Orange County Managed Lanes Segment Advancement Study C265256

The Orange County Transportation Authority (OCTA) is seeking professional services to evaluate existing, planned, and potential managed lane facilities in Orange County and identify the segment or segments most ready to advance into the Project Initiation Document (PID) phase, pending direction from the OCTA Board of Directors (Board). This study duration is estimated to take 18 months. The budget for this project is **$350,000**.

This study will start with the current managed lane system, divide it into logical study segments, screen those segments, and conduct more focused planning-level analysis for two priority segments. The final product shall be a Final Study Report with technical appendices and editable supporting files that can support OCTA decision-making and streamline future PID work.

Objectives

• Define logical managed lane study segments suitable for screening, comparison, and potential project advancement.
• Screen candidate segments using a transparent framework that considers need, benefit, feasibility, financial potential, readiness, and implementation risk.
• Identify up to two priority segments for focused advancement assessment.

Scope of Services

• Task 1. Project Management and Coordination: The Consultant shall manage the study efficiently, maintain schedule and cost control, and communicate clearly with the OCTA Project Manager. Deliverables: work plan and schedule; meeting materials and action items; monthly invoices; monthly progress reports; response-to-comments matrices, as needed.
• Task 2. Segment Inventory, Screening, and Priority Selection: Task 2 shall answer three questions: What are the logical managed lane study segments? How do those segments compare? Which two segments should receive the focused Task 3 advancement assessment? Deliverables: segment inventory and map; draft and final screening methodology; draft and final segment screening workbook; screening exhibits; OCTA staff workshop; response-to-comments matrix.
• Task 3. Priority Segment Advancement Assessment: For the two priority segments identified under Task 2, the Consultant shall conduct a focused planning-level advancement assessment to determine whether the segments are suitable for PID initiation and to develop materials that can streamline future PID work. Deliverables: priority segment profiles; concept exhibits for critical locations; planning-level traffic, revenue, and operations summary; implementation readiness and risk summary; response-to-comments matrix.
• Task 4. Final Study Report and Supporting Files: Task 4 shall consolidate findings into a Final Study Report that serves as the primary study document for OCTA staff, management, and potential OCTA Board consideration. Deliverables: draft and Final Study Report with technical appendices; editable decision framework, risk register, issue resolution plan, maps, workbooks, and supporting files; OCTA staff briefing/workshop materials; response-to-comments matrix.

Submission method

Proposals submitted in response to "RFP C265256" must be provided, electronically, through the Authority's OpenGov Procurement portal, at https://procurement.opengov.com/portal/octa/projects/313322 before the deadline of **2:00 pm on Monday, November 30, 2026**. Authority will not accept hard copy proposals for this RFP.

A proposal shall remain valid for a period of not less than **120 days** from the date of submittal.

The Authority has established January 6, 2027, as the date(s) to conduct interviews.

Contract

It is anticipated that the Agreement resulting from this solicitation, if awarded, will be a **firm-fixed price** contract specifying firm-fixed prices for individual tasks specified in the Scope of Work. The Agreement will have an **eighteen (18)-month** term.

The award of this contract is subject to receipt of state and/or local funds adequate to carry out the provisions of the proposed agreement including the identified Scope of Work.

Offerors are encouraged to subcontract with small businesses to the maximum extent possible.