RFP_250059__Procurement_Plan.docx
DOCX document 43 KB Posted
- Attached to
- Training Content Provider
- Solicitation number
- 250059
- Issued by
- Orange County, California
About this file
This is a Procurement Plan for Informal RFP 250059 issued by the Orange County Transportation Authority (OCTA) in California, seeking a Training Content Provider to deliver comprehensive learning solutions for organizational development. The procurement requires the selected firm to provide 100 online learning licenses and proprietary training materials for in-person instruction to support 100 administrative employees. The contract term is one (1) year with no stated renewal options. No specific response dates, due dates, site visits, or bidder's meetings are detailed in the procurement plan document.
The contract is structured as a firm-fixed-price agreement with unit pricing for learning licenses and a one-time fee for training materials, as specified in the Scope of Work. The total budget is $34,500 in local funding, with an independent cost estimate having been received. The evaluation criteria are weighted equally at 25 percent each across four categories: Qualifications of the Firm, Staffing/Project Organization, Work Plan, and Cost. No prevailing wage requirements, liquidated damages provisions, retention requirements, or Disadvantaged Business Enterprise (DBE) goals apply to this procurement. The suggested evaluation team includes Daniel Montanez, Senior Learning and Development Administrator, and Desiree Fernandez, Associate Buyer. Requisition number R000435 has been received.
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Other files
| File | Type | Posted |
|---|---|---|
| RFP_250059__Exhibit_B_General_Provisions.pdf | ||
| RFP_250059__Exhibit_C_Exceptions_and-or_Deviations.pdf | ||
| RFP_250059__Exhibit_A_Scope_Of_Work.pdf | ||
| RFP_250059__Procurement_Plan-APPROVED.pdf | ||
| RFP_250059_idedits2.docx | DOCX document | |
| RFP_250059__Procurement_Schedule.doc | DOC document | |
| A250059__SOWV.pdf | ||
| A250059__ICE.pdf | ||
| A250059__FE_Req._R000435.pdf |
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Text version
INTEROFFICE MEMO
Procurement Plan, Informal RFP 250059
Date: October 13, 2025
To: Daniel Montanez, Senior Learning and Development Administrator, Learning and Development
From: Desiree Fernandez, Associate Buyer, CAMM
Subject: PROCUREMENT PLAN FOR INFORMAL RFP 250059 “Training Content Provider”
Please review the procurement plan for the subject informal RFP and advise your concurrence with the evaluation criteria and contract elements. Include suggested evaluation team members and/or comments.
Procurement Type: |X| Informal RFP |_| IFB |_| RFQ
Justification:
An informal RFP is applicable as the nature of the procurement requires evaluation criteria, in addition to price, be used to select a firm to provide one hundred (100) online learning licenses and proprietary training materials for in-person instruction.
Evaluation Criteria:
| PROPOSAL |
| WEIGHT |
| Qualifications of the Firm |
| 25% |
| Staffing/Project Organization |
| 25% |
| Work Plan |
| 25% |
| Cost |
| 25% |
Justification:
Standard evaluation criteria.
Contract Type: Time & Expense |_| CTO-Based |X| Firm Fixed Price
Justification (Explain the rationale for using the particular contract type):
The contract type is firm-fixed as firms are requested to propose firm-fixed unit prices for learning licenses and one (1)-time fee for training materials as specified in the Scope of Work.
| Retention: |
| |_| Yes |
| % |
| |X| No |
| |_| N/A |
| Prevailing Wages: |
| |_| Yes |
| $ |
| |_| No |
| |X| N/A |
| Liquidated Damages: |
| |_| Yes |
| $ |
| |_| No |
| |X| N/A |
Procurement Schedule: |X| Attached
Suggested Evaluation Team Members:
Internal Evaluators:
Daniel Montanez, Senior Learning and Development Administrator, Learning and Development Desiree Fernandez, Associate Buyer, CAMM
Contract Term: One (1)-year term
Funding Source: |X| Local
Dollar Amount: $34,500
Independent Cost Estimate Received: |X| Yes |_| No
Requisition Received: |X| Yes #R000435 |_| No
DBE Goal: |_| Yes |X| No
Project Manager Concurrence:
| _____________________________________ | ______________ |
| Daniel Montanez, Senior Learning and Development Administrator | Date |
CAMM Section/Department Manager Concurrence:
| _____________________________________ | ______________ | |
| Iris Deneau, Section Manager, Procurement | Date |
Revised: 05/09/2018 Revised: 05/09/2018 image1.png
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