C250439_RFP_Exhibit_A_SOW_-_Entitlement_Process_Support.pdf
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- Attached to
- Land Use and Entitlement Process Support
- Solicitation number
- 250439
- Issued by
- Orange County, California
About this file
This is a Scope of Work exhibit for Request for Proposals (RFP) 250439 issued by the Orange County Transportation Authority (OCTA) in California. OCTA seeks a qualified professional services consultant to provide general advisory and technical support on land use issues, entitlement processes, permitting for property and development matters, and related services. The consultant will deliver services on a time and expense basis as directed by OCTA, with a contract term of twenty-four (24) months. Key service deliverables include advising on entitlement strategies and permitting pathways for OCTA-owned facilities, reviewing proposed development projects that may impact OCTA operations and properties, coordinating with local jurisdictions and regulatory agencies, providing guidance on conditional use permits, navigating local and state land use regulations and zoning requirements, supporting real property due diligence activities, conducting technical analysis, and preparing written materials and documentation. The consultant must demonstrate expertise in municipal planning principles, development review processes, general plans and zoning codes, the California Surplus Land Act, state planning and land use laws, CEQA compliance, and public transportation policies affecting transit facilities and infrastructure.
The total budget allocated for this contract is $75,000.00 for the twenty-four-month term. The consultant's personnel are explicitly restricted from authorizing or directing any actions, making votes, appointing personnel, obligating OCTA, or entering into contractual agreements on behalf of OCTA. Additionally, any information, opinions, or recommendations provided by the consultant must undergo significant intervening substantive review by OCTA personnel, counsel, and management before affecting any organizational decisions.
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Text version
RFP 250439
EXHIBIT A
Orange County Transportation Authority Land Use and Entitlement Process Support
SCOPE OF WORK
Purpose
The Orange County Transportation Authority (OCTA) seeks to retain a qualified professional services consultant to provide general advisory and technical support on land use issues, the entitlement process, permitting for property and development matters, and related work as necessary. The Consultant is to provide services on a Time and Expense basis as directed by OCTA.
Scope of Services
The consultant shall provide professional expertise and advisory services to support OCTA in matters related to land use, entitlement processes, regulatory compliance, and real property due diligence. Services may include, but are not limited to:
• Advising on entitlement strategies and permitting pathways associated with OCTA-owned facilities and real property interests
• Reviewing and providing feedback on proposed development projects that may have potential impacts on OCTA services, operations, and/or properties Where appropriate, coordinating with local jurisdictions, regulatory agencies, and developers, or assisting OCTA in such coordination, to ensure all parties are aligned on applicable land use planning elements
• Advising OCTA in understanding conditional use permit requirements, processes, and implications as they relate to OCTA-owned property
• Supporting OCTA in navigating local, regional, and state land use regulations, zoning requirements, and development standards
• Assisting with due diligence activities related to real property, such as evaluation of land use constraints and regulatory considerations
• Providing technical analysis, professional judgment, and strategic recommendations to inform decision-making
• Participating in meetings, discussions, and briefings to provide subject matter expertise and guidance
• Preparing written materials and/or documentation, where needed
Consultant shall demonstrate thorough understanding of municipal planning principles and development review processes, as well as applicable policies and regulations governing public transportation systems in the State of California (State). Areas of expertise include but are not limited to:
• Interpretation of general plans, zoning codes, maps, and local ordinances
• Applicability of the California Surplus Land Act
• State planning and land use laws
• California Environmental Quality Act (or CEQA)
RFP 250439
• Public transportation policies, plans, and programs, such as right-of-way considerations and coordination requirements affecting transit facilities and infrastructure
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.
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