C250435_RPP.pdf

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Public Outreach Services for the State Route 55 Improvement Project between Interstate 5 and State Route 91
Solicitation number
250435
Issued by
Orange County, California

About this file

This is a procurement plan memorandum from the Orange County Transportation Authority (OCTA) for RFP 250435 regarding Public Outreach Services for the State Route 55 Improvement Project between Interstate 5 and State Route 91. The project requires qualified consultants to provide comprehensive public outreach services for a major state route improvement initiative. The contract offers an initial term of five (5) years with one optional three (3) year renewal term. The procurement plan document does not specify response dates, due dates, site visits, or bidders' conferences; however, it establishes the framework for evaluating proposals through a competitive RFP process rather than an invitation for bids.

The procurement is structured as a time-and-expense contract with a total budget of $2,359,750 for the initial five-year term and an option term value of $300,000, funded through local Measure M sources with potential FTA and FHWA contributions. Evaluation criteria are weighted as follows: Qualifications of the Firm (20%), Staffing/Project Organization (25%), Work Plan (30%), and Cost (25%). The contract includes prevailing wage requirements and a retention provision. The evaluation team comprises internal OCTA staff including Angela Hui, Tresa Oliveri, Eric Carpenter, and Jeannie Lee, along with external evaluator Nathan Abler from Caltrans. An independent cost estimate has been received, and the procurement includes a Disadvantaged Business Enterprise (DBE) goal. The project manager and section manager concurrence was obtained on July 20, 2026.

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Text version

Revised: 05/09/2018

INTEROFFICE MEMO

June 26, 2026

To:

From:

Subject:

Angela Hui, Principal Community Relations Specialist, Public Outreach

Michael Cardozo, Senior Contract Administrator, CAMM

PROCUREMENT PLAN, RFP 250435, “Public Outreach Services for the State Route 55 Improvement Project between Interstate 5 and State Route 91”

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) procurement type is applicable because there are multiple factors for selection to be considered beyond cost.

Evaluation Criteria:

PROPOSAL WEIGHT

Qualifications of the Firm 20% Staffing/Project Organization 25% Work Plan 30% Cost 25% Justification: The standard 25 percent for each criterion was not used for this procurement. Qualifications of the firm is weighted at 20 percent to ensure firms have prior experience performing similar services. Staffing and project organization and cost are weighted at 25 percent as the firm must demonstrate it has the requisite personnel for this project and that rates remain competitive so OCTA receives best value for the services provided.

Work plan is weighted at 30 percent as the firm must demonstrate it has the understanding associated with this project in order to complete the services required under the scope of work.

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

Procurement Plan, RFP 250435

Justification: (Explain the rationale for using the particular contract type):

The contract type is time-and-expense because firms are requested to propose fully burdened hourly rates and anticipated expenses for the work specified in the Scope of Work. The RFP does not have a specific Scope of Work detailing individual tasks. Therefore, a firm-fixed price contract cannot be used.

Retention: Yes No N/A

Prevailing Wages: Yes $ No N/A

Liquidated Damages: Yes $ No N/A

Procurement Schedule: Attached

Procurement Approach by the PM:

Yes No N/A

Suggested Evaluation Team Members:

Internal Evaluators:

Angela Hui, Principal Community Relations Specialist, Public Outreach

Tresa Oliveri, Principal Community Relations Specialist, Public Outreach

Eric Carpenter, Senior Communications Specialist, Public Information Office

Jeannie Lee, Senior Project Manager, Capital Project Delivery

External Evaluators:

Nathan Abler, Caltrans Public Information Officer, Caltrans

Contract Term: Five (5)-year initial term with one three (3)-year option term

Funding Source: Local Measure M FTA FHWA

Dollar Amount: Initial Term: $2,359,750 Option Term: $300,000

Independent Cost Estimate Received: Yes No

Procurement Plan, RFP 250435

Requisition Received: Yes Req. R002288

DBE Goal: Yes No

Project Manager Concurrence:

Angela Hui, Principal Community Relations Specialist, Public Outreach Date

CAMM Section/Department Manager Concurrence:

Rebecca Abeyta, Section Manager, Procurement Date

7/20/2026

File details come from the government source that posted it. Updated .