7-A. RFP 269-2026-123 Real Estate Appraisal and Appraisal Review.pdf

REQUEST FOR PROPOSALS

RFP # 269-2026- 123

REAL ESTAT E APP RAISA L

AND

REAL ESTAT E APP RAISA L REVIEW S ERVICES

FOR

UNSPECIF IED LOCAL , STATE, AN D FED ERAL

PROJEC TS

C ITY O F CHA RLOT T E

NORTH CAROLINA

AUGU ST 19 , 2025

REQUEST FOR PROPOSALS

RFP # 269-2026-123

REAL ESTATE APPRAISAL

AND

REAL ESTATE APPRAISAL REVIEW SERVICES

August 19, 2025

The City of Charlotte, North Carolina, is now accepting proposals for REAL ESTATE APPRAISAL AND REAL ESTATE APPRAISAL REVIEW SERVICES FOR UNSPECIFIED LOCAL, STATE AND FEDERAL PROJECTS. The requirements for submitting a proposal are stated in the attached Request for Proposal (‘RFP’). Please review them carefully.

The City of Charlotte will use the Bonfire e-Procurement Portal (‘Procurement Portal’), https://charlottenc.bonfirehub.com to accept and evaluate proposals for this RFP. Proposals must be submitted electronically through the Procurement Portal on or before the Due Date in order to be accepted.

A non-mandatory, pre-proposal virtual conference for the purpose of reviewing the RFP and answering questions regarding the services will be held Tuesday, September 9, 2025 at 11:00 a.m. While attendance at the pre-proposal virtual conference is not mandatory, all interested service providers are encouraged to participate. There will be no in-person option for this meeting.

Please have a copy of the RFP available to refer to during the pre-proposal virtual conference.

CLICK HERE TO JOIN – Join the meeting now

TO JOIN VIA TELEPHONE ONLY - +1 872-256-4172,,39367457# Meeting ID: 225 043 726 742 0

Proposal submissions are due no later than Friday, September 19, 2025 by 2:00 p.m.

The City is an equal opportunity purchaser.

Sincerely, Angelica Witherell Angelica Witherell AES, Senior Procurement Agent https://charlottenc.bonfirehub.com/ https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzM5NTA2MjItMTA2Zi00ZDE1LTgwZTAtODNkNjgyMDMyNDQ4%40thread.v2/0?context=%7b%22Tid%22%3a%223392a0ee-6ccb-49c5-94b5-f5e6d8a665d6%22%2c%22Oid%22%3a%2234f490af-7280-41ea-959c-779240435ee9%22%7d tel:+18722564172,,39367457

PROPOSAL CHECKLIST:

Step 1 Read the document fully.

Step 2 Review the solicitation timeline and upcoming events in the Procurement Portal and download copies of any documents if you plan to submit a proposal.

Step 3 Submit questions via the Procurement Portal by deadline(s) noted in the solicitation.

Step 4 Conduct a thorough review of the Sample Contract. Any exceptions to the Sample Contract must be uploaded in Word format (with redlines/tracked changes).

Step 5 Monitor the Procurement Portal for any addendums and/or responses to questions.

If you plan to submit a proposal, you must submit all required documents and respond to all questions within the Procurement Portal for the RFP.

If awarded a contract, your company will be required to provide valid insurance certification(s) that meet or exceed requirements set forth in this RFP and Sample Contract.

TABLE OF CONTENTS

1. INTRODUCTION

1.1. OBJECTIVE

1.2. WORK ASSIGNMENT OVERVIEW

1.3. DEFINITIONS

1.4. ACCURACY OF RFP AND RELATED DOCUMENTS

1.5. CITY’S RIGHTS AND OPTIONS

1.6. EXPENSE OF SUBMITTAL PREPARATION

1.7. PROPOSAL CONDITIONS

2. PROCUREMENT PROCESS

2.1. SCHEDULE AND PROCESS

2.2. INTERPRETATIONS AND ADDENDA

2.3. PRE-PROPOSAL CONFERENCE

2.4. SUBMISSION OF PROPOSALS

2.5. CORRECTION OF ERRORS

2.6. EVALUATION

2.7. CITY COUNCIL FINAL AWARD APPROVAL

2.8. CONTRACT

2.9. VENDOR INCLUSION

2.10 CHARLOTTE BUSINESS INCLUSION (CBI)

3. PROPOSAL CONTENT

3.1 COVERSHEET: GENERAL INFORMATION

3.2 QUALIFICATIONS AND RELEVANT EXPERIENCE – COMPANY AND KEY TEAM MEMBERS

3.3 EMINENT DOMAIN - QUALIFICATIONS AND EXPERIENCE – COMPANY AND KEY TEAM MEMBERS

3.4 PROJECT AVAILABILITY - COMPANY AND KEY TEAM MEMBERS

3.5 CREDENTIALS INCLUDING MEMBERSHIP OR AFFILIATION WITH THE APPRAISAL INSTITUTE

3.6 PROJECT UNDERSTANDING, METHODOLOGY AND APPROACH

3.7 FEE SCHEDULE

3.8 ACKNOWLEDGEMENTS

3.9 REQUIRED FORMS (SEE SECTION 7 – REQUIRED FORMS)

4. SCOPE OF WORK FOR REAL ESTATE APPRAISAL

4.1 CAPITAL IMPROVEMENT PROJECTS

4.2 U.S. DEPT OF TRANSPORTATION - FEDERAL HIGHWAY ADMINISTRATION (FHWA)

4.3 U.S. DEPT OF TRANSPORTATION – FEDERAL TRANSIT ADMINISTRATION (FTA)

4.4 U.S. DEPT OF HOUSING AND URBAN DEVELOPMENT (HUD)

5. SCOPE OF WORK FOR REAL ESTATE APPRAISAL REVIEW

5.1 CAPITAL IMPROVEMENTS PROJECTS

5.2 U.S. DEPT OF TRANSPORTATION - FEDERAL HIGHWAY ADMINISTRATION (FHWA)

5.3 U.S. DEPT OF TRANSPORTATION - FEDERAL TRANSIT ADMINISTRATION (FTA)

5.4 U.S. DEPT OF HOUSING AND URBAN DEVELOPMENT (HUD)

6. STATE AND FEDERAL FUNDING REQUIREMENTS

6.1 NORTH CAROLINA DEPARTMENT OF TRANSPORTATION (NCDOT)

6.2 U.S. DEPT OF TRANSPORTATION – FEDERAL HIGHWAY ADMINISTRATION (FHWA)

6.3 U.S. DEPT OF TRANSPORTATION – FEDERAL TRANSIT ADMINISTRATION (FTA)

6.4 DISADVANTAGED BUSINESS ENTERPRISE (DBE) – FORM REQUIREMENT

6.5 U.S. DEPT OF HOUSING AND URBAN DEVELOPMENT (HUD)

7. REQUIRED FORMS

DISADVANTAGED BUSINESS ENTERPRISE (DBE) – FORM A

DISADVANTAGED BUSINESS ENTERPRISE (DBE) - FORM B

PROPOSAL SUBMISSION

PROPOSED SERVICE(S) AND SCOPE(S) OF WORK CHECKLIST

REFERENCES

KEY TEAM MEMBER MATRIX

FEE SCHEDULE – REAL ESTATE APPRAISAL

FEE SCHEDULE – REAL ESTATE APPRAISAL REVIEW

NON-DEBARMENT AND NON-SUSPENSION CERTIFICATION

BYRD ANTI-LOBBYING CERTIFICATION

CHARLOTTE BUSINESS INCLUSION (CBI) - FORM 3

CHARLOTTE BUSINESS INCLUSION (CBI) - FORM 4

PRIME CONSULTANT SMALL PROFESSIONAL SERVICE FIRM (SPSF) CERTIFICATION – FORM D1

SUBCONSULTANT SMALL PROFESSIONAL SERVICE FIRM (SPSF) CERTIFICATION – FORM D2

EXCEPTIONS

SAMPLE CONTRACT…………………….……………………….…………………………….……………….……………………………………N.P.

Section 1 Introduction and General Information

1. INTRODUCTION

1.1. OBJECTIVE

The City of Charlotte’s objective for this specified RFP is to contract with qualified Companies to provide Real Estate Appraisal and Real Estate Appraisal Review Services for Unspecified Local, State and Federal Projects. These projects may be funded locally, by the state, or federally – specifically through the North Carolina Department of Transportation (NCDOT); U.S. Department of Transportation Federal Highway Administration (FHWA); U.S. Department of Transportation Federal Transit Administration (FTA); and U.S. Department of Housing and Urban Development (HUD). The City is seeking Companies with the qualifications, experience and expertise to deliver timely, cost-effective services. THE INITIAL CONTRACT TERM WILL BE THREE YEARS, WITH AN OPTION TO RENEW FOR ONE ADDITIONAL TWO-

YEAR TERM AT THE CITY’S DISCRETION.

1.2. WORK ASSIGNMENT OVERVIEW

Work assignments will be issued as needed, covering a range of projects. Companies are expected to demonstrate full competency and consistently aim for the highest levels of professionalism in delivering requested services. Selected Companies will be expected to render property valuation services as needed including appraisals and/or appraisal reviews, counseling, evaluation studies, market studies and post-appraisal services as well as report updates and revisions according to instructions provided by the City. Real estate valuation services will require selective research into the appropriate market area, assembly of pertinent data, and application of the appropriate techniques and supporting data. Appraisal assignments shall be prepared in conformance with federal and state statutes and regulations. For more detail of anticipated project responsibilities, see:

• Section 4 – Scope of Services - Real Estate Appraisal

• Section 5 – Scope of Services – Real Estate Appraisal Review

1.3. DEFINITIONS

As used in this Request for Proposal (RFP), the following terms shall have the meanings set forth below:

Acceptance: Refers to receipt and approval by the City of a Deliverable or Service in accordance with the acceptance process and criteria in the Contract.

Affiliates: Refers to all departments or units of the City and all other governmental units, boards, committees, or municipalities for which the City processes data or performs services.

Charlotte Business INClusion (CBI): Refers to the Charlotte Business INClusion office of the City of Charlotte.

Charlotte Business INClusion (CBI) Policy: Refers to the policy adopted by City Council, which seeks to enhance competition in contracting and procurement opportunities for MWSBEs located in the Charlotte Combined Statistical Area. For more information, visit: https://www.charlottenc.gov/cbi.

Charlotte Combined Statistical Area: Refers to the area consisting of the North Carolina counties of Anson, Cabarrus, Cleveland, Gaston, Iredell, Lincoln, Mecklenburg, Rowan, Stanly, and Union, and the South Carolina counties of Chester, Lancaster, and York;

a criterion used by Charlotte Business INClusion to determine eligibility to participate in the program.

City: Refers to the City of Charlotte, North Carolina.

https://www.charlottenc.gov/cbi

City Real Estate Appraisal Program Manager (Appraisal Manager): Refers to the specific City employee representing the City’s best interests in this RFP and the Services described within.

Company: Refers to an entity that submits a formal Proposal in response to this RFP, indicating its interest in providing the Services described herein. Upon conclusion of the City’s solicitation process, the term Company shall refer specifically to the entity selected by the City and awarded a Contract to perform the specified Services.

Company Authorized Representative: Refers to a designated individual empowered by a company to act on its behalf with full authority in all matters relating to the submission of a proposal in response to this RFP and any subsequent negotiations related thereto.

Contract: Refers to a formal written agreement executed by the City and the awarded Company, establishing the terms under which the Company will perform all or part of the Services outlined in this RFP. The Contract may incorporate portions of this RFP and the Company’s proposal and shall serve as the legally binding instrument governing the parties’ rights and obligations.

Deliverables: Refers to all completed appraisal reports and supporting Documentation that the Company is required to provide to the City in connection with the real estate appraisal services described in this RFP. Deliverables shall include but are not limited to certified appraisal reports compliant with the Uniform Standards of Professional Appraisal Practice (USPAP); valuation summaries; market analyses; photographs; property descriptions; maps;

and any additional data or documentation required to substantiate the appraised value. All Deliverables must meet the format, content, and timeline requirements specified by the City and be suitable for use in municipal decision-making, including, but not limited to, acquisition, disposition, leasing, or legal proceedings.

Department: Refers to a department within the City of Charlotte.

Documentation: Refers to all materials, records, and supporting information that accompany or substantiate the appraisal Deliverables provided by the Company. This includes, but is not limited to, property data sheets, photographs, maps, legal descriptions, market data, comparable sales information, field notes, inspection logs, correspondence, certifications, and any other materials used in the development of the appraised value. Documentation must be complete, clearly organized, and sufficient to demonstrate compliance with applicable appraisal standards, including the Uniform Standards of Professional Appraisal Practice (USPAP), and must support the conclusions and methodologies presented in the appraisal report. All Documentation shall be submitted electronically and in accessible, commonly used file formats (i.e.: PDF or Word), unless otherwise specified by the City.

Evaluation Committee: Refers to a city-appointed committee that will evaluate Proposals and identify those Companies that best meet the needs of the City.

Proposal: Refers to the Proposal submitted by a Company for the Services described in this RFP.

Services: Refers to the Real Estate Appraisal and Real Estate Appraisal Review Services described in this RFP.

Work Product: Refers to all materials, documents, data, analyses, reports, and other outputs created, developed, or prepared by the Company while performing real estate appraisal services as required by this RFP and any Contract awarded as a result. Work Product includes, but is not limited to, all Deliverables and Documentation, as defined herein, such as draft and final appraisal reports, valuation models, market research, comparable property analyses, photographs, maps, field notes, legal descriptions, and any other supporting materials. All Work Product, whether preliminary or final, shall be deemed the property of the City upon creation and shall be delivered to the City upon request, at the scheduled intervals, or at the conclusion of the engagement, in accordance with the requirements set forth in this RFP. The Company shall ensure that all Work Product complies with applicable professional standards, including the Uniform Standards of Professional Appraisal Practice (USPAP), and that electronic submissions are provided in accessible, commonly used file formats (i.e.: PDF, Word), unless otherwise directed by the City.

Specifications and Requirements: Refers to all definitions, descriptions, requirements, criteria, warranties, and performance standards relating to the Deliverables and Services that are set forth or referenced in: (i) this RFP, including any addenda; (ii) the Documentation; and (iii) any functional and/or technical specifications that are published or provided by the Company or its licensors or suppliers from time to time with respect to all or any part of the Deliverables or Services.

Trade Secrets: Information of the City or any of its suppliers, contractors or licensors that:

(i) derives value from being secret; and (ii) the owner has taken reasonable steps to keep confidential. See N.C. Gen. Stat. § 66-152 et seq. Examples of trade secrets include information relating to proprietary software, new technology, new products or services, flow charts or diagrams that show how things work, manuals that tell how things work and business processes and procedures.

Minority-owned Business Enterprise/ MBE: Refers to a business enterprise that: (i) is certified by the State of North

Carolina as a Historically Underutilized Business (HUB) within the meaning of N.C. Gen. Stat. § 143-128.4; (ii) is at least fifty-one percent (51%) owned by one (1) or more persons who are members of one of the following groups: African American or Black, Hispanic, Asian, Native American or American Indian; and (iii) has significant business presence in the Charlotte Combined Statistical Area.

Small Business Enterprise/SBE: Refers to a business enterprise that is certified by the City of Charlotte under

Part E of the CBI Policy as meeting all the requirements for SBE certification.

Woman-owned Business Enterprise/ WBE: Refers to a business enterprise that: (i) is certified by the State of North

Carolina as a Historically Underutilized Business (HUB) within the meaning of N.C. Gen. Stat. § 143-128.4; (ii) is at least fifty-one percent (51%) owned by one or more persons who are female; and (iii) has significant business presence in the Charlotte Combined Statistical Area.

MWSBE: Refers to Minority Business Enterprise (MBE), Women Business Enterprise (WBE), and Small Business Enterprise (SBE) collectively.

MWSBE Goal: If an RFP or Contract has separate subcontracting Goals for MBE, WBE, and/or SBE, the term MWSBE will refer collectively. to all MBE, WBE, and SBE Goals set for the RFP. In some instances, the City may set one (1) combined goal for MBE, WBE, and/or SBE, in which event the term MWSBE Goal refers to that one (1) combined goal. In the latter instance, calculated as a percentage, the MWSBE Goal represents the total dollars spent with MBE, WBE, and SBE as a portion of the total Proposal amount, including any contingency.

Subcontracting Goal: Refers to a Minority Business Enterprise (MBE), Women Business Enterprise (WBE), Small Business Enterprise (SBE) and/or MWSBE Goal established by the City for an RFP and resulting Contract.

Small Professional Service Firm (SPSF) A for-profit business entity that provides professional services and that meets the U.S. Small Business Administration (SBA) size standards for its primary North American Industry Classification System (NAICS) code. To be recognized as an SPSF by the State of North Carolina, the firm must generally meet the following criteria: firm must be independently owned and operated; not dominant in its field; not affiliated with a larger firm in a manner that would compromise its small business status; not be a non-profit organization. This is not an all-inclusive list of requirements; refer to the following for additional information and full eligibility criteria: NCDOT SPSF Program: https://connect.ncdot.gov and SBA Size Standards:

https://sba.gov/size-standards. NOTE: Recognition as a SPFS by the Sate of North Carolina or the Small Business Administration does not automatically satisfy the City of Charlotte’s small business certification requirements. The City administers its own Charlotte Business Inclusion (CBI) program, which certifies Small Business Enterprises (SBEs) and Minority-and Women-Owned Business Enterprises (MWBEs). To be eligible for participation in City contract goals, firms must be certified through the CBI program. For more information, visit https://www.charlottenc.gov/cbi.

1.4. ACCURACY OF RFP AND RELATED DOCUMENTS

Interested Companies are expected to fully inform themselves as to all conditions, requirements and specifications of this RFP before submitting a proposal. A Company must perform its own evaluation and due diligence verification of all information and data provided by the City. The City makes no representations or warranties regarding any information presented in this RFP, or otherwise made available during this procurement process, and assumes no responsibility for conclusions or interpretations derived from such information. In addition, the City will not be bound by or be responsible for any explanation or conclusion regarding this RFP or any related documents other than those provided by an addendum issued by the City. Companies may not rely on any oral statement by the City or its agents, advisors, or consultants.

If a Company identifies potential errors or omissions in this RFP or any other related documents, the Company should immediately notify the City of such potential discrepancy in writing. The City may https://connect.ncdot.gov/ https://sba.gov/size-standards https://www.charlottenc.gov/cbi issue a written addendum if the City determines clarification is necessary. Each Company requesting an interpretation will be responsible for submitting it per Section 2.2.

1.5. CITY’S RIGHTS AND OPTIONS

The City reserves the right, at its sole discretion, to take any action affecting this RFP, this RFP process, or the Services or facilities subject to this RFP that would be in the best interests of the City, including:

1.5.1. To supplement, amend, substitute, or otherwise modify this RFP, including the schedule, at any time;

1.5.2. To cancel this RFP with or without the substitution of another RFP;

1.5.3. To require one or more Companies to supplement, clarify or provide additional information for the City to evaluate the Proposals submitted

1.5.4. To investigate the qualifications, experience, capabilities, and financial standing of each Company submitting a Proposal;

1.5.5. To waive any defect or irregularity in any Proposal received;

1.5.6. To reject any or all Proposals;

1.5.7. To share the Proposals with City employees other than the Evaluation Committee or City advisory committees as deemed necessary;

1.5.8. To award all, none, or any part of the Services and enter Contracts with one or more of the responding Companies deemed by the City to be in the best interest of the City, which may be done with or without re-solicitation;

1.5.9. To discuss and negotiate with any Company their Proposal terms and conditions, including but not limited to financial terms;

1.5.10. To terminate discussions and negotiations with any Company at any time and for any reason;

1.5.11. To issue additional requests for information; and

1.5.12. To take any action affecting this RFP, this RFP process, or the Services or facilities subject to this RFP that would be in the best interest of the City.

1.6. EXPENSE OF SUBMITTAL PREPARATION

The City accepts no liability, and Companies will have no actionable claims, for reimbursement of any costs or expenses incurred in participating in this solicitation process. This includes expenses and costs related to Proposal submission, submission of written questions, attendance at pre-proposal meetings or evaluation interviews, contract negotiations, or activities required for contract execution.

1.7. PROPOSAL CONDITIONS

The following is applicable to this RFP and the Company’s Proposal:

1.7.1. This RFP does NOT constitute an offer by the City. No binding contract, obligation to negotiate, or any other obligation shall be created on the part of the City unless the City and the Company execute a Contract. No recommendations or conclusions from this RFP process concerning the Company shall constitute a right (property or otherwise) under the Constitution of the United States or under the Constitution, case law, or statutory law of North Carolina.

1.7.2. RIGHT TO TERMINATE DISCUSSIONS

The Company’s participation in this process may result in the City selecting the Company to engage in further discussions. The commencement of such discussions, however, does NOT signify a commitment by the City to execute a Contract or to continue discussions. The City can terminate discussions at any time and for any reason.

1.7.3. TRADE SECRETS AND PERSONAL IDENTIFICATION INFORMATION:

A. DEFINITION: Upon receipt by the City, all materials submitted by a Company (including the Proposal) are considered public records except for (1) material that qualifies as “trade secret” information under N.C. Gen. Stat. § 66-152 et seq.

(“Trade Secrets”) or (2) “personally identifiable information” protected by state or federal law, to include, but not be limited to, Social Security numbers, bank account numbers, and driver’s license numbers (“Personally Identifiable Information” or “PII”).

B. INSTRUCTIONS FOR MARKING AND IDENTIFYING TRADE SECRETS: If any Proposal contains Trade Secrets or PII, such Trade Secrets and PII must specifically and clearly be identified by clearly separating them from the rest of the Proposal and marked either “Personally Identifiable Information – Confidential” or “Trade Secret—Confidential and Proprietary Information.” This confidentiality caption must appear on each page of the Trade Secret or PII materials, and the document(s) must be submitted separately in the Procurement Portal.

C. AVAILABILITY OF PROPOSALS TO CITY STAFF AND CONTRACTORS: By submitting a

Proposal, each Company agrees that the City may reveal any Trade Secret materials and Personal Identification Information contained therein to all City staff and City officials involved in the selection process, and to any outside consultant or other third parties who serve on the Evaluation Committee or who are hired or appointed by the City to assist in the evaluation process.

D. AVAILABILITY OF PROPOSALS VIA PUBLIC RECORDS REQUESTS: Any person or entity (including competitors) may request Proposals submitted in response to an RFP. Only those portions of RFPs properly designated as Trade Secret or Personal Identification Information are not subject to disclosure. The public disclosure of the contents of a Proposal or other materials submitted by a Company is governed by N.C. Gen. Stat. §§ 132 and 66-152, et seq.

When determining whether to mark materials as Trade Secret, please note the following:

• Entire Proposals may not be marked as Trade Secret

• Fee Schedule/Pricing may not be marked as Trade Secret

The City may disqualify any Company that designates its entire Proposal as a trade secret, or any portion thereof that clearly does not qualify under applicable law as a Trade Secret or PII. Each Company agrees to indemnify, defend, and hold harmless the City and each of its officers, employees, and agents from all costs, damages, and expenses incurred in connection with refusing to disclose any material that the Company has designated as a Trade Secret or PII. This includes an obligation on the part of the Company to defend any litigation brought by a party that has requested Proposals or other information that the Company has marked Trade Secret or PII.

1.7.4. STATUTORY REQUIREMENTS

Any Contract awarded because of this RFP shall be in full conformance with all statutory requirements of North Carolina and all statutory requirements of the Federal Government, to the extent applicable.

1.7.5. RESERVATION OF RIGHT TO CHANGE SCHEDULE

The City shall ultimately determine the timing and sequence of events resulting from this RFP. The City reserves the right to delay the closing date and time for any phase if City staff believe that an extension will be in the best interest of the City.

1.7.6. RESERVATION OF RIGHT TO AMEND RFP

The City reserves the right to amend this RFP at any time during the process, if it believes that doing so is in the best interests of the City. Any addenda will be posted to the Procurement Portal. Companies are required to acknowledge receipt of each addendum.

1.7.7. NO COLLUSION, BRIBERY, LOBBYING, OR CONFLICT OF INTEREST

By responding to this RFP, the Company shall be deemed to have represented and warranted that the Proposal is not made in connection with any competing Company submitting a separate response to this RFP and is in all respects fair and without collusion or fraud. Furthermore, the Company certifies that neither it, nor any of its affiliates or subcontractors, nor any employees of any of the foregoing has bribed or lobbied, or attempted to bribe or lobby, an officer or employee of the City, or other government official at the state or federal level, in connection with this RFP. The Company certifies that it has not and will not pay any person or organization to influence or attempt to influence an officer or employee of the City or the State of North Carolina in connection with obtaining a contract under this RFP.

1.7.8. PROPOSAL TERMS FIRM AND IRREVERSIBLE

The signed Proposal shall be considered a firm offer on the part of the Company. The City reserves the right to negotiate price and other terms. All Proposal elements (including all statements, claims, declarations, prices, and specifications) shall be considered firm and irrevocable for purposes of future Contract negotiations unless specifically waived in writing by the City. The Company chosen for award should be prepared to have its Proposal and any relevant correspondence incorporated into the Contract, either in part or in its entirety, at the City's election. Any false or misleading statements found in the Proposal or Contract exceptions not included in the Proposal may be grounds for disqualification.

1.7.9. CHARLOTTE BUSINESS INCLUSION (CBI) PROGRAM (For Local Contracts Only) Pursuant to Charlotte City Council’s adoption of the Charlotte Business INClusion (CBI) Policy, the CBI program seeks to enhance competition and participation of Minority-owned, Women-owned, and Small Business Enterprises (MWSBEs) in City contracting. To accomplish this, the City has examined its procurements and set specific MWSBE participation goals on a contract-by-contract basis. In addition, CBI makes a concerted effort to expand its certified MWSBE vendor pool and assist city-certified firms in growing, enhancing, and developing their businesses. CBI currently offers numerous development programs that support certified businesses in organizational training, strategic development, and networking opportunities.

The CBI Policy and CBI Manual are posted online here: www.charlottebusinessinclusion.com

To determine whether disparities exist in City contracting based on race, gender or other factors, and to measure the effectiveness of the City’s Charlotte Business INClusion (“CBI”) Program, the City tracks the utilization of subconsultants and suppliers on certain City contracts based on race, gender, small business status, and other factors. For analysis purposes, it is important that the City obtain this data not only for minority-owned, women-owned, and small business suppliers and subconsultants, but also for other subconsultants and suppliers. As a condition for receiving payments under this Contract, the Proposer agrees to submit any payment record into InclusionCLT, or any subsequent system designated by the City, detailing the amounts paid by the Consultant to all subconsultants and suppliers receiving payment in connection with this Contract.

The City intends to negotiate an M/W/SBE goal with the selected Company. The City would like the Company to provide the names of the firms it intends to utilize to meet this goal.

Therefore, the Company is required to submit Charlotte Business Inclusion (CBI) - Form 3, Subcontractor / Supplier Utilization Commitment attached herein. (See Section 7 –

Required Forms). A company’s failure to submit this Form with its proposal shall render its proposal non-responsive.

City certified MWSBE firms can be found in the City’s InclusionCLT system:

https://charlotte.diversitycompliance.com/

1.7.10. SUBCONTRACTING

A Company awarded a contract will serve as the prime contractor and will be solely responsible for fulfilling all contractual obligations. If subcontractors are used, the prime contractor will retain full responsibility for the performance and delivery of all Services, including those provided by all subcontractors. The City retains the right to approve all subcontractors. Additionally, the City must be named as a third-party beneficiary in all subcontracts.

1.7.11. EQUAL OPPORTUNITY

The City has an equal opportunity purchasing policy. The City seeks to ensure that all segments of the business community have access to supplying the goods and services needed by City programs. The City provides equal opportunity for all businesses and does not discriminate against any Company regardless of race, color, religion, age, sex, and national origin or disability.

1.7.12. TITLE VI SOLICITATION NOTICE

NOTE: Unless otherwise stated herein, this section is only applicable to purchases made by or on behalf of the Aviation Department. The City, in accordance with the provisions of Title VI of the Civil Rights Act of 1964 (78 Stat. 252, 42 USC §§ 2000d to 2000d-4) and the Regulations, hereby notifies all bidders or offerors that it will affirmatively ensure that for any contract entered into pursuant to this advertisement, disadvantaged business enterprises or airport concession disadvantaged business enterprises will be afforded full and fair opportunity to submit bids in response to this invitation and no businesses will be discriminated against on the grounds of race, color, national origin (including limited English proficiency), creed, sex (including sexual orientation and gender identity), age, or disability in consideration for an award.

1.7.13. USE OF CITY’S NAME

No advertising, sales promotion, or other materials of the Company or its agents or representatives may identify or reference the City in any manner absent the prior written consent of the City.

1.7.14. WITHDRAWAL FOR MODIFICATION OF PROPOSALS

Companies may change or withdraw a previously submitted Proposal at any time prior to the Proposal due date by editing or removing their submission on the Procurement Portal.

1.7.15. EXCEPTIONS TO THE RFP

Other than exceptions that are stated in compliance with this Section, each Proposal shall be deemed to agree to comply with all terms, conditions, specifications, and requirements of this RFP including the Sample Contract language. An “exception” is defined as the Company’s inability or unwillingness to meet a term, condition, specification, or requirement in the manner specified in the RFP including in the Sample Contract. All exceptions taken must be identified and explained in writing in your Proposal and must specifically reference the relevant section(s) of this RFP. If the Company provides an alternate solution when taking an exception to a requirement, the benefits of this alternative solution and impact, if any, on any part of the remainder of the Company’s solution, must be described in detail.

Exceptions must be submitted under the Acknowledgement section in the Procurement Portal. If exceptions are not identified in your Proposal, they may not be considered during https://charlotte.diversitycompliance.com/

Contract negotiation and could result in Proposal being rejected from further consideration.

If legal counsel needs to review the Sample Contract prior to signature, reviews must be completed before your Proposal is submitted. The City reserves the right to refuse consideration of any terms not so included. Any proposed changes to the Sample Terms after tentative contract award may constitute a material change to the Company’s Proposal and be grounds for revoking the award.

The City intends to enter a City-drafted Contract with the successful Company that contains the terms and conditions set forth in the Sample Services Contract. The number and extent of any exceptions and proposed additions to the Sample Terms will be one of the City’s evaluation criteria.

Notwithstanding the foregoing, the City reserves the right to modify the Sample Terms prior to or during contract negotiations if it is in the City’s best interest to do so.

1.7.16. FAIR TRADE CERTIFICATIONS

By submitting a Proposal, the Company certifies that:

• The prices in its Proposal have been arrived at independently, without consultation, communication, or agreement with anyone, as to any matter relating to such prices for the purpose of restricting competition;

• Unless otherwise required by law, the prices quoted in its Proposal have not been knowingly disclosed by the Company and will not knowingly be so disclosed prior to the Proposal due date; and

• No attempt has been made or will be made by the Company to induce any other person or firm to submit or not to submit a Proposal for the purpose of restricting competition.

1.7.17. COMPANY OBLIGATION TO FULLY INFORM ITSELF

A Company or its authorized representative(s) must fully inform itself as to all conditions, requirements, and specifications of this RFP before submitting a Proposal. Failure to do so will be at the Company’s own risk.

1.7.18. DISCLAIMER

A Company must perform its own evaluation and due diligence verification of all information and data provided by the City. The City makes no representations or warranties regarding any information or data provided by the City.

1.7.19. FINANCIAL CAPACITY AND INSURANCE REQUIREMENTS

Selected Companies must have the financial capacity to undertake the work and assume associated liability. Selected Companies will be required to provide certificates of insurance evidencing coverage for automobile liability in the minimum amount of $1,000,000;

commercial general liability in the minimum amount of $1,000,000; and workers’ compensation insurance as required by North Carolina statutes; and Professional Errors & Omissions - Insurance with a limit of not less than $1,000,000 per claim, $1,000,000 aggregate as shall protect the Vendor and Vendor’s employees for negligent acts, errors or omissions in performing the professional services under the contract.

1.7.20. OWNERSHIP OF WORK PRODUCTS

The City shall have exclusive ownership of all intellectual property rights in all documents and other work product prepared by, for, or under the direction of selected Companies pursuant to any contract under this RFP (collectively, the “Intellectual Property”), including without limitation the right to copy, use, disclose, distribute, and make derivations of the Intellectual Property for any purpose or to assign such rights to any third party. The Intellectual Property shall be prepared in the City’s name and shall be the sole and exclusive property of the City, whether or not the work contemplated therein is performed. The City will grant the firm a royalty-free, non-exclusive license to use and copy the Intellectual Property to the extent necessary to perform the contract.

1.7.21. E-VERIFY

The Company shall comply with the requirements of Article 2 of Chapter 64 of the North Carolina General Statutes and shall require each of its subcontractors to do so as well.

1.7.22. TERMINATION

The City may terminate the Contract for convenience at any time, for any reason or no reason, by giving thirty (30) days’ prior written notice to the Company. In the event the Contract is terminated pursuant to this Section, the Company shall continue performing the Services until the termination date designated in the termination notice. As soon as practicable after written notice of termination without cause, the Company shall submit a statement to the City showing in detail Services performed under the awarded Contract through the date of termination. In the event of termination without cause pursuant to this Section, the City agrees to: (i) pay the Company for Services rendered through the termination date at the rates set forth in the contract. The foregoing payment obligation is contingent upon: (i) the Company having fully complied with this Section; and (ii) the Company having provided the City with written documentation reasonably adequate to verify the number of hours of Services rendered by each key team member through the termination date and the percentage of completion of each Deliverable. Nothing in this Section shall be construed as limiting any right of either party in the event of a breach.

Under no circumstances shall the City be liable to the Company for lost profits for Services not performed due to Contract termination by the City.

END OF SECTION

Section 2 Procurement Process

2. PROCUREMENT PROCESS

This Section contains information about the procurement process for this specified RFP.

2.1. SCHEDULE AND PROCESS

The following chart shows the schedule of events for conducting this RFP. Key events and deadlines for this process follows:

DATE EVENT

August 19, 2025 RFP Issuance. The City issues this RFP.

August 29, 2025 Question Submissions PRIOR TO Pre-Proposal Conference. Companies are permitted to submit questions for purposes of clarifying this RFP. ALL questions MUST be submitted by 2:00 p.m. and pursuant to the instructions found in Section 2.2.

September 9, 2025 Pre-Proposal Conference. A virtual conference will be held at 11:00 a.m.

via the link indicated in Section 2.3. Online attendance is NOT mandatory but encouraged. NOTE: NO IN-PERSON/NO ON-SITE COMPONENT.

September 12, 2025 Question Submissions AFTER Pre-Proposal Conference. Following the Pre-Proposal Conference, any additional questions MUST be submitted via the Procurement Portal by 2:00 p.m.

September 19, 2025 Proposal Submission. Proposals MUST be submitted via the Procurement Portal by 2:00 p.m.

September 25, 2025

Evaluation. The Evaluation Committee will assess each Proposal and conduct evaluation activities with Companies.

November 10, 2025 City Council Final Award Approval.

2.2. INTERPRETATIONS AND ADDENDA

There are two (2) ways to ask questions about this RFP: (1) submit a question through the Vendor Discussion Section on the Procurement Portal; or (2) ask a question at the Pre-Proposal Conference.

Other than these permitted methods, Companies should refrain from contacting City staff prior to the Proposal due date. THE CITY IS NOT BOUND BY ANY STATEMENTS, REPRESENTATIONS OR

CLARIFICATIONS REGARDING THIS RFP OTHER THAN THOSE PROVIDED IN WRITING BY THE

PROCUREMENT OFFICER.

For questions to be addressed at the Pre-Proposal Conference, they MUST be submitted by Friday, August 29, 2025, by 2:00 p.m.

After the Pre-Proposal Conference, any additional questions MUST be submitted in the Procurement Portal by the deadline stated in Section 2.1.

When responding to Company questions or issuing addenda to the RFP, the City will post the answer or information to the Procurement Portal.

2.3. PRE-PROPOSAL CONFERENCE

A Pre-Proposal Conference will be held on Tuesday, September 9, 2025, at 11:00 a.m. Meeting information is provided below:

CLICK HERE TO JOIN – Join the meeting now

TO JOIN VIA TELEPHONE ONLY - +1 872-256-4172,,39367457# Meeting ID: 225 043 726 742 0 https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzM5NTA2MjItMTA2Zi00ZDE1LTgwZTAtODNkNjgyMDMyNDQ4%40thread.v2/0?context=%7b%22Tid%22%3a%223392a0ee-6ccb-49c5-94b5-f5e6d8a665d6%22%2c%22Oid%22%3a%2234f490af-7280-41ea-959c-779240435ee9%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzM5NTA2MjItMTA2Zi00ZDE1LTgwZTAtODNkNjgyMDMyNDQ4%40thread.v2/0?context=%7b%22Tid%22%3a%223392a0ee-6ccb-49c5-94b5-f5e6d8a665d6%22%2c%22Oid%22%3a%2234f490af-7280-41ea-959c-779240435ee9%22%7d tel:+18722564172,,39367457

Attendance at the Pre-Proposal Conference is NOT mandatory; however, all interested Companies are encouraged to be present. If special accommodations are required for attendance, please notify the City in advance through the Vendor Discussion Section of the Procurement Portal.

2.4. SUBMISSION OF PROPOSALS

Proposals must be in the format specified in Section 3 of this RFP on or before Friday, September 19, 2025, by 2:00 p.m.

All Proposals, support materials, and all correspondence relating to this RFP received by the City shall become the property of the City. Proposal(s) will not be considered unless any trade secret issue(s) have been resolved.

2.5. CORRECTION OF ERRORS

The person signing the Proposal must initial all erasures or other corrections in the Proposal. The Company further agrees that in the event of any obvious errors, the City reserves the right to waive such errors at its sole discretion. The City, however, has no obligation under any circumstances to waive such errors.

2.6. EVALUATION

Proposals will be evaluated based on the Company's ability to meet the performance requirements of this RFP. This section provides a description of the evaluation criteria that will be used to evaluate the Proposals. To be deemed responsive, it is important for the Company to provide appropriate detail to demonstrate satisfaction of each criterion and compliance with the performance provisions outlined in this RFP. The Company’s Proposal will be the primary source of information used in the evaluation process. Proposals must contain information specifically related to the proposed Services as requested herein. Failure of any Company to submit information requested may result in the elimination of the Proposal from further evaluation and/or consideration.

Proposals will be assessed to determine the most comprehensive, competitive, and best value solution for the City based on, but not limited to, the criteria below. The City reserves the right to modify the evaluation criteria or waive portions thereof. Evaluation criteria will include, but are not limited to, the following:

A. Qualifications, Experience, And Approach;

B. Minority, Women, and/or Small Business Enterprise (MWSBE) Inclusion Efforts;

C. Acceptance of the Terms of the Contract.

Qualifications, Experience, and Approach: Companies will be evaluated based upon their understanding, experience and qualifications in performing the same or substantially similar Services, as reflected by its experience in performing such Services. The evaluation will include references regarding work for organizations with needs similar to the City's, and the feasibility of the Company's approach for the provision of the Services.

• COMPANIES SUBMITTING PROPOSALS MUST EMPLOY ONE (1) OR MORE STAFF MEMBERS

LICENSED WITH THE NORTH CAROLINA APPRAISAL BOARD WITH A GENERAL APPRAISAL

CERTIFICATION TO BE RESPONSIBLE FOR ANTICIPATED WORK DESCRIBED IN THIS RFP.

MWSBE Inclusion Efforts: The City maintains a strong commitment to the inclusion of MWSBE in the City’s contracting and procurement process. For the purposes of this RFP, the City will consider a Company’s MWSBE certification and/or MWSBE subcontracting inclusion efforts. To count towards a Subcontracting Goal, MWSBE-certified Companies and/or their MWSBE subcontractors must meet the following certification criteria prior to Proposal submission:

• Be designated as a City-certified SBE; and/or

• Be designated as a City-registered MBE or WBE

MWSBE designation is only one (1) criterion considered in the totality of Proposal evaluation.

Acceptance of the Terms of the Contract: The City will evaluate the Proposals for compliance with the terms, conditions, requirements, and specifications stated in this RFP including the sample contract language provided. Regardless of exceptions taken, Companies shall provide fees based on the requirements and terms set forth in this RFP. Exceptions shall be identified in accordance with Sections

1.6.16 of this RFP.

The City will appoint an Evaluation Committee whose responsibilities will include performing independent technical evaluations of each proposal and making selection recommendations based on the evaluation criteria provided above. Evaluations will focus on identifying the relative strengths, weaknesses, deficiencies and risks associated with each Proposal. The City reserves the right to obtain clarification or additional information from any Company regarding its Proposal. Although not anticipated, the City may request a Company to make a presentation to the Evaluation Committee or appear before the City and/or its representative(s) for an interview. During such interview, the Company may be required to orally and otherwise present its Proposal and to respond in detail to any questions posed. Additional meetings may be held to clarify issues or to address comments, as the City deems appropriate. The Company will be notified in advance of the time and format of such meeting.

The City reserves the exclusive right to select the Company or Companies deemed most qualified, based on the overall proposal(s) determined to be in the best interest of the City. Accordingly, the City is not obligated to award a contract solely on the basis of lowest fee ranges provided.

Because the City may award contracts without conducting discussions or negotiations, a proposal should represent the Company’s best offer to perform the Services described in this RFP.

Companies submitting Proposals will be notified of the selection results. Final recommendation of any selected Company is subject to the approval of City Council and/or City officials.

2.7. CITY COUNCIL FINAL AWARD APPROVAL

As soon as practical after all Proposals have been reviewed and Companies have been selected, their names will be submitted to City Council for final award approval. Once approval is received, the Procurement Officer will prepare, and issue specified contract(s) to awarded Companies. If City Council approval is not obtained within one hundred eight (180) calendar days following the proposal review, a Company may request to be released from its proposal.

2.8. CONTRACT

The contents of this RFP and all provisions of the successful proposal deemed responsive by the City of Charlotte may be incorporated, either in whole or in part, into a contract and become legally binding when approved and executed by both parties. Contents of the contract may contain changes from the City of Charlotte’s perspective as a result of the RFP process and proposal(s) received. The final negotiated contract may include the scope of work as outlined in this RFP along with the successful firm’s submittal and any additions or deletions made at the discretion of the City as a result of the RFP process.

2.9. VENDOR INCLUSION

The City is committed to a vendor management philosophy that ensures a fair, open, and inclusive process by providing equal access to information for all interested companies. While registration in the City’s Vendor Registration System is NOT required to submit a proposal, it is required to finalize any awarded contract(s) and to receive payment for services provided under those contract(s).

Company registration provides the City with information that includes but is not limited to: Company mailing address; telephone and email; Company demographics; and areas of expertise with specific commodity and/or service descriptions.

2.10 CHARLOTTE BUSINESS INCLUSION (CBI)

If desired, Companies will have an opportunity to complete applicable certifications to establish itself as a Minority Business Enterprise (MBE), Woman Business Enterprise (WBE), and/or Small Business Enterprise (SBE). The following link provides the opportunity to complete on-line registration with the City. http://charlottenc.gov/vendors. For more information and to review the City’s CBI Policy, visit:

www.charlottebusinessinclusion.com.

END OF SECTION

http://charlottenc.gov/vendors http://www.charlottebusinessinclusion.com/

Section 3 Proposal Content

3. PROPOSAL CONTENT

Proposals for this specified RFP shall be arranged as follows:

3.1 COVERSHEET: GENERAL INFORMATION

A. Describe your interest in providing Real Estate Appraisal and/or Real Estate Appraisal Review Services to the City and highlight the unique strengths and/or competitive advantages the Company and its key team members offer. The cover sheet shall demonstrate the Company's understanding of the scope and objectives of the Real Estate Appraisal Services described in this RFP. It shall include a concise summary of the Company’s proposed methodology, resources, and overall approach to performing the appraisal services in compliance with the Uniform Standards of Professional Appraisal Practice (USPAP) and all applicable regulatory and contractual requirements established by the City.

B. State any conflicts of interest the Company or its key team members may have with upcoming projects.

C. Describe any unresolved claims, disputes, or current litigation with the City or any other entity.

D. Describe any claims, disputes, or litigation with the City that were…