RFP 250004 Financial Consulting Services..pdf

REQUEST FOR PROPOSALS

FOR

Financial Consulting Services

SOLICITATION NO. 250004

Action Date Time Issue Date 04/11/2025

Pre-Proposal Question Deadline (purchasing.questions@wcaa.us)

Reference RFP #250004 in all emails

04/18/2025 2:00 P.M

Proposal Deadline 05/02/2025 2:00 P.M Board Date** 05/21/2025

**Anticipated dates. Subject to change.

Proposal Submittal Location: https://www.bidnetdirect.com/mitn/wayne-county-airport-authority Registration and Submittal technical assistance: 1-800-835-4603 Monday – Friday, 8:00 am – 7:30 pm (Eastern Time)

Free and paid subscription registration options available

Procurement Contact: Alexander Hamdan, Solicitation Manager Phone: (734) 247-7900, Fax: (734) 955-5648 purchasing.questions@wcaa.us

All questions regarding this RFP must be submitted to the Procurement Contact at the above number and email address. Contact concerning this RFP with any other employee, officer or Board Member of the Airport Authority is not permitted during the solicitation process.

Description: Proposals are being solicited for the purpose of contracting for “on call” airport financial and other related consulting services for the Wayne County Airport Authority (Airport Authority). The contract will be for a term of three (3) year with 2 – one year renewal options.

It is the Proposer’s responsibility obtain and view all solicitation documents and addenda issued by the Wayne County Airport Authority (Airport Authority) for this RFP.

This RFP, all attachments and addenda are available via the Michigan Intergovernmental Trade Network (MITN) website at https://www.bidnetdirect.com/mitn/wayne-county-airport-authority, which is also where all Proposals must be uploaded and submitted through. Free and paid subscription registration options available. The documents may also be accessed via the Wayne County Airport Authority website at:

http://apps.metroairport.com/dtw_procurements_app/solicitations.aspx?mode=open, and then clicking on the desired solicitation name.

mailto:purchasing.questions@wcaa.us https://www.bidnetdirect.com/mitn/wayne-county-airport-authority mailto:purchasing.questions@wcaa.us https://www.bidnetdirect.com/mitn/wayne-county-airport-authority http://apps.metroairport.com/dtw_procurements_app/solicitations.aspx?mode=open

WAYNE COUNTY AIRPORT AUTHORITY Page 2 of 32

REQUEST FOR PROPOSALS #250004

04.04.2024

TABLE OF CONTENTS

SECTION 1 – GLOSSARY OF TERMS

SECTION 2 – INSTRUCTIONS & SPECIAL REQUIREMENTS

SECTION 3 – MINIMUM QUALIFICATIONS

SECTION 4 – PROJECT OVERVIEW & SCOPE OF WORK/SPECIFICATIONS

SECTION 5 – EVALUATION PROCESS AND SUBMITTAL REQUIREMENTS

SECTION 6 – KEY TERMS AND CONDITIONS

SECTION 7 – INSURANCE REQUIREMENTS

SECTION 8 – REQUIRED FORMS & ATTACHMENTS

SUBMITTAL DOCUMENTS CHECKLIST (not required)

PROPOSAL FORM

VERIFICATION OF MINIMUM QUALIFICATIONS FORM

PRICE FORM

PRICING SCENARIO

BUSINESS INFORMATION QUESTIONNAIRE

SAFETY VERIFICATION FORM

ATTACHMENTS INCLUDED AS SEPARATE DOCUMENTS (A – B)

WAYNE COUNTY AIRPORT AUTHORITY Page 3 of 32

SECTION 1 – GLOSSARY OF TERMS

To the extent included in this solicitation document the following are defined as:

1) Airports: Detroit Metropolitan Wayne County Airport and Willow Run Airport.

2) Air Trade Area (ATA): Michigan counties of Genesee, Lapeer, Lenawee, Livingston, Macomb, Monroe, Oakland, St. Clair, Washtenaw, and Wayne.

3) Board: the governing body of the Airport Authority.

4) Broker: a firm does not itself perform, manage or supervise the work of its contract or subcontract in a manner consistent with the normal business practices for contractors or subcontractors in its line of business.

5) Business: an individual, firm, vendor, association, corporation, limited liability company, partnership, joint venture, sole proprietorship, or other legal entity.

6) Certified Small Business Enterprise (SBE): Business certified by the Wayne Country Airport Authority as being headquartered within the ATA, and not exceeding the Small Business Administration (SBA) Size Standards.

7) Contractor: the successful awarded Proposer of a solicitation, who is legally bound to the contract.

8) Currency: All monetary references in this document are in U.S. Dollar.

9) Detroit Metropolitan Wayne County Airport or DTW: Detroit Metro Airport

10) Form of Agreement or FOA: the contract document for the solicitation.

11) Freedom of Information Act (FOIA): regulates and sets requirements for the disclosure of public records and defines when, how, and what information may be obtained from the Airport Authority by an interested party.

12) Holiday: the legal holidays observed by the Airport Authority. (New Year’s Day, Martin Luther King Jr.

Birthday, Friday before Easter, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving Day, Day after Thanksgiving, Christmas Eve, Christmas Day, New Year’s Eve)

13) Joint Venture: A partnership or other legal cooperative agreement between two or more persons or entities.

14) Metro Airport or DTW: Detroit Metropolitan Wayne County Airport.

15) Nonresponsible Proposal: a Proposal submitted in reply to an RFP issued by the Airport Authority, where the Proposer does not meet all required minimum qualifications or SBE goal requirements, if required, or is not in compliance with the Airport Authority’s requirements concerning ethics, debarment and/or arrearage.

16) Nonresponsive Proposal: a Proposal submitted in reply to an RFP issued by the Airport Authority, which does not conform to all material requirements of the RFP.

17) Notice of Award: written notification from the Airport Authority to the successful Proposer that they have been awarded the contract.

18) Notice to Proceed: written authorization from the Airport Authority to the successful Proposer to proceed with the work defined in the contract.

19) Partnership: an agreement under which two or more persons agree to carry on a business, sharing in the profit or losses, but each liable for losses to the extent of his or her personal assets.

20) Prevailing Wage: Local minimum wage and fringe benefit rates established by the U.S. Department of Labor to be paid to onsite laborers and mechanics on construction projects.

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21) Procurement and Contracting Ordinance (Purchasing Ordinance): the common name of the Wayne County Airport Authority Procurement and Contracting Ordinance, which is the policy governing procurement and contracting at the Wayne County Airport Authority.

22) Proposer: Business that submits a proposal in response to an RFP issued by the Airport Authority.

23) Proposal Guarantee: means security provided by a Proposer to the Airport Authority with a Proposal to guarantee that the Proposer will enter into a contract with the Airport Authority within the time specified in the RFP, based upon the substantive terms and conditions contained in the form of contract included in the RFP.

24) Reciprocity: an expedited application process available to firms headquartered within the Air Trade Area that are already certified as a small business with the Small Business Administration or maintains small business certification with any Public Agency located in the Air Trade Area (at the discretion of the Procurement Administrator).

25) Responsible Proposer: a Proposer who is qualified in all respects to fully perform the required services or to provide the required goods, and who possesses the integrity, experience and reliability necessary for good faith performance. A responsible Proposer meets the minimum qualification requirements and conforms to the Airport Authority’s requirements concerning ethics, debarment, arrearage, and where applicable, SBE participation goal.

26) Responsive Proposal: a Proposal timely submitted by a Proposer in reply to, and in conformity with all material requirements of a Request for Proposals issued by the Airport Authority.

27) Small Business Enterprise (SBE) Program - Program created by Wayne County Airport Authority to increase opportunities for qualified small businesses to participate on Airport Authority contracts that are not federally funded.

28) Subcontractor: Any person or business entity employed to perform part of a contractual obligation under the control of the principal contractor. Any supplier, distributor, or firm that furnishes supplies or services to a prime contractor or another subcontractor.

29) Willow Run or YIP: Willow Run Airport

WAYNE COUNTY AIRPORT AUTHORITY Page 5 of 32

SECTION 2 – INSTRUCTIONS & SPECIAL REQUIREMENTS

1) SOLICITATION INFORMATION AND QUESTIONS: Proposers are advised to review this document in its entirety and to rely only upon the contents of this RFP and accompanying documents and any written clarifications or addenda issued by the Airport Authority. THE AIRPORT AUTHORITY IS NOT RESPONSIBLE FOR ANY VERBAL INSTRUCTIONS. If a Proposer finds a discrepancy, error, or omission in the RFP or any accompanying documents thereto, the Proposer shall promptly notify the Procurement Contact noted on the Cover Page of this RFP, so that written clarification may be sent to all prospective Proposers. All questions must be submitted in writing by the pre-proposal question deadline. No contact with other Airport Authority employees, officers or Board members regarding this document is permitted throughout the solicitation process.

2) RFP MODIFICATIONS/ADDENDA: Clarifications or modifications may be made to this solicitation at the discretion of the Airport Authority. Any and all Addenda issued by the Airport Authority will be posted as noted on the Cover Page of this RFP. It is the responsibility of the Proposer to obtain from MITN any issued Addenda and to acknowledge the Addenda on the Proposal Form. If any changes are made to this solicitation document by any party other than the Airport Authority, the original document in the Airport Authority’s files takes precedence.

3) PROPOSAL DEADLINE / LATE SUBMISSIONS: The Proposal is due not later than the date and time listed on the Cover Page of this solicitation. The MITN system does not accept late proposals and will cut you off at the exact deadline date and time, so allow yourself plenty of time when uploading and submitting your Proposal. The deadline date may in some instances change during the solicitation issuance period. If any deadline date for submission changes, such change will be issued in a published Addendum to this solicitation prior to the deadline date indicated on the Cover Page of this solicitation.

4) SMALL BUSINESS ENTERPRISE (SBE) PARTICIPATION: The Airport Authority encourages participation from small businesses headquartered in the ATA on all non-federally funded contracts. SBE participation of at least twenty percent (20%) has been set as a goal on this solicitation. SBE participation can be achieved by a combination of any SBE prime contractor, subcontractors and/or suppliers. Responses including voluntary participation of 30% or more may be eligible to receive SBE Equalization Credits during the evaluation process. Details about the Airport Authority’s SBE Program, including equalization credits, the application forms, and a directory of current SBE companies may be found on the following website: Small Business Enterprises (SBE) | Wayne County Airport Authority (metroairport.com). For more information, please contact the Business Diversity Unit at business.diversity@wcaa.us or (734) 955-5785.

NOTE: WCAA SBE Certification status must be active as of the bid/quote deadline.

5) ELECTRONIC PROPOSAL SUBMISSION: Failure to submit a timely Proposal including: 1) a signature binding the offer; 2) a completed Price Form may result in your Proposal being deemed nonresponsive.

a) The Proposer is also to submit the following required information:

i) Electronic copy of the complete Proposal must be uploaded and submitted via the MITN website via https://www.bidnetdirect.com/mitn/wayne-county-airport-authority. The electronic file(s) submitted will be considered the original Proposal.

ii) Verification of Minimum Qualifications Form (or provide the required information to show the Proposer meets each of the Minimum Qualifications as listed in this solicitation document).

iii) Business Information Questionnaire https://metroairport.com/business/doing-business-wcaa/small-business-enterprise-sbe https://metroairport.com/business/doing-business-wcaa/small-business-enterprise-sbe mailto:business.diversity@wcaa.us https://www.bidnetdirect.com/mitn/wayne-county-airport-authority

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(1) Certification concerning Iran: The Proposer certified that its business neither (a) engages in investment activities in the energy sector of Iran, including the provision of oil or liquefied natural gas tankers or products used to construct or maintain pipelines used to transport oil or liquefied natural gas for the energy sector of Iran, nor (b) extends credit to another person or entity, if that person or entity will use the credit to engage in investment activities in the energy sector of Iran.

iv) Subcontractor Forms

(1) The Proposer must include information about each subcontractor that will be utilized in the contract. Subcontractors cannot be added or replaced after submittal of the Proposal without the prior written approval of the Airport Authority.

v) Proposer must be in Good Standing with the State in which their business is domiciled. The Proposer must certify on its Business Information Questionnaire that it is in Good Standing or not required to obtain such a certificate or otherwise register with that state. If the Proposer is domiciled outside of Michigan, the Proposer will also be required to be in Good Standing with the State of Michigan or certify on its Business Information Questionnaire that it is not required to obtain such standing or otherwise register with the State of Michigan. How to obtain information regarding obtaining a Certificate of Good Standing from the State of Michigan may be found at:

https://cofs.lara.state.mi.us/corpweb/HelpPages/OrderSystemInfo.aspx.

b) Submission of a Proposal establishes a conclusive presumption that the Proposer is thoroughly familiar with the Request for Proposals (RFP), and that the Proposer understands and agrees to abide by each and all of the stipulations and requirements contained therein.

c) All documentation submitted with the Proposal will become the property of the Airport Authority.

d) All costs incurred in the preparation and presentation of the Proposal is the Proposer’s sole responsibility; no pre-Proposal costs will be reimbursed to any Proposer.

e) Proposals must be held firm for a minimum of 180 days from the Proposal Deadline date of the

RFP.

f) The Airport Authority has the right to request samples from Responsive and Responsible Proposer.

The requested samples must be provided within two (2) business days of the request by the Airport Authority, or the Proposal will be considered nonresponsive.

6) ELECTRONIC PROPOSAL SIGNATURES: Proposals must be signed by an authorized official of the Proposer. Each signature represents binding commitment upon the Proposer to provide the goods and/or services offered to the Airport Authority if the Proposer is determined to be the most Responsive and Responsible Proposer. Properly authenticated electronic signatures are acceptable and shall be treated the same as if the signee had put pen to paper.

7) NO RFP RESPONSE (“No-Bid” Proposal): Proposers who receive this RFP but do not submit a Proposal are asked to submit a notice stating the reason(s) for not responding.

8) WITHDRAWAL: Proposals may be withdrawn or revised via the MITN website up to the deadline date and time. Proposals may not be withdrawn after the deadline for submission.

9) REJECTION OF PROPOSALS: Proposals will be rejected for the following reasons:

a) Proposer’s failure to submit all required information of RFP.

b) Proposer’s failure to meet minimum qualifications of RFP.

c) Proposer is in arrears or in default to the Airport Authority on any contract, debt, or other obligation.

https://cofs.lara.state.mi.us/corpweb/HelpPages/OrderSystemInfo.aspx

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d) Proposer is debarred by the Airport Authority or federal government (for federally funded contracts) from consideration for a contract award.

e) Proposer has committed a violation of the Airport Authority’s Ethics Ordinance which resulted in a termination of a contract or other material sanction within the two (2) years immediately preceding the date of issuance of this document.

f) Proposer has a contract or other relationship with a client that is determined by the Airport Authority to be a legal or business conflict that is unwaivable or that the Airport Authority, at its sole discretion, is unwilling to waive.

g) In the event a Proposer, including its subsidiaries, affiliated companies and franchises, submits more than one (1) Proposal, the Airport Authority, at its sole option, will have the right to determine which Proposal will be considered, or reject all such multiple Proposals.

10) CANCELLATION OF RFP The Airport Authority reserves the right to cancel this solicitation, in whole or in part, as well as reject any or all Proposals, or to accept or reject any Proposal in part, and to waive any minor informality or irregularity in Proposals received if it is determined by the Chief Executive Officer (CEO) or his designee that the best interest of the Airport Authority will be served by so doing. If the solicitation is cancelled or all Proposals are rejected by the Airport Authority, a notice will be posted on MITN.

11) PROCUREMENT POLICY: Procurement for the Airport Authority will be handled in a manner providing fair opportunity to all businesses. This will be accomplished without abrogation or sacrifice of quality and as determined to be in the best interest of the Airport Authority. The Chief Executive Officer has the vested authority to execute a contract, subject to Board approval where required.

12) CONTRACT AWARD AND CONTRACT EXECUTION: The Airport Authority reserves the right to award by item, group of items, or total proposed items, and to award more than one contract at its sole discretion, to the most Responsive and Responsible Proposer, or Proposers. The Airport Authority may, at its sole discretion, elect to award one, more than one or all packages or groups.

All contract award recommendations must be approved by either the Airport Authority’s CEO or Board.

The Proposer(s) to whom the award is being recommended will be notified and provided the Airport Authority’s contract for execution at the earliest possible date. If for any reason, the awarded Proposer(s) does not execute a contract within the time specified by the Airport Authority, then the Airport Authority may recommend award to the next most Responsive and Responsible Proposer.

A final Notice of Award, and if required, a Notice to Proceed, will be issued after completion of a fully executed contract.

If a Proposer requires an agreement beyond any agreement (e.g. Form of Agreement) required by the Airport Authority, or required as a part of this solicitation by the Airport Authority, the Airport Authority reserves the right to reject execution of any additional agreements required by the Proposer. In instances where the Airport Authority rejects execution of additional agreements that are required by the Proposer, the Airport Authority reserves the right to deem the Proposal as Nonresponsive, and to recommend award to the next most Responsive and Responsible Proposer.

13) FREEDOM OF INFORMATION ACT (“FOIA”) REQUIREMENTS: Proposals are subject to public disclosure after the Proposal Deadline in accordance with state law. For additional information, contact the Airport Authority’s FOIA Coordinator at FOIA@wcaa.us.

14) PROTESTS: A protest must be filed in writing and within the timeframes outlined in Section 9 of the Airport Authority Procurement and Contracting Ordinance. A copy of the Procurement Ordinance is available from Procurement Department at the Airport Authority, and accessed at:

mailto:FOIA@wcaa.us

WAYNE COUNTY AIRPORT AUTHORITY Page 8 of 32 https://www.metroairport.com/business/about-wcaa/important-documents

15) SECURITY BADGES: It is not anticipated that security badges are required; however, if restricted access is necessary under escort by the Airport Authority, individuals will be required to produce a valid government issued identification with a photograph. Information regarding the requirements, process and fees for obtaining a badge is available via: https://www.metroairport.com/business/dtw-airport-id-badges

16) AIRPORT AUTHORITY ETHICS ORDINANCE: To report an ethics violation or for more information, go to www.wcaa.ethicspoint.com or call 1-888-447-8643. To view or download the WCAA Ethics Ordinance, access the following link:

https://secure.ethicspoint.com/domain/media/en/gui/35303/ethics.pdf

17) PROOF OF INSURANCE REQUIREMENTS: The successful Proposer must submit proof that they meet all Airport Authority insurance requirements prior to receiving an executed contract and purchase order.

18) TITLE VI: The Wayne County Airport Authority , in accordance with the provisions of Title VI of the Civil Rights Act of 1964 (78 Stat. 252, 42 U.S.C. §§ 2000d to 2000d-4) and related Regulations, hereby notifies all Proposers that it will affirmatively ensure that any contract entered into pursuant to this advertisement, all businesses, including disadvantaged business enterprises OR airport concession disadvantaged enterprises, will be afforded full and fair opportunity to submit proposals in response to this invitation and will not be discriminated against on the grounds of race, color, or national origin in consideration for an award.

19) BROKER: The Airport Authority will not accept any Proposals from a broker. Any Proposer that is determined to be a broker will be deemed nonresponsive.

https://www.metroairport.com/business/about-wcaa/important-documents https://www.metroairport.com/business/dtw-airport-id-badges https://www.metroairport.com/business/dtw-airport-id-badges http://www.wcaa.ethicspoint.com/ https://secure.ethicspoint.com/domain/media/en/gui/35303/ethics.pdf

WAYNE COUNTY AIRPORT AUTHORITY Page 9 of 32

SECTION 3 – MINIMUM QUALIFICATIONS

1) MINIMUM QUALIFICATIONS: Proposers (specifically, the Business that will be contractually bound under the contract with the Airport Authority) will be deemed nonresponsible and rejected without any further evaluation if they as a Business do not meet the following qualifications:

a) The Proposer must have a minimum of seven (7) years’ experience providing financial consulting services for public and/or private sector entities.

b) The Proposer must have a minimum of five (5) years of direct working experience with the aviation industry with emphasis in airport financial matters; including having an in-depth understanding of airport operations, revenue and expense.

1) PREFERRED QUALIFICATIONS: The Proposer may be evaluated higher for the Experience and/or Qualification evaluation criteria, if they meet the minimum qualifications listed above and also have the preferred qualifications, listed below:

a) The Proposer has a minimum of ten (10) years of direct working experience in providing financial and general consulting services to airports.

WAYNE COUNTY AIRPORT AUTHORITY Page 10 of 32

SECTION 4 – PROJECT OVERVIEW & SCOPE OF WORK/SPECIFICATIONS

1) INTRODUCTION: Through this Request for Proposals (RFP), the Wayne County Airport Authority

(Airport Authority) hereby invites businesses that meet the qualifications set forth herein to submit Proposals for Consulting Services at the Wayne County Airport Authority.

2) GENERAL INFORMATION: The Airport Authority is a political subdivision and instrumentality of the

Charter County of Wayne, Michigan (the “County”), which owns the primary property comprising the Detroit Metropolitan Wayne County Airport (the “Airport”), and also owns Willow Run Airport (together, the “Airports”). Until August 9, 2002, the County operated the Airports. Pursuant to that part of the Aeronautics Code of the State of Michigan known as the Public Airport Authority Act, Public Act 90, Michigan Public Acts of 2002 (the “Authority Act”), the Airport Authority has sole operational jurisdiction of the Airports, with the exclusive right, responsibility and authority to occupy, operate, control and use the Airports.

The management of this contract will be the responsibility of the Financial Planning and Analysis Division, which is part of the Finance Department. Other areas of responsibility in the Finance Department include Treasury, Controller, Technology Services, Air Service Development and the management of the Airport hotel (the Westin). The Airport Authority has requirements to utilize the services of an airport consultant on a wide variety of projects. The financial consultant is most commonly involved in projects that require specialized areas of expertise where it is not cost effective to maintain such specific talent on staff, or where an independent third-party opinion is required for specific projects. The Airport Authority may also call on the financial consultant to perform work on a project where the demand for work exceeds the availability of the current staff. Examples of projects that have required use of a financial consultant in the last five (5) years include, but are not limited to, creation of long-term financial models, Passenger Facility Charge (PFC) application submissions, financial feasibility studies, and airport business plans. It is anticipated that future work assigned to the financial consultant will include some of the same projects listed. The determination of when the consultant will be utilized will be determined by the nature of the Airport Authority’s needs and the most cost effective solution to meet those needs. Estimates for potential projects will be requested from the consultant at such time the Airport Authority is considering their services. The determination of whether the project will require consultant services is at the sole discretion of the Airport Authority.

3) SCOPE OF WORK: The successful Proposer (Contractor) will be required to provide airport financial and other related consulting services on an as needed basis to the Airport Authority as tasks are assigned.

Airport financial and other related services may include, but are not limited to, the following specific tasks:

a) With respect to the Airport Authority’s revenue bond issues, preparation of the financial feasibility study, including the aviation demand study and participation on the Airport Authority’s financing team.

b) Assistance in preparation of financial plans related to the construction and financing of future capital projects.

c) Advise regarding the Airport Authority’s ability to maximize its use of the Federal Aviation Administration’s Passenger Facility Charge (PFC) program (e.g., participation in the preparation of PFC applications and the preparation of analyses related to the collection and use of existing and future PFCs at the Airport).

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d) Participate in the preparation of Airport Improvement Program (AIP) grant applications and Letter of Intent (LOI) applications.

e) Participate in Airline agreement development, negotiation and implementation, including the development of and calculation of airlines rates and charges methodologies.

f) Preparation of cost/benefit analyses and competitive assessments.

g) Preparation of analyses related to increasing Airport Authority revenues.

h) Review and analysis of cost allocation procedures used/recommended to match expenditures with funding sources for the Airport Authority’s Capital Improvement Program.

i) Provide assistance to the Airport Authority with Airport Planning (e.g., strategic planning, airfield/airspace planning, cargo facilities and operations planning, master planning, terminal area planning, etc.).

j) Give the Airport Authority the ability to access special skills or competencies, e.g., economics, operations research, benchmarking, economic impact studies, airfield simulation modeling, master planning, etc., not necessarily maintained within the Airport Authority on a full-time basis.

k) And other related services, such as, assist with special Airport Authority presentations to the Board, airlines or other key stakeholders and provide other financial or management services in connection with Airport operations or development, or as requested by the Chief Executive Officer and/or Chief Financial Officer of the Airport Authority.

WAYNE COUNTY AIRPORT AUTHORITY Page 12 of 32

SECTION 5 – EVALUATION PROCESS AND SUBMITTAL REQUIREMENTS

1) EVALUATION CRITERIA: All proposals timely received will be evaluated by an Evaluation Committee comprised, at a minimum, of Airport Authority representatives from three different operating divisions/departments. All proposals will first be evaluated for responsiveness, then responsibility. All responsive and responsible proposals will be evaluated on the following criteria, which are listed in descending order of importance:

a) Experience and Qualifications

b) Proposed Fees

c) Project Approach & Workplan/Timeline In addition, the Evaluation Committee also may consider the past performance of the Proposer on other contracts with the Airport Authority or other entities. The Airport Authority reserves the right to make such additional investigations as it deems necessary and may require the submission of additional information.

2) SHORTLISTING: The Airport Authority may shortlist the Proposers based upon responses to the above items. The Airport Authority will notify each Proposer on the shortlist, if such presentation is required. These presentations will provide an opportunity for the Proposers to respond to questions posed by the Evaluation Committee and to clarify their proposals through exhibition and discussion.

The Airport Authority will not reimburse oral presentation or any other costs of any Proposer.

3) GENERAL SUBMITTAL REQUIREMENTS:

a) ELECTRONIC MEDIA FILE(S), which will be considered an original Proposal. These files must be word-searchable portable document format (PDF) that permits the materials to be saved, viewed, printed and retransmitted by electronic means. Each of the “Tabbed” (bookmarked) sections shall be bookmarked in the PDF file.

b) PROPOSAL FORMAT AND CONTENT: Each proposal should be prepared simply and economically. Proposals shall be in the same order as listed in this Section and “Tabbed” (bookmarked) as follows to ensure the Evaluation Committee is able to easily locate the information requested in this solicitation.

Tab 1 – Forms:

The Proposer must fully complete and include the following forms, or the proposal may be deemed nonresponsive and rejected without any further evaluation.

i) A signature binding the offer (i.e. Proposal Form); and

ii) Price Form and Pricing Scenario, fully completed

iii) Verification of Minimum Qualifications Form (or provide the required information to show the

Proposer meets each of the Minimum Qualifications as listed in this solicitation document); and

iv) Business Information Questionnaire

a. Proposer must certify that it neither (a) engages in investment activities in the energy sector of Iran, including the provision of oil or liquefied natural gas tankers or products used to construct or maintain pipelines used to transport oil or liquefied natural gas for the energy sector of Iran, nor (b) extends credit to another person or entity, if that person or entity will use the credit to engage in investment activities in the energy sector of Iran;

and

v) Subcontractor Form

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Note: The Proposal must include information about each subcontractor that will be utilized in the contract. Subcontractors cannot be added or replaced after submittal of the proposal without the prior written approval of the Airport Authority.

Failure to include the following forms, fully completed, may result in your proposal being deemed nonresponsive and rejected without any further evaluation Tab 2 – Experience and Qualifications

i) Submit information that substantiates Proposer meets each and all of the minimum qualifications of this RFP. Complete the Verification of Minimum Qualifications Form or provide the required information for each minimum qualification listed. A reference contact or document that can verify that the Proposer has met the minimum qualifications is also required for each minimum qualification listed in this RFP.

ii) Describe how the Proposer meets or exceeds the preferred qualifications listed in this RFP.

(1) Include detailed resumes for everyone being assigned to the contract.

(2) List companies and/or municipalities that the individual(s) has worked with and projects the individual(s) have performed. Related to “on call” airport financial and other related consulting services.

iii) Describe your firm’s experience in the following areas related to the aviation industry, or to other public and/or private sector entities, as applicable:

(1) With respect to revenue bond issues, preparation of financial feasibility studies, including the aviation demand study and participation on financing team.

(2) Assistance in preparation of financial plans related to construction, financing, and use of future capital projects including but not limited to experience related to rental car facilities improvements.

(3) Advise regarding the ability to maximize its use of the Federal Aviation Administration’s Passenger Facility Charge (PFC) program (e.g., participation in the preparation of PFC applications and the preparation of analyses related to the collection and use of existing and future PFCs at an airport).

(4) Participate in the preparation of Airport Improvement Program (AIP) grant applications and Letter of Intent (LOI) applications.

(5) Participate in Airline agreement development, negotiation and implementation, including the development of and calculation of airlines rates and charges methodologies.

(6) Preparation of cost/benefit analyses and competitive assessments.

(7) Preparation of analyses related to increasing revenues.

(8) Review and analysis of cost allocation procedures used/recommended to match expenditures with funding sources for Capital Improvement Programs.

(9) Provide assistance with airport planning (e.g., strategic planning, airfield/airspace planning, cargo facilities and operations planning, master planning, terminal area planning, etc.).

(10) Assist with special presentations to an Airport Authority Board, airlines or other key stakeholders and provide other financial or management services in connection with airport operations or development.

iii) Describe the experience the Proposer has providing similar services, including the number of years in providing similar services.

iv) Describe your firm’s experience with preparing financial feasibility studies for inclusion in official statements for airport bond issues.

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v) Describe your firms experience in dealing with national capital markets including rating agencies, insurance providers and bond counsel. In addition to specific past experience in developing aviation demand studies, short and long term forecasts, strategic plans, and competitive assessments.

vi) Describe your firms experience in dealing with cost management studies, Capital Improvement Program administration, and operational effectiveness studies.

vii) Describe your firms experience working with the Federal Aviation Administration (FAA) practices and programs including Passenger Facility Charge (PFC) program.

viii) Provide at least three (3) references for similar projects, including name of establishment, full address, dates of service, contact name and contact telephone number for reference checks.

These references are in addition to references required on the Verification of Minimum Qualifications Form.

ix) Describe the experience and qualifications of key personnel and the Project Manager that will be assigned to this project. Include detailed resumes for each key personnel and Project Manager.

x) State your total dollar volume of business for each year for the past three (3) years.

xi) State whether any contracts to which the Proposer was a party has ever been terminated early.

If so, identify which ones and provide details.

xii) State whether Proposer is a party in a legal claim or lawsuit with any client as a result of

Proposer’s operation of a public service. If so, describe the issues.

xiii) State whether Proposer, or any entity in which Proposer has had an ownership interest, ever had a bond or surety canceled or forfeited. If yes, state the name of bonding company, date and amount of bond and reason for such cancellation or forfeiture.

xiv) State whether Proposer, or any entity in which Proposer has had an ownership interest, ever been declared bankrupt. If yes, state date, court jurisdiction, amount of liabilities and assets, type (i.e. Chapters 7, 11, 12, etc.), and resolution or current status.

xv) Proposer must be in Good Standing with the State in which their business is domiciled. The Proposer must certify on its Business Information Questionnaire that it is in Good Standing or not required to obtain such a certificate or otherwise register with that state. If the Proposer is domiciled outside of Michigan, the Proposer will also be required to be in Good Standing with the State of Michigan or certify on its Business Information Questionnaire that it is not required to obtain such standing or otherwise register with the State of Michigan. How to obtain information regarding obtaining a Certificate of Good Standing from the State of Michigan may be found at http://www.michigan.gov/lara/0,4601,7-154-35299_61343_35413_60640_35436- 140294--,00.html.

Tab 3 – Proposed Fees

ii) Describe what other fees your firm typically charges and provide a schedule of those fees.

iii) Describe your process for costing task orders issued and how project costs are managed.

Tab 4 – Project Approach and Work or Operating Plan Provide a sample detailed workplan for conducting a financial feasibility study for an airport revenue bond issue. The plan should include key tasks, category of personnel assigned, and typical level of effort (by personnel category) based on your firm’s experience. Required only if responding to item 3.a) in the Scope of Work.

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(1) Describe how you intend to manage an “on-call” contract with the Airport Authority and how you envision achieving the maximum effectiveness of this long term teaming relationship.

(2) Describe how you have managed “on-call” contracts with other clients.

(3) Describe how you manage client expectations.

(4) Describe your process for costing task orders issued and how project costs are managed.

i) Firms independent research capabilities and aviation industry insight:

(1) Describe how your firm conducts research and provides insight in the aviation industry.

(2) Describe how you address client confidentiality in general and in particular among the airports for which you provide service.

Tab 5 – Timeline

i) Submit a timeline, preferably in Gantt format, for accomplishing the Scope of Work. Include time periods for contract start-up activities.

ii) Describe the plan for a full implementation/transition, including lead time required once a Notice to Proceed has been issued.

Tab 6 – Disclosures:

i) Disclose any potential Conflicts of Interest as described in the General Instructions (see Section 2 of this RFP).

ii) Proposers must also disclose the business relationships with any affiliates such as manufacturers, suppliers, etc., which may have an advantage on future business opportunities due to the firms relationship with the successful Proposer.

Tab 7 – Exceptions:

Proposer shall clearly identify any proposed deviations from the language in the RFP (including its Form of Agreement). Each exception must be clearly defined and referenced to the proper paragraph in this RFP or its Form of Agreement. The exception shall include, at a minimum, the Proposer's proposed substitute language and opinion as to why the suggested substitution will provide equivalent or better service and performance. If no exceptions are noted in the Proposer's Proposal, the Airport Authority will assume complete conformance with this specification and the successful Proposer will be required to perform accordingly. Proposals not meeting all requirements may be rejected. Proposals taking exception to material terms/conditions in the Form of Agreement (e.g. indemnification, subrogation, insurance, ownership of documents, governmental requirements) will not be considered. The Airport Authority reserves the right to accept or to allow the Proposer to withdraw any or all exceptions.

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SECTION 6 – KEY TERMS AND CONDITIONS

1. CONTRACT TERM: The contract shall be for a term of three (3) years with 2 – one year renewal options effective upon the Notice of Award. It is anticipated that the contract will commence on June 15, 2025.

2. ESTIMATED QUANTITIES: The quantities shown are estimates only, but will not constitute any obligation or commitment for a specific amount. The Airport Authority reserves the right to increase or decrease amounts as circumstances may require.

3. PAYMENT: Payments will be paid monthly upon satisfactory completion of all services and receipt of accurate invoices received from the Contractor.

4. PROPERTY OF THE AIRPORT AUTHORITY: All item(s) (including drafts, photos, work papers, prototype and the like), produced by Contractor(s) during the service of any resulting contract(s) will become the property of the Airport Authority.

5. PROJECT ACCEPTANCE: Acceptance is predicated on all Scope of Work objectives or any other specifically identified criteria being completed to the Airport Authority’s satisfaction.

6. PERFORMANCE REVIEW: The Airport Authority may conduct regular contract performance reviews to ensure Contractors consistently meet all aspects of performance.

7. CHANGES TO KEY PERSONNEL AND SUBCONTRACTORS: It is essential that the Contractor provides adequate experienced personnel and subcontractors, capable of and devoted to the successful accomplishment of work to be performed under this contract. The Contractor must agree to assign specific individuals to the key positions.

a. Contractor agrees that once assigned to work under this contract, key personnel and subcontractors shall not be removed or replaced without written notice to the Airport Authority.

b. If key personnel and subcontractors are not available for work under this contract for a continuous period exceeding thirty (30) calendar days, or are expected to devote substantially less effort to the work than initially anticipated, the Contractor shall immediately notify the Airport Authority, and shall, subject to the concurrence of the Airport Authority, replace such personnel with personnel of substantially equal ability and qualifications.

8. CONFLICTS OF INTEREST: The Airport Authority reserves the right to reject a Proposal if the Proposer has a contract or other relationship with a client that is determined by the Airport Authority to be a legal or business conflict that is unwaivable or that the Airport Authority, at its sole discretion, is unwilling to waive.

9. FORCED LABOR: The Proposer certifies that it does not use forced labor or engage in human trafficking/modern slavery in any of its operations or supply chains. This includes, but is not limited to, the use of forced or compulsory labor, bonded or indentured labor, and involuntary servitude.

The Proposer also certifies that it is in compliance with all applicable laws and regulations related to forced labor and human trafficking/modern slavery, including but not limited to The Uyghur Forced Labor Prevention Act (Public Law 117-78), and the Victims of Trafficking and Violence Protection Act (Public Law 106-386). The Proposer shall maintain records of its compliance with this provision and shall make such records available to the Airport Authority upon request and agrees to promptly notify the Airport Authority of any violations of this provision that are discovered during the performance of the contract. Failure to comply with this provision may result in disqualification of the proposal/solicitation response or termination of the contract.

WAYNE COUNTY AIRPORT AUTHORITY Page 17 of 32

SECTION 7 – INSURANCE REQUIREMENTS

INSURANCE REQUIREMENTS: Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Contractor, its agents, representatives, or employees.

LIMIT OF INSURANCE

Coverage shall be at least as broad as:

1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Contractor has no owned autos, Code 8 (hired) and 9 (non-owned), with limit no less than 1,000,000 per accident for bodily injury and property damage.

3. Workers’ Compensation insurance as required with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $500,000 per accident for bodily injury or disease.

4. Network Security Errors and Omissions Insurance, which includes privacy breach coverage for the named insured and third parties and third-party crime coverage with a minimum limit of not less than Two Million Dollars ($1,000,000.00) per occurrence. Coverage shall be primary and non-contributory.

5. Professional Liability (Errors and Omissions) Insurance appropriates to the Contractor’s profession, with limit no less than $1,000,000 per occurrence or claim, $1,000,000 aggregate.

The Wayne County Airport Authority and the County of Wayne, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, or equipment furnished in connection with such work or operations and automobiles owned, leased, hired, or borrowed by or on behalf of the Contractor. General liability coverage can be provided in the form of an endorsement to the Contractor’s insurance.

Contractor hereby agrees to waive rights of subrogation which any insurer of Contractor may acquire from Contractor by virtue of the payment of any loss. Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation. The Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of the Airport Authority for all work performed by the Contractor, its employees, agents and subcontractors.

Contractor hereby grants to Entity a waiver of any right to subrogation which any insurer of said Contractor may acquire against the Entity by virtue of the payment of any loss under such insurance. Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the Entity has received a waiver of subrogation endorsement from the insurer.

Primary Coverage

For any claims related to this contract, the Contractor’s insurance coverage shall be primary insurance primary coverage at least as broad as ISO CG 20 01 04 13 as respects the Entity, its officers, officials, WAYNE COUNTY AIRPORT AUTHORITY Page 18 of 32 employees, and volunteers. Any insurance or self-insurance maintained by the Entity, its officers, officials, employees, or volunteers shall be excess of the Contractor’s insurance and shall not contribute with it.

Notice of Cancellation

Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the Entity.

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SAMPLE CERTIFICATE OF INSURANCE

WAYNE COUNTY AIRPORT AUTHORITY Page 20 of 32

SECTION 8 – REQUIRED FORMS & ATTACHMENTS

SUBMITTAL DOCUMENTS CHECKLIST (not required)

PROPOSAL FORM

VERIFICATION OF MINIMUM QUALIFICATIONS FORM

PRICE FORM

PRICING SCENARIO

BUSINESS INFORMATION QUESTIONNAIRE

SAFETY VERIFICATION FORM

ATTACHMENTS INCLUDED AS SEPARATE DOCUMENTS (A – B)

ATTACHMENT A – FORM OF AGREEMENT

ATTACHMENT B – SUBCONTRACTOR FORMS

WAYNE COUNTY AIRPORT AUTHORITY Page 21 of 32

SUBMITTAL DOCUMENTS CHECKLIST (not required)

The following information forms and documentation shall be included with the proposal to the solicitation:

Form or Documentation:

☐ Proposal Form ☐ Business Information Questionnaire ☐ Safety Verification Form (delete if not required) ☐ Price Form ☐ Pricing Scenario ☐ Verification of Minimum Qualifications Forms ☐ Submittal Requirements for Evaluation Criteria (Tabbed items) ☐ Attachment B - Subcontractor Forms ☐ W-9

WAYNE COUNTY AIRPORT AUTHORITY Page 22 of 32

PROPOSAL FORM

Failure to submit a signature binding the offer with your Proposal may result in your Proposal being deemed nonresponsive and rejected without any further evaluation.

TO: WAYNE COUNTY AIRPORT AUTHORITY:

The Undersigned hereby offers and agrees to furnish the goods and/or services in compliance with all terms, scope of work, conditions, specifications, and addenda in the Request for Proposal.

ADDENDA:

The undersigned has read, understands and is fully cognizant of the Information to Proposers, Offer and Form of Agreement, all Exhibits thereto, together with any written addendum issued…