Exhibit B REQUIREMENTS SIGNED Revised CPA2 (14) (2) (2).pdf
PDF 223 KB Posted
- Solicitation number
- 3OK0168
About this file
This document is a Client Project Agreement (CPA) that serves as an agreement between the customer (the Department of Health and Human Services' Indian Health Service) and the General Services Administration (GSA) to secure strategic requirements for a new lease procurement project.
The key details are: The project is for a new 204-month lease of 3,274 usable square feet of office space in Claremore, Oklahoma to provide additional space for the Claremore Indian Hospital due to space constraints and projected growth. The estimated annual rent is $78,012.87, with $178,706.15 in tenant improvement costs. The CPA provides details on the space requirements, utilization, parking, risks, and budget for the project. This CPA supports the agency's mission and operational needs, and there is no available federal space to backfill. The related federal contract opportunity is Solicitation Number 3OK0168 for "General Services Administration: Lease-Office Space Claremore, OK".
View the file
Other files
On GovTribe
Work with this file
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
Printed: 3/14/2023 1
Client Project Agreement (CPA) Strategic Requirements Public Buildings Service, Office of Portfolio Management and Customer Engagement
Purpose: The Client Project Agreement (CPA) serves as the agreement from the customer to secure strategic requirements no later than 30 months prior to expiring occupancy (12 months prior to the OMB submission for prospectus projects), allowing our customers and the taxpayers the opportunity to reduce space and rent for the government’s overall budget. Planning earlier will also help mitigate the risk of costly lease extensions and provides adequate time for the government to strategically negotiate and secure mission-driven space actions for the mutual benefit of the customer and the taxpayer. Note: There may be circumstances where the strategic requirements are needed outside of the usual cycle times.
Part 2: Basic Project Information Project Name New Lease Procurement Project Description New Lease Procurement Existing OA Number(s)
Agency/Bureau Names HHS/IHS Agency Bureau Code(s) 7528
Agency POC Name Ryan T. Siglock GSA Planning Manager Greg Mendoza-Fresquez Agency POC Email Ryan.Siglock@ihs.gov GSA Planning Manager Email greg.mendoza-fresquez@gsa.gov Agency POC Phone 214-767-1114 GSA Planning Manager Phone 817-422-7736 Building Name (if known) New Project Number(s) 3OK0168
Proposed Address City, State
New Initial Housing Solution GSA-Leased Claremore Oklahoma If initial housing recommendation is Leased, what is the proposed lease action, if identified during the planning phase. If the recommendation is anything other than full and open, the LCO must be consulted with and in agreement of the strategy prior to finalizing the strategy.
Estimated Term (in months) 204 # Months Firm 180
OA Effective Date 3/10/2026
OA Expiration Date 3/9/2043 New Part 2a: Space and Project Strategy Explain the GSA proposed strategy for the customer. You must document why the final space strategy was proposed and agreed to, including information on cost savings, shared services, consolidations, etc. If no change is being proposed, then you must document why a stay in place/no change strategy best serves the taxpayers and the customers mission. For new requirements, please discuss the customers mission driven requirements for this space.
* There is no available Federal space or lease back-fill; therefore, proceeding with a new lease procurement.
*The Claremore Indian Hospital is in need of 3,274 USF of additional space due to constraints and projected growth. The current configuration and USF reductions providing services within CIH and introduces avoidable health hazards to the patient population. This proposed action relocates optometry and audiology services into individual clinics within a separate facility, maximizing all CIH provided services.
Federal Vacant Space Inventory Check (mandatory for Leased Projects):
Is vacant federally-controlled space available? No Please select Yes or No, if Yes, see below.
If yes, but not backfilling, please explain why vacant federally-controlled space is not suitable for the customer.
Part 2b: Space Type Information Anticipated R/U Factor 1.150000000 All in UR 655 Total USF / Occupant Count = All in UR
Number of Occupants 5 Office UR 108 Office Space / Occupant Count = Office UR
USF* RSF
Office Space 540.00 621.00 Office Support Space 0.00 0.00 Special Space Subtotal (You may enter in the Space Type Field customer specific space names, and then using the drop down box, select the space type based on GSA Space Standards - see the Space Details tab for descriptions)
2,734.00 3,144.10
Reception Room 810.00 931.50 Server Room 67.50 77.63 Storage Room 33.75 38.81 Reception Room/Entry Space 810.00 931.50 Exam Room 405.00 465.75 Exam Room 540.00 621.00 Registration Room 67.75 77.91
Printed: 3/14/2023 2
Warehouse (WRH) (occupied or unoccupied) 0.00 0.00 Total Square Feet 3,274.00 3,765.10
Other (Wareyard) 0.00 Antenna (enter # of antennas) 0.00
* The USF entered should represent the net square feet and any circulation required for that space.
Should this Occupancy Agreement be Non-Cancelable based on Pricing Policy? Yes Be sure and document reason for N/C OA in narrative.
Explain how this space supports the agency's mission and operational need:
* This procurement will be the only PBS lease in Claremore, Oklahoma. There is no likelihood that PBS will be able to find a federal tenant to backfill the space should the space be vacated during the firm term of the lease.
* The Claremore Indian Hospital is in need of 3,274 USF of additional space due to constraints and projected growth. The current configuration and USF reductions providing services within CIH and introduces avoidable health hazards to the patient population. This proposed action relocates optometry and audiology services into individual clinics within a separate facility, maximizing all CIH provided services.
Unique Requirements and Operational Needs Description of Requirement or Operational Need Does the customer have any adjacency requirements or restrictions? No
Does the customer have any floor level requirements or restrictions? No
Does the customer have set back or site fencing requirements? No
Does the customer have unique or specific floor plate or column spacing? No
Does the customer have a public facing/lobby/waiting area requirement? Yes
Does the customer have a holding cell/secure area requirement? No
Does the customer have a requirement for a sallyport or carport? No
Are there requirements for wareyard or exterior covered storage? No Any requirements for large vehicles? ex: buses or trailers, ability to pull into/exit the parking lot, turning radius, height restrictions No
Does the customer have a need for a loading dock and/or access to a freight elevator? No
Is the Facility Security Level known or are there unique security requirements? Yes Level 1
Does the customer have a high risk use operation?
(if yes, a GSA Form 12002 is required to be created as part of the planning package) No
Does the customer have a requirement for ad hoc additional services? No
Does the customer have requirement for a backup generator? No
Does the customer have a server room/other type room that will require 24/7 operation? Yes
Does the occupancy require 24/7 operations in full or in part? No Hours of Operation 7:00: AM to 5:00: PM
Standard Operation is 5 days a week, 10 hours a day, or 50 hours per week. Days per Week 5 Days Total Hrs per Week
Part 2c: Parking Information Govt Vehicles/Official Parking Number of Spaces Secured/Unsecured Reserved/Unreserved
Surface 10 Will there be a requirement for EV Charging?
If Yes, how many stations?
No Structured 0
Visitor Parking Number of Spaces Secured/Unsecured Reserved/Unreserved
Surface 0 Structured 0
Employee Parking Number of Spaces Secured/Unsecured Reserved/Unreserved
Surface 0 Determination and Findings WaiverStructured 0 If yes, please attach
Part 2d: Utilization Rate and/or Space Reduction Strategy Use the space below to describe the space utilization approach and/or space reduction strategy for this project and how this project aligns with that approach. If the customer does not have a UR policy, be sure and document that as well.
*10 parking spaces for patient parking
*Agency's UR policy is 170 usf per person. 2,734 - 2,734 (Special Space)/5 (# of employees) = 108 usf per person Project Reduces Agency Footprint N/A Confirm UR Methodology meets Customer UR Standard Yes Confirm Union Agreement to revised workplace standard N/A Should be provided by the agency
Part 2e: Location and Delineated Area Confirmation
Printed: 3/14/2023 3
North: E470RD East: North Dorothy Ave South: West County Club Road West: S4130 RD Map attached to this agreement Yes Mission driven justification attached to this agreement
Part 2f: Initial Project Risks and Opportunities (add attachments as applicable)
Identify if there are any high-level risks to this project that would impact the project schedule. This may include funding issues, union review, workload complications, special requirements, market conditions and/or prospectus level.
None at this time Are there any high-level opportunities for this project? Examples of opportunities may include significant reduction of space and costs, improved utilization, proximity to other agencies, shared services or amenities, etc.
None at this time
Part 2g: Other Considerations GSA Procured Furniture (if applicable) No GSA Disposal Services Needed No GSA Procured Move Support Needed No RWA (As-is, TI buy-down, Above TI Allowance)
Part 2h: Preliminary Budget (this section may vary in completeness based on information available or solution sought)
Estimated Market Rent Rate per RSF Annual Amt Shell Rate/Fully Serviced Rate $15.22 $57,304.82 Base TI $49.13
Operating Rate $5.50 $20,708.05 LCI 1.01 Real Estate Taxes (Leased) $0.00 $0.00 Tier
Total Single Year $20.72 $78,012.87 Amortization Term 180 Months Estimated Rent Over Term of Occupancy (excluding TIs) $1,326,218.82 Amortization Rate 8.000 %
Oklahoma Tulsa Additional Occupancy Costs Amount Funding Source
TI General $162,460 BA53 - Lease (OA) If the costs are identified as RWA, the customer must provide funds prior to contract award for the scope of the RWA. Any other Funding Source would be repaid as part of Rent. Cost estimates as part of the CPA are Rough Order of Magnitude and do not constitute solicitation for RWA funds. These estimates do not include fees.
TI Custom $16,246 BA53 - Lease (OA)
TI Allowance $178,706 Above Allowance (if known) $0
Total Initial TI Estimate/Cost Over TI Term $178,706.15 $307,406 Functional Cost Estimate If a functional cost estimate is used, Allowance will zero out.
Building Specific Amortized Capital (BSAC) Non-Rent Related Funding Enter Purpose of Funding if known
Funding Source #1 $0 1. Rates are based on Costar.
Funding Source #2 $0 Official rates will be negotiated with Funding Source #3 $0 GSA Leasing Division and the lessor.
Consolidation Funding (if applicable) $0 2. Above identifies Tulsa because Claremore is not FIT Funding (if applicable) $0 an option in the dropdown.
Total Estimated Initial Project Cost $1,633,625 Over Estimated Term
Part 2i: CPA Checklist and Supporting Documentation (link deliverable documents as applicable)
Yes SF-81 or Agency Space Request Yes Signed RDA Compliance Memo No Agency Design Guide / Standards N/A to this Project DA Mission Justification (if applicable) Yes Agency Standard U/R Confirmed N/A to this Project Parking Justification (if applicable) Yes Agency Unique Requirements N/A to this Project High Risk Use (GSA Form 12002) Created
N/A to this Project Lease Cost Analysis (if applicable) No Milestone Schedule
Part 2j: Client Project Acknowledgement Concurrence to this CPA acknowledges that the information captured in it is accurate and represents the Strategic Requirements of this project, and is the agreed upon strategy for this project. As the project progresses, based on further development of requirements, strategy and general scope may change, and additional acknowledgement of the project may be needed. While there may be financial information contained in section 2h, signature of this CPA does not constitute any financial obligation to this project, but rather is an initial estimate based on known project and market considerations.
As with other forms of project agreements, all GSA Rent Space Pricing Policy rights and obligations are inherent in this document.
By signing below, all parties state that, to the best of their knowledge, this information is accurate.
GSA Agreement
Date 3/14/2023
Printed: 3/14/2023 4
Signature Regional Client Executive/Panning Manager
Greg Mendoza-Fresquez Printed Name (GSA Representative) Title
Tenant Agency Agreement
Date Signature
Ryan T. Siglock Printed Name (Agency Designated Representative) Title
Version 4.0 January 2022
| 2023-03-20T08:52:23-0500 | |
| Ryan T. Siglock -S |
File details come from the government source that posted it. Updated .