C250426_RFP_Exhibit_A_SOW.pdf

RFP 250426

EXHIBIT A

Interstate 405 Corridor Plan Scope of Work

1. PROJECT OVERVIEW

Background

The Orange County Transportation Authority (OCTA), in cooperation with the California Department of Transportation (Caltrans) and local jurisdictions, implemented the Interstate 405 (I-405) Improvement Project between State Route 73 (SR-73) and Interstate 605 (I-605). The project included the addition of one general purpose lane in each direction and the implementation of the 405 Express Lanes, which commenced operations on December 1, 2023.

OCTA operates the 405 Express Lanes pursuant to tolling authority granted by the California Transportation Commission and under a Toll Operating and Lease Agreement with Caltrans.

The agreement, federal financing requirements, and applicable state and federal laws establish requirements governing the use of excess toll revenue generated by the facility.

Assembly Bill 194 (AB 194), the primary authorizing legislation for the 405 Express Lanes, requires that excess toll revenue remaining after all eligible facility expenses are paid be reinvested within the corridor from which the revenue was generated pursuant to an adopted expenditure plan. As a result, OCTA has established a framework to guide future investment of excess toll revenues within the I-405 corridor.

In November 2025, the OCTA Board of Directors approved the Policy and Framework for the Use of 405 Express Lanes Excess Toll Revenue. The framework established the 405 Corridor Investment Zone (Attachment A) and identified the need for a comprehensive corridor planning effort to support future transportation investment decisions. The framework identifies three primary transportation investment categories:

• Freeway Improvements

• Transit Investments

• Local Streets and Roads Improvements

The framework further establishes that future transportation investments must demonstrate direct benefits to the I-405 freeway system and be developed through a comprehensive corridor planning process.

Limitation on Governmental Decisions

Nothing contained in this scope of work permits CONSULTANT’s 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 not 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.

Project Description

OCTA is seeking a qualified consultant (hereinafter referred to as the "CONSULTANT") to prepare the Interstate 405 Corridor Plan (Plan). The Plan will serve as a policy-driven and performance-based planning document that identifies transportation needs, develops candidate transportation improvements, establishes project eligibility requirements, and creates a transparent evaluation and prioritization framework for future transportation investments within the 405 Corridor Investment Zone.

The Plan shall support implementation of the Policy and Framework for the Use of 405 Express Lanes Excess Toll Revenue and provide the technical foundation for future 405 Express Lanes Excess Toll Revenue Expenditure Plans.

The CONSULTANT shall prepare the Plan in a manner that:

• Supports implementation of the 405 Express Lanes Excess Toll Revenue Framework;

• Identifies transportation deficiencies and opportunities within the corridor;

• Develops a multimodal inventory of candidate transportation improvements;

• Establishes project eligibility and evaluation criteria;

• Creates a transparent and defensible project review and prioritization process;

• Solicits and addresses community input, as appropriate,

• Supports future OCTA Board decision-making regarding transportation investments; and

• Incorporates applicable elements of statewide corridor planning guidance where appropriate.

The Project is anticipated to be completed within approximately eighteen (18) months following Notice to Proceed.

Project Objectives

The primary objective of the Interstate 405 Corridor Plan is to provide the basis for development of a 10-year 405 Excess Toll Revenue Expenditure Plan and would provide the following:

• Identify multimodal transportation deficiencies and opportunities within the corridor;

• Develop corridor goals, objectives, and performance measures;

• Identification or definition of what is considered “direct benefits” to the I-405 freeway system

• Establish a multimodal transportation investment strategy;

• Develop a comprehensive list of local, regional and interregional projects within the 405 investment zone;

• Develop a candidate project inventory for future consideration;

• Create a project evaluation and prioritization framework;

• Support future transportation investments that benefit the I-405 freeway system;

• Understand and incorporate, as appropriate, community input;

• Meet the plan requirements of the SB 1 Solutions for Congested Corridor Program required Comprehensive Multimodal Corridor Plan Guidelines;

• Ensure consistency with applicable OCTA, regional, and state transportation planning efforts; and

• Provide a planning foundation for future Excess Toll Revenue Expenditure Plans.

2. STUDY AREA

The study area shall encompass the adopted 405 Corridor Investment Zone (Attachment A) which generally consists of:

• Interstate 405 and the 405 Express Lanes;

• A three-mile buffer on both sides of Interstate 405 within Orange County;

• Transportation facilities located within the defined investment zone; and

• Interstate 405 south of the three-mile buffer to Interstate 5.

The CONSULTANT shall document the study area and identify transportation facilities, services, and jurisdictions that influence mobility within the corridor.

3. GENERAL CONDITIONS AND REQUIREMENTS

The CONSULTANT shall:

• Carry out instructions received from the OCTA Project Manager in a timely manner.

• Utilize Microsoft Teams as the primary method for meetings, coordination, and document sharing unless otherwise directed by OCTA.

• Provide all meeting materials electronically and allow adequate time for OCTA review prior to distribution.

• Provide all data, analyses, graphics, maps, and supporting materials in formats compatible with software currently utilized by OCTA.

• Maintain close coordination with OCTA throughout the Project.

• Maintain internal quality control procedures to ensure consistency and accuracy of all work products.

• Obtain OCTA approval prior to commencing work that materially deviates from the approved Scope of Work.

• Provide all deliverables in electronic format.

The CONSULTANT shall maximize use of existing transportation planning resources and previously completed corridor studies. Unless specifically authorized by OCTA, the CONSULTANT shall rely primarily on existing transportation planning resources, including but not limited to:

• Orange County Transportation Analysis Model (OCTAM) outputs;

• Microsimulation (VISSIM, TransModeler, or similar) outputs;

• Caltrans Performance Measurement System (PeMS);

• Big data (StreetLight or similar);

• Existing travel time and reliability information;

• Existing transit performance information;

• Existing GIS datasets;

• Previous corridor studies; and

• Other available transportation planning resources.

Development of new travel demand models, microsimulation models, traffic counts, or project-level operational analyses is not anticipated as part of this Project. The CONSULTANT shall coordinate with OCTA regarding the availability and appropriate use of existing transportation planning resources, including travel demand modeling outputs, microsimulation results, and other technical analyses necessary to support development of the Corridor Plan.

TASK 1 – PROJECT MANAGEMENT AND COORDINATION

Purpose

Provide overall project management, coordination, quality assurance, schedule management, stakeholder coordination, and technical oversight necessary to successfully complete the Interstate 405 Corridor Plan.

Task 1.1 – Project Management

The CONSULTANT shall provide overall project management and supervision of consultant staff and subconsultants.

Responsibilities shall include, but not be limited to:

• Managing scope, schedule, budget, and deliverables;

• Coordinating consultant team activities;

• Maintaining communication with OCTA;

• Managing project risks and issues;

• Monitoring project progress and milestones;

• Implementing quality assurance and quality control procedures; and

• Ensuring timely completion of all work products.

The CONSULTANT shall prepare a Project Management Plan describing procedures for project administration, communications, quality management, schedule management, outreach and document control.

The CONSULTANT shall prepare and maintain a baseline project schedule identifying major milestones, deliverables, review periods, and critical path activities. Monthly progress reports should accompany invoices and summarize activities underway, completed activities, Task 1.2 – Coordination and Meetings

The CONSULTANT shall support coordination among OCTA, Caltrans, local jurisdictions, and other corridor stakeholders. A Technical Advisory Committee (TAC) shall serve as the Project Development Team (PDT) for the Project. The 405 Corridor TAC shall consist of ten voting members and eight non-voting ex-officio members, as follows:

Voting members:

• OCTA (three votes)

• Caltrans (two votes)

• City of Costa Mesa (one vote)

• City of Fountain Valley (one vote)

• City of Huntington Beach (one vote)

• City of Seal Beach (one vote)

• City of Westminster (one vote)

Non-voting ex-officio members:

• City of Cypress

• City of Garden Grove

• City of Irvine

• City of Los Alamitos

• City of Newport Beach

• City of Santa Ana

• City of Stanton

• County of Orange

• Facilitate a Project kickoff meeting;

• Facilitate up to twelve (12) TAC/PDT meetings;

• Facilitate focused technical working sessions, as necessary;

• Prepare agendas, presentations, exhibits, and meeting materials;

• Prepare meeting summaries and action item logs; and

• Support Board and Committee briefings as requested by OCTA.

Task 1 Deliverables

• Project Management Plan

• Baseline Project Schedule

• Monthly Progress Reports and Invoices

• Meeting Agendas and Summaries

• Action Item Logs

• Board and Committee Support Material

TASK 2 – PUBLIC OUTREACH AND ENGAGEMENT

The purpose of this task is to support development of the Interstate 405 Corridor Plan through stakeholder and public engagement activities that inform the planning process and support development of a Corridor Plan that reflects corridor transportation needs and community input.

The CONSULTANT shall provide technical support and assist with planning and executing stakeholder and public input throughout development of the Corridor Plan. A public outreach plan will be developed by a separate public outreach consultant led by the OCTA Public Outreach Project Manager. The effort will prioritize input from the public, stakeholders, and disadvantaged communities, particularly during key project milestones. Stakeholders will include community and business leaders and local jurisdictions.

Activities

The CONSULTANT shall assist OCTA in developing and implementing an outreach program that encourages participation from a broad range of corridor stakeholders and transportation system users, including disadvantaged and historically underserved communities, and documents how stakeholder and public input was considered during development of the Corridor Plan. The CONSULTANT shall coordinate with OCTA regarding compliance with applicable Title VI requirements and established OCTA public outreach practices.

Community Events

The CONSULTANT will participate in and support up to two webinars and up to three stakeholder roundtable meetings. The OCTA Public Outreach Team will coordinate and attend several pop-ups at community events throughout the corridor area.

To ensure inclusiveness, the OCTA Public Outreach Team will be scheduling these events at convenient times and locations, with consideration for transportation access, childcare needs, and work schedules. Translation and accessible materials will be provided as feasible. OCTA will prepare event materials and facilitate interactive engagement activities that help inform the public and gather feedback on the 405 Corridor Plan.

Surveys and Outreach Materials

The CONSULTANT shall provide technical assistance and information/graphics for all outreach activities. This includes content for the development of various outreach materials created by the OCTA Public Outreach Team, including a fact sheet, infographics, study webpage, presentations boards, PowerPoint presentations and up to two multilingual online surveys.

The OCTA Public Outreach Team will draft a final Community Outreach Report. The

CONSULTANT shall include the outreach report with the final Plan.

Task 2 Deliverables

• Participation in up to two webinars and three stakeholder roundtables

• Provide technical assistance and develop content for outreach materials and up to two online surveys

• Incorporate Community Outreach Report into final Plan

TASK 3 – CORRIDOR UNDERSTANDING AND BASELINE CONDITIONS

Develop a comprehensive understanding of existing and future corridor conditions and establish the analytical foundation necessary to support corridor investment planning, candidate project development, and project prioritization criteria.

Task 3.1 – Data Collection and Review

The CONSULTANT shall compile, review, and synthesize existing transportation planning information relevant to the I-405 corridor.

The CONSULTANT shall conduct a comprehensive review of previous (generally within 10 years) and ongoing corridor planning efforts, transportation studies, and related planning documents as well as receive input from local agencies and Caltrans for potential projects. Data collection and review shall support evaluation of the three investment categories:

• Freeway Improvements

• Transit Investments (including rideshare related projects)

• Local Streets and Roads Improvements (including active transportation projects)

Task 3.2 – Baseline Performance Assessment

The CONSULTANT shall perform a planning-level assessment of existing and future corridor performance utilizing available transportation planning resources. The assessment shall evaluate transportation system performance, identify deficiencies and opportunities, and document conditions affecting mobility, reliability, accessibility, and multimodal connectivity within the corridor.

The CONSULTANT shall identify existing deficiencies, operational constraints, and opportunities for improvement throughout the corridor. The assessment shall emphasize the relationship between local transportation investments and performance of the I-405 freeway system The planning horizon for the Plan shall be approximately 15 years, using 2025 as the baseline year and extending through approximately 2040.

Task 3.3 – Corridor Performance Assessment and Prioritization Framework

The CONSULTANT shall develop a corridor performance framework that establishes baseline performance measures and supports future candidate project evaluation.

The framework shall:

• Define benefits to the I-405 freeway system and performance measures;

• Identify performance deficiencies;

• Establish benefits of various types of projects and potential prioritization indicators;

• Support candidate project development; and

• Support future project prioritization efforts.

The CONSULTANT shall document how performance measures relate to the goals and objectives of the Corridor Plan.

Task 3 Deliverables

• Existing Conditions and Performance Assessment Memorandum

• Corridor Performance Assessment and Prioritization Framework Memorandum

• Corridor Graphics and Exhibits

TASK 4 – CORRIDOR GOALS, OBJECTIVES, AND PERFORMANCE FRAMEWORK

The purpose of this task is to establish the policy, planning, and performance foundation for the Interstate 405 Corridor Plan. The CONSULTANT shall facilitate development of corridor goals, objectives, and performance measures that reflect the Policy and Framework for the Use of 405 Express Lanes Excess Toll Revenue, support OCTA's transportation planning objectives, and provide a basis for future project evaluation and prioritization.

The goals, objectives, and performance measures developed under this task shall serve as the framework for identifying transportation needs, developing candidate transportation investments, and evaluating future projects within the 405 Corridor Investment Zone.

Task 4.1 – Planning and Policy Review

The CONSULTANT shall review relevant state, regional, countywide, and local planning documents to consider transportation goals, objectives, policies and how they align with the policy and framework established goals and objectives as well as potential types of benefits, performance measures, planning assumptions and projects applicable to the corridor.

The review shall include, but not be limited to:

• Policy and Framework for the Use of 405 Express Lanes Excess Toll Revenue;

• OCTA Long-Range Transportation Plan;

• Renewed Measure M Transportation Investment Plan;

• Connect SoCal Regional Transportation Plan;

• California Transportation Plan;

• Comprehensive Multimodal Corridor Plan Guidelines;

• Caltrans corridor planning guidance;

• County transportation plans;

• Local transportation plans and capital improvement programs;

• Master Plan of Arterial Highways:

• Transit plans;

• Active transportation plans; and

• Other corridor-related planning efforts identified by OCTA.

The CONSULTANT shall identify common transportation benefits and performance measures among the reviewed materials and document how the Corridor Plan may support broader transportation planning objectives.

The CONSULTANT shall also identify any planning assumptions, policy considerations, or implementation constraints that may influence future transportation investments within the corridor.

Task 4.2 – Corridor Goals and Objectives

The CONSULTANT shall facilitate development of corridor goals and objectives for the Interstate 405 Corridor Plan.

The CONSULTANT shall coordinate with OCTA staff and the TAC/PDT to develop a vision statement that reflects the intended role of the Corridor Plan that is consistent with the policy and framework and the long-term transportation needs of the corridor, which shall address, at a minimum:

• Congestion relief;

• Transportation system reliability;

• Accessibility;

• Multimodal mobility;

• Potential for Transit usage

• Transit access and connectivity;

• Active transportation connectivity;

• Rideshare;

• Project readiness;

• Efficient use of transportation resources;

• Leveraging of local, state or federal funds;

• Relationship to Measure M2; and

• Support for performance of the I-405 freeway system.

The CONSULTANT shall facilitate discussions with OCTA staff and the TAC/PDT to refine and validate proposed goals and objectives. The resulting goals and objectives shall provide the policy basis for future transportation investment prioritization and recommendations.

Task 4.3 – Performance Framework Development

The CONSULTANT shall develop a corridor performance framework that supports future project evaluation, prioritization, and monitoring.

The framework shall establish measurable performance indicators that can be used to evaluate transportation investments across the three primary investment categories:

• Freeway Improvements;

• Transit Investments; and

• Local Streets and Roads Improvements.

The CONSULTANT shall recommend performance measures appropriate for evaluating transportation investments across the investment categories in consultation with OCTA staff.

Measures may consider congestion relief, accessibility, reliability, cost-effectiveness, project readiness, and support for I-405 corridor performance.

Task 4 Deliverables

• Goals, Objectives, and Performance Framework Memorandum

• Recommended Performance Measures Matrix

TASK 5 – MULTIMODAL NEEDS AND INVESTMENT STRATEGY DEVELOPMENT

The purpose of this task is to identify multimodal transportation needs within the 405 Corridor Investment Zone and develop a comprehensive investment strategy that supports future transportation investment decisions.

The CONSULTANT shall identify transportation deficiencies, opportunities, and candidate transportation improvements consistent with the Policy and Framework for the Use of 405 Express Lanes Excess Toll Revenue.

This task shall build upon:

• Existing conditions analysis;

• Corridor deficiencies and opportunities;

• Corridor goals and objectives;

• Performance framework; and

• Existing transportation planning efforts.

The CONSULTANT shall organize the investment strategy around the three transportation investment categories established in the Framework:

• Freeway Improvements;

• Transit Investments; and

• Local Streets and Roads Improvements.

Task 5.1 – Multimodal Needs Assessment

The CONSULTANT shall evaluate transportation needs throughout the corridor and identify opportunities to improve corridor mobility, accessibility, reliability, and overall performance of the

I-405 transportation system. The CONSULTANT shall work with OCTA staff to develop the methodology and tools used as part of the needs assessment.

The assessment shall consider the three transportation investment categories established in the Policy and Framework for the Use of 405 Express Lanes Excess Toll Revenue:

Freeway Improvements

The CONSULTANT shall evaluate freeway-related transportation needs and opportunities that support performance of the I-405 freeway system. Potential improvement categories may include:

• Capacity improvements

• Connector improvements

• Operational improvements

• Managed lane improvements

Transit Investments

The CONSULTANT shall evaluate transit-related transportation needs and opportunities that support corridor-wide mobility and improve multimodal transportation options. Potential improvement categories may include:

• Transit capital improvements

• Transit service enhancements

• First/last-mile improvements

• Intermodal facilities

• Rideshare facilities

• Mobility hubs

• Transit technology improvements

Local Streets and Roads Improvements

The CONSULTANT shall evaluate local roadway and arterial transportation needs that influence mobility within the corridor and support performance of the I-405 freeway system. Potential improvement categories may include:

• Traffic operations improvements

• Signal synchronization

• Complete streets improvements

• Active transportation improvements

• Intelligent Transportation Systems

The CONSULTANT shall identify transportation deficiencies, constraints, and opportunities within each investment category and document how potential transportation improvements support corridor goals, objectives, and performance measures. The CONSULTANT shall summarize findings in a manner that supports subsequent candidate project inventory development and project evaluation activities.

Task 5.2 – Candidate Project Inventory Development

OCTA has initiated coordination with Caltrans, the County of Orange, and local jurisdictions within and adjacent to the 405 Corridor Investment Zone and has collected preliminary transportation project concepts and planning-level “wish list” projects that may warrant future consideration.

The CONSULTANT shall build upon this preliminary information and work collaboratively with participating agencies to refine, validate, organize, and document candidate transportation projects and programs.

• Compile candidate project information;

• Review project consistency with adopted plans;

• Refine project descriptions;

• Document project status;

• Identify sponsoring agency(ies);

• Identify implementation constraints;

• Identify planning-level implementation timeframes;

• Categorize projects by investment category; and

• Identify opportunities for future transportation investments.

In addition to refining agency-provided project concepts, the CONSULTANT should identify additional corridor-wide transportation improvement concepts where deficiencies and opportunities are identified through the planning process. The resulting inventory shall provide the foundation for project evaluation and prioritization activities performed under Task 6.

Task 5 Deliverables

• Multimodal Needs Assessment Memorandum

• Candidate Project Inventory Database

• Candidate Project Inventory Technical Memorandum

TASK 6 – PROJECT EVALUATION, PRIORITIZATION, AND CANDIDATE PROJECT

CONSIDERATION FRAMEWORK

The purpose of this task is to develop and apply a transparent, performance-based framework for evaluating,reviewing, and prioritizing candidate transportation projects identified through the Corridor Plan process.

The evaluation framework shall support future transportation investment decisions and provide a defensible methodology for comparing transportation improvements across the three investment categories established in the Policy and Framework for the Use of 405 Express Lanes Excess Toll Revenue. The evaluation and prioritization framework shall be developed in a manner that supports future 405 Express Lanes Excess Toll Revenue Expenditure Plans, future project nomination processes, and future updates to the Interstate 405 Corridor Plan. The resulting framework shall be suitable for future use by OCTA, the TAC, local jurisdictions, and Caltrans when considering transportation improvements for inclusion in future Excess Toll Revenue Expenditure Plans.

Task 6.1 – Evaluation Framework Development

The CONSULTANT shall develop a comprehensive project evaluation framework applicable to candidate transportation projects identified under Task 5.

The evaluation framework shall:

• Support transparent decision-making;

• Utilize measurable and repeatable evaluation criteria;

• Support future project nomination and evaluation activities;

• Be scalable for future updates to the Corridor Plan; and

• Support comparison of projects across multiple transportation modes.

The CONSULTANT shall develop a proposed scoring methodology and weighting approach for review by OCTA and the TAC/PDT. The CONSULTANT shall prepare documentation describing:

• Evaluation methodology;

• Scoring procedures;

• Weighting assumptions;

• Evaluation categories;

• Evaluation limitations; and

• Recommended implementation procedures.

The CONSULTANT shall facilitate discussion with OCTA and the TAC/PDT to refine and finalize the evaluation framework.

Task 6.2 – Mode-Specific Evaluation Criteria

The CONSULTANT shall develop evaluation criteria specific to each transportation investment category. The evaluation criteria shall reflect the Policy and Framework for the Use of 405 Express Lanes Excess Toll Revenue and support future transportation investment decisions.

Separate evaluation criteria shall be developed for:

• Freeway Improvements

• Transit Investments

• Local Streets and Roads Improvements

The CONSULTANT shall recommend evaluation criteria, scoring methodologies, and weighting approaches appropriate for each category. Criteria should reflect corridor goals and objectives and may consider factors such as congestion relief, project readiness, cost-effectiveness, safety, accessibility, funding leverage, regional and local benefits, and support for performance of the I-405 transportation system. Selection of transportation improvements for funding will be based on transparent and performance-based criteria. At a minimum, the criteria must consider the following, consistent with the Policy and Framework:

• Freeway/tollway projects: Emphasis on congestion relief, relationship to Measure M2, cost-benefit analysis, and readiness.

• Transit (bus/rail) projects: Emphasis on usage potential, cost-effectiveness, regional/local benefits, and intermodal integration.

• Local streets, roads, and active transportation projects: Evaluated based on congestion relief to the I-405 freeway system, cost-effectiveness, project readiness, and leveraging of local, state, or federal funds.

All funded transportation improvements must demonstrate direct benefits to the I-405 freeway system

Additionally, separate evaluation criteria should be established specifically for a competitive call for projects that will be carried out for local agency project submittals that can be used for projects submitted in the current plan but also as a general guide for projects that may be submitted for consideration by local agencies for future funding cycles.

The CONSULTANT shall coordinate with OCTA staff and the TAC/PDT to refine and finalize the proposed evaluation criteria.

Task 6.3 – Candidate Project Review and Prioritization

The CONSULTANT shall apply the evaluation framework and mode-specific criteria to the candidate project inventory developed under Task 5. The review process shall:

• Evaluate candidate projects using criteria;

• Identify projects that best support corridor goals and objectives;

• Organize projects by investment category;

• Develop preliminary project rankings;

• Document the basis for project prioritization.

The CONSULTANT shall prepare summary materials suitable for review by OCTA and the TAC/PDT. The CONSULTANT shall facilitate discussions with OCTA and the TAC/PDT regarding projects and recommended prioritization.

The CONSULTANT shall document the results of the evaluation and review process and identify candidate improvements that would be prioritized for funding.

Task 6 Deliverables

• Project Evaluation and Prioritization Framework Memorandum

• Candidate Project Review and Prioritization Memorandum

• Prioritized Candidate Project Inventory

TASK 7 – DRAFT AND FINAL CORRIDOR PLAN

The purpose of this task is to prepare a comprehensive Interstate 405 Corridor Plan documenting the findings, recommendations, candidate projects, and prioritization framework developed through the planning process. The Plan shall serve as the primary planning document supporting future transportation investment decisions within the 405 Corridor Investment Zone.

Task 7.1 – Administrative Draft Corridor Plan

The CONSULTANT shall prepare an Administrative Draft Corridor Plan. The Plan shall integrate the findings and recommendations developed throughout the planning process and shall include, but not be limited to:

• Executive Summary;

• Corridor Description;

• Study Area Definition;

• Existing Conditions Summary;

• Community Outreach;

• Corridor Deficiencies and Opportunities;

• Corridor Goals and Objectives;

• Performance Framework;

• Multimodal Needs Assessment;

• Candidate Project Inventory;

• Evaluation and Prioritization Framework;

• Prioritized Candidate Project Inventory;

• Implementation Considerations; and

• Supporting maps, graphics, and exhibits.

The CONSULTANT shall prepare graphics, maps, charts, exhibits, and other supporting materials suitable for presentation to OCTA staff, the TAC/PDT, OCTA Committees, and the Board of Directors. The CONSULTANT shall prepare a draft Executive Summary suitable for use as a standalone summary document.

Task 7.2 – Final Corridor Plan

The CONSULTANT shall address comments received from OCTA staff and the TAC/PDT and prepare the Final Corridor Plan. The CONSULTANT shall prepare a comment matrix documenting comments received and how comments were addressed. The Final Corridor Plan shall be suitable for consideration by the OCTA Board of Directors and future use in development of Excess Toll Revenue Expenditure Plans.

The CONSULTANT shall support preparation of Board and Committee presentation materials, as requested by OCTA.

Task 7 Deliverables

• Administrative Draft Corridor Plan

• Draft Executive Summary

• Comment Matrix

• Final Corridor Plan

• Final Executive Summary

• Board and Committee Presentation Materials

RFP 250426, EXHIBIT A

ATTACHMENT A