RFP_250186_FORM_700.pdf
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- Attached to
- Northbound State Route 57 Truck Climbing Lane Project Public Communications and Community Outreach Support
- Solicitation number
- 250186
- Issued by
- Orange County, California
About this file
This is a Form 700 conflict of interest determination email from the Orange County Transportation Authority (OCTA) General Counsel regarding RFP 25-0186 for the Northbound State Route 57 (SR-57) Truck Climbing Lane Project Public Communications and Community Outreach Support. The project involves providing public communications and outreach support for a truck climbing lane initiative on State Route 57 in California. The contract budget is $350,000 with an initial three-year term. The scope of work requires consultant personnel to provide communications and community outreach services in support of this transportation infrastructure project.
OCTA General Counsel James M. Donich determined that consultant personnel performing the duties outlined in this RFP would not be required to file Form 700 conflict of interest disclosures under OCTA's Conflict of Interest Code. The determination was based on the finding that the consultant personnel would not authorize or direct any actions, votes, appointments, obligate OCTA to any course of action, enter into contractual agreements on behalf of OCTA, or provide information, opinions, or recommendations that would directly affect OCTA decisions without significant intervening substantive review by OCTA personnel, counsel, and management. This legal opinion was provided in response to Form 700 procedures that CAMM (Contracts Administration and Materials Management) is required to follow following a recent internal audit.
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From: James M. Donich To: Iris Deneau Cc: Michael Cardozo Subject: Re: Form 700 Review RFP 250186 Northbound State Route 57 (SR-57) Truck Climbing Lane Project Public
Communications and Community Outreach Support Date: Wednesday, January 14, 2026 6:15:46 PM
I have reviewed the SOW for RFP 25-0186 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
James M. Donich Shareholder D: 714-415-1015 jdonich@woodruff.law 555 Anton Boulevard, Suite 1200 Costa Mesa, California, 92626 Celebrating 50 years of excellence www.woodruff.law
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From: Iris Deneau <ideneau@octa.net> Date: Wednesday, January 14, 2026 at 4:33 PM To: James M. Donich <jdonich@woodruff.law> Cc: Michael Cardozo <mcardozo@octa.net> Subject: FW: Form 700 Review RFP 250186 Northbound State Route 57 (SR-57) Truck Climbing Lane Project Public Communications and Community Outreach Support
Hi James, 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 Northbound State Route 57 (SR-57) Truck Climbing Lane Project Public Communications and Community Outreach Support. 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: Tuesday, January 13, 2026 4:18 PM To: Iris Deneau <ideneau@octa.net> Subject: Form 700 Review RFP 250186 Northbound State Route 57 (SR-57) Truck Climbing Lane Project Public Communications and Community Outreach Support
Hello Iris, Please see attached for Form 700 Review.
Thank you, Michael Cardozo | Senior 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
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