RFP_250173__Scope_of_Work.doc

LONG-RANGE TRANSPORTATION PLAN TELEPHONE TOWN CALL

SCOPE OF WORK

BACKGROUND

The Orange County Transportation Authority’s (OCTA) projects, programs and services affect every aspect of transportation within Orange County. OCTA is a multimodal agency involved in decisions that affect the daily quality of life for more than three million people who live in Orange County and countless others who travel here.

As the region’s transportation agency, OCTA is responsible for providing public transportation via countywide bus service, coordinating rideshare services, funding the three Metrolink lines in the county, operating Express Lanes, working with Caltrans to improve freeways, partnering with local jurisdictions to improve streets and roads, administering the Measure M Transportation Investment Plan, and developing and implementing short- and long-term transportation plans.

Every four years, OCTA updates the Long-Range Transportation Plan (LRTP). The multimodal projects and programs included in the plan are the basis for the Southern California Association of Governments’ (SCAG) Regional Transportation Plan (RTP). The LRTP provides a visionary blueprint for transportation improvements for Orange County and input into the development of the RTP.

The general goals of the LRTP are to assess the performance of the transportation system over a 20-plus year horizon, and to identify the projects that best address the needs of the system based on expected population, housing and employment growth, while also taking forecasted financial assumptions into account. The LRTP provides both a financially constrained plan, which considers funding limitations, and an unconstrained plan, which contains an array of potential improvements should additional funding sources become available.

GOAL

OCTA strives to increase public awareness and participation through a variety of outreach activities and tactics throughout all stages of major planning studies, such as the LRTP. Public engagement is important both in the beginning “blue sky” phase to help with brainstorming, and in obtaining more specific feedback on the draft plan later in the process.

OCTA is seeking a teleservices company (CONSULTANT) with appropriate in-house software to develop and administer a countywide telephone town call. The goal is to host a live and interactive countywide town call. The public’s opinions, ideas and priorities gathered from the town call will be analyzed along with technical data that will result in a final plan, which will then be provided to SCAG.

The town call will:

· Be accessible by phone or online via live web streaming

· Inform the public about the LRTP

· Ask live survey questions and receive responses immediately from participants

· Provide a platform for the public to ask questions and receive answers live

· Provide staff with the opportunity to seek opinions and have discussions with members of the public

SCOPE OF WORK

OCTA is seeking a CONSULTANT with a demonstrated track record of organizing and conducting regional telephone town calls related to transportation or other government agency projects.

With OCTA project management approval, the CONSULTANT shall complete the tasks below under a firm-fixed price agreement.

It is anticipated that one countywide town call will be held as part of the LRTP public outreach process and will be simulcasted in English, Spanish and Vietnamese. OCTA will be looking to the CONSULTANT to determine the make-up of the town call to obtain feedback from the public as efficiently and effectively as possible. OCTA will handle promotion of the town call and creation of the script and questions.

Task 1: Overall strategy and work plan

· Review the proposed town call approach with OCTA

· Agree on list size and duration for town call (location area is County of Orange, California)

· Create a work plan and timetable

· Provide input to OCTA to help aid in the creation of the town call format

Task 1 Deliverables

· Anticipated work plan and project schedule with emphasis on key milestones

· Town call coverage area list and corresponding dial-out list size

Task 2: Preparation for town call

· Customize a teleservice web-based software program for a town call format that includes three languages (English, Spanish and Vietnamese), including building in the ability to poll participants live, screen and take live questions, and stream the audio live online

· Provide general feedback on poll questions

· Establish an event specialist that will assist in running the technical side of the town call

· Invite participants to the town call with a countywide pre-call Task 2 Deliverables

· Draft/test teleservice web-based software program for town call to be simulcasted in three languages

· Contact information/meeting with day-of event specialist to run the technical side of the town call

· Administer countywide pre-call to encourage participation in town call

Task 3: Administer town call(s)

· Provide customized teleservice web-based software program for town call

· Manage customized teleservice web-based software program for town call via established event specialist

· Collect live poll answers from participants, along with information about how many people were called, how many participated, and how they engaged

· Provide audio recording of town call

Task 3 Deliverables

· Customized teleservice web-based software program

· Day-of event specialist

· Detailed report/matrix of poll results and town call participation

· Audio recording of town call(s)

GENERAL INFORMATION

OCTA’s Project Manager will approve all work completed by the CONSULTANT.

TIMEFRAME

Town call work and associated reports shall be completed no later than fall 2026.

LIMITATION ON GOVERNMENTAL DECISIONS

Nothing contained in this scope of work permits the 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.