RFP_250185_SOW_Exhibit_A.pdf

RFP 250185

EXHIBIT A

Scope of Work

Electronic Toll and Traffic Management System Technical Support/Oversight Services

The Orange County Transportation Authority (OCTA) owns and operates the 405 Express Lanes and 91 Express Lanes (Orange County segment), two (2) toll facilities that are located on Interstate 405 (I-405) and State Route 91 (SR-91), respectively. In 2018, OCTA executed an agreement with Kapsch TrafficCom USA, Inc., (Kapsch) for the design, implementation, installation and operation of the Electronic Toll and Traffic Management (ETTM) system for both the 91 Express Lanes and 405 Express Lanes.

Kapsch is to replace the legacy system on the 91 Express Lanes and will be implementing a new system for the 405 Express Lanes. In December 2023, the 405 Express Lanes officially went live and in January 2025, OCTA provided final acceptance of the 405 Express Lanes project – Implementation Phase. In terms of the 91 Express Lanes’ replacement, the work is still in progress.

OCTA is seeking a tolling consultant to provide ETTM technical support/oversight support services for the 405 Express Lanes and 91 Express Lanes. At OCTA’s direction, the consultant shall perform the specific services identified below. There can be circumstances in which OCTA will task the consultant to perform other scope-related work.

The Consultant shall:

• Review and provide comments to California Department of Transportation (Caltrans) construction plans of general-purpose lanes projects, which may impact the Express Lanes.

• Review, comment, and recommend for approval of Kapsch’s plans, including but not limited to, design, electrical, installation.

• Review and provide comments to Kapsch’s Requests for Information (RFI).

• Review and provide comments and recommendations to OCTA for Kapsch’s Change Orders.

• Provide oversight of implementation of the 405 Express Lanes shadow dynamic pricing.

• Review and comment of Kapsch’s updated documentation and deliverables.

• Oversee Key Performance Indicators (KPI) reporting including:

o Facilitate and participate in KPI workshops and submittal reviews.

o Review, comment on all submitted reports, and recommend for either approval or resubmittal.

RFP 250185

EXHIBIT A

o Validate/Audit KPIs submitted.

• Facilitate and oversee project close-out and acceptance, including:

o Coordination and oversight of Operational Acceptance Testing (OAT).

o Review, comment, and recommend for approval of all as-builts documentation and Kapsch’s deliverables.

o Review of final invoicing and other close-out documentations.

• Facilitate and participate in meetings to coordinate activities and schedules between OCTA, the ETTM system integrator, the back-office integrator, Caltrans, and other third-parties, as applicable.

The technical lead assigned will serve as the point of contact for this contract.

PROHIBITION

The firm, including all subcontractors (at any tier), regardless of the level of service provided by said subconsultant(s), awarded the design, implementation, installation and operation contract of the ETTM, may not submit a proposal for this procurement.

Furthermore, Offeror(s) are advised that the evaluation of the team composition with regards to the conflicts of interest will be done on a case-by-case basis, when such evaluation is requested prior to submitting a proposal.

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.