RFP P600323 _ Metro Atlanta Infrastructure an.pdf

Request for Proposal (RFP) 600323

METROPOLITAN ATLANTA RAPID TRANSIT AUTHORITY

REQUEST FOR PROPOSAL

FOR

P600323

METRO ATLANTA TRANSIT INFRASTRUCTURE AND TOD

ACCELERATOR

People taking People where they want to go today and tomorrow.

Thank you for your interest in doing business with the Metropolitan Atlanta Rapid Transit Authority ("MARTA" or the "Authority"). The Department of Contracts, Procurement and Materials ("CPM") encourages all prospective suppliers to carefully review the solicitation instructions and all required submittal forms included in this package. It is essential that each form be completed accurately and in its entirety.

All suppliers must complete, sign, and submit the required forms as part of their response. Failure to include any required form, or submission of incomplete or insufficient information, may result in your solicitation being deemed non-responsive.

If the information furnished is incomplete or inadequate, the Authority may require that additional information be submitted after the submittal deadline and before an award is made.

For information regarding this solicitation, please refer to the solicitation documents or submit any questions in writing to MARTA's designated contact person. If you need any technical assistance, please submit a request to MARTA's Procurement Project Support team at iSupplierinfo@itsmarta.com.

Thank you once again for your interest in doing business with the Authority. We look forward to receiving your solicitation response.

Sincerely, Jacqueline A. Holland

AGM, Contracts, Procurement and Materials

Submit your response to the following contact.

Company Metropolitan Atlanta Rapid Transit Authority

Buyer Reshaunna Austin Location 2424 Piedmont Road NE

Atlanta, GA

30324 Fulton United States

Phone Fax

E-mail raustin1@itsmarta.com

When submitting your response, include the following information.

Your Company Name

Company Site (Optional) Address

Contact Details Response Valid Until

(Optional)

This document has important legal consequences. The information contained in this document is proprietary of Metropolitan Atlanta Rapid Transit Authority. It shall not be used, reproduced, or disclosed to others without the express and written consent of Metropolitan Atlanta Rapid Transit Authority.

Table of Contents

1 Overview

1.1 General Information

1.2 Schedule

1.3 Negotiation Controls

1.4 Terms

2 Requirements

2.1 Section 1. PART 1: INFORMATION AND INSTRUCTIONS TO PROPONENTS

2.2 Section 2. PART 2: CONTENTS OF PROPOSALS AND SUBMITTALS

2.3 Section 3. PART 3: SUBMITTAL FORMS

2.4 Section 4. SOLICITATION TERMS AND CONDITIONS

3 Lines

3.1 Line Information

3.2 Line Details

3.2.1 Line 1

3.2.2 Line 2

3.2.3 Line 3

3.2.4 Line 4

3.2.5 Line 5

3.2.6 Line 6

4 Contract Terms

1 Overview

1.1 General Information

Title P600323: Metro Atlanta Transit Infrastructure and TOD Accelerator

Synopsis MARTA is seeking Proposals from Suppliers to provide project management services to assist MARTA staff in operating the Regional Infrastructure Accelerator (RIA), and financial advisory services, including innovative capital-raising strategies, capital sourcing and execution, through financial closing.

Buyer Reshaunna Austin Outcome Purchase Order E-Mail raustin1@itsmarta.com Two Stage Evaluation Yes

This is a two stage negotiation and all responses will be evaluated in two stages.

1.2 Schedule

Preview Date Open Date 04/29/2026 10:07 PM

Close Date 06/17/2026 2:00 PM Award Date Time Zone Eastern Standard Time

1.3 Negotiation Controls

Response Visibility Sealed

Lines Settings Rank Indicator 1,2,3...

Ranking Method Price only

1.4 Terms

Payment Terms NET Freight Terms Shipping Method FOB DESTINATION

Negotiation Currency USD (US Dollar) Price Precision 2

2 Requirements *Response is required

2.1 PART 1: INFORMATION AND INSTRUCTIONS TO PROPONENTS (Technical)

1. GENERAL AND BACKGROUND INFORMATION

The Metropolitan Atlanta Rapid Transit Authority ("MARTA") operates the ninth largest transit system in North America, providing bus, rail and paratransit services in the greater metropolitan Atlanta area. MARTA transports over 500,000 people in the City of Atlanta and counties of Clayton, DeKalb and Fulton daily.

MARTA has approximately 4,540 employees.

2. SERVICES BEING PROCURED

MARTA is seeking Proposals from Firms to provide project management services to assist MARTA staff in operating the Regional Infrastructure Accelerator (RIA), and financial advisory services, including innovative capital-raising strategies, capital sourcing and execution, through financial closing. This will assist MARTA in launching this program. MARTA's Department of Planning will administer the contract (if awarded) pursuant to the terms and conditions contained in that certain form of Metro Atlanta Transit Infrastructure and Transit

- Oriented Development (TOD) Accelerator Services Contract attached hereto at Part 4 ("Contract").

3. DEFINITIONS

The following terms shall have the following meanings when used throughout this Request for Proposals ("

RFP"):

Proponent: Each Firm or aggregation of Firms (which may include a joint venture partnership, limited liability company or limited liability partnership) submitting a proposal in response to this RFP with the intent of performing the services as the prime contractor.

Firm(s): A Firm that has or will obtain, prior to the execution of any contract awarded hereunder, all necessary licenses required by the State of Georgia to perform the Services and is authorized to do business in the State of Georgia.

Proposal(s): A written response (i.e., technical proposal and price proposal) to this RFP prepared by a Proponent and submitted to MARTA's Office of Contracts, Procurement and Materials ("CPM").

4. MINIMUM QUALIFICATIONS

To participate in this procurement, Proponent must satisfy the minimum qualifications required by this RFP.

Where the Proponent is a partnership, joint venture arrangement, limited liability company, limited liability partnership or other multiple entity organization, the entity that holds a majority ownership interest in the Proponent (i.e., over 50% ownership) must meet the minimum requirements set forth in this RFP.

Additionally, prior to execution of the Contract, the successful Proponent will be required to demonstrate that it is duly authorized to conduct business in the State of Georgia.

Proponent or entity comprising Proponent must not submit more than one (1) Proposal under the same or different names or as part of multiple organizations. Any Proponent or entity comprising Proponent that submits more than one (1) Proposal in response to this solicitation shall be deemed non-responsive. NOTE:

This restriction set forth in this paragraph is not applicable to subcontractors.

By submitting a Proposal in response to this RFP, the Proponent represents and warrants to MARTA that Proponent has or will acquire all of the licenses, certifications, permits, bonding capacity and insurance. By submitting a Proposal concerning this procurement, Proponent acknowledges that it is familiar with all laws applicable to this procurement, including, but not limited to, all of MARTA's policies and procedures (as the same may change from time to time), all of which is incorporated into this RFP by this reference.

5. NO OFFER BY MARTA; FIRM OFFER BY PROPONENT

This procurement does not constitute an offer by MARTA to enter an agreement and cannot be accepted by any Proponent to form an agreement. This procurement is only an invitation for offers from interested Proponents and no offer or Proposal shall bind MARTA. However, Proponent's offer is a firm offer to MARTA for a period of 150-calendar days from the Proposal Deadline and may not be withdrawn during such 150-calendar day period.

6. PRE-PROPOSAL CONFERENCE

A pre-proposal conference is scheduled for May 18, 2026, at 10:00 a.m. (local time) using the following weblink: https://events.gcc.teams.microsoft.com/event/f640c04b-e3c5-45cc-9cad- 3c21add75aa3@d5b52ccb-1bf9-4a3e-a010-0f3b332bc26a. Attendance at the pre-proposal conference is not required but is strongly encouraged. Each Proponent is responsible for being fully informed regarding all existing and expected conditions and matters that may affect the cost or the performance of the Services.

Any failure to fully investigate the requirements of this RFP shall not relieve any Proponent from the responsibility to properly estimate the difficulty or cost of successfully performing the Services being sought under this RFP.

7. ADDITIONAL DOCUMENTATION

Each Proponent, if successful, acknowledges and agrees to submit such additional documentation (e.g., insurance/bonds, etc.) promptly after an award pursuant to any notice provided by MARTA and as required by the terms of this RFP and the Contract.

8. PROCUREMENT QUESTIONS; PROHIBITED CONTACTS

Any questions regarding this procurement must be submitted in writing to MARTA's contact person, Reshaunna Austin via electronic mail raustin1@itsmarta.com, on or before May 20, 2026, at 11:59 p.m.

(local time). Questions submitted after the designated period may not be considered by MARTA. Any response made by MARTA will be provided in writing to all Proponents by posting the same to MARTA's website at www.itsmarta.com. It is the responsibility of each Proponent to obtain a copy of all responses and/or any addenda issued for this procurement by monitoring MARTA's website. No Proponent may rely on any verbal response to any question concerning this procurement. All Proponents (and any representative thereof) are strictly prohibited from contacting any MARTA employees (or third-party representatives or consultants of MARTA) on any matter having to do with this procurement. All communications by any Proponent must be made with MARTA's contact person or any other MARTA employees or representatives designated by the head of MARTA's Contracts, Procurement and Materials Department.

9. PROPOSAL DEADLINE

https://events.gcc.teams.microsoft.com/event/f640c04b-e3c5-45cc-9cad-3c21add75aa3@d5b52ccb-1bf9-4a3e-a010-0f3b332bc26a https://events.gcc.teams.microsoft.com/event/f640c04b-e3c5-45cc-9cad-3c21add75aa3@d5b52ccb-1bf9-4a3e-a010-0f3b332bc26a

To be considered responsive, a Proponent must complete and submit its Proposal and all required submittals and attachments in accordance with the instructions contained or referenced in this RFP. All responses to this RFP must be received electronically by MARTA's Department of Contracts, Procurement & Materials, on or before June 17, 2026, at 2:00 p.m. (local time). Any Proposals received after this time will not be considered/reviewed and will be rejected.

10. REQUIRED SUBMITTALS

Form 1: Illegal Immigration Reform and Enforcement Act.Each Proponent mustcomplete, sign and submit a Contractor's Affidavit with its Proposal. This RFP is subject to the Illegal Immigration Reform and Enforcement Act of 2011 ("Act"), as amended. Pursuant to the Act, the Proponent must provide with its Proposal proof of its registration with and continuing and future participation in the E-Verify program established by the United States Department of Homeland Security. Under state law, MARTA cannot consider any Proposal which does not include a completed Contractor's Affidavit. It is not the intent of this notice to provide detailed information or legal advice concerning the Act. All Proponents intending to do business with MARTA are responsible for independently apprising themselves of and complying with the requirements of the Act and assessing its effect on MARTA procurements and their participation in those procurements. For additional information on the E-Verify program or to enroll in the program, go to https:

//www.e-verify.gov/employers/enrolling-in-e-verify.

Form 2: No Conflict of Interest. Each Proponent mustcomplete, sign and submit with their Proposal the information called for by the form.

Form 3: List of Proposed Subcontractors. Each Proponent is requested to furnish with their Proposal the information called for by the form. If the form is omitted or if the information furnished is incomplete or inadequate, the Authority may require that additional information be submitted after the Proposal Deadline and before an award is made.

Form 4: Qualifications and Business References. Each Proponent is requested to furnish with their Proposal the information called for by the form. If the form is omitted or if the information furnished is incomplete or inadequate, the Authority may require that additional information be submitted after the Proposal Deadline and before an award is made.

Form 5: Certification of Primary Participant Regarding Debarment, Suspension, and Other Responsibility Matters. Each Proponent must complete, sign and submit with their Proposal the information called for by the form.

Form 6: Certification of Lower-Tier Participant Regarding Debarment, Suspension, and Other Ineligibility and Voluntary Exclusion. Each Proponent mustcomplete, sign and submit with their Proposal the information called for by the form.

Form 7: Certification Regarding Lobbying. Each Proponent must complete, sign and submit with their Proposal the information called for by the form.

Form 8: Disclosure of Lobbying Activities. Each Proponent must complete, sign and submit with their Proposal the information called for by the form.

Appendix A: Department of Corporate Compliance and Engagement Requirements. MARTA's Department of Corporate Compliance and Engagement program(s) applicable to this procurement and any Contract that may be awarded pursuant to this procurement are set forth in Appendix A attached hereto.

Each Proponent should furnish the information requested by Appendix A with their Proposal. If the form is omitted or if the information furnished is incomplete or inadequate, the Authority may request this https://www.e-verify.gov/employers/enrolling-in-e-verify information. Proponent shall have five (5) business days to provide the requested information. If the Proponent fails to provide this information within five (5) business days, the Proponent may be deemed non-responsible.

11. OWNERSHIP OF PROPOSALS

Each Proposal submitted to MARTA will become the property of MARTA, without compensation to a Proponent, for MARTA's use, in MARTA's sole discretion.

12. PROPOSAL EVALUATION, AWARD AND MULTIPLE AWARDS

a. Upon receipt and review of the Proposals, MARTA shall determine which Proponents are responsive and responsible. MARTA will notify each Proponent in writing of MARTA's determination. After the Proposal Deadline, MARTA's Source Evaluation Committee ("SEC") will evaluate each responsive Proposal in accordance with the evaluation criteria described in this RFP. If MARTA elects to award this RFP, MARTA will award the same to the most responsive and responsible Proponent that submits a Proposal that is in the best interest of MARTA to accept. Proponents may be required to make an oral presentation to the SEC at any stage of the selection and evaluation process.

b. The selection of the successful Proponent(s), if any, will be based on the following criteria, which are listed in descending order of importance:

(i) Proponent's Approach to the Scope of Work

(ii) Specialized Experience with Required Work

(iii) Key Personnel Experience and Project Commitment

(iv) Price Proposal

(v) Financial Capabilities; and

(vi) An evaluation of the response to information requested in Appendix A regarding Equal Employment Opportunity and Disadvantaged Business Enterprises.

c. The Authority reserves in its sole discretion, the option to award to multiple Proponents. The award(s) will be based on the Proposal(s) in its entirety or by components. If only one (1) acceptable Proponent is received, MARTA will determine whether a price or cost analysis of the Proposal is required. If MARTA decides to make a price or cost analysis, the Proponent will provide all information needed and requested by MARTA to do so and shall otherwise cooperate as necessary for the purpose.

13. SUBMISSION OF PROPOSALS

a. Proposals should be submitted according to the requirements of this RFP. All blank spaces must be typed or handwritten in blue or black ink. All corrections to any entry should be lined out and initialed by the Proponent prior to Proposal submission. Do not use correction tape or liquid paper.

b. Proposals should be signed by hand by a principal of the Proponent with the authority to bind the Proponent and enter into an agreement with MARTA. Joint ventures or partnerships must designate one joint venture member/partner to represent the joint venture or partnership, respectively, with the authority to submit and execute a Proposal, bind the entity as well as enter an agreement with MARTA. Each Proponent is responsible for the preparation of its Proposal and for the costs associated therewith.

c. Each Proponent should submit a complete Proposal in accordance with the requirements of this RFP.

The format for the submission of a Proposal mandated by this RFP is not negotiable. The name and number of the project is: RFP P600323: Metro Atlanta Transit Infrastructure and TOD Accelerator. All Proposals must be submitted electronically.

d. Proposals will not be reviewed on the following days: New Year's Day, Martin Luther King, Jr's birthday, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving Day, the day after Thanksgiving Day and Christmas Day.

e. A Proponent must submit one (1) electronic copy of its Technical Proposal, and one (1) electronic copy of its Price Proposal.

f. Each Proposal should contain a table of contents and separate sections for the information requirements set forth in this RFP, as well as for the forms required to be submitted.

g. Each Proponent shall promptly notify MARTA in writing, prior to the Proposal Deadline, should the Proponent find discrepancies, errors, ambiguities or omissions in any of Proponent's Proposal documents or should the intent or meaning set forth in Proponent's Proposal documents appear unclear or ambiguous.

h. Each Proponent shall promptly notify MARTA in writing should the Proponent find discrepancies, errors, ambiguities or omissions in any of the RFP documents prior to the end of the question/comment period set forth herein. MARTA will reply to such notices, if necessary, by issuing an addendum to the RFP. It is the responsibility of each Proponent to obtain a copy of any addendum issued for this RFP by monitoring MARTA's website at www.itsmarta.com.

14. REJECTION OF PROPOSALS; CANCELLATION OF RFP; WAIVER OF TECHNICALITIES

MARTA reserves the right to reject any Proposal or all Proposals or to waive any technical defect in a Proposal before or after Proposal submission. MARTA also reserves the right to cancel this RFP at any time for any reason or no reason. Additionally, MARTA may, by addendum, modify any provision or part of this RFP at any time prior to the proposal deadline. The Proponent shall not rely on oral clarifications to the RFP unless they are confirmed, in writing, by MARTA in an issued addendum. MARTA also reserves the right to award based upon a Proponent's original submission without discussion.

15. GEORGIA OPEN RECORDS ACT

Information provided to MARTA is subject to disclosure under the Georgia Open Records Act ("GORA").

Pursuant to O.C.G.A. § 50-18-72(a)(34), "[a]n entity submitting records containing trade secrets that wishes to keep such records confidential under this paragraph shall submit and attach to the records an affidavit affirmatively declaring that specific information in the records constitute trade secrets pursuant to Article 27 of Chapter 1 of Title 10 [O.C.G.A. § 10-1-760 et seq.]."

16. REPRESENTATION

By submitting a proposal in response to this RFP, Proponent acknowledges and represents that: (a) the accompanying quote is made by a person or business entity that is neither a high cost lender nor a predatory lender, nor is the Proponent an affiliate of a high cost lender or a predatory lender, as described in Chapter 6A of Title 7 of the Official Code of Georgia Annotated ("Code"); (b) it has read all of the RFP documents (including, without limitation, the Contract) and acknowledges that, if successful, Proponent shall be bound by the requirements stated therein; (c) the signatory to the Proposal is the Proponent (or

Proponent's duly authorized agent or employee of the Proponent with the authority to bind Proponent hereto); (d) any information or disclosure provided in response to this RFQ are fully restated herein and remain truthful and accurate representations up to and including the date Proponent submits its Proposal to MARTA; (e) Proponent has submitted all substantive revisions to the Contract for MARTA's review with its Proposal; (f) it will be bound by MARTA's Code of Ethics: available at https://www.itsmarta.com/uploadedFiles/More/About_MARTA/Code%20of%20Ethics%2010-10-24.pdf.

as the same may be amended from time to time in MARTA's sole discretion; and (g) it agrees that it will voluntarily notify MARTA immediately if any information or disclosure provided to MARTA during any part of this procurement process changes, is no longer accurate or would be misleading in any way.

17. PROTESTS

Any protest or objection to this RFP or the solicitation process related to this RFP must be submitted, in a timely manner, in accordance with the Protest Procedures set forth on MARTA's website at https://itsmarta.

com/uploadedfiles/Bid%20Protest%20Procedure.pdf

18. EQUAL EMPLOYMENT OPPORTUNITY AND DISADVANTAGED BUSINESS UTILIZATION

All Proponents are strongly encouraged to consider the use of Disadvantaged and/or Small Business Enterprises ("SDBE(s)") in all aspects of the Contract that will be awarded pursuant to this solicitation process.

MARTA has assigned a 0% goal for Disadvantaged Business Enterprise (DBE) participation in this project, the Proponent agrees and warrants that Proponent:

(a) does not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, or national origin; (b) complies with all the provisions of the rules, regulations and other relevant orders of the US Secretary of Labor, and by Title VI of the Civil Rights Act of 1964, as well as, the Age Discrimination in Employment Act effective June 12, 1968, and will permit access to books, records and accounts by the Authority, the Secretary of Labor and/or the Secretary of Transportation, for purposes of investigation to ascertain Proponent's compliance with such rules, regulations, and orders; (c)The breach of any of the foregoing agreements and warranties shall be a material breach of this contract, for which MARTA, in addition to all other remedies, shall have the right to cancel the contract; and (d) provides MARTA with a written copy of its equal opportunity policy statement, which will be accomplished prior to Contract award.

19. ELECTRONIC SOLICITATION DOCUMENTS

This RFP is being made available to all Proponents by electronic means. By responding to this RFP, Proponent acknowledges and accepts full responsibility to ensure that it is responding to the correct form of RFP, including any addenda issued by MARTA's Department of Contracts, Procurement and Materials.

Proponent acknowledges and agrees that in the event of a conflict between the RFP in the Proponent's possession and the version maintained by MARTA's Department of Contracts, Procurement and Materials, the version maintained by MARTA's Department of Contracts, Procurement and Materials shall govern. The RFP document is available at www.itsmarta.com.

https://www.itsmarta.com/uploadedFiles/More/About_MARTA/Code%20of%20Ethics%2010-10-24.pdf https://itsmarta.com/uploadedfiles/Bid%20Protest%20Procedure.pdf https://itsmarta.com/uploadedfiles/Bid%20Protest%20Procedure.pdf

20. AWARD OF CONTRACT; EXECUTION

If MARTA awards a Contract pursuant to this procurement, MARTA will prepare and forward to the successful Proponent a Contract for execution substantially in the form included in solicitation document.

2.2 PART 2: CONTENTS OF PROPOSALS AND SUBMITTALS (Technical)

1. GENERAL CONTENTS OF PROPOSALS

1. A Proponent should submit a complete a Proposal in response to this RFP in the format specified in this RFP. A Proposal consists of two (2) parts:

(a) Technical Proposal: This part will contain all of the information and submittals that are required by the RFP or being provided by Proponent as part of its Proposal; and

(b) Price Proposal: This part will contain the electronic price proposal form. FAILURE TO COMPLETE

THE PRICE PROPOSAL FORM MAY, IN MARTA'S SOLE DISCRETION, BE CAUSE FOR PROPONENT

TO BE DEEMED NON-RESPONSIVE.

2.

Technical Proposal:

(a) Title Page: The title page should show the RFP number and title, the Proponent's name, address and telephone and fax numbers of the contact person(s) for Proponent and the date of Proponent's Proposal.

(b) Table of Contents: The table of contents should outline and index the contents of the Proposal and correspond to the requirements of this RFP.

(c) Transmittal Letter: A letter that briefly states the Proponent's understanding of the work to be performed, its commitment to perform the work, and a statement of the reason(s) why the Proponent believes it is the best qualified individual or entity to perform the work.

(d) Executive Summary: Each Proponent should include an overview of the Proponent's qualifications to provide the services being procured through this RFP and a high-level description of the proposed solution. At a minimum, the Executive Summary should contain the following information:

(i) Complete legal name of the Proponent and the name of the legal entities that comprise the Proponent. The Proponent should provide the domicile where each entity comprising it is organized, including entity name, brief history of the entity, contact name, address, phone number, and facsimile number, as well as the legal structure of the entity.

(e) Response to all Requirements:The Proponent's response to all requirements should include, but is not limited to, the following information:

(i) A detailed description of the services proposed by the Proponent to meet the requirements and goals of MARTA. The description shall demonstrate the Proponent understands the requirements and Authority's goals by describing how Proponent will achieve the same.

(f) Organizational Structure and Key Personnel: The Proponent should provide (a) an organizational chart of the Proponent's management structure and(b) corresponding resumes for key personnel positions Proponent intends to use to perform the Contract, including the program manager and the alternate program manager. The organizational structure and resumes should clearly identify the Proponent's management team.

(i) Legal form of the Proponent and the state in which it is domiciled. In the case where the Proponent is a partnership, joint venture or affiliation of two or more firms, please provide information for all participants and the nature of the relationship. This should include organizational documents and a brief description of the rights and obligations of the parties.

(ii) Resumes should include at least the following information:

a. Name and Title;

b. Professional Background;

c. Education; and

d. Current and Past Employment.

(iii) The Proponent should also include a statement that clearly identifies the level of authority vested to each individual within Proponent's management structure to make decisions on behalf of the Proponent.

(iv) The Proponent should include the name, address, telephone and fax number for the contact person authorized to communicate and negotiate on behalf of the Proponent.

(v) List any outstanding disputes or business relationships between the Proponent and the following entities, if any:

a. MARTA;

b. The United States Department of Transportation;

c. Federal Transit Administration;

d. Georgia Department of Transportation;

e. City of Atlanta;

f. County of Clayton;

g. County of Cobb;

h. County of DeKalb;

i. County of Fulton; and/or

j. County of Gwinnett.

Describe any other outstanding disputes involving the Proponent that may affect the Contract, which MARTA should be made aware.

(g) References and Client List: Proponents should provide:

(h) Experience and Qualifications: To allow MARTA to fully understand the capabilities of the Proponent, the Proponent should provide the information requested below for Proponent and if Proponent is a partnership or joint venture, then each member of Proponent shall provide the following information. Please provide the information stated below for each member of the Proponent's team. Use additional sheets, if necessary.

(i) Financial Information: Given the nature of this project, MARTA needs to understand the Proponent's financial capability to undertake and successfully complete this project. Proponents should provide the following:

(i) Audited financial statements or tax filings for the past three (3) years (i.e., 2023, 2024, and 2025). If Proponent's current year's audited financial statements or tax filings are not yet complete, Proponent may provide either (a) audited financial statements or tax filings for 2023, 2024 and 2025 or (b) audited financial statements or tax filings for 2024 and 2025 as well as unaudited summary statements for the current year. The statements should include each of the following at a minimum:

(A) Balance sheet;

(B) Income statement; and

(C) Statement of change in financial position, if any.

(ii) The names and phone numbers of references for the following:

(A) Two commercial banks; or

(B) Two institutional partners; or

(C) One commercial bank and one institutional partner.

(iii) Terms and conditions of any significant contingent liabilities, such as guaranteed loans or other obligations which could affect the ability of Proponent to obtain financing for this project.

(iv) Any financial statements that PROPONENT deemS to be confidential SHOULD BE MARKED AS Proprietary.

NOTE: If the Proponent is a partnership, joint venture or newly formed entity (e.g., limited liability company or corporation), the minimum requirements set forth throughout the RFP must be satisfied by the entity or individual(s) that own and control a majority equity interest (i.e., over 50%) of the partnership, joint venture or newly formed entity.

3. PRICE PROPOSAL

Each Proponent is required to fully complete the electronic Price Proposal Form. FAILURE TO COMPLETE

THE PRICE PROPOSAL FORM MAY, IN MARTA'S SOLE DISCRETION, BE CAUSE FOR PROPONENT

TO BE DEEMED NON-RESPONSIVE.

2.3 PART 3: SUBMITTAL FORMS (Technical)

1. This Checklist is being provided for information purposes only. (Please find the check list as below) CHECK

LIST PART 3: SUBMITTAL FORMS

1. Illegal Immigration Reform and Enforcement Act Affidavit (Form 1)

2. Contract Affidavit (Form 1a)

3. Subcontractor Affidavit (Form 1b)

4. Sub-Subcontractor Affidavit (Form 1c)

5. No Conflict of Interest (Form 2)

6. List of Proposed Subcontractors (Form 3)

7. Qualification and Business References (Form 4)

8. Certification of Primary Participant Regarding Debarment, Suspension, and Other

Responsibility Matters (Form 5)

9. Certification of Lower-Tier Participant Regarding Debarment, Suspension, and Other

Ineligibility and Voluntary Exclusion (Form 6)

10. Certification Regarding Lobbying (Form 7)

11. Disclosure of Lobbying Activities (Form 8)

12. Department of Corporate Compliance and Engagement Requirements (Appendix A)

*2. Please download the attached file which contains the set of forms. Please fill the form appropriately and upload it back.

Attachments:

File Name or URL Type Description

P600323 PART 3-

Submittal Forms

File P600323 PART 3-Submittal Forms

Select one of the following:-

a. Form Attached(Response attachments are required)

3. Please share the updated forms related to Illegal Immigration Reform and Enforcement Act Affidavit (Form 1).

(Submittal forms format is provided as part of solicitation attachment).

Select one of the following:-

a. Forms Attached

*4. Please share the updated forms related to Contractor Affidavit O.C.G.A. § 13-10-91(b)(1) (Form 1a).

(Submittal forms format is provided as part of solicitation attachment).

Select one of the following:-

a. Forms Attached

5. Please share the updated forms related to Subcontractor Affidavit O.C.G.A. § 13-10-91(b)(3) (Form 1b).

(Submittal forms format is provided as part of solicitation attachment).

Select one of the following:-

a. Form Attached

6. Please share the updated forms related to Sub-subcontractor Affidavit O.C.G.A. § 13-10-91(b)(4) (Form 1c).

(Submittal forms format is provided as part of solicitation attachment).

Select one of the following:-

a. Form Attached

*7. Please share the updated forms related to No Conflict of Interest (Form 2).

(Submittal forms format is provided as part of solicitation attachment).

Select one of the following:-

a. Form Attached

*8. Please share the updated forms related to List of Proposed Subcontractors (Form 3). If not applicable, please write or type "N/A" at the top of the form and submit it.

(Submittal forms format is provided as part of solicitation attachment).

Select one of the following:-

a. Forms Attached

*9. Please share the updated forms related to Qualifications and Business References (Form 4).

(Submittal forms format is provided as part of solicitation attachment).

Select one of the following:-

a. Form Attached

*10. Please share the updated forms related to Certification of Primary Participant Regarding Debarment, Suspension, and Other Responsibility Matters (Form 5).

a. Form Attached

*11. Please share the updated forms related to Certification of Lower -Tier Participant Regarding Debarment, Suspension, and Other Ineligibility and Voluntary Exclusion (Form 6).

a. Form Attached

*12. Please share the updated forms related to Certification Regarding Lobbying (Form 7).

Select one of the following:-

a. Form Attached

*13. Please share the updated forms related to Disclosure of Lobbying Activities (Form 8).

a. Form Attached

*14. Please share the updated forms related to Corporate Compliance and Engagement Requirements (Appendix A).

(Submittal forms format is provided as part of solicitation attachment).

Select one of the following:-

a. Form Attached

2.4 SOLICITATION TERMS AND CONDITIONS (Technical)

*1. Please review the terms and conditions provided as part of this solicitation and provide your confirmation.

Select one of the following:-

a. Accepted

b. Discussion Needed(Response attachments are optional)

Comments:

3 Lines Instructions Please enter your pricing in the Excel spreadsheet (attached to line 1), ensuring that all amounts align with the task percentages identified for each task. Additionally, the same pricing information must be entered in Oracle.

Ensure that the subtotal/total values in both the spreadsheet and Oracle are consistent and match exactly.

3.1 Line Information

Line Target Quantity

Response Quantity

Response Price

Line Amount

Promised Date

1-FY26: Finalize Governance Structure, Project Management Plan, and Project Evaluation Plan 2-FY26: Develop Financial Strategy for Pipeline Projects 3-FY26: Prepare and Submit TIFIA Application 4-FY26: Finalize Long-Term Sustainability Model 5-FY27: Prepare and Submit TIFIA Application 6-FY27: Finalize Long-Term Sustainability Model

3.2 Line Details

3.2.1 Line 1 FY26: Finalize Governance Structure, Project Management Plan, and Project Evaluation Plan

Category Name 95877 Allow Alternate Lines No

Requested Date 12/31/2026 Location 2424 Piedmont Road

NE

Atlanta, GA

30324 Fulton

Start Price (USD)

Note Please enter your pricing in the Excel spreadsheet, ensuring that all amounts align with the task percentages identified for each task. Additionally, the same pricing information must be entered in Oracle. Ensure that the subtotal/total values in both the spreadsheet and Oracle are consistent and match exactly.

Attachments File Name or URL Type Description P600323 Proposal Form File P600323 Proposal Form

3.2.2 Line 2 FY26: Develop Financial Strategy for Pipeline Projects

Requested Date 12/31/2026 Location 2424 Piedmont Road

NE

Atlanta, GA

30324 Fulton

Start Price (USD)

3.2.3 Line 3 FY26: Prepare and Submit TIFIA Application

Requested Date 12/31/2026 Location 2424 Piedmont Road

NE

Atlanta, GA

30324 Fulton

3.2.4 Line 4 FY26: Finalize Long-Term Sustainability Model

Requested Date 12/31/2026 Location 2424 Piedmont Road

NE

Atlanta, GA

30324 Fulton

3.2.5 Line 5 FY27: Prepare and Submit TIFIA Application

Requested Date 09/01/2027 Location 2424 Piedmont Road

NE

Atlanta, GA

30324 Fulton

3.2.6 Line 6 FY27: Finalize Long-Term Sustainability Model

Requested Date 09/01/2027 Location 2424 Piedmont Road

NE

Atlanta, GA

30324 Fulton

4 Contract Terms

Contract Terms and Conditions PRC: EXHIBIT D- Additional Insurance and Bonding Requirements

CONTRACT NO. P600323

METRO ATLANTA TRANSIT INFRASTRUCTURE AND TOD ACCELERATOR

This Metro Atlanta Transit Infrastructure and TOD Accelerator Services Contract ("Contract") is entered into and effective on and as of __________________, ("Effective Date") by and between the Metropolitan Atlanta Rapid Transit Authority ("MARTA") and the ________________, a ___________________________ ("Contractor"). MARTA and Contractor are collectively referred to herein as the "Parties" and each, individually, as a "Party."

Contract Name: Metro Atlanta Transit Infrastructure and TOD Accelerator

Contract No: P600323

Contractor: ______________________

MARTA Department:

Planning____________

Address:

Address:

MARTA

2424 Piedmont Road, NE

Atlanta, Georgia 30324-3330

Phone:

Phone:

Email:

Email:

Contractor's Authorized Representative:

_____________________________ (or his or her designee(s))

MARTA's Authorized Representative:

___________________ (or his or her designee(s))

1. SERVICES.

(a) Service. Subject to the terms and conditions set forth herein, Contractor shall perform the services described in the statement of work attached hereto as Exhibit A ("Statement of Work," "Scope of Work," "Scope of Services" or " Services"). The Contractor shall perform the Services when ordered from time to time by MARTA or as stipulated in the Statement of Work. Contractor will be responsible for the cost of, obtaining, maintaining and complying with, and paying all fees and taxes associated with, all applicable licenses, authorizations, consents, approvals and permits required of Contractor in performing Servicesand complying with this Contract. Contractor acknowledges and agrees that MARTA is exempt from all State taxes, use taxes and federal excise taxes, and no provisions for such taxes should be included in any price proposal/quote and MARTA will not pay any such tax if included therein or otherwise invoiced.

(b) Contractor Costs.Unless otherwise expressly provided in this Contract, all materials, equipment, software, facilities and labor required for the proper performance of the Services shall be furnished by and be under the sole direction and control of Contractor and at Contractor's sole expense.

Contractor shall be responsible, at its sole cost, for procuring and using such resources in a professional and workmanlike manner at no additional cost to

MARTA.

(c) Removal of Employees Assigned to MARTA Contract. Within a reasonable period, but not later that seven (7) days after Contractor's receipt of notice from MARTA that the continued assignment to this Contract of any Contractor Employees is not in the best interests of MARTA or may create a conflict of interest (in MARTA's sole determination), Contractor shall remove such Contractor Employee(s) from providing services under this Contract.

Contractor will not be required to terminate the employment of such individual.

Contractor will assume all costs associated with the replacement of any Contractor Employees. In addition, Contractor agrees to remove from this Contract any Contractor Employees who have engaged in willful misconduct or have committed a material breach of this Contract immediately after Contractor becomes aware of such misconduct or breach and notify MARTA of the same. For purposes of this Contract, the term "Contractor Employee(s)" shall mean all of Contractor's employees, contractors, subcontractors, agents, including, without limitation, the employees, contractors, subcontractors, agents of Contractor's partners or joint venture partners and any other individuals or entities providing any of the Services set forth in the Contract under the color of Contractor's authority.

(d) Contractor Authorized Representative. Contractor designates the person(s) named herein above as its Contractor Authorized Representative ("Contractor Authorized Representative") who shall: (a) be an employee within Contractor' s organization, with the information, authority and resources available to properly coordinate Contractor's responsibilities under this Contract; (b) serve as primary interface and the single-point of communication for the provision of Services by Contractor; (c) have day-to-day responsibility and authority to address issues relating to the Services; and (d) devote adequate time and efforts to managing and coordinating the Services.

(e) MARTA Authorized Representative. MARTA designates the person(s) named herein above as its MARTA Authorized Representative(s) ("MARTA Authorized Representative") who shall: (a) serve as primary interface and the primary point(s) of communication for the provision of Services; (b) have day-to-day responsibility to address issues relating to this Contract; and (c) to the extent provided under applicable law (and the policies and procedures of

MARTA) as the same may change from time to time, have the authority to execute any additional documents or changes on behalf of MARTA.

2. TERM.The term of this Contract shall commence on the Effective Date and expire two

(2) years after MARTA provides Contractor with a written Notice to Proceed, unless earlier terminated in accordance with the terms of this Contract. The term 'Notice to Proceed' for purposes of this Contract means a written instruction from MARTA to Contractor instructing the Contractor to commence work under this Contract.

3. OPTIONS TO EXTEND TERM. Reserved.

4. SPECIAL TERMS AND CONDITIONS. Notwithstanding anything to the contrary contained herein, the Parties acknowledge and agree that in the event of a conflict between the terms and conditions contained in Exhibit B and the balance of the Contract, the terms and conditions set forth in Exhibit B shall control.

5. COMPENSATION. MARTA shall only pay Contractor for the Services actually requested by MARTA's Authorized Representative, which are timely performed by Contractor in accordance with the terms of this Contract by Contractor and actually received by MARTA. MARTA shall pay Contractor at the rate(s) set forth in Exhibit C or elsewhere in this Contract. Contractor acknowledges and agrees that the total compensation payable to Contractor shall not exceed $___________________.

Except as set forth in Exhibit C or elsewhere in this Contract, the Contractor may bill for the Services actually requested and rendered on a monthly basis.

Notwithstanding anything to the contrary contained herein, Contractor acknowledges and agrees not to submit an invoice to MARTA if the amount due is less than $500.00, unless it is the final invoice. Each invoice must contain the following information in order to be processed by MARTA: (a) Contract Number; (b) contain a description of the Services rendered.

MARTA will pay each properly formatted, rendered and undisputed invoice, via MARTA's Self-Invoicing Portal, within thirty (30) days after the later of MARTA's receipt of the invoice (as noted above) or MARTA's receipt and acceptance of the goods, equipment and/or services. For instructions to submit invoices via MARTA's Self-Invoicing Portal, please access the following link:

https://itsmarta.com/uploadedfiles/Supplier%20Reference%20-%20J2619.pdf

Notwithstanding anything to the contrary contained herein, the Parties acknowledge and agree that in the event of a conflict between the terms and conditions contained in this Section 5 and Exhibit C, the terms and conditions set forth in Exhibit C shall control.

6. EQUAL OPPORTUNITY AND DISADVANTAGED BUSINESS ENTERPRISES.

(a) Where applicable, Contractor agrees to comply with the terms, conditions and goals set forth in Appendix A attached hereto and incorporated herein by this reference.

(b) Contractor agrees that it will not discriminate against any business owner https://itsmarta.com/uploadedfiles/Supplier%20Reference%20-%20J2619.pdf because of the owner's race, color, religion, national origin, sex or physical disability in connection with the award or performance of this Contract.

Contractor agrees to include the above statements in any subcontracts or subsequent agreements that it enters into and cause those businesses to similarly include the statements in subsequent agreements related to this Contract.

(c) Contractors are required to submit their Equal Employment Opportunity ("EEO ") statistical data (EEO-1 report), as well as, Disadvantaged Business Enterprise ("DBE") utilization commitments.

(d) Contractor shall provide an equal opportunity policy statement signed by the firm's Chief Executive Officer (or its equivalent). The policy statement will indicate that the Contractor does not discriminate against any employee or applicant for employment because of race, color, religion, sex or national origin. Further, the Contractor will state that it will take affirmative action to ensure that applicants are employed, and that employees are treated during their employment, without regards to race, color, religion, sex, or national origin.

7. DEFAULT; REMEDIES.

(a) Contractor shall be in default under the terms of this Contract if Contractor:

(i) fails to make any payment within five (5) days of the date such payment is due to MARTA whether or not MARTA has provided the Contractor with an invoice or written notice of the amount due or overdue;

(ii) ceases to provide any of the Services without the written consent of MARTA's Authorized Representative or becomes permanently deprived of the rights, powers, or privileges necessary for the proper conduct thereof;

(iii) becomes insolvent or seeks the benefit of any present or future insolvency statute, makes an assignment for the benefit of any creditor, files a voluntary petition in bankruptcy, or consents to the appointment of a receiver, trustee or liquidator of any of its assets;

(iv) files a petition under any part of the federal bankruptcy laws, or an action under any present or future insolvency law or statute, or is involved in an involuntary bankruptcy filing that is not dismissed within sixty (60) days after filing

(v) fails to keep, perform or observe any term, covenant or condition set forth in this Contract;

(vi) intentionally or willfully misrepresents any material fact to MARTA;

(vii) makes any material misrepresentation (or failed to make a full and accurate disclosure) to MARTA in the documents, questionnaires, forms or materials submitted by Contractor in response to the Request for Qualifications, Request for Proposals, Request for Quotes, Invitation to Bid, any other solicitation document or any document pursuant to which this Contract was awarded, or failed to comply with all requirements, including, without limitation, MARTA's ethical standards and conflicts of interest policies; or

(viii) fails to pay any and all taxes and assessments required to be paid under this Contract or in the operation of MARTA's business.

(b) If Contractor is in default, MARTA will notify Contractor in writing of the nature of the default and the time period within which to cure, if any. If Contractor, (a) where a specific time period for the cure is provided in the applicable subsection of this Contract, does not cure the default within that period, or (b) where a time period for the cure is not specifically provided in the applicable section, does not cure the default within twenty (20) days from receipt of notice from MARTA, MARTA may, without further notice to Contractor and Contractor's sureties, if any, elect to exercise any of the following remedies:

(i) terminate all or any portion of this Contract or any of Contractor's rights under this Contract at any time thereafter and recover from Contractor all costs, expenses, losses and damages recoverable under this Contract (including, without limitation, all reasonable costs associated with the re-procurement of the Services) or applicable law as a result thereof.

(ii) cure any default at Contractor's cost. If MARTA at any time, by reason of Contractor's default, pays any sum to cure any default, the sum paid by MARTA shall be immediately due from Contractor to MARTA, and shall bear interest at the rate of one and one-half percent (1.5%) per month from (or such maximum rate permissible by applicable law, if lower) the date paid by MARTA until the date MARTA is fully reimbursed by Contractor.

(iii) the right to offset against and deduct from the fees payable to Contractor (if any), any amounts due MARTA from Contractor, including, but not limited to, unauthorized or disputed expenses and liquidated damages as described herein (if any). If MARTA pays any sum or incurs any obligations or expense because of the failure, inability, neglect or refusal of Contractor to perform or fulfill any of the terms or conditions of the Contract that it is obligated to perform or fulfill, then MARTA shall have the right to deduct said expenses from Contractors fees coming due under this Contract.

(iv) exercise any and all other rights or remedies available under this Contract or at law or in equity.

8. TERMINATION FOR CONVENIENCE.MARTA shall have the right to terminate this

Contract without cause at any time during the term of this Contract by giving written notice to Contractor at least thirty (30) days prior to the date such termination is to be effective.

9. EFFECT OF TERMINATION. Unless otherwise provided herein, termination of this Contract, in whole or in part and for any reason, shall not affect: (a) any liabilities or obligations of either Party arising before such termination or out of the events causing such termination; or (b) any remedies to which a Party may be entitled…