PS-649_RFQ_REVISED_SCOPE_OF_WORK.pdf

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Attached to
Aviation Specialty Consultant Services
Solicitation number
26-102-RFP
Issued by
Orange County, Orlando City, Florida

About this file

This is a Request for Qualifications (RFQ) document issued by the Greater Orlando Aviation Authority (GOAA) for Aviation Specialty Consulting Services and Federal Governmental Relations Consulting Services to support International Air Service Development at Orlando International Airport (MCO) and Orlando Executive Airport. The RFQ seeks a qualified consultant or joint venture to provide comprehensive air service development consulting, including annual planning and review of ASD efforts, analysis of at-risk international flights, strategic development of routes to Asia (specifically Japan and China), international leakage studies, origin and destination market analysis, airline partnership recommendations, gate utilization reviews, economic and financial analysis, air cargo analysis, regulatory support, and litigation support services. The Federal Governmental Relations component requires the consultant to be located in the Greater Washington D.C. region and includes representing GOAA before governmental agencies, providing legislative expertise, maintaining industry relationships, and advising on bilateral and multilateral aviation policy issues. The RFQ was released on September 13, 2020, with a non-mandatory pre-submittal conference scheduled for September 22, 2020 at 3:00 p.m. Eastern Time. The deadline for submission of questions was September 25, 2020, with addenda released October 2, 2020. Sealed responses were due by 11:00 a.m. Eastern Time on October 13, 2020. The shortlisting by the Professional Services Committee was anticipated for November 11, 2020, with potential interviews on November 18, 2020, and Board recommendation on December 9, 2020. The initial contract period is thirty-six (36) months, commencing on or about January 1, 2021, with the Aviation Authority holding options to renew for two additional one-year periods upon mutual agreement.

The RFQ requires proposers to maintain professional liability insurance of $1,000,000 and general liability insurance of $1,000,000, along with automobile liability ($100,000/$300,000/$50,000), workers' compensation at statutory limits, and employers' liability coverage. Proposers must demonstrate at least ten years of experience in Aviation Specialty Consulting Services immediately preceding the RFQ date and must provide first-hand experience since January 1, 2015. The selected consultant will be bound by a restrictive covenant prohibiting acceptance of similar airport aviation specialty consulting agreements within a 150-mile radius of MCO during the contract term and for nine months following termination. The evaluation criteria include ability, qualifications, and experience of the proposer and engagement team relative to the scope of services (no predetermined relative weights), methodology and approach, knowledge of FAA and state regulations, familiarity with Aviation Authority needs, and background information including claims disclosures and references. Minimum requirements include Florida business registration, documentation of relevant first-hand experience, an affirmative statement of independence from the Aviation Authority, and written affirmation of the restrictive covenant agreement. The RFQ is non-exclusive, allowing GOAA to potentially contract with multiple consultants for similar services. MWBE and LDB/VBE participation is highly encouraged but not required, with no specific participation goals established. Compensation structure and specific fee amounts were to be negotiated and are referenced in Exhibit B of the Professional Services Agreement but not specified in this RFQ document.

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REQUEST FOR QUALIFICATIONS

PROFESSIONAL SERVICES

(PS-649)

AVIATION SPECIALTY CONSULTING SERVICES

& FEDERAL GOVERNMENTAL RELATIONS

CONSULTING SERVICES FOR INTERNATIONAL AIR

SERVICE DEVELOPMENT SUPPORT

ORLANDO INTERNATIONAL AIRPORT

ORLANDO EXECUTIVE AIRPORT

ORLANDO, FLORIDA

PS-649 AVIATION SPECIALTY CONSULTING SERVICES RFQ-1

TABLE OF CONTENTS Page Numbers

Advertisement RFQ - 3

1.0 Overview RFQ - 4

2.0 Scope of Services RFQ - 5 to RFQ - 8

3.0 Submission Requirements RFQ - 9 to RFQ - 13

A. Submission Instructions ..................................................................................................... RFQ - 9 B. Proposers Statement ......................................................................................................... RFQ - 9 C. Joint Venture ...................................................................................................................... RFQ - 9 D. Minimum Requirements ................................................................................................... RFQ - 10 E. Experience and Qualifications .......................................................................................... RFQ - 10 F. Specific Approach and Methodology ............................................................................... RFQ – 10 G. Transition Plan ................................................................................................................... RFQ-10 H. Claims Information ........................................................................................................... RFQ - 11 I. Engagement with Other Airports and Governmental Entities ........................................... RFQ - 11 J. References ........................................................................................................................ RFQ -11 K. Prior or Pending Convictions, Indictments, Investigations, Regulatory

Investigations and Conflict of Interest .............................................................................. RFQ - 12 L. Proof of Insurance ............................................................................................................ RFQ - 12 M. Minority and Women Business Enterprise and/or Local Developing/Veteran Business Enterprise

Participation Programs ..................................................................................................... RFQ - 12 N. Response Forms .............................................................................................................. RFQ - 13 O. Additional Information ...................................................................................................... RFQ - 13

4.0 General Requirements RFQ - 14 to RFQ - 19

A. Addenda to Request for Qualifications ............................................................................. RFQ - 14 B. Questions and Clarifications ............................................................................................ RFQ - 14 C. Tentative Schedule .......................................................................................................... RFQ - 14 D. Evaluation Criteria……………. ......................................................................................... RFQ - 14 E. Selection Process ............................................................................................................ RFQ - 15 F. Preparing Responses……………………………………………………………… ................ RFQ - 16 G. Communication During the Statement of Qualification Process ...................................... RFQ - 16 H. Insurance Requirements……………. ............................................................................... RFQ - 17 I. Rejection of Irregular Request for Qualifications .............................................................. RFQ - 17 J. Waiver and/or Rejection of Responses ........................................................................... RFQ - 18 K. Withdrawal of Request for Qualifications ........................................................................ RFQ - 18 L. Notice of Intent to Award Agreement .............................................................................. RFQ - 18 M. Independent Consultant Status and Compliance with Immigration Reform and Control Act ................................................................................................................ RFQ - 18 N. Non-Exclusive Services ................................................................................................... RFQ - 18 O. Public Entities Crimes ...................................................................................................... RFQ - 19 P. Scrutinized Company List ............................................................................................... RFQ - 19 Q. Proprietary Information .................................................................................................... RFQ - 19

PS-649 AVIATION SPECIALTY CONSULTING SERVICES RFQ-2

5.0 Response Forms RFQ - 20 to RFQ - 20

A. Proposers Warranty ......................................................................................................... RFQ - 20 B. No Response to Request for Qualifications ..................................................................... RFQ - 21

6.0 Agreement RFQ - 22 to RFQ - 41

A. Professional Services Agreement .................................................................................... RFQ - 22 B. Exhibit A: Scope of Services ........................................................................................... RFQ - 37 C. Exhibit B: Fees ................................................................................................................ RFQ - 40 D. Exhibit C: Insurance Requirements ................................................................................. RFQ - 41

PS-649 AVIATION SPECIALTY CONSULTING SERVICES RFQ-3

PROFESSIONAL SERVICES

(PS-649)

AVIATION SPECIALTYAVIATION SPECIALTY CONSULTING SERVICES

AND

FEDERAL GOVERNMENTAL RELATIONS CONSULTING SERVICES FOR

INTERNATIONAL AIR SERVICE DEVELOPMENT SUPPORT

ORLANDO INTERNATIONAL AIRPORT AND ORLANDO EXECUTIVE AIRPORTS

Pursuant to the policies and procedures of the Greater Orlando Aviation Authority (“Aviation Authority”), notice is hereby given that Request of Qualifications are invited from professional firms and individuals (“Proposers”) to submit qualifications for Aviation Specialty Aviation Specialty Consulting Services and for Federal Governmental Relations Consulting Services for International Air Service Development Support (PS-649).

The Aviation Authority is seeking a Consultant(s) to provide Aviation SpecialtyAviation Specialty Consulting Services (“Services”) along with a designated subcontractor or a joint venture, to provide Federal Governmental Relations Consulting Services for International Air Service Development to support to the Aviation Authority for the Orlando International Airport (MCO). and Orlando Executive Airport.

The Awarded Consulting Firm will agree that it shall be bound by a restrictive covenant for exclusivity of services and noncompetition, which shall forbid it from accepting similar airport Aviation Specialty Aviation Specialty Consulting agreements/contracts within a 15090-mile radius of MCO.

Sealed responses will be received by the Greater Orlando Aviation Authority until 11:00 a.m.

Eastern Standard Time on Tuesday, October 13, 2020.

The Scope of Services, Request for Qualifications, Submission Requirements, General Requirements, and Form of Agreement will be available on Sunday, September 13, 2020-, and may be downloaded by visiting the AirportLink website at http://AirportLink.perfect.com

A Non-Mandatory Pre-Submittal Conference will be held at 3:00 p.m. Eastern Time on Tuesday, September 22, 2020. Information on how to attend the Pre-Submittal Conference is listed in the Request for Qualifications document on AirportLink.

The professional services referenced in this Advertisement are subject to approval by the Aviation Authority prior to any work or services being performed. The Aviation Authority reserves the right to waive any informalities or irregularities or reject any and all Submittals.

GREATER ORLANDO AVIATION AUTHORITY

By: Carson GoodTim Weisheyer

Aviation Authority Chairman

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PS-649 AVIATION SPECIALTY CONSULTING SERVICES RFQ-4

1.0 OVERVIEW

Submittals for professional services for the Orlando International Airport and Orlando Executive Airport will be received by the Greater Orlando Aviation Authority ("Aviation Authority").

The Aviation Authority is soliciting interested parties as specified in this Request for Qualifications (“RFQ”) to submit their Statement of Qualifications (“SOQ”) to be evaluated and ranked with the Aviation Authority’s Professional Services Committee (“PSC”) for providing Aviation SpecialtyAviation Specialty Consulting Services and Federal Governmental Relations Consulting Services (PS- 649).

It is the intent of the Aviation Authority to evaluate the SOQs based on the experience and qualifications detailed in the submission requirements that demonstrate that the Proposer has provided, and is capable of providing the Scope of Services. Award, if made, will be to the responsible and responsive Proposer submitting the SOQ, which is deemed by the Aviation Authority, in its sole discretion, to be the most highly qualified to the Aviation Authority, after considering the evaluation criteria as detailed in the General Requirements.

The Awarded Consulting Firm will agree that it shall be bound by a restrictive covenant for exclusivity of services and noncompetition, which shall forbid from accepting similar airport Aviation Specialty Aviation Specialty Consulting agreements/contracts within a 90150-mile radius of MCO.

It is the Consultant's practice to serve multiple clients within industries, including those with potentially opposing interests. Accordingly, the Consultant may have served, may currently be serving or may in the future serve other clients whose interests may be adverse to those of the Authority. In all such situations, the Consultant is committed to maintaining the confidentiality of each client's information and will abide by non-disclosure procedures (such as firewall protocols and other safeguards) to ensure that all confidences are protected. In no event, however, shall Consultant provide any air service development work to any airports within a 15090-mile radius of MCO during the term of this Agreement or for nine (9) months following the end of this Agreement, either through expiration or termination.

Interested Proposers are requested to submit their SOQs in accordance with the Submission Instructions (Section 3) of the Submission Requirements. Any SOQ received after the date and time specified will not be considered.

The Agreement period, if an Agreement is awarded following the RFQ process, will be for thirty-six

(36) months with the initial service to commence on or about January 1, 2021-, and with the Aviation Authority having options to renew the Agreement for two (2) additional periods of one (1) year each upon mutual agreement. The agreement between the successful Proposer and the Aviation Authority will be non-exclusive.

A Pre-Submittal Conference will be held Tuesday, September 22, 2020 at 3:00 p.m. Eastern Time via a GoToMeeting.

Please join my meeting from your computer, tablet or smartphone.

https://global.gotomeeting.com/join/209835125

DIAL IN FOR AUDIO (REQUIRED):

United States (Toll Free): 1 866 899 4679 United States: +1 (571) 317-3116

PS-649 AVIATION SPECIALTY CONSULTING SERVICES RFQ-5

Access Code: 209-835-125

If participating in the Pre-Submittal Conference, participants are respectfully requested to RSVP to PS649@goaa.org with their company name and contact information. The call will include a review of the RFQ package with a question and answer period. Attendance at the Pre-Submittal Conference is not mandatory but is strongly encouraged. Proposers are expected to be familiar with the RFQ package and to provide the Aviation Authority with any questions regarding the RFQ at the Pre-Submittal Conference. Following the Pre-Submittal Conference, minutes may be electronically downloaded by visiting AirportLink’s website at http://AirportLink.perfect.com.

The Aviation Authority reserves the right to waive any informalities or irregularities of SOQs, to request clarification of information submitted in any SOQ, to request additional information from any Proposer, or to reject any or all SOQs, and to re-advertise for SOQs. The Aviation Authority also reserves the right to extend the date and time period during which it will accept SOQs.

Proposers should note Section D, General Requirements, describes irregularities in SOQs that may cause them to be rejected by the Aviation Authority. Included in these irregularities are those such conditions, limitations, or unauthorized alternative SOQs which may require the Aviation Authority to reject a SOQ. You are strongly urged to seek the Aviation Authority’s written advice BEFORE you submit a Proposal containing any of the irregularities described in Section D, General Requirements.

PS-649 AVIATION SPECIALTY CONSULTING SERVICES RFQ-6

2.0 SCOPE OF SERVICES

It is the intent of the Aviation Authority that a Consultant will provide the services specified in this RFQ. The Aviation Authority intends to select the Consultant that it deems to be responsible and responsive, and the most highly qualified to the Aviation Authority to perform the required services after considering the evaluation criteria, in its exclusive discretion. The selected Consultant shall perform, for and on behalf of the Aviation Authority, Aviation SpecialtyAviation Specialty Consulting Services and Federal Governmental Relations Consulting Services for International Air Service Development Support for the Orlando International Airport and Orlando Executive Airport, which may include but not be limited to the following:

A. AVIATION SPECIALTAVIATION SPECIALTY CONSULTING SERVICES:

1. Work with GOAA/MCO staff to conduct annual planning and review of Air Service Development (ASD) efforts.

2. Review of existing air service development presentations and ASD and proposed GOAA prepared ASD airline route development marketing presentations. Provideprovide on-demand input and recommendations to GOAA regarding the ASD presentations and needed elements to enhance their effectiveness and marketability.

3. Understand the impact of the changing global economic environment including COVID-19 and its’ impact to Orlando International Airport (MCO) ASD including the changing traveler demographics and travel patterns as historical data becomes less indicative.

4. Provide ongoing direction, tactical, input, validation, and recommendation for MCO

ASD.

5. Develop analysis of at-risk international flights. Identify the airlines’ weak or weakening MCO flights.

6. Advance strategic ASD efforts for MCO to secure a direct flight to a market in Asiawith both Japan and China.

7. Analyze route performance and recommend opportunities to increase passenger and cargo flights, recommend new passenger and cargo airlines, and recommend routes projected to be financially viable. The Proposer shall use, but not limit, the following considerations when making recommendations to the :

Historic and forecasted volumes, service patterns and seasons for international and domestic routes

Traffic and revenue forecasts for new operations based on QSI factors, including total passengers, projected load factors, yield analysis, stimulation, market share, estimated operating costs and potential route profitability

Historic and comparative data and analysis showing why MCO represents a strong opportunity for a targeted carrier to provide service on specific route(s)

6.8. The duties herein demand on the part of the Proposer, highly qualified analysts who have access to such multiple sources, including access to and experience with mobile data and, other resources for capturing the most relevant and appropriate information in order to increase air carrier operations at Orlando International Airport.

Preference may be given to Proposers who demonstrate competence and history with mobile data collection and interpretation relative to airline passengers as well as cargo

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PS-649 AVIATION SPECIALTY CONSULTING SERVICES RFQ-7

leakage and ground transportation between airports within a defined radius of Orlando International Airport.

7.9. Develop an annual international leakage/catchment study. when requestedWhen requested..

8.10. Assess the need for ongoing on-demand MCO Origin & Data (O&D) service gap analysis.

9.11. Analyze O&D market access compared to market demand including analysis of passenger and schedule data to understand popular destinations and the routings and timings of currently available flights.

10.12. Identify obstacles MCO needs to overcome to further develop international route expansion by airline partnerships. Recommend strategies and next steps needed to increase various airline partners to launch new service to MCO from their respective hubs.

11.13. Support GOAA at ASD related conferences and/or airline headquarters meetings when requested.

12.14. Provide, when requested, introductions to airline network planning executives.

13. Provide Comprehensive review of gate utilization at MCO when requested. The analysis evaluates a number of aspects, including overall and seasonal gate use patterns;

airport lease structures; competitive access; gate use policies and gate utilization monitoring process. Evaluation of peak periods, domestic and international utilization of the airsides.

14.15. Provide Economic and Financial Analysis when requested on scenarios impacting MCO current or future operations.

15.16. Provide air cargo analysis including Commodity Flow Analysis, Hub Location Analysis, Mode-Split Modeling, All-Cargo Service Studies and Carrier Presentations.

16.17. Provide regulatory support including Route Case

Preparation/Presentation, Case Strategy Development, Expert Testimony and Supporting Exhibits Antitrust Analysis and Support, Aircraft Operating Rules, Regulatory Accounting and Reporting, Government Regulatory Policy Analysis and Environmental Policy Analysis.

17.18. Provide litigation support including Federal, State, and Administrative

Proceedings, Arbitration Cases, Preparation of Economic Evidence and Analysis, Expert Reports and Testimony in both Private Litigation and Administrative Cases and U.S. Administrative Tribunals: DOT, DOJ, FAA.

18. Coordinate efforts with and assist in coordination among Co-Consultants (if more than one is chosen), the Authority's Chief Executive Officer, members of the Authority staff and other designated interests to develop and implement a strategy for obtaining new and enhanced charter and scheduled international air service to and from MCO.

B. FEDERAL GOVERNMENTAL RELATIONS CONSULTING SERVICES FOR

INTERNATIONAL AIR SERVICES DEVELOPMENT SUPPORT

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PS-649 AVIATION SPECIALTY CONSULTING SERVICES RFQ-8

Due to the nature of this scope of services, the awarded Co-Consultant is required to be located in the Greater Washington D. C. region.

1. Represent GOAA at its sole discretion, before governmental agencies of the United

States or of foreign governments in connection with international route proceedings and related matters.

2. Provide excellent skills in writing and editing legislative language, talking points, letters and advocacy papers. Also, ability to orally brief GOAA senior management and other contacts on state of play, summarizing all positions.

3. Extensive knowledge of aviation industry, both commercial aspects and regulatory.

Networking skills and contacts with related individuals, including journalists, airport and airline representatives, Capitol Hill staff, US Department of Transportation, State Department, FAA and US and international regulators.

4. Industry relationship building assistance including foreign governments and key officials at Embassies of key air service target countries.

5. Share relevant intelligence with the GOAA CEO and/or Senior Director of Marketing

& Air Service Development regarding bilateral and multilateral issues; and relevant public policy and regulatory issues.

6. Identify issues that present an opportunity for MCO to earn goodwill with potential air service target carriers by supporting good public policy positions important to them.

7. Work with airport officials to identify opportunities consistent with current international air service rights, and identify when such rights need to be broadened to make targeted opportunities possible.

8. Monitor and advise on industry commercial developments, as well as regulatory and policy developments, that may impact the airport’s ability to attract new air service from targeted airlines.

9. Provide periodic status reports or presentations as may be requested from time to time by the Authority Board, CEO or their designee.

10. Coordinate efforts with and assist in coordination among Co-Consultants (if more than one is chosen), the Authority's Chief Executive Officer, members of the Authority staff and other designated interests to develop and implement a strategy for obtaining new and enhanced charter and scheduled international air service to and from Orlando International Airport ("MCO").

C.A. ADDITIONAL SERVICES

If during the contractual period additional services are needed, the selected Consultant (s) may, at the option of the Aviation Authority, be engaged to perform these additional services. The selected Consultant, shall upon receipt of the written request from the CEO, perform such additional services based upon the hourly rates in the Professional Services Agreement. All additional work will be

PS-649 AVIATION SPECIALTY CONSULTING SERVICES RFQ-9

documented by amendment to be approved following Aviation Authority policies, prior to the performance of any additional services.

* * * * * * * END OF SCOPE OF SERVICES* * * * * *

PS-649 AVIATION SPECIALTY CONSULTING SERVICES RFQ-10

3.0 SUBMISSION REQUIREMENTS

In order to maintain comparability and enhance the review process, SOQs must be organized in the manner specified below.

A. SUBMISSION INSTRUCTIONS:

Sealed SOQs will be received at the Greater Orlando Aviation Authority, Orlando International Airport, Purchasing Office, 8652 Casa Verde Road, Building 811, Orlando, Florida 32827-4338 until 11:00 a.m. Eastern Time on Tuesday, October 13, 2020. SOQs may be delivered prior to the above time and date. SOQs transmitted electronically or by facsimile will not be accepted. Any SOQ received after the time and date specified will not be considered, but will be returned unopened.

The SOQs must be submitted in a sealed package which shall be clearly marked “Request for Qualifications for Aviation Specialty Consulting Services and Federal Governmental Relations Consulting Services for International Air Services Development Support (PS-649)”. The original SOQ shall be clearly marked “Original”. Six (6) additional copies of the SOQ should also be included with the Original. Additionally, an exact electronic* copy of the SOQ should be included with the Original on an individual electronic USB Flash Drive.

Submittal in PDF format shall have navigational bookmarks inserted in lieu of any tabs required in the hard copy. The entire submittal shall not exceed a single USB Flash Drive. In cases where there are discrepancies between the electronic PDF and hard copy, the hard copy shall take precedence.

Submittal responses shall include the information requested below in a single volume, with each response tabbed, numbered and ordered in the same manner as provided in this RFQ. The information should be submitted on one-sided 8.5 X 11 inch pages in Arial font with no smaller than 10-pitch font, excluding resumes, charts, reports, examples, and case studies.

EACH PROPOSER SHALL SUBMIT THE FOLLOWING INFORMATION:

B. PROPOSERS STATEMENT OF THE FOLLOWING:

The Proposer shall include the legal name, address, and authorized signature of the proposing firm who will sign the Agreement for Aviation Specialty Consulting Services (the “Agreement”) (if such Proposer is awarded the Agreement), together with the following information regarding the Proposer:

1. Contact name of individual responsible for account (“Lead Individual”).

2. Address of office that will handle account (the “Proposing Office”).

3. Telephone number of the Lead Individual or office that will handle the account.

4. Email address of the Lead Individual.

5. Type of organization (corporation, sole proprietor, partnership, other).

6. Federal employer identification number.

C. JOINT VENTURE OR PARTNERSHIP

A statement declaring the type of business relationship the Proposer will use (a joint venture or other form of business relationship) to perform the services. If the Proposer is a joint venture or partnership, the Experience and Qualifications in Section E may be satisfied by the Joint Venture or Partnership entity. Please state whether the entity is currently in existence, is being formed specifically for this project, or whether it will be formed upon award. If the Joint Venture is formed specifically for this agreement/project or will be formed upon award, please provide a copy of the Joint Venture or Partnership Agreement with the SOQ.

PS-649 AVIATION SPECIALTY CONSULTING SERVICES RFQ-11

D. MINIMUM REQUIREMENTS:

In order to be considered for evaluation, the Proposers shall demonstrate sufficient capacity, ability, resources, and experience to provide Aviation Specialty consulting services as required by the Aviation Authority. At a minimum, each Proposer shall provide the following:

1. Proposer must certify in writing with its SOQ that Proposer will be registered to do business in the State of Florida, prior to award. If already registered provide a copy of such registration to the Aviation Authority with the SOQ submission.

2. Provide documentation that demonstrates Proposer has had first-hand experience since January 1, 2015, in providing the Scope of Services described herein.

3. Proposer shall provide an affirmative statement that it is independent of the Aviation Authority.

4. Proposer shall provide a written statement affirming that by submitting a response to this RFQ, the Proposer and its team members will agree that it shall be bound by a restrictive covenant for exclusivity of services and noncompetition, which shall forbid from accepting or maintaining similar airport Aviation Specialty Consulting agreements/contracts within a 15090-mile radius of MCO.

E. EXPERIENCE AND QUALIFICATIONS:

1. As part of the SOQ, Proposer shall include a narrative of the experience and qualifications of the Proposer, sub-consultant, and all the Engagement Team members relative to the Scope of Services.

2. The Proposer shall include an organization chart and resumes of the individuals on the Engagement Team and clearly identify the proposed role for each.

3. The Proposer shall identify the Lead Individual to be assigned to the Aviation

Authority’s account who is capable and has at least ten years of experience with Aviation Specialty Consulting Services and Federal Relations immediately preceding the date of this RFQ.

F. SPECIFIC APPROACH AND METHODOLOGY:

The Proposer shall provide a written description of the Proposer’s approach and methodology to the Scope of Services. The Proposer shall include a concise description of the Proposer’s services.

1. Provide a written and dated case study prepared to demonstrate the Proposer’s approach.

2. Provide documentation that demonstrates the Proposer’s experience with Air Service

Development consulting, and Federal Governmental Relations consulting with regard to international air service.

2.

3. Proposer shall provide evidence that it is familiar with the requirements of this RFQ and the specific consulting specializations to which it refers. Proposer shall identify the types of aviation related projects that they have assisted with, and their role.

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G. TRANSITION PLAN

Proposer shall submit a detailed transition plan with its SOQ. This plan shall describe in detail the process that would be followed to implement the services to be provided pursuant to the Scope of Services. This plan shall also include time frames and information that would be required for such services to be fully operational and include a sample timeline (with an explanation of how this timeline would be used in the transition process.)

H. CLAIMS INFORMATION:

Disclose all lawsuits, arbitrations and claims filed or raised by or against the Proposer over the last five (5) years, specifically identifying:

The project involved.

The parties involved.

The nature of the claim(s).

Amount at issue.

Disposition or status.

Litigation, case style, number, and jurisdiction.

NOTE: If the Proposer is a joint venture or partnership, which is not currently in existence, the above-requested documentation shall be submitted from each entity of the proposed joint venture or partnership.

I. ENGAGEMENTS WITH OTHER AIRPORT(S) AND GOVERNMENTAL ENTITIES:

The Proposer shall provide a brief description of the Proposer’s engagement with other airports and/or governmental entities that demonstrates their experience providing Aviation Specialty Consultant services within the last five (5) years.

J. REFERENCES:

1. The Proposers’ references should demonstrate that it has the experience required, and reasonably has the reputation, to perform the Scope of Services described. It is the responsibility of the Proposer to provide references and information that most closely demonstrate experience with airport or public entity accounts of similar size, complexity, and risk exposure as the Aviation Authority.

2. The Proposer shall provide a minimum of three, but no more than five, references of airports and/or governmental entity clients of the Proposing Office that demonstrate:

(i) the Proposer satisfies the Minimum Requirements as described in Section D of the Submission Requirements; (ii) the Engagement Team has the experience to perform the services required by this RFQ; and (iii) establishes the reputation of the Proposer and the Engagement Team.

3. At a minimum, Proposer shall provide the following information for each reference:

a. Name

b. Address

c. Contact person

d. Telephone number and email address of contact person

e. Brief Description of Major Project Components

1) Overview of Work Performed

2) Challenges and Resolution

PS-649 AVIATION SPECIALTY CONSULTING SERVICES RFQ-13

3) Project Results

4) Project Timeline

5) Proposer’s Role and Team Member and summary of work preformed by Proposer. Indicate which team member(s) provided services.

f. Status (current or past client)

4. The Proposer shall provide a list of any clients to whom the Proposer has provided

Aviation Specialty Consulting Services on or after January 1, 2015, and to which any such services terminated prior to the end of the Agreement term. If services were terminated, the Proposer shall explain why.

K. PRIOR OR PENDING CONVICTIONS, INDICTMENTS, INVESTIGATIONS, REGULATORY

INVESTIGATIONS, AND CONFLICTS OF INTEREST

The Proposer shall provide a description of all prior or pending convictions, indictments, investigations, and regulatory investigations, either civil or criminal that relate to conducting Aviation Specialty Consulting Services, in which Proposer or its affiliates, subsidiaries, parent company, directors, senior officers, senior regional officers, the Lead Individual, or Engagement Team members have been involved with in the last five (5) years immediately preceding the date of Proposer’s response to this RFQ or an affirmative statement that there are none. The Proposer must also describe any conflicts of interest with the Aviation Authority that the Proposer’s firm has or may have and how that conflict of interest would be mitigated, or provide an affirmative statement that there are none.

L. PROOF OF INSURANCE:

Proposer shall include in the SOQ evidence of the Proposer’s ability to provide the insurance coverage, either by means of an existing policy or other verifiable proof (Agent/Broker commitment letter), as detailed in Section D, General Requirements, Paragraph 8, Insurance Requirements.

M. MINORITY AND WOMEN BUSINESS ENTERPRISE AND/OR LOCAL

DEVELOPING/VETERAN BUSINESS ENTERPRISE PARTICIPATION PROGRAMS:

1. All Proposers are hereby notified that they are highly encouraged to comply with: 1) the Minority and Women Business Enterprise (“MWBE”) program requirement as defined in the Aviation Authority’s MWBE Policy, and 2) the Local Developing Business/Veteran Business Enterprise (“LDB/VBE”) program requirement as defined in the Aviation Authority’s LDB/VBE Policy. The Policies, along with the certified MWBE and LDB/VBE Directories are available on-line at the Aviation Authority’s web site: http://www.orlandoairports.net/small_business.

2. The Aviation Authority has not set a MWBE or LDB/VBE participation goal for this

RFQ, however, MWBE and/or LDB/VBE participation is highly encouraged.

3. Proposers shall be solely responsible for confirming MWBE and LDB/VBE subconsultants' experience, capacity, certification and any other information related to the services.

4. Any MWBE and LDB/VBE certified firms are encouraged to propose. Despite not having any specific goals for this RFQ, the Aviation Authority may select one or more qualified MWBE and/or LDB/VBE firms for inclusion on the team, if such inclusion best meets the needs of the Aviation Authority in its exclusive discretion.

PS-649 AVIATION SPECIALTY CONSULTING SERVICES RFQ-14

5. Please indicate if your firm is MWBE or LDB/VBE certified, and include in an appendix documentation regarding certification. The Aviation Authority reserves the right, after the receipt of proposals, to request, review and consider additional information and documentation regarding MWBE and LDB/VBE certification.

6. For firms not currently certified as an MWBE or LDB/VBE firm by the Aviation Authority, the Aviation Authority’s Small Business Liaison Officer will accept certification from the following Directories:

a. GOAA Business Diversity Management System:

https://goaa.diversitycompliance.com/TN=goaa

b. Orange County:

http://apps.ocfl.net/orangebids/minorityvendorlisting/default.asp

c. City of Orlando: https://cityoforlando.mwdbe.com/

d. Office of Supplier Diversity (OSD): https://osd.dms.myflorida.com/directories

e. FDOT:

https://fdotxwp02.dot.state.fl.us/EqualOpportunityOfficeBusinessDirectory/Cu stomSearch.aspxn

7. Questions concerning the MWBE and LDB/VBE (DBE) program can be addressed to the Aviation Authority's Office of Small Business Development, Attn. Mr. George Morning, Director, Greater Orlando Aviation Authority, Orlando International Airport, 5850-B Cargo Road, Orlando, FL 32827; Phone: (407) 825-7130, Email:

george.morning@goaa.org, or to Mr. Somdat Jiawan, Manager, Small Business Programs, at Phone: (407) 825-3481, Email: sjiawan@goaa.org.

N. RESPONSE FORMS:

1. PROPOSER’S WARRANTY - The Proposer’s Warranty shall be completed and signed by the Proposer’s duly authorized representative. Failure to do so may cause the SOQ to be deemed as non-responsive.

2. NO RESPONSE TO RFQ - In the event a potential Proposer elects not to submit a SOQ, such potential Proposer should respond by completing and returning the “No Response to Request for Qualifications” form, advising the Aviation Authority of the reason for not submitting a SOQ.

O. ADDITIONAL INFORMATION

Additional information may be requested by the Aviation Authority by Addendum.

* * * * * * * END OF SUBMISSION REQUIREMENTS * * * * * * *

PS-649 AVIATION SPECIALTY CONSULTING SERVICES RFQ-15

4.0 GENERAL REQUIREMENTS

A. ADDENDA TO REQUESTS FOR QUALIFICATIONS:

Any response by Aviation Authority to a request by a Proposer for clarification or correction will be made in the form of a written Addendum. All parties whom have downloaded the RFQ packages will be sent a notification of the issuance of an Addendum by e-mail. The Addendum may be electronically downloaded from AirportLink, by visiting their web site at http://AirportLink.perfect.com.

However, prior to submitting its response, it shall be the responsibility of each Proposer to visit AirportLink’s website to determine if Addenda were issued and, if so, to obtain such Addenda.

B. QUESTIONS AND CLARIFICATIONS:

Proposers may request additional information or clarification with respect to this RFQ, in writing, until 4:00 p.m. Eastern Time on Friday, September 25, 2020. Questions concerning this RFQ shall be submitted in writing by e-mail to PS649@goaa.org. Questions received after the due date and time will not be answered.

C. TENTATIVE SCHEDULE:

Release Date September 13, 2020 Pre-Submittal Teleconference (3:00 p.m. Eastern Time) September 22, 2020 Deadline for submission of questions (by 4:00 p.m. Eastern Time) September 25, 2020 Release of Addendum October 2, 2020 Deadline for return of SOQs (by 11:00 a.m. Eastern Time) October 13, 2020 Shortlisting by Professional Services Committee* November 11, 2020 Interviews by Professional Services Committee (if needed)* November 18, 2020 Recommendation heard by the Aviation Authority Board* December 9, 2020

*Sunshine Meeting schedules are posted every week on the Aviation Authority website.

Due to the COVID-19, the Greater Orlando Aviation Authority is adhering to a business distancing operational plan. Please note that all Professional Services Committee meetings will be held virtually until further notice.

D. EVALUATION CRITERIA:

1. The Aviation Authority intends to select the responsible and responsive Proposer that is deemed to be the most highly qualified to perform the required services after considering the evaluation criteria, in its exclusive discretion. The evaluation criteria do not have any specific predetermined relative weight. The consideration of individual criterion is merely a tool to assist the Aviation Authority in determining which SOQ is deemed to be responsible, responsive, and the most highly qualified to perform the required services, as a whole, to the Aviation Authority, all factors being considered.

The relative advantages of a Proposer’s responses with respect to one criterion may outweigh shortcomings of that Proposer’s responses in one or more other criterion, depending on the relative disparities in the qualities of the responses in each criterion and the relative importance of certain criteria to each other, as determined in the exclusive discretion of the Aviation Authority.

2. The Proposer’s references should demonstrate that it has the ability and experience required to perform the Scope of Services. It is the responsibility of the Proposer to provide references and information that most closely demonstrate responsiveness to the Scope of Services.

PS-649 AVIATION SPECIALTY CONSULTING SERVICES RFQ-16

3. For all Proposers who satisfy the Minimum Requirements in Section 3 of the Submission Requirements, the Aviation Authority will consider the following items, in connection with its evaluation of SOQs. The Aviation Authority reserves the right to determine, in its sole discretion, the degree to which the Proposer’s demonstrated experience and qualifications are consistent with the size, complexity, and requirements of the Aviation Authority.

a. Ability, qualifications, experience, and reputation of the Proposer and Engagement Team with respect to the Scope of Services.

b. Proposer’s methodology and approach to perform the Scope of Services.

c. Proposer’s knowledge/familiarity with FAA and State regulations, policies, and procedures; and success of recent projects.

d. Familiarity and understanding of the Aviation Authority needs; corporate history and background in aviation consulting.

e. Background information and disclosures on the Proposer, including but not limited to, small business participation, references, office locations, claims and investigation disclosures.

E. SELECTION PROCESS:

1. Responses to this RFQ will be evaluated and ranked by the Professional Services Committee (PSC). The recommendation of the PSC will be considered by the Aviation Authority Board for award.

2. The PSC intends to shortlist no fewer than three (3) qualified Proposers, if reasonably possible. Among the factors that will be considered in selecting the Proposers who will be shortlisted are their qualifications, approach to providing the Services, ability to provide the required Services, prior experience on similar projects, their past performance with the Aviation Authority (if applicable), their past performance with other entities, and the responses to the inquiries set forth above. The Aviation Authority reserves the right to solicit from available sources relevant information concerning a Proposer’s past performance and may consider such information in its selection of shortlisted Proposers.

3. Shortlisted Proposers will be requested to provide proof of financial strength.

Proposers must provide most recent audited annual financial statements for the last two years in order to evaluate the Proposer’s ability to perform these services. If audited annual financial statements are not available, provide balance sheets, income statements, and cash flow statements for the last two years.

NOTE: If the Proposer is a joint venture or partnership, which is not currently in existence, the above-requested documentation shall be submitted from each entity of the proposed joint venture or partnership.

4. Shortlisted Proposers may be scheduled for a presentation and interview (either in-person or via virtual meeting) if required by the PSC. Following presentations and interviews, the PSC shall make a final ranking and select in order of preference, based on the above information and interview results, if any, in order to recommend the award to the Aviation Authority’s Board to the responsible, responsive, and in its sole discretion, deemed to be most highly qualified Proposer to perform the requested services.

PS-649 AVIATION SPECIALTY CONSULTING SERVICES RFQ-17

5. Following the Aviation Authority Board approval of the PSC ranking, the Aviation

Authority shall enter into negotiations with the top-ranked Proposer, in order to consummate a contract on terms that are fair, competitive and reasonable. Should the Aviation Authority be unable to negotiate a satisfactory contract with the top-ranked Proposer, negotiations with that Proposer shall be terminated. The Aviation Authority shall then undertake negotiations with the second-ranked Proposer, and if necessary, additional Proposers in accordance with the order of ranking. Upon successful completion of contract negotiations with a Proposer, the Aviation Authority shall have the right, but not the obligation, to award all or any portion of the services. The extent and scope of the Services, along with the fees for such services, will be subject to final approval by the Aviation Authority. The Aviation Authority intends, but is not obligated, to enter into a non-exclusive agreement with the highest ranked Proposer to perform the required Services described herein. The Aviation Authority reserves its right to award any or all of the advertised services subject to the availability of funding.

6. The Aviation Authority reserves the right to waive any informality in the SOQs, to reject any and all SOQs, and to re-advertise or elect not to proceed with the services for any reason. All recommendations and decisions regarding award of the services shall be made at open public meetings in accordance with the requirements of Florida Statute 286.011, and all interested parties are invited to attend such meetings.

7. For individuals who conduct lobbying activities with Aviation Authority employees or

Board members, registration with the Aviation Authority is required each year prior to conducting any lobbying activities. A statement of expenditures incurred in connection with those lobbying instances should also be filed prior to April 1 of each year for the preceding year. Lobbying any Aviation Authority staff who are members of any committee responsible for evaluating or ranking SOQs, and thereafter forwarding those recommendations to the Board, and/or any Board Members is prohibited from the time that this Request for Qualifications, is released to the time that the Board makes an award. As adopted by the Board on September 19, 2012, lobbyists are now required to sign-in at the Aviation Authority offices prior to any meetings with Staff or Board members. In the event a lobbyist meets with or otherwise communicates with Staff or a Board member at a location other than the Aviation Authority offices, the lobbyist shall file a Notice of Lobbying (Form 4) detailing each instance of lobbying to the Aviation Authority within 7 calendar days of such lobbying. As of January 16, 2013, lobbyists will also provide a notice to the Aviation Authority when meeting with the Mayor of the City of Orlando or the Mayor of Orange County at their offices. The policy, forms, and instructions are available in the Aviation Authority’s offices and the website. Please contact the Director of Board Services with questions at (407) 825- 2032.

8. The meetings of the PSC Committee and Aviation Authority Board are public meetings.

F. PREPARING RESPONSES

Each SOQ must contain the signature and title of the duly authorized representative of the Proposer on the Proposer’s Warranty. Failure to properly complete the information requested in this RFQ may result in rejection of a SOQ from consideration. It is important that each section of the SOQ is completed fully and that the SOQ includes a comprehensive and detailed description of the Proposer’s capabilities/experience, work performed and qualifications of the Engagement Team, as well as all other descriptions required by this RFQ.

PS-649 AVIATION SPECIALTY CONSULTING SERVICES RFQ-18

G. COMMUNICATION DURING REQUEST FOR QUALIFICATIONS PROCESS

In accordance with Aviation Authority policies, any communication directly or indirectly to seek to encourage any specific result in connection with an Aviation Authority selecting process, including but not limited to, written communications, any and all forms of electronic communications or messaging, including social media, oral communications either in person or by telephone, initiated by a Proposer or through a lobbyist, agent or third person, to any Aviation Authority staff and/or Committee/Board member who is a member of any committee constituted for the purposes of ranking Solicitations, making recommendations or making an award, is prohibited from the time that the Solicitation is released to the time that the award is made. An appropriate official or employee of the Aviation Authority may initiate communication with a Proposer in order to obtain information or clarification needed to develop a proper and accurate evaluation of the Solicitation.

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