IFB_250370__Clarification_from_PM_on_term_dates.pdf

From: Long Leu To: Desiree Fernandez Subject: RE: WORKFLOW/Action PR_APPROVAL created by LLEU Date: Monday, April 27, 2026 10:57:53 AM Attachments: R002053_ICE_Rubrik Universal Cloud License_4-16-25.pdf

R002053_SOWV_Rubrik Universal Cloud License_with JD Sig._04-16-26.pdf R002053_SOWV Memo_Rubrik Universal Cloud License_4-16-26.pdf

Hi Desiree, Attached are ICE, SOWV, and SOWV memo.

Lines 1 & 2 state 6-months, is it only those two (2) line items that are 6-months only? These first two items listed are for professional services to help implement the software. They are good for 6months, but since they are helping us implement the software, we’ll be using it right away and will complete it before the 6 month expiration date.

Line 3 doesn’t state a term, is that 12-months? Yes, item 3 and item 4 are for 12 months. Item 3 rolled to the next page which states 12 months.

What is the effective start date, whenever?? Or? The effective start date is whenever you can complete the procurement. We will start using the services immediately.

Long Leu Senior Section Manager IS Online Systems & Network Administration Orange County Transportation Authority 600 South Main Street Orange, CA 92868 Phone: 714-560-5651 LLeu@octa.net

From: Desiree Fernandez <dfernandez1@octa.net> Sent: Monday, April 27, 2026 9:44 AM To: Long Leu <lleu@octa.net> Subject: FW: WORKFLOW/Action PR_APPROVAL created by LLEU

Hi Long, Can you please send me the required documents (ICE, SOWV, SOWV Memo if needed).

I see Purchasing Instructions state 12-month term.

Lines 1 & 2 state 6-months, is it only those two (2) line items that are 6-months only?

mailto:lleu@octa.net mailto:dfernandez1@octa.net mailto:LLeu@octa.net

INDEPENDENT COST ESTIMATE (ICE)

FA-CAMM-006.docm (09/25/15) 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: Rubrik Universal Cloud License and Cloud Vault for Azure

SHADED AREA FOR PROCUREMENT USE ONLY

Assigned Buyer No.:

D/M/WBE%:

Purchase Requisition No.: R002053

New Contract / Procurement

Contract Amendment Current IFAS Printout Contract / PO No.:

(Required for Amendments)

Contract Task Order

Option Term

Date: 4/16/2026

Requestor: Long Leu Senior Section Manager Phone Ext.: 5651

Name Title

Signature:

Cost

Estimate: $ 339,298.91 (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 (09/25/15) 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

1. Current or past contracts for similar services

2. Other properties / departments doing similar work

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

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

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: The estimated cost is based on market research.

FA-CAMM-006.docm (09/25/15) 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: Long Leu Date: 4/16/26

Signature:

DESCRIPTION OF COST ELEMENTS

1. DIRECT LABOR

(List of Labor Categories)

Estimated Hours

Rate Per Hour ($)

Cost ($)

Total Est.

$ $ 0.00

Total Direct Labor: $ 0.00

2. OVERHEAD

Rate (%)

(use decimal input)

Total Labor ($)

% $ 0.00 $ 0.00 $ 0.00

3. MATERIALS/SERVICES (Excluding Information Technology [IT])

4. INFORMATION TECHNOLOGY SUPPORT

Rubrik Universal Cloud License and Cloud Vault for Azure $ 339,298.91

Total IT Support: $ 339,298.91

5. TRAVEL

6. SUBCONTRACTOR(S) / CONSULTANT(S)

Total Subcontractor(s) / Consultant(s): $ 0.00

7. OTHER DIRECT COSTS

8. TOTAL ESTIMATED COST: $ 339,298.91

SCOPE OF WORK VERIFICATION

This Form Must Be Submitted with Scope of Work (SOW)

FA-CAMM-071.docm (05/16/16) Page 1 of 1

The following general rules shall apply when preparing scopes of work and specifications:

a) Provide a clear and concise Scope of Work (SOW) and not impose unreasonable requirements.

b) Specifications and Scopes of Work shall identify all characteristics and specific tasks and functions of the items or services to be procured, and meet the Authority’s requirements.

c) Whenever possible, the expected quality of services to be provided or the performance characteristics of the item shall be specified.

d) The requestor shall identify all optional items, and the solicitation documents shall set forth the expected needs and the manner in which the related bid prices will be considered.

e) Brand name specifications must be accompanied by an explanation that clearly indicates that the specification is not intended to be restrictive.

f) The salient characteristics represented by the brand names shall be identified to allow for evaluation of possible “or equal” material.

g) Because standard specifications and requirements allow for more efficient operations and result in lower prices, they shall be used wherever suitable.

h) Industry, federal, state and local government specifications and requirements can be used.

Consultants are prohibited from writing the Scope of Work or assisting in the development or writing the Scope of Work in which they may bid.

INSTRUCTIONS

Project Managers (PM) must select one of the following certifications and submit this form with the scope of work/specifications. This form must be signed by the Project Manager and one of the following: the PM’s Department Manager or Director or Executive Director.

Project Description: Rubrik Universal Cloud License and Cloud Vault Requisition No: R002053 o I certify that the attached SOW/specifications was independently prepared to invite competition;

does not include reference to a brand name, or include unreasonable restrictions or an intent to favor any specific vendor or brand product.

* Memo OR o The SOW/specifications prepared includes a “brand name or equal” description because it was determined to be “impractical or uneconomical” (as referenced in FTA Circular 4220.1F -revised March 18, 2013) to write a clear and accurate description of the technical requirements of the goods or services to be acquired. However, the specific features or salient characteristics of the named brand which must be met by offerors of “an equal” proposal have been clearly stated, as required by Federal Transit Administration regulations. (FTA Circular 4220.1F – revised March 18, 2013)

Project Manager Signature Dept. Manager/Director/Executive Director Signature

Information Systems 4/16/26 Department Date

INTEROFFICE MEMO

April 16, 2026

To: Whom It May Concern

From: Long Leu

Subject: SOW Verification – Requisition R002053

There was no selection made on the Scope of Work Verification form for the Rubrik Universal Cloud License and Cloud Vault for Azure. This scope of work does not fit within the two options given on the Scope of Work Verification form.

This purchase is for annual support for a product that is already in use and must be this specific brand.

Long Leu Senior Section Manager Information Systems

Line 3 doesn’t state a term, is that 12-months?

What is the effective start date, whenever?? Or?

Thank you, Desiree Fernandez | Associate Contract Administrator Procurement Contracts Administration and Materials Management Orange County Transportation Authority 550 South Main Street

PO BOX 14184

Orange, CA 92863

(714) 560-5811 dfernandez1@octa.net

From: FEProd@octa.net <FEProd@octa.net> Sent: Thursday, April 23, 2026 11:27 AM To: Desiree Fernandez <dfernandez1@octa.net> Subject: WORKFLOW/Action PR_APPROVAL created by LLEU

To approve this, simply reply and type Y, YES, or OK in the first line.

To reject this, reply and type N or NO in the first line.

To add comments, type up to 255 characters on subsequent lines delimited by double square brackets.

Example: [[this is an official comment to the e-mail response]] All other comments will be ignored.

WORKFLOW MODEL INFORMATION:

User=DFERNANDEZ1 Model=PR_APPROVAL Activity=A38_0003 Key=EF9514D8-8A5C-4EB8-9B47-22B43C5FA4FD Version=7 UniqueKey=A506F8CD-BA72-47C5-B5C6-D7227097159A

WORKFLOW INSTANCE INFORMATION:

Purchase Request# = R002053 PR Total$ = $339,298.91 Requested By = Long Leu Request Date = 4/16/2026 Entry Date = 4/16/2026 Vendor = V99999-TBD

ACCOUNT INFORMATION

Item# Quantity Price Item Total Lg Key Object Amt/Pct mailto:dfernandez1@octa.net mailto:FEProd@octa.net mailto:FEProd@octa.net mailto:dfernandez1@octa.net

0001 1.000 $8,131.66 $8,131.66 GL 1284

7669 100%

JL A5352 3NL

Item Description Rubrik Professional Services, Cloud Native Protection Accelerator, must be used within 6 months of purchase, prepay Part# RA-PS-

CNP

0002 1.000 $2,710.55 $2,710.55 GL 1284

JL A5352 3NL

Item Description Rubrik Professional Services, Cloud Cluster Accelerator, must be used within 6 months of purchase, prepay Part# RA-PS-

CCA

0003 230.000 $1,139.29 $262,036.70 GL 1284

JL A5352 3NL

Item Description Rubrik Data Security as a Service Enterprise Edition for Universal Cloud License; per FETB; Premium support;

Prepay Term: 12 Months Part# RS-FT-EE-UDSB-PE-

PP

0004 270.000 $246.00 $66,420.00 GL 1284

JL A5352 3NL

Item Description Rubrik Cloud Vault in Azure - Backup Tier Single Zone; per BETB;

Premium support;

prepay Term: 12 Months Part# RS-BT-CVB-PE-

PP

PR Notes PM - Long Leu

IFB - Rubrik Universal Cloud License and Cloud Vault in Azure

Term: 12 month

Budget Transfer: Please transfer $233,600.00 from account 1284-7519-A5352-07Z to 1284-7669-A5352-3NL. Please also transfer $20,000.00 from account 1284-7664-A5352-9V5 to 1284-7612-A5352-41E.

WORKFLOW HISTORY INFORMATION:

User ID : LLEU Status : Accepted Date/Time : 4/16/2026 10:02:07 PM User ID : LLEU Status : Accepted Date/Time : 4/16/2026 10:11:06 PM Comments : ID LLEU has already approved in prior activity User ID : JDUKE Status : Accepted Date/Time : 4/16/2026 10:11:06 PM User ID : AROSALES1 Status : Accepted Date/Time : 4/17/2026 2:15:01 PM User ID : VGARCIA~1 Status : Accepted Date/Time : 4/17/2026 2:15:01 PM User ID : GMARTINEZ Status : Accepted Date/Time : 4/20/2026 10:31:03 AM User ID : GMARTINEZ Status : Accepted Date/Time : 4/20/2026 10:31:04 AM User ID : LLEU Status : Accepted Date/Time : 4/23/2026 11:26:51 AM