Solicitation_47PA0519R0001_Amendment_0001.pdf

SOLICITATION NO: 47PA0519R0001 Amendment 1

GSA Leasing Support Services Plus Procurement by Negotiation – Not To Be Publicly Opened Multiple Award Indefinite Quantity, Indefinite Delivery Contract

NAICS CODE: 531210

SMALL BUSINESS SIZE STANDARD: $7.50 MILLION

LOCATION OF PERFORMANCE: Any State of the United States, the District of Columbia, the Commonwealth of Puerto Rico, and the U.S. Virgin Islands.

PERIOD OF PERFORMANCE: From start date (approximately 120 days after award) for one year with four one-year option periods.

VIRTUAL PRE-PROPOSAL CONFERENCE: Wednesday, July 31, 2019

SOLICITATION QUESTIONS DUE: Monday, August 5, 2019 5:00 PM EST

PROPOSALS DUE: Monday, September 9, 2019 5:00 PM EST

Table of Contents

PART I

SECTION A - SOLICITATION/CONTRACT FORM SF-33

SECTION B - SERVICES AND PRICES

B.1. SERVICES

B.1.1. Portfolios of Work

B.2. FY 2019 SMALL BUSINESS GOALS

B.3. PRICES

B.3.1. General B.3.2. Minimum/Maximum Quantities

SECTION C - STATEMENT OF WORK AND QUALITY CONTROL REQUIREMENTS

C.1. INTRODUCTION

C.2. SCOPE OF WORK OVERVIEW

C.2.1. Safeguarding Sensitive Data and Information Technology Resources

C.3. DEFINITIONS AND TERMINOLOGIES

C.4. REQUIREMENTS/SCOPE OF WORK DESCRIPTION

C.4.1. General C.4.1.1. Contractor’s Response Requirement to an Issued Task Order C.4.1.2. Contractor Office Location and Response Times C.4.1.3. Contractor Personnel C.4.1.4. Approvals C.4.1.5. Changes after Task Order Issuance C.4.1.5.1. Change in Modules or Services C.4.1.6. Commission and Commission Credits C.4.1.7. Quality Standards C.4.1.8. Communications, Submissions C.4.1.9. Disposition of Lease File Records C.4.2. Description Of Modules C.4.2.1. Module 1 Deluxe Acquisition Services C.4.2.2. Module 2 Programming and Acquisition Services C.4.2.3. Module 3 Occupancy Services C.4.2.4. Module 4 Lease Acquisition C.4.2.5. Module 5 Limited Value Leases C.4.2.6. Module 6 Planning Services C.4.2.7. Additional Lease Acquisition Services for Noncompetitive Leases C.4.2.8. Key Meetings C.4.2.8.1. Task Order Orientation Meeting - Optional C.4.3. Description Of Tasks To Be Performed In Modules C.4.3.1. Requirements Development (Modules 1, 2 and 5) C.4.3.1.1. Enhanced Requirements Development:

C.4.3.2. Lease Acquisition (All Modules) C.4.3.2.1. Project Schedule C.4.3.2.2. Market Survey and Report C.4.3.2.3. Market Survey 360 C.4.3.2.4. Develop and Issue RLP and Amendments C.4.3.2.5. Pre-Negotiation/ Negotiation Process C.4.3.2.6. Pre-Negotiation C.4.3.2.7. Negotiate Offers C.4.3.2.8. Award Determination C.4.3.2.9. Reviewing Final Proposal Revisions (FPRs) C.4.3.2.10. Assemble Lease Contract Documents C.4.3.3. Post Award Services (Modules 1, 3, 5) C.4.3.3.1. Enhanced Post Award Services C.4.3.4. Lease Extensions (Module 6)

C.4.4. MARKET INTELLIGENCE

C.4.4.1. Market Data C.4.4.2. Annual Market Overview and Partnership

C.5. DISPUTES, PROTESTS, CLAIMS AND APPEALS, CONGRESSIONAL

INQUIRIES AND FREEDOM OF INFORMATION ACT (FOIA) INQUIRIES

C.5.1. Disputes/Protests C.5.2. Claims/Appeals C.5.3. FOIA/Congressional/Other Inquiries

C.6. REPORTS

C.7. QUALITY CONTROL REQUIREMENTS

C.8. QUALITY ASSURANCE BY THE GOVERNMENT

C.9. MINIMUM CONTRACT QUALITY STANDARDS

C.10. CONTRACTOR PERFORMANCE ASSESSMENT REPORTS SYSTEM

(CPARS)

SECTION D - PACKAGING AND MARKING

D.1. PAYMENT OF POSTAGE AND FEES

D.2. MARKING

D.3. SOFTWARE REQUIREMENTS

D.4. ENCRYPTION REQUIREMENTS FOR EMAILING OF BUILDING DRAWING

FILES

SECTION E - INSPECTION AND ACCEPTANCE

E.1. GENERAL

E.2. 52.246-4 Inspection of Services—Fixed Price (Aug 1996)

SECTION F - DELIVERY AND PERFORMANCE

F.1. PLACE OF PERFORMANCE

F.2. TERM OF CONTRACT

F.3. ORDERING PROCEDURES

F.4. PERFORMANCE CRITERIA

SECTION G - CONTRACT ADMINISTRATION DATA

G.1. GOVERNMENT ROLES AND RESPONSIBILITIES

G.1.1. National Contracting Officer (NCO) G.1.2. National Program Manager (NPM) G.1.3. National Contracting Officer’s Representative (NCOR) G.1.4. Regional Program Manager (RPM) G.1.5. Zonal Contracting Officer (ZCO) G.1.6. Contracting Officer’s Representative (COR) G.1.7. Tenant Agency G.1.8. Client Planning Manager G.1.9. Project Manager

G.2. FINANCE DATA – COMMISSIONS AND COMMISSION CREDITS

G.2.1. Commissions G.2.2. Application of Commission Credits to the Lease G.2.3. Termination of Lease Acquisition Task Order Prior to Completion G.2.4. Submission of Subcontracting Reports

SECTION H - SPECIAL CONTRACT REQUIREMENTS

H.1. QUALIFICATION REQUIREMENTS FOR CONTRACTOR’S FIRM

H.2. LOCATION OF CONTRACTOR’S OFFICES

H.3. PERSONNEL

H.3.1. Availability H.3.2. Identification H.3.3. Security Requirements and Personal Identity Verification Procedures (Non Classified Contract) H.3.4. Securing Government Information H.3.5. Tenant Agency Security Requirements H.3.6. Standards of Conduct H.3.7. Removal from Contract Work H.3.8. Personnel Qualifications H.3.8.1. General H.3.8.2. Zonal Project Manager(s) H.3.8.3. Transaction Manager H.3.8.4. Post Award Manager H.3.8.5. Senior Post Award Manager H.3.8.6. Role Minimum Requirements Matrix

H.4. RESTRICTIONS ON OTHER WORK

H.5. CONFLICTS OF INTEREST

H.6. CONTROLLED UNCLASSIFIED INFORMATION (CUI) AND SENSITIVE BUT

UNCLASSIFIED (SBU) INFORMATION

H.7. BASE CONTRACT AWARD ZONAL ORIENTATION AND TRAINING

H.8. G-REX APPLICATION USE AND PROCEDURES

H.8.1. G-REX Application

PART II

SECTION I - CONTRACT CLAUSES

I.1. FAR 52.252-2, CLAUSES INCORPORATED BY REFERENCE (FEB 1998):

I.2. FAR CLAUSES INCORPORATED IN FULL TEXT

I.2.1. 52.249-4 Termination For Convenience Of The Government (Services) (Short Form) (Apr 1984) Deviation I.2.2. 52.216-19 Order Limitations (Oct 1995) Deviation I.2.3. 52.243-1 Changes-Fixed-Price (Aug 1987) Alternate III (Apr 1984) Deviation I.2.4. 52.243-7 Notification Of Changes (Jan 2017) Deviation I.2.5. 52.219-9 Small Business Subcontracting Plan (Aug 2018) Alternate II (Nov 2016) Deviation I.2.6. 52.217-8 Option to Extend Services (Nov 1999) I.2.7. 52.217-9 Option to Extend the Term of the Contract (Mar 2000) I.2.8. 52.216-22 Indefinite Quantity (Oct 1995) I.2.9. 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment (AUG 2019) I.2.10. GSAR 552.204-70, Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment (AUG 2019)

PART III

SECTION J - LIST OF EXHIBITS

SECTION K - REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS

OF BIDDERS

K.1. FAR 52.204-7 System For Award Management (Oct 2018) K.2. FAR 52.204-8 Annual Representations and Certifications (Oct 2018) K.3. FAR 52.204-16 Commercial and Government Entity Code Reporting (Jul 2016) K.4. FAR 52.209-7 Information Regarding Responsibility Matters. (Oct 2018) K.5. 52.209-13 Violation of Arms Control Treaties or Agreements-Certification (Jun 2018) K.6. 52.204-24 Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment (AUG 2019)

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L.1. TYPE OF CONTRACT

L.2. SERVICE CLASSIFICATION AND SIZE STANDARD

L.3. VIRTUAL PRE-PROPOSAL CONFERENCE

L.4. PERIOD FOR ACCEPTANCE OF OFFERS

L.5. SOLICITATION AMENDMENTS

L.6. INSTRUCTIONS FOR SUBMITTING PROPOSALS

L.6.1. Hand Carried Proposals

L.6.2. Questions Concerning The Solicitation L.6.3. Submission And Content of Proposals L.6.4. Instructions For Proposals

L.7. SOLICITATION PROVISIONS (Negotiated) L.7.1. FAR 52.233-2 Service of Protest (Sept 2006) L.7.2. GSAR 552.217-71 Notice Regarding Option(s) (Nov 1992) L.7.3. 52.215-1 Instructions to Offerors – Competitive Acquisition (Jan 2017) L.7.4. GSAM 552.215-73 Notice (Jul 2016) L.7.5. GSAM 552.219-72 Preparation, Submission, and Negotiation of Subcontracting Plans (Oct 2016) L.7.6. GSAM 552.252-5 Authorized Deviations In Provisions (Deviation FAR 52.252-5) (Sep 1999) L.7.7. 52.222-24 Pre Award On-Site Equal Opportunity Compliance Evaluation (Feb 1999) Deviation

L.8. SOLICITATION PROVISIONS INCORPORATED BY REFERENCE

L.8.1. FAR 52.252-1 Solicitation Provisions Incorporated By Reference (Feb 1998)

SECTION M - METHODOLOGY AND FACTORS FOR AWARD

M.1. METHOD OF AWARD

M.2. TECHNICAL EVALUATION FACTORS

M.2.1. Factor 1: Firm Experience M.2.2. Factor 2: Management Plan M.2.3. Factor 3: Portfolio Case Studies M.2.3.1. Zone 1 Northern Service Area Case Study Portfolio for the IRS M.2.3.2. Zone 2 Southern Service Area Case Study Portfolio for SSA M.2.3.3. Zone 3 Western Service Area Case Study Portfolio for DHS M.2.3.4. Zone 4 National Capital Service Area Case Study Portfolio for the USDA M.2.4. Factor 4: Past Performance M.2.5. Factor 5: Small Business Socioeconomic Status

M.3. PRICE

M.3.1. 52.217-5 Evaluation Of Options (Jul 1990)

PART I

SECTION A - SOLICITATION/CONTRACT FORM SF-33

SOLICITATION, OFFER AND AWARD

1. THIS CONTRACT IS A RATED ORDER

UNDER DPAS (15 CFR 700)

RATING PAGE OF PAGES

2. CONTRACT NUMBER 3. SOLICITATION NUMBER 4. TYPE OF SOLICITATION 5. DATE ISSUED 6. REQUISITION/PURCHASE NUMBER

CODE7. ISSUED BY 8. ADDRESS OFFER TO (If other than item 7)

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

9. Sealed offers in original and copies for furnishings the supplies or services in the Schedule will be received at the place specified in item 8, or if hand carried, in the depository located in until local time

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR

INFORMATION

CALL:

A. NAME B. TELEPHONE (NO COLLECT CALLS)

AREA CODE NUMBER EXTENSION

C. E-MAIL ADDRESS

11. TABLE OF CONTENTS

(X) SEC. DESCRIPTION PAGE(S) (X) SEC. PAGE(S)DESCRIPTION

A

B

C

D

E

F

G

H

I

J

K

L

M EVALUATION FACTORS FOR AWARD

INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

REPRESENTATIONS, CERTIFICATIONS AND OTHER

STATEMENTS OF OFFERORS

PART IV - REPRESENTATIONS AND INSTRUCTIONS

LIST OF ATTACHMENTS

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

CONTRACT CLAUSESSOLICITATION/CONTRACT FORM

SUPPLIES OR SERVICES AND PRICES/COSTS

DESCRIPTION/SPECS./WORK STATEMENT

PACKAGING AND MARKING

INSPECTION AND ACCEPTANCE

DELIVERIES OR PERFORMANCE

CONTRACT ADMINISTRATION DATA

SPECIAL CONTRACT REQUIREMENTS

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

OFFER (Must be fully completed by offeror)

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days ( calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

14. ACKNOWLEDGMENT OF AMENDMENTS

(The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated):

10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS (%) CALENDAR DAYS(%)

DATEAMENDMENT NO.AMENDMENT NO. DATE

15A. NAME AND

ADDRESS

OF OFFER-

OR

CODE FACILITY 16. NAME AND THE TITLE OF PERSON AUTHORIZED TO SIGN OFFER

(Type or print)

15B. TELEPHONE NUMBER

AREA CODE NUMBER EXTENSION

15C. CHECK IF REMITTANCE ADDRESS IS

DIFFERENT FROM ABOVE - ENTER SUCH

ADDRESS IN SCHEDULE.

17. SIGNATURE 18. OFFER DATE

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL OPEN COMPETITION:

10 U.S.C. 2304 (c) ( )41 U.S.C. 3304(a)

24. ADMINISTERED BY (If other than Item 7)

26. NAME OF CONTRACTING OFFICER (Type or print)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

(4 copies unless otherwise specified)

25. PAYMENT WILL BE MADE BY

27. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

28. AWARD DATE

CODE

ITEM

STANDARD FORM 33 (REV. 6/2014)

Prescribed by GSA - FAR (48 CFR) 53.214 (c)

SEALED BID (IFB)

NEGOTIATED (RFP)

(Hour) (Date)

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

1 1

PRAA

Center for Broker Services

PBS-Office of Leasing

1800 F ST, NW

WASHINGTON, DC 20405-0001 USA

47PA0519R0001

5:00 PM (EST)

Breanna Ackley breanna.ackley@gsa.gov

9/9/2019

651 2345010

7/9/2019

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods:

(a) By completing items 8 and 15, and returning or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE

RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

E. IMPORTANT: Contractor is not is required to sign this document and return copies to the issuing office.

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

1. CONTRACT ID CODE

2. AMENDMENT/MODIFICATION NUMBER 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQUISITION NUMBER 5. PROJECT NUMBER (If applicable)

7. ADMINISTERED BY (If other than Item 6) CODE

STANDARD FORM 30 (REV. 11/2016)

Prescribed by GSA FAR (48 CFR) 53.243

FACILITY CODE

9A. AMENDMENT OF SOLICITATION NUMBER

9B. DATED (SEE ITEM 11)

10A. MODIFICATION OF CONTRACT/ORDER NUMBER

10B. DATED (SEE ITEM 13)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers is extended. is not extended.

12. ACCOUNTING AND APPROPRIATION DATA (If required) copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NUMBER AS DESCRIBED IN ITEM 14.

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER

NUMBER IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation data, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15C. DATE SIGNED

15A. NAME AND TITLE OF SIGNER (Type or print)

16C. DATE SIGNED

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

PAGE OF PAGES

6. ISSUED BY CODE

8. NAME AND ADDRESS OF CONTRACTOR (Number, street, county, State and ZIP Code) (X)

CODE

15B. CONTRACTOR/OFFEROR

(Signature of person authorized to sign)

16B. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

Previous edition unusable

PRAA

Breanna Ackley, National Contracting Officer

Please see attached

Center for Broker Services

PBS-Office of Leasing

1800 F ST, NW

WASHINGTON, DC 20405-0001 USA

EQPRAA-19-0016

47PA0519R0001

1 2

8/22/2019

7/9/2019

Description of Amendment/Modification

Amendment 0001 to Solicitation 47PA0519R0001 incorporates the following revisions:

Sections A-M of the Solicitation and the exhibits have been replaced in their entirety. The amended areas of the solicitation have been highlighted in yellow and removed language has been stricken through.

Below is a summary list of the amended sections:

B.3.1. General

C.4.1.6. Commission and Commission Credits

C.4.2.8.2. Project Commencement Meeting - Required

C.4.3.2.3. Market Survey 360

C.4.3.2.7. Negotiate Offers

C.4.3.2.9. Reviewing Final Proposal Revisions (FPRs)

C.4.3.3.1. Enhanced Post Award Services

C.8. Quality Assurance By The Government

F.1. Place of Performance

F.3. Ordering Procedures

G.1. Government Roles and Responsibilities

H.1. Qualification Requirements For Contractor's Firm

H.3.8.1. General

H.3.8.2. Zonal Project Manager(s)

H.3.8.6. Role Minimum Requirements Matrix

H.5. Conflicts of Interest

I.2.9. 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or

Equipment (AUG 2019)

I.2.10. GSAR 552.204-70, Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment (AUG 2019)

K.6. 52.204-24 Representation Regarding Certain Telecommunications and Video Surveillance Services or

Equipment (AUG 2019)

L.6.3. Submission and Content of Proposals

L.6.4. Instructions For Proposals

M.1. Method of Award

M.2.1. Factor 1: Firm Experience

M.2.2. Factor 2: Management Plan

M.2.3. Factor 3: Portfolio Case Studies

The following Exhibit has been replaced in its entirety:

Exhibit 5 GLS Plus Commission Agreement

The following Attachments have been removed and replaced in their entirety:

GLS Plus Pricing Worksheet Attachment 1 replaced with GLS Plus Pricing Worksheet Amended Attachment 1

Factor 1 Firm Experience Attachment 2 replaced with Factor 1 Firm Experience Amended Attachment 2

The following Attachments have been added:

Factor 4 GLS Plus - Reference Form Attachment 5

GLS Plus Pre-proposal Questions and Answers

In the event that there is a conflict between the Solicitation terms and conditions and the information included in the

GLS Plus Pre-proposal Questions and Answers document, the Solicitation terms and conditions shall control.

47PA0519R0001/0001

SECTION B - SERVICES AND PRICES

B.1. SERVICES

The services to be provided are in support of the General Services Administration (GSA), Public Buildings Service (PBS), Office of Leasing. The services will support the acquisition of leasehold interests and related real estate services for GSA's Federal tenants in four geographic zones (which include the eleven GSA Regions) as listed here.

ZONAL SERVICE

AREA

ZONE

NUMBER

GSA PBS REGIONS

Northern 1* 1, 2, 3, 5

Southern 2 4, 7

Western 3 6, 8, 9, 10

National Capital 4 11

*Commonwealth of Puerto Rico and the U.S. Virgin Islands are serviced under Zone 1.

Prior to performance of any contract services, a task order will be awarded in accordance with the ordering procedures stated in Section F.3 . Contractors shall accept only written task orders issued on a GSA Form 300 by an authorized Zonal Contracting Officer (ZCO), except for duly authorized emergencies in which a verbal task order may be issued. A verbal task order is only authorized in emergency situations and will be issued by the ZCO after approval from the National Contracting Officer (NCO).

Contractors must comply with personnel qualification requirements including certification, experience, conflict of interest, nondisclosure, and clearances, stated in Section H .

Performance of contract services requires expertise in both commercial real estate practices and Federal procurement regulations as related to Federal lease acquisitions. Federal lease acquisitions are required to be performed in compliance with Federal lease acquisition regulations, Federal lease law, applicable Executive Orders, and other procurement regulations, policy directives, and processes listed in Section J , Exhibit 1 , Laws, Statutes, Executive Orders, Regulations; or referenced in this document. Information related to a Federal acquisition is protected by the federal Procurement Integrity Act and disclosure to other than authorized parties is prohibited as outlined in Section H.5 , paragraph D.8.

All decisions regarding a lease acquisition made on behalf of the Government are reserved for the Lease Contracting Officer (LCO) who in most cases serves a dual role as the LCO for the lease and the Contracting Officer’s Representative (COR) for a task order awarded under the GSA Leasing Support Services Plus (GLS Plus) contract for the lease acquisition. The Contractor is prohibited from performing any inherently governmental functions listed in FAR Part 7 Subpart 7.5 .

The Contractor is responsible for providing all deliverables and services in a timely and professional manner. Multiple task orders may run concurrently, so the Contractor must have the capacity to supply sufficient staff and resources to successfully complete services and meet completion dates.

This is a "non-personal services contract" as defined in FAR 37.101 . It is therefore understood and agreed that the Contractor and/or Contractor employees: (1) shall perform the services specified herein as independent Contractors, not as employees of the Government; (2) shall be responsible for their own management and administration of the work required and bear sole responsibility for complying with any and all technical, schedule, and/or financial requirements or constraints attendant to the performance of the contract; (3) shall be free from supervision or control by any Government employee, but (4) shall, pursuant to the Government's right and obligation to inspect, accept, or reject the work, comply with such general direction of the Lease Contracting Officer or the duly authorized representative of the Lease Contracting Officer as necessary to ensure accomplishment of contract objectives.

Websites and tools referenced in this document are to provide Contractors access to forms, sample documents, and statutes, executive orders, and regulations that govern Federal lease acquisition. As necessary, during the term of the contract, the Contracting Officer or a designated representative may provide updated web addresses and tools. Forms and other samples are for information only and do not relieve the Contractor from responsibility for ensuring all work performed is in accordance with the required statutes, executive orders, regulations, or other requirements of the contract.

By accepting award, the Contractor agrees to follow any new procedures or processes adopted and implemented by the Government to improve the lease acquisition process during the term of the contract at no cost to the Government. These changes in procedures and processes may be a result of changes in regulation or policy. The Government will provide access to governmental software if required for the Contractor to implement new procedures. The Government may provide guidance or training on new procedures during the term of the contract.

https://www.acquisition.gov/content/7503-policy https://www.acquisition.gov/content/37101-definitions

The Government may also implement non-traditional and innovative procurement methods and techniques. If it is determined to be in the best interest of the Government to employ new methods or techniques for lease procurements, a Contractor accepting award of a GLS Plus contract agrees to conduct new lease acquisitions utilizing the new methods at no additional cost to the Government. In the event new methods and techniques are implemented, guidance will be provided to the Contractors by the Government. The Contractor shall ensure that all guidance and training provided by the Government regarding any new methods or techniques for lease procurements are shared with its staff and designated personnel assigned to conduct leasing services under the contract.

B.1.1. Portfolios of Work GSA will provide Contractors with an opportunity to propose pricing on an actionable portfolio of work. An actionable portfolio of work will consist of projects that are commissionable and vetted through regional leadership. Some of the projects within a portfolio of work may not materialize and may result in termination. Terminations may result from market conditions, change in agency requirements, or other circumstances beyond the control of the agency.

Only 5% of approximately 1,000 task orders awarded were terminated in the first generation of GLS. The Government will identify requirements needed for each project.

In an effort to yield significant taxpayer savings, the Contractor may be asked to provide specific information regarding changes in market conditions or renegotiation opportunities within the actionable portfolio. For example, the Contractor may provide a high level analysis of the market status, including market indicators, evaluation of the market to allow the Government opportunities to restructure leases, market research per the list of GSA leases provided to notify the Government of owner debt stress, or options for renegotiation of terms (length of firm term and soft term) as well as estimated rental rates and any other concessions that might be achieved with renegotiation. For each lease project in the portfolio of work assigned, the Contractor is responsible for uploading any and all project documents into

G-REX.

B.2. FY 2019 SMALL BUSINESS GOALS

The Office of Small Business Utilization (OSBU) is responsible for negotiating GSA's annual Small Business Program goals with the U.S. Small Business Administration (SBA) to ensure that small businesses have the maximum practicable opportunity to provide goods and services to the Federal Government.

More information regarding the Small Business Goals is available from the GSA Office of Small Business Utilization. Offerors who are other than small businesses are required to submit a subcontracting plan in support of GSA's Small Business Subcontracting goals and programs and comply with FAR 52.219-9 .

https://www.acquisition.gov/content/52219-9-small-business-subcontracting-plan

Below are GSA's Fiscal Year 2019 agency-wide prime contract and subcontract goals approved by SBA:

PRIME CONTRACTS

Small Business 30.00%

Small Disadvantaged Business (SDB) 5.00%

Women-owned Small Business 5.00%

HUBZone Small Business 3.00%

Service-Disabled Veteran-owned Small Business 3.00%

SUBCONTRACTS

GOALING CATEGORY GOAL

Small Business 25.50%

Small Disadvantaged Business (SDB) 5.00%

Women-owned Small Business 5.00%

HUBZone Small Business 3.00%

Service-Disabled Veteran-owned Small Business 3.00%

B.3. PRICES

B.3.1. General There may be substantial changes to the terms and conditions of the contract from previous contracts awarded by GSA for similar services. Offerors, especially previous GSA real estate service Contractors, are cautioned to note the changes in this contract and not rely on knowledge of previous contracts when preparing proposals.

Contractors will be compensated by collecting real estate commissions paid by the building owner. The Government will not make any direct payment or reimbursement to a Contractor for contract services including, but not limited to, any expense associated with the performance of the services, such as travel.

For Modules 1 and 2, Contractors should anticipate that commissions may not be available until 18-42 months from task order award. For Modules 3, 4, and 5 (if applicable), Contractors should anticipate that commissions may not be available until 12-18 months from task order award.

Under the terms and conditions of the contract and in accordance with industry practice, a Contractor has the opportunity to obtain a substantial monetary benefit by collecting a market rate real estate commission paid by a building owner. The commission negotiated for a lease acquisition performed by a Contractor under the contract will be based on a lease term not to exceed the firm term of the lease contract. Commissions will not be negotiated or collected on lease option periods or for lease terms beyond the firm term of the lease. GSA anticipates lease terms that are 8 to 15 years firm; however, they may be longer or shorter.

Contractors are required to negotiate a market rate commission consistent with local business practices with the offerors in the lease procurement. Offerors in the lease procurement will be instructed in the RLP that a market rate commission is expected and must be paid wherever they are represented by a listing agent, an offering agent, or Contractor, property manager, developer, or any other agent or representative. As payment for their services under this contract, Contractors will receive a portion of the negotiated market rate commission that they negotiate with the successful lessors/building owners. For each Module and Contract Year, Contractors will propose the percentage of the negotiated market rate commission that they intend to retain as payment for their services for that lease transaction. The remainder of the negotiated market rate commission (if any) will be credited to the shell rent in that lease transaction as the Commission Credit .

GSA will make every effort to only issue Task Orders for requirements when it has been determined that a negotiated market commission should be available. In the event that the Contractor becomes aware that no commission is available the Contractor will notify the ZCO and COR at its first opportunity. GSA, while not liable for services performed up to the date of notification, but will, after execution of a modification to remove a lease transaction or modification for a termination for convenience, no longer require the Contractor to continue services on that task order or lease transaction. In the event that a task order or lease transaction is removed/terminated for any reason, the Contractor shall provide GSA with all lease transaction related research and procurement documentation.

For individual lease transactions that are not a component of a portfolio body of work (excluding a single Disaster/FEMA task order), the minimum tasking threshold for estimated net commission is $5,000.

The Government will not receive a Commission Credit for lease acquisitions tasked for any module in response to a Presidential Declaration of Emergency or Major Disaster with an assigned FEMA Declaration Disaster Number and the Contractor will retain the total available commission on these projects. There is no minimum tasking threshold for estimated net commission. Once the task order is issued, if it is determined that the task order is not commissionable, the Contractor will notify GSA at its first opportunity and the task order will then be terminated.

The Contractor has an opportunity to collect a commission on the following tasks: Module 1- Deluxe Acquisition Services; Module 2 - Programming and Acquisition Services; Module 3 - Occupancy Services; Module 4 - Lease Acquisition; Module 5 - Limited Value Leases; and Module 6 - Planning Services. These modules may include options for enhanced services as further described in Section C . Price proposals shall be submitted electronically on the Pricing Worksheet (Attachment 1). Complete instructions for submitting the price proposal are in Section L and the complete price evaluation method is stated in Section M . To be considered for award, a Contractor’s price proposal must state the maximum percentage of the market rate commission for each lease transaction category that they propose to retain as their compensation on the pricing worksheet . There are four (4) pricing worksheets included in Attachment 1, one for each zone in which Contractors would like to be considered for award.

Contractors will not be evaluated for zones in which they do not submit pricing.

Note: The estimated GLS Plus projections and referenced expiring leases provided on the Pricing Worksheet (Attachment 1) are being provided to assist offerors in establishing commission rates. This is not an obligation by the Government that any specific project listed will be tasked to GLS Plus . Fair Opportunity Procedures under Ordering Procedures in Section F.3 will be followed.

GSA’s updated lease inventory can be found at: http://www.gsa.gov/portal/content/101840

B.3.2. Minimum/Maximum Quantities As referred to in paragraph (b) of FAR Clause 52.216-22, Indefinite Quantity, the contract minimum and maximum quantities, inclusive of the base and all option periods, are as follows:

A. MINIMUM: The Government will issue task orders for the services specified in the contract, totaling a minimum net commission in the following zones, per Contractor.

Northern Service Area (Zone 1): $250,000.00 Southern Service Area (Zone 2): $250,000.00 Western Service Area (Zone 3): $250,000.00 National Capital Service Area (Zone 4): $250,000.00

Funding information for the minimum quantity is provided for administrative purposes only. No payments will be made under this contract unless the minimum guarantee is not met as a result of the commission available from task orders issued.

B. MAXIMUM: The government may issue task orders for the services specified in the contract, totaling a maximum net commission in the following zones, per Contractor.

Northern Service Area (Zone 1): $55,000,000.00 Southern Service Area (Zone 2): $70,000,000.00 Western Service Area (Zone 3): $60,000,000.00 National Capital Service Area (Zone 4): $145,000,000.00 http://www.gsa.gov/portal/content/101840

SECTION C - STATEMENT OF WORK AND QUALITY CONTROL

REQUIREMENTS

C.1. INTRODUCTION

PBS provides workspace for more than one million Federal workers. Whenever possible, GSA satisfies tenant agency needs in existing GSA-controlled owned or leased space. When suitable space is not available within the existing inventory, GSA acquires space in privately owned buildings. PBS leases various types of space, including but not limited to office space, laboratories, clinics, border stations, warehouses, and courthouses in both urban and rural areas throughout four geographic zones (which include the eleven GSA Regions as shown in Section B.1 ) . Federal laws and regulations require the Government to procure leased space utilizing competitive procedures, unless otherwise justified. GSA intends to leverage brokerage expertise and innovative technologies to meet PBS goals of greater taxpayer savings, maximized productivity, and improved customer experience. The Contractor will support PBS’s strategic efforts to negotiate longer lease terms and develop efficient space utilization.

The Office of Leasing is the PBS entity responsible for acquisition and administration of leasehold interests. GSA lease acquisitions follow the procedures stated in the General Services Acquisition Manual (GSAM), Federal Acquisition Regulations (FAR), Executive Orders, legislative changes, and GSA policies and procedures. (See Section J , Exhibit 1 , Laws, Statutes, Executive Orders, Regulations).

GSA differentiates leases by high, moderate, and limited value based on the strategic goals of the Lease Cost Avoidance Plan . This contract will focus on obtaining the greatest cost avoidance by capitalizing on the Contractor’s market knowledge. GLS Plus also allows for the flexibility to use the contracts for limited value leases to assist regions, if needed, with resource capacity and workload management. These leases tend to be in remote locations and may be costly for Contractors. GSA classifies its high, moderate, and limited value leases as follows:

Value Tier Estimated Total Annual Rent

High Value Greater than or equal to $750,000.00

Moderate Value Greater than $250,000.00 - $749,999.99

Limited Value Less than or equal to $250,000.00

Unless otherwise noted, the Contractor shall perform designated leasing duties that are not inherently governmental functions. Those duties are specified in this scope of work and further described in other leasing policies and documents including: the Leasing Desk Guide Chapters and Appendices as revised and/or amended, Lease Acquisition Circulars (LACs), and Leasing Alerts. References included in this scope of work to Leasing Desk Guide should be understood to include all leasing policy and documents. Various sections of the Leasing Desk Guide are identified in this scope of work for ease of reference for the Contractor. This scope of work is not all inclusive and the Contractor will have to rely on the Leasing Desk Guide in its entirety, excluding inherently governmental functions, to determine its responsibilities. In instances where responsibilities in the Leasing Desk Guide are unclear, clarification of tasks should be requested of the Contracting Officer’s Representative.

https://www.gsa.gov/real-estate/real-estate-services/leasing-policy-procedures/lease-cost-avoidance-plan https://www.gsa.gov/real-estate/real-estate-services/leasing-policy-procedures/policy-and-tools/policy/leasing-desk-guide-ldg

C.2. SCOPE OF WORK OVERVIEW

A. Contractors shall perform all lease acquisition services for Modules 1–6, as described in Section C.4.2 and may be asked to provide Market Intelligence information as described in Section C.4.4 .

B. In addition to the lease acquisition services, the Contractor shall timely provide necessary documentation and assistance to the Government on disputes, protests, claims, and appeals related to services that they are performing or have performed. In the event the Government receives a congressional inquiry, a Freedom of Information Act (FOIA) request, subpoena or other similar inquiry, demand, or request for information, the Contractor will cooperate with the Government as necessary, as defined in Section C.5.3 .

C. The Contractor shall attend up to two national performance review meetings a year with the National Program Manager (NPM), National Contracting Officer (NCO), National Contracting Officer’s Representative (NCOR), and other Government representatives. Meetings may be held virtually or in-person. Travel costs shall be at the Contractor’s expense.

D. The Contractor shall attend up to two regional performance review meetings and two portfolio status meetings a year; at least one performance review meeting will be held in-person in each of the regions serviced, separate from the national meetings. These meetings can be coordinated to occur simultaneously at the region’s convenience.

These meetings should incorporate COR-driven project deep dives and must include the participation of the assigned Transaction Manager(s). Travel costs shall be at the Contractor’s expense.

E. The Contractor may be asked to attend up to one business relations meeting a year with the National Program Manager (NPM), National Contracting Officer (NCO), National Contracting Officer’s Representative (NCOR), and other Government representatives. The Contractor may be expected to participate in efforts to develop/improve policy, assist in developing new initiatives, and providing other feedback leading to potential process improvements and increased cost-savings for the taxpayer. The meeting may be held in-person. Travel costs shall be at the Contractor’s expense. The location shall be determined at minimum one month prior to the meeting date.

F. The Contractor’s key personnel, at a minimum, are required to attend initial training for the implementation of this contract. The Contractor may have additional personnel attend the training. The location of the training will be provided after award. In addition, the Contractor’s key personnel are expected to attend any national or zonal follow-on training as determined by the NPM. This training may be held in-person or virtually utilizing the most current technology. If travel is required, it shall be at the Contractor’s expense.

C.2.1. Safeguarding Sensitive Data and Information Technology Resources In accordance with FAR 39.105 , all users of sensitive data and information technology (IT) resources, including awardees, contractors, subcontractors, lessors, suppliers and manufacturers must comply with the GSA policies listed in Section H.3.4 .

https://www.acquisition.gov/content/part-39-acquisition-information-technology#id1617MD0K07S

C.3. DEFINITIONS AND TERMINOLOGIES

The definitions and terminologies for this scope of work and for task orders issued against the subsequent contracts are provided in the Leasing Desk Guide, Appendix A: Glossary of Terminology and also below. For clarification of any terms which are not included below or in the Leasing Desk Guide Appendix A, contact the National Contracting Officer (NCO).

Aggregate Lease Value The fully serviced rent to be paid by the Tenant for the initial firm term of the Lease. The firm term and application of broker commissions are defined in the Request for Lease Proposals (RLP). In general, the Aggregate Lease Value can be inclusive of:

(i) the initial fully serviced rent to be paid by the Tenant on all space leased by the Tenant, including shell rent (including base real estate taxes), base operating costs, parking rent (if separate from shell rent) and amortization of any tenant improvement allowance, Building Specific Amortized Capital (BSAC) charges, and

(ii) any fixed annual or other periodic rental bumps and/or fixed annual or other periodic rent escalations.

Note: For computation purposes, the Commission Credit is not subtracted from the Aggregate Lease Value.

The Aggregate Lease Value shall not include:

(i) any rental abatement (including allowances/incentives) provided to the Tenant pursuant to the Lease, not inclusive of the Commission Credit,

(ii) any annual rental escalations covering operating expenses and/or real estate tax increases during the lease term,

(iii) any additional amounts paid by the Tenant for services over and above those furnished by Lessor as a part of the Lease, and

(iv) lump sum payments to buy down the rent to pay for the agencies portion of tenant improvements

Note: If a module is selected that does not require Post Award Services, the Tenant Improvement Allowance and the BSAC allowance shall be subtracted from the Aggregate Lease Value prior to Lease Award in the calculation of the Contractor’s commission. The Government will not receive the Commission Credit associated with the Tenant Improvement Allowance and the BSAC allowance.

Approval Approval occurs when the Government has reviewed submittals, deliverables, and/or administrative documents, has determined the services or submissions conform to contract requirements, and has communicated final acceptance of any of these items in writing to the Contractor.

Bullseye An in-house market research report tailored for a specific GSA lease transaction. A national team is dedicated to overseeing market research reports for all qualifying lease transactions (leases within the Reis markets as per Section J , Exhibit 7 , Reis Markets Data, being completed in the regions. GSA will gather available market data from industry experts to establish the Bullseye target. That data will be compiled into a condensed report with market information, analysis, and insight regarding the local submarket that contains the delineated area for the procurement. (See Section J , Exhibit 3 , Bullseye Methodology) https://www.gsa.gov/cdnstatic/LDG-Appendix-A_Terminology-508c-sm.pdf https://www.gsa.gov/cdnstatic/LDG-Appendix-A_Terminology-508c-sm.pdf

This report must be utilized where available by the Lease Contracting Officer / Leasing Specialist / Contractor as a tool to make informed leasing decisions on behalf of the Government and can provide the necessary backup documentation to aid leasing personnel in their negotiations with offerors.

Note: In the event that Bullseye is replaced by an alternative tool, Contractors shall comply with the new tool.

Bullseye Target The fully serviced rental rate to be used as the year one asking rent for comparison to the present value analysis. This rate is established by the Office of Leasing based on representative market comparable rent rate data obtained from market research firms.

Commission The percentage of the Aggregate Lease Value that the Lessor agrees to pay the Contractor in accordance with the applicable, executed Commission Agreement. In markets where it is common practice to calculate commission as a rate per square foot or fixed amount, commission shall be converted as a percentage of the Aggregate Lease Value.

Commission Agreement The written agreement between the lessor and the contractor outlining the agreed upon commission and terms.

Commission Credit The portion of the commission that is credited to the Government, reflected as a deduction in the shell rent, as specified in the lease contract.

Contract and Contractor “Contract” means this national multiple award IDIQ GLS Plus contract and "Contractor" means the party who has entered into this contract with the Government.

Day In this contract, unless explicitly indicated otherwise, day refers to Federal business days (Monday through Friday, excluding Federal holidays).

Government Personnel National Contracting Officer (NCO), National Program Manager (NPM), National Contracting Officer’s Representative (NCOR), Zonal Contracting Officer (ZCO), Lease Contracting Officer (LCO), Regional Program Manager (RPM), Contracting Officer’s Representative (COR), Project Manager (PM), and Client Planning Manager (CPM). Section G.1 describes the roles and responsibilities of Government personnel.

G-REX

An acronym for GSA Real Estate Exchange. G-REX is a mission critical system that requires a Leasing Specialist / Lease Contracting Officer / Contractor to document essential lease procurement activities to award a lease, as well as post occupancy services consistent with national policy and guidance. G-REX is the source system for project data, schedule management, reporting, and file documentation, The system provides vital lease and productivity data collection for future lease process improvement.

Note: In the event G-REX is replaced in the future, the Contractor will be required to utilize that system of record.

High Value Leases Leases that are estimated to be greater than or equal to $750,000 in fully serviced annual rent at task order issuance. (This threshold is subject to change on an annual basis.)

Inherently Governmental Functions The Contractor may not bind the U.S. Government or perform any functions that remain the responsibility of the Government as defined in FAR Part 7 Subpart 7.5 . The following, non-exhaustive list highlights lease procurement specific tasks that are considered inherently governmental:

● Approving documents and/or signing on behalf of the Government, e.g. Equal Employment Office clearance requests, Tenant Improvement Notice to Proceed, COR Letter for Designated Agency Representative or Field Office, any correspondence on GSA letterhead

● NEPA compliance documents such as AutoCatex form, CATEX Checklist, Environmental Assessment (EA), or Environmental Impact Statement (EIS)

● Certification of Funds, BA53 Fund Certification

● Change Orders (order or issue without LCO approval)

● Client Project Agreement (Official Finalization)

● Compliance with Randolph Sheppard Act

● Consultation with GSA General Counsel

● Debriefings/Protests and Resolution/Claims/Congressional Inquiries and responding to requests/Freedom of Information Act (FOIA) requests

○ Contractor will, when directed, provide input and support the GSA in drafting a response

● Determination that costs (lease rental and/or Tenant Improvement) are Fair and

Reasonable

○ Contractor will, when directed, provide a recommendation to the GSA

● Determination that space is substantially complete

● Fire Protection and Life Safety approval by a licensed GSA Fire Protection Engineer

● Independent Government Estimate (IGE) development

● Lease and Lease Amendment award/execution

○ To include signature on associated cover letters

● Occupancy Agreement, draft and/or sign

● Prospectus submission/approval

● Receipt and approval of Reimbursable Work Authorizations (RWA)

● Request to GSA PMC for Utility Contract

● Scoring analysis

● Seismic approval

● Source Selection

○ Source Selection Plan (SSP) signature

○ Serving as a voting member on a Source Selection Evaluation Board (SSEB)

● Small Business Subcontracting Plan verification and approval

● Approving and redacting a Justification for Other Than Full and Open Competition

(Justification)

● Vacant Space Check

Lease Amendment (LA) A lease contract document executed by a Lease Contracting Officer, used to change or modify an existing lease to reflect any change to the lease terms. For example, the acquisition of additional space, changes to agreed upon tenant improvements, partial release of space, revision in terms or rental payments, change in ownership or payee, or any other action that changes the lease.

For purposes of this contract, the final Lease Amendment is defined as the last Lease Amendment required for completion of a lease transaction under this contract. It must clearly state, at a minimum,the firm and non firm term of the lease, the final rental rate expressed in a dollar per rentable square foot, the total annual rent, the total Tenant Improvement (TI) dollar amount and Building Specific Amortized Capital (BSAC) dollar amount amortized in the lease, the total commission dollars to be paid to the Contractor, the total commission credit to be credited to the Government, the lease term commencement date, and any other negotiated terms of the lease.

Lease Cost Avoidance Plan (LCAP) An initiative that calculates the realized cost avoidance from lease transactions to include, but is not limited to, realized cost avoidance through reductions in RSF, leased vacant space mitigation, and negotiating leases below the Bullseye target rate in Reis markets; may also be referenced as Lease Cost Savings Plan.

Leasing Desk Guide (LDG) Authorities, policies, technical and procedural guides, and administrative limitations governing the acquisition by lease of real property. It replaces previous PBS leasing guides and incorporates other existing policies and procedures.

Limited Value Leases Leases that are estimated to be less than or equal to $250,000 in fully serviced annual rent at task order issuance.

Moderate Value Leases Leases that are estimated to be greater than $250,000 and up to $749,999.99 in fully serviced annual rent at task order issuance.

Normal Regional Office Work Hours The normal work hours of the regional offices in each time zone covered by the contract are from 8:00 a.m. to 4:30 p.m.

Portfolios of Work Portfolios of Work may be…