAD
Rate (%)
(use decimal input)
Total Labor ($)
Estimated Cost ($)
Total Est.
Cost ($)
% $ 0.00 $ 0.00 $ 0.00
3. MATERIALS/SERVICES (Excluding Information Technology [IT]) Estimated Cost ($)
Total Est.
Cost ($)
Investment Consultant $ 225,000.00 $ 225,000.00
4. INFORMATION TECHNOLOGY SUPPORT Estimated Cost ($)
Total Est.
Cost ($)
Total IT Support: $ 0.00
5. TRAVEL Estimated Cost ($)
Total Est.
Cost ($)
$ $ 0.00
6. SUBCONTRACTOR(S) / CONSULTANT(S) Estimated Cost ($)
Total Est.
Cost ($)
Total Subcontractor(s) / Consultant(s): $ 0.00
7. OTHER DIRECT COSTS Estimated Cost ($)
Total Est.
Cost ($)
$ $ 0.00
8. TOTAL ESTIMATED COST: $ 225,000.00
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