Land Development Consultant Services.pdf

REQUEST FOR QUALIFICATIONS

FOR

LAND DEVELOPMENT

CONSULTANT SERVICES

RFQ NO. AVIA 26-36

DATE: August 10, 2026

Reviewed and Uploaded to eBuilder 01/06/2023 RFQ# AVIA 26-36, Issue Date: August 10, 2026

I. SOLICITATION OVERVIEW

A. INVITATION TO SUBMIT QUALIFICATIONS

Pursuant to this Request for Qualifications (“RFQ”), Charlotte Douglas International Airport (“CLT” or “Airport”), which is owned and operated by the City of Charlotte, North Carolina, is seeking statement of qualifications (“SOQ”) from qualified and experienced firms (individually or collectively referred to as “Firm” or “Company”) interested in providing Land Development Consultant Services for the Airport (the “Services”). The Scope of Services is attached hereto as Exhibit A.

The Services will be governed by a professional services agreement, a form copy of which is included as Exhibit F (the “Agreement”). Firms are advised to carefully read and review the Agreement as they prepare their SOQs in response to this RFQ. CLT reserves the right to revise the terms of the Agreement at any time during the RFQ process and to negotiate different terms with the selected Firm.

Firms are encouraged to also carefully review all sections of this RFQ including all attachments and exhibits as they prepare their SOQs. Failure to comply with the terms, conditions and requirements of this RFQ may result in disqualification of the Firm in the sole discretion of CLT. Firms will only be eligible for Services if their SOQs clearly include the experience necessary to complete the general duties for the specific type of projects set forth in Exhibit A or other substantially similar projects.

B. RFQ EXHIBITS

The following exhibits are attached to this RFQ and made part hereof:

Exhibit A Scope of Services Exhibit B Sample Task Order Document (TOD) Exhibit C CBI Program Instructions and CBI Form #3 Exhibit D City Non-Discrimination Certification Exhibit E Sample Services Agreement

C. RFQ SCHEDULE

DATE ACTIVITY (All times are EST)

August 10, 2026 Issue RFQ.

August 18, 2026

Deadline for Submission of Written Questions prior to Pre-Submittal Meeting at 5pm EST.

August 26, 2026 Non-Mandatory Pre-Submittal Meeting. This meeting will be held virtual only via Microsoft Teams at 9:30 am.

Be sure that the appropriate software is downloaded prior to the meeting, if necessary.

The Microsoft Teams Meeting information is below:

Join: https://teams.microsoft.com/meet/25874265159962?p=nLEU1kkwqHUPxl1jaz https://teams.microsoft.com/meet/25874265159962?p=nLEU1kkwqHUPxl1jaz

Meeting ID: 258 742 651 599 62

Passcode: H8Kp6oT2

Dial in by phone

+1 872-256-4172,,659553289# United States, Chicago

Phone conference ID: 659 553 289#

September 1, 2026 Deadline for Submission of Written Questions at 5 pm EST.

September 16, 2026 Statement of Qualifications are due at 2 pm EST.

September 24, 2026 Evaluation (tentative).

Week of October 12, 2026

Interviews (if deemed necessary, tentative).

December 14, 2026 Council approval of contract(s).

January 2027 Estimated Start Date.

CLT reserves the right to modify the deadline set forth in the above table in its sole discretion. Any such modifications will be stated in an addendum as described in Section II. B below.

D. CHARLOTTE BUSINESS INCLUSION (“CBI”) PROGRAM

The City has a long history of creating and implementing strategies to support and encourage local business growth. In 2013, the City adopted the CBI Program to promote diversity, inclusion, and local business opportunities in the City’s contracting and procurement process for Small Business Enterprises (“SBEs”).

For this RFQ, the City will negotiate an SBE participation goal (“CBI Goal”) with the selected Firm. The CBI Goal will be made part of the selected Firm’s Agreement. Firms are required to complete and attach CBI Form #3 – Utilization Commitment to their SOQ. Please note, CBI Form #3 is the ONLY CBI form that should be attached to the SOQ.

The selected Firm will be required to submit CBI Form #4 – Letter of Intent for each SBE the selected Firm commits to use to meet the CBI Goal. Letters of Intent are due no later than three (3) business days from the time they are requested by CLT, unless otherwise agreed by the parties. During the term of the Agreement, the selected firm shall be required to submit CBI Form #6 – Payment Affidavit with each invoice submitted to CLT for payment.

CBI Compliance Instructions and a form copy of CBI Form #3 are attached to this RFQ as Exhibit C.

The following information is available at the CBI website at www.charlottebusinessinclusion.com:

• A complete copy of the CBI Program;

tel:+18722564172,,659553289 http://www.charlottebusinessinclusion.com/

• A complete list of registered SBEs; and

• Copies of all CBI forms.

E. TITLE VI SOLICITATION NOTICE

CLT, 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 the Regulations, hereby notifies all Firms that it will affirmatively ensure that any contract entered into pursuant to this RFQ, disadvantaged business enterprises will be afforded full and fair opportunity to submit proposals in response to this request and will not be discriminated against on the grounds of race, color, or national origin (including limited English proficiency), creed, sex (including sexual orientation and gender identity), age, or disability in consideration for an award.

F. FEDERAL FAIR LABOR STANDARDS ACT SOLICITATION NOTICE

All contracts and subcontracts that result from this solicitation incorporate by reference the provisions of 29 CFR part 201, the Federal Fair Labor Standards Act (FLSA), with the same force and effect as if given in full text. The FLSA sets minimum wage, overtime pay, recordkeeping, and child labor standards for full and part-time workers.

The Consultant has full responsibility to monitor compliance to the referenced statute or regulation. The Consultant must address any claims or disputes that arise from this requirement directly with the U.S.

Department of Labor – Wage and Hour Division.

II. RFQ SELECTION PROCESS

A. POINT OF CONTACT

The point of contact for all submissions, communications and correspondence regarding this RFQ will be as follows:

RFQ Project Manager – Johnella Williams Email: johnella.williams@cltairport.com

Information related to this RFQ, including any addenda, will be posted to eBuilder Bid Portal using the link below. Written request for clarification must be submitted electronically through the eBuilder Bid Portal Q&A Board:

https://gateway.app.e-builder.net/app/bidders/landing?accountid=80fe0a4a-0c8f-4fcd-ac93-cc9db65522cb&projectid=3e981f6d-6583-4b66-8c24-1b1a7f0eb377&bidpackageid=00c88226-0062- 48da-aa3b-765b4c983045

B. INTERPRETATION AND ADDENDA

No interpretation or clarification regarding this RFQ will be made verbally to any Firm. Requests for interpretation or clarification must be submitted electronically to the RFQ Project Manager. When submitting a request for interpretation or clarification, firms are encouraged to reference the RFQ page and topic number pertinent to the question(s). All questions must be submitted no later than the date and time mailto:johnella.williams@cltairport.com https://gateway.app.e-builder.net/app/bidders/landing?accountid=80fe0a4a-0c8f-4fcd-ac93-cc9db65522cb&projectid=3e981f6d-6583-4b66-8c24-1b1a7f0eb377&bidpackageid=00c88226-0062-48da-aa3b-765b4c983045 https://gateway.app.e-builder.net/app/bidders/landing?accountid=80fe0a4a-0c8f-4fcd-ac93-cc9db65522cb&projectid=3e981f6d-6583-4b66-8c24-1b1a7f0eb377&bidpackageid=00c88226-0062-48da-aa3b-765b4c983045 https://gateway.app.e-builder.net/app/bidders/landing?accountid=80fe0a4a-0c8f-4fcd-ac93-cc9db65522cb&projectid=3e981f6d-6583-4b66-8c24-1b1a7f0eb377&bidpackageid=00c88226-0062-48da-aa3b-765b4c983045 stated in the RFQ Schedule as the deadline for submission of questions. Any questions received after that time will not be addressed.

Interpretations, clarifications and supplemental instructions from CLT will be in the form of a written addendum, which will be posted to the Ebuilder site. See the link in this document.

Only the written interpretations, clarifications or supplemental instructions set forth in the posted addenda shall be binding, and Firms are warned that no other source is authorized to give information concerning, explaining or interpreting this RFQ.

C. ATTEMPTS TO INFLUENCE THE SELECTION PROCESS

With the exception of written requests for interpretation or clarification submitted to the RFQ Project Manager as described in Section II.B. above, Firms, including any and all persons acting on their behalf, are strictly prohibited from contacting elected or appointed City officials, officers, or employees, on or regarding any matter relating to this RFQ from the time the RFQ is issued until the start of the open business meeting at which City Council is asked to approve the contract between the City and the selected Firm.

CLT reserves the right to disqualify any Firm who contacts a City or CLT official, employee, representative, contractor, or agent concerning this RFQ other than in accordance with this section.

D. RFQ ACKNOWLEDGMENT

Firms shall thoroughly examine and become familiar with this RFQ, including forms, attachments, exhibits and any addenda that may be issued. The failure or the neglect of a Firm to receive or examine any RFQ document shall in no way relieve it from any obligation with respect to its SOQ or the obligations that flow from the submission and selection of an RFQ. No claim based upon a lack of knowledge or understanding of any provision of this RFQ shall be allowed.

E. SELECTION CRITERIA AND MINIMUM REQUIREMENTS

Upon review and evaluation of all qualifying SOQs, including any interviews that the CLT may require, the Evaluation Committee will select and recommend the Firm or Firms that, in its sole judgment, is most responsive in meeting the requirements and objectives of this RFQ as set forth below.

1. Relevant Experience & Qualifications, and Airport Development Expertise

Demonstrated experience providing land use planning, real estate development, advisory, market analysis, and development strategy services for airports, public agencies, or similarly complex land portfolios. Evaluations will also consider the firm’s understanding of airport land development requirements, FAA regulations, fair market value compliance, land use compatibility, airspace considerations, land release processes, and other applicable regulatory requirements.

2. Market Analysis, Development Strategy, and Strategic Planning

Strength of the firm’s approach to market analysis, economic development alignment, target industry identification, highest and best use evaluations, site readiness assessments, development prioritization, infrastructure considerations, phasing, implementation planning, and strategies to maximize long-term value and revenue generation.

3. Development Financial Feasibility and Financial Advisory Capability Demonstrated experience with development financial feasibility analysis, pro forma review, financial modeling, incentive strategies, funding mechanisms, risk analysis, and transaction structuring, including ground leases and public-private partnerships.

4. Stakeholder Engagement and Partnership Development Experience engaging in public agencies, private industry, educational institutions, and economic development organizations to support project objectives and facilitate implementation.

5. Project Team & Capacity Qualifications, experience, availability, and organizational capacity of the proposed project team, including key personnel and subconsultants. Provide an organizational chart of key personnel and all subconsultants with their key personnel.

6. Charlotte Business INClusion (CBI) Program Provide a description of the Firm’s proposed plan to comply with the CBI Program. The Firm is required to submit a CBI Form #3 for each proposed SBE subcontractor that will participate in the Work.

7. Quality of Submittal and Overall Value

Demonstrated understanding of CLT’s objectives, quality of the proposed approach, responsiveness to the RFQ requirements, and overall value provided to the Airport.

F. EVALUATION COMMITTEE AND AWARD OF CONTRACT

An Evaluation Committee will review all SOQs. As part of the evaluation process, the Evaluation Committee may engage in discussions with any Firm to determine in greater detail the Firm’s qualifications and to learn about the Firm’s proposed method of performance of the Work.

CLT may in its discretion schedule follow-up interviews with one or more Firms. During such interviews, Firms will be required to present their qualifications and to respond in detail to any questions posed by the Evaluation Committee. Firms will be notified in advance of the time and format of such interviews.

The Evaluation Committee will consider all relevant materials and information in making its selection. The Evaluation Committee will select and recommend the Firm that it determines, in its sole discretion, is best able to provide the Work.

CLT will inform the selected Firm that it has been selected, subject to final agreement between CLT and the Firm on all terms and conditions of the Agreement. Upon Firm’s execution of the Agreement, the Aviation Director may submit it to City Council for approval. If CLT and the selected Firm are unable to agree on the final terms, the selected Firm will be excused from further consideration and CLT may, at their option, select another Firm.

The City Council may, in its sole and absolute discretion, accept or reject the recommendation of the Evaluation Committee, Agreement, and supporting ancillary documents. The City shall have no obligations under this RFQ until City Council has formally approved the award of the Agreement to the selected Firm and the Agreement has been executed by both parties.

G. CONSENT TO INVESTIGATE

The selection of the Firm will be based on a thorough investigation of the proposals submitted in response to this RFQ. As part of the selection process, CLT may request that Firms provide additional information, including without limitation, financial records, certified bank statements or other company records relevant to the Evaluation Committees review of the proposals. By submitting an SOQ, each Firm consents to any investigation CLT deems necessary.

H. DISQUALIFICATION OF SUBMITTAL

Without in any way limiting CLT’s right to reject any or all SOQs, Firms are advised that any of the following may be considered as sufficient cause for the disqualification of a Firm and the rejection of an SOQ: (i) failure to meet the eligibility requirements set forth in the Scope of Work; (ii) submission of more than one SOQ by an individual, firm, partnership or corporation under the same or different names, including the names it does business under; (iii) evidence of collusion among Firms; or (iv) improper communication as described in Section II. B. SOQs will be considered irregular and may be rejected for omission, alterations of form, additions not called for, conditions, limitations, unauthorized alternate proposals or other irregularities of any kind. All of the foregoing notwithstanding CLT reserves the right to waive any irregularities in its sole discretion.

III. SUBMITTAL FORMAT AND SUBMISSION REQUIREMENTS

A. SOQ FORMAT

CLT desires all SOQs to be identical in format in order to facilitate the evaluation process. Failure to comply with the format requirements set forth herein may result in rejection of the SOQ. SOQs must be structured as follows:

1. Cover Page should state the firm name and reference this RFQ.

2. Cover Letter, at a minimum, should include:

a. Contact information for the firm representative who will negotiate scope and fee.

b. Execution by a firm representative authorized to legally bind the firm. Name and email address

c. Acknowledgement of addenda, if any.

3. A description of how the firm meets each of the Selection Criteria identified in Section II.E.

above. Please organize this section of the RFQ clearly and completely address in the order of each of the selection criteria described in Section II.E.

4. CBI Form # 3 should be submitted for this section, stating the SBE company(s) that company intends to use and a description of the scope of work for each SBE company identified, EXCLUDING % or dollar values. See Exhibit C

5. CBI Program Instructions and CBI Form #3, See Exhibit C

6. City Non-Discrimination Certification, See Exhibit D

** CBI Form #3 and the City Non-Discrimination Certification shall be attached to the SOQ. All forms need to be signed. **

B. SUBMISSION REQUIREMENTS

Firms must submit ONE (1) electronic version in searchable Adobe Acrobat .pdf format to the RFQ Project Manager no later than the date and time set forth in the RFQ Schedule above, according to CLT’s clock. Unless otherwise indicated, submission must be delivered as follows:

• Electronically through eBuilder eBidding Portal using the following link:

https://gateway.app.e-builder.net/app/bidders/landing?accountid=80fe0a4a-0c8f-4fcd-ac93-cc9db65522cb&projectid=3e981f6d-6583-4b66-8c24-1b1a7f0eb377&bidpackageid=00c88226-0062- 48da-aa3b-765b4c983045

All SOQs shall not exceed thirty-five (35) pages double sided for total of Seventy (70) in 8 1/2" x 11" format, exclusive of cover pages, tab pages, and required forms, with all standard text no smaller than twelve (12) points. Failure of the firms to organize the information required by this RFQ as outlined herein may result in CLT, at its sole discretion, deeming the Firm non-responsive to the requirements of this RFQ.

The Firm, however, may reduce the repetition of identical information within several sections of the SOQ by making the appropriate cross-references to other sections of the SOQ. Appendices shall not be allowed.

https://gateway.app.e-builder.net/app/bidders/landing?accountid=80fe0a4a-0c8f-4fcd-ac93-cc9db65522cb&projectid=3e981f6d-6583-4b66-8c24-1b1a7f0eb377&bidpackageid=00c88226-0062-48da-aa3b-765b4c983045 https://gateway.app.e-builder.net/app/bidders/landing?accountid=80fe0a4a-0c8f-4fcd-ac93-cc9db65522cb&projectid=3e981f6d-6583-4b66-8c24-1b1a7f0eb377&bidpackageid=00c88226-0062-48da-aa3b-765b4c983045 https://gateway.app.e-builder.net/app/bidders/landing?accountid=80fe0a4a-0c8f-4fcd-ac93-cc9db65522cb&projectid=3e981f6d-6583-4b66-8c24-1b1a7f0eb377&bidpackageid=00c88226-0062-48da-aa3b-765b4c983045

C. WITHDRAWAL OF SOQ; CORRECTION OF ERRORS

Withdrawal of an SOQ may occur at any time prior to the submission deadline as set forth in the RFQ Schedule above, by written request, sent by email to the RFQ Project Manager. A request for withdrawal will not be effective until CLT has confirmed, in writing, the receipt of such request. A request to withdraw an SOQ by telephone or facsimile shall not be considered a valid request to withdraw an SOQ. Withdrawal of an SOQ by a Firm will not preclude the Firm’s re-submission of a revised RFQ on or before the submission deadline.

If Firm desires to amend a submitted SOQ before the submission deadline, Firm must follow the withdrawal procedures described in this Section and resubmit the amended SOQ on or before the submission deadline.

Where there are corrections prior to submission, the Firm’s representative signing the SOQ must initial erasures or other corrections in the SOQ. The Firm further agrees that in the event of any obvious errors, CLT reserves the right to waive such errors in its sole discretion.

D. SUBMITTAL TERMS FIRM AND IRREVOCABLE

The signed SOQ shall be considered a firm offer on the part of the Firm. All SOQ responses (including all statements, claims, declarations, prices and specifications in the SOQs) shall be considered firm and irrevocable for purposes of contract negotiations unless specifically waived in writing by CLT. The selected Firm should be prepared to have its SOQ and any relevant correspondence or documentation incorporated into the Agreement, either in part or in its entirety, at CLT's election. Any false or misleading statements found in the SOQ are grounds for disqualification of the Firm and termination of the Agreement.

This RFQ does not constitute an offer by CLT. No binding contract, obligation to negotiate, or any other obligation shall be created on the part of CLT unless CLT and the Firm execute the Agreement following award of such agreement by the City Council.

IV. RFQ TERMS AND CONDITIONS

A. CLT’s RIGHTS AND OPTIONS

CLT reserves the following rights, which may be exercised at CLT’s sole discretion:

i. To supplement, amend, substitute, withdraw or otherwise modify this RFQ at any time;

ii. To issue additional requests for information;

iii. To require a Firm to supplement, clarify or provide additional information in order for

CLT to evaluate its SOQ;

iv. To conduct investigations with respect to the qualifications and experience of each Firm;

v. To waive any defect or irregularity in any SOQ received;

vi. To share the SOQs with City and/or CLT employees other than the Evaluation

Committee as deemed necessary;

vii. To award all, none, or any part of the scope of work set forth in this RFQ that is in the best interest of CLT with or without re-solicitation;

viii. To discuss and negotiate with selected Firm(s) any terms and conditions in the SOQs;

ix. To enter into any agreement deemed by CLT to be in the best interest of CLT;

x. To reject any or all SOQs submitted; and

xi. To re-advertise for proposals using this RFQ or a different RFQ or solicitation.

B. ACCURACY OF RFQ AND RELATED DOCUMENTS

CLT assumes no responsibility for conclusions or interpretations derived from the information presented in this RFQ or otherwise distributed or made available during this selection process. In addition, CLT will not be bound by or be responsible for any explanation, interpretation or conclusions of this RFQ or any documents other than those provided by CLT through the issuance of addenda. In no event may a Firm rely on any oral statement in relation to this RFQ.

Should a Firm find discrepancies or omissions in this RFQ or any other documents provided by CLT, the Firm should immediately notify CLT of such discrepancy or omission in writing, and a written addendum may be issued if CLT determines clarification necessary. Each Firm requesting a clarification or interpretation will be responsible for delivering such requests to CLT as directed in Section II.B of this

RFQ.

C. FIRM’S COST OF SUBMITTAL PREPARATION

Firms are responsible for any and all costs associated with the submittal process including, but not limited to, the creation of the submittal and any interviews (if applicable). CLT will not accept any promotional items as part of the submittal process and any such items included will either be discarded or, if so requested, returned to the Firm at Firm’s cost.

D. RIGHT TO TERMINATE NEGOTIATIONS / DISCUSSIONS

The Firm’s participation in this process might result in CLT selecting the Firm to engage in further discussions including the negotiation of the Agreement. The commencement of such discussions and negotiations, however, does not signify a commitment by CLT to execute the Agreement or to continue discussions and negotiations. CLT may terminate discussions and/or negotiations at any time and for any reason prior to the award of a binding contract by the City Council, and either abandon the selection process or select another Firm with whom to enter into negotiations.

E. OWNERSHIP AND PUBLIC RECORDS LAW

All SOQs and supplementary material provided as part of this RFQ will become the property of CLT. Firms are advised that all information included in the material provided is public record except for information that falls under one or more of the statutory exceptions set forth in Chapter 132 and 66-152 et seq. of the North Carolina General Statutes. Firms may only designate information confidential that it, in good faith, considers a trade secret or confidential under North Carolina public records and trade secret law. However, CLT reserves the right to review and make any final determination regarding the disclosure of any information submitted in connection with this RFQ in response to a public record request under North Carolina law.

By submitting an SOQ, Firm agrees that the CLT may reveal any information contained in the SOQ to staff, consultants or third parties assisting with this RFQ and the negotiation of the resulting Agreement. Where information is marked “Trade Secret” or “Confidential,” Firm 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 the City choosing to withhold any material based on Firm’s designation of said material as a “Trade Secret” or “Confidential.”

EXHIBIT A – SCOPE OF SERVICES

I. PROJECT OVERVIEW

The City of Charlotte Aviation Department, owner and operator of Charlotte Douglas International Airport (CLT), is tasked with diversifying its revenue through the development of Airport-controlled property not required for aeronautical purposes.

To that end, CLT seeks a land development consultant to advise on its commercial development land use strategy for multiple landside parcels in its land holdings. Advisement from the land development consultant will inform future land leases and/or public-private partnerships. The scope of services may also include development of property profiles for prospective tenants and developers. The strategies and proposed actions should be developed through the lens of improving the economic future of the Airport and making the real estate & commercial portfolios more resilient to economic challenges.

Services will be issued on a task order basis, with individual projects scoped and assigned over time.

Project (or Task Orders) may be defined based on specific geographic areas, individual sites or parcels, or may encompass broader portions or the entirety of the Airport’s non-aeronautical landholdings, depending on project needs. Multiple firms may be selected to provide services under this contract.

II. SCOPE OF SERVICES:

The selected consultant(s) shall provide services across one or more of the following categories.

Services may be performed independently or in combination, depending on the needs of the individual project.

A. MARKET ANALYSIS & STRATEGIC POSITIONING

The consultant shall conduct data-driven analysis to inform strategic decision-making and development prioritization.

Services may include:

• Analysis of economic, demographic, and industry trends within CLT’s market area

• Identification of regional growth patterns and target industries

• Market demand and gap analysis by asset class (e.g., industrial, logistics, commercial, mixed-use)

• Mobility, connectivity, and regional access analysis using GIS and other tools

• Evaluation of aviation industry trends and their relationship to broader economic development

• Estimation of economic and job creation impacts associated with development strategies

B. STAKEHOLDER AND PARTNER ENGAGEMENT

The consultant shall support stakeholder engagement to validate market demand and inform development strategies.

Services may include:

• Identification of key stakeholders, including businesses, institutions, and public agencies

• Conducting interviews, focus groups, and workshops

• Assessment of market demand and development feasibility

• Identification of partnership opportunities across public and private sectors

• Documentation and synthesis of stakeholder input

C. COMMERCIAL LAND USE PLANNING & DEVELOPMENT STRATEGY

The consultant shall evaluate and prioritize development opportunities across CLT’s non-aeronautical land portfolio.

Services may include:

• Highest and best use analysis for Airport-controlled parcels

• Site prioritization for near-, mid-, and long-term development

• Development of multiple site-specific development scenarios

• Conceptual land use planning and visualization

• Site readiness analysis, including:

o Utilities (water, sewer, power, telecom) o Stormwater and environmental constraints (including wetlands) o Access, transportation, and topography

• Review and integration of applicable plans and policies, including:

o Airport Master Plan o City of Charlotte Community Area Plans o Unified Development Ordinance (UDO) o Regional economic development strategies o Airport Area Strategic Development Plan o Destination District Central Transportation and Land Use Study o Monetization strategies

• Regulatory assessment, including:

o FAA Grant Assurances o Fair Market Value (FMV) Requirements o Airspace Compatibility (including FAA Part 77 considerations) o Land use compatibility (including FAA Park 150 considerations, where applicable) o Identification of parcels requiring FAA land release or change-in-use approvals

D. TARGET INDUSTRY & ECONOMIC ALIGNMENT

The consultant(s) shall align development opportunities with target industries to support long-term economic viability.

Services may include:

• Identification of target industries aligned with site characteristics and regional priorities

• Analysis of industry demand drivers and infrastructure needs

• Evaluation of compatibility between target industries and available sites

• Identification of strategic partnerships to support industry recruitment

E. INVESTMENT, FINANCIAL, & TRANSACTION STRATEGY

The consultant shall provide financial and investment advisory services to support development feasibility and revenue generation.

Services may include:

• Identification of strategies to maximize long-term revenue to the Airport

• Evaluation of Pro-Formas, funding mechanisms, incentives, and financing tools

• Development of conceptual financial models and feasibility assessments

• Analysis of development risks and key financial sensitivities

• Structuring of development and deal models, including:

o Ground leases o Public-Private partnerships (P3) o Master Development agreements

• Development of airport participation strategies

• Ensuring alignment with FAA revenue use requirements and FMV compliance

• Development of go-to-market strategies for attracting developers and tenants

F. IMPLEMENTATION & DELIVERY STRATEGY

The consultant shall translate planning efforts into actional development strategies.

Services may include:

• Development of phased implementation plans

• Preparation of development timelines and sequencing strategies

• Identification of critical path items and key milestones

• Coordination of regulatory and approval processes, including FAA and NEPA considerations

• Recommendations for site readiness and infrastructure improvements

G. OPTIONAL SUPPORT SERVICES

Service may include:

• Development of RFQ/RFP materials for specific sites*

• Assistance with proposal evaluation

• Advisory support during developer negotiations

• Preparation for site-specific marketing or offering materials

• Advanced economic impact modeling beyond baseline

• Other professional services related to commercial development of Airport-controlled properties

*NOTE: Due to requirements of fair competition for any future solicitations, the selected firm(s) will be prohibited from responding to the subject solicitations (whether as a prime consultant or subconsultant).

EXHIBIT B

Sample Task Order Document – Aviation Department Request and Price Proposal for Consultant Services

Please provide a Price Proposal for the Company’s cost and time to perform the Professional Services required for the Task Order Project described below within ten (10) business days of the Request Date. Your Price Proposal shall be a lump sum all-inclusive amount that covers every aspect of work required to provide the services and all of the Deliverables associated therewith in accordance with the terms and conditions of your Professional Services Agreement with the City. Your Price Proposal must identify all costs for which the City will be responsible.

SERVICE REQUEST DETAILS (Provided by Airport)

REQUEST DATE

DESCRIPTION OF PROJECT

PRICE PROPOSAL (Provided by Company)

DELIVERABLES: All Deliverables that will be needed to complete the services required for the project shall be identified in the table below. Company may use as many lines as necessary to capture the costs associated with all Deliverables and Expenses required to perform the project work. Company’s Price Proposal shall be based upon and use the hourly rates set out in Exhibit B to the Agreement. Company may submit its Price Proposal in another format if, at a minimum, the information requested below is included.

ITEM

CATEGORY

DESCRIPTION

TARGET

COMPLETION

DATE

COST

1 Deliverable 2 Deliverable 3 Deliverable 4 Expenses

TOTAL AMOUNT OF COMPANY’S PRICE PROPOSAL: $_____________________________

Diversity and Business Inclusion Programs:

By signing this Task Order Request and Price Proposal, Company agrees that it will comply with the requirements of the applicable Diversity and Business Inclusion Program as set out in further detail in the Agreement depending upon whether the project is funded with Federal or Non- Federal funds.

The CBI goal for this Task Order Project is ______________________ %. Upon execution of the Task Order Request and Price Proposal, Company is expected to provide completed copies of the CBI Form 4 – Letters of Intent for all participating CBI subconsultants.

Every aspect of the Company’s Price Proposal must be complete and appear on this Task Order Request and Price Proposal form. The form, together with any attachments or supplemental pages, must be emailed to xxxxxx@cltairport.com on or before the Proposal Deadline listed above.

Company submits this Price Proposal to perform the Services requested in this Task Order Document. Upon acceptance of Company’s Price Proposal, the Task Order Document shall be incorporated into the Company’s Professional Services Agreement with the City, and the terms and conditions thereof shall apply and govern the performance of Services hereunder.

COMPANY NAME

BY: ________________________________

SIGNATURE: _________________________

TITLE: ______________________________

DATE: ______________________________

To be attached to purchase order for this task.

mailto:xxxxxx@cltairport.com

EXHIBIT C

CBI PROGRAM INSTRUCTIONS AND CBI FORM #3

The City of Charlotte has a long history of creating and implementing strategies to support and encourage local business growth. In 2013, Charlotte City Council adopted the Charlotte Business INClusion Policy to promote diversity, inclusion, and local business opportunities in the City’s contracting and procurement process for Small Business Enterprises (SBEs) headquartered in the State of North Carolina or York County, SC (SBE) or the Charlotte Combined Statistical Area* (SBE).

A complete list of City of Charlotte certified Small Business Enterprises (SBEs) is available on the City’s website at www.charlottebusinessinclusion.com

* The Charlotte CSA consists of the following 13 counties:

In NC: Anson, Cabarrus, Gaston, Iredell, Lincoln, Mecklenburg, Rowan, and Union In SC: Chester, Lancaster, and York

1. APPLICATION:

The City’s Charlotte Business INClusion (CBI) Policy is incorporated into and made a part of this solicitation and the resulting contract (the “Contract”). Copies of the CBI Policy may be obtained by:

Internet: www.charlottebusinessinclusion.com

Mail: Charlotte Business INClusion Office 600 East Trade Street, Suite 300 Charlotte, North Carolina 28202

Capitalized terms used in this document shall have the meanings set forth in Part A, Appendix 1 of the CBI Policy. Each reference to “you” or “your” in these provisions refers to any entity that submits a proposal, proposal or statement of qualifications on a City contract, and any entity that enters into a contract with the City.

For this solicitation, the CBI Policy requires that you either (a) meet the SBE Utilization Goal, as listed in Section 2 below; or (b) comply with the Good Faith Efforts and Good Faith Negotiation requirements referenced in Section 3 below. Failure to comply with the CBI Policy in the proposal phase constitutes grounds for rejection of your proposal. Failure to comply after contract award may result in assessment of damages and/or termination of your contract.

2. THE SBE UTILIZATION GOAL:

You must submit your proposed SBE utilization for this Contract on CBI Form 3 (Subcontractor/Supplier Utilization Commitment Form) listing subcontractors and suppliers that will be providing goods or services.

CBI Form 3 MUST be submitted with your proposal. Failure to submit CBI Form 3 with your proposal

For this project, the SBE goal will be negotiated for each Task Order Document shall constitute grounds for rejecting the proposal.

Proposers must state the projected dollar amount for each SBE firm listed on their CBI Form 3 and indicate the total dollar value of SBE participation for the contract. In the event the Proposer has no SBE participation, the Proposer is still required to indicate this on CBI Form 3 by entering the word or number zero. Blank forms will be deemed to represent zero participation. The City will only give Proposers credit toward the SBE Goal for SBE participation that:

a. Is listed on CBI Form 3 submitted with the Proposal; and

b. Is listed on CBI Form 3A (when applicable); and

c. Is documented by CBI Form 4 (CBI Letter of Intent) which is submitted to the City within three

(3) Business Days after the City requests it; and

d. Meets all of the requirements of Part C Section 3 of the CBI Policy.

NOTE: SBEs listed on CBI Form 3 must be actively certified with the City of Charlotte as of proposal date and must be performing a Commercially Useful Function as defined in Part A of the CBI Policy.

Proposals submitted which do not have the above required SBE information indicated on CBI Form 3 constitutes grounds for the Proposal to be considered non-responsive and rejected.

The SBE goal will represent the total dollars to be spent with SBEs as a portion of the total proposal amount, which includes contingency. The SBE percentage will be rounded to two decimal places. As an example, if the SBE percentage is 3.571, it should be listed as 3.57% or if it is 3.578, it should be listed as 3.58%.

The percentage will not be rounded to the next “whole” number, i.e., 4%. A Proposer may round up if the third number after the decimal is a five (5) or greater.

In the event Alternates are selected by the City, the SBE Goal for this Contract will apply to the total contract amount, including contingency and the selected Alternates (“Total Contract Amount”). If the selected Proposer would meet the SBE Goal on the base proposal amount, but would not meet the SBE Goal for the Alternates selected by the City, the Proposer will have three (3) days after the City notifies it of its selected Proposer status to secure enough additional participation to meet the SBE Goal calculated on the Total Contract Amount. The selected Proposer will be required to utilize CBI Form 3A to meet this requirement. This in no way exempts the Proposer from the CBI requirements due at proposal time. If the Proposer fails to meet the SBE Goal, calculated on the Total Contract Amount, then the Proposer must meet the Good Faith Efforts and Good Faith Negotiation requirements set forth in Part C, Sections 4 and 5 of the CBI Policy. If the Proposer fails to meet the SBE Goal on the Total Contract Amount, and fails to earn the required Good Faith Efforts points, the Proposal will be rejected.

The City will request CBI Form 4 Letters of Intent if you are a finalist for contract award. You must submit a separate CBI Form 4 for each SBE subcontractor/supplier identified on CBI Form 3 (and CBI Form 3A, if applicable) within three (3) Business Days after the City requests it.

3. GOOD FAITH EFFORTS and GOOD FAITH NEGOTIATION:

If you do not meet the SBE Utilization Goal, then you must meet the Good Faith Efforts and Good Faith Negotiation requirements set forth in Part C Sections 4 and 5 of the CBI Policy. These are summarized below. Detailed information of the City’s Good Faith Efforts and Good Faith Negotiation requirements can be found in the CBI Policy, Part C, Sections 4 and 5. Failure to meet the Good Faith Efforts and Good Faith Negotiation requirements will constitute grounds for rejection of your proposal.

Documenting Good Faith Efforts. To demonstrate Good Faith Efforts (GFE) compliance, Proposers must complete and submit CBI Form 5: Good Faith Effort (GFE) and Statement of GFE Compliance. A minimum of fifty (50) GFE Points must be earned for each project when a SBE goal is not met. CBI Form 5 lists GFEs and the number of points attainable for each type of Good Faith Effort. The City will request your Good Faith Efforts (GFE) / Statement of GFE Compliance if you are an apparent selected Proposer for contract award, and you must submit CBI Form 5 and all supporting documentation within three (3) Business Days after the City requests it.

In deciding whether to award GFEs, the City will assess whether the efforts employed by the Proposer are those that a prime contractor would reasonably be expected to take if actively and aggressively trying to meet the SBE Goal established for the Contract. This assessment will be made on a case-by-case basis taking all available facts into account. The focus will be on the likely effectiveness of steps taken. Mere pro forma efforts will not be sufficient.

In awarding GFEs, the City may also take into account: (1) the Proposer’s past performance in meeting SBE goals; and (2) the performance of other Proposers in meeting the established SBE Goal on the Contract up for award. For example, when the apparent selected Proposer fails to meet the SBE Goal, but other Proposers meet it, the City may reasonably raise the question of whether, with additional reasonable efforts, the apparent selected Proposer could have met the goal.

It is important that you carefully review Part C, Sections 4 and 5 of the CBI Policy in order to understand and comply with all requirements. All actions necessary to earn the required GFE Points must be undertaken prior to Proposal Submission. Failure to comply with the requirements set forth in this section shall constitute grounds for rejecting a proposal.

3.4 Self-Performance.

A Proposer that intends to perform 100% of the work on a Contract with its own workforce may submit an affidavit (CBI Form 1) stating that the Proposer does not customarily subcontract elements of this type project, and normally performs and has the capability to perform and will perform all elements of work on this contract with its own current workforces. Self-Performance does not exempt Proposers from meeting the requirements of the CBI Program for Service Contracts. The City may require Proposers that desire to self-perform to nevertheless submit SBE Outreach Documentation. See Part C Section 2.3 of the CBI Policy for more information in how to comply with Self-Performance.

4. MANDATORY SUBCONTRACTING REQUIREMENTS:

Per Part B Section 2.4 of the CBI Policy, City Council has the authority to establish mandatory subcontracting requirements for certain contracts. The box checked below indicates whether such requirements have been established for this Contract:

City Council has established a mandatory subcontracting requirement of xx.xx percent ( %) for this Contract.

City Council has not established a mandatory subcontracting requirement for this Contract.

5. CBI POLICY PROVISIONS APPLICABLE AFTER CONTRACT AWARD:

If you are awarded a Contract with the City, note in particular the following Part D Sections of the CBI Policy regarding Post Contract Award Requirements and activity:

I. Compliance with committed SBE subcontracting goal throughout Contract completion (Part D, Section 2)

II. Performance of a commercially useful function and affiliate status (Part D, Section 3) III. Terminating or Replacing an SBE on the contract (Part D, Section 5) IV. New Subcontractor Opportunities (Part D, Section 6) V. Renewals (Part D, Section 7) VI. Payments to SBEs (Part D, Section 8)

VII. Utilization Reports and Documentation of Payments (Part D, Section 9) VIII. Remedies and Liquidated Damages (Part D, Section 14)

6. CBI CONTRACT PROVISIONS:

The following provisions are incorporated into any contract that may result from this solicitation.

Charlotte Business INClusion. The City has adopted a Charlotte Business INClusion Policy (“CBI Policy”), which is posted on the City’s website and available in hard copy form upon request to the City.

The parties agree that:

I. The terms of the CBI Policy, as revised from time-to-time, together with all rules and guidelines established, are incorporated into this Agreement by reference; and

II. A violation of the CBI Policy shall constitute a material breach of this Agreement, and shall entitle the City to exercise any of the remedies set forth in Part D of the CBI Policy, including but not limited to liquidated damages; and

III. Without limiting any of the other remedies the City has under the CBI Policy, the City shall be entitled to withhold periodic payments and final payment due to the Contractor under this Agreement until the City has received in a form satisfactory to the City all claim releases and other documentation required by the City’s CBI Policy, and in the event payments are withheld under this provision, the Contractor waives any right to interest that might otherwise be warranted on such withheld amount under G.S. 143-134.1; and

IV. The remedies set forth in Part D Section 14 of the CBI Policy shall be deemed cumulative and not exclusive and may be exercised successively or concurrently, in addition to any other available remedy; and

V. The City will incur costs if the Contractor violates the CBI Policy, and such costs are difficult to ascertain due to their indefiniteness and uncertainty. Accordingly, the Contractor agrees to pay the City liquidated damages at the rates set forth in Part D of the CBI Policy.

VI. The Contractor agrees to participate in any dispute resolution process specified by the City from time-to-time for the resolution of disputes arising from the CBI Policy.

VII. Nothing in this Section shall be construed to relieve a Contractor from any obligation it may have under N.C. Gen. Stat. 143-134.1 regarding the payment of subcontractors.

Remedies for Violation of CBI Policy. A violation of the CBI Policy by a Contractor shall constitute a material breach of the Contract, and shall entitle the City or private owner to:

I. Exercise all rights and remedies that it may have at law or at equity for violation of the CBI Policy;

II. Terminate the Contract for default;

III. Suspend the Contract for default;

IV. Withhold all payments due to the Contractor under the Contract until such violation has been fully cured or the City and the Contractor have reached a mutually agreeable resolution;

V. Assess liquidated damages as provided in Part D Section 14.2; and/or VI. Offset any liquidated damages and/or any amounts necessary to cure any violation of the CBI

Policy from any retainage being held by the City on the Contract, or from any other amounts due to the Contractor under the Contract.

The remedies set forth herein shall be deemed cumulative and not exclusive, and may be exercised successively or concurrently, in addition to any other available remedy.

Liquidated Damages. The City and the Contractor acknowledge and agree that the City will incur damages if the Contractor violates the CBI Policy in one or more of the ways set forth below, including but not limited to loss of goodwill, detrimental impact on economic development and diversion of internal staff resources. The parties further acknowledge and agree that the damages the City might reasonably be anticipated to accrue as a result of such failures are difficult to ascertain due to their indefiniteness and uncertainty. Accordingly, the Contractor agrees to pay the liquidated damages assessed by the City at the rates set forth below for each specified violation of the CBI Policy. The Contractor further agrees that for each specified violation the agreed upon liquidated damages are reasonably proximate to the loss the City will incur as a result of such violation:

I. Failure to Meet Committed SBE Goal. If the City determines upon completion or termination of a Contract that the Contractor did not meet a Committed SBE Goal and that such failure is not otherwise excused under Part D of the CBI Policy, the City may assess the lesser of: (a) $200,000 or (b) the dollar difference between the Committed SBE Goal that was missed and the Contractor’s actual SBE utilization toward that Goal. Such amount may be assessed when it becomes apparent that it will not be possible for the Contractor to achieve the Committed SBE Goal.

II. Use of a SBE as a Conduit. If the Contractor lists an SBE to receive credit toward a Committed SBE Goal with knowledge that the SBE will be acting as a Conduit or will not be performing a Commercially Useful Function reasonably commensurate with the payment amount for which the Contractor will be seeking credit, the City may assess the lesser of: (a) $100,000 per incident; or (b) the dollar amount the Contractor indicated that it would pay such SBE in the SBE’s contract (or if no contract has been signed, the SBE’s Letter of Intent).

III. Wrongful Termination or Replacement of SBE. If the Contractor terminates or replaces an SBE or SBE in violation of the CBI Policy, the City may assess the lesser of: (a) $50,000 per incident; or (b) the dollar amount of the work remaining to be performed by the terminated SBE or SBE at the time it was terminated (or if the SBE or SBE was not terminated because it was never retained, then the dollar amount that the Contractor indicated it would pay the SBE in the SBE’s Letter of Intent).

IV. Failure to Comply with CBI Policy Following Termination or Withdrawal of an SBE. If the Contractor fails to comply with the Modified Good Faith Efforts requirements (Part D, Section 5 of the CBI Policy) in replacing an SBE that is terminated or withdraws from work on a project, the City may assess the lesser of: (a) $50,000 per incident or (b) the dollar amount of the work remaining to be…