aPPROvED BUDGET SERvicES JUSTificaTiOnS by pyj86964

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									Orange County
Transportation Authority


                           aPPROvED BUDGET
                           SERvicES JUSTificaTiOnS
                                Fiscal Year 2009-2010




                                                        08-252_1
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:          7511     Prof Serv-Legal
Description:              Legal Costs for Measure M
Quantity/Cost:            1 @ $200,000                                                                     FY10-0041
Budget Request:         $ 200,000                                                         IFAS#: 0010-7511-M0001-SD5


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Legal contingency against potential action.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-94-852

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0010-7511-MOOO1-SD5
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7512      Prof Serv-Audit
Description:              General Auditing Srvcs for Price Reviews and Buy America
Quantity/Cost:            1 @ $40,000                                                                               FY10-0042
Budget Request:        $ 40,000                                                                IFAS#: 0010-7512-A1211-KGK


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
General auditing services are used, on an on-call CTO basis, to provide for price reviews of proposed contract pricing for
Authority contracts and Buy America audits for Federal Transit Administration. Current contracts for these services expire
6/30/09.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0309, C-8-0935, C-8-0936, C-0937

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
1610-7512-A1211-KGK, 0010-7512-A1211-KGK
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7512      Prof Serv-Audit
Description:              General Auditing Services
Quantity/Cost:            1 @ $125,000                                                                                FY10-0043
Budget Request:        $ 125,000                                                               IFAS#: 0010-7512-M0001-KHL


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
General auditing services are used, on an on-call CTO basis, to provide for price reviews of proposed contract pricing for
Authority contracts and Buy America audits for Federal Transit Administration.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0225, C-8-0917, C-8-0918, C-0919

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1610-7512-A0001-KHL, 0010-7512-M0001-KHL
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7514      Prof Serv-Right of Way Service
Description:              SR-22 Right of Way Support Services
Quantity/Cost:            1 @ $450,000                                                                               FY10-0046
Budget Request:        $ 450,000                                                                 IFAS#: 0010-7514-F7100-7SJ


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Acquisition & relocation of property, environmental, title & escrow, appraisal & appraisal review, excess land disposition, ROW
engineering, real estate property services as related to SR-22 project.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-2-0800, C-6-0653 (Overland, Pacific & Cutler)

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Contract Task Order

What is the current 16-digit account string associated with this PO/Contract?
0010-7514-F7100-7SJ
Budget Justifications

Division:       05       Development
OrgKey:         0010     Local Transport Auth Meas-M I
Object:         7514     Prof Serv-Right of Way Service
Description:             I-5 Gateway ROW Support Services
Quantity/Cost:           1 @ $1,200,000                                                                            FY10-0045
Budget Request:        $ 1,200,000                                                           IFAS#: 0010-7514-F1610-AMN


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Acquisition & relocation services, appraisal & appraisal review services, removal of improvements, Data/ Mapping Services and
resolution of legal issues, etc. as related to I-5 Gateway Project delivery.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-4-1081, (12-495)

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0010-7514-F1610-AMN
Budget Justifications

Division:        05       Development
OrgKey:          0010     Local Transport Auth Meas-M I
Object:          7514     Prof Serv-Right of Way Service
Description:              Metrolink Expansion ROW Support Services
Quantity/Cost:            1 @ $1,000,000                                                                                FY10-0050
Budget Request:         $ 1,000,000                                                                IFAS#: 0010-7514-T5400-FV7


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Acquisition & relocation services, environmental services, title and escrow services, appraisal & appraisal review services and
ROW engineering services, etc. as related to project delivery of Metrolink Service Expansion.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-0777

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0010-7514-T5400-FV7
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7514      Prof Serv-Right of Way Service
Description:              Develop ROW protection for policy and procedure
Quantity/Cost:            1 @ $49,500                                                                        FY10-0048
Budget Request:        $ 49,500                                                             IFAS#: 0010-7514-M0001-P4T


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Consultant services to develop a policy and procedure for the protection of right of way.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:        05       Development
OrgKey:          0010     Local Transport Auth Meas-M I
Object:          7514     Prof Serv-Right of Way Service
Description:              West County Connector- ROW Support Services                                           Grant Funded:
Quantity/Cost:            1 @ $750,000                                                                                  FY10-0047
Budget Request:         $ 750,000                                                                 IFAS#: 0010-7514-F7200-N1C


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Acquisition & relocation services, environmental services, title and escrow services, appraisal & appraisal review services and
ROW engineering services, etc. as related to SR-22 West County Connector project.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0822 (Overland, Pacific & Cutler)
100% CMAQ $3,100,000 based on proposed PCR dated 5/28/08.

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
0010-7514-F7200-N1C; 0010-7514-F7210-HEE
Budget Justifications

Division:        05        Development
OrgKey:          0010      Local Transport Auth Meas-M I
Object:          7514     Prof Serv-Right of Way Service
Description:               On-Call Right of Way Support Services for Highway projects only
Quantity/Cost:             1 @ $357,500                                                                                 FY10-0044
Budget Request:         $ 357,500                                                                  IFAS#: 0010-7514-F1110-KQS


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Acquisition & relocation of property, environmental, title & escrow, appraisal, appraisal review & specialty appraisals, excess
land disposition, ROW engineering, real estate property services, property management services, co-op audit review, data
services, etc. to advance OCTA's Highway project deliveries.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JUL 2009
Budget Justifications

Division:        05        Development
OrgKey:          0010      Local Transport Auth Meas-M I
Object:          7514     Prof Serv-Right of Way Service
Description:               On-Call Right of Way Support Services for Transit projects only
Quantity/Cost:             1 @ $357,500                                                                                 FY10-0049
Budget Request:         $ 357,500                                                                  IFAS#: 0010-7514-T0001-P4S


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Acquisition & relocation of property, environmental, title & escrow, appraisal & appraisal review, specialty appraisals, excess
land disposition, ROW engineering, real estate property services, property management services, co-op audit review, data
services, etc. to advance OCTA's Transit project deliveries.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
Multiple Agreements

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Contract Task Order

What is the current 16-digit account string associated with this PO/Contract?
0010-7514-T0001-P4S
Budget Justifications

Division:       05       Development
OrgKey:         0010     Local Transport Auth Meas-M I
Object:         7515     Investment Fee - Port Mgr
Description:             Investment Fees
Quantity/Cost:           1 @ $496,117                                                                      FY10-0051
Budget Request:        $ 496,117                                                          IFAS#: 0010-7515-A0001-PZZ


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Investment Fees, which is based upon a percentage of cash balance as of 12/31/08.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:      05       Development
OrgKey:        0010     Local Transport Auth Meas-M I
Object:        7517     Rail ROW Maintenance Services
Description:            PE#02 ROW Maintenance
Quantity/Cost:          1 @ $70,000                                                                        FY10-0052
Budget Request:       $ 70,000                                                            IFAS#: 0010-7517-T1000-ASA


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
ROW mainteinance services for the OCTA owned PE#02 ROW parcels

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-3-0912

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0010-7517-T1000-ASA
Budget Justifications

Division:      05        Development
OrgKey:        0010      Local Transport Auth Meas-M I
Object:        7517      Rail ROW Maintenance Services
Description:             Landscape Maintenance Services for PE02 Landscape Projects
Quantity/Cost:           1 @ $25,000                                                                            FY10-0053
Budget Request:       $ 25,000                                                              IFAS#: 0010-7517-T1000-G88


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Monthly landscape maintenance services to maintain Landscape Improvement Projects along the abandoned Pacific Electric
Corridor (PE02) between west side of Beach Blvd, Stanton to the LA County line in Cypress.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-0517 (UP Landscape Maintenance, Inc)

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0010-7517-T1000-G88
Budget Justifications

Division:        05        Development
OrgKey:          0010      Local Transport Auth Meas-M I
Object:          7519      Prof Serv-Other Prof Services
Description:               Trust Services for Long Term Debt
Quantity/Cost:             1 @ $25,000                                                                                   FY10-0059
Budget Request:         $ 25,000                                                                  IFAS#: 0010-7519-M0001-E6U


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Final product is the ongoing oversight of the Authority's long-term debt. The purpose of a Trustee is to have a financial
institution with trust powers to act in a fiduciary capacity for the benefit of the bondholders in enforcing the terms of the bond
contract. Some of the services a Trustee provides include:

* Receive and hold in trust certain funds, including but not limited to, sales tax revenues and certain bond proceeds, and allocate
the funds to various accounts and to various parties, as provided by the bond documents.
* Maintain a system for registration, exchange and transfer of the bonds.
* Invest funds held in designated accounts in qualified investment securities, as defined in the bond documents, in accordance
with directions from the Authority.
* Pay principal and interest components to bondholders from designated accounts.

The current Trustee is responsible for all long-term LTA debt. This includes LTA debt issuances in 1992, 1994, 1997, 1998, and
2001.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-0858

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0010-7519-M0001-E6U
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7519      Prof Serv-Other Prof Services
Description:              Economic Advisory Services
Quantity/Cost:            3 @ $10,000                                                                                   FY10-0061
Budget Request:        $ 30,000                                                                   IFAS#: 0010-7519-M0001-F5C


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The Authority requires a thirty-year sales tax/economic forecast for Orange County. This information contains general
economic data as well as projections of taxable sales transactions that serve as key indicators of the Authority's future revenue
streams. The information is incorporated into all of the Authority's short and long term planning models, such as, the
Comprehensive Business Plan, the annual budget, rating agency/investor presentation books and presentations to the Board of
Directors.

Traditionally, the Authority contracted only with Chapman University for this service. However, on October 24, 2005, the
Board directed staff to use an average of projections prepared by Chapman University, California State University, Fullerton and
the University of California, Los Angeles.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-3-1255, C-8-0836, C-6-0898

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0010-7519-M0001-F5C
Budget Justifications

Division:        05         Development
OrgKey:          0010       Local Transport Auth Meas-M I
Object:          7519       Prof Serv-Other Prof Services
Description:                Financial Advisory Services
Quantity/Cost:              1 @ $30,000                                                                                      FY10-0063
Budget Request:         $ 30,000                                                                     IFAS#: 0010-7519-M0001-GRV


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The final product consists of on-going financial advice to the Authority and to assist with future financing and refinancing. The
financial advisor shall be available as determined by the Authority to provide analysis, consultation and support for all financial
and other related matters affecting the capital and operating finances of the Authority. The financial advisor may be requested
to assist staff in the following areas:

* Provide creative solutions to funding, financing, cash flow and other monetary challenges
* Evaluate potential bond issues, refunding, advance refunding, short-term financing mechanisms, leases, derivative products
* Assist staff in soliciting proposals for bond counsel, underwriter (s), issuing and paying agents, letter of credit providers,
liquidity providers, trustees, printers etc., if necessary
* Assist in the structuring of Bond/COP/TECP issues including: rating agency / investor preparations, sizing and timing of
sale, callability, maturities, reserve funds, capitalized interest, and other matters which may assist in obtaining the lowest interest
cost for the issue
* Provide advice, written analysis and assistance regarding the benefits of possible credit enhancements and / or the use of
derivative products
* Prepare written reports before and after pricing indicating market comparables (including gross spread, management fee and
takedown comparables) and overall market conditions
* Serve as the Authority’s agent with respect to the pricing of the bonds and minimizing the cost of issuance
* Provide oral and / or written updates to the Board of Directors and sub-committees
* Assist the Authority staff in the review of all bond allocations to assure equity among the financing team and assist in the
preparation of a written report supporting the bond allocation process
* Assist in the preparation of debt reports to the Board of Directors and / or sub committees

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0883
C-8-1241

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0010-7519-M0001-GRV
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7519      Prof Serv-Other Prof Services
Description:              Rebate Report
Quantity/Cost:            1 @ $30,000                                                                                  FY10-0064
Budget Request:        $ 30,000                                                                  IFAS#: 0010-7519-M0001-HP8


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
A rebate report will be prepared and distributed to the trustee and be made available to investors. The IRS will also get a copy
of the calculations.

A separate arbitrage report is required for the different series of Measure M bonds and it must be performed every five years or
when the final maturity occurs on the debt issuances. The report is required by the IRS and it will determine if the Authority
has to refund excess interest revenues to the IRS.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
APR 2010
Budget Justifications

Division:       05       Development
OrgKey:         0010     Local Transport Auth Meas-M I
Object:         7519     Prof Serv-Other Prof Services
Description:             SR-22/I-405/I-605 HOV Connector Projects (2) - Design Services                    Grant Funded:
Quantity/Cost:           1 @ $2,080,000                                                                            FY10-0057
Budget Request:        $ 2,080,000                                                            IFAS#: 0010-7519-F7200-N1C


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The projects are in the final design phase to build direct HOV connectors from SR-22 to I-405 and from I-405 to I-605. The
budget request is for design contingency based on 15% of the total contracts.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-6-0636 Parsons Transportation Group; C-7-0220 TRC Solutions, Inc.
CMAQ funded

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
0010-7519-F7200-NIC; 0010-7519-F7210-HEE
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7519      Prof Serv-Other Prof Services
Description:              SR-22 Design-Build Project Management Services
Quantity/Cost:            1 @ $600,000                                                                              FY10-0055
Budget Request:        $ 600,000                                                               IFAS#: 0010-7519-F7100-5DK


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The existing Parsons Transportation Group contract provides additional staff resources and technical expertise to assist
Authority staff in managing the completion of the SR-22 Design-Build project, including a 3-year plant establishment period.
The plant establishment period is scheduled to be completed and maintenance to be turned-over to Caltrans by May 2011. The
Consultant will also provide professional and technical services required for the design and construction support of the Lewis
Channel Improvement Project.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-1-2069, Parsons Transportation Group

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0010-7519-F7100-5DK
Budget Justifications

Division:       05       Development
OrgKey:         0010     Local Transport Auth Meas-M I
Object:         7519     Prof Serv-Other Prof Services
Description:             SR - 22 Soundwalls - Design Services
Quantity/Cost:           1 @ $50,000                                                                                FY10-0056
Budget Request:        $ 50,000                                                            IFAS#: 0010-7519-F7100-KHM


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Prepare PS&E package for the additional Soundwalls along SR 22. The need of these Soundwalls was identified after
construction of the HOV project was completed. This budget request is for design contingency.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-0995, A-1; C-7-0096, A-1

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
0010-7519-F7100-KHM
Budget Justifications

Division:       05       Development
OrgKey:         0010     Local Transport Auth Meas-M I
Object:         7519     Prof Serv-Other Prof Services
Description:             GIS On-Call Services
Quantity/Cost:           1 @ $200,000                                                                             FY10-0066
Budget Request:        $ 200,000                                                              IFAS#: 0010-7519-M0001-P37


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Task order based agreement to augment staff resources in the areas of GIS database maintenance and development, production
of project level maps and other geographic information products, work process automation, user application and Web site
development to support M1 implementation, closeout, and transition to M2. In calendar year 2008, the GIS section produced
approximately 860 technical map products and processed almost 1,200 geographic and other data sets. Generally, 20-40% of
GIS staff resources are provided through professional services. To maintain the current level of service and responsiveness,
continued augmentation is required.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0734

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Contract Task Order

What is the current 16-digit account string associated with this PO/Contract?
0010/7519/M0001/P37
Budget Justifications

Division:        05        Development
OrgKey:          0010      Local Transport Auth Meas-M I
Object:          7519      Prof Serv-Other Prof Services
Description:               OCTAM Transit Model Validation Data
Quantity/Cost:             1 @ $160,000                                                                                   FY10-0065
Budget Request:         $ 160,000                                                                   IFAS#: 0010-7519-M0001-P36


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Collect trip origin and destination, and limited trip characteristics of bus riders to provide transit data needed to develop and
validata the transit component of OCTA's OCTAM3.3 regional transit model. OCTAM3.3 will feed into SCAG's regional
model update.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
FEB 2009
Budget Justifications

Division:      05        Development
OrgKey:        0010      Local Transport Auth Meas-M I
Object:        7519      Prof Serv-Other Prof Services
Description:             I-5 Gateway Landscaping - Caltrans Design
Quantity/Cost:           1 @ $127,000                                                                           FY10-0054
Budget Request:       $ 127,000                                                            IFAS#: 0010-7519-F1610-5HT


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
I-5 Gateway construction project is a freeway widening, HOV improvement to the section of I-5 located in Buena Park and La
Mirada. This project segment in Orange County will add one HOV and one general purpose lane in each direction from the SR-
91 north to the Los Angeles County Line. The I-5 Gateway project is owned and operated by Caltrans. This budget request is
for PS&E work by the Caltrans landscaping design group.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-5-0672 (12-482)

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0010-7519-F1610-5HT
Budget Justifications

Division:       05       Development
OrgKey:         0010     Local Transport Auth Meas-M I
Object:         7519     Prof Serv-Other Prof Services
Description:             Marketing MSEP (Metrolink)
Quantity/Cost:           1 @ $200,000                                                                             FY10-0074
Budget Request:        $ 200,000                                                             IFAS#: 0010-7519-T5400-RCX


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The Orange County Transportation Authority Board of Directors approved the Metrolink Service Expansion Program (MSEP)
for high frequency Orange County Metrolink service between Laguna Niguel/ Mission Viejo and Fullerton by the year 2010. To
ensure high awareness and promote usage of the new and existing Metrolink service, a professional marketing agency is needed
to assist staff to develop and create a strategic marketing/communication program. The budget amount is based on cost
projections in performing the needed tasks as follows:

$200,000
Creative Design $100K
Web Development/E-Marketing $100K

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JAN 2009
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7519      Prof Serv-Other Prof Services
Description:             West County Connectors Public Outreach
Quantity/Cost:            1 @ $300,000                                                                              FY10-0058
Budget Request:        $ 300,000                                                               IFAS#: 0010-7519-F7210-RXA


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The West County Connectors Design Phase Public Awareness Campaign (PAC) will proactively provide information about the
project through written and electronic media sources, public speakers, and provide quick responses and resolutions to
community concerns. The consultant will assist OCTA internal staff in developing and conducting a comprehensive public
outreach program working in tandem with the technical team during construction. The public outreach program will share with
the public the general scope of the project and the project's progress. The primary goal of the public outreach program is to
inform motorists, merchants, employers, local residents, elected officials, and government agencies about construction impacts
and steps that can be taken to minimize those impacts. The consultant assists OCTA with providing public information
proactively through written and electronic media sources, public speakers, and provides quick responses and resolutions to
community concerns to keep traffic moving during the construction period. The public outreach program is an effective tool
for building partnerships, reaching affected audiences, and teaching commuters how to take advantage of the improved facility
once construction is complete.

The public outreach program will educate the community on the requirements of construction and ultimate project benefits.
When community members are notified of construction needs, it has been determined they are much more tolerant of
construction.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
MAR 2009
Budget Justifications

Division:      05        Development
OrgKey:        0010      Local Transport Auth Meas-M I
Object:        7519      Prof Serv-Other Prof Services
Description:             Go Local Step Two fixed guideway consultant support services
Quantity/Cost:           1 @ $1,250,000                                                                         FY10-0078
Budget Request:       $ 1,250,000                                                           IFAS#: 0010-7519-T5412-3SB


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
In May 2008, the Board directed staff to procure additional resources to supplement the Go Local Step Two programmatic
development of the Go Local fixed-guideway projects from the cities of Anaheim and Santa Ana, including project management
oversight and technical support. The project management consultant will serve as an extension of staff in the project
development and oversight of the Go Local fixed-guideway projects through the alternatives analysis and environmental
clearance processes.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
Fixed Guideway PMO Contract: C-8-1290 Contract Value: 2,000,000

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0010-7519-T5412-3SB
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7519      Prof Serv-Other Prof Services
Description:              On-Call Transportation Modeling Services
Quantity/Cost:            1 @ $275,000                                                                                FY10-0060
Budget Request:        $ 275,000                                                                 IFAS#: 0010-7519-M0001-F10


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
During FY 2010, the modeling section is expected to provide modeling support using 12 firms currently under contract on a
task order basis. This is the last year of a three-year on-call contract with these 12 firms. This budget request will be used to
continue supporting an expansive set of priorities in the coming fiscal year with the aim of providing good products and services
to OCTA, balancing peak workload, and providing technical expertise not available with in-house staff.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-0904, C-7-0905, C-7-0906, C-7-0907, C-7-0908, C-7-0909, C-7-0910, C-7-0911, C-7-0912, C-7-0913, C-7-0914

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Contract Task Order

What is the current 16-digit account string associated with this PO/Contract?
0010 7519 M0001 F10
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7519      Prof Serv-Other Prof Services
Description:              On-Call Traffic Engineering Services                                              Grant Funded:
Quantity/Cost:            1 @ $6,257,000                                                                             FY10-0071
Budget Request:        $ 6,257,000                                                              IFAS#: 0010-7519-R5070-P33


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
During FY 2010, the traffic operations section is expected to undertake 7 signal timing projects using multiple firms on a task
order basis. $6,061,000 of the requested amount will be used to support this set of projects in the coming fiscal year with the
aim of providing good products and services to OCTA, balancing peak workload, and providing technical expertise not available
with in-house staff. In addition $196,000 of the requested amount will be used to provide program management support for
OCTA. Proposition 1B, Traffic Light Signal Sync Program, expeted to fund 50% of the program costs.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0612

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Contract Task Order

What is the current 16-digit account string associated with this PO/Contract?
0010 7519 R5070 F82
Budget Justifications

Division:      05       Development
OrgKey:        0010     Local Transport Auth Meas-M I
Object:        7519     Prof Serv-Other Prof Services
Description:            Demographic Projections and SB 375 Services
Quantity/Cost:          1 @ $122,944                                                                           FY10-0062
Budget Request:       $ 122,944                                                            IFAS#: 0010-7519-M0001-F5F


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The California Stata University Fullerton Center for Demographic Research is under contract with OCTA to provide
demographic forecasts for Orange County and support for SB 375.
These will be input into the OCTAM travel demand model and be used for Major Investment Studies, PSR's, New Starts
Studies and other projects.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C60191

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
0010 7519 M0001 F5F
Budget Justifications

Division:        05        Development
OrgKey:          0010      Local Transport Auth Meas-M I
Object:          7519      Prof Serv-Other Prof Services
Description:               M2 Regional Capacity Needs Assessment
Quantity/Cost:             1 @ $275,000                                                                                  FY10-0069
Budget Request:         $ 275,000                                                                   IFAS#: 0010-7519-R0001-P34


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Create a list of prioritized projects (hotspots, chokepoints, intersection widening, capacity widenings) to be eligible for funding
as part of the Renewed Measure M Regional Capacity Program. This project is a time and expense that was funded in FY 08/09
for $550,000. The $275,000 is for FY08/09 rollover that is not spent.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0611

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0010-7519-R0001-P34
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7519      Prof Serv-Other Prof Services
Description:              PMC Agreement with PB for MSEP support
Quantity/Cost:            1 @ $1,500,000                                                                              FY10-0072
Budget Request:        $ 1,500,000                                                              IFAS#: 0010-7519-T5400-DH8


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
SCRRA is the lead agency to implement rail infrastructure improvements necessary to support high frequency Metrolink service
in Orange County. The project includes construction of turnback facilities at Laguna Niguel and Fullerton, a layover facility in
north Anaheim/Fullerton, universal crossovers and signal system upgrades to support the improved infrastructure and service
levels.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-6-0165

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Contract Task Order

What is the current 16-digit account string associated with this PO/Contract?
0010-7519-T5400-DH8
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7519      Prof Serv-Other Prof Services
Description:              On Call Engineering Support
Quantity/Cost:            1 @ $100,000                                                                                 FY10-0075
Budget Request:        $ 100,000                                                                  IFAS#: 0010-7519-T5400-S87


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
On-call support (as needed) to perform independent cost reviews, technical analysis, preparation of PSRs, engineering feasibility
analysis, and other engineering tasks that might be required.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JUL 2009
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7519      Prof Serv-Other Prof Services
Description:              Station Assessment & Develop Comprehensive Rehabilitation Plan
Quantity/Cost:            1 @ $300,000                                                                                FY10-0076
Budget Request:        $ 300,000                                                                  IFAS#: 0010-7519-T5400-S89


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Stations are about 15 years old, there is a need to assess their physical condition. Issues such as access, elevators, TVMS, bus
access will be addressed. A recommendation of improvements will be developed for all stations to ensure everything is in good
working order and to maintain this capital investment.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
AUG 2009
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7519      Prof Serv-Other Prof Services
Description:              CTFP Project Related On-Call Services
Quantity/Cost:            1 @ $200,000                                                                                  FY10-0068
Budget Request:        $ 200,000                                                                  IFAS#: 0010-7519-R0001-P2M


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Consultant services are requested to augment staff capabilities to oversee and improve the delivery of local streets and roads
projects.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
TBD

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0010-7519-R0001-P2M
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7519      Prof Serv-Other Prof Services
Description:              Measure M Project Delivery Oversight
Quantity/Cost:            1 @ $150,000                                                                                FY10-0070
Budget Request:        $ 150,000                                                                  IFAS#: 0010-7519-R0001-S92


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Consultant services will be required to assist staff in performing field reviews on Measure M Street and road projects funded
through the Combined Transportation Funding Programs to ensure compliance with the program guidelines. These reviews
will become increasingly necessary as the sunset of M1 approaches.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JUN 2009
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7519      Prof Serv-Other Prof Services
Description:              Measure M Eligibility
Quantity/Cost:            1 @ $50,000                                                                               FY10-0067
Budget Request:        $ 50,000                                                               IFAS#: 0010-7519-M2050-P2N


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Consultant services are requested to supplement staff resources for annual review of local agency Measure M eligibility
information. Annual review and certification is a requirement for release of Measure M funds to local agencies. The work (must
be completed expeditiously to verify conformity) involves review of technical documents such as, local capital improvement
programs submitted by each of 35 agencies.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
APR 2009
Budget Justifications

Division:      05       Development
OrgKey:        0010     Local Transport Auth Meas-M I
Object:        7519     Prof Serv-Other Prof Services
Description:            Laguna Niguel/Mission Viejo Station Parking Expansion -Design
Quantity/Cost:          1 @ $1,500,000                                                                      FY10-0082
Budget Request:       $ 1,500,000                                                          IFAS#: 0010-7519-T5421-P49


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Development of PS&E for the Laguna Niguel/ Mission Viejo parking expansion. This project is associated with Metrolink
Service Expansion Program and the Comprehensive Funding Strategy and Policy Direction adopted by the board on November
21, 2005. Specific cooperative agreement with the City of Laguna Niguel will be developed.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
MAR 2009
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7519      Prof Serv-Other Prof Services
Description:              Rail Safety Outreach
Quantity/Cost:            1 @ $130,000                                                                               FY10-0073
Budget Request:        $ 130,000                                                                IFAS#: 0010-7519-T5400-PQ6


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The goal of the rail safety education program will be to educate and engage the public during the development of Metrolink
service expansion and rail safety. In general, the public outreach program will inform the target audiences of the program's
scope, purpose and Metrolink service expansion program's technical work, and educate the public about rail safety through a
comprehensive outreach program. This contract also will include media relations services to provide for special events, media
outreach, multi media production and other outreach for rail related activities.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-1153

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0010 7519 T5400 PQ6
Budget Justifications

Division:       05       Development
OrgKey:         0010     Local Transport Auth Meas-M I
Object:         7519     Prof Serv-Other Prof Services
Description:             ARTIC Consultant Support Services
Quantity/Cost:           1 @ $4,800,000                                                                            FY10-0079
Budget Request:        $ 4,800,000                                                            IFAS#: 0010-7519-T5420-P3H


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Project management and administrative support staff to assist in the management of the Anaheim Regional Transportation
Intermodal Center (ARTIC) Station which is a subset of the Metrolink Service Expansion Program. This will also include the
environmental clearance and advanced conceptual design for ARTIC.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-1133 (Atwell Consulting), Other agreements to follow

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
0010-7519-T5420-P3H
Budget Justifications

Division:      05       Development
OrgKey:        0010     Local Transport Auth Meas-M I
Object:        7519     Prof Serv-Other Prof Services
Description:            ARTIC Public Awareness Campaign
Quantity/Cost:          1 @ $50,000                                                                            FY10-0080
Budget Request:       $ 50,000                                                             IFAS#: 0010-7519-T5420-P3W


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
A consultant who will develop and implement a community relations and public awareness plan for the Anaheim Regional
Transportation Intermodal Center. The plan will be used to communicate with community members, stakeholders and elected
officials about the project. The purpose is to ensure the public is aware of project impacts.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
AUG 2009
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7519      Prof Serv-Other Prof Services
Description:              Go Local Step Two bus/shuttle consultant support services
Quantity/Cost:            1 @ $997,200                                                                                 FY10-0077
Budget Request:        $ 997,200                                                                  IFAS#: 0010-7519-T5410-3SB


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
In May 2008, the Board directed staff to procure outside resources to work directly with cities to conduct service planning for
the Go Local bus/shuttle concepts according to a set of Authority guidelines. The Board also directed staff to procure
additional resources to supplement the Go Local Step Two programmatic development of the mixed-flow bus/shuttle
proposals, including project management oversight and technical support. The service planning bench of consultants will assist
OCTA staff in assessing the feasibility of the bus/shuttle proposals by evaluating areas such as, but not limited to, potential
demand and customer needs, route segment and system performance, potential impacts to existing OCTA fixed-route bus and
paratransit service, boardings/revenue vehicle hours, resources, budgets, policies, and technical aspects of the proposed service.
The project management consultant will serve as an extension of staff in the project development and oversight of the Go Local
bus/shuttle projects through the Step Two process.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
Bus/Shuttle PMO: C-8-1144 Solis Group. Contract Value: $249,600
Bus/Shuttle Service Planning: C-8-1012 Dan Boyle and Assoc., C-8-1217 IBI Group, C-8-1216 HDR, C-8-1239 TMD Inc.
Contract Value: $1,080,000

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0010-7519-T5410-3SB
Budget Justifications

Division:       05       Development
OrgKey:         0010     Local Transport Auth Meas-M I
Object:         7519     Prof Serv-Other Prof Services
Description:             Tustin Rail Station Parking Expansion - Design Services                            Grant Funded:
Quantity/Cost:           1 @ $165,000                                                                               FY10-0083
Budget Request:        $ 165,000                                                              IFAS#: 0010-7519-T5424-GHR


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Development of PS&E for the Tustin Metrolink Station parking expansion related to the Metrolink Service Expansion Program
(MSEP). This station will have an increase in parking demand associated with increased service. This budget request is for 15%
design contingency.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
RFP-8-1053
(STIP funded, PPNO 2510, Approved 2/14/2008)

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
1724-7519-A4468-GHR
Budget Justifications

Division:      05       Development
OrgKey:        0010     Local Transport Auth Meas-M I
Object:        7519     Prof Serv-Other Prof Services
Description:            Mag Lev Development
Quantity/Cost:          1 @ $500,000                                                                       FY10-0081
Budget Request:       $ 500,000                                                           IFAS#: 0010-7519-T5420-SXK


Provide a scope of work, including a description of the final product, its purpose and why it is needed:

Is there an existing PO/Contract that will be used for this line item?
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7629      Other Services
Description:              Maintenance Services for OCTA Excess Land (M1)
Quantity/Cost:            1 @ $25,000                                                                                FY10-0085
Budget Request:        $ 25,000                                                                  IFAS#: 0010-7629-F1110-F10


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Provide maintenance services to remove debris and weeds from Authority owned excess land. To insure Authority's liability is
kept to a minimum, maintenance by trained and certified personnel is necessary to keep the excess land clean and free of debris
and weeds.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-0657 (Woods Maintenance Services, Inc)

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Contract Task Order

What is the current 16-digit account string associated with this PO/Contract?
0010-7629-F1110-F10
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7629      Other Services
Description:              Photography for I-5 Gateway
Quantity/Cost:            1 @ $1,000                                                                                  FY10-0086
Budget Request:        $ 1,000                                                                    IFAS#: 0010-7629-F1610-JR9


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Photography services are needed for the creation of brochures, signs, display boards, fact sheet, etc. that help communicate
project information to the public.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       05       Development
OrgKey:         0010     Local Transport Auth Meas-M I
Object:         7629     Other Services
Description:             Videography for I-5 Gateway
Quantity/Cost:           1 @ $1,000                                                                              FY10-0087
Budget Request:        $ 1,000                                                                   IFAS#: 0010-7629-F1610-JRA


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
To have a video that can be used at community meetings to inform the public about the project.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7629      Other Services
Description:              Translation for I-5 Gateway
Quantity/Cost:            1 @ $1,000                                                                                  FY10-0088
Budget Request:        $ 1,000                                                                   IFAS#: 0010-7629-F1610-JRB


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Translation services are needed to produce documents in a variety of languages to reach the public that are affected by various
projects.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:      05        Development
OrgKey:        0010      Local Transport Auth Meas-M I
Object:        7629      Other Services
Description:             Community Canvassing for West County Connectors
Quantity/Cost:           1 @ $2,500                                                                             FY10-0089
Budget Request:       $ 2,500                                                              IFAS#: 0010-7629-F7200-GT1


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
A consultant who will distribute flyers/doorhangers door-to-door in neighborhoods where OCTA project information needs to
be disseminated for the project.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Payment Request

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7629      Other Services
Description:              Transportation Helpline
Quantity/Cost:            1 @ $25,000                                                                               FY10-0094
Budget Request:        $ 25,000                                                                IFAS#: 0010-7629-M0001-P69


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
A 1-800 transportation helpline is necessary to assist the Authority's Public Communications Department with providing timely
responses to questions and concerns regarding development and construction projects. The helpline will be staffed by a
bilingual attendant. The attendant will be available from 8 a.m. to 5 p.m., Monday-Friday and will update the automated system
for after-hours information. Response to all calls is expected within a 24-hour period, including weekends. A report will be
submitted to OCTA every month outlining the number of calls the helpline has received and appropriate response. A similar
service was provided during the Garden Grove Freeway (SR-22) Improvement Project. Unfortunately, once this outreach
contract expired, the service ended.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
RFP 81137

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
New Contract/PO

What is the current 16-digit account string associated with this PO/Contract?
0010-7629-M0001-P69
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7629      Other Services
Description:              Design
Quantity/Cost:            1 @ $12,500                                                                      FY10-0091
Budget Request:        $ 12,500                                                           IFAS#: 0010-7629-M0001-13V


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Design for Measure M collateral to be used in both print and on-line.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
MAY 2009
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7629      Other Services
Description:              Reprographics
Quantity/Cost:            1 @ $2,000                                                                         FY10-0092
Budget Request:        $ 2,000                                                              IFAS#: 0010-7629-M0001-DDM


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Digital printing, photocopy, and binding services to create Measure M information pieces.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
APR 2009
Budget Justifications

Division:      05       Development
OrgKey:        0010     Local Transport Auth Meas-M I
Object:        7629     Other Services
Description:            West County Connectors Canvassing
Quantity/Cost:          1 @ $2,500                                                                             FY10-0090
Budget Request:       $ 2,500                                                               IFAS#: 0010-7629-F7200-JSG


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
A consultant who will distribute flyers/doorhangers door-to-door in neighborhoods where West County Connectors project
information needs to be disseminated for the project.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Payment Request

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7629      Other Services
Description:              Mailhouse
Quantity/Cost:            1 @ $17,500                                                                                  FY10-0093
Budget Request:        $ 17,500                                                                 IFAS#: 0010-7629-M0001-GGW


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Various projects require a large distribution of materials that goes out through the mail. Using a mailhouse is more cost-
effective for large jobs and often a mailing list needs to be purchased.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7629      Other Services
Description:              Reprographics
Quantity/Cost:            1 @ $3,000                                                                                   FY10-0095
Budget Request:        $ 3,000                                                                    IFAS#: 0010-7629-M0001-SJ4


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Reprographics services are often needed to reproduce fact sheets, flyers, handouts, etc. for various projects. Due to quantity
and multiple colors, many jobs can't be done in-house due to equipment constraints.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C81178

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
N/A

What is the current 16-digit account string associated with this PO/Contract?
1861 7629 A0001 KHD
Budget Justifications

Division:       05        Development
OrgKey:         0010      Local Transport Auth Meas-M I
Object:         7629      Other Services
Description:              Translation
Quantity/Cost:            1 @ $1,500                                                                                  FY10-0096
Budget Request:        $ 1,500                                                                   IFAS#: 0010-7629-M0001-SJ5


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Translation services are needed to produce documents in a variety of languages to reach the public that are affected by various
projects.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       05       Development
OrgKey:         0012     O.C. Unified Trans Trust
Object:         7515     Investment Fee - Port Mgr
Description:             Investment Fees
Quantity/Cost:           1 @ $11,450                                                                       FY10-0214
Budget Request:        $ 11,450                                                            IFAS#: 0012-7515-A0001-F12


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Investment Fees, which are based upon a percentage of cash balances as of 12/31/08.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:          7511     Prof Serv-Legal
Description:              Legal Costs for Renewed Measure M
Quantity/Cost:            1 @ $250,000                                                                     FY10-0283
Budget Request:         $ 250,000                                                         IFAS#: 0017-7511-M0201-SD9


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Legal contingency against potential action.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-94-852

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0017-7511-M0201-SD9
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7512      Prof Serv-Audit
Description:              General Auditing Srvcs for Price Reviews and Buy America
Quantity/Cost:            1 @ $40,000                                                                                FY10-0284
Budget Request:        $ 40,000                                                                 IFAS#: 0017-7512-A1211-KGK


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
General auditing services are used, on an on-call CTO basis, to provide for price reviews of proposed contract pricing for
Authority contracts and Buy America audits for Federal Transit Administration. Current contracts for these services expire
6/30/09.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0309, C-8-0935, C-8-0936, C-8-0937

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
1610-7512-A1211-KGK, 0010-7512-A1211-KGK
Budget Justifications

Division:        05        Development
OrgKey:          0017      Local Transport Auth Meas-M II
Object:          7514     Prof Serv-Right of Way Service
Description:               On-Call Right of Way Support Services for Highway projects only
Quantity/Cost:             1 @ $357,500                                                                                 FY10-0288
Budget Request:         $ 357,500                                                                IFAS#: 0017-7514-M0201-QDB


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Acquisition & relocation of property, environmental, title & escrow, appraisal, appraisal review & specialty appraisals, excess
land disposition, ROW engineering, real estate property services, property management services, coop audit review, data
services, etc. to advance OCTA's highway project deliveries.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JUL 2009
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7514      Prof Serv-Right of Way Service
Description:              On-Call Right of Way Support Services for Transit projects only
Quantity/Cost:            1 @ $357,500                                                                               FY10-0289
Budget Request:        $ 357,500                                                               IFAS#: 0017-7514-M0201-QDC


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Acquisition & relocation of property, environmental, title & escrow, appraisal & appraisal review, specialty appraisals, excess
land disposition, ROW engineering, real estate property services, property management services, coop audit review, data services
and etc. to advance OCTA's transit project deliveries.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JUL 2009
Budget Justifications

Division:        05       Development
OrgKey:          0017     Local Transport Auth Meas-M II
Object:          7514     Prof Serv-Right of Way Service
Description:              Grade crossing and quiet zone ROW Support Services
Quantity/Cost:            1 @ $1,350,000                                                                                FY10-0291
Budget Request:         $ 1,350,000                                                               IFAS#: 0017-7514-TR001-P4C


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Acquisition & relocation services, environmental services, title and escrow services, appraisal & appraisal review services and
ROW engineering services, etc. as related to project delivery of Grade Crossing & Quiet Zones.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0994, C-8-1184, C-8-1185

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Contract Task Order

What is the current 16-digit account string associated with this PO/Contract?
0010-7514-TR001-P4C
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7514      Prof Serv-Right of Way Service
Description:              Grade Separation- ROW Support Services                                               Grant Funded:
Quantity/Cost:            1 @ $1,900,000                                                                                FY10-0290
Budget Request:        $ 1,900,000                                                                IFAS#: 0017-7514-SO202-PK4


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Acquisition & relocation of property, environmental, title and escrow, appraisal & appraisal review, excess land disposition,
ROW engineering, real estate property services, as related to Grade Separation projects.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-1096, C-8-1291, C-8-1292

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Contract Task Order

What is the current 16-digit account string associated with this PO/Contract?
0017-7514-SO202-PK4
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7514      Prof Serv-Right of Way Service
Description:              SR-57 NB Widening Projects (3), Right of Way Support Services
Quantity/Cost:            1 @ $1,351,000                                                                            FY10-0285
Budget Request:        $ 1,351,000                                                            IFAS#: 0017-7514-FG102-HGU


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Right-of-Way support services necessary for widening of SR-57, encompass all 3 projects. These projects are part of the
approved action plan for the implementation of Renewed Measure M.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
Caltrans Co-Op (12-585) for FG102 and FG103 Projects

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
New Contract/PO

What is the current 16-digit account string associated with this PO/Contract?
0017-7514-FG102-HGU; 0017-7514-FG103-HGU; 0017-7514-FG101-HGT
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7514     Prof Serv-Right of Way Service
Description:              SR-91 WB, I-5 to SR-57 Right of Way Support Services
Quantity/Cost:            1 @ $220,000                                                                              FY10-0286
Budget Request:        $ 220,000                                                              IFAS#: 0017-7514-FH101-RW6


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Right-of-way support services necessary for the SR-91 to connect existing auxiliary lanes through interchanges on westbound
SR-91 between SR-57 and I-5.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Other

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
OCT 2009
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7514      Prof Serv-Right of Way Service
Description:              SR-91 Eastbound Project Right of Way Acquisition
Quantity/Cost:            1 @ $350,000                                                                              FY10-0287
Budget Request:        $ 350,000                                                               IFAS#: 0017-7514-FJ100-HGL


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This project will add one general-purpose (12 ft) lane in the eastbound direction from the SR 241/SR 91 interchange to the SR
71/SR 91 interchange. All existing lanes, including the SR 91 Toll lanes, and shoulders within the project limits will be re-
striped to meet standard (12 ft lanes, 10 ft inside shoulder, and 12 ft outside shoulder).

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-1152 and C-7-1151

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
N/A

What is the current 16-digit account string associated with this PO/Contract?
0017-7519-FJ100-HGL
Budget Justifications

Division:      05       Development
OrgKey:        0017     Local Transport Auth Meas-M II
Object:        7519     Prof Serv-Other Prof Services
Description:            Project management Consultant Services
Quantity/Cost:          1 @ $50,000                                                                           FY10-0294
Budget Request:       $ 50,000                                                            IFAS#: 0017-7519-FB002-PSR


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Project Management Consultant Services to support the management of the Renewed Measure M project study reports.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
NOV 2009
Budget Justifications

Division:       05       Development
OrgKey:         0017     Local Transport Auth Meas-M II
Object:         7519     Prof Serv-Other Prof Services
Description:             M2 Freeway Mitigation - Program Development
Quantity/Cost:           1 @ $125,000                                                                               FY10-0325
Budget Request:        $ 125,000                                                              IFAS#: 0017-7519-MX001-P5A


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Solicit professional Services to assist and provide support in the development and implementation of the Renewed Measure M
Environmental Mitigation Program. Professional services will be needed to assist in the development of program guidelines as
well as providing technical support in the area of environmental mitigation program.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
DEC 2009
Budget Justifications

Division:       05       Development
OrgKey:         0017     Local Transport Auth Meas-M II
Object:         7519     Prof Serv-Other Prof Services
Description:             I-5 PSR/PDS at I-5/SR-55 I/C
Quantity/Cost:           1 @ $800,000                                                                               FY10-0292
Budget Request:        $ 800,000                                                               IFAS#: 0017-7519-FA002-PSX


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The objective of the Interstate 5 (I-5) Project Study Report /Project Development Support (PSR/PDS) is to determine the
preliminary geometric design and operational characteristics of improving the freeway between State Route 55 (SR-55) and State
Route 57 (SR-57).

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
NOV 2009
Budget Justifications

Division:        05         Development
OrgKey:          0017       Local Transport Auth Meas-M II
Object:          7519       Prof Serv-Other Prof Services
Description:                Financial Advisor Fees
Quantity/Cost:              1 @ $30,000                                                                                      FY10-0312
Budget Request:         $ 30,000                                                                     IFAS#: 0017-7519-M0001-GRV


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The final product consists of on-going financial advice to the Authority and to assist with future financing and refinancing. The
financial advisor shall be available as determined by the Authority to provide analysis, consultation and support for all financial
and other related matters affecting the capital and operating finances of the Authority. The financial advisor may be requested
to assist staff in the following areas:
* Provide creative solutions to funding, financing, cash flow and other monetary challenges
* Evaluate potential bond issues, refunding, advance refunding, short-term financing mechanisms, leases, derivative products
* Assist staff in soliciting proposals for bond counsel, underwriter (s), issuing and paying agents, letter of credit providers,
liquidity providers, trustees, printers etc., if necessary
* Assist in the structuring of Bond/COP/TECP issues including: rating agency / investor preparations, sizing and timing of
sale, callability, maturities, reserve funds, capitalized interest, and other matters which may assist in obtaining the lowest interest
cost for the issue
* Provide advice, written analysis and assistance regarding the benefits of possible credit enhancements and/or the use of
derivative products
* Prepare written reports before and after pricing indicating market comparables (including gross spread, management fee and
takedown comparables) and overall market conditions
* Serve as the Authority’s agent with respect to the pricing of the bonds and minimizing the cost of issuance
* Provide oral and/or written updates to the Board of Directors and sub-committees
* Assist the Authority staff in the review of all bond allocations to assure equity among the financing team and assist in the
preparation of a written report supporting the bond allocation process
* Assist in the preparation of debt reports to the Board of Directors and/or sub committees

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0883

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0017-7519-M0001-GRV
Budget Justifications

Division:       05       Development
OrgKey:         0017     Local Transport Auth Meas-M II
Object:         7519     Prof Serv-Other Prof Services
Description:             Issuing and Paying Agent for TECP
Quantity/Cost:           1 @ $3,000                                                                                FY10-0315
Budget Request:        $ 3,000                                                                IFAS#: 0017-7519-M0201-P3S


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The final product is on going services to the Authority for the Commercial Paper program. The Issuing & Paying Agent acts in
a fiduciary capacity for the benefit of the Tax-Exempt Commercial Paper investors in enforcing the terms of the Renewed
Measure M Indenture. The role of the Issuing and Paying Agent is to establish and maintain necessary accounts, coordinate
receipt and disbursement of funds, coordinate payment of principal and interest on matured commercial paper, and provide
regular reports to the Authority regarding all commercial paper funds and accounts.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7519      Prof Serv-Other Prof Services
Description:              Remarketing / Dealer Fees
Quantity/Cost:            1 @ $20,000                                                                                FY10-0316
Budget Request:        $ 20,000                                                                IFAS#: 0017-7519-M0201-P3T


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This is for the on-going marketing of the Authority's Renewed Measure M commercial paper program. The Authority's Tax-
Exempt Commercial Paper program requires a remarketing agent to sell the maturing notes. The remarketing agent has a
number of institutional and retail contacts, which buy and sell securities from the agent. JP Morgan currently serves as the
Authority's agent and charge 4 basis points of the outstanding amount to provide the services.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:        05        Development
OrgKey:          0017      Local Transport Auth Meas-M II
Object:          7519      Prof Serv-Other Prof Services
Description:               Letter of Credit Rating Fees
Quantity/Cost:             1 @ $35,000                                                                                    FY10-0317
Budget Request:         $ 35,000                                                                   IFAS#: 0017-7519-M0201-P3U


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Moody's Investor Service, Fitch, and Standard and Poor's provide the ratings for the tax-exempt commercial paper program.
The Authority's Tax-Exempt Commercial Paper program and letter of credit must be rated by the nationally recognized rating
services to be included in investor portfolios . The ratings will allow investors to make a credit determination on the securities.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:        05        Development
OrgKey:          0017      Local Transport Auth Meas-M II
Object:          7519     Prof Serv-Other Prof Services
Description:              Letter of Credit Fees
Quantity/Cost:             1 @ $693,975                                                                                  FY10-0318
Budget Request:         $ 693,975                                                                 IFAS#: 0017-7519-M0201-P3Z


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
On-going letter of credit for the Authority's Renewed Measure M commercial paper program. The Authority's tax-exempt
commercial paper program is secured by an irrevocable letter of credit (LOC). A letter of credit is used to increase market
access and it enhances the quality of the notes by substituting the paying ability of the bank for that of the Authority. Under the
LOC, the bank agrees to pay to the trustee upon demand monies in an amount necessary to cover all payments due on the
notes. The LOC is used to protect investors from a default by the Authority by pledging to provide funds to meet debt service
payments in the event that the Authority cannot do so. The LOC provider will charge 27 basis points for the utilized portion
and 14.5 basis points for the unutilized portion.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7519      Prof Serv-Other Prof Services
Description:              Five Grade Separation Project Study Reports
Quantity/Cost:            1 @ $2,250,000                                                                                FY10-0332
Budget Request:        $ 2,250,000                                                               IFAS#: 0017-7519-TR201-P6M


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Professional services to prepare five Project Study Reports (PSR) for top five at-grade railroad crossings to be considered for
future grade separation projects.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
APR 2009
Budget Justifications

Division:       05       Development
OrgKey:         0017     Local Transport Auth Meas-M II
Object:         7519     Prof Serv-Other Prof Services
Description:             Program Management Consultant
Quantity/Cost:           1 @ $184,000                                                                              FY10-0333
Budget Request:        $ 184,000                                                             IFAS#: 0017-7519-TR201-Q8X


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Professional Services to support the Project Manager and to oversee the development and delivery of five Grade Separation
Projects PSRs. PMC will provide independent plan reviews and Quality Assurance and will facilitate the value engineering.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JUN 2009
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7519      Prof Serv-Other Prof Services
Description:              Grade Separation Design CCO & Engineering Plan Check (5)
Quantity/Cost:            1 @ $15,450,000                                                                              FY10-0329
Budget Request:        $ 15,450,000                                                              IFAS#: 0017-7519-SO202-PPJ


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The grade separation projects will consist of constructing undercrossings and overcrossings at the intersections of Kraemer
Boulevard, Placentia Avenue, Tustin Avenue/Rose Drive, Lakeview Avenue and Orangethorpe Avenue, in the cities of
Placentia, Fullerton, and Anaheim. The purpose of the grade separation project is to elevate the current and potential traffic
impacts and hazards posed by existing at-grade rail crossings at these intersections within the Orangethorpe Corridor.
Consultants will prepared final design Plans, Specifications, and Estimates (PS&E) for these projects. In addition, design review
and plan checking services are required for these five (5) grade separation projects to ensure conformance with all appropriate
codes and standards, uniformity between all projects, and cost-effective and constructible designs within the projects' delivery
schedules. Engineering services include plan checking, design review, value engineering/analysis, and the construction/bid
review for the grade separation projects. This budget request is for costs associated with these services.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0922 (HNTB Corporation), C-8-0961 (MTK, Inc.), C-8-0988 (Biggs Cardosa Associates), C-8-0962 (CH2M HILL), C-8-
0987 (DMJM/AECOM)

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Contract Task Order

What is the current 16-digit account string associated with this PO/Contract?
0017-7519-SO202-PPJ, 0017-7519-SO203-PPJ, 0017-7519-SO204-PPJ, 0017-7519-SO205-PPJ, 0017-7519-SO206-PPJ
Budget Justifications

Division:       05       Development
OrgKey:         0017     Local Transport Auth Meas-M II
Object:         7519     Prof Serv-Other Prof Services
Description:              I-405, SR-55 to I-605, Environmental Phase                                        Grant Funded:
Quantity/Cost:           1 @ $1,500,000                                                                             FY10-0309
Budget Request:        $ 1,500,000                                                             IFAS#: 0017-7519-FK101-N2Y


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This 405 Improvement Project will add new lanes from SR-55 to I-605 and is part of the Renewed Measure M Early Action
Plan. Various alternatives to increase capacity and reduce congestion in this corridor will be evaluated. This contract will
provide consultant services to prepare the Project Report and Environmental Document and to obtain project approval. This
budget request is for PAED design contingency.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0693 Parsons Transportation Group (pending full execution early 2009)
Federal Project # HPLULN-6071(043) for $4,468,000, E-76 approval anticipated in early 2009.

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
0017-7519-FK101-N2Y
Budget Justifications

Division:      05        Development
OrgKey:        0017      Local Transport Auth Meas-M II
Object:        7519      Prof Serv-Other Prof Services
Description:             I-5 Pico to PCH HOV Project, Environmental Phase
Quantity/Cost:           1 @ $700,000                                                                            FY10-0295
Budget Request:       $ 700,000                                                            IFAS#: 0017-7519-FC101-KKD


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Add (extend) HOV lanes from north of Pacific Coast Highway (San Juan Creek Road) to Avenida Pico to increase capacity and
reduce congestion in the San Clemente area. One of the alternatives to be evaluated also includes auxiliary lanes and ramp
widenings. This contract will provide consultant services to prepare the Project Report and Environmental Document and
obtain project approval. This budget request is for PAED design contingency.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
RFP-8-1238, anticipate contract execution May 2009

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
0017-7519-FC101-KKD
Budget Justifications

Division:       05       Development
OrgKey:         0017     Local Transport Auth Meas-M II
Object:         7519     Prof Serv-Other Prof Services
Description:             M2 Project D: I-5 PSR/PDS (Local Interchange)
Quantity/Cost:           1 @ $400,000                                                                            FY10-0297
Budget Request:        $ 400,000                                                          IFAS#: 0017-7519-FD002-QWQ


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The objective of the Interstate 5 (I-5) Project Study Report/Project Development Support (PSR/PDS) is to determine
preliminary geometric design and operational characteristics of improving the local interchange.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
NOV 2009
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7519      Prof Serv-Other Prof Services
Description:              M2 Project F: SR-55 PSR/PDS (Between I-5 and SR-22)
Quantity/Cost:            1 @ $900,000                                                                                FY10-0298
Budget Request:        $ 900,000                                                               IFAS#: 0017-7519-FF002-QWT


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The objective of the State Route 55 (SR-55) Project Study Report/Project Development Support (PSR/PDS) is to determine
preliminary geometric design and operational characteristic of improving the corridor between Interstate 5 (I-5) and State Route
22 (SR-22).

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
NOV 2009
Budget Justifications

Division:      05       Development
OrgKey:        0017     Local Transport Auth Meas-M II
Object:        7519     Prof Serv-Other Prof Services
Description:            M2 Project J: SR-91 PSR/PDS (SR-241 to RCL)
Quantity/Cost:          1 @ $900,000                                                                           FY10-0304
Budget Request:       $ 900,000                                                           IFAS#: 0017-7519-FJ002-QWW


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The objective of the State Route 91/State Route 241 (SR-91/SR-241) Project Study Report/Project Development Support
(PSR/PDS) is to determine preliminary geometric design and operational characteristics of providing median-to-median
connectivity between the two facilities by
providing median-to-widen connector.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
NOV 2009
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7519      Prof Serv-Other Prof Services
Description:              M2 Project L: I-405 PSR/PDS (I-5 to SR-55)
Quantity/Cost:            1 @ $1,100,000                                                                               FY10-0311
Budget Request:        $ 1,100,000                                                             IFAS#: 0017-7519-FL002-QWY


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The objective of the Interstate 405 (I-405) Project Study Report/Project Development Support (PSR/PDS) is to determine
preliminary geometric design and operational characteristics of improving the corridor between Interstate 5 (I-5) to State Route
55 (SR-55).

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
NOV 2009
Budget Justifications

Division:       05       Development
OrgKey:         0017     Local Transport Auth Meas-M II
Object:         7519     Prof Serv-Other Prof Services
Description:             M2 Project: I-5 PSR/PDS (Between SR-55 to El Toro "Y", El Toro "Y" to
                         SR-73, Local Interchange)
Quantity/Cost:           1 @ $260,000                                                                             FY10-0293
Budget Request:        $ 260,000                                                              IFAS#: 0017-7519-FB002-P5J


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Unforeseen Project Study Report/Project Development Support (PSR/PDS) scope changes for three Interstate 5 (I-5)
M2 Projects: between State Route 55 (SR-55) to El Toro "Y"; between El Toro "Y" to State Route 73 (SR-73); and local
Interchange. These three projects have a combined contract value of approx. $2.6 million.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-80592

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
N/A

What is the current 16-digit account string associated with this PO/Contract?
0017-7519-FB002-P5J/00177519FC002-N2N
Budget Justifications

Division:       05       Development
OrgKey:         0017     Local Transport Auth Meas-M II
Object:         7519     Prof Serv-Other Prof Services
Description:             SR-57 NB widening, Katella Ave to Lincoln Ave (PA & ED/ Design)
Quantity/Cost:           1 @ $700,000                                                                              FY10-0299
Budget Request:        $ 700,000                                                             IFAS#: 0017-7519-FG101-HGT


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Consultant services to prepare Project Report and Environmental Document and design (PS&E) package for the widening of
SR-57 NB between Katella Ave. and Lincoln Ave. This project is part of the approved early action plan for the implementation
of renewed M.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-0938 HDR Engineering

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
0017-7519-FG101-HGT
Budget Justifications

Division:      05       Development
OrgKey:        0017     Local Transport Auth Meas-M II
Object:        7519     Prof Serv-Other Prof Services
Description:            SR-57 NB Widening Projects (2) Orangethorpe to Lambert (Design)
Quantity/Cost:          1 @ $650,000                                                                         FY10-0300
Budget Request:       $ 650,000                                                         IFAS#: 0017-7519-FG102-HGU


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Design services to prepare PS&E package for the widening of SR-57 NB between Orangethorpe and Lambert Rd. The projects
are a part of the approval early action plan for the implementation of renewed measure M.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-0887 RBF; C-7-1247 CH2MHill

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
0017-7519-FG102-HGU; 0017-7519-FG103-HGU
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7519      Prof Serv-Other Prof Services
Description:              I-405 (SR-55 to I-605) Consultant
Quantity/Cost:            1 @ $200,000                                                                               FY10-0308
Budget Request:        $ 200,000                                                               IFAS#: 0017-7519-FK101-K5X


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The I-405 Environmental Phase Public Awareness Campaign (PAC) will proactively provide information about the I-405
widening (project K) through written and electronic media sources, public speakers, and provide quick responses and
resolutions to community concerns. The consultant will assist OCTA internal staff in developing and conducting a
comprehensive public outreach program working in tandem with the technical team leading up to and through the EIR/EIS
phase of the I-405 project. The public outreach program will share with the public the general scope of the project and the
technical team’s progress during the EIR/EIS phase.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
N/A

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
New Contract/PO

What is the current 16-digit account string associated with this PO/Contract?
0017-7519-FK101-K5X
Budget Justifications

Division:       05       Development
OrgKey:         0017     Local Transport Auth Meas-M II
Object:         7519     Prof Serv-Other Prof Services
Description:             Environmental Committee Consultant
Quantity/Cost:           1 @ $10,000                                                                               FY10-0314
Budget Request:        $ 10,000                                                               IFAS#: 0017-7519-M0201-K4V


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The $10,000 has been designated as a placeholder for professional services that may be needed upon the committee’s request.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       05       Development
OrgKey:         0017     Local Transport Auth Meas-M II
Object:         7519     Prof Serv-Other Prof Services
Description:             Highway Cleanup & Street Runoff Consultant
Quantity/Cost:           1 @ $10,000                                                                               FY10-0324
Budget Request:        $ 10,000                                                               IFAS#: 0017-7519-MX001-K5Y


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The $10,000 has been designated as a placeholder for professional services that may be needed upon the committee’s request.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Payment Request

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:      05        Development
OrgKey:        0017      Local Transport Auth Meas-M II
Object:        7519      Prof Serv-Other Prof Services
Description:             Highway Delivery - Project Management Services
Quantity/Cost:           1 @ $2,000,000                                                                         FY10-0307
Budget Request:       $ 2,000,000                                                          IFAS#: 0017-7519-FK002-HGL


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
OCTA has contracted with a Project Management Consultant (PMC) to assist the Development division in managing the
engineering and construction of the Early Action Plan for the Renewed Measure M projects, including TCIF Grade Separation
projects. This budget request is for the anticipated expenditures for those services during the fiscal year.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-1196 Hatch Mott MacDonald

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
Including 0017-7519/FK101-HGL; 0017-7519/M0201-HGL; 0010-7519/F7100-5DK; 0017-7519/SO202-HGL; 0017-
7519/SO203-HGL; 0017-7519/SO204-HGL; 0017-7519/SO205-HGL; 0017-7519/SO206-HGL; 0017-7519/SO207-PPJ;
0017-7519/SO208-PPJ; 0017-7519/FC101-HGL; 0017-7519/FG101-HGL; 0017-7519/FG102-HGL; 0017-7519/FG103-
HGL; 0017-7519/FJ100-HGL; 0017-7519/FJ101-HGL; 0017-7519-FH101-D6W; 0010-7519/F7200-N1C; 0010-7519/7210-
HEE; 0051-7519/A4201-2BP
Budget Justifications

Division:      05        Development
OrgKey:        0017      Local Transport Auth Meas-M II
Object:        7519      Prof Serv-Other Prof Services
Description:             SR 91 WB, I-5 to SR 57 - PA/ED Services
Quantity/Cost:           1 @ $140,240                                                                           FY10-0301
Budget Request:       $ 140,240                                                           IFAS#: 0017-7519-FH101-D6W


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Prepare Project Approval and Environmental Document to convert existing westbound auxiliary lane between interchanges to
general purpose lanes. Add auxiliary lanes as traffic numbers dictate. (PP No. 4516A) This budget request is for design
contingency.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-0584 DMJM-Harris

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
0017-7519-FH101-D6W
Budget Justifications

Division:       05       Development
OrgKey:         0017     Local Transport Auth Meas-M II
Object:         7519     Prof Serv-Other Prof Services
Description:             SR 91 WB, I-5 to SR 57 - PS&E Services
Quantity/Cost:           1 @ $4,311,000                                                                          FY10-0303
Budget Request:        $ 4,311,000                                                         IFAS#: 0017-7519-FH101-RWT


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
On SR 91, prepare PS&E to convert existing westbound auxiliary lanes between I-5 & SR 57 interchanges to general purpose
lanes.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
MAR 2009
Budget Justifications

Division:      05        Development
OrgKey:        0017      Local Transport Auth Meas-M II
Object:        7519      Prof Serv-Other Prof Services
Description:             SR 91, SR 241 to Riverside County Line, PA/ED
Quantity/Cost:           1 @ $320,000                                                                           FY10-0306
Budget Request:       $ 320,000                                                            IFAS#: 0017-7519-FJ102-KHR


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Extend the Express lanes in eastbound & westbound directions from SR 241 to the Riverside County Line. Act as Lead in
assisting RCTC complete Project Approval & Environmental Document.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Other

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
FEB 2009
Budget Justifications

Division:       05       Development
OrgKey:         0017     Local Transport Auth Meas-M II
Object:         7519     Prof Serv-Other Prof Services
Description:             Measure M Triennial Review
Quantity/Cost:           1 @ $75,000                                                                              FY10-0319
Budget Request:        $ 75,000                                                            IFAS#: 0017-7519-M0201-RXW


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The Orange County Local Transportation Authority is required under Ordinance No. 3 to conduct a performance assessment
every three years. The review should evaluate the efficiency, effectiveness, economy and program results in satisfying the
provisions and requirements of the investment summary, the plan and the ordinance. OCTA is required to provide of copy of
the performance assessment to the Taxpayers Oversight Committee.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JUN 2009
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7519      Prof Serv-Other Prof Services
Description:              Regional Capacity Program On-Call Services
Quantity/Cost:            1 @ $200,000                                                                               FY10-0327
Budget Request:        $ 200,000                                                                 IFAS#: 0017-7519-SO001-S96


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Consultant services are requested to assist staff in the implementation of the renewed Measure M (M2) Regional Capacity
Program (RCP). This includes assistance with the initial call for projects, as well as the implementation of the Countywide
Pavement Management Effort. The RCP will represent the primary source of funding for streets and roads improvements
through M2.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
MAY 2009
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7519      Prof Serv-Other Prof Services
Description:              M2 Transit Program Support Services
Quantity/Cost:            1 @ $150,000                                                                              FY10-0320
Budget Request:        $ 150,000                                                                IFAS#: 0017-7519-M0201-S97


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Consultant services are requested to assist staff in the implementation of renewed Measure M (M2) Transit Programs. This work
will require extensive coordination and a thorough understanding of the ordinance. There are six sub-programs within the larger
transit program and the consultant effort will provide assistance for all six programs.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
MAY 2009
Budget Justifications

Division:       05       Development
OrgKey:         0017     Local Transport Auth Meas-M II
Object:         7519     Prof Serv-Other Prof Services
Description:             RCP Database Upgrades
Quantity/Cost:           1 @ $75,000                                                                              FY10-0321
Budget Request:        $ 75,000                                                               IFAS#: 0017-7519-M0201-S98


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The CTFP database will be upgraded and expanded. The upgrade is needed to assist in the inclusion of the RCP guidelines into
the existing M1 CTFP database, and allow the use of online application and payment requests.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
MAY 2009
Budget Justifications

Division:      05        Development
OrgKey:        0017      Local Transport Auth Meas-M II
Object:        7519      Prof Serv-Other Prof Services
Description:             Environmental Oversight Committee PAC
Quantity/Cost:           1 @ $100,000                                                                           FY10-0322
Budget Request:       $ 100,000                                                            IFAS#: 0017-7519-M0201-SGA


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The $100,000 has been designated to hire a consultant to carry out a Public Awareness Campaign during the Habitat
Conservation Plan/Natural Community Conservation Plan process, which requires extensive public outreach to various groups
including: landowners, environmental and agriculture communities, development industry and public agencies.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:      05        Development
OrgKey:        0017      Local Transport Auth Meas-M II
Object:        7519      Prof Serv-Other Prof Services
Description:             Grade Crossing Project Mgt Services
Quantity/Cost:           1 @ $2,500,000                                                                         FY10-0330
Budget Request:       $ 2,500,000                                                           IFAS#: 0017-7519-TR001-N38


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The Project Management Consultant (PMC) provides technical support and oversight. The PMC will provide Quality
Assurance and will oversee construction management efforts to ensure that Contractor will comply with SCRRA and cities
design standards, oversee and monitor the Contract Change Orders, and SCRRA design support services during construction of
the 52 grade crossing safety improvements.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-6-0165

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Contract Task Order

What is the current 16-digit account string associated with this PO/Contract?
0017-7519-TR001-N38
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7519      Prof Serv-Other Prof Services
Description:              Grade Crossing and Quiet Zone Outreach Program
Quantity/Cost:            1 @ $115,000                                                                               FY10-0331
Budget Request:        $ 115,000                                                               IFAS#: 0017-7519-TR001-PQ7


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The Grade Crossing and Quiet Zone outreach program will inform the target audiences of the program's scope, purpose and
Metrolink service expansion program's technical work, and educate the grade crossings through a comprehensive outreach
program. This contract also will include media relations services to provide for special events, media outreach, multi media
production and other outreach for rail related activities.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-1250

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0017-7519-TR201-PQ7
Budget Justifications

Division:       05       Development
OrgKey:         0017     Local Transport Auth Meas-M II
Object:         7519     Prof Serv-Other Prof Services
Description:             I-5 (PCH to Pico) Public Outreach
Quantity/Cost:           1 @ $200,000                                                                              FY10-0296
Budget Request:        $ 200,000                                                              IFAS#: 0017-7519-FC101-SHQ


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Consultant will provide public outreach and communication services for the I-5 (PCH to Pico) project.

The purpose of the work is to comply with mandated and necessary public outreach efforts associated with these projects,
including public involvement during the environmental phase and public and stakeholder communications necessary during the
design, right-of-way and initial construction phases of the development process.

Final work products will include a community outreach plan and services, meeting planning services and implementation, public
notification/announcement documents, copywriting, graphic design work, presentation boards and staff support.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7519      Prof Serv-Other Prof Services
Description:              Other M2 Project Development Outreach
Quantity/Cost:            1 @ $100,000                                                                              FY10-0323
Budget Request:        $ 100,000                                                                IFAS#: 0017-7519-M0201-SJ8


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Provides professional services such as supporting community outreach and public information campaigns for as needed M2
projects. Projects to support include multiple M2 projects such as: I-5 (multiple segments), SR-22 Access Improvements, I-605
Access Improvements, and other M2-funded projects.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7519      Prof Serv-Other Prof Services
Description:              SR-91 Public Outreach Consultant
Quantity/Cost:            1 @ $235,000                                                                               FY10-0302
Budget Request:        $ 235,000                                                               IFAS#: 0017-7519-FH101-K5T


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Consultant will provide public outreach and communication services during the environmental, design, right-of-way and initial
construction phases for three SR-91 projects, including the Eastbound Lane from SR-241 to SR-71 project, the SR-55 to
Gypsum Canyon Road project and the Westbound Lane from the SR-57 to I-5 project.

The purpose of the work is to comply with mandated and necessary public outreach efforts associated with these projects,
including public involvement during the environmental phase and public and stakeholder communications necessary during the
design, right-of-way and initial construction phases of the development process.

Final work products will include a community outreach plan and services, meeting planning services and implementation, public
notification/announcement documents, copywriting, graphic design work, presentation boards and staff support.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
In progress

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0017-7519-FH101-K5T
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7519      Prof Serv-Other Prof Services
Description:              TCIF Grade Crossing Outreach Consultant
Quantity/Cost:            1 @ $110,000                                                                                 FY10-0328
Budget Request:        $ 110,000                                                                 IFAS#: 0017-7519-SO201-PPG


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Name of Projects:
Orangethorpe Avenue Grade Separation Project
Tustin Avenue/Rose Drive Overcrossing Project
Lakeview Avenue Overcrossing Project
Kraemer Boulevard Undercrossing Project
Placentia Avenue Undercrossing Project

Justification
During Fiscal Year 2009-2010 (FY 08-09), these 5 projects will be within ROW and Construction phases.

Staff projects that numerous essential public outreach and communication services will be required during FY 09-10. Services
will include, but not be limited to:

1.Community ascertainment reports
2.Database development
3.Project briefings
4.Newsletter creation and distribution
5.Web-based communications
6.Presentations
7.Public meetings
8.Customer communications/service
9.Other community outreach and special event

These services are essential to keeping taxpayers, communities, stakeholders and leaders informed of the projects, their progress,
their impacts and their ultimate benefits. Similarly, communicating with the public ensures that OCTA is transparent and
accountable to Orange County. Above all, performances of these services assist OCTA maintain and grow favorable public
opinion and support.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       05       Development
OrgKey:         0017     Local Transport Auth Meas-M II
Object:         7519     Prof Serv-Other Prof Services
Description:             M2 Environmental Cleanup Program Development
Quantity/Cost:           1 @ $200,000                                                                              FY10-0326
Budget Request:        $ 200,000                                                              IFAS#: 0017-7519-MX001-SK4


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
A Structural Best Management Practices Prioritization Methodology Model (Model) will be developed and incorporated into the
Program's Funding Guidelines, which will assist in developing a feasibility assessment of projects for proposed M2 funding.
Identified and ranked projects generated by the Model would ensure the highest usage of M2 funds in a manner that maximizes
the Program's objectives. This would include investigating the impact of differing implementation strategies, assisting local
jurisdictions in mitigating transportation-generated pollutants, and securing outside funding when opportunities occur.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JUL 2009
Budget Justifications

Division:        05        Development
OrgKey:          0017      Local Transport Auth Meas-M II
Object:          7519      Prof Serv-Other Prof Services
Description:               Taxpayer Oversight Committee Consultant
Quantity/Cost:             1 @ $10,000                                                                                      FY10-0313
Budget Request:         $ 10,000                                                                      IFAS#: 0017-7519-M0201-JR6


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The Measure M Taxpayers Oversight Committee is mandated the M1/M2 Ordinances. The Ordinance allows the TOC to
contract for services to assist with their oversight responsibilities. A contract is not needed at this time; however, $10,000 is
identified as a placeholder if needed.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7519      Prof Serv-Other Prof Services
Description:              I-405 Managed Lane Traffic and Revenue Study
Quantity/Cost:            1 @ $50,000                                                                                  FY10-0310
Budget Request:        $ 50,000                                                                  IFAS#: 0017-7519-FK101-SPH


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
As part of the I-405 EIR/EIS, the Board directed OCTA staff to include a managed lanes option for study. This requires the
services of an engineering firm experienced in the development of a level 1 traffic and revenue studies that could determine if
the managed lane concept is viable and determine if a more detailed investment grade analysis should be pursued. OCTA will
issue an RFP to conduct this study.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
SEP 2009
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7519      Prof Serv-Other Prof Services
Description:              SR-91 Eastbound Project - Final Design
Quantity/Cost:            1 @ $1,300,000                                                                            FY10-0305
Budget Request:        $ 1,300,000                                                             IFAS#: 0017-7519-FJ100-HGL


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This project will add one general-purpose (12 ft) lane in the eastbound direction from the SR 241/SR 91 interchange to the SR
71/SR 91 interchange. All existing lanes, including the SR 91 Toll lanes, and shoulders within the project limits will be re-
striped to meet standard (12 ft lanes, 10 ft inside shoulder, and 12 ft outside shoulder).

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-1152 and C-7-1151

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
N/A

What is the current 16-digit account string associated with this PO/Contract?
0017-7519-FJ100-HGL
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7629      Other Services
Description:              Maintenance Services for OCTA Excess Land (M2)
Quantity/Cost:            1 @ $25,000                                                                                FY10-0345
Budget Request:        $ 25,000                                                                  IFAS#: 0017-7629-SO201-F17


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Provide maintenance services to remove debris and weeds from Authority owned excess land. To insure Authority's liability is
kept to a minimum, maintenance by trained and certified personnel is necessary to keep the excess land clean and free of debris
and weeds.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-0657 (Woods Maintenance Services, Inc)

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Contract Task Order

What is the current 16-digit account string associated with this PO/Contract?
0017-7629-SO201-F17
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7629      Other Services
Description:              Transportation Helpline
Quantity/Cost:            1 @ $25,000                                                                               FY10-0340
Budget Request:        $ 25,000                                                                IFAS#: 0017-7629-M0001-P68


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
A 1-800 transportation helpline is necessary to assist the Authority's Public Communications Department with providing timely
responses to questions and concerns regarding development and construction projects. The helpline will be staffed by a
bilingual attendant. The attendant will be available from 8 a.m. to 5 p.m., Monday-Friday and will update the automated system
for after-hours information. Response to all calls is expected within a 24-hour period, including weekends. A report will be
submitted to OCTA every month outlining the number of calls the helpline has received and appropriate response. A similar
service was provided during the Garden Grove Freeway (SR-22) Improvement Project. Unfortunately, once this outreach
contract expired, the service ended.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
RFP 81137

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
New Contract/PO

What is the current 16-digit account string associated with this PO/Contract?
0017-7629-M0001-P68
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7629      Other Services
Description:              Web Consultant
Quantity/Cost:            1 @ $150,000                                                                              FY10-0342
Budget Request:        $ 150,000                                                               IFAS#: 0017-7629-M0201-N3J


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
To conduct effective on-line communications on the progress of M2 projects, an up-to-date web presence utilizing state-of-the-
art technologies and skills to assist OCTA deliver projects status, stakeholder communications, new on-line applications and
technology enhancements as required. Consulting service is needed to continue the development and enhancement of the M2
website.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-1370 with Civic Resource Group

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0017-7629-M0201-N3J
Budget Justifications

Division:      05        Development
OrgKey:        0017      Local Transport Auth Meas-M II
Object:        7629      Other Services
Description:             Community Canvassing
Quantity/Cost:           1 @ $3,000                                                                             FY10-0336
Budget Request:       $ 3,000                                                               IFAS#: 0017-7629-FH101-SJ6


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
A consultant who will distribute flyers/doorhangers door-to-door in neighborhoods where OCTA project information needs to
be disseminated for the project

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Payment Request

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7629      Other Services
Description:              Mailhouse
Quantity/Cost:            1 @ $15,000                                                                                  FY10-0343
Budget Request:        $ 15,000                                                                   IFAS#: 0017-7629-M0201-SJ7


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Various projects require a large distribution of materials that goes out through the mail. Using a mailhouse is more cost-
effective for large jobs and often a mailing list needs to be purchased.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Payment Request

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7629      Other Services
Description:              Photography for SR-91
Quantity/Cost:            1 @ $2,000                                                                                  FY10-0337
Budget Request:        $ 2,000                                                                    IFAS#: 0017-7629-FH101-SJ9


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Photography services are needed for the creation of brochures, signs, display boards, fact sheet, etc. that help communicate
project information to the public.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Payment Request

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7629      Other Services
Description:              Reprographics for Environmental Committees
Quantity/Cost:            1 @ $6,000                                                                                 FY10-0344
Budget Request:        $ 6,000                                                                  IFAS#: 0017-7629-M0201-SJC


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Reprographics services are often needed to reproduce fact sheets, flyers, handouts, etc. for various projects. Due to large
quantities with multiple color designs with short production times, some print production jobs can be handled more effectively
by large outside print and reprographics houses.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Payment Request

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       05       Development
OrgKey:         0017     Local Transport Auth Meas-M II
Object:         7629     Other Services
Description:             Videography for SR-91
Quantity/Cost:           1 @ $2,000                                                                              FY10-0339
Budget Request:        $ 2,000                                                                   IFAS#: 0017-7629-FJ100-SJD


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
To have a video that can be used at community meetings to inform the public about the project.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Payment Request

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       05        Development
OrgKey:         0017      Local Transport Auth Meas-M II
Object:         7629      Other Services
Description:              Translation for SR-91
Quantity/Cost:            1 @ $2,000                                                                                  FY10-0338
Budget Request:        $ 2,000                                                                   IFAS#: 0017-7629-FH101-SJE


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Translation services are needed to produce documents in a variety of languages to reach the public that are affected by various
projects.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Payment Request

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:      05       Development
OrgKey:        0017     Local Transport Auth Meas-M II
Object:        7629     Other Services
Description:            Taxpayer Oversight Committee Grand Juror Consultant
Quantity/Cost:          1 @ $10,000                                                                        FY10-0341
Budget Request:       $ 10,000                                                            IFAS#: 0017-7629-M0201-JR8


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The Measure M Ordinance mandates that the Grand Jurors of Orange County conduct the new member recruitment. We have
a sole source contract with the GJAOC .

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Payment Request

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       05       Development
OrgKey:         0051     Transit Development Cap Proj
Object:         7515     Investment Fee - Port Mgr
Description:             Investment Fees
Quantity/Cost:           1 @ $8,975                                                                        FY10-0579
Budget Request:        $ 8,975                                                             IFAS#: 0051-7515-A0001-F51


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Investment Fees, which are based upon a percentage of cash balances as of 12/31/08.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       05       Development
OrgKey:         0051     Transit Development Cap Proj
Object:         7519     Prof Serv-Other Prof Services
Description:             I-5 at Oso, Design Support during Construction                                   Grant Funded:
Quantity/Cost:           1 @ $75,000                                                                              FY10-0580
Budget Request:        $ 75,000                                                               IFAS#: 0051-7519-A9210-BJY


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The project will alleviate the chokepoint at Oso Parkway at I-5 by widening the southbound off ramp, the northbound on ramp,
and add auxiliary lane on the southbound I-5 at Oso Parkway. This budget request is for design support during construction.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-5-2712 CH2MHill
STIP Funded, PPNO 2671A

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
0051-7519-A9210-BJY
Budget Justifications

Division:       05       Development
OrgKey:         0052     OCTD Capital Project Fund
Object:         7515     Investment Fee - Port Mgr
Description:             Investment Fees
Quantity/Cost:           1 @ $25                                                                           FY10-0583
Budget Request:        $ 25                                                                IFAS#: 0052-7515-A0001-F52


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Investment Fees, which are based upon a percentage of cash balances as of 12/31/08.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       05       Development
OrgKey:         1531     Planning & Analysis
Object:         7519     Prof Serv-Other Prof Services
Description:             Green House Gas Project Studies/Planning                                         Grant Funded:
Quantity/Cost:           1 @ $75,000                                                                              FY10-1431
Budget Request:        $ 75,000                                                               IFAS#: 1531-7519-A4301-SF8


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Conduct a comprehensive inventory that identifies and quantifies GHG emissions from the facilities and vehicle fleets under
OCTA’s direct control. The project will take the form of a local government inventory that evaluates the GHG emissions
related to OCTA’s buildings, operations, vehicle and transit fleets, and waste management and serve as a benchmark that OCTA
can use to measure the benefits of policies and programs put in place to reduce emissions.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
FEB 2009
Budget Justifications

Division:       05        Development
OrgKey:         1531      Planning & Analysis
Object:         7519      Prof Serv-Other Prof Services
Description:              Project Management Consultant Services
Quantity/Cost:            1 @ $200,000                                                                                FY10-1427
Budget Request:        $ 200,000                                                                 IFAS#: 1531-7519-A0001-SG2


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Project Management Support for ongoing and future transportation studies. Due to the magnitude of the current technical
studies under way and the tight timelines of these studies, additional project management support is needed to support these
ongoing efforts and to ensure the studies are completed in the allotted time frame.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Multiple Procurements

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
FEB 2009
Budget Justifications

Division:      05        Development
OrgKey:        1531      Planning & Analysis
Object:        7519      Prof Serv-Other Prof Services
Description:             SOCMIS Phase II                                                                Grant Funded:
Quantity/Cost:           1 @ $800,000                                                                           FY10-1428
Budget Request:       $ 800,000                                                             IFAS#: 1531-7519-A0001-SG6


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Consultant services are required to conduct follow on studies to the South Orange County Major Investment Study (SOCMIS).
The completion of the SOCMIS identified a locally preferred strategy, which included numerous elements that will require
additional focused study. The follow on studies would be funded by OCTA to ensure the study's recommendations are moved
forward to support future mobility in south Orange County.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
FEB 2009
Budget Justifications

Division:       05        Development
OrgKey:         1531      Planning & Analysis
Object:         7519      Prof Serv-Other Prof Services
Description:              Corridor Tech Studies                                                                Grant Funded:
Quantity/Cost:            1 @ $100,000                                                                                  FY10-1434
Budget Request:        $ 100,000                                                                   IFAS#: 1531-7519-A4463-P61


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
With the technical studies that will be under way this budget year, i.e. the OC/LA Study, the Central County Corridor Study and
the SR-55 Access Study, the need for additional supporting technical studies to address issues that arise during the study process
is likely. This will provide additional technical studies as needed to support these ongoing activities.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Multiple Procurements

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JUL 2009
Budget Justifications

Division:       05       Development
OrgKey:         1531     Planning & Analysis
Object:         7519     Prof Serv-Other Prof Services
Description:             OC/LA Intercounty Corridor Study Phase II                                        Grant Funded:
Quantity/Cost:           1 @ $600,000                                                                             FY10-1432
Budget Request:        $ 600,000                                                              IFAS#: 1531-7519-A4450-P66


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Consultant services are required to conduct the OC/LA Intercounty Corridor Study - Phase II. This is the second phase of a
two-phase study. Phase 1 defined the current and future mobility problem and developed conceptual alternatives. This second
phase is intended to focus on, analyze, and evaluate the transportation issues and opportunities at the Orange County/Los
Angeles County border that were identified in Phase 1. The study will develop and recommend transportation improvements
and strategies to improve travel between Orange and Los Angeles Counties. This effort will be jointly funded by the Los
Angeles Metropolitan Transportation Authority (Metro).

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
SEP 2009
Budget Justifications

Division:        05        Development
OrgKey:          1531      Planning & Analysis
Object:          7519      Prof Serv-Other Prof Services
Description:               Air Quality Conformity Support                                                        Grant Funded:
Quantity/Cost:             1 @ $75,000                                                                                    FY10-1430
Budget Request:         $ 75,000                                                                    IFAS#: 1531-7519-A4301-P5Q


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Consultant services to obtain timely information and analysis regarding air quality laws, plans, rules and regulations that affect
the planning, delivery or operation of OCTA’s transportation improvements and services, including greenhouse gas reduction
measures such as AB 32 and SB 375. Work with OCTA staff to provide guidance on air quality issues related to development
of OCTA’s 2010 Long-Range Transportation Plan.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
FEB 2009
Budget Justifications

Division:       05        Development
OrgKey:         1531      Planning & Analysis
Object:         7519      Prof Serv-Other Prof Services
Description:              Planning Support Services                                                            Grant Funded:
Quantity/Cost:            1 @ $200,000                                                                                 FY10-1433
Budget Request:        $ 200,000                                                                  IFAS#: 1531-7519-A4461-P5V


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
OCTA requires consultant technical support to assist with a variety of transportation planning projects, including preparation of
OCTA's 2010 Long-Range Transportation Plan. Through this contract, consultants will supplement OCTA’s in-house
transportation planning staff and provide expertise in specific service categories, including general transportation planning,
transit planning, highway planning, goods movement and alternative transportation modes.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
FEB 2009
Budget Justifications

Division:      05       Development
OrgKey:        1531     Planning & Analysis
Object:        7519     Prof Serv-Other Prof Services
Description:            Design and Layout for LRTP                                                    Grant Funded:
Quantity/Cost:          1 @ $25,000                                                                           FY10-1429
Budget Request:       $ 25,000                                                            IFAS#: 1531-7519-A1519-SGE


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Assist OCTA's Long-Range Planning Department with production of the 2010 Long-Range Transportation Plan, included, but
not limited to, graphic design, layout and printing as necessary.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
SEP 2009
Budget Justifications

Division:       05        Development
OrgKey:         1532      Capital Programs
Object:         7519      Prof Serv-Other Prof Services
Description:              On-Call Regional Programming Support                                                 Grant Funded:
Quantity/Cost:            1 @ $108,000                                                                                 FY10-1447
Budget Request:        $ 108,000                                                                  IFAS#: 1532-7519-A4461-SB8


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Consultant services are requested to supplement staff resources on activities related to 1) regional funding programs, including
technical STIP, Proposition 1B, CTC and Caltrans issues 2) Federal programs, including CMAQ, RSTP, TEA, and
Demonstration (through the Federal transportation act) programs, including shepherding Orange County projects through
Caltrans District 12 and Sacramento 3) Preparation and processing of Federal Transportation Improvement Program
Amendments and 4) Support for OCTA participation in Proposition 1B grants. STIP PPM funded

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
APR 2009
Budget Justifications

Division:       05        Development
OrgKey:         1537      Project Development
Object:         7519      Prof Serv-Other Prof Services
Description:              Traffic Noise Impact Studies for Soundwall Program                                Grant Funded:
Quantity/Cost:            1 @ $198,200                                                                               FY10-1469
Budget Request:        $ 198,200                                                               IFAS#: 1537-7519-A0001-GDY


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Prepare shelf ready projects in support of the OCTA Retrofit Soundwall program. OCTA, as the regional agency, has taken the
responsibility to improve the quality of life for residents along the freeway corridor. - On May 20th 2009, FP&A was instructed
to add $108,200 of STIP PPM revenue associated with two line items. Traffic Noise Impact study and Noise Barrier Scope
Report related to prior year.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
RFP 8-1195

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
1537-7519-A0001-GDY
Budget Justifications

Division:       05       Development
OrgKey:         1537     Project Development
Object:         7519     Prof Serv-Other Prof Services
Description:             Noise Barrier Scope Summary Reports for Soundwall Program                        Grant Funded:
Quantity/Cost:           1 @ $310,000                                                                             FY10-1468
Budget Request:        $ 310,000                                                            IFAS#: 1537-7519-A0001-GDX


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Prepare shelf ready projects in support of the OCTA Retrofit Sound Wall Program. OCTA as the regional planning agency has
taken the responsibility to improve the quality of life for residents along the freeway corridor. - May 20th 2009, FP&A was
instructed to add $108,200 of STIP PPM revenue associated with two line items. Traffic Noise Impact study and Noise Barrier
Scope Report related to prior year.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
Multiple CTO based agreements

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Contract Task Order

What is the current 16-digit account string associated with this PO/Contract?
1537-7519-A0001-GDX
Budget Justifications

Division:       05       Development
OrgKey:         1551     Program Devlop & Commuter Rail
Object:         7519     Prof Serv-Other Prof Services
Description:             Document Control Implementation
Quantity/Cost:           1 @ $50,000                                                                              FY10-1507
Budget Request:        $ 50,000                                                               IFAS#: 1551-7519-A0001-S9C


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Consultant services to assist in the development and implementation of a document controls system for the Local Programs
department.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
MAY 2009
Budget Justifications

Division:       05        Development
OrgKey:         1752      Project Management
Object:         7519      Prof Serv-Other Prof Services
Description:              Avenida Vaquero Soundwall - Design Services                                         Grant Funded:
Quantity/Cost:            1 @ $30,000                                                                                  FY10-1648
Budget Request:        $ 30,000                                                                 IFAS#: 1752-7519-A9215-DYQ


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The construction of a soundwall at Avenida Vaquero in the City of San Clemente along the northbound I-5 Freeway. This
soundwall will reduce freeway noise levels to the residential community directly adjacent to the freeway. This budget request is
for the design contingency costs associated with the preparation of the Plans, Specifications, and Estimate (PS&E).

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-0996
(STIP funded, PPNO 2580A, Approved 9/20/2007)

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
1752-7519-A9215-DYQ
Budget Justifications

Division:       05        Development
OrgKey:         1752      Project Management
Object:         7519      Prof Serv-Other Prof Services
Description:              El Camino Real Soundwall - Design Services                                           Grant Funded:
Quantity/Cost:            1 @ $25,000                                                                                  FY10-1649
Budget Request:        $ 25,000                                                                  IFAS#: 1752-7519-A9220-DYR


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The construction of a soundwall at El Camino Real in the City of San Clemente along the southbound I-5 Freeway.
Construction of this soundwall will reduce freeway noise levels to the residential community directly adjacent to the freeway.
This budget request is for the design contingency costs associated with the preparation of the Plans, Specifications, and
Estimate (PS&E).

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-0995
(STIP funded, PPNO 2544B, Approved 9/20/2007)

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
1752-7519-A9220-DYR
Budget Justifications

Division:        03        External Affairs
OrgKey:          1810      External Affairs
Object:          7519      Prof Serv-Other Prof Services
Description:               Local Government Support
Quantity/Cost:             1 @ $30,000                                                                                     FY10-1677
Budget Request:         $ 30,000                                                                     IFAS#: 1810-7519-A3204-5KF


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Weekly city council, County and other local government monitoring services. To keep OCTA abreast of what transportation
related issues are before 34 cities of the county. Assist with building effective working relationships with the officials in local
jurisdictions. Specifically, the consultant will act as a resource to the OCTA to provide written weekly agenda information for
all the cities, the County, and other agencies as directed. Includes agenda monitoring in Riverside County.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       03        External Affairs
OrgKey:         1831      Marketing
Object:         7519      Prof Serv-Other Prof Services
Description:              Website Enhancement/On-line E-Mail Marketing Support Services
Quantity/Cost:            1 @ $120,000                                                                                FY10-1690
Budget Request:        $ 120,000                                                                  IFAS#: 1831-7519-A0001-G82


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The OCTA website design and technologies development have been conducted by OCTA staff including graphic designers,
developers, and external vendors. OCTA wishes to continue this collaboration with a full-service strategic communications firm
that offers website development and is capable of handling the combined visual and technical elements that make an effective
Web presence.

The need for new information from customers combined with technological advances, makes website outdated quickly.
Working together with the OCTA web developer, the contractor will assist in making enhancements throughout the site by
providing the following services:

• Web Design and Development
• Web-based Application Development
• Web-based Database Development
• Ecommerce Website Development
• Search Engine Optimization
• Interactive Desktop Applications (Widgets)
• Technical Support
• Content Management Systems
• EMarketing
• Multimedia Development
• Internet Advertising/Banner Ad Design
• Flash Design and Development
• Web Analytics
• RSS
• Mobile Technologies

In addition, an email communication service provider will be required to provide an application to enable a turn-key solution to
create dynamic content driven emails even better and other online marketing public notifications.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
MAR 2009
Budget Justifications

Division:       03        External Affairs
OrgKey:         1831      Marketing
Object:         7519      Prof Serv-Other Prof Services
Description:              Marketing Services Agency
Quantity/Cost:            1 @ $54,000                                                                                  FY10-1691
Budget Request:        $ 54,000                                                                  IFAS#: 1831-7519-A3311-PKW


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Services are needed to support the development and implementation of OCTA marketing and public communication
programs. These services required include creative design and layout (print and online), copywriting, photography, translations,
printing and distribution of program collateral materials. These resources will be used but not limited to support the following
programs:

Baseline Communications
OCTA Annual Report
General Outreach
Corporate Collateral

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
FEB 2009
Budget Justifications

Division:       03       External Affairs
OrgKey:         1834     Customer Relations
Object:         7629     Other Services
Description:             On-Hold Recording
Quantity/Cost:           1 @ $1,870                                                                                 FY10-1716
Budget Request:        $ 1,870                                                                 IFAS#: 1834-7629-A0001-AG5


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Captive audience recorded information that the public will hear when they call OCTA and are waiting for assistance. This
service provides an opportunity for callers to hear latest information about OCTA and the services it provides. This service
must be contracted to an outside firm because OCTA does not have the recording capabilities needed for this function.
The Scope of Work is as follows:
A firm is needed to provide recorded information for the Authority’s telephone system. The recordings will be written by
Orange County Transportation Authority (Authority) staff as a tool to educate the public about Authority programs and
services. The recorded messages will be heard over the telephone system by the public while on-hold waiting to speak with an
Authority operator. The recording service provider shall mix short paragraphs of information that are repeated in a continual
loop interspersed with short musical interludes. The current recordings include 16 messages, ranging between 20 seconds and 2
minutes in length.
• Recordings shall be updated on a quarterly basis or as requested by the Authority.
• Every three months an e-mail containing the new text will be sent by the Authority’s Customer Relations Department to the
recording service provider.
• The text and music shall be recorded by the recording service provider on a CD and forwarded to the Manager of Customer
Relations.
• The CD will then be installed by the Authority’s Information Services Department.
The recording service provider shall change voices and music type on the recordings, as requested by OCTA.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-6-0705

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
New Contract/PO

What is the current 16-digit account string associated with this PO/Contract?
1834-7629-A0001-AG5
Budget Justifications

Division:        03        External Affairs
OrgKey:          1835      OCTD Customer Relations
Object:          7519      Prof Serv-Other Prof Services
Description:               Customer Information Center
Quantity/Cost:             1 @ $1,453,600                                                                              FY10-1723
Budget Request:         $ 1,453,600                                                             IFAS#: 1835-7519-D4106-RVE


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The Authority's Customer Information Center (CIC) provides transit information via telephone. These calls are routed to the
CIC representative or through the Integrated Voice Response (IVR) system. Customers receive information on bus schedules,
routes, fares, stops, Authority policies on transit services, and selected general information by calling the (714) 636-RIDE or
(800) 636-RIDE telephone numbers. Additional contracted services include IVR costs and special projects, e.g. call recording
and recording riders alerts.

For FY 2009/10, it is assumed that OCTA will participated in a regional 511 system by January 2010. It is assumed that a
minimum of 10 percent of calls will be diverted to the IVR system.

The current call volume in the CIC averages approximately 60,000 handled calls per month or 713,000 through the CIC by year
end. Assuming a growth rate of 5 percent it is anticipated the call volume will be 750,000 calls in FY2009/10 served as follows:

• IVR diversion: 40,950 calls
• Operator calls 713,000 calls @ $2.00/call (total of $1,426,000)
• CIC IVR 20,000 calls @ $0.13 (total $2,600)
• Other (total of $25,000)

Total budget: $1,453,600

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-6-0461

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1835-7519-D4601-1E4
Budget Justifications

Division:       03       External Affairs
OrgKey:         1835     OCTD Customer Relations
Object:         7629     Other Services
Description:             Courier Services
Quantity/Cost:           1 @ $7,100                                                                                FY10-1725
Budget Request:        $ 7,100                                                                IFAS#: 1835-7629-D4105-1EN


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Courier services are required to pick up and deliver digital photo cards on a weekly basis between OCTA and contracted
photography studios for the Reduced Fare ID program.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-1051

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1835-7629-D4105-1EN
Budget Justifications

Division:       03        External Affairs
OrgKey:         1835      OCTD Customer Relations
Object:         7629      Other Services
Description:              Photography Services for the Reduced Fare ID Program
Quantity/Cost:            1 @ $34,300                                                                                  FY10-1726
Budget Request:        $ 34,300                                                                  IFAS#: 1835-7629-D4620-8FY


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The Pass Sales program provides photo identification cards for persons with disabilities, including ACCESS eligible customers
using fixed route service and senior citizens, enabling them to ride the fixed route service at a reduced fare. It is more cost
effective for OCTA and convenient for our customers to contract this service to local vendors.
Because the Authority is required by laws to offer reduced fares to persons with disabilities, the budgeted amount takes into
consideration the number of applications approved (approximately 400 per month). The amount requested is less than the
average number of applications received due to this variance.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-1341

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1835-7629-D4620-8FY
Budget Justifications

Division:       03        External Affairs
OrgKey:         1835      OCTD Customer Relations
Object:         7629      Other Services
Description:              Translation Services
Quantity/Cost:            1 @ $500                                                                                 FY10-1727
Budget Request:        $ 500                                                                      IFAS#: 1835-7629-D4620-AF9


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Translation of Rider's Alerts and other customer Relations materials is required in multiple languages.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-5-2702

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1835-7629-D4620-AF9
Budget Justifications

Division:       03        External Affairs
OrgKey:         1837      Marketing Outreach
Object:         7519      Prof Serv-Other Prof Services
Description:              Baseline Public Information
Quantity/Cost:            1 @ $75,000                                                                                FY10-1733
Budget Request:        $ 75,000                                                                 IFAS#: 1837-7519-A3311-B2K


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
A) A firm is needed to assist the development and implementation of OCTA's marketing programs for pass sales and baseline
communication for operation support. Services include creative design & layout (print), copywriting, photography, translations,
printing and distribution of program collateral materials.

B) These resources will be used to support the following programs:
• Retail Pass Sales
• Baseline Communications (Riders Guide, Bus Brochures, etc.)
• Summer Youth Bus Pass
• Supporting additional marketing needs for existing programs and Operations, CTS, Safety Challenge, Bus Roadeo, Fare
Evasion, etc.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
APR 2009
Budget Justifications

Division:       03        External Affairs
OrgKey:         1837      Marketing Outreach
Object:         7519      Prof Serv-Other Prof Services
Description:              Bus Rapid Transit Marketing Services
Quantity/Cost:            1 @ $50,000                                                                                  FY10-1734
Budget Request:        $ 50,000                                                                  IFAS#: 1837-7519-A3311-KAN


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
A firm is needed to assist the marketing and creative execution of the new BRT service launch to stimulate trial ridership and
provide public information. This firm will provide graphic design, print, direct mail, web development, and distribution of
collateral materials.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
MAR 2009
Budget Justifications

Division:       03        External Affairs
OrgKey:         1837      Marketing Outreach
Object:         7519      Prof Serv-Other Prof Services
Description:              Marketing Outreach Support
Quantity/Cost:            1 @ $25,000                                                                               FY10-1735
Budget Request:        $ 25,000                                                                IFAS#: 1837-7519-A3311-PKX


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
As the demographics in Orange County continue to change, OCTA conducts outreach and provides transportation information
to multiple target audiences such as seniors, youth, and ethnic groups. OCTA requires services in creative design, production,
printing, and translations to develop materials to support the outreach programs.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
MAR 2009
Budget Justifications

Division:      03        External Affairs
OrgKey:        1837      Marketing Outreach
Object:        7519      Prof Serv-Other Prof Services
Description:             Bus Ridership Marketing Services
Quantity/Cost:           1 @ $50,000                                                                            FY10-1736
Budget Request:       $ 50,000                                                              IFAS#: 1837-7519-A3311-RX5


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
A firm is needed to assist in the development of OCTA's overall bus ridership marketing, as well as the targeted route
promotions during the fiscal year 2009/2010. Development and implementation of the programs include creative design and
layout (print), copywriting, translation, printing and distribution of program collateral materials.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
APR 2009
Budget Justifications

Division:       03        External Affairs
OrgKey:         1837      Marketing Outreach
Object:         7629      Other Services
Description:              On-Street Signage
Quantity/Cost:            1 @ $20,000                                                                                FY10-1741
Budget Request:        $ 20,000                                                                IFAS#: 1837-7629-A3311-JGH


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Production, printing and lamination for OCTA's bus stop cassettes information on a quarterly basis. This reflects a 20%
reduction in costs.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0760 with Digital Graphics Centre

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1837-7629-A3311-JGH
Budget Justifications

Division:       03        External Affairs
OrgKey:         1837      Marketing Outreach
Object:         7629      Other Services
Description:              UPS
Quantity/Cost:            1 @ $25,000                                                                                FY10-1738
Budget Request:        $ 25,000                                                                IFAS#: 1837-7629-A3311-4QC


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
UPS pickup and delivery service from the OCTA marketing distribution center.
Mailing of bus books, individual schedules, system maps, and various other marketing materials to support the bus system.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-0929

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
1837-7629-A3311-4QC
Budget Justifications

Division:       03       External Affairs
OrgKey:         1837     Marketing Outreach
Object:         7629     Other Services
Description:             Bus Schedule Design Service
Quantity/Cost:           1 @ $20,000                                                                              FY10-1742
Budget Request:        $ 20,000                                                               IFAS#: 1837-7629-A3311-JGJ


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Design and layout for OCTA's bus individual route schedules and system maps on a quarterly service change schedule.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0760

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1837-7629-A3311-JGJ
Budget Justifications

Division:      03        External Affairs
OrgKey:        1837      Marketing Outreach
Object:        7629      Other Services
Description:             Bus Book Design Service
Quantity/Cost:           1 @ $40,000                                                                       FY10-1740
Budget Request:       $ 40,000                                                            IFAS#: 1837-7629-A3311-JGG


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Design and production to update OCTA's bus book on a quarterly basis.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0760

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1837-7629-A3311-JGG
Budget Justifications

Division:       03        External Affairs
OrgKey:         1837      Marketing Outreach
Object:         7629      Other Services
Description:              Photography Service
Quantity/Cost:            1 @ $5,000                                                                                   FY10-1739
Budget Request:        $ 5,000                                                                    IFAS#: 1837-7629-A3311-B3F


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
One of the Marketing Departments responsibilities is to maintain current and updated pictures of projects and events to use in
various presentations, videos and marketing collateral pieces, as well as to provide support for special events. The vendor will
provide either 35 mm slides or high resolution digital files which will be archived electronically by the Marketing Department.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
MAR 2009
Budget Justifications

Division:       03        External Affairs
OrgKey:         1837      Marketing Outreach
Object:         7629      Other Services
Description:              Color Copying & Mounting Service
Quantity/Cost:            1 @ $15,000                                                                                  FY10-1737
Budget Request:        $ 15,000                                                                   IFAS#: 1837-7629-A3311-1EL


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Various printing and poster mounting services to support bus marketing and outreach activities, and bus operational support,
that are not producible in-house, including large format color printing for vinyl banners, event booth graphics, large posters and
small quantity four color printed materials. The vendor will provide color enlargements of OCTA information materials that will
be placed in displays for outreach events and meetings.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
MAR 2009
Budget Justifications

Division:       03        External Affairs
OrgKey:         1841      Rideshare PDC
Object:         7519      Prof Serv-Other Prof Services
Description:              AVR Survey Processing Support - ITS                                                  Grant Funded:
Quantity/Cost:            1 @ $117,000                                                                                 FY10-1755
Budget Request:        $ 117,000                                                                   IFAS#: 1841-7519-A2217-L75


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Exercise option term with ITS to provide call taking services, matchlist processing, production of rideguides and the calculation
of Average Vehicle Ridership Surveys for employers with at least 250 employees for the Orange County Transportation
Authority's Rideshare program.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-6-0344 with ITS

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
1841-7519-A2217-L75
Budget Justifications

Division:       03       External Affairs
OrgKey:         1841     Rideshare PDC
Object:         7519     Prof Serv-Other Prof Services
Description:             Regional Ridematch Database System                                                 Grant Funded:
Quantity/Cost:           1 @ $84,500                                                                                FY10-1756
Budget Request:        $ 84,500                                                                 IFAS#: 1841-7519-A2217-L75


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
OCTA desires to continue participating with other County Transportation Commissions (CTCs) including Los Angeles County
Metropolitan Transportation Authority (LACMTA), San Bernardino Associated Governments (SANBAG), Ventura County
Transportation Commission (VCTC) and RCTC in providing regionally coordinated ridematching services to better serve the
commuting population of the five county region. OCTA has actively participated in the joint effort of the CTCs in evaluating,
designing, and approving the regional ridematching software system and RCTC has agreed to perform services necessary for
implementation.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-6-0678 with RCTC

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
1841-7519-A2217-L75
Budget Justifications

Division:       03       External Affairs
OrgKey:         1841     Rideshare PDC
Object:         7519     Prof Serv-Other Prof Services
Description:             Rideshare Consultant:Employer Transportation Plan Development                    Grant Funded:
Quantity/Cost:           1 @ $50,000                                                                               FY10-1757
Budget Request:        $ 50,000                                                                IFAS#: 1841-7519-A2217-L75


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
OCTA's rideshare program, Commuter Solutions, offers several programs to help Orange County employers comply with Rule
2202 mandates. Inland Transportation Services ( ITS) has been contracted to develop transportation plans for employers using
commuter data collected through OCTA's AVR survey processing. These transportation plans will help identify and assist
commuters to make the switch from solo-commuting into one of OCTA's services: Bus, Metrolink, Vanpool, Carpool. ITS will
also create a calendar to streamline the process to conduct ever-increasing AVR surveys for employers.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
FEB 2009
Budget Justifications

Division:       03       External Affairs
OrgKey:         1841     Rideshare PDC
Object:         7519     Prof Serv-Other Prof Services
Description:             Rideshare Advertising Agency                                                     Grant Funded:
Quantity/Cost:           1 @ $150,000                                                                             FY10-1758
Budget Request:        $ 150,000                                                              IFAS#: 1841-7519-A2217-L75


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
OCTA administers Orange County's Rideshare program to provide and promote Rideshare services and information to
employers and commuters. A firm is needed to perform with expertise in the following areas to support the implementation of
OCTA's Rideshare Program.
-Marketing and Advertising Planning and Execution.
-Branding, Creative Development, Graphic Design, Copywriting and Production.
-Event Planning and Execution/POP Installation.
-Promotional Items.
-Mural Application.
-Mailhouse Services.
-Printing.
-Website development and design.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0811 with Mob Media

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
1841-7519-A2217-L75
Budget Justifications

Division:       03       External Affairs
OrgKey:         1841     Rideshare PDC
Object:         7629     Other Services
Description:             Keypunch Services                                                                 Grant Funded:
Quantity/Cost:           1 @ $10,350                                                                                FY10-1760
Budget Request:        $ 10,350                                                                IFAS#: 1841-7629-A2217-L75


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Digital Archive technology is the vendor that key punches all of the Average Vehicle Ridership surveys for the Orange County
Transportation Authority’s rideshare program. They provide the data file that is used to calculate the AVR survey results

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-0963 with Digital Archive

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
1841-7629-A2217-L75
Budget Justifications

Division:       03        External Affairs
OrgKey:         1842      Vanpool Program
Object:         7519      Prof Serv-Other Prof Services
Description:              Vanpool Advertising Agency                                                          Grant Funded:
Quantity/Cost:            1 @ $70,000                                                                                  FY10-1769
Budget Request:        $ 70,000                                                                   IFAS#: 1842-7519-D4621-L76


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
In addition to providing a viable transportation option to employers and commuters. OCTA includes Vanpool statistics in
NTD reporting to receive federal funding. Growing vanpools will increase federal apportionments for OCTA. An Agency is
required to perform with expertise in market research, analysis, planning, implementation and advertising in addition to each of
the following areas to support the Vanpool program.
-Marketing and Advertising Planning and Execution.
-Creative Development, Graphic Design, Copywriting and Production.
-Mural Application.
- Mailhouse Service.
-Printing.
-Website development and design.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0811 with MOB Media

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
1842-7519-D4621-L76
Budget Justifications

Division:       03        External Affairs
OrgKey:         1842      Vanpool Program
Object:         7519      Prof Serv-Other Prof Services
Description:              IS Consultant                                                                      Grant Funded:
Quantity/Cost:            1 @ $15,000                                                                                 FY10-1770
Budget Request:        $ 15,000                                                                 IFAS#: 1842-7519-D4621-L76


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Provide technical assistance in updating and maintenance of the vanpool database and online data entry application.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
MAR 2009
Budget Justifications

Division:       03        External Affairs
OrgKey:         1861      Public Communications
Object:         7519      Prof Serv-Other Prof Services
Description:              Media Public Service Announcements
Quantity/Cost:            1 @ $50,000                                                                                  FY10-1778
Budget Request:        $ 50,000                                                                  IFAS#: 1861-7519-A0001-5WV


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
5 to 8 public-service announcements that last from 10 to 20 minutes for Orange County’s cable stations. The purpose is to
communicate transportation information to the public. This is a very effective way to reach large audiences at a low unit cost.
These low-cost PSAs can also be reused on the OCTA.net website, at public presentations, or in other project information.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:      03        External Affairs
OrgKey:        1861      Public Communications
Object:        7519      Prof Serv-Other Prof Services
Description:             Media Relations Support
Quantity/Cost:           1 @ $5,000                                                                             FY10-1779
Budget Request:       $ 5,000                                                               IFAS#: 1861-7519-A0001-KAS


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The purpose is to train key spokespersons on how to effectively and comfortably communicate with the news media and
provide current and accurate information.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:      03       External Affairs
OrgKey:        1861     Public Communications
Object:        7629     Other Services
Description:            Graphic Design
Quantity/Cost:          1 @ $6,750                                                                              FY10-1784
Budget Request:       $ 6,750                                                                IFAS#: 1861-7629-A0001-JJ5


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
On-call graphic design services are needed for the Public Communications department. The work includes development of
brochures, display boards, fact sheets, etc. which are needed to communicate project information to the public.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C71311

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
N/A

What is the current 16-digit account string associated with this PO/Contract?
1861-7661-A0001-JJ5
Budget Justifications

Division:       03       External Affairs
OrgKey:         1861     Public Communications
Object:         7629     Other Services
Description:             Community Canvassing
Quantity/Cost:           1 @ $7,000                                                                              FY10-1785
Budget Request:        $ 7,000                                                                IFAS#: 1861-7629-A0001-JJ7


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
To assist the Authority's Public Communications Department with the communication of transportation related events and
issues, consultant shall provide door-to-door delivery services for the Authority on an as-needed basis.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Payment Request

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
MAR 2009
Budget Justifications

Division:       03        External Affairs
OrgKey:         1861      Public Communications
Object:         7629      Other Services
Description:              Translations
Quantity/Cost:            1 @ $5,000                                                                                  FY10-1782
Budget Request:        $ 5,000                                                                  IFAS#: 1861-7629-A0001-GBG


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Translation services are needed to produce documents in a variety of languages to reach the public that are affected by various
projects.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-1228

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
1861-7629-A0001-GBG
Budget Justifications

Division:       03       External Affairs
OrgKey:         1861     Public Communications
Object:         7629     Other Services
Description:             Media Transcripts
Quantity/Cost:           1 @ $10,700                                                                               FY10-1780
Budget Request:        $ 10,700                                                               IFAS#: 1861-7629-A0001-4AW


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
A contact with a reporting service to monitor and forward written or recorded news related to OCTA. This enables the
Authority to track broadcast coverage on radio and television regarding OCTA. Transcripts from these news stories are
reviewed for coverage of items of interest to OCTA.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-1135

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
1861-7629-A0001-4AW
Budget Justifications

Division:       03        External Affairs
OrgKey:         1861      Public Communications
Object:         7629      Other Services
Description:              Clipping Services
Quantity/Cost:            1 @ $7,525                                                                                FY10-1781
Budget Request:        $ 7,525                                                                 IFAS#: 1861-7629-A0001-5WS


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
A consultant to scan daily, weekly and monthly publications for news articles about OCTA and local transportation issues. This
involves daily faxing of news clips and weekly sending of hard copies to the Media Relations staff. The purpose is to monitor
articles of interest to OCTA.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0717

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
1861-7629-A0001-5WS
Budget Justifications

Division:       03        External Affairs
OrgKey:         1861      Public Communications
Object:         7629      Other Services
Description:              Pub. Comm. Reprographics
Quantity/Cost:            1 @ $11,000                                                                                FY10-1786
Budget Request:        $ 11,000                                                                IFAS#: 1861-7629-A0001-KHD


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Reprographics services are often needed to reproduce fact sheets, flyers, handouts, etc. for various projects. Due to large
quantities with multiple color designs with short production times, some print production jobs can be handled more effectively
by large outside print and reprographics houses.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C81178

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1961-7629-A0001-KHD
Budget Justifications

Division:       03        External Affairs
OrgKey:         1861      Public Communications
Object:         7629      Other Services
Description:              Pub. Comm. Mailhouse
Quantity/Cost:            1 @ $7,800                                                                                   FY10-1783
Budget Request:        $ 7,800                                                                  IFAS#: 1861-7629-A0001-GGW


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Various projects require a large distribution of materials that goes out through the mail. Using a mailhouse is more cost-
effective for large jobs and often a mailing list needs to be purchased.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C81155

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1861-7629-A0001-GGW
Budget Justifications

Division:       11       Transit
OrgKey:         0030     Orange Co Transit District
Object:         7515     Investment Fee - Port Mgr
Description:             Investment Fees
Quantity/Cost:           1 @ $140,903                                                                      FY10-0452
Budget Request:        $ 140,903                                                           IFAS#: 0030-7515-A0001-F30


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Investment Fees, which are based upon a percentage of cash balances as of 12/31/08.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       11       Transit
OrgKey:         0092     Bus Operations Fund
Object:         7515     Investment Fee - Port Mgr
Description:             Investment Fees
Quantity/Cost:           1 @ $48,535                                                                        FY10-0591
Budget Request:        $ 48,535                                                            IFAS#: 0092-7515-A0001-F92


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Investment Fees, which are based upon a percentage of cash balances as of 12/31/08.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       11        Transit
OrgKey:         1545      Transit Systems Development
Object:         7519      Prof Serv-Other Prof Services
Description:              Bus Rapid Transit (BRT) - Program Management Consultant Services                   Grant Funded:
Quantity/Cost:            1 @ $1,143,000                                                                              FY10-1494
Budget Request:        $ 1,143,000                                                              IFAS#: 1545-7519-A9601-3TN


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Jacobs Carter Burgess to provide program-wide Project Management Consultant (PMC) support services for the Board
approved bus rapid transt program, also known as Bravo!, for Fiscal Year 2009/2010. For Option Term 1, Project Management
Consultants (PMC) will continue to provide Project Management Support during the design phase with the level of effort
necessary to perform, at a minimum, the following work items:

• Project coordination and technical support.
• Facilitate project meetings and provide meeting minutes/summaries as applicable.
• Track issues and action items relating to the project.
• Develop a cost control system to monitor progress payment, contract/change order commitments, and cost forecasts.
• Develop and maintain design and construction schedule.
• Assist funding applications from various funding sources.
• Stakeholder coordination.
• Facilitate, attend, and prepare meeting minutes and/or summaries for Caltrans Project Development Team (PDT) meetings.
• Contract procurement and compliance oversight.
• Quality assurance oversight.
• Document control.
• Maintain and update project data to Bravo! BRT Intranet.
• Technical oversight and compliance monitoring for contractors, vendors, and/or consultants (especially for services outlined
in RFP 7-1164 and RFP 7-0972, currently known as contracts C-7-1164 and C-7-0972).

A contractor includes a person, persons, firm, partnership, corporation, vendor, consultant, or combination thereof, which has
entered into a contract with the Authority to provide services as identified in contracts C-7-0972, C-7-1164 (formerly for
services as outlined in RFP 7-1164 and RFP 7-0972), and/or the public works construction contract for the Bravo! program.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-5-2585

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
1545-7519-A9601-3TN (CTO A09429; CTO A09514) Program-wide/BRT
Budget Justifications

Division:       11        Transit
OrgKey:         2108      Security and Emergency Preparedness
Object:         7519      Prof Serv-Other Prof Services
Description:              Update OCTA's Emergency Operations Plan - Grant Program                              Grant Funded:
Quantity/Cost:            1 @ $200,000                                                                                 FY10-1824
Budget Request:        $ 200,000                                                                 IFAS#: 2108-7519-A0001-RYY


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This project will focus on reviewing existing security and emergency response plans and integrating those documents into an
updated and enhanced Emergency Operations Plan. No Local match necessary.

OCTA has identified a need to integrate its existing plans into an updated Emergency Operations Plan to ensure effective
disaster response at OCTA facilities and to ensure the provision of adequate transportation services during incidents anyplace
within Orange County. This plan will be in conformance with state and federal standards and policies for emergency operations
plans and with applicable industry standards and best practices, including but not limited to:
•Orange County Operational Area Emergency Plan (current edition)
•California Master Mutual Aid Plan
•Incident Command System (ICS)
•Standardized Emergency Management System (SEMS)
•National Incident Management System (NIMS)
•National Fire Protection Administration (NFPA) 1600: Standard on Disaster/ Emergency Management and Business
Continuity Programs
•FEMA CPG-101, Producing Emergency Plans
•American Public Transportation Association (APTA), Security Standards and Recommended Practices
•APTA, Checklists for Emergency Response Planning and System Security
•Federal Transit Administration (FTA), Critical Incident Management Guidelines
•FTA, Public Transportation System Security and Emergency Preparedness Planning Guide
•TSA/FTA Security and Emergency Management Action Items for Transit Agencies

The updated plan will be crosschecked and referenced to pertinent local and regional plans and with local, regional, state and
federal response protocols.

This investment supports HSPD-8 and will support these capabilities within the Target Capabilities List:

•Mission: Common—Capabilities: Planning, Risk Management
•Mission: Protect—Critical Infrastructure Protection
•Mission: Response—Onsite Incident Command, Emergency Operations Center Management, Critical Resource Logistics and
Distribution, Emergency Public Safety and Security Response, Emergency Public Information and Warning, Weapons of Mass
Destruction (WMD) and Hazardous Materials Response and Decontamination
•Mission: Recovery—Restoration of Lifelines, Economic and Community Recovery

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
SEP 2009
Budget Justifications

Division:        11        Transit
OrgKey:          2108      Security and Emergency Preparedness
Object:          7519      Prof Serv-Other Prof Services
Description:               Train Frontline Personnel on Emergency Operations Plan - Grant Program Grant Funded:
Quantity/Cost:             1 @ $200,000                                                                                     FY10-1825
Budget Request:         $ 200,000                                                                     IFAS#: 2108-7519-A0001-RZ2


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This investment will focus on communicating the updated and enhanced Emergency Operations Plan’s elements to agency
personnel (frontline personnel, supervisors and managers) and joint incident responders. No Local match necessary

Once the agency’s emergency plan has been updated, it will be necessary to train and exercise agency personnel and appropriate
neighboring agency responders to test and validate the new plan.
It is estimated that training sessions will be presented to coach operators, field supervisors, base managers, administrative
supervisors and managers, senior management and appropriate representatives of agencies likely to become involved in
response efforts with OCTA.

Specifically, this investment meets the requirement to enhance immediate actions for security threats/incidents.

A series of three to five tabletop exercises and a functional exercise will be held to validate the plan and the training sessions.

This investment supports HSPD-8 and will support these capabilities within the Target Capabilities List:
•Mission: Common—Capabilities: Planning, Communications
•Mission: Protect—Critical Infrastructure Protection
•Mission: Response—Onsite Incident Command, Emergency Operations Center Management, Critical Resource Logistics and
Distribution, Emergency Public Safety and Security Response, Emergency Public Information and Warning, Weapons of Mass
Destruction (WMD) and Hazardous Materials Response and Decontamination
•Mission: Recovery—Restoration of Lifelines, Economic and Community Recovery

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
OCT 2009
Budget Justifications

Division:        11        Transit
OrgKey:          2108      Security and Emergency Preparedness
Object:          7519      Prof Serv-Other Prof Services
Description:               Counter-Surveillance Training for Frontline Personnel - Grant Program                 Grant Funded:
Quantity/Cost:             1 @ $180,000                                                                                  FY10-1826
Budget Request:         $ 180,000                                                                  IFAS#: 2108-7519-A0001-RZ7


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This investment will focus on enhancing the capabilities of agency personnel to identify surveillance and probing activities by
unauthorized persons. No Local match necessary.

The 2009 Transit Security Grant Program (TSGP) guidance, Table 1 (page 5) identifies training in counter-surveillance as a
specific desired project in Priority Group 1. This investment meets that request by providing counter-surveillance training to
frontline personnel, supervisors and managers, administrative personnel, transit police and building security staff.

A series of four training sessions will address pre-incident indicators and tactics and techniques of surveillance and counter-
surveillance. Case studies will illustrate teaching points. Field activities will reinforce the classroom instruction.

This investment supports Homeland Security Presidential Directive 8 (HSPD-8) and will support these capabilities within the
Target Capabilities List:
•Mission: Common—Capabilities: Risk Management
•Mission: Prevent—Information Gathering and Recognition of Indicators and Warnings
•Mission: Protect—Critical Infrastructure Protection

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
NOV 2009
Budget Justifications

Division:        11        Transit
OrgKey:          2108      Security and Emergency Preparedness
Object:          7519      Prof Serv-Other Prof Services
Description:               Develop & Implement Public Awareness Campaign - Grant Program                         Grant Funded:
Quantity/Cost:             1 @ $300,000                                                                                  FY10-1827
Budget Request:         $ 300,000                                                                   IFAS#: 2108-7519-A0001-RZ8


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This investment will focus on improving security awareness among OCTA’s Ridership on buses and trains. No Local match
necessary.

The 2009 Transit Security Grant Program (TSGP) guidance, Table 1 (page 5) identifies public awareness as a specific desired
project in Priority Group 1. This investment meets that request by developing and implementing a security awareness program
for both onboard and station applications.

This project is intended to enhance capabilities to identify, report and react to suspicious activity, suspicious items, dangerous
substances and security incidents. The project will include the design and production of printed materials and signage to
communicate to the public the need for security awareness. Common concerns will be addressed along with specific threats to
be highlighted for rolling and fixed locations.

This investment supports Homeland Security Presidential Directive 8 (HSPD-8) and will support these capabilities within the
Target Capabilities List:
•Mission: Common—Capabilities: Risk Management, Community Preparedness and Participation
•Mission: Prevent—Information Gathering and Recognition of Indicators and Warnings
•Mission: Protect—Critical Infrastructure Protection
Mission: Respond—Emergency Public Safety and Security Response, Emergency Public Information and Warning

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
DEC 2009
Budget Justifications

Division:        11        Transit
OrgKey:          2114      Transit Technical Services
Object:          7519      Prof Serv-Other Prof Services
Description:               Contracted technical expertise
Quantity/Cost:             1 @ $25,000                                                                              FY10-1890
Budget Request:         $ 25,000                                                                   IFAS#: 2114-7519-D2103-K1N


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
NTE contract for various types of analysis such as, metallurgical, mechanical/technical failures, forensic, etc.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JUL 2009
Budget Justifications

Division:       11        Transit
OrgKey:         2128      Ops Planning & Scheduling
Object:         7519      Prof Serv-Other Prof Services
Description:              Manual Ridecheck Data Collection
Quantity/Cost:            1 @ $216,000                                                                              FY10-2018
Budget Request:        $ 216,000                                                                IFAS#: 2128-7519-D4106-97S


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Passenger counts and schedule adherence documentation of Authority revenue vehicles. A schedule checking contract is
required for several reasons. The Federal Transit Administration does not recognize automatic passenger counters (APC's) as a
reliable source of Section 15 (NTD) data. Thus, OCTA will need to continue to collect this information manually. Also,
schedule checkers are needed to conduct street corner checks and will be needed to collect data for all contracted routes
(contract operated buses will not be equipped with APC's nor schedule adherence software). These funds will provide funding
to extend the current contract to collect sample data for passenger boardings, travel characteristics and system on-time
performance of Authority revenue vehicles.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-1115

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
2128-D4106-7519-97S
Budget Justifications

Division:       11       Transit
OrgKey:         2131     CTS
Object:         7519     Prof Serv-Other Prof Services
Description:             Lost and Found
Quantity/Cost:           1 @ $70,164                                                                             FY10-2065
Budget Request:        $ 70,164                                                              IFAS#: 2131-7519-D4102-9SU


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The Lost and Found program is implemented in accordance with state law regarding the handling of lost and found items on
public transit vehicles.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-4-0857 (Orange County ARC)

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
2131-7519-D4102-9SU
Budget Justifications

Division:       11        Transit
OrgKey:         2131      CTS
Object:         7519      Prof Serv-Other Prof Services
Description:              Graphic Design Services
Quantity/Cost:            1 @ $20,000                                                                               FY10-2066
Budget Request:        $ 20,000                                                                 IFAS#: 2131-7519-D4302-FP6


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
CTS seeks to maintain on-call consultants for graphic design and direct mail services to assist with the development of
newsletters, flyers, direct mail, and other customer correspondence in support of ACCESS and other CTS programs and
services.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
FEB 2009
Budget Justifications

Division:       11       Transit
OrgKey:         2131     CTS
Object:         7519     Prof Serv-Other Prof Services
Description:             ACCESS In-Person Assesment/Certification
Quantity/Cost:           7200 @ $93                                                                                FY10-2064
Budget Request:        $ 669,600                                                               IFAS#: 2131-7519-D1208-8T7


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Provide professional evaluation and determination of ADA eligibility for the Authority's ACCESS service. An ADA eligibility
process is required by the Americans with Disabilities Act.

The projected cost for this service in FY10 was determined using the following assumptions: 600 applications/assessments per
month (7,200 for the year) at a rate of $93.00 per assessment for a total of $669,600 in cost for the entire fiscal year.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-5-3039 (CARE Evaluators)

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
2131-7519-D1208-8T7
Budget Justifications

Division:      11        Transit
OrgKey:        2131      CTS
Object:        7629      Other Services
Description:             Mail House - Postage and Stuffing
Quantity/Cost:           1 @ $20,000                                                                            FY10-2070
Budget Request:       $ 20,000                                                              IFAS#: 2131-7629-D4302-8rh


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This will be used for production, mailhouse and postage fees associated with the Transit Connection Newsletter mailed
quarterly to active ACCESS customers (approximately 14,000 clients each quarter). Additional information pieces may be
necessary to inform all ACCESS customers of service changes or issues. These would be mailed to the entire ACCESS database
currently in excess of 26,000 customers.

The Transit Connection Newsletter is used to maintain communication with ACCESS customers and keep them informed of
important service information.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JAN 2009
Budget Justifications

Division:       11       Transit
OrgKey:         2166     Facilities Maintenance Admin
Object:         7519     Prof Serv-Other Prof Services
Description:             Bus Stop Data Base Upgrades
Quantity/Cost:           1 @ $10,000                                                                               FY10-2272
Budget Request:        $ 10,000                                                               IFAS#: 2166-7519-D4623-PTK


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Hire a computer consultant to maintain and update the existing Stops & Zones bus stop database to correct existing problems,
modify system base on mission changes, and to develop a more user-friendly program.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
SEP 2009
Budget Justifications

Division:       11        Transit
OrgKey:         2169      Maintenance Training
Object:         7519      Prof Serv-Other Prof Services
Description:              Service for tool calibration
Quantity/Cost:            1 @ $25,000                                                                                 FY10-2393
Budget Request:        $ 25,000                                                                  IFAS#: 2169-7519-D2108-Q59


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Contract for periodic calibration and recertification of special tools used throughout the department. This new project has been
developed as the result of an APTA audit.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JUL 2009
Budget Justifications

Division:       12        Rail
OrgKey:         0093      CURE Orange Cty-Inland Empire
Object:         7514      Prof Serv-Right of Way Service
Description:              Tenant Review Services for LOSSAN Corridor Right of Way
Quantity/Cost:            1 @ $60,000                                                                                 FY10-0602
Budget Request:        $ 60,000                                                                IFAS#: 0093-7514-D4803-DKM


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Right of way services to review and audit tenant files and perform field inspections of corresponding tenant uses. The tenants
reviewed have licensed along the LOSSAN Corridor. The purpose is to reduce Authority's liability

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-1306

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0093-7514-D4803-DKM
Budget Justifications

Division:       12        Rail
OrgKey:         0093      CURE Orange Cty-Inland Empire
Object:         7514      Prof Serv-Right of Way Service
Description:              Engineering Services for LOSSAN Corridor Right of Way
Quantity/Cost:            1 @ $20,000                                                                               FY10-0603
Budget Request:        $ 20,000                                                               IFAS#: 0093-7514-D4803-QBZ


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Hire Engineering firm from existing on-call Engineering & Survey contract to provide primarily survey services to determine
OCTA right of way boundaries for possible encroachments or uses by either OCTA or another entity.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-3-0897, C-3-1383, C-3-1384, C-3-1385

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Contract Task Order

What is the current 16-digit account string associated with this PO/Contract?
Multiple
Budget Justifications

Division:       12        Rail
OrgKey:         0093      CURE Orange Cty-Inland Empire
Object:         7514      Prof Serv-Right of Way Service
Description:              Appraisals for LOSSAN Corridor Right of Way
Quantity/Cost:            1 @ $25,000                                                                                  FY10-0604
Budget Request:        $ 25,000                                                                  IFAS#: 0093-7514-D4803-QC1


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Hire appraisal firm form existing on-call appraisal contract to provide appraisal services to determine Fair Market Rental Value
OCTA could charge a prospective tenant interested in licensing a parcel on LOSSAN Railroad.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-1354

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Contract Task Order

What is the current 16-digit account string associated with this PO/Contract?
0010-7514-T0001-P4S,      0010-7514-F1110-KQS
Budget Justifications

Division:       12       Rail
OrgKey:         0093     CURE Orange Cty-Inland Empire
Object:         7515     Investment Fee - Port Mgr
Description:             Investment Fees
Quantity/Cost:           1 @ $97,212                                                                       FY10-0605
Budget Request:        $ 97,212                                                            IFAS#: 0093-7515-A0001-F93


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Investment Fees, which are based upon a percentage of cash balances as of 12/31/08.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:      12        Rail
OrgKey:        0093      CURE Orange Cty-Inland Empire
Object:        7517      Rail ROW Maintenance Services
Description:             LOSSAN Fencing                                                               Grant Funded:
Quantity/Cost:           1 @ $350,000                                                                       FY10-0607
Budget Request:       $ 350,000                                                          IFAS#: 0093-7517-D4819-Q8E


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Prop 1B Fund Grant Work. Fencing to secure operating railroad corridor.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Multiple Procurements

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
MAY 2009
Budget Justifications

Division:       12       Rail
OrgKey:         0093     CURE Orange Cty-Inland Empire
Object:         7517     Rail ROW Maintenance Services
Description:             LOSSAN Right of Way Maintenance
Quantity/Cost:           1 @ $1,100,000                                                                           FY10-0606
Budget Request:        $ 1,100,000                                                           IFAS#: 0093-7517-D2601-AB9


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
To ensure the LOSSAN Rail Corridor is kept safe and properly maintained and in compliance with the federal Railroad
Association (FRA) regulations. The Authority maintains the property along the LOSSAN corridor throughout Orange County.
Regular Maintenance is necessary to ensure the property along the operating rail lines is in compliance with FRA standards.
Qualified workers must maintain this right of way and keep it free from debris.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-3-0912

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0093-7517-D2601-AB9
Budget Justifications

Division:        12        Rail
OrgKey:          0093      CURE Orange Cty-Inland Empire
Object:          7519      Prof Serv-Other Prof Services
Description:               On Call Engineering Services
Quantity/Cost:             1 @ $150,000                                                                                  FY10-0610
Budget Request:         $ 150,000                                                                 IFAS#: 0093-7519-A0001-DH7


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Railroad design, engineering, geo-technical, survey, structural and rail integration services to support commuter rail operations,
planning and infrastructure management.

Is there an existing PO/Contract that will be used for this line item?
Yes

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
Multiple
Budget Justifications

Division:       12        Rail
OrgKey:         0093      CURE Orange Cty-Inland Empire
Object:         7519      Prof Serv-Other Prof Services
Description:              Commuter Rail On Call Financial Services
Quantity/Cost:            1 @ $100,000                                                                                FY10-0608
Budget Request:        $ 100,000                                                                IFAS#: 0093-7519-A0001-DH5


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Expense, revenue, ridership analysis/report of Member Agency cost allocation subsidy, revenue share, ridership and ticket sales.
Used for financial planning, analysis, budgeting and negotiation with Member Agencies.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
APR 2009
Budget Justifications

Division:       12        Rail
OrgKey:         0093      CURE Orange Cty-Inland Empire
Object:         7519      Prof Serv-Other Prof Services
Description:              On Call Planning Services
Quantity/Cost:            1 @ $350,000                                                                           FY10-0609
Budget Request:        $ 350,000                                                                IFAS#: 0093-7519-A0001-DH6


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
On call project management services for commuter rail , rail studies, and analysis as needed.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
MAR 2009
Budget Justifications

Division:       12       Rail
OrgKey:         0093     CURE Orange Cty-Inland Empire
Object:         7519     Prof Serv-Other Prof Services
Description:             LOSSAN South Strategic Assessment
Quantity/Cost:           1 @ $30,000                                                                                 FY10-0612
Budget Request:        $ 30,000                                                               IFAS#: 0093-7519-A0001-P4H


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
LOSSAN South comprehensive strategic assessment to study the integration of passenger rail services final payment.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0548

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0093-7519-A0001-P4H
Budget Justifications

Division:       12        Rail
OrgKey:         0093      CURE Orange Cty-Inland Empire
Object:         7519      Prof Serv-Other Prof Services
Description:              Marketing / Media and OPS Public Outreach (Metrolink)
Quantity/Cost:            1 @ $150,000                                                                                 FY10-0613
Budget Request:        $ 150,000                                                                 IFAS#: 0093-7519-A0001-PQ5


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
A firm is needed to continue the development and implementation of proactive Marketing, Public Information and Outreach
services for Metrolink rail service during the fiscal year 2009/10. Development and implementation of the programs include
marketing and media planning, creative design and layout (online and offline), copywriting, photography, translation, printing
and distribution of program collateral materials, and evaluation of program effectiveness as well as other functions needed to
carry out the requirements of the plan. This is a continuance of a two year contract with one, two-year option term.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
RFP 8-1188

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0093-7519-A0001-PQ5
Budget Justifications

Division:       12        Rail
OrgKey:         0093      CURE Orange Cty-Inland Empire
Object:         7519      Prof Serv-Other Prof Services
Description:              Rail Safety Communications Outreach and Media Relations
Quantity/Cost:            1 @ $40,000                                                                                 FY10-0611
Budget Request:        $ 40,000                                                                 IFAS#: 0093-7519-A0001-GB7


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The goal of the rail safety education program will be to educate and engage the public during the development of Metrolink
service expansion and rail safety. In general, the public outreach program will inform the target audiences of the program's
scope, purpose and Metrolink service expansion program's technical work, and educate the public about rail safety through a
comprehensive outreach program. This contract also will include media relations services to provide for special events, media
outreach, multi media production and other outreach for rail related activities.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-1153

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0093-7519-A0001-GB7
Budget Justifications

Division:      12       Rail
OrgKey:        0093     CURE Orange Cty-Inland Empire
Object:        7629     Other Services
Description:            Metrolink Operations Cost
Quantity/Cost:          1 @ $17,008,000                                                                     FY10-0615
Budget Request:       $ 17,008,000                                                        IFAS#: 0093-7629-A0001-DS2


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Metrolink service in Orange County, Member Agency Subsidy to fund weekend and weekday service on the IEOC, OC and 91
lines.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-0371

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
Multiple
Budget Justifications

Division:      12       Rail
OrgKey:        0093     CURE Orange Cty-Inland Empire
Object:        7629     Other Services
Description:            Metrolink Operations Cost - MSEP Startup
Quantity/Cost:          1 @ $3,544,090                                                                           FY10-0616
Budget Request:       $ 3,544,090                                                         IFAS#: 0093-7629-A0001-QZ9


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Metrolink service in Orange County, Member Agency Subsidy to fund MSEP start up for OC high frequency service.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-0371

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
Multiple
Budget Justifications

Division:       12       Rail
OrgKey:         0095     Urban Rail
Object:         7515     Investment Fee - Port Mgr
Description:             Investment Fees
Quantity/Cost:           1 @ $1,098                                                                        FY10-0634
Budget Request:        $ 1,098                                                             IFAS#: 0095-7515-A0001-F95


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Investment Fees, which are based upon a percentage of cash balances as of 12/31/08.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       12        Rail
OrgKey:         1722      Facilities Engineering
Object:         7514      Prof Serv-Right of Way Service
Description:              On-call Right-of-Way Services
Quantity/Cost:            1 @ $35,000                                                                                 FY10-1604
Budget Request:        $ 35,000                                                                  IFAS#: 1722-7514-D2601-AR7


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Hire various Right-of-Way service firms from existing on-call pool to provide services as needed. Will Include appraisal services
to determine fair market rental value and engineering and survey services to determine OCTA Right-of-Way boundaries for
possible encroachments or uses by either OCTA or another entity.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
Multiple on-call agreements

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Contract Task Order

What is the current 16-digit account string associated with this PO/Contract?
1722-7514-D2601-AR7
Budget Justifications

Division:      12       Rail
OrgKey:        1722     Facilities Engineering
Object:        7517     Rail ROW Maintenance Services
Description:            PE#01 ROW Maintenance
Quantity/Cost:          1 @ $55,000                                                                        FY10-1605
Budget Request:       $ 55,000                                                            IFAS#: 1722-7517-D2601-AR7


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
ROW Maintenance services for OCTA owned PE#01 ROW Parcels.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-3-0912

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1722-7517-D2601-AR7
Budget Justifications

Division:      12        Rail
OrgKey:        1722      Facilities Engineering
Object:        7517      Rail ROW Maintenance Services
Description:             Landscape Maintenance Services for PE01 Landscape Projects
Quantity/Cost:           1 @ $25,000                                                                            FY10-1606
Budget Request:       $ 25,000                                                             IFAS#: 1722-7517-D2601-G1U


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Monthly landscape maintenance services to maintain Landscape Improvement Projects along the abandoned Pacific Electric
Corridor from Newhope Avenue, Garden Grove to Beach Blvd., Stanton.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-0517 (UP Landscape Maintenance, Inc.)

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1722-7517-D2601-G1U
Budget Justifications

Division:        12        Rail
OrgKey:          1722      Facilities Engineering
Object:          7519      Prof Serv-Other Prof Services
Description:               Facilities On-Call Environmental Services                                            Grant Funded:
Quantity/Cost:             1 @ $50,000                                                                                  FY10-1607
Budget Request:         $ 50,000                                                                  IFAS#: 1722-7519-D3105-G1B


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This service will provide environmental consultant services to test for and identify hazardous waste at OCTD's facilities to
properly design and provide safe construction during facility modification projects. A report will be provide of the finding of the
review of the area of construction, which will address what materials are hazardous, and develop specifications for the proper
removal and disposal of any hazardous materials identified.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-5-0510, 5-2441, 5-2442

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
Multiple
Budget Justifications

Division:        12       Rail
OrgKey:          1722     Facilities Engineering
Object:         7519      Prof Serv-Other Prof Services
Description:              Facilities Project Management Services                                               Grant Funded:
Quantity/Cost:            1 @ $325,000                                                                                  FY10-1608
Budget Request:         $ 325,000                                                                 IFAS#: 1722-7519-D3107-7RY


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
A facilities engineer/project manager is needed to continue to oversee the design and construction of bus base facility capital
improvement projects. The individual will continue to interpret and administer design and construction contracts, review
construction estimates, set and monitor project budgets and schedules, and oversee daily construction activities. This budget
request funds MARRS Services contracts.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-0878

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
1722-7519-D3107-7RY
Budget Justifications

Division:        12       Rail
OrgKey:          1722     Facilities Engineering
Object:          7629     Other Services
Description:              Facilities On-Call Architectural/Engineering Services                                 Grant Funded:
Quantity/Cost:            1 @ $1,600,000                                                                                FY10-1609
Budget Request:         $ 1,600,000                                                               IFAS#: 1722-7629-D3107-2BT


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Provide Architectural/Engineering design and construction support services for various Authority projects. On an as-needed
basis, with no guaranteed usage, the vendor will provide architectural, civil, surveying, mechanical, and electrical services on
assigned engineering projects. Projects utilizing this service include seismic retrofit at Garden Grove Annex Building; parking
structure and solar panels at Golden West Transportation Center; solar panels at Fullerton Park-N-Ride, Parking Structure at
Irvine Sand Canyon Base; North Orange County Transit Center/Parking Structure; LNG vent system at Santa Ana Base and
joint sealant replacement at Irvine Sand Canyon Base.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-5-2965, C-6-0085, C-6-0086

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
1722-7629-D3107-2BT
Budget Justifications

Division:       12        Rail
OrgKey:         1722      Facilities Engineering
Object:         7629      Other Services
Description:              Facilities On-Call Testing and Inspection Services                                   Grant Funded:
Quantity/Cost:            1 @ $400,000                                                                                  FY10-1610
Budget Request:        $ 400,000                                                                 IFAS#: 1722-7629-D3107-2BW


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
To provide qualified testing and inspection personnel to assist in the testing and inspection of assigned engineering projects. On
an as-needed basis, with no guaranteed usage, the vendor will supply qualified testing and inspection personnel to assist in the
monitoring and preparation of reports for on-going engineering construction projects. This type of inspection will include, but
not be limited to, concrete, masonry, welding, and roofing inspectors, soil testing technicians and geologists.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-1347

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
1722-7629-D3107-2BW
Budget Justifications

Division:       12        Rail
OrgKey:         1724      Metrolink Expansion
Object:         7519      Prof Serv-Other Prof Services
Description:              Placentia Station Improvement                                                       Grant Funded:
Quantity/Cost:            1 @ $700,000                                                                                   FY10-1634
Budget Request:        $ 700,000                                                                IFAS#: 1724-7519-A4472-HH1


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Design services to provide Metrolink Station and Parking structure for station. Station is needed as part of Metrolink
Expansion.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-1294 Wildan Engineering Corp
(STIP funded, PPNO 9514, Approved 6/07/07)

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
1724-7519-A4472-HH1
Budget Justifications

Division:       01       Executive Office
OrgKey:         0013     Svc Auth For Fwy Emergencies
Object:         7515     Investment Fee - Port Mgr
Description:             Investment Fees
Quantity/Cost:           1 @ $4,678                                                                        FY10-0220
Budget Request:        $ 4,678                                                             IFAS#: 0013-7515-A0001-F13


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Investment Fees, which are based upon a percentage of cash balances as of 12/31/08.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       01        Executive Office
OrgKey:         0013      Svc Auth For Fwy Emergencies
Object:         7519      Prof Serv-Other Prof Services
Description:              511 Project
Quantity/Cost:            1 @ $240,000                                                                                FY10-0221
Budget Request:        $ 240,000                                                                 IFAS#: 0013-7519-S1001-AQF


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This will assist with the development of the 511 system for the county. 511 is a free phone and web service that consolidates
transportation information into a one stop shopping.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JUL 2009
Budget Justifications

Division:       01       Executive Office
OrgKey:         0013     Svc Auth For Fwy Emergencies
Object:         7519     Prof Serv-Other Prof Services
Description:             511 Marketing
Quantity/Cost:           1 @ $100,000                                                                      FY10-0222
Budget Request:        $ 100,000                                                           IFAS#: 0013-7519-S1001-FA3


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
To provide marketing for the new 511 program that is slated to launch in FY10.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JUL 2009
Budget Justifications

Division:      01       Executive Office
OrgKey:        0013     Svc Auth For Fwy Emergencies
Object:        7519     Prof Serv-Other Prof Services
Description:            511 Media Relations
Quantity/Cost:          1 @ $100,000                                                                       FY10-0223
Budget Request:       $ 100,000                                                            IFAS#: 0013-7519-S1001-FA3


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
To provide media support for the newly launched 511 program for Orange County.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JUL 2009
Budget Justifications

Division:       01        Executive Office
OrgKey:         0013      Svc Auth For Fwy Emergencies
Object:         7519      Prof Serv-Other Prof Services
Description:              Motorist Services Baseline Communication
Quantity/Cost:            1 @ $10,000                                                                               FY10-0224
Budget Request:        $ 10,000                                                                 IFAS#: 0013-7519-S1001-FAS


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
To assist with the marketing of the Motorist Services department to include brochures, PSA, websites, mailings to enhance the
knowledge of the public about the services provided.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
SEP 2009
Budget Justifications

Division:        01       Executive Office
OrgKey:          0013     Svc Auth For Fwy Emergencies
Object:          7629      Other Services
Description:               Call Box Dispatching Services
Quantity/Cost:            1 @ $30,000                                                                          FY10-0231
Budget Request:         $ 30,000                                                              IFAS#: 0013-7629-S1001-CGA


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This will cover the cost of the call center who answers all calls from the Call Box System.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-5-0091

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
Same as Above
Budget Justifications

Division:       01        Executive Office
OrgKey:         0013      Svc Auth For Fwy Emergencies
Object:         7629      Other Services
Description:              CHP Call Box Liaison
Quantity/Cost:            1 @ $19,000                                                                                FY10-0232
Budget Request:        $ 19,000                                                                 IFAS#: 0013-7629-S1001-CGL


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This cost is associated with the Call Box program. All SAFE's that have a call box system must pay a proportional cost of the
liaison.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-6-0033

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
New Contract/PO

What is the current 16-digit account string associated with this PO/Contract?
Same as above
Budget Justifications

Division:       01        Executive Office
OrgKey:         0013      Svc Auth For Fwy Emergencies
Object:         7629      Other Services
Description:              FSP/CHP Officer Overtime
Quantity/Cost:            1 @ $40,000                                                                                FY10-0233
Budget Request:        $ 40,000                                                                IFAS#: 0013-7629-S1002-AVW


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
California law requires CHP to perform training and supervision of the FSP program this will cover any additional cost
associated with that requirement.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-6-0690

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
N/A

What is the current 16-digit account string associated with this PO/Contract?
Same as above
Budget Justifications

Division:       01       Executive Office
OrgKey:         0013     Svc Auth For Fwy Emergencies
Object:         7629     Other Services
Description:             FSP Tow Services
Quantity/Cost:           1 @ $5,000,000                                                                           FY10-0234
Budget Request:        $ 5,000,000                                                           IFAS#: 0013-7629-S1002-AVX


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The contractor will provide FSP tow services for the Orange County freeway system. The counties freeways are divided into
beats that are patrolled by 40 tow trucks during peak hours of traffic, midday and weekend service.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-5-0081, C-5-0737, C-7-0898, C-0443

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
New Contract/PO

What is the current 16-digit account string associated with this PO/Contract?
Same as Above
Budget Justifications

Division:       01       Executive Office
OrgKey:         0014     Svc Auth For Abandoned Vehicle
Object:         7515     Investment Fee - Port Mgr
Description:             Investment Fees
Quantity/Cost:           1 @ $2,350                                                                        FY10-0260
Budget Request:        $ 2,350                                                             IFAS#: 0014-7515-A0001-F14


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Investment Fees, which are based upon a percentage of cash balances as of 12/31/08.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:      01       Executive Office
OrgKey:        0014     Svc Auth For Abandoned Vehicle
Object:        7519     Prof Serv-Other Prof Services
Description:            SAAV Management Support
Quantity/Cost:          1 @ $15,000                                                                        FY10-0261
Budget Request:       $ 15,000                                                            IFAS#: 0014-7519-S2001-ACK


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
To provide for the procurement of ongoing technical support to the SAAV program.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
AUG 2009
Budget Justifications

Division:       01       Executive Office
OrgKey:         0034     OCTAP
Object:         7515     Investment Fee - Port Mgr
Description:             Investment Fees
Quantity/Cost:           1 @ $215                                                                          FY10-0463
Budget Request:        $ 215                                                               IFAS#: 0034-7515-A0001-F34


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Investment Fees, which are based upon a percentage of cash balances as of 12/31/08.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:        01       Executive Office
OrgKey:          1100     CEO
Object:          7519     Prof Serv-Other Prof Services
Description:              Records Management Control
Quantity/Cost:            1 @ $100,000                                                                                  FY10-0645
Budget Request:         $ 100,000                                                                 IFAS#: 1100-7519-A0001-RW3


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This will be a multi year effort which will include the following deliverables:
1-Review of the Authority’s current policies, process, and procedures for data classification, records management and retention,
and document control and compare to industry best practices and compliance requirements.
2-Assess the Authority to determine where sensitive information is not properly protected.
3-Develop a consistent process and procedures for categorizing and storing all types of Authority maintained information.
4-Update the existing documented schedules for retaining information.
5-Create a documented list of the types of “Sensitive” and “Confidential” information the Authority maintains.
6-Train individuals that handle “Sensitive” or “Confidential” information on daily basis.

A data classification and records retention project is slated to start this calendar year which will help the Authority create
consistent processes and procedures to properly categorize and store information, ensure proper protection while on our
systems or in physical storage, and to make certain that sensitive information is not accidentally released during a Public Records
Act request. In addition, this project is needed in order to address several audit findings.

This particular project is also required for the Information Systems Department in order to address the privacy requirements
outlined in the Health Insurance Portability and Accountability Act (HIPAA), Payment Card Industry (PCI DSS 1.1), California
Senate Bill 1386 (Breach of Private Data Notification), and California Assembly Bill 1950 (Privacy Bill).
This item has been identified in the Authority’s Prioritized Security Portfolio.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:        01       Executive Office
OrgKey:          1100     CEO
Object:          7519     Prof Serv-Other Prof Services
Description:              Strategic Management Services
Quantity/Cost:            1 @ $140,000                                                                             FY10-0646
Budget Request:         $ 140,000                                                                  IFAS#: 1100-7519-A0001-SSY


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Scope of Services:
Management oversight of the development of M2 environmental programs.
1. Overall strategy and policy development.
2. Oversee relationships with advisory committees.
3. Oversee reporting and accountability management, Board and TOC.
4. Manage relationships with regulatory agencies, interest groups and environmental community.
5. Training and development of staff to assume ongoing management responsibility for environmental programs subsequent to
the point of implementation.

Advisory to Measure M Program Director
1. Assist in transition to executive management team.
2. Assist in development and implementation of work plan for M1 closeout and M2 start up.
3. Assist in ongoing review, refinement and delivery of M2 Early Action Plan.
4. Assist in development external relationships related to Measure M.


Strategic Advisor to CEO
1. Provide strategic advice and counsel at the request of CEO.
2. Participate in internal and external meetings, conference calls and policy discussions at the request of CEO.
3. Assist members of the executive management team or their direct reports at the request of the CEO.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
MAR 2009
Budget Justifications

Division:       01       Executive Office
OrgKey:         1460     Federal Government Relations
Object:         7519     Prof Serv-Other Prof Services
Description:             Legislative Consultant-Scott Baugh and Associates
Quantity/Cost:           1 @ $60,000                                                                              FY10-1352
Budget Request:        $ 60,000                                                               IFAS#: 1460-7519-A3201-RB2


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Advocacy for OCTA annual federal legislative platform, outreach to Orange County Congressional delegation, House and
Senate committee leadership, and federal agencies, including US DOT. Advocacy will also procure annual appropriations for
OCTA Board-adopted annual project list, assistance with managing policies, grant programs, and OCTA interests before federal
agencies.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-3-0986

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1460-7519-A3201-E58
Budget Justifications

Division:      01       Executive Office
OrgKey:        1460     Federal Government Relations
Object:        7519     Prof Serv-Other Prof Services
Description:            FTA Consultant
Quantity/Cost:          1 @ $50,000                                                                           FY10-1353
Budget Request:       $ 50,000                                                            IFAS#: 1460-7519-A3201-RGB


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The primary objective is to provide the Orange County Transportation Authority with legal advice and counsel on federal
regulatory requirements imposed upon grantees such as the OCTA through federal funds administered by the FTA. Consultant
also provides assistance with the development of new start projects in Orange County.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0676

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1460-7519-A3201-E58
Budget Justifications

Division:       01       Executive Office
OrgKey:         1610     Internal Audit
Object:         7512     Prof Serv-Audit
Description:             Transportation Development Act Audits
Quantity/Cost:           1 @ $61,700                                                                              FY10-1534
Budget Request:        $ 61,700                                                               IFAS#: 1610-7512-A0001-D3J


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Pursuant to California Code of Regulations, independent financial audits of Transportation Development Act funds provided to
local cities are conducted each year.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-6-0384

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
1610-7512-A0001-D3J
Budget Justifications

Division:       01        Executive Office
OrgKey:         1610      Internal Audit
Object:         7512      Prof Serv-Audit
Description:              State Triennial Performance Review
Quantity/Cost:            1 @ $175,000                                                                                FY10-1536
Budget Request:        $ 175,000                                                                IFAS#: 1610-7512-A0001-RVR


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The triennial performance audit of the Orange County Transportation Authority and public transit operators within Orange
County are conducted as required by Sections 99246 and 99247 of the Public Utilities Code. The audit will cover fiscal years
ended June 30, 2007, 08, and 09.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JAN 2009
Budget Justifications

Division:       01        Executive Office
OrgKey:         1610      Internal Audit
Object:         7512      Prof Serv-Audit
Description:              General Auditing Srvcs for Price Reviews and Buy America
Quantity/Cost:            1 @ $40,000                                                                                FY10-1537
Budget Request:        $ 40,000                                                                 IFAS#: 1610-7512-A1211-KGK


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
General auditing services are used, on an on-call CTO basis, to provide for price reviews of proposed contract pricing for
Authority contracts and Buy America audits for Federal Transit Administration. Current contracts for these services expire
6/30/09.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0309, C-8-0935, C-8-0936, C-8-0937

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
1610-7512-A1211-KGK, 0010-7512-A1211-KGK
Budget Justifications

Division:        01        Executive Office
OrgKey:          1610      Internal Audit
Object:          7512      Prof Serv-Audit
Description:               General Auditing Services
Quantity/Cost:             1 @ $75,000                                                                                     FY10-1535
Budget Request:         $ 75,000                                                                    IFAS#: 1610-7512-A0001-KHL


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
On-call consultants, qualified to perform financial or other operational audit work, assist the Internal Audit Department in
reviews of vendor cost proposals, audits requiring specialization in specific fields, and other projects. In addition, consultants
will continue to assist the Internal Audit Department in performing any additional audits that may be required as a result of
changes to the Annual Audit Plan. Scope of Work will be developed for services required.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0225, C-8-0917, C-8-0918,C-8- 0919

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1610-7512-A0001-KHL, 0010-7512-M0001-KHL
Budget Justifications

Division:       01       Executive Office
OrgKey:         2116     OCTAP
Object:         7511     Prof Serv-Legal
Description:             Professional Service - Legal
Quantity/Cost:           1 @ $10,000                                                                             FY10-1908
Budget Request:        $ 10,000                                                             IFAS#: 2116-7511-A4407-QZT


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
A. Legal consultation.
B. OCTAP deals with the cities, private taxicab companies, and the Law Enforcement agencies of Orange County in regulating
the taxicab industry, legal advice is necessary for every step taken.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:        01        Executive Office
OrgKey:          2116      OCTAP
Object:          7519      Prof Serv-Other Prof Services
Description:               Computer System Consultant
Quantity/Cost:             1 @ $25,000                                                                                     FY10-1909
Budget Request:         $ 25,000                                                                    IFAS#: 2116-7519-A4407-QZZ


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Part of OCTAP’s automated processes projected for development is the printing of computer generated vehicle inspection
reports; necessitating the need for such equipment as Tablet PC’s or comparable equipment that can be connected to the
existing network, database systems, and printers.

Driver Permit application processes are projected to be automated using Kiosk terminals in the OCTAP lobby. The ultimate
goal is to eliminate manual records in favor of electronic records.

Both systems are complex and need to be developed and implemented by a Computer Specialist/Consultant.
In addition, OCTAP staff needs several automated capabilities, examples include tracking actual permits, fines and other
activities to date during the course of the fiscal year, comparing these to prior years, and future projections; printing taxi permits
immediately upon finishing inspections, and tracking company and driver compliance with various regulations. Consultant
would meet with manager and staff, discuss options, produce within budget requirements tracking definition, and if possible,
implement some actual small systems.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
AUG 2009
Budget Justifications

Division:      01        Executive Office
OrgKey:        2116      OCTAP
Object:        7519      Prof Serv-Other Prof Services
Description:             OCTAP Transit Police Services
Quantity/Cost:           1 @ $26,000                                                                        FY10-1910
Budget Request:       $ 26,000                                                             IFAS#: 2116-7519-A4407-SRJ


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
To support OCTAP with background investigations and other police services.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
N/A

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Contract Task Order

What is the current 16-digit account string associated with this PO/Contract?
2116-7519-A4407-SRJ
Budget Justifications

Division:       09        Clerk of the Board
OrgKey:         1120      Clerk of the Board
Object:         7629      Other Services
Description:              Publication of Official Meeting Notices
Quantity/Cost:            1 @ $4,500                                                                                   FY10-0722
Budget Request:        $ 4,500                                                                   IFAS#: 1120-7629-A0001-QV4


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The final product is a publication of the official meeting notices in the Orange County Register, Excelsior, or newspapers of
general circulation in Orange County. The law mandates publication of public hearings notices by the OCTA.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       09       Clerk of the Board
OrgKey:         1120     Clerk of the Board
Object:         7629     Other Services
Description:             Professional Photographer and Signage Service
Quantity/Cost:           1 @ $1,500                                                                               FY10-0723
Budget Request:        $ 1,500                                                               IFAS#: 1120-7629-A0001-QVD


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Services for a professional photographer for the Board of Directors and signage for the formal Board and Committee meetings.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:        09        Clerk of the Board
OrgKey:          1120      Clerk of the Board
Object:          7629      Other Services
Description:              Court Reporting Services
Quantity/Cost:             1 @ $4,000                                                                                   FY10-0724
Budget Request:         $ 4,000                                                                   IFAS#: 1120-7629-A0001-QW4


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Professional legal documents that are certified by a registered court reporter for public hearings. The court reporter services are
mandated by law for specific public hearings held by OCTA.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       09        Clerk of the Board
OrgKey:         1120      Clerk of the Board
Object:         7629      Other Services
Description:              Translation and Interpreter Services
Quantity/Cost:            1 @ $1,000                                                                                 FY10-0725
Budget Request:        $ 1,000                                                                  IFAS#: 1120-7629-A0001-QW5


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Professional language translation and sign language interpreter as required or requested by the public under the Americans with
Disabilities Act for public meetings.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       02       Finance & Administration
OrgKey:         0001     General Fund
Object:         7515     Investment Fee - Port Mgr
Description:             Investment Fees
Quantity/Cost:           1 @ $14,264                                                                       FY10-0028
Budget Request:        $ 14,264                                                            IFAS#: 0001-7515-A0001-F01


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Investment Fees, which are based upon a percentage of cash balances as of 12/31/08.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       02       Finance & Administration
OrgKey:         0011     Local Transportation Fund
Object:         7515     Investment Fee - Port Mgr
Description:             Investment Fees
Quantity/Cost:           1 @ $12,634                                                                       FY10-0171
Budget Request:        $ 12,634                                                            IFAS#: 0011-7515-A0001-F11


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Investment Fees, which are based upon a percentage of cash balances as of 12/31/08.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         0011      Local Transportation Fund
Object:         7519      Prof Serv-Other Prof Services
Description:              SBOE - Expense
Quantity/Cost:            1 @ $975,334                                                                                FY10-0172
Budget Request:        $ 975,334                                                                 IFAS#: 0011-7519-A0001-SSQ


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
State Board of Equalization fees for administering LTF are funded in this line item. The amount is calculated at 1.1% times the
total sales tax revenues, less the TDA diversion to the County of Orange.

$126,666,723 total revenues less $38,000,004 TDA diversion = $88,666,719 net revenues; $88,666,719 x 1.1% = $975,334.

Is there an existing PO/Contract that will be used for this line item?
Budget Justifications

Division:        02       Finance & Administration
OrgKey:          0036     SR 91 Toll Road
Object:          7511     Prof Serv-Legal
Description:              General Counsel Advice on Toll Road Issues
Quantity/Cost:            1 @ $150,000                                                                                  FY10-0483
Budget Request:         $ 150,000                                                                 IFAS#: 0036-7511-B0001-9UC


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
General counsel fees for 91 Express Lanes' related issues, which include: RCTC extension of the toll road,
violations/judgments, contractual agreement interpretations, violation litigation, and research/clarification on various codes and
statutes.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-94-852: Woodruff, Spradlin and Smart

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0036-7511-B0001-9UC
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         0036      SR 91 Toll Road
Object:         7511      Prof Serv-Legal
Description:              Trademarks Counsel
Quantity/Cost:            1 @ $1,000                                                                                FY10-0484
Budget Request:        $ 1,000                                                                 IFAS#: 0036-7511-B0001-H1Q


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Allows for the filing of trademarks registration relating to the 91 Express Lanes with the US Government Office of Patents and
Trademarks. Trademarks include: "3+ Lanes" and "Smooth Sailing Ahead".

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Payment Request

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         0036      SR 91 Toll Road
Object:         7511      Prof Serv-Legal
Description:              Violations Attorney
Quantity/Cost:            1 @ $15,000                                                                                  FY10-0482
Budget Request:        $ 15,000                                                                   IFAS#: 0036-7511-B0001-7RE


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The violation attorney will provide legal services relating to violation processing, enforcement procedures, and entry of civil
judgments. Various legal issues will arise regarding the violations and enforcement procedures and will need to be addressed.
Legal costs and feeds associated with collections are also accounted for in this line item.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         0036      SR 91 Toll Road
Object:         7511      Prof Serv-Legal
Description:              Bond Counsel
Quantity/Cost:            1 @ $200,000                                                                                FY10-0485
Budget Request:        $ 200,000                                                                 IFAS#: 0036-7511-B0001-PR7


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Bond counsel services is required to assist with the extension of the 91 Express Lanes and debt restructuring requirement of the
$100 million variable rate debt.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-40268

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0036-7511-B0001-PR7
Budget Justifications

Division:       02       Finance & Administration
OrgKey:         0036     SR 91 Toll Road
Object:         7515     Investment Fee - Port Mgr
Description:             Investment Fee
Quantity/Cost:           1 @ $47,066                                                                       FY10-0486
Budget Request:        $ 47,066                                                            IFAS#: 0036-7515-A0001-F36


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Investment fees are based upon a percentage of the cash balance as of 12/31/08.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:      02       Finance & Administration
OrgKey:        0036     SR 91 Toll Road
Object:        7519     Prof Serv-Other Prof Services
Description:            SR-91 Express Lanes PMR Update
Quantity/Cost:          1 @ $150,000                                                                         FY10-0487
Budget Request:       $ 150,000                                                          IFAS#: 0036-7519-B0001-8HK


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Consultation service is needed to provide a Pavement Management Report (PMR) for the 91 Express Lanes. A PMR is needed
each year to evaluate the structural component of the Express Lanes' pavement. After evaluating the pavement, the PMR
provides recommendations for maintenance or repairs.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-3-0525

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
0036-7519-B0001-8HK
Budget Justifications

Division:       02       Finance & Administration
OrgKey:         0036     SR 91 Toll Road
Object:         7519     Prof Serv-Other Prof Services
Description:             SR-91 Express Lanes On-Call Roadway Design Services
Quantity/Cost:           1 @ $50,000                                                                                FY10-0493
Budget Request:        $ 50,000                                                                IFAS#: 0036-7519-B0001-G8P


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
If the Pavement Management Report (PMR) identifies structural deficiencies and makes repair or maintenance
recommendations, architectural and engineering design, along with construction support services may be required. This line
item provides funding for those services if needed

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:        02        Finance & Administration
OrgKey:          0036      SR 91 Toll Road
Object:          7519      Prof Serv-Other Prof Services
Description:               Trustee Services
Quantity/Cost:             1 @ $4,000                                                                                     FY10-0488
Budget Request:         $ 4,000                                                                     IFAS#: 0036-7519-B0001-AGJ


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The final product is ongoing oversight of the 91 Express Lanes tax exempt bonds by the Trustee. The purpose of a Trustee is
to have a financial institution with trust powers to act in a fiduciary capacity for the benefit of the bondholders by enforcing the
terms of the bond contract. Some of the services a Trustee provides include:
*Receive and hold in trust certain funds, including but not limited to certain bond proceeds, and allocate the funds to various
accounts and to various parties, as provided by the bond documents.
*Maintain a system for registration, exchange and transfer of the bonds.
*Invest funds held in designated accounts in qualified investment securities, as defined in the bond documents, in accordance
with directions from the Authority.
*Pay principal and interest components to bondholders from designated accounts.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         0036      SR 91 Toll Road
Object:         7519      Prof Serv-Other Prof Services
Description:              Consultant for Financial Advisory Services
Quantity/Cost:            1 @ $100,000                                                                              FY10-0489
Budget Request:        $ 100,000                                                              IFAS#: 0036-7519-B0001-AHA


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Financial advisory services for monitoring the debt associated with the financing are provided. The financial advisor will
provide ongoing Advisory Committee administration, assist with projects involving the traffic and revenue consultant, swap
valuation, and will assess the impact of RCTC's extension of the 91 Express Lanes into Riverside County.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0883
C-8-1241

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0036-7519-B0001-AHA
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         0036      SR 91 Toll Road
Object:         7519      Prof Serv-Other Prof Services
Description:              Debt Rating Fees
Quantity/Cost:            1 @ $25,000                                                                               FY10-0496
Budget Request:        $ 25,000                                                               IFAS#: 0036-7519-B0050-AGQ


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Annual ratings on the Authority's 91 Express Lanes' debt. The Authority's obligations must be rated by nationally recognized
rating services to be able to trade in the secondary markets. The ratings will allow investors to make a determination on
whether to include the Authority's notes in their portfolios.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Other

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         0036      SR 91 Toll Road
Object:         7519      Prof Serv-Other Prof Services
Description:              Traffic and Revenue Analysis-Direct Connector
Quantity/Cost:            1 @ $300,000                                                                                 FY10-0495
Budget Request:        $ 300,000                                                                  IFAS#: 0036-7519-B0001-S8C


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Consultant services required to perform a detailed (Level 2) traffic and revenue study of a new, direct toll connector between
the 91 Express Lanes and the SR-241.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JUL 2009
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         0036      SR 91 Toll Road
Object:         7519      Prof Serv-Other Prof Services
Description:              Traffic and Revenue Analysis
Quantity/Cost:            1 @ $100,000                                                                                FY10-0491
Budget Request:        $ 100,000                                                               IFAS#: 0036-7519-B0001-DXT


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Consultant assistance is required to conduct traffic and revenue analysis related to capacity improvements on State Route 91 and
assess any revenue impacts to the 91 Express Lanes.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
AUG 2009
Budget Justifications

Division:       02       Finance & Administration
OrgKey:         0036     SR 91 Toll Road
Object:         7519     Prof Serv-Other Prof Services
Description:             SR-91 Implementation Plan
Quantity/Cost:           1 @ $100,000                                                                            FY10-0492
Budget Request:        $ 100,000                                                            IFAS#: 0036-7519-B0001-ETR


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
AB1010 requires OCTA, in consultation with Caltrans and the Riverside County Transportation Commission (RCTC), to
annually issue a plan and a proposed completion schedule for SR-91 improvements from the I-15 to the SR-55. This plan
establishes a program of projects eligible for funding by the use of potential excess toll revenue and other funds.
This line item is to fund the SR-91 Implementation Plan for FY10 and FY11.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
NOV 2009
Budget Justifications

Division:        02        Finance & Administration
OrgKey:          0036      SR 91 Toll Road
Object:          7519      Prof Serv-Other Prof Services
Description:               Consultants for Operational and Technical Services Support
Quantity/Cost:             1 @ $500,000                                                                    FY10-0490
Budget Request:         $ 500,000                                                        IFAS#: 0036-7519-B0001-CH2


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Consultants will provide operation and technical support for the 91 Express Lanes.

Some projects include:
-The technology plan
-Consultant for Advisory Committee issues
-Engineering and technical support
-Project management
-Disaster recovery plans
-Electronic Toll and Traffic Management issues

Consultants will provide strategic, technical and operational assistance for:
-Evaluating roadway and systems enhancements
-Upgrades to infrastructure
-Provides modeling in support of dynamic pricing system (PMAP)
-Study and develop solutions to combat safety concerns such as "lane diving"
-Research the toll industry to identify solutions to minimize toll revenue leakage

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Multiple Procurements

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       02       Finance & Administration
OrgKey:         0036     SR 91 Toll Road
Object:         7519     Prof Serv-Other Prof Services
Description:             Customer Newsletter and Annual Report
Quantity/Cost:           1 @ $100,000                                                                              FY10-0494
Budget Request:        $ 100,000                                                              IFAS#: 0036-7519-B0001-H2F


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Creation, design and print of quarterly customer newsletters. The newsletter provides information on the 91 Express Lanes and
SR-91 improvement projects update, as well as any other new marketing programs and customer service information.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Multiple Procurements

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JUL 2009
Budget Justifications

Division:       02       Finance & Administration
OrgKey:         0036     SR 91 Toll Road
Object:         7629     Other Services
Description:             Payment Card Industry Standards Compliance
Quantity/Cost:           1 @ $150,000                                                                             FY10-0510
Budget Request:        $ 150,000                                                             IFAS#: 0036-7629-B0001-SBK


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
In order to achieve and maintain compliance with the Payment Card Industry Data Security Standards, (PCI DSS), annual
penetration test and network scans must be completed. A PCI security standards compliance analysis will be conducted on
TollPro, the Authority's customer account management software. In addition, the website will be upgraded to improve security
and the assessment of the firewall and router security will need to be completed.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         0036      SR 91 Toll Road
Object:         7629      Other Services
Description:              Disaster Recovery Planning
Quantity/Cost:            1 @ $32,000                                                                                FY10-0511
Budget Request:        $ 32,000                                                                IFAS#: 0036-7629-B0001-SHA


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Develop disaster recovery and business continuity plans for the 91 Express Lanes' operation. The plan will identify areas,
including communication, information retrieval, and loss of revenue critical equipment functionality and what steps should be
taken to minimize the potential loss of revenue should a disaster occur.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       02       Finance & Administration
OrgKey:         0070     Measure M Bond Debt Service
Object:         7515     Investment Fee - Port Mgr
Description:             Investment Fees
Quantity/Cost:           1 @ $145,871                                                                      FY10-0586
Budget Request:        $ 145,871                                                           IFAS#: 0070-7515-A0001-F70


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Investment Fees, which are based upon a percentage of cash balances as of 12/31/08.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       02       Finance & Administration
OrgKey:         0096     Scholarship Fund
Object:         7515     Investment Fee - Port Mgr
Description:             Investment Fees
Quantity/Cost:           1 @ $13                                                                           FY10-0637
Budget Request:        $ 13                                                                IFAS#: 0096-7515-A0001-F96


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Investment Fees, which are based upon a percentage of cash balances as of 12/31/08.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1210      Finance & Administration
Object:         7511      Prof Serv-Legal
Description:              Legal Costs for the Authority
Quantity/Cost:            1 @ $1,000,000                                                                        FY10-0812
Budget Request:        $ 1,000,000                                                             IFAS#: 1210-7511-A5200-DN6


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The Authority does not employ legal staff in house, this line item funds external general counsel for OCTA.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-94-852

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
1210-7511-A5200-DN6
Budget Justifications

Division:       02       Finance & Administration
OrgKey:         1210     Finance & Administration
Object:         7519     Prof Serv-Other Prof Services
Description:             Management Studies Fee
Quantity/Cost:           1 @ $50,000                                                                                FY10-0813
Budget Request:        $ 50,000                                                               IFAS#: 1210-7519-A0001-DN7


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Staff anticipates a need throughout the year for assistance with various management studies. Areas where consultants may be
used include: financial consulting, appraisal services, and technology studies.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
NOV 2009
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1230      Treasury & Public Finance
Object:         7519      Prof Serv-Other Prof Services
Description:              Custodial Services
Quantity/Cost:            1 @ $45,000                                                                               FY10-0857
Budget Request:        $ 45,000                                                                 IFAS#: 1230-7519-A5400-F01


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The final product is the on-going service of holding the Authority's investment securities at a third party institution.
The custodial bank assumes responsibility for the physical holding and safekeeping of the Authority’s securities. They also
execute portfolio transactions, collect interest income and the proceeds of sales, as well as process purchases, maturities and
redemptions. The custodial bank provides monthly reports for the Authority’s investment holdings and transactions.
Investment transactions are also retrieved through the bank's on-line banking system. The custodial bank holds all non-trust
related securities which include investments made by JP Morgan, Western Asset Mgmt, Payden & Rygel, and State Street Global.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-0857

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1230-7519-A5400-F01
Budget Justifications

Division:        02         Finance & Administration
OrgKey:          1230       Treasury & Public Finance
Object:          7519       Prof Serv-Other Prof Services
Description:                Investment Advisory Fees
Quantity/Cost:              1 @ $8,000                                                                                       FY10-0856
Budget Request:         $ 8,000                                                                        IFAS#: 1230-7519-A5400-E4E


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The final product is the ongoing general advice given by the investment advisor on the Authority's investment portfolio and
deferred compensation investments. The investment advisor is responsible for reviewing monthly and quarterly investment
reports and assisting in their production. In addition to this, the advisor is responsible for assisting staff with the review of all
funds included in the deferred compensation program.

The investment advisor shall be available as determined by the Authority to provide analysis, consultation, and support for all
investment related matters affecting the finances of the Authority. The investment advisor may be requested to assist staff in the
following areas:

* Provide creative solutions to investment and cash flow challenges.
* Evaluate investment strategies.
* Assist staff in soliciting proposals for external active investment managers and custodian banks, if necessary.
* Assist in the preparation of investment reports to the Board of Directors and/or sub-committees.
* Provide advice, written analysis, and assistance regarding the annual adoption of the Authority’s investment policy.
* Assist the Authority staff in the review and reporting of all investment portfolio benchmarks for actively managed investments.
* Design custom investment portfolio benchmarks for actively managed investments, if requested.
* Evaluate investment alternatives for bond proceeds, construction funds, and debt service reserve funds.
* Review investment instrument agreements on an as needed basis
* Conduct and/or assist in the competitive bid process for the selection of investment instruments on an as needed basis.
* Assist in the annual review of deferred compensation funds.
* Other matters as needed.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0883

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1230-7519-A5400-E4E
Budget Justifications

Division:       02       Finance & Administration
OrgKey:         1240     Accounting & Financial Rptg
Object:         7519     Prof Serv-Other Prof Services
Description:             BiTech On Call Support
Quantity/Cost:           1 @ $10,000                                                                               FY10-0889
Budget Request:        $ 10,000                                                              IFAS#: 1240-7519-A5020-DDK


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
On-call contract for support of the IFAS application. Some of the support includes the annual tax update and HFS technical
upgrade.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C70073

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1240-7519-A5020-DDK
Budget Justifications

Division:      02       Finance & Administration
OrgKey:        1240     Accounting & Financial Rptg
Object:        7629     Other Services
Description:            Banking Fees - Bank of the West
Quantity/Cost:          1 @ $100,000                                                                       FY10-0892
Budget Request:       $ 100,000                                                          IFAS#: 1240-7629-A0001-9UW


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Commercial banking fees. C60172. 3-year term expires 8/31/09 + 2 option years.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C60172

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
1270-7629-A0001-9UW
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1240      Accounting & Financial Rptg
Object:         7629      Other Services
Description:              Nova Credit Card Fees
Quantity/Cost:            12 @ $4,200                                                                                FY10-0893
Budget Request:        $ 50,400                                                                  IFAS#: 1240-7629-A5110-F01


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Credit card merchant fees are directly deducted from the bank account. Fees are primarily related to pass sales. Fees vary from
month to month but have averaged $4,100 for calendar year 2008. Bus fares increased Jan 1, 2009 which should increase
merchant fees.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1241      Revenue Facility
Object:         7629      Other Services
Description:              Armored Vehicle Service
Quantity/Cost:            1 @ $234,764                                                                                FY10-0939
Budget Request:        $ 234,764                                                                IFAS#: 1241-7629-A5105-DU4


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Transport fare collections and miscellaneous receipts between OCTA facilities, counting facilities and banks. July - Nov at
$18,950/mo; Dec - June at $20,002/mo

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C80921

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1241-7629-A5105-DU4
Budget Justifications

Division:       02       Finance & Administration
OrgKey:         1241     Revenue Facility
Object:         7629     Other Services
Description:             Fare Collection Counting/Processing
Quantity/Cost:           1 @ $343,000                                                                            FY10-0940
Budget Request:        $ 343,000                                                            IFAS#: 1241-7629-A5105-DU4


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Fares increased 20% Jan 1, 2009. Fare collections Dec 2007 -Nov 2008 totaled $34,690,114. Assumed no ridership growth
and 20% fare rate increase. Internal revenue counting function to be discontinued with all counting to be done by Sectran.
Assumes 78% of collections are currency and 22% coin. Counting rate increases on Dec 1, 2009.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C80921

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1241-7629-A5105-DU4
Budget Justifications

Division:        02       Finance & Administration
OrgKey:          1250     Financial Planning & Analysis
Object:          7519     Prof Serv-Other Prof Services
Description:              Budget System Enhancements
Quantity/Cost:            1 @ $30,000                                                                                  FY10-0946
Budget Request:         $ 30,000                                                                 IFAS#: 1250-7519-A5253-C9N


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The Financial Planning & Analysis Department has developed several Microsoft Access financial planning models over the past
few fiscal years. The systems have resulted in a substantial improvement in OCTA's financial plans and a reduction in the time
required to produce the plans. The financial models which have been established are:

1.   Budget Development System
2.   Budget Activity Reporting System
3.   Fleet Management System
4.   Capital Planning System

Due to the complex nature of each of the systems, it is necessary to retain a system development/maintenance consultant on an
on-going basis for system support. In the past few fiscal years, this has proven both essential and successful in ensuring that
the systems remain in service, produce accurate budget information and downtime is minimized. In addition, the consultant has
been available to incorporate minor system enhancements within the limited budget permitted for system maintenance.

The requested budget will permit the system maintenance function to continue. The request will provide approximately 300
hours for system support. The consultant will provide assistance as required at critical system rollover periods and ensure that
the current applications are properly maintained, and continue to incorporate minor system enhancements as requested by
FP&A.

Contract #: A11067

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
A11067

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
New Contract/PO

What is the current 16-digit account string associated with this PO/Contract?
1250-7519-A5253-C9N
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1250      Financial Planning & Analysis
Object:         7519      Prof Serv-Other Prof Services
Description:              Outsourced System Manager/Business Analyst
Quantity/Cost:            1 @ $75,000                                                                                FY10-0947
Budget Request:        $ 75,000                                                                 IFAS#: 1250-7519-A5266-CAV


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Much of the work in FP&A requires expertise in the various applications and models developed by OCTA. FP&A utilizes
home-grown systems for budgeting, budget tracking, grants management and for tracking performance measurements. A
system manager is typically on staff that helps to maintain these systems, queries the systems to produce various reports,
understands the interfaces with other OCTA systems and provides high-level analysis as required.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-1061

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
New Contract/PO

What is the current 16-digit account string associated with this PO/Contract?
1250-7519-A5266-CAV
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1270      Contracts Admin & Mtls Mgmt
Object:         7519      Prof Serv-Other Prof Services
Description:              Customer Service Program
Quantity/Cost:            1 @ $40,000                                                                               FY10-0962
Budget Request:        $ 40,000                                                                IFAS#: 1270-7519-A5020-N3Z


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
CAMM has been working with a consultant to develop a customer service focus within its department and in Fiscal Year 2009
a plan was developed. A procurement will be initiated in FY 09/10 to hire a consultant to provide training and teambuilding as
it relates to implementation of the department's strategic plan.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
SEP 2009
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1270      Contracts Admin & Mtls Mgmt
Object:         7519      Prof Serv-Other Prof Services
Description:              Procurement Resource Support
Quantity/Cost:            1 @ $400,000                                                                                 FY10-0963
Budget Request:        $ 400,000                                                                   IFAS#: 1270-7519-A5150-6J7


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
CAMM requires additional staff and technical expertise to support the Authority in the procurement and contract
administration areas. The expertise needed will be in the areas of contracting public works construction, contracts
administration, and administrative support. These resources are necessary to support OCTA's economic stimulus procurements.
Since these projects will be planned and implemented on a fast track over the next several years, it is difficult to staff for the
anticipated need. Using a procurement staffing service will eliminate the need for hiring permanent employees.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-1286, amended in FY 08/09 to increase Maximum Obligation by $400,000

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1270-7519-A5150-6J7
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1270      Contracts Admin & Mtls Mgmt
Object:         7519      Prof Serv-Other Prof Services
Description:              DBE Consulting Services
Quantity/Cost:            1 @ $100,000                                                                                FY10-0961
Budget Request:        $ 100,000                                                                IFAS#: 1270-7519-A0011-KHT


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The consultant will provide DBE program support including designing a training program to address changes in DBE Federal
regulations, participating in a disparity study as needed, assisting in review of goal setting for FTA and FHWA funded projects,
and assisting in community outreach as needed. New contract term will be from July 1, 2009 through 2011 for a total Maximum
Obligation of $200,000.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0978

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
New Contract/PO

What is the current 16-digit account string associated with this PO/Contract?
1270-7519-A0011-KHT
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1270      Contracts Admin & Mtls Mgmt
Object:         7629      Other Services
Description:              Small Business Outreach
Quantity/Cost:            1 @ $40,000                                                                               FY10-0964
Budget Request:        $ 40,000                                                                  IFAS#: 1270-7629-A5160-1J5


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
OCTA will continue to attend other agency vendor outreach events. This cost includes event set-up charges, as well as printed
and graphic materials, promotional items, and training materials. This line item will also fund sponsorship at the California
Construction Expo and additional expenses incurred for CAMM's monthly Vendor Orientation meetings and vendor outreach
to:
JPL - $150; OC Mixer - $100; LA Vendor Fair - $125; OC Presidents Council Expo - $100; National Association of Women
Business Owners - $75; National Association of Minority Contractors - $175; Hispanic Chamber of Commerce - $150; Black
Chamber of Commerce - $150; American Indian Chamber of Commerce - $500; Asian Business Association - $100; Veterans
Business Expo

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
Various

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
New Contract/PO

What is the current 16-digit account string associated with this PO/Contract?
1270-7629-A5160-1J5
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1270      Contracts Admin & Mtls Mgmt
Object:         7629      Other Services
Description:              On-Line Public Works Bidding Service
Quantity/Cost:            1 @ $3,000                                                                                 FY10-0965
Budget Request:        $ 3,000                                                                  IFAS#: 1270-7629-IX026-CKA


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This line item will fund annual web hosting and reprographic services for the On-Line Public Works Bidding Solution.

This service converts and posts public works project plans and specifications on the PlanWell website to facilitate CAMMNET's
public works solicitation process. Vendors are now required to pay for project plans by ordering online at the PlanWell website.
Previously OCTA paid for and provided the plans at no charge to vendors.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-5-2989

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
1270-7629-IX026-CKA
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1275      Materials Management Admin
Object:         7629      Other Services
Description:              Freight Transportation Services
Quantity/Cost:            1 @ $42,000                                                                                FY10-0988
Budget Request:        $ 42,000                                                                 IFAS#: 1275-7629-A5050-1JM


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Receiving, shipping, and transferring parts at night for emergency bus down situations may be required throughout the fiscal
year. This is intended to cover all transfers between each of the bases. Each base may run out of stock parts at any time.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0869

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
New Contract/PO

What is the current 16-digit account string associated with this PO/Contract?
1275-7629-A5050-1JM
Budget Justifications

Division:        02        Finance & Administration
OrgKey:          1281      IS Administration
Object:          7519      Prof Serv-Other Prof Services
Description:               Ellipse Consulting Support Services
Quantity/Cost:             1 @ $90,000                                                                                   FY10-1007
Budget Request:         $ 90,000                                                                    IFAS#: 1281-7519-IX031-9R7


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The objective of the Ellipse Support Service is to assist OCTA by working directly with staff to address a backlog of system
issues and provide a variety of other consulting type services. The ultimate goal would be to take advantage of all the features
and functions Ellipse has to offer as well as refine procedures and improve efficiencies.

The services provided include, but are not limited to: training for individuals or small groups, research and troubleshoot
problems, updating critical custom reports or interfaces, general consulting advice on configuring or optimizing Ellipse, and
assistance in defining future enhancement requirements.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-1149

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
New Contract/PO

What is the current 16-digit account string associated with this PO/Contract?
12817519IX0319R7
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1281      IS Administration
Object:         7519      Prof Serv-Other Prof Services
Description:              Technology Advisory Services
Quantity/Cost:            1 @ $38,000                                                                                  FY10-1006
Budget Request:        $ 38,000                                                                  IFAS#: 1281-7519-A5020-9HV


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Independent information technology industry advisory services will continue to be used to ensure that the Authority's technical
infrastructure and environment is in step with overall industry direction. The services will be used by IS staff to ensure proper
alignment of business and technology as well as understanding the impact of the industry's best business practices in relationship
to OCTA business.

This request is tied to the IS department's Information Technology Strategic Plan with the department's intent to proactively
provide effective and innovative solutions and encourage its users and customers to keep up with current technology.

The high speed of change in the technology industry makes it difficult to dedicate staff to perform this research. Information
Systems currently uses advice from industry experts who conduct research on a wide range of technical and industry topics.
This information is used to validate technical infrastructure decisions, support purchasing decisions, provide guidelines for
policies and procedures, and plan for industry driven market trends. The Authority currently uses Gartner for these services.
Gartner provides quick and concise analysis and research on technical topics needed by the Authority.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JAN 2010
Budget Justifications

Division:        02       Finance & Administration
OrgKey:          1281     IS Administration
Object:         7519      Prof Serv-Other Prof Services
Description:              Supplemental Security Technical Staffing - Remediation Efforts
Quantity/Cost:            1 @ $63,000                                                                                   FY10-1008
Budget Request:         $ 63,000                                                                    IFAS#: 1281-7519-IX061-S25


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
A. What is the final product?

There are a number of remediation projects that will be managed (designed, planned, and implemented) as part of the
Authority’s Information Security Program. These projects will help address the many state, federal, and industry compliance
laws that govern the Authority, e.g. Health Insurance Portability and Accountability Act (HIPAA), California Senate Bill 1386
(Breach of Private Data Notification), California Assembly Bill 1950 (Privacy Bill), and Payment Card Industry (PCI DSS 1.2).

The following initiatives are expected to be started under these multiple contracts in the 2008/2009 FY: IS Department Disaster
Recovery Implementation, Data Classification & Records Management Program, and IS security remediation efforts. A detail
list of specific projects and remediation efforts that may be undertaken under this budget item is listed in the IS Department
Security Portfolio.

B. What is the purpose and why is it needed?

Over the past few years, the landscape of security has experienced radical changes. The introduction of new legislation, the
abundance of security risk, terrorist activities, and the ever-growing organizational dependency on technology have escalated the
importance of needing to implement sound security controls across the enterprise. Implementation of these controls will not
only help with the Authority’s compliance requirements, but also help safe guard the information and systems that support our
customers, employees, and communities we serve.

The Authority has worked diligently to develop a strong public image over the years. This is critical when considering that a
single security event can create significant damage to the public’s perception of the organization. The Authority recognizes that
the result of such an event could have dramatic negative ramifications, and is another key driver for the organization’s security
program efforts.

Because of the complexities associated with information security, and the desire to create a more proactive security
environment, it will be infeasible to effectively manage the multitude of information security projects that are anticipated,
address compliance & audit findings in a timely manner, and to respond to the unknown security issues without access to a pool
of specialized security resources.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
An existing IS Security Supplemental Staffing CTO exists: C-7-1113 (Master CTO Contract); includes Strativa, Segula (C-7-
1364) and Cibre (C-7-1365). This is a three year contract to expire at the end of 2011/2012 fiscal year.

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Contract Task Order

What is the current 16-digit account string associated with this PO/Contract?
1281-7519-IX061-G8C
Budget Justifications

Division:        02        Finance & Administration
OrgKey:          1281      IS Administration
Object:          7519      Prof Serv-Other Prof Services
Description:               Vulnerability Assessment Tools and Services
Quantity/Cost:             1 @ $50,000                                                                                      FY10-1009
Budget Request:         $ 50,000                                                                       IFAS#: 1281-7519-IX061-S2K


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
A. What is the final product?

As part of the organization’s Security Program and compliance requirements, the Authority will need to hire a 3rd party
information security assessor to conduct annual and quarterly assessments. Results from the assessments will provide the
Authority with reports and tools, not previously had, to better manage the information security risk the organization faces in a
systematic manner. A portfolio of remediation items will also be available for internal and external auditors to show the
Authority’s roadmap for attaining compliance with affected laws (HIPAA, PCI DSS 1.1, SB1386, AB1950, etc.).

The Authority will also have an opportunity to attain an information security, industry wide recognized certification. These
certifications are valuable to an organization as it can help show the community that the Authority has met stringent guidelines
for protecting customer, employee, and tax-payer’s systems and information.

In addition, 3rd party security organizations that conduct these services provide access to valuable industry knowledge and
expertise not typically available in house. Access to these resources will allow the Authority to keep pace with the ever changing
world of technical security threats, issues, and trends.

B. What is the purpose and why is it needed?

Conducting regular security assessments is considered an industry best practice, required by specific laws affecting the
Authority, e.g. Health Insurance Portability and Accountability Act (HIPAA), Payment Card Industry (PCI DSS 1.1), California
Assembly Bill 1950 (Privacy Bill) & California Senate Bill 1386 (Breach of Private Data Notification), and are used to provide
assurance to employees, customers, and the taxpaying community that sensitive information and systems are secured.

Failing to conduct assessment services and remediate issues on a normal basis, may lead to compromise, misuse, or abuse of the
Authority’s systems; disruption of services; loss of company image; fines; and/or legal actions against the Authority itself.

This item has been identified in the Authority’s Prioritized Security Portfolio, and is considered a top initiative listed in the IS
Department Project Portfolio.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Multiple Procurements

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:        02        Finance & Administration
OrgKey:          1281      IS Administration
Object:          7519      Prof Serv-Other Prof Services
Description:               IS Disaster Recovery Services
Quantity/Cost:             1 @ $144,000                                                                                   FY10-1010
Budget Request:         $ 144,000                                                                    IFAS#: 1281-7519-IX061-S2Y


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
In order to properly support the Authority's Technical Disaster Recovery Business requirements, it is necessary to partner with
external third party organizations to provide computing equipment, tools, services, and facilities. Due to the unknown nature of
a disaster that may effect the Authority it is required that computing equipment, tools, services and facilities need to be placed in
distant location that reduce the impact of natural and man-made disasters. Additionally, the Authority requires outside expertise
and facilities not normally maintained internally due to cost.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Cost Plus Fixed Fee

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JUL 2009
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1281      IS Administration
Object:         7519      Prof Serv-Other Prof Services
Description:              Implement the Oniqua Analytics Modules for Maintenance                             Grant Funded:
Quantity/Cost:            1 @ $250,000                                                                                FY10-1011
Budget Request:        $ 250,000                                                                 IFAS#: 1281-7519-IX074-SY3


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This module will interface with Ellipse and will enable equipment visibility, standard job frequency optimization, compliance
monitoring, and aggregate data from multiple sources to obtain a holistic “maintenance” viewpoint. It will help to balance
between the conflicting costs of performing maintenance activities and the safety and cost penalties associated with unexpected
equipment failure. The Inventory Optimizer module will be implemented in FY08/09.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Other

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JUL 2009
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1282      IS Data Management
Object:         7519      Prof Serv-Other Prof Services
Description:              Technical Consulting and Support
Quantity/Cost:            1 @ $30,000                                                                                   FY10-1020
Budget Request:        $ 30,000                                                                    IFAS#: 1282-7519-A5354-9S6


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Specialized technical training and support for various projects along with end user training on the Business Objects, the data
warehouse query tool will be funded by this line item.

IS establishes several contracts with various firms to: assist in gathering technical requirements, develop data requirement
documents, aid in the design of specialized data warehouse projects and provide technical training. As development and
deployment of data marts for the Metrolink and Transit divisions take place, these contracts will provide the necessary support
to ensure their successful completion and subsequent training.

This funding supports all divisions, but primarily: Transit, Development, and Finance, Administration & Human Resources.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
A10595, A10645 and C80220

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
New Contract/PO

What is the current 16-digit account string associated with this PO/Contract?
1282-7519-A5354-9S6
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1282      IS Data Management
Object:         7519      Prof Serv-Other Prof Services
Description:              Outsourced Development Services
Quantity/Cost:            1 @ $311,000                                                                               FY10-1021
Budget Request:        $ 311,000                                                                 IFAS#: 1282-7519-A5354-9S7


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This line item provides for the development, documentation, and database administration support of the Authority’s production
systems. Additional resource support for indirect projects is also provided.

Database Administrator support is used to implement and maintain various applications used at the Authority. This position
provides support for Oracle and SQL based applications including those used by the Accounting Department and Transit
Division.

This line item will also provide documentation support for these applications as well as support to develop policies and
procedures for various projects. In addition to general support, we use contract programming support to supplement in-house
staff or to expedite a project without hiring additional employees. These commitments are for the short term, typically for a
phase of a project or the life of a given project. This support also maintains project schedules while assigned staff attends
training or while they are assigned to a project of higher priority.

This funding supports all divisions, but primarily Transit and Finance, Administration & Human Resources.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C80673

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1282-7519-A5354-9S7
Budget Justifications

Division:        02        Finance & Administration
OrgKey:          1282      IS Data Management
Object:          7519      Prof Serv-Other Prof Services
Description:               Business Intelligence/Specialized Consulting
Quantity/Cost:             1 @ $35,000                                                                                   FY10-1022
Budget Request:         $ 35,000                                                                    IFAS#: 1282-7519-A5354-9S8


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
As part of the IS Strategic Plan, IS plans to continue deployment of Oracle and MS-SQL database engines to support the
Authority's database needs and the on-going business intelligence program. This line item will provide funding for consulting
support as programs are deployed.

Knowledge transfer between in-house staff and consultants during project engagements is essential. Such transfers have proven
to be very successful and have allowed staff to gain expertise quickly without the need for travel.

This item will also provide funding for consulting support with the deployment and development of Authority wide data marts.
The use of data marts is at an all time high due to requests from the Metrolink, Development and External Affairs Divisions.
Enhancements will be necessary to the Ridership, APC and GIS data marts because of a desire to report "On time
Performance" more accurately. Bus Maintenance has also requested that data from applications be merged with data mart data.
Customer Relations has asked that a Call Center Data Store be developed to allow them to perform analysis on CIC
performance.

Specialized consulting and task support for various software products and projects will also be provided. Data warehouse, data
mining, Oracle database administration and Intra/Internet deployment and security implementations.

This line item is also used to supplement in-house expertise for a given project and to assist in determining possible solutions
for a project. As the Authority continues to move towards purchased software solutions, these contracts will become more
important. The services provided by these contracts help resolve data and system integration issues and help to develop in-
house expertise for purchased software.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JUL 2009
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1282      IS Data Management
Object:         7519      Prof Serv-Other Prof Services
Description:              Migration to Business Objects
Quantity/Cost:            1 @ $30,000                                                                                 FY10-1023
Budget Request:        $ 30,000                                                                  IFAS#: 1282-7519-A5354-FJE


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
These funds will provide for the continual migration and implementation of the Business Objects query tool (BOXi). It will
also assist in the migration of the multiple copies of the Crystal Report Writing Software to the BOXi environment. This effort
will consolidate the tools deployed and make it easier to manage the desktop and computing infrastructure.

The Authority has over seven versions of Crystal Report Writer in use, this project will migrate these reports to Business
Objects. This project will also implement BOXi Live-Office and Xcelsius further enhancing business analytics at the Authority.
The funding will also provide consulting support to assist in the creation of the universes, and augment the number of staff
required to complete the various efforts.

This funding will support all divisions, but primarily: Transit, Development, GIS and Finance Administration, and Human
Resources.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C80220 and C80343

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
New Contract/PO

What is the current 16-digit account string associated with this PO/Contract?
2125-7519-D0001-DH2
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1283      IS Planning & Project Mgmt
Object:         7519      Prof Serv-Other Prof Services
Description:              Computer Replacement and Operations Services
Quantity/Cost:            1 @ $171,000                                                                                  FY10-1031
Budget Request:        $ 171,000                                                                 IFAS#: 1283-7519-A5352-9TU


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
48.07 (current rate) * 2080 = 99,986
33.95 (current rate) *2080 = 70,616
Total combined without OT is 170,602.

This line item will have the capacity to fund two (2) full-time desktop support technicians with no overtime and no merit raise in
FY09/10.

These technicians will supplement the current three (3) staff supporting desktop computer operations. Desktop staff is
responsible for supporting 1,000 desktop computer systems, including hardware break-fix, software installation and updates,
security patches, and general "How to?" questions for the entire Authority. In addition, Desktop is responsible for supporting
the AV equipment in the Boardroom and all of the conference room, printers, and copiers that are used throughout the
Authority.

As the newer HP computer systems start falling out of their 3 year warranty period, we would expect a higher rate of hard drive
failures resulting in rebuilding workstations from scratch with new hardware.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
8-0673

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1285-7519-A5353-9TU
Budget Justifications

Division:        02         Finance & Administration
OrgKey:          1284       IS Technical Services
Object:          7519      Prof Serv-Other Prof Services
Description:               Offsite Data Storage
Quantity/Cost:             1 @ $36,000                                                                                       FY10-1045
Budget Request:         $ 36,000                                                                        IFAS#: 1284-7519-A5352-418


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Funding is requested for offsite storage of all the Authority’s data backup tapes along with the necessary manuals,
documentation, special toner and signature cartridges that may be needed as part of the Business Resumption Plan.

As part of the Authority's Business Resumption and Disaster Recovery Planning, all critical business applications and computer
databases are backed up daily on magnetic media. The backup tapes are then transferred to an offsite vault storage center for
safekeeping. This enables OCTA to continue conducting business should a disaster happen or a system completely fail. Using
this type of offsite center has proven successful, the direct retrieval of lost data when minor hardware and/or software failures
occurred have proven the offsite data center's effectiveness. If a system failure or natural/man-made disaster affects the data
center facility, the Authority will be able to retrieve the offsite backup tapes and restore all business applications to a pre-disaster
condition.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C80952.

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
New Contract/PO

What is the current 16-digit account string associated with this PO/Contract?
12847519A5352418
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1284      IS Technical Services
Object:         7519      Prof Serv-Other Prof Services
Description:              Outsourced Computer Operator/System Software Analyst
Quantity/Cost:            1 @ $300,000                                                                                  FY10-1046
Budget Request:        $ 300,000                                                                   IFAS#: 1284-7519-A5352-41A


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Contracted Computer Operator and a Senior System Software Analyst will support the Authority's centralized data center and
Windows server platform.

In order to extend the coverage of our existing full time staff, outsourced contracts have been put into place to keep up with the
workload of our department.

Significant changes were made in the scope of our use of contract positions within the Technical Services section in January of
2009 and are planned to continue in that manner for FY10. Our section went from having two outsourced Computer Operators
and one outsourced System Software Analyst to now having only one outsourced Computer Operator and one outsourced
Senior System Software Analyst.

The Senior System Software Analyst position will be involved more at the strategic/architect level especially as we move
forward with the Microsoft Windows Server 2008 migration project. By having this skill set on board, we will be able to reduce
the amount of outside consulting services that we have had in the past on similar projects.

The Senior System Software Analyst will also be involved with our departments security initiatives, assisting our in-house
administrators in applying all the recommended patches and fixes from the various vulnerability assessments.

The outsourced Senior System Software Analyst is also responsible for the support of our complex Microsoft Windows
platform. The Senior System Software Analyst supports the HP Proliant server hardware along with other technologies such as
Citrix and VMware.

In order to cover the computer operations duties with one less position, our in-house Associate Network Analyst will be
required to spend a portion of his time taking on those roles. This will reduce the level of responsiveness we have in both our
computer operations area along with our network support.

The contracted computer operator is needed to support all of the daily functions within the centralized data center. Duties
include checking the health of all equipment, processing production runs, and making sure that all the daily backups are
attended to.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C80673.

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
12847519A535241A
Budget Justifications

Division:       02       Finance & Administration
OrgKey:         1284     IS Technical Services
Object:         7519     Prof Serv-Other Prof Services
Description:             Radio Systems Support Specialist
Quantity/Cost:           1 @ $145,600                                                                              FY10-1047
Budget Request:        $ 145,600                                                              IFAS#: 1284-7519-A5359-PA3


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This line item funds a contract position which serves on the team that supports the Transit Communication Infrastructure,
primarily the ITCS and CTS radio systems. This position is needed so the Authority has two resources in a primary and backup
capacity to support these mission critical communication systems. The term of the existing agreement for these services is 5
years, budgeted annually. This item is to fund the second year of the agreement.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0801

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Amendment

What is the current 16-digit account string associated with this PO/Contract?
2185-7519-D1111-PA3
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1285      IS Business Support Services
Object:         7519      Prof Serv-Other Prof Services
Description:              Supplemental Technical Staffing for Projects
Quantity/Cost:            1 @ $10,000                                                                                 FY10-1073
Budget Request:        $ 10,000                                                                   IFAS#: 1285-7519-A5352-1L2


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Skilled Information Technology professionals are retained for specific, short term needs to fulfill resource demands that cannot
be met internally for technology projects.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
CTO agreements C-7-1112, C-7-1289, C-7-1290, C-7-1291,and C-7-1293

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Contract Task Order

What is the current 16-digit account string associated with this PO/Contract?
1285-7519-A5352-1L2
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1285      IS Business Support Services
Object:         7519      Prof Serv-Other Prof Services
Description:              Scheduling Systems Application Support and Administration
Quantity/Cost:            1 @ $145,600                                                                           FY10-1074
Budget Request:        $ 145,600                                                               IFAS#: 1285-7519-A5359-JWH


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This line item provides for technical and end-user support and administration services for the Hastus and Trapeze software
scheduling systems used by Fixed Route Operations and Community Transportation Services respectively. The scope includes
the HASTUS and HASTINFO products from GIRO, and the TrapezePASS, IVR (Interactive Voice Response), and MDT
(Mobile Data Terminal) products from Trapeze Software.

These services are needed to effectively operate and maintain the Authority's two scheduling systems.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-6-0870

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
1285-7519-A5359-JWH
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1285      IS Business Support Services
Object:         7519      Prof Serv-Other Prof Services
Description:              Business Objects Services for ITCS Report Conversion                               Grant Funded:
Quantity/Cost:            1 @ $45,000                                                                                FY10-1075
Budget Request:        $ 45,000                                                                  IFAS#: 1285-7519-A5359-S11


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This line item will fund the services of a Business Objects professional who will create a BO Universe for the ITCS fixed route
radio system database and who will port the useful inventory of existing BRIO reports into BO reports. The BRIO platform in
ITCS solution is extremely old and unsupported. The Authority was going to have this platform upgraded as part of the current
project to upgrade the computing infrastructure of the ITCS system. However, Business Objects is the Authority's new
standard platform for business intelligence and reporting. This conversion is consistent with this standardization strategy.
Between descoping the current project to upgrade the BRIO platform and with the addition of this line item, the Authority will
see a net savings of $30,000.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
AUG 2009
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1290     General Services
Object:         7629     Other Services
Description:             Office Equipment and Relocation Services
Quantity/Cost:           1 @ $7,000                                                                                 FY10-1095
Budget Request:        $ 7,000                                                                  IFAS#: 1290-7629-A5302-1P3


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This funding covers moves for all employees relocating from one location to another. Movement of all surplus items to storage
areas and then to a central location for sale are also included.

This service is needed because OCTA does not have the capability to perform this task.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
Alex Moving and Storage C-6-0739

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1290-7629-A5302-1P3
Budget Justifications

Division:        02        Finance & Administration
OrgKey:          1313      Internal Communication
Object:          7519      Prof Serv-Other Prof Services
Description:               Between the Lines Newsletter
Quantity/Cost:             1 @ $45,000                                                                                    FY10-1161
Budget Request:         $ 45,000                                                                    IFAS#: 1313-7519-A2218-CL8


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This publication is being revised and will now be a tabloid size piece, it will be designed by an outside consultant but printed in
house. It will no longer be mailed to employees homes but distributed internally.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Other

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
SEP 2009
Budget Justifications

Division:        02        Finance & Administration
OrgKey:          1313      Internal Communication
Object:          7519      Prof Serv-Other Prof Services
Description:               Photography Services
Quantity/Cost:             1 @ $10,000                                                                               FY10-1163
Budget Request:         $ 10,000                                                                IFAS#: 1313-7519-A2218-JAP


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
There is a need for professional photography services and prints, ranging from digital, 5X7, 8X10 and other formats for a
variety of events and activities at the Authority. Often these are last minute requests made by other departments to document
events and activities. There is also a need for profile photos of Board of Directors or OCTA employees.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
Claire Curran Photography C-8-1143
Photos by Tony Kawashimi C-8-1176

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
It varies for every department, this is an Authority wide blanket.
Budget Justifications

Division:       02        Finance & Administration
OrgKey:         1313      Internal Communication
Object:         7519      Prof Serv-Other Prof Services
Description:              E-Forms Program
Quantity/Cost:            1 @ $50,000                                                                                FY10-1162
Budget Request:        $ 50,000                                                                 IFAS#: 1313-7519-A2218-CV2


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Modifications and enhancements to the e-Forms will be requested along with consultant services to assist with this endeavor.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
SEP 2009
Budget Justifications

Division:       02       Finance & Administration
OrgKey:         1313     Internal Communication
Object:         7519     Prof Serv-Other Prof Services
Description:             Intranet
Quantity/Cost:           1 @ $25,000                                                                               FY10-1164
Budget Request:        $ 25,000                                                               IFAS#: 1313-7519-A2218-R3G


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Consultant services will be required to assist with enhancements and upgrades to the newly implemented Intranet. The Intranet
is an effective tool for communication with all OCTA employees.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
AUG 2009
Budget Justifications

Division:        04        Human Resources & Org Devlop.
OrgKey:          0040      Internal Service Fund - PL&PD
Object:          7511      Prof Serv-Legal
Description:               Legal Fees for Liability Lawsuits
Quantity/Cost:             1 @ $500,000                                                                                 FY10-0554
Budget Request:         $ 500,000                                                                  IFAS#: 0040-7511-A5200-E48


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Legal fees and associated costs of defending liability lawsuits and pursuing subrogation claims against other parties responsible
for damage or injuries to Authority property and personnel.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-9-4852

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0040-7511-A5200-E48
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         0040      Internal Service Fund - PL&PD
Object:         7511      Prof Serv-Legal
Description:              Legal Costs for Liability Lawsuits
Quantity/Cost:            1 @ $250,000                                                                                 FY10-0553
Budget Request:        $ 250,000                                                                  IFAS#: 0040-7511-A5200-E47


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Legal costs of defending liability lawsuits and pursuing subrogation claims against other parties responsible for damage or
injuries to Authority property and personnel.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-9-4852

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0040-7511-A5200-E47
Budget Justifications

Division:       04       Human Resources & Org Devlop.
OrgKey:         0040     Internal Service Fund - PL&PD
Object:         7515     Investment Fee - Port Mgr
Description:             Investment Fees
Quantity/Cost:           1 @ $30,714                                                                       FY10-0555
Budget Request:        $ 30,714                                                            IFAS#: 0040-7515-A0001-F40


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Investment Fees, which are based upon a percentage of cash balances as of 12/31/08.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         0040      Internal Service Fund - PL&PD
Object:         7629      Other Services
Description:              ISO Index System
Quantity/Cost:            1 @ $3,000                                                                                  FY10-0563
Budget Request:        $ 3,000                                                                   IFAS#: 0040-7629-A0001-P4G


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
ISO Index Services is an industry-wide insurance claims database that provides essential information to assist our in-house
adjusters to determine the validity of liability claims made against OCTA.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         0040      Internal Service Fund - PL&PD
Object:         7629      Other Services
Description:              Actuarial Study Services
Quantity/Cost:            1 @ $7,000                                                                                 FY10-0566
Budget Request:        $ 7,000                                                                 IFAS#: 0040-7629-A0017-DX9


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Actuarial Study Services provides independent analysis of the workers' compensation and liability claims expenses and reserves
to determine if OCTA's self-insured program is properly funded. The final product is an annual actuarial report which is
required by FTA/DOT.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-1010

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0040-7629-A0017-DX9
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         0040      Internal Service Fund - PL&PD
Object:         7629      Other Services
Description:              Insurance Broker Services
Quantity/Cost:            1 @ $115,000                                                                               FY10-0564
Budget Request:        $ 115,000                                                               IFAS#: 0040-7629-A0017-DTV


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Insurance Broker Services are utilized to market the insurance industry for the purpose of procuring appropriate types and
levels of insurance coverage at competitive rates. This service requires a licensed insurance broker.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-0632

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0040-7629-A0017-DTV
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         0040      Internal Service Fund - PL&PD
Object:         7629      Other Services
Description:              Other Claims Related Services
Quantity/Cost:            1 @ $20,000                                                                                 FY10-0565
Budget Request:        $ 20,000                                                                IFAS#: 0040-7629-A0017-DTW


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Other Claims Related Services include appraisals of property damage, accident reconstruction experts, medical experts,
investigation services, and fees and costs that will be expended on an as needed basis to resolve non-litigated PL/PD and
subrogation claims.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-8-0930; C-8-0931; C-7-1452; C-7-1453

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
0040-7629-A0017-P7B; 0040-7629-A0017-DTW
Budget Justifications

Division:       04       Human Resources & Org Devlop.
OrgKey:         0041     Int Ser Fund - Workers Comp
Object:         7515     Investment Fee - Port Mgr
Description:             Investment Fees
Quantity/Cost:           1 @ $28,881                                                                       FY10-0571
Budget Request:        $ 28,881                                                            IFAS#: 0041-7515-A0001-F41


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Investment Fees, which are based upon a percentage of cash balances as of 12/31/08.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
No Procurement Required

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         0041      Int Ser Fund - Workers Comp
Object:         7519      Prof Serv-Other Prof Services
Description:              WC TPA Services
Quantity/Cost:            1 @ $419,509                                                                              FY10-0572
Budget Request:        $ 419,509                                                               IFAS#: 0041-7519-A2311-9M4


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
A Third Party Administrator will process Workers' Compensation claims for OCTA. Staff is not available nor is it currently
cost effective to do this work internally.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-5-2590

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
0041-7519-A2311-9M4
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         1141      Safety
Object:         7519      Prof Serv-Other Prof Services
Description:              OSHA Compliance Training & Industrial Hygiene Services
Quantity/Cost:            1 @ $27,000                                                                                FY10-0759
Budget Request:        $ 27,000                                                                 IFAS#: 1141-7519-A2334-9HA


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The final product will be services and training to assure the Authority is in compliance with Cal/OSHA standards, codes and
regulations. The services or training will include:

-Authority-wide compliance activities
-Authority-wide administrative investigations
-Authority-wide consultative services
-Authority wide first responder activities

All Authority activities and operations are covered under the current laws and industry standards. These standards involve
occupational health, occupational safety, environmental health and regulatory compliance activities.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
MAY 2009
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         1141      Safety
Object:         7519      Prof Serv-Other Prof Services
Description:              Quarterly Cholesterol Screening
Quantity/Cost:            1 @ $20,583                                                                                  FY10-0762
Budget Request:        $ 20,583                                                                  IFAS#: 1141-7519-A2342-9HC


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The final product for the project is 350 employee non-fasting cholesterol screenings on a quarterly basis, approximately 1400
screenings per year.

This is a proactive program which encourages employee participation in Cholesterol Screening and informs employees about
health and wellness issues both on and off of the job. The program provides a method to raise awareness for the employee to
modify behavior to attain a health oriented goal of a healthy cholesterol level with the ultimate goal of a healthier employee.
Results of the screenings are helping to track and document change in healthy behaviors of the employees.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
P8-1134

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1141-7519-A2342-9HC
Budget Justifications

Division:       04       Human Resources & Org Devlop.
OrgKey:         1141     Safety
Object:         7519     Prof Serv-Other Prof Services
Description:             First Aid CPR
Quantity/Cost:           1 @ $3,000                                                                            FY10-0761
Budget Request:        $ 3,000                                                            IFAS#: 1141-7519-A2339-9HB


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The final product will be First Aid/CPR trained attendants for Confined Space Entry.

This project provides the maintenance employees covered under the Confined Space Entry Cal/OSHA Standard the
opportunity to complete First Aid/CPR training.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C8-1220

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1141-7519-A2339-9HB
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         1141      Safety
Object:         7519      Prof Serv-Other Prof Services
Description:              Workplace Violence
Quantity/Cost:            1 @ $20,000                                                                                   FY10-0760
Budget Request:        $ 20,000                                                                 IFAS#: 1141-7519-A2334-GJE


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The final product will be training of the employees regarding workplace violence and corresponding topics to identify
workplace violence scenarios to prevent escalation into potential violence in the workplace.

The Authority's Injury and Illness Prevention Program (IIPP) states that when workplace hazards are identified preventative
measures will be implemented to reduce and /or eliminate the hazard. One such hazard that has been identified is an increase
in the incidence of potential workplace violence scenarios. It is the responsibility of the Authority to provide training to
employees on this topic which includes defining workplace violence, identifying security measures and recognizing warning signs.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
MAY 2009
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         1141      Safety
Object:         7519      Prof Serv-Other Prof Services
Description:              Health Awareness
Quantity/Cost:            1 @ $2,000                                                                                  FY10-0758
Budget Request:        $ 2,000                                                                    IFAS#: 1141-7519-A2327-SC2


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The purpose of the program provides methods to modify behavior to attain health oriented goals with the ultimate goal of a
healthier employee. The means for attaining this goal is the education of employees on personal health issues, thus allowing the
employee to make informed decisions regarding their health. The health and wellness activities are designed to be an effective
health benefit aimed at health care cost containment. The variability of services necessitates consultants with various health
expertise will be utilized.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Payment Request

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         1142      OCTD Safety
Object:         7519      Prof Serv-Other Prof Services
Description:              Vehicle Accident Analysis Services
Quantity/Cost:            1 @ $25,000                                                                                 FY10-0801
Budget Request:        $ 25,000                                                                 IFAS#: 1142-7519-A2229-DMK


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The final product will be a report from investigative services for any major vehicle incident and will include recommendations,
if applicable, on how to prevent future incidents.

The purpose of the project is to determine and document the cause of any major vehicle incident. The services will provide post
event investigation, which includes photographs, destructive testing, interviews and/or scientific evaluation. Benefits may
include monetary subrogation, legal defense, vehicle design and engineering safety improvements and possible mitigation of
future events. This project is life-safety critical.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C8-0633

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
New Contract/PO

What is the current 16-digit account string associated with this PO/Contract?
1142-7519-A2229-DMK
Budget Justifications

Division:       04       Human Resources & Org Devlop.
OrgKey:         1142     OCTD Safety
Object:         7519     Prof Serv-Other Prof Services
Description:             Audio Metric Testing
Quantity/Cost:           1 @ $7,000                                                                                 FY10-0803
Budget Request:        $ 7,000                                                                IFAS#: 1142-7519-A2339-9HD


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The final product will be audiometric test conducted on approximately 110 maintenance employees and respirator fit test
conducted on 10 maintenance employees.

As a California employer, we are required by Cal/OSHA Title 8, Section 5097 to provide a hearing conservation program. This
program will greatly assist the Authority in meeting the requirements of its regulatory mandate. As part of the program, we
conduct annual audiometric test on the maintenance and service workers at each base. In addition to the audiometric testing,
the Authority provides quantitative respirator fit test and pulmonary function testing for affected maintenance employees.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
AUG 2009
Budget Justifications

Division:        04         Human Resources & Org Devlop.
OrgKey:          1142       OCTD Safety
Object:          7519       Prof Serv-Other Prof Services
Description:                Fitness Center Staffing
Quantity/Cost:              1 @ $81,000                                                                                 FY10-0805
Budget Request:         $ 81,000                                                                       IFAS#: 1142-7519-A2352-3WV


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The final product is qualified fitness personnel for part-time staffing of the three fitness facilities.

This service provides staffing support for the fitness centers located at base locations. The staff helps to supervise usage of
fitness center exercise equipment. The staff evaluates employees prior to initiating an exercise program within the facility and
assists employees with exercise programs to help control and/or prevent muscle injuries arising from maintenance and
operation activities. Additionally the program encourages employees to participate and practice in healthier lifestyle behaviors
with a goal to reduce healthcare cost. The staff conducts periodic blood pressure and body composition screening campaigns to
help employees track their blood pressure and weight to track employee success in initiating and/or maintaining healthier
lifestyle behaviors. The staff serves as a keeper of health and fitness information for the members and potential members of the
programs. The staff is seen as a trusted source to deliver the importance of physical activity and healthy lifestyles as a way for
employees to help themselves deal, accept and/or treat diabetes, hypertension, and stress.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C8-1280

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
New Contract/PO

What is the current 16-digit account string associated with this PO/Contract?
1142-7519-A2352-3WV
Budget Justifications

Division:        04        Human Resources & Org Devlop.
OrgKey:          1142      OCTD Safety
Object:          7519      Prof Serv-Other Prof Services
Description:               Fitness Center Equipment Maintenance
Quantity/Cost:             1 @ $6,000                                                                                    FY10-0806
Budget Request:         $ 6,000                                                                    IFAS#: 1142-7519-A2352-3WV


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This service will provide quarterly inspection and preventative maintenance of the equipment in the fitness centers at the bases.

This service is to assure the equipment utilized by those employees participating in the Fit for Life program is in safe operating
condition.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C8-0014

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1142-7519-A23523WV
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         1142      OCTD Safety
Object:         7519      Prof Serv-Other Prof Services
Description:              Operations Specific Compliance
Quantity/Cost:            1 @ $13,000                                                                               FY10-0804
Budget Request:        $ 13,000                                                                IFAS#: 1142-7519-A2339-PQ9


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The final product is services and training that help to ensure compliance with Cal/OSHA standards, laws, and regulations.

All Authority activities and operations are covered under the current California Code of Regulations, laws and industry
standards. These standards involve occupational health, occupational safety, environmental health and regulatory compliance
activities. These services include:

-Consultation Services
-First Responder Activities

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
MAY 2009
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         1142      OCTD Safety
Object:         7519      Prof Serv-Other Prof Services
Description:              Operations Specific Training
Quantity/Cost:            1 @ $31,000                                                                                 FY10-0802
Budget Request:        $ 31,000                                                                  IFAS#: 1142-7519-A2334-9HE


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The final product will be training for the maintenance employees in the following areas:

-Fall Protection
-Welding Safety Training
-Safety Captain Training
-Safety Compliance Training
-Electrical Safety Training
-Bloodborne Pathogens Training
-Lockout/Tagout Training
-Fire Extinguisher Training
-Confined Space Training
-Fork-lift Training
-Emergency Response and Evacuation Training

The training is necessary for operational regulatory compliance. The scope will be associated with activities for maintenance
employees with the expected result of fewer occupational injuries and a decrease in worker's compensation costs.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
MAY 2009
Budget Justifications

Division:       04       Human Resources & Org Devlop.
OrgKey:         1321     T & D - Administration
Object:         7519     Prof Serv-Other Prof Services
Description:             Vital Smarts
Quantity/Cost:           1 @ $10,000                                                                               FY10-1180
Budget Request:        $ 10,000                                                               IFAS#: 1321-7519-A2006-P8W


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Materials and delivery for in house workshops on Crucial Conversations and Crucial Confrontations copyrighted by Vital Smarts.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JUL 2009
Budget Justifications

Division:        04        Human Resources & Org Devlop.
OrgKey:          1321      T & D - Administration
Object:          7519      Prof Serv-Other Prof Services
Description:               Franklin Covey
Quantity/Cost:             1 @ $12,000                                                                                      FY10-1181
Budget Request:         $ 12,000                                                                    IFAS#: 1321-7519-A2006-P8Y


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Materials and delivery for a variety of classes, including time management, leadership skills, goal setting, and personal
development.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
SEP 2009
Budget Justifications

Division:        04       Human Resources & Org Devlop.
OrgKey:         1321      T & D - Administration
Object:         7519      Prof Serv-Other Prof Services
Description:              IS Training
Quantity/Cost:            1 @ $5,000                                                                         FY10-1182
Budget Request:        $ 5,000                                                              IFAS#: 1321-7519-A2006-P90


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Expenses to send staff off site for computer training that can not be delivered in house.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Payment Request

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         1321      T & D - Administration
Object:         7519      Prof Serv-Other Prof Services
Description:              General Training Services
Quantity/Cost:            1 @ $28,000                                                                                 FY10-1183
Budget Request:        $ 28,000                                                                  IFAS#: 1321-7519-A2006-P95


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Assistance with General Training Services including design, branding, and customization of internal materials. May also include
train-the-trainer training for internal design of coursework.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Firm Fixed Price

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
JUL 2009
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         1321      T & D - Administration
Object:         7519      Prof Serv-Other Prof Services
Description:              General Training Delivery
Quantity/Cost:            1 @ $20,000                                                                                 FY10-1184
Budget Request:        $ 20,000                                                                  IFAS#: 1321-7519-A2006-P96


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Assistance with training delivery for off-the-shelf training programs such as Vital Smarts, Franklin Covey, ISI, Zenger/Folkman,
etc. that cannot be taught by in house staff due to a lack of resources or certifications.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Time and Material

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
AUG 2009
Budget Justifications

Division:       04       Human Resources & Org Devlop.
OrgKey:         1321     T & D - Administration
Object:         7519     Prof Serv-Other Prof Services
Description:             Maintenance of LMS
Quantity/Cost:           1 @ $7,500                                                                           FY10-1185
Budget Request:        $ 7,500                                                               IFAS#: 1321-7519-A2105-ETH


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Maintenance of existing LMS system that cannot be managed in house due to a lack of staff resources.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-7-1289

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Contract Task Order

What is the current 16-digit account string associated with this PO/Contract?
1321-7519-A2103-ETH
Budget Justifications

Division:       04       Human Resources & Org Devlop.
OrgKey:         1330     Compensation & Benefits
Object:         7519     Prof Serv-Other Prof Services
Description:             DMV Recertifications and OCTA Policy Alcohol & Drug Testing
Quantity/Cost:           1 @ $73,000                                                                                FY10-1215
Budget Request:        $ 73,000                                                                IFAS#: 1330-7519-A2312-EP6


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
A. Physical Examinations and Alcohol and Drug Testing.
B. DMV requires that employees pass physical examinations as part of the Commercial Driver's License recertification.
Recertification is required every two years to keep license is current. During the recertification exam, OCTA Alcohol and Drug
Policy require employees to take an alcohol and drug test.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-6-0339

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
New Contract/PO

What is the current 16-digit account string associated with this PO/Contract?
1330-7519-A2307-EP6
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         1330      Compensation & Benefits
Object:         7519      Prof Serv-Other Prof Services
Description:              Admin Fee For Vision Service Plan
Quantity/Cost:            1 @ $10,000                                                                      FY10-1211
Budget Request:        $ 10,000                                                           IFAS#: 1330-7519-A2307-DT4


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Service to handle the processing of administrative employees self-funded vision claims.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-6-0657

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1330-7519-A2307-DT
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         1330      Compensation & Benefits
Object:         7519      Prof Serv-Other Prof Services
Description:              Health Care brokerage Services
Quantity/Cost:            1 @ $80,000                                                                                  FY10-1212
Budget Request:        $ 80,000                                                                  IFAS#: 1330-7519-A2307-FBE


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
A. The broker of record places coverage, resolves carrier problems, monitors and analyzes plan, informs staff of new legislation,
performs research, develops benefit communication material, assists with open enrollment.
B. The service is needed to assist Benefits in implementing and maintaining OCTA's benefit programs.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-4-1271

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
1330-7519-A2307-FBE
Budget Justifications

Division:       04       Human Resources & Org Devlop.
OrgKey:         1330     Compensation & Benefits
Object:         7519     Prof Serv-Other Prof Services
Description:             Flexible Spending Account
Quantity/Cost:           1 @ $12,500                                                                              FY10-1213
Budget Request:        $ 12,500                                                              IFAS#: 1330-7519-A2307-FCE


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This service administers the Authority’s Flexible Spending Account and ensures compliance with HIPAA confidentiality
regulations.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-6-0660

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?

1330-7519-A2307-FCE
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         1330      Compensation & Benefits
Object:         7519      Prof Serv-Other Prof Services
Description:              DOT/FTA Alcohol & Drug Testing/ Vaccinations/ Physicals
Quantity/Cost:            1 @ $61,000                                                                                 FY10-1214
Budget Request:        $ 61,000                                                                 IFAS#: 1330-7519-A2312-DWA


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
There are several types of testing provided by this service: random drug and alcohol testing, post accident and
behavioral/reasonable suspicion drug and alcohol Testing, Hepatitis B vaccinations, and return to work/ fit for duty physical
examinations. Alcohol and drug testing is required by the Federal Transit Administration and Department of Transportation
regulations and is in compliance with the Drug-Free Workplace Act or 1988 and OCTA’s Alcohol and Drug Policy. The
California Occupational Safety and Health Administration requires that OCTA provide Hepatitis B vaccinations for all
applicable employees who have occupational exposure to blood or blood-borne pathogens.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C-6-0135

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
New Contract/PO

What is the current 16-digit account string associated with this PO/Contract?
1330-7519-A2312-DWA
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         1331      Employment
Object:         7519      Prof Serv-Other Prof Services
Description:              Pre-Employment Background Checks
Quantity/Cost:            1 @ $35,000                                                                                 FY10-1225
Budget Request:        $ 35,000                                                                  IFAS#: 1331-7519-A2207-E3T


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Per OCTA policy, a pre-employment background investigative report shall be conducted to research, investigate, and report any
criminal conviction history, driving record history, verification of education, employment verification, reference checks and or
statewide public filings for prospective employees as requested by the Authority's Board of Directors

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
Contract C-4-0100 expires August, 31, 2009. A new contract will then be required.

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
New Contract/PO

What is the current 16-digit account string associated with this PO/Contract?
1331-7519-A2207-E3T
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         1331      Employment
Object:         7629      Other Services
Description:              Ergometrics Customer Service Skills Testing
Quantity/Cost:            1 @ $8,700                                                                                 FY10-1227
Budget Request:        $ 8,700                                                                  IFAS#: 1331-7629-A2207-H65


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Ergometrics is the OCTA selected Customer Service Skills testing program used as an initial screening tool in the Coach
Operator selection process.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
A10155

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
New Contract/PO

What is the current 16-digit account string associated with this PO/Contract?
1331-7629-A2207
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         1331      Employment
Object:         7629      Other Services
Description:              Pre-Employment Physicals with Drug & Alcohol Screening
Quantity/Cost:            1 @ $35,000                                                                                  FY10-1226
Budget Request:        $ 35,000                                                                   IFAS#: 1331-7629-A2207-AB6


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
OCTA requires all prospective employees be given a pre-employment physical. The medical examiner (physician) shall be a
certified Medical Review Officer (MRO) and shall examine and report the physical condition of prospective employees and
detect conditions which may affect their ability to safely operate a commercial vehicle or which might otherwise affect their
ability to satisfactorily perform the duties of their position.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
C8-0625

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1331-7629-A2207-AB6
Budget Justifications

Division:      04        Human Resources & Org Devlop.
OrgKey:        1340      Human Resources
Object:        7519      Prof Serv-Other Prof Services
Description:             Employment and Income Verification
Quantity/Cost:           1 @ $1,500                                                                             FY10-1241
Budget Request:       $ 1,500                                                               IFAS#: 1340-7519-A0001-P9F


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
This money is budgeted to outsource employment and income verification calls. If an OCTA employee needs to have their
income or employment status verified after normal business hours, this service will complete that task.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
A03638

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
1340-7519-A2110-E84
Budget Justifications

Division:        04       Human Resources & Org Devlop.
OrgKey:         1340      Human Resources
Object:         7519      Prof Serv-Other Prof Services
Description:              HR Consulting Services - Outplacement
Quantity/Cost:            1 @ $50,000                                                                                   FY10-1242
Budget Request:        $ 50,000                                                                   IFAS#: 1340-7519-A2110-E8A


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Some projects fall outside of Human Resources scope of responsibilities. In addition to this, a third party perspective is needed
for some internal items. This money will cover special consulting services for the outsourcing interviewing as well as general
administration.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
PO#A03638

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
Option Year

What is the current 16-digit account string associated with this PO/Contract?
1340-7519-A2210-E8A
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         1342      Labor & Employee Relations
Object:         7513      Prof Serv-Arbitration/Labr Rel
Description:              Arbitration/Mediation Fees
Quantity/Cost:            1 @ $10,000                                                                                 FY10-1261
Budget Request:        $ 10,000                                                                 IFAS#: 1342-7513-A0001-GN2


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Arbitrators are used as third party neutrals to resolve grievance disputes throughout the year. During Fiscal Year 2007/2008
eight (8) arbitrations were scheduled. Five (5) arbitrations were scheduled during the first three quarters of Fiscal Year
2008/2009. It is anticipated that the Union may increase the filing of grievances during Fiscal Year 2009/2010.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Payment Request

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         1342      Labor & Employee Relations
Object:         7519      Prof Serv-Other Prof Services
Description:              Return to Duty Physicals
Quantity/Cost:            1 @ $2,000                                                                                 FY10-1263
Budget Request:        $ 2,000                                                                  IFAS#: 1342-7519-A2344-E3X


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
As necessary, Return to Duty/Fitness for Duty Examinations may be required for employees. These medical and/or
psychological examinations and evaluations by an independent third party professional are to determine an employee's ability to
perform his/her job duties following an employee's medical leave of absence or due to a situation during the course of
employment that alerts management of a need for an examination/evaluation. These professional services are conducted on an
as-needed basis.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Payment Request

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       04       Human Resources & Org Devlop.
OrgKey:         1342     Labor & Employee Relations
Object:         7519     Prof Serv-Other Prof Services
Description:             DMV Recertification Physicals
Quantity/Cost:           1 @ $2,500                                                                               FY10-1264
Budget Request:        $ 2,500                                                                IFAS#: 1342-7519-A2344-F30


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
The final product is DMV Recertification Physical reimbursements according to a union agreement. These professional services
are conducted on an as-needed basis and the budget amount is an estimate for 120 such reimbursements.

Is there an existing PO/Contract that will be used for this line item?
No

What type(s) of procurement will be required for this line item?
Payment Request

During which month of FY 09 or FY10 do you anticipate submitting a requisition for this line item?
N/A
Budget Justifications

Division:       04        Human Resources & Org Devlop.
OrgKey:         1342      Labor & Employee Relations
Object:         7519      Prof Serv-Other Prof Services
Description:              Labor & Employee Relations Consultants - On Call
Quantity/Cost:            1 @ $10,000                                                                                 FY10-1262
Budget Request:        $ 10,000                                                                 IFAS#: 1342-7519-A0001-GN5


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Consultant to provide services to assist with a variety of Labor & Employee Relations programs. On-call consulting services for
conflict resolution and teambuilding session projects involving conflict resolution for both represented and non-represented
employees. Conflict resolution activities may include, but are not limited to, activities initiated by actual or perceived
employment disputes related to gender, race, ethnicity, age, religion, disability, sexual orientation/preference or other status
protected by applicable federal or state statutes. Projects may involve formal or informal conflict resolution and may include
providing services as a neutral facilitator.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
There are three Time and Expense Based CTO Contracts in place with a maximum cumulative obligation of $30,000; they are:
Agreement No. C-7-1209, Agreement No. C-7-1208, and Agreement No. C-7-0692. The CTO Contracts are through
September 30, 2009. A one-year extension may be exercised in July 2009.

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1342-7519-A0001-GN5, 1342-7519-A0001-GN4, and 1342-7513-A0001-GN2. These numbers are given so that you will have
complete information tied to line item.
Budget Justifications

Division:        04        Human Resources & Org Devlop.
OrgKey:          1342      Labor & Employee Relations
Object:          7629      Other Services
Description:               Court Reporting Services
Quantity/Cost:             1 @ $10,000                                                                                   FY10-1265
Budget Request:         $ 10,000                                                                   IFAS#: 1342-7629-A2325-E42


Provide a scope of work, including a description of the final product, its purpose and why it is needed:
Court reporting services are required for pre-discharge hearings, arbitrations, and depositions for litigated cases. Court
reporting services provide documented transcripts of the proceedings by an unbiased third party.

Is there an existing PO/Contract that will be used for this line item?
Yes

Contract/PO#
Contract No. C-7-0674 and Contract No. C-7-0059.

Describe the procurement assistance that will be required. For example, will OCTA be exercising an option year?
Adding a contract task order?
No Procurement Required

What is the current 16-digit account string associated with this PO/Contract?
1342-7629-A2325-E42 is the current 16-digit account string associated with the two contracts.

								
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