RFP_250066_Form_700.pdf
PDF 460 KB Posted
- Attached to
- OCTA Preserves Property Patrol Services
- Solicitation number
- 250066
- Issued by
- Orange County, California
About this file
This file is a Form 700 conflict-of-interest determination email exchange involving the Orange County Transportation Authority (OCTA), regarding RFP 250066 for Property Patrol Services. The OCTA General Counsel reviewed the Scope of Work for the property patrol services solicitation to determine whether consultant personnel performing the contracted duties would be required to file Form 700 conflict-of-interest disclosures under OCTA's Conflict of Interest Code. The property patrol services project has a budget of $295,000 for a two-year term. The determination was requested by the Contracts Administration and Materials Management (CAMM) section as part of Form 700 procedures required following an internal audit.
In his written determination dated October 10, 2025, OCTA General Counsel James M. Donich concluded that the RFP and its Scope of Work would not require Form 700 filings from consultant personnel. The General Counsel determined that the consultant personnel would not authorize or direct actions, votes, appoint persons, obligate OCTA to any course of action, or enter into contractual agreements on OCTA's behalf. Additionally, no consultant personnel would provide information, opinions, or recommendations for decision-making without significant intervening substantive review by OCTA personnel, counsel, and management. This determination satisfied OCTA's internal audit requirements regarding conflict-of-interest compliance for this procurement.
View the file
Other files
| File | Type | Posted |
|---|---|---|
| OCTA_Preserves_Property_Patrol_Services_(Addendum_#1_Revision).pdf | ||
| RFP_250066_PP-APPROVED.pdf | ||
| RFP_250066_PS.doc | DOC document | |
| RFP_250066_PP.docx | DOCX document | |
| RFP_250066_Agreement_Exhibit_C.pdf | ||
| RFP_250066_Price_Summary_Sheet_Exhbit_B.pdf | ||
| RFP_250066_SOW_Exhibit_A.pdf | ||
| RFP_250066_Agreement_Exhibit_C_gmedits.docx | DOCX document | |
| RFP_250066_PP_gmedits.docx | DOCX document | |
| RFP_250066_PS_gmedits.doc | DOC document | |
| RFP_250066_SOW_Exhibit_A_GMEDITS.docx | DOCX document | |
| RFP_250066_SOWV.pdf | ||
| RFP_250066_Safety_Specifications_Exhibit_D.pdf | ||
| RFP_250066_Public_Notice.doc | DOC document | |
| RFP_250066_Insurance_Indemnification_Memo.docx | DOCX document | |
| RFP_250066_ICE.pdf |
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From: James M. Donich To: Iris Deneau Cc: Michael Cardozo Subject: Re: FORM 700 Review: RFP 250066 Property Patrol Services Date: Friday, October 10, 2025 1:39:01 PM
I have reviewed the SOW for RFP 5-0066 as to whether the personnel performing these duties would be required to file Form 700's under OCTA's Conflict of Interest Code. Based upon my review, it is the opinion of General Counsel that this RFP and the SOW would not require the filing of Form 700's. The consultant personnel anticipated by this RFP would not 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. Moreover, no personnel provided for by this RFP would 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.
James Donich OCTA General Counsel
555 Anton Blvd Suite 1200 Costa Mesa CA 92626
James M. Donich Director & Shareholder D: 714-415-1015 jdonich@woodruff.law www.woodruff.law
CONFIDENTIALITY NOTICE – This e-mail transmission, and any documents, files or previous e-mail messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, or a person responsible for delivering it to the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution or use of any of the information contained in or attached to this transmission is STRICTLY PROHIBITED. If you have received this transmission in error, please immediately notify the sender by telephone at 714-415-1015 or return e-mail and delete the original transmission and its attachments without reading or saving in any manner. Thank you.
On Oct 9, 2025, at 3:11 PM, Iris Deneau <ideneau@octa.net> wrote:
Hi James, Please note that with the transition to OpenGov, the numbering convention for solicitations has changed. So RFP 250066 is correct.
As part of the Form 700 procedures that CAMM is required to follow as a result of the recent Internal Audit, attached please find the scope of work for mailto:jdonich@woodruff.law mailto:ideneau@octa.net mailto:mcardozo@octa.net mailto:jdonich@woodruff.law https://nam11.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.yourdomain.url%2F&data=05%7C02%7Cmcardozo%40octa.net%7C3a4c00e65e954021818308de083d064f%7C1e952f6cc8fc4e38b476ab4dd5449420%7C0%7C0%7C638957255410128170%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=DiMbCYc5NeebF72UEpUWG%2FUrrtkHj5WHBEsxquSKC2U%3D&reserved=0 https://nam11.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.woodruff.law%2F&data=05%7C02%7Cmcardozo%40octa.net%7C3a4c00e65e954021818308de083d064f%7C1e952f6cc8fc4e38b476ab4dd5449420%7C0%7C0%7C638957255410152814%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=ad2XBuj21qdD4VCYPfiXImnAa8HgSDzGUjf5ARoRWdc%3D&reserved=0
Property Patrol Services. Upon your review, please provide your written determination if the agreement awarded as a result of this solicitation will be subject to the Form 700 requirements. If you require additional information, please let me know.
Thank you, Iris Deneau | Section Manager, Procurement Contracts Administration and Materials Management Orange County Transportation Authority ( 714.560.5786 | 7 714.560.5792 550 South Main Street | PO Box 14184 | Orange, CA 92863-1584 CAMM - Procurement with Integrity
P Please consider the environment before printing this e-mail.
From: Michael Cardozo <mcardozo@octa.net> Sent: Thursday, October 9, 2025 10:08 AM To: Iris Deneau <ideneau@octa.net> Subject: FORM 700 Review: RFP 250066 Property Patrol Services
Hello Iris, Please see attached for Form 700 review.
Thank you, Michael Cardozo | Contract Administrator Contracts Administration and Materials Management Orange County Transportation Authority ( 714.560.5627 550 South Main Street | PO Box 14184 | Orange, CA 92863-1584
The information in this e-mail and any attachments are for the sole use of the intended recipient and may contain privileged and confidential information. If you are not the intended recipient, any use, disclosure, copying or distribution of this message or attachment is strictly prohibited. If you believe that you have received this e-mail in error, please contact the sender immediately and delete the e-mail and all of its attachments.
<_SOW.docx>
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