Industry Presentation June 26, 2018

Agenda

• Welcome & Team Introductions

• Why are we here?

• Regional and Gateway Station Visions

• Where we are now? - Phase I

• The Project Procurement Process

• Next Steps and Closing Remarks

• Q & A

Why are we here?

• Opportunity - most transformational projects in Charlotte

• Connectivity – core of regional mobility

• Creativity - once in a generation endeavor

• Feedback - on the City’s proposed process

Charlotte Business Environment

• Major headquarters city • Energy and power generation technology center • Second-largest U.S. banking center • Telecommunications and IT center • Multiple back office operations • Rapidly emerging health care industry center • Largest manufacturing county in North Carolina

Headquarters City

• 250+ company headquarters • 14 Fortune 1000 headquarters • 6 Fortune 500 headquarters in Charlotte region (including three that relocated to the Charlotte region within the past decade: Domtar, Lowe’s, and Sealed Air)

Transit Vision 2030 Transit System Plan Status

• Operating

• LYNX Blue Line Light Rail

• Sprinter Airport Enhanced Bus

• CityLYNX Gold Line Phase 1

• Under Construction

• CityLYNX Gold Line Phase 2

• Charlotte Gateway Station Phase 1

• Recently Approved

• LYNX Silver Line

• Under Study

• North and West Corridor

• LYNX Silver Line Center City

• System Integration

Framework Center City Integration

CGS Station District

Approximately 20 acres of property owned by

NCDOT, City of Charlotte and Mecklenburg County

available for track, station and development

1. A much-needed new Amtrak station

• Current station is small and outdated

2. Creates high-quality connections between multiple modes of transportation

• Local and intercity bus service, the CityLYNX Gold Line streetcar, and Amtrak rail service will converge at the station

3. Anchors a new vibrant district to bridge gaps in Center City

• Range of land uses will constitute a vibrant hub that serves a wide range of local development goals

Vision for Charlotte Gateway Station?

Rise to a level of urban design and building

design excellence commensurate with the

ambitions of the transit program. 1

Liege-Guillemins station in Liege, Belgium

Vision for Charlotte Gateway Station

Be inspired by the unique urban

history, location and natural

environment of the place. 2

Cheonggyecheon Park in Seoul, South Korea

Vision for Charlotte Gateway Station

Become a destination and place

in its own right.

3

The Porch at 30th Street Station, Philadelphia, PA

Vision for Charlotte Gateway Station

Design Goals

Cohesive and dynamic new mixed-use district

Identify CGS as the symbolic gateway to

Charlotte and the region

Concentrate multiple transportation modes in a

single transit district

Create new public spaces that convey the values of

the City and region

Weave this new district into the existing and emerging

urban fabrics

Improved air quality, energy conservation,

improved mobility and eased congestion

Sustainable design practices

Affordable family and senior housing

accommodations

CGS Station Area Plan

View North of South, Main and North Blocks

Charlotte Gateway Station

View West of Main Block From Graham and Trade Streets

Questions

Where are we now?

Phase 1: Track, Structures & Signals (TS&S)

and Platform

Phase 1: • Fundamental Infrastructure - Phase 2/Station will use as a basis for design during

RFQ/P process.

• Includes:

5 new bridges at West 4th, Trade, 5th and 6th Streets and at P&N/Greenway

Two 2,000 foot long station tracks

Passenger boarding platform and canopy foundations

Signals to govern future track operations

• Will separate passenger trains from freight operations.

• Improve freight traffic flow to the intermodal facility at CLT Airport

• Include a connection to Charlotte Locomotive and Rail Maintenance Facility

Status: • Funded

• Construction begins July 2018

• Construction ends June 2022

Phase 1 – Conceptual View

View of Canopy and Track Looking North

Stakeholders

Primary Stakeholders

• NCDOT

• City of Charlotte – CATS and other Departments

• Norfolk Southern

• Amtrak

• Federal Railroad Administration

• Greyhound

Other Key Stakeholders

• Federal Transit Administration

• Center City Partners

• 3rd and 4th Ward

• Charlotte Panthers

• Charlotte Knights

Interim Greyhound Terminal

• Greyhound’s existing station is required to be demolished for Phase 1 construction

• Greyhound will be temporarily relocated at Fourth Street

• Greyhound will be permanently located as part of future CGS development

Project Funding

Federal grants, NCDOT Strategic Transportation Investment awards, and local

funding for station track, signals and structures, and intercity passenger rail

(IPR) platform and canopy

Funding Amount

Federal 2014 Grant to NCDOT $200,000

Federal 2015 Grant to City $30,000,000

FTA funds (Bus MultiModal Facility) $27,355,326

NCDOT funds (STI, ST-BG match, other) $51,593,255

FHWA Surface Trans Block Grant (ST-BG) $15,000,000

City of Charlotte $33,000,000

Total *$156,546,951

* This amount includes approximately $18 million for preconstruction activities such as ROW acquisition, design and engineering, environmental documentation, etc.

Questions

Two-Step Selection Process

• 49 U.S.C. Section 5325

• Step One – Review of Statement of

Qualifications (SOQ)

(technical/financial capabilities)

• To arrive at a Short List of qualified firms

or joint/ventures (minimum 3, maximum 5)

• Step Two – Review of Proposals

(focus on design, financing, feasibility)

Step One - SOQ’s

SOQ’s must emphasize:

Technical Qualifications and Experience include:

• Team: firm or joint venture – experience and qualifications

• Team members – experience and qualifications

• Team at the highest level

• Team members (on the ground)

• Team commitment to adhering to contracting process

• Specific experience:

• Similar transit projects, urban design and construction

• Master planning of other developments,

• Manage project and meeting schedule requirements

• Federal projects, safety record, references

• Design, Build, Operate and Maintain (DBOM) completed projects

Step One – SOQ’s

SOQ’s must emphasize:

Management Approach • Experience and understanding of project delivery in public-

private partnership

• Stability and structure of Team

• Financial approach to manage complex project

Financial Capability • Team’s capacity to commit sufficient equity / financing

Approach to development of Financial Team:

• Involving experienced advisors

• Involvement of financiers

• Commitment to due diligence

Step Two - Proposals

Request for proposals from short-listed

firms, focusing on: • Project design concept and vision • Project Delivery

• Technical approach (DBOM) • Team structure

• Financial plan

• Feasibility of financial plan (profit sharing)

• Evidence of significant development of the financial structure (robust financial plan)

• Evidence of commitment: Firm and lenders/equity

providers/ core contractors

• Evidence of technical and insurance due diligence

Legal Authority

• CGS is Proposed to follow the City Charter Article VII

Uptown Development Projects

• Permits the City to acquire, construct, own and operate a

Public Private Development Project (PPDP) in the

Central Business District

• City may contract with a developer to be responsible for

the entire PPDP

• Certain Property identified in the Project has a Federal

Interest

• USDOT must approve the disposition of real property that

was purchased with federal funds. This includes sale,

lease, or grant of easement rights.

• The Project must be procured within federal standards

Approach and Expectations

Approach

• DOT owned land available under several options: sale, lease or transfer

• City ownership of public assets: Rail Station/Bus Facility

• Project oversight by Advisory Board led by City/NCDOT

• Minimal but critical public requirements, e.g. affordable housing

• Project management for City/DOT by private firm(s)

Expectations

• Clarity for private sector

• Simple/Accountable management/decision making structure

• Shared risk

• Solid financial structure(s)

CGS Timeline

Phase 1 Construction Begins July 2018

Phase 2 Solicitation Process Late Summer/Fall

2018

Private Partner Selection Winter 2018/2019

Station and Development

Design/Construction

Starting 2019

Phase 1 Completed 2022

Rail Service to Uptown Location 2022

Questions and Answers