(Firm_Name)_Factor_1_Firm_Experience_Attachment_2.xlsx

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Attached to
GSA Leasing Support Services Plus Federal contract opportunity
Solicitation number
47PA0519R0001
Issued by
General Services Administration Public Buildings Service Central Office

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Factor 1 Firm Experience Attachment 2

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Client Account Data

Client Account Data: Complete this form to document your firm's specific experience performing tenant or owner representation for commerical broker services, within the last five years, similar to those described in this solicitation (Minimum 50 projects; Maximum of 100).

IDClient NameClient Contact InformationClient TypeTotal Contract Value of ProjectProject SizePart of a PortfolioZonal Geographic AreaGovernment Contract Number (if applicable)Location (City, State)Project Start/End DatesType of SpaceFirm Level of AuthorityServices ProvidedOwner/Tenant RepresentationType of Sub-Contractors Utilized
Enter the name of the primary client. Please list all transactions with the same client name consecutively line-by-line. (e.g. list all GSA directed projects individually 1-10, list all Company X projects individually in lines 11-20, etc.)Provide a client contact. Include name, title, phone number, and email address.Select the primary tenant type.Please indicate the total contract value in dollars for this project.Enter the project size in RSFA Portfolio is defined as a body of lease transactions of varying size for a specific client, tenant mix or geographic area.What GLS Plus zone is the project located in? (e.g. NY = Zone 1, AK = Zone 3) REF GLS Plus MapIf this is a government contract, please enter the contract number. Otherwise type "N/A".Enter the city and state of this project using format: City, ST.Enter project start and end dates using 2-digit month/ year: mm/yy - mm/yySelect the space type that represents > 50% of the facility's use.Select the option the most accurately reflects firm's your level of authority on this project.Confirm the type of services provided.Select the range that most accurately reflects the representation of work performed.Enter the types of subcontractors used. This may include other real estate firms, construction managers, etc.
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Individual Project 1

Leasing Project Experience: Individual Projects

Please note responses are limited and capped at threshold of 375 characters per response in this box area.
1. Offeror Name:2. Geographic Area (State):3. Client Company Name:

4. Dates of Performance: 5. Owner Representative or Tenant Representative: 6. Federal Contract Number, If Applicable

7. Client contact Information Name:

Title:

Phone No:

Email: 8. Services Provided 9. Enhanced Requirements Development: Y/N (see contract: C.4.3.1.1 Enhanced Requirements Development)

10. Space Type:
11. RSF
12. Client Type
DETAILED DESCRIPTION:
Character limit - Please note responses are limited and capped at threshold of 1500 characters per response box area.
13. Executive summary

14. Identify any risks or challenges presented in the project and the plan employed to mitigate those risks or challenges

15. Describe innovative business strategies, tools and techniques employed to maximize value to the client.

16. Description of the amount and type of work the firm performed with in-house resources and the percentage of the work that was completed by subcontractors.

17. If response to question 9 above is yes, describe the process employed and work product associated with the Enhanced Requirements Development.

18. Describe the actions performed for the post award activities with this project, if applicable.

Individual Project 2

Leasing Project Experience: Individual Projects

Please note responses are limited and capped at threshold of 375 characters per response in this box area.
1. Offeror Name:2. Geographic Area (State):3. Client Company Name:

4. Dates of Performance: 5. Owner Representative or Tenant Representative: 6. Federal Contract Number, If Applicable

7. Client contact Information Name:

Title:

Phone No:

Email: 8. Services Provided 9. Enhanced Requirements Development: Y/N (see contract: C.4.3.1.1 Enhanced Requirements Development)

10. Space Type:
11. RSF
12. Client Type
DETAILED DESCRIPTION:
Character limit - Please note responses are limited and capped at threshold of 1500 characters per response box area.
13. Executive summary

14. Identify any risks or challenges presented in the project and the plan employed to mitigate those risks or challenges

15. Describe innovative business strategies, tools and techniques employed to maximize value to the client.

16. Description of the amount and type of work the firm performed with in-house resources and the percentage of the work that was completed by subcontractors.

17. If response to question 9 above is yes, describe the process employed and work product associated with the Enhanced Requirements Development.

18. Describe the actions performed for the post award activities with this project, if applicable.

Individual Project 3

Leasing Project Experience: Individual Projects

Please note responses are limited and capped at threshold of 375 characters per response in this box area.
1. Offeror Name:2. Geographic Area (State):3. Client Company Name:

4. Dates of Performance: 5. Owner Representative or Tenant Representative: 6. Federal Contract Number, If Applicable

7. Client contact Information Name:

Title:

Phone No:

Email: 8. Services Provided 9. Enhanced Requirements Development: Y/N (see contract: C.4.3.1.1 Enhanced Requirements Development)

10. Space Type:
11. RSF
12. Client Type
DETAILED DESCRIPTION:
Character limit - Please note responses are limited and capped at threshold of 1500 characters per response box area.
13. Executive summary

14. Identify any risks or challenges presented in the project and the plan employed to mitigate those risks or challenges

15 Describe innovative business strategies, tools and techniques employed to maximize value to the client.

16. Description of the amount and type of work the firm performed with in-house resources and the percentage of the work that was completed by subcontractors.

17. If response to question 9 above is yes, describe the process employed and work product associated with the Enhanced Requirements Development.

18. Describe the actions performed for the post award activities with this project, if applicable.

Individual Project 4

Leasing Project Experience: Individual Projects

Please note responses are limited and capped at threshold of 375 characters per response in this box area.
1. Offeror Name:2. Geographic Area (State):3. Client Company Name:

4. Dates of Performance: 5. Owner Representative or Tenant Representative: 6. Federal Contract Number, If Applicable

7. Client contact Information Name:

Title:

Phone No:

Email: 8. Services Provided 9. Enhanced Requirements Development: Y/N (see contract: C.4.3.1.1 Enhanced Requirements Development)

10. Space Type:
11. RSF
12. Client Type
DETAILED DESCRIPTION:
Character limit - Please note responses are limited and capped at threshold of 1500 characters per response box area.
13. Executive summary

14. Identify any risks or challenges presented in the project and the plan employed to mitigate those risks or challenges

15. Describe innovative business strategies, tools and techniques employed to maximize value to the client.

16. Description of the amount and type of work the firm performed with in-house resources and the percentage of the work that was completed by subcontractors.

17. If response to question 9 above is yes, describe the process employed and work product associated with the Enhanced Requirements Development.

18. Describe the actions performed for the post award activities with this project, if applicable.

Individual Project 5

Leasing Project Experience: Individual Projects

Please note responses are limited and capped at threshold of 375 characters per response in this box area.
1. Offeror Name:2. Geographic Area (State):3. Client Company Name:

4. Dates of Performance: 5. Owner Representative or Tenant Representative: 6. Federal Contract Number, If Applicable

7. Client contact Information Name:

Title:

Phone No:

Email: 8. Services Provided 9. Enhanced Requirements Development: Y/N (see contract: C.4.3.1.1 Enhanced Requirements Development)

10. Space Type:
11. RSF
12. Client Type
DETAILED DESCRIPTION:
Character limit - Please note responses are limited and capped at threshold of 1500 characters per response box area.
13. Executive summary

14. Identify any risks or challenges presented in the project and the plan employed to mitigate those risks or challenges

15. Describe innovative business strategies, tools and techniques employed to maximize value to the client.

16. Description of the amount and type of work the firm performed with in-house resources and the percentage of the work that was completed by subcontractors.

17. If response to question 9 above is yes, describe the process employed and work product associated with the Enhanced Requirements Development.

18. Describe the actions performed for the post award activities with this project, if applicable.

Data Sheet (1a)

Client NameClient Contact InformationClient TypeGovernment Contract NumberZoneLocation (City, State)Project SizeProject Start/End DatesType of FacilityType of SpaceLevel of AuthorityService(s) ProvidedAdditional ServicesRepresentationType of Contractors UtilizedTotal Dollar Value of Project
Free formFree formCommercialFree formZone 1Free formFree formFree formCommercial Office BuildingOfficePrime ContractorReq Dev, Lease Acq, Post AwardYesOwner RepFree formFree form
Local/State GovernmentZone 2Retail Strip CenterWarehouseJoint Venture PartnerReq Dev, Lease AcqNoTenant Rep
Federal GovernmentZone 3Industrial WareshouseLaboratorySubcontractorLease Acq, Post AwardBoth
Zone 4OtherOtherOtherLease Acq only
RetailPost Award only
Req Dev only

Summary

Services ProvidedClient TypeRepresentationLevel of AuthorityTypes of SpaceRSF Distribution
General Project InfoReq Dev, Lease Acq, Post AwardReq Dev, Lease AcqLease Acq, Post AwardLease Acq onlyPost Award onlyReq Dev onlyCommercialLocal/State GovernmentFederal GovernmentOwner RepTenant RepBothPrime ContractorJoint Venture PartnerSubcontractorOtherOfficeWarehouseLaboratoryRetailOtherBelow 3,0003,001 - 10,000
Zone# of projectsRSFValue of Projects# of projects%# of projects%# of projects%# of projects%# of projects%# of projects%# of projects%# of projects%# of projects%# of projects%# of projects%# of projects%# of projects%# of projects%# of projects%# of projects%# of projects%# of projects%# of projects%# of projects%# of projects%# of projects%# of projects%
Zone 100$000000000000000000000000
Zone 200$000000000000000000000000
Zone 300$000000000000000000000000
Zone 400$000000000000000000000000
Total00$000000000000000000000000

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