Updated AM0005 RFP Attachment 3. GLS MAX (Offeror Name) Factor 2 Firm Experience_ Client Account Data.xlsx
XLSX spreadsheet 72 KB Posted
- Solicitation number
- 47PH5326R0017
- Issued by
- Not on record
About this file
This is a submission template for Factor 2 (Firm Experience) of the GSA Leasing Support Services Max (GLS Max) solicitation (47PH5326R0017). The template requires offerors to document their firm's commercial broker services experience in tenant and owner representation within the last five years, organized by Transaction Manager. Offerors must submit detailed information on 65 projects, including client name and contact information, space type, project dates, contract award date, service type, owner/tenant representation scope, total contract value, project size in rentable square footage, government contract numbers if applicable, project location, subcontractor types, prime/subcontractor status, and the responsible entity name as listed in SAM.gov.
The template includes two parts: Part 1 requires a comprehensive matrix listing all 65 projects with the aforementioned data fields, and Part 2 requires detailed narratives (limited to 6,000 characters per project) for three specific complex projects that demonstrate the offeror's ability to manage challenging situations. Complex projects are defined as those with higher complexity factors including large project size, construction build-out, above-standard service negotiations, multiple stakeholders, consolidations, or multiple agency requirements at single locations. Offerors must describe the project situation, challenges encountered, resolution strategies employed, and specific results achieved for each of the three selected projects.
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Factor 2 Part 1 Firm Exp Client
| RFP Attachment 3. GLS MAX Factor 2 Firm Experience Client Account Data | |||||||||||||||||
| Offeror Name: | |||||||||||||||||
| Zone Proposing: | |||||||||||||||||
| FACTOR 2: FIRM EXPERIENCE Submission | |||||||||||||||||
| Client Account Data: Offeror must organize project submissions by Team Member/Transaction Manager (TM) Name. For example, please list a Team Member/TM name and all of the projects handled by that TM. Then, move to the next Team Member/TM and list all of the projects handled by that person, and so on. 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 (65 Projects). | |||||||||||||||||
| ID | Team Member/ | ||||||||||||||||
| Transaction Manager | Client Name | Client Contact Information | Client Type | Space Type | Project Start/End Dates Estimated; | ||||||||||||
| Project Start/End Dates Actual | Contract Action Award Date (e.g. Lease Award, Extension/Renewal) | Type of Services Provided | Owner/Tenant Representation | Total Contract Value of Project | Project Size | Government Contract Number (if applicable) | Location (City, State) | Type of Sub-Contractors, if utilized | Offering Firm's Level of Authority | Name of Entity That Was Responsible for Delivering Project | |||||||
| Enter the name(s) of the Transaction Manager and names and titles of other participating team members. | Enter the name of the primary client. | Provide a client contact. Include name, title, phone number, and email address. | Select the primary tenant type. | Select the space type that represents > 50% of the facility's use. | Enter project start and end dates estimated using 2-digit month/ year: mm/yy - mm/yy. Enter project start and end dates actual using 2-digit month/year: mm/yy - mm/yy. | Provide the official date the contract was awarded | Confirm the type of services provided. | Select the range that most accurately reflects the representation of work performed. | Please indicate the total contract value in dollars for this project. | Enter the project size in Rentable Square Footage | If 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 the types of subcontractors used. This may include other real estate firms, construction managers, etc. | Please indicate if the offering firm was the prime or subcontractor responsible for project delivery. Choose "Other" if Offering Firm was neither Prime nor Subcontractor. | Enter the name of the entity that was responsible for delivering the project. Please use the exact entity name as listed in SAM.gov (if applicable). | ||
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http://sam.gov/ Factor 2 Part 2 Individual Proj
| RFP Attachment 3. GLS MAX Factor 2 Firm Experience Client Account Data |
| Leasing Project Experience: Individual Projects |
| Project ID Number from the first tab column A (Factor 1; Part 1): |
| DETAILED DESCRIPTION: |
| Character limit - Please note responses are limited and capped at threshold of 6000 characters |
| The proposal will be evaluated to determine if the offeror has relevant experience in executing and managing complex projects. Complex projects are defined as lease projects with a higher degree of complexity to include, but not limited to, project size, construction build-out, negotiating above standard services, managing disparate stakeholders, consolidations, multiple Agency requirements under a single location, etc. |
As part of the 65 projects submitted, the offeror must elaborate on three specific projects. For each project, the offeror shall provide a detailed description of the overall project situation, challenges and issues encountered, strategies enacted to resolve those issues and specific results.
3 projects; 6,000 character limit for each.
Sheet1
| RFP Attachment 3. GLS MAX Factor 2 Firm Experience Client Account Data |
| Leasing Project Experience: Individual Projects |
| Project ID Number from the first tab column A (Factor 1; Part 1): |
| DETAILED DESCRIPTION: |
| Character limit - Please note responses are limited and capped at threshold of 6000 characters |
| The proposal will be evaluated to determine if the offeror has relevant experience in executing and managing complex projects. Complex projects are defined as lease projects with a higher degree of complexity to include, but not limited to, project size, construction build-out, negotiating above standard services, managing disparate stakeholders, consolidations, multiple Agency requirements under a single location, etc. |
As part of the 65 projects submitted, the offeror must elaborate on three specific projects. For each project, the offeror shall provide a detailed description of the overall project situation, challenges and issues encountered, strategies enacted to resolve those issues and specific results.
Sheet2
| RFP Attachment 3. GLS MAX Factor 2 Firm Experience Client Account Data |
| Leasing Project Experience: Individual Projects |
| Project ID Number from the first tab column A (Factor 1; Part 1): |
| DETAILED DESCRIPTION: |
| Character limit - Please note responses are limited and capped at threshold of 6000 characters |
| The proposal will be evaluated to determine if the offeror has relevant experience in executing and managing complex projects. Complex projects are defined as lease projects with a higher degree of complexity to include, but not limited to, project size, construction build-out, negotiating above standard services, managing disparate stakeholders, consolidations, multiple Agency requirements under a single location, etc. |
As part of the 65 projects submitted, the offeror must elaborate on three specific projects. For each project, the offeror shall provide a detailed description of the overall project situation, challenges and issues encountered, strategies enacted to resolve those issues and specific results.
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