Owner_Controlled_Insurance_Program_Brokerage_Services_(Addendum_#2_Revision).pdf

TMDP-04

OWNER CONTROLLED INSURANCE PROGRAM

BROKERAGE SERVICES

City of Cleveland

Department of Port Control

601 Lakeside Ave

Cleveland, OH 44114

RELEASE DATE: October 15, 2025

DEADLINE FOR QUESTIONS: November 5, 2025

RESPONSE DEADLINE: November 26, 2025, 2:00 pm

RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:

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

City of Cleveland

Owner Controlled Insurance Program Brokerage Services

I. INTRODUCTION

II. CLEvolution

III. SCOPE OF WORK

IV. COMPENSATION AND INVOICING

V. TERMS AND CONDITIONS

VI. INSURANCE LIMITS

VII. PROJECT SCHEDULE AND DELIVERABLES

VIII. THE CITY'S RIGHTS AND REQUIREMENTS

IX. EQUAL OPPORTUNITY REQUIREMENTS

X. STATEMENT CONTENTS

XI. STATEMENT SUBMITTALS

XII. EVALUATION PHASES

XIII. AGREEMENT PROCESS

XIV. CONSTRUCTION OF AGREEMENT

Attachments:

A - Security

B - Cleveland Ordinance No. 1660-A-09

C - Vendor Entry Form

D - Subcontractor Addition and Substitution Policy

E - Federal Contract Provisions (OEO Professional Services)

F - OCIP ROM Template Exhibit

#TMDP-04

Title: Owner Controlled Insurance Program Brokerage Services

1. INTRODUCTION

LATE PROPOSALS WILL NOT BE ACCEPTED

The City of Cleveland invites responses to the Request for Qualifications (RFQ) for Owner Controlled

Insurance Program Brokerage Services.

We ask that you strictly adhere to the following critical guidelines outlined in this document.

1.1. Summary

The City of Cleveland (“City”), owner and operator of Cleveland Hopkins International Airport (“CLE”), Burke Lakefront Airport (“BKL”) (collectively “Airports”) and the North Coast Harbor (“Harbor”), through its Director of the Department of Port Control (“Director”), invites written Statements of

Qualifications (“Statement”) in response to this Request for Qualifications ("RFQ") from qualified insurance brokerage firms with requisite, demonstrable competence and experience in providing marketing and insurance brokerage and administrative services for a planned Owner-Controlled Insurance

Program ("OCIP") for the Terminal Modernization Development Program ("TMDP") (hereafter called the

"Project") as required by the various divisions of the Department of Port Control ("Department") and described more fully in this RFQ.

Qualified firms either singly or in joint venture or other legal arrangements (collectively, the "Firm", “Contractor” or “Consultant”) must have the requisite, demonstrated competence and experience in, and a thorough knowledge of, the services required for the Project.

This Project falls under the larger TMDP. The total Program budget is approximately $1.6 Billion, including hard and soft costs, furniture/fixtures, temporary construction, demolition, relocation and public art. The successful Firm will be required to operate under the Governance Program approved by the stakeholders and which has been incorporated into daily operations. The Firm shall adhere to the day-to-day operational policy and procedures which are designed for each team member to provide full support and documentation as required for the Governance Program to make decisions. The selected Firm will provide OCIP Brokerage Services to the Department and will report to the Executive Program Manager

("EPM") and designated members of the TMDP Program Management/Construction Management

(“PM/CM”) Team.

1.2. Background

This RFQ is an invitation to experienced OCIP Brokerage firms to submit Statements, to the Department, outlining, in detail, their ability to provide marketing, insurance brokerage, and administrative services and management for the procurement and implementation of an OCIP for the CLE TMDP as overseen by the EPM.

CLE is the primary commercial service airport for northeastern Ohio. The Airport is located approximately ten miles southwest of the City’s downtown, and encompasses approximately 2,045 acres of land, with three air carrier runways, a large terminal complex, three active concourses, on-site parking, off-site consolidated rental car facility, and various cargo maintenance facilities. According to statistics compiled by the FAA, CLE was the 46th busiest airport in terms of total enplaned passengers for U.S.

airports in 2023 and 2024. The Airport had approximately 5.1 million enplaned passengers in 2024, representing a 3% increase in enplanements from the prior year. CLE serves a significant origin-destination market, with original-destination passengers typically accounting for more than 99% of annual enplaned passengers at the airport.

On July 1, 2025, CLE celebrated its centennial anniversary. During its first 100 years, the Airport has been at the forefront of several innovations that are now commonplace. It was the first airport with an air traffic control tower, and a two-level terminal design separating arrivals from departures. It was also the first airport in North America to be directly connected with a rail transit line.

CLE’s existing passenger terminal complex consists of more than 1 million square feet in a main terminal building with four attached concourses. Currently three of the concourses are active (Concourses A, B and C) which support 46 aircraft gates. Concourse D, which served the regional jet operations of United

Airlines, is currently decommissioned. In addition, 13 gates remain common use gates under the control of the Department.

In 2021, CLE completed a Master Plan to provide guidance for future airport terminal and landside development in order to meet the forecasted demand, and to replace aging airport infrastructure and facilities. The Master Plan has been revisited and adjusted in 2024 based on more current Design Day

Flight Schedule ("DDFS") information.

The Paslay Group was hired in 2023 as the Executive Program Management Team ("EPMT") along with the following team members: Corgan Associates, Inc., Robert P. Madison International Inc., McGuiness

Unlimited, Inc., Regency Construction Services, Connico LLC and DVA Architecture. These firms are prohibited from submitting a proposal in response to this RFQ due to the Ohio Ethics Rules.

The current proposed TMDP projects overseen by the EPM include those focused on landside development. Projects shall include a new eight-story 6,000 space parking garage, 1,500 space surface parking area, underground train tunnel and station platform development, new ground transportation center ("GTC"), and multi-tenant structure developments. Future phases may include a new terminal head house, new arrivals/departures roadways, new roadway system throughout airport property, new infrastructure, new pedestrian bridges and connectors between buildings, airline fueling system upgrades, demolition of existing structures, and some air side paving, and other projects as they are identified.

Due to current customer demands for on-site airport parking, the initial focus will center around two separate parking projects. The first project is a surface lot, with independent utility to the other aspects of the TMDP, and the second project is a parking garage. The initial projects will include the following elements:

A. Complete design and construction of a new surface parking lot on existing hardstand on the east side of Concourse D.

B. Complete design and construction of a new RTA tunnel segment and new rail station and platform under the new garage footprint with connecting underground pedestrian walkway

C. Complete design and construction of a new parking garage

D. Complete design and construction of a new adjacent ground transportation center

The Department intends to utilize a design-build delivery method for the TMDP projects and select design-build firms providing the best value, according to the requirements stated in the respective project design-build solicitations. Various other delivery methods may be utilized as needed such as Progressive

Design/Build, Construction Manager at Risk, Not to Exceed, Lump Sum, etc. The selected insurance brokerage Firm will provide the skills necessary to market, procure, and administer a “wrap-up” OCIP program to provide risk management coverage for the TMDP as a whole.

1.3. Contact Information

Sharron Muia Contracts & Procurement Manager 5300 Riverside Drive PO Box 81009 Cleveland, OH 44181 Email: smuia@clevelandairport.com Phone: (216) 265-2693

Department:

Port Control

Department Head:

Bryant L. Francis, C.M.

Director

1.4. Timeline

RFQ Published on City website October 15, 2025

Pre-Qualification Conference (Non-

Mandatory)

October 29, 2025, 10:00am

Cleveland Plus Conference Room, Baggage Claim

Level of Cleveland Hopkins International Airport or via WebEx Call in Number 415-655-0002

Access Code 2632 555 7285

Last Day to Submit Provider Questions November 5, 2025, 4:00pm

Publish RFQ Addendum November 12, 2025

Statement Submission Deadline November 26, 2025, 2:00pm mailto:smuia@clevelandairport.com tel:(216)265-2693

2. CLEvolution

Cleveland Hopkins International Airport (CLE) is embarking on a transformative journey with the launch of CLEvolution: The Campaign to Transform CLE. This decade-long initiative represents a historic investment to modernize and reimagine one of Northeast Ohio’s most vital regional assets. Through this campaign, CLE will redefine the guest experience for travelers while strengthening the region’s economic foundation and future potential.

CLEvolution is more than an infrastructure upgrade, it’s a bold vision to elevate Cleveland’s role on the national and global stage. As the primary gateway to our city, CLE will serve as a powerful first impression for visitors and a point of pride for residents, symbolizing the dynamic, forward-looking spirit of Northeast Ohio.

We invite interested partners to join us on this ambitious journey to build an airport that not only takes us places, but transforms how we welcome the world and embrace the future.

3. SCOPE OF WORK

3.1. Number of Contractors

The Department will most likely engage separate design/build teams, each with their own Prime

Contractor, for the currently contemplated TMDP Phase 1 landside projects as follows:

A. Multiple Tenant Structure Buildings

B. Gold Lot surface parking facility

C. Parking Garage/RTA Tunnel and Station/Ground Transportation Center

D. Terminal Area Roadways, Elevated Terminal Curbside Roadways, and Site Utilities

E. Terminal Headhouse, Pedestrian Bridges, and Concourse Connectors

F. Other Contracts and Projects as approved by the TMDP Governance Team

3.2. Types of Trades

Unique trades are not expected to be required for the TMDP projects. Subcontractors will be enrolled in accordance with the phasing of construction. The types of subcontractors expected to work on the Project include, but are not limited to, the following:

Architect/Engineer of Record

Services

Fireproofing Metal Framed Covered Walkways

Employee Transport Shuttles Firestopping Steel ETFE Panel Canopies

Construction Trailer Rental Roofing Solar Array System Installation

Testing and Inspection Waterproofing Elevators and Escalators

Trash Service Caulking (Exterior) Moving Walkways

Temporary Toilets Caulking (Interior) Conveyors

Temporary Electric Expansion Joint Systems

Installation

Electrical

Fencing Glass and Glazing (Exterior) Plumbing

Demolition Glass and Glazing (Interior) Temperature Control

Excavation Curtain Wall (Installation) HVAC

Shoring Tie Backs Skylights (Installation) Testing and Balancing

Dewatering Aluminum Framed Openings Sheet Metal

Trucking Operable Glazed Aluminum Walls Mechanical Piping (Installation)

Pile Driving Metal Panels (installation) Mechanical Rigging

Hoist Rentals Automated Building Entrances Pipe and Duct Insulation

Crane Rental Automated Exit Lane Systems Fire Sprinkler Installation

Hoisting and Rigging All-Glass Doors and Partitions Fire Detection and Alarm Systems

Scaffolding Rental and Installation Interior Storefront Audio Visual Installation

Pier Drilling Doors and Hardware Information Display Systems

Surveying Locksmith Telephone and Data Cabling

Earth Moving Access Doors and Panels Security System Installation

Site Utilities Overhead Coiling Doors and Grilles Electrical Transformers and

Switchgear

Concrete Operable Partitions Emergency Generators

Concrete Forming Furniture and Book Moving Computer Room Air Conditioning

Sheeting and Shoring Metal Stud Installation Public Art Installation

Reinforcing Steel (Installation) Drywall Install and Finish Video Wall Installation

Post-Tensioning General Interior Trades Metal Screening

Concrete Finishing Resilient Flooring Installation Parking Access/Revenue Control

Systems

Concrete Pumping Raised Computer Room Flooring Parking Availability Guidance

System

Masonry Acoustical Ceilings (Metal) Automatic Security Bollards

Cement Plastering Acoustical Ceilings (Other) Traffic Signage and Controls

Stone Cladding Acoustical Wall Panels Concrete Paving

Architectural Precast Concrete Stone and Solid Surface

Countertops

Asphalt Paving

Metal Deck Installation Terrazzo Pavement Marking and Striping

Structural Steel (Erection) Tiling Precast Prestressed Concrete

Installation

Miscellaneous Steel Erection Painting (Interior) Precast

Metal Stairs and Railings Painting (Exterior) Street Saw Cutting

Ornamental Metal Installation Carpeting (Install) Site Mast Lighting

Glass Handrail Installation Vinyl Wall Covering (Install) Landscaping

Column Covers Demountable Partitions Site Furniture

Metal Gratings and Walkways Toilet Partitions and Accessories Precast Concrete (Erection)

Blast Protection Specialties Furniture Installation Snowmelting Equipment

Column and Piping Protection Shelving Mechanically Stabilized Earth

Walls

Slotted Metal (Unistrut) Framing Signage Electric Vehicle Charging Systems

Rough Carpentry Dynamic Signage Passenger Boarding Bridges

Finish Carpentry Loading Dock Equipment Ground Services Equipment

Custom Millwork Building Maintenance Equipment Airfield Pavement and Marking

Architectural Woodwork Railway Specialties Airfield Lighting

Thermal Insulation Installation Baggage Handling System Triturator Installation

Exterior Sheathing Vehicle Cable Barriers Hydrant Jet Fuel Piping System

Air and Water Barrier Installation Sun Shades (Install) Preconditioned Air Systems

400-Hz Power System

3.3. Insurance Program Design and Marketing Scope of Services o Conduct a project risk assessment and identification of exposures to determine the need for special coverages.

o Design, market and implement the broadest insurance program at the most reasonable cost that adequately protects the Airport and all other parties against the risks arising out of the

TMDP construction projects.

o Represent the Department in all negotiations with insurers, underwriters, insurance regulatory authorities and all other parties with regard to the OCIP.

o Carefully check the wording and accuracy of each policy, binder, certificate, endorsement or other document received from insurers and obtain revisions in such documents when needed.

o Verify the accuracy of all rates and premiums charged.

o Promptly submit originals of all policies and endorsements to the Airport.

o Be available to answer questions from the Airport and the construction managers.

o Obtain answers from underwriters to policy-coverage questions.

o Attend meetings with the Department and project personnel when requested.

o Prepare and issue insurance certificates and endorsements as requested by the Department.

o Assure that insurance policies are placed with reputable and financially responsible insurers.

o At least 60 days prior to the program anniversary, submit a written report stating:

▪ Insured program earned premiums and insured and retained losses by coverage line

• Expected renewal terms and conditions and other indications of market conditions, trends and changes

▪ Identified problems in such areas as claims handling, safety hazards, uninsured risks, etc.

▪ Recommendations for improved program design and coverage

▪ Services performed, billed and planned

▪ Accounting of all income received from the Department and/or the insurer on the OCIP, and the method by which fees and commissions are calculated

3.4. Risk Control Scope of Services

o Continually monitor the Project's construction activities and loss exposures, evaluating risks to determine the needed level of risk retention and risk transfer, and recommend appropriate coverage changes or new coverages.

o Review and comment on insurer loss control activities and recommendations.

o Review legal contracts and advise the Airport on risk transfer implications.

3.5. Contractor Bidding Scope of Services

o Help the Department develop a contractors' bidding package with instructions that explain the

OCIP coverages and contractors' requirements.

o Thoroughly educate all contractors on all aspects of their participation in the OCIP.

o Participate with the Department and construction management personnel in pre-bid meetings to explain the benefits and purpose of the OCIP to contractors.

o Analyze contractors' bids to determine whether they follow the bidding instructions and whether premium deductions for the OCIP coverages are reasonable.

o Analyze contractors' bids to help the Department qualify contractors on the basis of their safety practices and experience modifications.

o Prepare and distribute to all contractors and subcontractors an OCIP manual that provides information about the insurance program, claims reporting, statistical record keeping and safety procedures.

3.6. Claims Management Scope of Services

• Design and management of overall claims management process Assist in selection of third-party claims administrator, if needed Monitoring of claim service providers' performance, if needed Development of reporting procedures by contractors.

• Monitor claims reporting procedures Quarterly claim review meetings.

• Interaction with the carrier, Airport and contractors regarding special claims investigation.

• Monitor carrier's loss information system.

• Claim review analysis and reserve analysis, including utilization of structured settlements

Assist the Department in the adjustment and settlement of claims arising from the OCIP.

• Conduct periodic claims reviews to ensure efficient claims handling by the insurer.

• Maintain accurate claim data on an accident date basis and provide the State with detailed reports.

• Recommend deductible levels appropriate to contractors for each claim. Assist the

Department in recovering deductible amounts from the respective contractors.

• Advise the Department on how coverage applies to specific claims.

• Arrange and negotiate fees for medical services near the project site for parties injured from the OCIP activities and utilize other cost containment procedures.

• Benchmark the OCIP claims against other large construction projects, similar OCIPs and industry averages, using OSHA data and the project's loss frequency and severity rates.

• Analyze and develop the OCIP losses to their ultimate level to determine potential dividends from the OCIP insurance program.

3.7. OCIP Administration Scope of Services

o Establish and implement Contractor Enrollment Process, Monitor and Track all enrollments and produce monthly reports. Establish a monitoring system to ensure all contractors are enrolled or covered by insurance by others.

o Establish guidelines for contractors to be enrolled and covered by insurance and those that would not be enrolled and insurance threshold for same. Example maybe companies making deliveries but not performing work on site.

o Track all insurance-related documents and retain organized, easily transferable records of all aspects of the OCIP program.

o Monitor the accuracy of contractor payroll reports and the workers' compensation premium calculations by the insurer.

o Secure and maintain up-to-date evidence of automobile liability and other required non- OCIP insurance coverages from all contractors.

o Coordinate the timely filing of required workers' compensation statistical reports.

o Verify the insurer's dividend calculations under any loss-sensitive insured plan.

o Make progress reports on the insurance program to the Department when requested.

o Prepare and present an annual written report for the Department on the progress of the

OCIP until the time when the OCIP is closed.

o Execute a written broker-services contract with the Department that defines the scope of services and performance standards.

3.8. Loss Control and Safety Scope of Services

o Assist the Department in developing a construction loss control program that includes:

• An inspection program

• A safety training program

• A safety manual

• First aid and injury programs o Assist the Department in engaging an experienced OCIP safety manager, as needed, to implement a coordinated loss control program.

o Interact frequently with the safety manager on issues of contractor safety compliance.

o Advise the Department on how it can best use the loss control resources of its OCIP insurer.

o Assist the Department in developing procedures for keeping detailed safety records.

o Assist the safety manager in analyzing the frequency, severity and causes of losses incurred on the OCIP.

o Assist the safety manager in developing crisis management and disaster control plans.

o Assist the safety manager in developing a construction safety incentive program for contractors.

3.9. Risk Management Information System Scope of Services

o Determine the risk management information systems ("RMIS") needs of the OCIP.

o Implement a RMIS that accurately interfaces with the systems of the OCIP insurers, especially with regard to claims.

o Promptly and accurately input the OCIP payroll, exposure, safety and contractor data into the RMIS.

o Prepare RMIS reports on a regular basis that keep the Department informed on the progress of the OCIP.

o Maintain contractor tracking logs that include:

o An alphabetical listing of all contractors, including name, address and telephone numbers o Lists of all contractors by tiers of relationships o Contract award dates, start-up dates and completion dates o Policy type, number, term, limits, insurer and coverage o Underwriting data by experience modification, estimated contract and payroll data, labor classifications, rates and lower tier contractor cost o A policy and form information tracking system to track receipt and transmittal of the policy forms of all contractors and insurance companies.

o Monthly payroll reporting.

o Exception reporting to identify contractors not in compliance with RMIS requirements.

o Financial information, including development/trending of losses, reserve analysis, retrospective rating/dividend analysis, records of transactions and other information as appropriate.

o Confirm that the RIMS can accurately import the OCIP insurer's claims and policy data.

o Confirm that the RMIS data belongs to the Department in case there are future changes in systems or vendors.

3.10. OCIP Close-Out Scope of Services

• Recommend to the Department on when and how the OCIP should be terminated and the program revert to the traditional insurance provided by contractors.

• Provide for and monitor the late reporting of claims arising from the OCIP.

• Recommend to the Department whether it should negotiate a lump sum buy-out of outstanding claims with its OCIP insurer.

• Recommend to the Department on how it should make the transition to its regular risk management program, paying special attention to design errors, construction defects and pollution exposures.

3.11. Minimum Qualifications of Firm

Each Firm, regardless of the form of its business entity, must meet the following requirements. Failure to meet all requirements may be cause for the rejection of a Statement. If Firm is a partnership or a joint venture, at least one general partner or constituent member must meet the requirements. Each Firm must:

A. Be licensed to do business in the State of Ohio and the City of Cleveland as a property and casualty insurance broker or agent and possess all applicable licenses, certificates, permits or other authorizations required by all federal, state and local governmental authorities, having jurisdiction over CLE and projects being undertaken

B. Provide evidence that Firm has a minimum of fifteen (15) continuous years of experience providing OCIP/CCIP insurance brokerage services.

C. Demonstrate previous experience in providing OCIP and/or Contractor Controlled Insurance

Program (“CCIP”) marketing and brokerage services and implementing an OCIP/CCIP at a minimum of three (3) Large-Scale public sector projects with program cost in excess of $1B.

D. Firm must be able to provide satisfactory evidence of financial stability and ability to provide adequate insurance for workers' compensation and employers liability, general and business automobile liability, contractor builder’s risk liability, subcontractor default, and professional errors and omissions liability procured from companies authorized to do business in the State of

Ohio and rated A-VII or above by A. M. Best Company or its equivalent. Refer to Section

Insurance Coverage Requirements for a schedule of required insurance coverages.

E. Provide a minimum of three bank and trade references and three professional references from current or previous projects.

3.12. Insurance Coverage Requirements

The Firm should provide insurance coverages that meet the following specifications:

Coverage Limits Deductible

Workers'

Compensation

Coverage A: Statutory Nil and

Coverage B: $2 million each employee/

$250,000 combined

$2 million each accident/

$2 million each disease

General Liability $5M/$10M landside/airside per occurrence

$5 million products/completed operations per occurrence

$250,000 combined

Annual reinstatement of aggregates

Business Automobile

Liability

$2M landside/airside per occurrence on-site

Excess Liability $25M excess of the primary policy

Nil

Builder’s Risk Contract Value $25,000

Subcontractor Default Contract Value $25,000

Professional Liability

$5 million per occurrence

$250,000 per occurrence

A. All policies to be provided by insurance companies authorized by the Ohio Department of Insurance to do business in Ohio and rated A-VII or above by A.M. Best Company or equivalent.

B. City and Department and EPM to be named additional insureds on all general and automobile liability policies.

C. All policies shall contain a waiver of subrogation wherein the insurer(s) waives all rights of recovery against the City of Cleveland and Department of Port Control. All policies shall be primary and non-contributory.

D. Liability insurance shall include coverage for damage of property of any nature in care, custody, or control of the contractor or any property over which the successful Contractor is directly or indirectly exercising physical control by reasons of the work to be performed. Such policy or policies shall include “Contractual Liability”, the "Explosion

Hazard", the "Underground Property Damage Hazard", and the "Collapse Hazard".

E. All insurance shall be carried without interruption to the end of the guarantee period.

Professional Liability insurance shall be maintained through the expiry of the Statute of

Repose period applicable to the covered work.

3.13. Firm and Service Office Qualifications and Experience

Your Statement must contain responses to the following questions and requests for information in the exact order shown along with any pertinent supporting information.

a. Provide a brief history and description of your firm or team. Discuss the qualifications, experience with OCIPs/CCIPs, scope, capability, recent mergers or divestitures and areas of specialization.

b. Describe your firm's and team's organization and the manner in which services will be furnished. Describe the size and location of the office(s) from which you would serve the Airport's OCIP. Describe what access the Department will have to your firm's senior management. Identify any subconsultants and their key personnel who you intend to incorporate into your team, and their anticipated responsibilities.

c. Describe the number, experience, qualifications and responsibilities of the personnel who would be working directly on the OCIP. Include an organization chart, resumes of all key personnel, particularly the account executives and safety personnel to be assigned. Indicate whether you are prepared to commit these resources on an ongoing basis and confirm that the identified key personnel will be available to the program as needed. List all OCIP experience for each team member with an emphasis on all similar experience in aviation projects. Describe any non-employee or independent contractor resources you would assign to the

OCIP.

d. Describe your firm's participation and expertise in public entity insurance program design and administrative services, particularly in Ohio, or as insurance broker for construction companies. Provide specific client references with names, addresses and telephone numbers of appropriate contacts. OCIP references are highly preferred.

e. Describe up to five (5) projects of similar size (large-scale in excess of $1B program cost) and scope to the TMDP for which your firm provided OCIP/CCIP marketing, program design, and administration services. OCIP and airport project experience is preferred. Provide specific client references with names, addresses and telephone numbers of appropriate contacts.

f. For each project listed for item "e", provide an estimate of the savings your OCIP/CCIP program provided relative to traditional insurance approaches and describe the methodology used for developing your estimates.

g. For each project listed for item 'f", describe the key safety related metrics achieved and how they compare to industry norms.

3.14. Management Methodology and Project Approach

The Firm’s Statement should provide a detailed description of management methodology and how your team will address each of the items below.

A. Describe briefly how you would address and accomplish each item listed in “Scope of Services” section.

B. Describe how you would propose to be compensated for brokerage and administrative services. If on a time-and-expense basis, indicate the hourly rates for anticipated assigned personnel. The Department prefers to compensate the OCIP broker on a fee basis or negotiated commission. If you believe commissions are preferable and more beneficial for the Airport for certain placements, please explain why and estimate your commission rates on anticipated coverages. Indicate whether any applicable minimum or maximum would apply to either fees or commissions. Specify which commissions would offset fees.

When estimating your broker compensation rates, assume that the Department will provide no safety or loss-prevention personnel. Current plans are that the insurer and/or the broker will provide OCIP safety resources.

C. Safety Consulting - Describe your approach to providing safety consultant resources to the program including whether full-time and/or part-time safety consultant personnel will be provided and the number of anticipated safety consultant FTE’s. Also describe how much safety consulting work would be expected to be provided by the OCIP insurer.

D. Insurance Marketing

• Describe your approach to OCIP insurance marketing services. Discuss briefly any distinguishing characteristics of insurance placements by your firm where your clients realized significant savings and how else your services benefited them. Describe your approach to OCIP administrative services, claims management, safety and loss control and risk management information systems.

• Describe your assessment of the current market conditions for OCIP's. List the major insurance companies (and contacts) with whom your firm has placed OCIPs/CCIPs. Identify any additional markets you would consider for insurance coverages and services under the OCIP/CCIP.

• Describe the methodology you employ in marketing OCIP's to insurance companies. Who on the team is responsible for this work? How many OCIPs/CCIPs have they actually marketed? How does your methodology maximize leverage in the markets.

E. Program Administration Plan

• Describe product/services and management innovations your firm has specifically "created" that make the customer's OCIP more competitive than other OCIPs?

• Describe the full range of administrative services your firm would provide and how each is necessary for the overall OCIP program success. Specifically describe your contractor enrollment, communication, administration and policy issuance process. If necessary for clarity, provide a work/task flowchart depicting your approach.

• Describe the formal documents that your firm will produce with respect to the roles, responsibilities, process, etc. for "the Project" and its contractors. What role do you see the "OCIP manager" playing in this developmental process?

• Describe communication that will be provided and by whom for; (a) pre-bid documents and meetings; (b) pre-construction meetings and contractor enrollment; (c) auditing compliance standards & (d) follow-up on monthly payroll reporting.

F. Risk Evaluation and Control

• Describe how your firm will identify and evaluate exposures covered by the OCIP. Include examples of any process used. Discuss loss control, safety and other technical services available from your firm. Describe how your firm will coordinate and supervise loss control and safety services for all parties. Describe what incentive plans you will propose for the contractors on the project. Be specific and show examples of previous plans and results.

• Describe your approach to analyzing the OCIP's safety needs and maximizing the return on "the

Project's" safety investment? Include in your discussion the roles of the owner, design/builder, CM, contractors of all levels, broker and insurance carrier.

• If there are coverages not listed in Section “Insurance Coverage Requirements” that your Firm believes should be included and/or if any specified coverage limits or deductibles appear out of industry norms that could adversely affect marketing, please identify them, discuss your reasoning, and provide alternate recommendations.

G. Claim and Information Management

• Describe your firm's construction claim management services as they relate to cost containment, loss mitigation and litigation management. Describe how your firm will coordinate claim administration services for the duration of the OCIP to ultimate closure.

• Describe your firm's worker’s comp claim management services as they relate to cost containment, loss mitigation and case management. Describe how your firm will coordinate claim administration services for the duration of the CIP to ultimate closure.

• Describe your OCIP risk management information system in detail. What types of data do you accumulate and how is it reported back to the "program manager"? Provide sample reports generated by your system. How may the Department access the information in the database?

H. PROCORE Project Management Information System

• The Department has set up a digital Project Management Information System (“PMIS”) for the

TMDP using the PROCORE platform. The intention is to have all TMDP team members utilize the PROCORE PMIS for program document and data storage and exchange, communications, reporting, schedule management, cost and budget management, program financial management, etc. Access to the PROCORE PMIS will be provided by the Department to each TMDP team member at no cost.

• Describe your firm's prior experience, if any, using a consolidated common project management information system platform on a large-scale project and what elements of the OCIP/CCIP were managed and maintained on the PMIS. PROCORE-specific experience is preferred. Discuss your willingness and abilities to incorporate use of the PMIS into the setup, management, and administration of the OCIP. Discuss issues and challenges you have experienced in integrating

OCIP management with a PMIS and how you would address them.

• Describe your firm’s experience and the experience and skills of staff proposed to provide services to the TMDP with PROCORE and with customizing and “power-using” PROCORE to integrate elements of OCIP administration, integrate Risk Management Information data and reporting, integrate claims reporting and management, etc. Discuss how you would set up your

OCIP administration to integrate with the PROCORE PMIS.

I. Performance Measurement and Compensation

• Describe your firm's construction claim management services as they relate to cost containment, loss mitigation and litigation management. Describe how your firm will coordinate claim administration services for the duration of the OCIP to ultimate closure.

• Describe your firm's worker’s comp claim management services as they relate to cost containment, loss mitigation and case management. Describe how your firm will coordinate claim administration services for the duration of the CIP to ultimate closure.

3.15. OCIP Program Relative Order of Magnitude (ROM) Probable Cost Estimate

Provide your best estimates of a probable ROM cost of the OCIP program for the Project term using the program scope description, insurance coverage specifications described in Section "Insurance Coverage Requirements", and hypothetical schedule, manpower tables, payrolls and exposures provided in the "OCIP ROM Template Exhibit". Describe your assumptions used in preparing the ROM estimate.

3.16. Airport Community Impact Plan

Cleveland is one of the most diverse cities in the State of Ohio and seeks to promote a robust community and economic impact for all. The Department is implementing a thoughtful, aggressive and industry-leading Airport Community Impact Plan for all projects associated with the TMDP. The Department is looking for Firms to demonstrate, in the Statements, their understanding and appreciation of this goal and to identify and describe how the Firm intends to utilize Cleveland-based resources throughout all aspects of their approach to successfully completing the project.

Through the entirety of the TMDP projects, the City has highlighted the following programming as anticipated elements of the Community Impact Plan:

• Underutilized subcontractor/subconsultant participation

• New subcontractor/subconsultant participation

• City of Cleveland resident worker participation

• Contractor and worker outreach / Job Fairs

• Unbundling / Bonding Support / Prompt Payment

• Transportation / Child Care / Worker Support

• On-Site Training and Underserved Neighborhood Training

• Local Student Outreach and Engagement / Aviation Career Outreach

• Internships / Apprenticeships

• Mentor-Protégé Programming

• Other Initiatives

The Community Impact Plan Statement will allow the Department to assess the Firm’s creativity, imagination and commitment to economic and community impact. Firms should provide a detailed project Community Impact Plan narrative that describes the Firm’s past and present approach to economic/community impact for workforce development.

The Statement shall include two (2) similar project examples that demonstrate the Firm’s past performance and history of achieving economic/community impact and workforce development goals.

Historically Underrepresented Contractors:

Firms are strongly encouraged to engage historically underrepresented contractors and consultants in the project team. This may be accomplished by partnering directly with another firm, or by utilizing firms as subconsultants as part of the project team. Firms should identify anticipated partner firms as part of the response, and complete the Office of Equal Opportunity (OEO) Schedules 1-4 documenting both the firms that will be working on the team and the good faith efforts to engage support firms.

Mentor/Protégé Programming: In lieu of direct engagement with historically underrepresented firms on the project, Firms may propose engagement in a Mentor/Protégé relationship with historically underrepresented firm(s) as an element of the Community Impact Plan. This Mentor/Protégé program should have specific goals and responsibilities, and an expected duration of the engagement. If a Firm chooses to utilize a Mentor/Protégé program to satisfy this expectation, a final Mentor/Protégé plan must be submitted to the Office of Equal Opportunity within 60 days following the execution of an agreement.

While a Firm does not need to identify specific subconsultants/subcontractors in their Statement submittal, the Firm shall identify the areas of work where certified subconsultants/subcontractors will be utilized on the project and the expected participation percentage of those subconsultants/subcontractors as part of its project Community Impact Plan. The selected Firm will be required to submit a list of subconsultants/subcontractors, to the Office of Equal Opportunity, for review and approval to ensure that the Firm is satisfying the obligations of its Community Impact Plan prior to subconsultants/subcontractors being engaged on the project.

The Firm’s proposed plan to bring vision to the Airport Community Impact Plan will become part of the

Contract of the selected Firm. The Firm shall delineate the strategies that the Firm will undertake to meet its commitments to the Cleveland Community Impact Plan both prior to and after any contract award.

Within 30 days of contract award, selected Firm shall meet with OEO to review and finalize its

Cleveland Community Impact Plan.

If some part of this project becomes federally funded, the requirements provided herein will be modified to take into account the requirements of federal law.

The Firm’s proposed plan to bring vision to the Cleveland Community Impact Plan will become part of the Contract of the selected Firm. The Firm shall delineate the strategies that the Firm will undertake to meet its commitments to the Cleveland Community Impact Plan both prior to and after any contract award.

3.17. Outreach Events

All Firms must affirm their commitment to supporting and/or participating in Department-sponsored outreach events aimed at attracting and educating small, minority, and female-owned companies on business opportunities with the Department as they arise.

The City reserves the right to modify the scope of services at any time before execution of a contract to add, delete, or otherwise amend any item(s), as it deems necessary, in its sole judgment, and in the best interest of the City.

3.18. Governance Program

Projects overseen by the EPM Team, including PM/CM staff, and the TDMP, will operate under the

Governance Program, approved by the stakeholders and incorporated into daily operations. The Firm shall adhere to the operational policy and procedures, which are designed for each team member, to provide support and documentation, as requested by the EPM and PM/CM and as required for the

Governance Program to make decisions. The Phase 1 landside Governance Program is described below.

This program may be revised to meet the needs of Stakeholders and TMDP as new phases are approved.

It should be noted that the Governance Program is not designed nor intended to concern itself with Firms’ day-to-day operations or means and methods in delivering the Project, but rather with program oversight and controls as described below and with securing ownership and stakeholder decisions necessary to progress the Project.

Phase I Parking Projects and Initial Design Governance

The Governance Structure has been adopted to provide accountability and transparency and encourages collaboration for the Phase I Parking Projects and Initial Design. The objectives, of this Governance

Structure, are to make informed decisions throughout execution of the Phase I Parking Projects and Initial

Design; to monitor cost, budget, funding, contracts, and their changes; for the City to receive and evaluate input from the Signatory Airlines; to document reporting processes and generate information for decision-making; and to demonstrate the City’s and the Signatory Airlines’ involvement in the day-to-day management of the Phase I Parking Projects.

Initial governance has been established with a two-level structure.

i. Initial Level: Project Team and TMDP Controls Group ("PCG")

The Project Team (“PT”) shall provide (i) oversight of the day-to-day implementation of the Phase I

Parking Projects and Initial Design and (ii) coordination with the Signatory Airlines. The PCG shall support the work of the EPM and PT but shall have no formal decision-making authority.

ii. Second and Final Level: Executive Steering Committee ("ESC")

The ESC represents the highest level of oversight and decision-making, manages necessary communications with internal and external stakeholders throughout the Phase I Parking Projects and may approve the use of Phase I Parking Projects owner contingency funds that exceed the PT’s approval authority. The ESC also has the ability, but not the obligation, to review and comment on the Initial

Design status updates and has the obligation to approve the Initial Design at appropriate milestones.

4. COMPENSATION AND INVOICING

1. General Services

Compensation for general services shall be based on hourly billing rates or fixed price based on support category of the individuals assigned to each task and approved reimbursable expenses as agreed upon during negotiation of the Agreement.

Billing rates shall remain unchanged throughout the life of this contract.

The Consultant shall be paid for services on a simple time-based method, or mutually agreed upon fee schedule based on project deliverables. The Consultant shall invoice each month based on the actual hours, and approved hourly billing rates expended for the services.

The Consultant shall submit its invoice for progress payment to the Department of Port

Control no later than the close of business on the Thirtieth (30th) Calendar Day of the Month following the month for which payment is requested. If the 30th calendar day would fall on a

Saturday, Sunday, or Holiday then the submittal shall be on the previous working day. The

Consultant shall not submit invoices more frequently than once per month.

Invoices shall include a cover page, summary table, detailed invoice per task, summary table of labor costs, timesheets, summary table of reimbursable, original receipts, and other information as deemed appropriate. Invoices shall include specific activities worked, on an hourly and daily basis by resource or task/deliverables.

Supporting information (receipts, timesheets, etc.) shall be attached in the appropriate section of the invoice in alphabetical then chronological order. For example, timesheets shall be attached alphabetically by individual name and chronologically by individual.

Each approved task shall be specifically identified and tracked.

Invoices not submitted in the approved format may be rejected and returned to the Consultant.

This includes incomplete information and missing documentation.

2. Payments To Subconsultants

Consultant is obligated to pay subconsultants within 10 days from the receipt of each payment the prime contractor receives from the City of Cleveland.

5. TERMS AND CONDITIONS

The following terms and conditions, substantially in the form contained herein, shall be included in the agreement between the City and the successful respondent. Please carefully review these terms and conditions. No specific response to this section is required.

5.1. Term

The term of this Agreement shall be for a period of nine (9) years.

5.2. Cancellation

This agreement may be canceled by the City at any time upon written notice to the Consultant.

5.3. Independent Contractor

Consultant and the City agree that Consultant is an independent contractor and not an employee of the

City and further agrees that Consultant shall be considered as such for all purposes. As such Consultants shall retain sole financial responsibility for all taxes due to federal, state or local governments or agencies on account of themselves, their employees, representatives or agents.

5.4. Equal Opportunity, MBE/FBE

The Consultant shall comply with all terms, conditions, and requirements imposed on a “Contractor” in the Equal Opportunity Clause, Section 187.22(b) of the Cleveland Codified Ordinances, and shall make the Clause part of every subcontract or agreement entered into for services or goods and binding on all persons and firms with which the proposer may deal, as follows: No Contractor shall discriminate against any employee or applicant for employment because of race, religion, color, sex, sexual orientation, national origin, age, disability, ethnic group or Vietnam-era or disabled veteran status. Contractors shall take affirmative action to ensure that applicants are employed and that employees are treated during employment without regard to race, religion, color, sex, sexual orientation, national origin, age, disability, ethnic group or Vietnam-era or disabled veteran status. As used in this chapter, “treated” means and includes without limitation the following: recruited whether by advertising or other means; compensated, whether in the form of rates of pay or other forms of compensation; selected for training, including apprenticeship, promoted, upgraded, demoted, transferred, laid off and terminated. Contractors shall post in conspicuous places available to employees and applicants for employment, notices to be provided by the hiring representative of Contractors setting forth the provisions of this nondiscrimination clause.

A copy of this Clause shall be made a part of every subcontract or agreement entered into for goods or services and shall be binding on all persons, firms, and corporations with whom the Contractor may deal.

Within 60 calendar days after entering into a contract, the successful firm, as Contractor, shall file a written affirmative action program with the OEO containing standards and procedures and representations assuring that the Contractor affords all qualified employees and applicants for employment equal opportunities in the Contractor’s recruitment, selection, and advancement processes. The forms can be found at: City of Cleveland OEO Forms

5.5. Cleveland Area Business Code

During performance of this contract, Consultant shall comply with any and all applicable requirements of the Cleveland Area Business Code, Chapter 187 and 187a.