Airport_Financial_Consulting_and_Strategic_Advisory_Services_for_Ontario_International_Airport_(Addendum_#1_Revision).pdf

Ontario International Airport flyontario.com

REQUEST FOR PROPOSAL 2024-RFP-052 - AIRPORT FINANCIAL CONSULTING AND STRATEGIC ADVISORY SERVICES

FOR ONTARIO INTERNATIONAL AIRPORT

REQUEST FOR PROPOSAL 2024-RFP-052

AIRPORT FINANCIAL CONSULTING AND STRATEGIC ADVISORY SERVICES FOR

ONTARIO INTERNATIONAL AIRPORT for Ontario International Airport

RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:

https://secure.procurenow.com/portal/flyontario

1. Introduction

1.1. Summary

The Ontario International Airport Authority (OIAA) invites firms to prepare and submit qualifications to respond to this Request for Proposal (RFP) for a consulting team to provide comprehensive On-call Airport Financial Consulting and Strategic Advisory Services at Ontario

International Airport (ONT). The general purpose is to provide financial consulting and leadership services related to airport rates and charges, capital and financial planning, bond feasibility studies to support the issuance and management of Bonds and other obligations, and other airport management and financial consulting services.

The successful Team will be requested to enter into an on-call, task-based Master

Contract. The anticipated term of the Contract is estimated for an initial three-year term with two (2) one-year renewal options at OIAA’s discretion to extend the contract.

1.2. Background

ONT is a medium hub airport currently serving over 7 million annual passengers and is a major air-cargo facility in Southern California. Situated on 1,741 acres within the City of Ontario, California, ONT is located approximately 35 miles east of downtown Los Angeles in the central area of Southern California known as the Inland Empire. There are two parallel runways, Runway 8L/26R and 8R/26L, two terminals and a separate international arrivals facility. Terminal 2 has approximately 265,000 square feet with 12 gates (201–212) and

Terminal 4 has approximately 265,000 square feet with 14 gates (401–414). The International

Arrivals Facility has 2 gates for arrivals only, containing a U.S. Customs and Border Protection

FIS/Federal Inspection Service. International flights currently depart from the main terminals. ONT has nonstop commercial jet service to over 2 dozen major airports in the U.S., Mexico and Taiwan, and connecting service to many domestic and international destinations. It https://secure.procurenow.com/portal/%7bproject.government.code%7d

Request For Proposal #2024-RFP-052 - Airport Financial Consulting and Strategic Advisory Services for Ontario

International Airport 2 is the West Coast air and truck hub for UPS Airlines and is a major distribution point for FedEx

Express and Amazon Prime.

The ONT Capital Improvement Program (CIP) is under development and refinement and the

OIAA is currently identifying high-priority projects based on safety, capacity and efficiency needs and exploring potential funding options for key projects. To fund the airport capital projects, OIAA uses a combination of federal and local grants, user fees, internal cash, and bond proceeds. OIAA issued the last series of Bonds in 2021 and uses the bond proceeds to pay for capital projects, and collects revenues from airlines and non-airlines to repay the annual debt service.

OIAA’s audited financial statements can be found online at:

https://www.flyontario.com/airport-authority/public-board-documents/financial-documents

1.3. Contact Information

Luis Medina Department:

Director of Procurement & Contracts Finance

Email: lmedina@flyontario.com

1.4. Timeline

Release Project Date: December 9, 2024

Pre-Proposal Meeting (Non-Mandatory): December 17, 2024, 11:00am

Microsoft Teams

Question Submission Deadline: January 6, 2025, 1:00pm

Proposal Submission Deadline: January 16, 2025, 4:00pm

Tentative Interview Date: February 3, 2025

2. Agency Background

The Ontario International Airport Authority (OIAA) is a joint-powers authority (JPA) formed between the City of Ontario and San Bernardino County as a public agency in Southern

California. The OIAA Commission consists of five appointed members. The OIAA is the owner and operator of Ontario International Airport (ONT). ONT is a medium hub airport serving more than 7 million passengers per year and is a major air cargo facility in Southern California, with more than 750,000 tons being carried to and from the airport each year.

https://www.flyontario.com/airport-authority/public-board-documents/financial-documents

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3. Pre-Proposal Meeting - Virtual

A Pre-Proposal meeting will be held virtually through MS Teams on the date and time listed in the "Timeline" of this solicitation.

The OIAA highly recommends that at least one (1) member of your team attend this meeting as pertinent information regarding the project will be shared.

Meeting Link: Join the meeting now

Meeting ID: 227 267 930 602

Passcode: Es2cq3xV

Dial in by phone

+1 747-292-3087,,1378118# United States, Burbank

Find a local number

Phone conference ID: 137 811 8#

4. Scope of Work

This is the detailed description of the Scope of Work, including objectives, tasks, deliverables, and any specific requirements relevant to this project. Successful vendor will be responsible for the following:

4.1. General Description

The selected Team will be expected to be available to provide a variety of support services for the Finance Division of OIAA in the area of Airport Financial Consulting and Strategic Advisory

Services. The Consulting Team should have experience in the area of airport financial and strategic advising and an understanding of the unique issues facing the development of medium-hub airports.

Assignments will be developed individually, Task Order based, by OIAA in conjunction with the selected Consulting Team, when and if consulting services are required. Proposing Teams will identify team leadership and key staff that will be most able and available to serve OIAA in a consistent and efficient manner as identified in Section 4.2 below.

https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjJhNDQzMmUtM2ZiZC00MDE2LWI1NDYtMWU0OWI0NmI0Yzc3%40thread.v2/0?context=%7b%22Tid%22%3a%22726bed49-7011-47d7-8024-49cdc0e9cae8%22%2c%22Oid%22%3a%22beea3369-8eac-4143-ba05-67de3732710b%22%7d tel:+17472923087,,1378118 https://dialin.teams.microsoft.com/29d69cdd-5eed-45c8-92bc-da3409650a05?id=1378118

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4.2. Project Deliverables & Anticipated Functions

The services covered under this RFP include comprehensive On-call Airport Financial Consulting and Strategic Advisory Services. When and as directed by the OIAA, the Team’s services shall include, without limitations, the following scope of work:

A. Tasks Related to Bond and Other Debt Issuance:

A. Provide the OIAA advice and assistance on financing techniques pertaining to the issuance and sale of General Airport Revenue Bonds ("GARBs"), Passenger Facility

Charge (“PFC”) backed debt, Special Purpose Facility Bonds ("Specials"), short-term financing, P3 opportunities, and other forms of debt.

1. Conduct studies and make recommendations of finance structures, including payment, security details and bond specifications believed advantageous to the

OIAA.

2. Develop and validate plans of finance for ongoing and projected capital programs, which may include cash flow, bond schedule and sizing analyses.

B. Confer with Federal, State and Local Government oversight officials, recognized bond attorneys, airport consultants and others as appropriate, to be selected by the

Authority, in connection with the proceedings authorizing the issuance of bonds or other debt.

C. Participate in, or direct as required, preparation of official statements for bond issuances setting forth financial and other information about the Authority and the issue.

D. Participate in drafting of all documents utilized by the Authority in its financings.

E. Provide strategy and support in engaging rating agencies and investors to help ensure a successful marketing, sale, and issuance of bonds.

F. Attend meetings on matters concerning financial techniques and bond issues.

G. Monitor and evaluate investment banks’ marketing, pricing and closing of transaction summarized in a follow-up analysis of the final sale

H. Provide advisory services to staff should the Authority utilize alternative financing vehicles or engage in 3rd party development transactions, for example, P3 opportunities with CONRAC (Consolidated Rental Car Facility) financing.

Request For Proposal #2024-RFP-052 - Airport Financial Consulting and Strategic Advisory Services for Ontario

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I. Assist the Authority with development of request for proposals for the selection of underwriters, trustee and bond counsel for bond issues and assist during the negotiation and selection process.

J. Assess emerging financing structures and relevant capital market trends to assist staff in developing strategies for future transactions.

K. Perform such other functions normally contemplated to be within the scope of duties of a fully qualified financial advisor involved with the issuance of debt.

L. Assist the Authority with respect to the development of its long-range financing plans, including the relative costs and benefits to the Authority of the following:

1. Other types of financing (e.g., fixed/variable; taxable/taxable-exempt; direct/third party) for different projects.

2. Overall mix of internal and external financing.

3. Maturity schedule for Authority’s long- and short-term debt financings;

4. Refunding of prior issues and sources of security (e.g., parity revenue bonds, PFCs, CFCs, subordinate debt, discrete revenue sources).

M. Act as an expert before governmental bodies, organizations or public forums on behalf of the Authority.

1.Keep staff informed of key rating topics in between transactions

B. Financial Planning, Capital Plan, Operating Budget and Expenditures

A. Provide strategic planning services relative to OIAA’s operating budget and financial and capital plans.

B. Advise on operating budget and expenditures related matters, perform analyses and develop financial models as needed.

C. Analyze financial and business implications of proposed updates to the capital plan on operating budget; develop financial models as needed.

D. Advise on the airline Majority-in-Interest review of capital spending process and perform analyses as needed.

E. Advise on management and reporting tools related to capital and operating budgets.

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F. Perform cost allocation studies pursuant to Title 2, Part 200 of the Code of Federal

Regulations (CFR) – 2 CFR, Part

C. Other Services

A. Provide analysis and support to OIAA as needed in managing its Airport-Airline Use and

Lease Agreement, including negotiations of a new agreement, and the development of a financial model(s) to calculate rates and charges and assess fiscal impact on OIAA

B. Provide all necessary financial analyses and modeling for new and amended Passenger

Facility Charge applications and airport revenue bond issues.

C. Prepare financial analyses relating to changes to OIAA’s current Customer Facility

Charge (CFC) rate in accordance with the California CFC statue; develop CFC sources and uses model and make recommendations regarding sizing and timing of CFC rate changes if applicable and desirable

D. Evaluate the impacts of changes to standards from the Governmental Accounting

Standards Board (GASB) and Generally Accepted Accounting Principles (GAAP), and evaluation of potential future scenarios.

E. Advise on and support grant compliance and evaluation of airport projects that are or may be funded through federal grant programs.

F. Review the Department’s planned capital program and its impact on revenues and expenses.

G. Provide advice and guidance on the impact of Transportation Network Companies

(TNCs) on rental car transaction activity and financial projections.

H. Provide all financial analyses for OIAA as requested.

This specific scope of services provided above identifies the expected range of services to be provided by the Airport Financial and Strategic Advisory but should not be interpreted as being limited to only these services, nor that the Authority has any obligation to include each of the above services within any contractual arrangement with the selected Airport Financial and

Strategic Advisory. The OIAA reserves the right to amend the scope of work, as described above, and award select portions of the scope as the OIAA desires.

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4.3. Acceptance Criteria

The selected team will be expected to be available to provide a variety of support services for the Finance Division of OIAA at ONT in the area of Airport Financial Consulting and Strategic

Advisory Services. The Consulting Team should have experience in the area of airport financial consulting and an understanding of the unique issues facing the development of medium-hub airports. Assignments will be developed individually, Task Order based, by OIAA in conjunction with the selected Consulting Team, when and if consulting services are required. Proposing

Teams will identify team leadership and key staff that will be most able and available to serve

OIAA in a consistent and efficient manner as identified in Sections below.

Team Overview

The Team overview section shall identify the lead firm and clarify the role and services provided. The section should describe prior experience working on similar assignments by the firm. Firm history is not firm experience. This section should focus on recent experience relevant to this specific assignment at Ontario International Airport.

Primary Staff and Experience

The proposer shall present an efficient Team Organization Chart that is appropriate for comprehensive On-call Airport Financial Consulting and Advisory Services assignment at a

Medium Hub airport and identify roles and responsibilities of the key staff to be assigned to this project. OIAA has identified the following likely services team roles, however, the Organization

Chart should identify all key staff to be assigned to this project, as recommended by the respondent.

NOTE: Organization Chart may be presented in an 11” x 17” format. Each 11” x 17” page shall be counted as 2 pages.

A. Project Manager (PM) – The PM is the liaison between OIAA staff and the consultant team. The RFP should articulate how the proposed PM will serve in this role in a manner that is responsive and cost-effective to the OIAA. The PM will oversee all aspects of the contract and be readily available to OIAA staff to respond to requests for services and efficiently prepare an action plan to provide the required services under the contract. The PM will oversee work performed by his or her entire team, including all sub-consultants, and ensure that only qualified staff are engaged on OIAA projects and that OIAA’s needs are met as outlined in the scope of work.

B. Financial Services Task Leads –The RFP should identify support services leads for the varied services identified above. If the proposing Team identifies an area of expertise, the organizational chart must identify the individual with expertise in that area.

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C. Subcontractors - If the proposing Team utilizes subcontractors to perform part of the requested services, the RFP shall identify the particular services to be performed and describe their skills and experience.

4.4. Supplier Qualifications

Qualified Teams shall have a minimum of eight (8) years experience in Airport Financial

Management Consulting. Financial consulting services for airports requires experience and understanding of the airport environment including familiarity with feasibility studies, financial strategy, CIP financial assessment and development of new/alternative funding sources, CIP, FAA regulations; and relevant experience related to airport operators, airport users, tenants and passengers. Qualified Teams shall also demonstrate experience with stakeholder engagement and outreach, including knowledge of local and federal regulatory framework and working with local and state permitting agents and agencies.

Relevant experience may have been obtained working with general aviation, non-hub, small-hub, medium-hub and large-hub airports. The Team shall show a successful track record of developing innovative solutions at airports with unique features and characteristics. ONT is a medium hub airport and experience serving peer airports with similar characteristics and air traffic volumes and characteristics will be evaluated favorably, but is not required.

4.5. Anticipate Contract Term

Proposers should anticipate entering into an agreement with the OIAA for a term of 3 years with 2 one-year extension options.

4.6. Work Plan

The Team shall describe their overall understanding of the Anticipated Functions / Scope of

Work and describe their ability to produce and deliver Tasks within budget and on schedule. The Work Plan should clearly outline the process and identify the methodology to address potential problems.

5. Submission Instructions & Format

All interested vendors are required to submit all proposals and questions electronically through

OpenGov by the deadline listed above. Use "2024-RFP-052- Airport Financial Consulting and

Strategic Advisory Services for Ontario International Airport" as the subject line for all submissions. Hard copies will not be accepted. All submissions must be in the following format:

• Portable Document File (PDF) Please keep digital files to less than 10 MBs if possible.

• OIAA may choose to print your submission, paper size should not exceed 8.5-inch by 11-inch.

Request For Proposal #2024-RFP-052 - Airport Financial Consulting and Strategic Advisory Services for Ontario

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• The main body fonts must be a minimum of 12 points, figure captions and callouts may use smaller fonts.

• A one-page cover must state the "2024-RFP-052 - Airport Financial Consulting and

Strategic Advisory Services for Ontario International Airport" and include the prime firm name, contact person name, direct telephone or mobile phone number, and email address

• Page count should not exceed thirty (30) pages. (Excluding the Administrative

Requirement documents)

(Failure to include this information on the cover may result in disqualification).

6. Proposal Content Overview

All proposals should be concise, organized, and show qualifications and applicable experience.

Each proposal submittal shall be no more than thirty (30) pages in length, including attachments and exhibits but not including the Cover Letter/Executive Summary and the administrative requirements.

All proposals shall be prepared at the expense of the Proposer electing to participate with the understanding that no claims against the OIAA will be accepted.

The proposal shall consist of the following sections in the following order:

7. Proposal Content Requirement

All submissions should include the following sections:

1. Cover Letter

The cover letter shall be signed by an officer of the lead firm, should include the contact information including the phone number and email address of the contact person, introduce the prime company and the proposed key team, and state any other information deemed essential by the respondent within the pages allotted.

A. A brief description of the firm, including highlights of past experience and projects, and a list of key principals of the firm. To include a discussion of the Respondents demonstrated familiarity with airport requirements and previous airport projects which should include previous experience.

B. An expression of interest in providing Airport Financial Consulting and Strategic Advisory services at Ontario International Airport.

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C. An acknowledgement that the prime firm has reviewed the OIAA SBE program document on the airport website at www.flyONTario.com and will comply with all established policies as it relates to this solicitation.

D. Confirmation that the respondent has read and acknowledged the Ontario International

Airport “Rules and Regulations” available on the airport website at www.flyONTario.com.

2. Team Overview

The successful Team under this contract is expected to assemble a project team that will have the necessary expertise to accomplish the types of work listed in the Scope of Work, using staff from their own organization and qualified subconsultants, as necessary to meet the requirements. The Team shall identify previous projects where they have successfully worked together in an airport environment and describe their recent experience working on similar/ relevant assignments. Experience should be within the last 5 years.

3. Primary Staff and Experience

This section shall include a complete Organization Chart of all key individuals proposed for this

Contract as recommended by the respondent.

NOTE: Organization Chart may be presented in an 11” x 17” format. Each 11” x 17” page shall be counted as 2 pages.

Detailed information should be provided about the key team members who will be the primary

Points of Contact for OIAA staff and will provide initial response to all OIAA inquiries.

Information shall be provided about the key team members who will be the point of reference for OIAA staff to provide the initial response to all OIAA inquires. Additional pages shall be used to present brief biographies for each individual named on the organizational chart that includes the following information in the following format:

• Name (employer name, assigned office city, state)

• Assigned role on this project

• Years of experience and years with employer

• Current list of airports and/or airline clients, as well as the corresponding duration of the relationship

• Relevant experience, skills, and qualifications http://www.flyontario.com/ http://www.flyontario.com/

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• NOTE: Resumes (2-page format) of any proposed staff may be provided in a separate

Appendix. Pages in the Appendix will not count towards the page limit

4. Project Experience

Present project experience of the Prime Team and subcontractors that is relevant to this

Airport Financial Consulting and Strategic Advisory Services. Assignments presented in this section must have been completed on or after January 1, 2019 and should include the date of completion. The Prime firm may present up to five projects while no more than three projects may be presented for each subcontractor, for a total of up to eight (8) projects that provide experience directly relevant to this Contract. Include the following information for each project profile:

A. Project Title and Location

B. Client Contact Information – Name, Title, Sponsor / Organization

C. Firm role and approximate contract value

D. Period of Performance

E. Project description, including challenges that were overcome, any special practices that were implemented, “Lessons Learned” and relevance to this assignment.

F. Roles of key staff who were assigned to the referenced project and are also assigned to this project

G. Identify challenges and how they were overcome

H. Discuss responsiveness to the owner’s needs

5. Work Plan

The Team shall describe their overall understanding of the Anticipated Functions / Scope of

Work and describe their ability to produce and deliver Tasks within budget and on schedule. The Work Plan should clearly outline the process and identify the methodology to address potential problems and detail your proposed approach to fulfilling the project requirements. Describe the methodologies, strategies, and tools you intend to use to execute this project.

6. References: Include the following key information in each project profile listed in your

Proposal in the following order:

Request For Proposal #2024-RFP-052 - Airport Financial Consulting and Strategic Advisory Services for Ontario

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▪ Project title

▪ Client contact information:

• Name, title

• Telephone number

• Email address

▪ Approximate contract value

▪ How the project relates to this assignment at Ontario International Airport.

8. Evaluation Criteria

8.1. Administrative

No. Evaluation Criteria Scoring Method Weight (Points)

1. Responsiveness

Responsiveness will be evaluated for general clarity and whether respondents have followed the directions included in the Submission

Instructions and Format as well as included the requirements detailed in the Proposal Content

Requirements.

Pass / Fail 1 (100% of Total)

8.2. Compliance

No. Evaluation Criteria Scoring Method Weight (Points)

1. Submission Compliance

Respondents will be evaluated for compliance with the directions included in Submission

Instructions and Format

Pass / Fail 1 (100% of Total)

8.3. Technical

No. Evaluation Criteria Scoring Method Weight (Points)

1. Overall - Clarity

Proposals will be evaluated for their general clarity and whether respondents followed the directions included in this RFP. The OIAA is seeking respondents who can demonstrate qualifications in a clear and compelling manner and who follow all directions included in this

RFP.

0-100 Points 10 (10% of Total)

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2. Team Overview

• General professional qualifications and prior experience serving in a similar role at similar airports

• Validated experience and qualifications of the proposed team to provide OIAA with the required

Services as detailed in the RFP.

0-100 Points 20 (20% of Total)

3. Primary Staff and Experience

• Capabilities of the assigned Team and individuals presented for this assignment

• Specialized skills, experience, and qualifications of Team members identified to serve on this assignment.

• Qualifications and experience of sub-consultants regularly engaged by the

Team under consideration.

0-100 Points 25 (25% of Total)

4. Project Experience

• Worked on similar types of assignments

• Worked at similar airports, agencies or organizations

• Identified challenges and how they were overcome

• Proven track record of recent successes in providing similar

Services as detailed in the RFP.

0-100 Points 25 (25% of Total)

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5. Work Plan

• Demonstrated understanding of

Financial consulting work and the required Services as detailed in the

RFP

• Understanding the OIAA’s operations, unique concerns, potential challenges.

• Demonstration of how the key staff will provide services to OIAA in an efficient and timely manner.

0-100 Points 20 (20% of Total)

9. Administrative Requirements

Proposers must complete and submit the following signed documents with their proposal/bid. The following items are required to be submitted with all proposals/bids:

o Proposal Submittal Checklist o Affidavit of Non-Collusion o Conflict of Interest Disclosure Form o Confidentiality and Non-Disclosure Form o Supplier Information Form o W-9 Form o Acknowledgment of review and compliance with the OIAA SBE program

NOTE: Failure to submit the required forms or failure to include the acknowledgments as instructed in the forms will render the bid/proposal non-responsive and will result in its rejection.

9.1. You acknowledge that you have read and understand the OIAA SBE/DBE/ACDBE policy?

The OIAA SBE/DBE/ACDBE program is available by clicking here https://www.flyontario.com/business-development/procurement

Select the icon that applies.

☐ Please confirm

*Response required

9.2. Upload any SBE/DBE/ACDBE Certification that your organization holds.

9.3. Upload your organizations current W-9 form*

The form must be signed and dated with the last 12 months. The latest tax form can be found here: https://www.irs.gov/forms-instructions.

https://www.flyontario.com/business-development/procurement https://www.flyontario.com/business-development/procurement https://www.flyontario.com/business-development/procurement https://www.irs.gov/forms-instructions

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*Response required

9.4. Affidavit of Non-Collusion*

Please download the document below. Fill out the document completely, sign it.

• AFFIDAVIT_OF_NON-COLLUSION_...

*Response required

9.5. Confidentiality and Non-Disclosure Form*

Please download the documents below, complete, and sign.

• CONFIDENTIALITY_NON-DISCLOS...

*Response required

9.6. Supplier Information Form*

Please download the below documents, complete, and upload.

• Supplier_Info_Form.pdf

*Response required

9.7. Conflict of Interest Disclosure

All persons or organizations seeking contracts or agreements with the OIAA must complete and submit this OIAA Conflict of Interest Disclosure Form along with the bid/proposal.

NOTE: Failure to comply with this requirement may cause your proposal to be declared nonresponsive.

Any questions regarding the information required to be disclosed in this form should be directed to OIAA’s General Legal Counsel, especially for any “yes” responses to questions in this form, which may also disqualify your organization from submitting an offer on the bid/proposal.

9.7.1. Conflict of Interest Form*

Please download the document below, complete, and sign.

• OIAA_Conflict_of_Interest_D...

*Response required

9.7.2. Upload Completed Conflict of Interest Form*

Upload completed and signed document here.

*Response required

9.8. Proposal Submittal Checklist

Failure to submit the completed checklist and acknowledgment of all addendas will render the bid/proposal non-responsive.

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Request For Proposal #2024-RFP-052 - Airport Financial Consulting and Strategic Advisory Services for Ontario

International Airport 16

9.8.1. Proposal Submittal Checklist Form*

Please download the below documents, complete, and upload.

• Proposal_Checklist.pdf

*Response required

9.9. Draft Contract Terms

Proposers should anticipate entering into an agreement with the OIAA that will be largely similar to that of the draft included in this solicitation.

9.9.1. Please download the below documents.*

• Draft_Contract_-_SCONT-000#...

*Response required

9.9.2. By selecting the box below, you confirm that you have read and understood the Draft Contract Terms.*

NOTE: Questions regarding the terms and conditions of the draft contract should be submitted during the open RFI period of this solicitation.

☐ Please confirm

*Response required

9.9.3. Vendor Documents

Please upload all documents as requested in this solicitation. This may include proposals, spec/tech packs, cost sheets, etc.

9.10. B) Conditional - Administrative Requirements for successful Proposer Administrative Requirements due prior to award of contract:

• Certification of Insurance

• Copy of successful Proposer's City of Ontario Business License

9.10.1. Certificate of Insurance Requirement

Please download the document below for the type of insurance required from successful proposer.

• Insurance_Req_-$2_-_$4Mil_I...

9.10.2. City of Ontario Business License*

Please confirm that you will provide a copy of your City of Ontario Business License and/or confirmation response prior to Award of Contract and/or Commencement of Work.

☐ Please confirm

*Response required 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Request For Proposal #2024-RFP-052 - Airport Financial Consulting and Strategic Advisory Services for Ontario

International Airport 17

10. Proposal Evaluation and Awarding

10.1. Responsiveness Review

Upon receipt of proposals, OIAA will review and evaluate proposals that are deemed responsive in accordance with the criteria set forth in this solicitation. If a proposal is received and deemed non-responsive, the proposal will be noted as non-responsive and will not be scored.

10.2. Evaluation Panel

Each proposal will be reviewed and evaluated by each member of a selection panel established by the OIAA. Each reviewer will use the evaluation criteria set forth in this solicitation to score each proposal accordingly. Each reviewer will complete his/her review of the proposals independently. The selection panel’s evaluations will be combined to determine a numerical ranking of each responsive proposal.

10.3. Evaluation of Interviews

The OIAA may determine that it is necessary to conduct interviews prior to final selection. In the event interviews are necessary, the highest-ranking proposers will be invited to the OIAA to make a presentations to the members of the evaluation panel and answer questions. Tentative dates for the Interviews are the week of February 2, 2025. Each member of the evaluation panel will evaluate the interviews and the final scores will be established based on criteria and instructions provided prior to the interview taking place.

10.4. Evaluation Process

All proposals will be evaluated based on the Evaluation Criteria list in this solicitation. The evaluation panel will use this information to determine the most highest-ranking firm.

10.5. Awarding & Negotiations

OIAA intends to award the highest-ranking firm/team based on the evaluation of proposals and, if necessary, interviews.

OIAA reserves the right to make final decisions regarding the selected firm based on the quantity and quality of the proposals received. This right extends to modifying the selection process to eliminate interviews.

OIAA reserves the right to negotiate with the highest-ranking Proposer based on the evaluation of proposals. Should negotiations with the highest rated Proposer break down, the OIAA reserves the right to proceed to the next Proposer in the order of the selection ranking until a contract is reached, or all proposals are rejected, which can be done by the OIAA at any time.

11. Required Licenses

Request For Proposal #2024-RFP-052 - Airport Financial Consulting and Strategic Advisory Services for Ontario

International Airport 18

The procedures and time limits outlined in this section are mandatory and are the proposer’s sole and exclusive responsibility. Failure to comply with these procedures will result in deeming the proposal non-responsive.

Bidder/Proposers shall possess the Licenses required as listed in this solicitation. If the bidder/proposer is not in possession of such a license at the time the bid/proposal is submitted or does not otherwise meet the requirements for alternative licensing, said bid/proposal will be deemed non-responsive and will be rejected pursuant to California Business and Professions

Code Section 7028.15(e).

12. Protest of Content and Protest of Award

The procedures and time limits outlined in this section are mandatory and are the proposer’s sole and exclusive remedy in the event of a protest. Failure to comply with these procedures will constitute a waiver of any right to further pursue the protest, including filing a Government

Code claim or legal proceedings

Protests of Solicitation Content

A protest and all required copies relative to the content of this solicitation must be submitted in detail, in writing, signed by the protestor or by a representative of the protestor, and received in the offices of the Ontario International Airport Authority (OIAA) before 5:00 P.M. of the fifth business day after issuance of this solicitation by OIAA. The protest shall contain a complete statement specifying, in detail, the factual grounds and legal basis of the protest of the content of this solicitation. The protest shall refer to the specific portion of this solicitation, or other related document which forms the basis for the protest. The protest must include the name, address, and telephone number of the protestor and the protestor’s representatives.

All protests must be addressed to:

Ontario International Airport Authority

Office of the Chief Executive Officer

1923 E. Avion St.

Ontario, CA 91761

Only protests meeting the above criteria will be reviewed and submitted…