Amendment 1 RFP No. 37802-RJ Real Estate Advisory Services.pdf

Addendum September 09, 2026 Page 1 of 5

AMENDMENT OF SOLICITATION

1. AMENDMENT NUMBER A001

2. DATE ISSUED September 09, 2026 3. NUMBER OF PAGES Twenty (20) pages included Attachments

4. ISSUED BY

UNIVERSITY OF MARYLAND

DEPARTMENT OF PROCUREMENT & STRATEGIC SOURCING

2113-R CHESAPEAK BUILDING

4300 TERRAPIN TRAIL

COLLEGE PARK, MARYLAND 20742-1111

POINT OF CONTACT: Rahima Jamal

TELEPHONE NUMBER: 301-405-6543

ELECTRONIC MAIL ADDRESS: RJAMA@UMD.EDU

5. ADMINISTERED BY (If other than Item 4)

6. NAME, ADDRESS AND FEI NUMBER OF CONTRACTOR

TO ALL PROPOSPECTIVE BIDDERS

7A. AMENDMENT OF SOLICITATION NUMBER

RFP No. 37802- RJ Real Estate Advisory Services for the University of Maryland College Park

7B. DATED

September 01, 2026

8. AMENDMENT OF SOLICITATION

The solicitation identified in 7A above is amended as set forth in Item 9.

The due date and time specified for receipt of offers/bids is extended, is not extended.

Contractor must acknowledge receipt of this amendment.

RECEIPT OF THIS AMENDMENT MUST BE ACKNOWLEDGED ON ACKNOWLEDGEMENT OF RECEIPT OF AMENDMENT FORM

FAILURE OF CONTRACTOR’S ACKNOWLEDGEMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR RECEIPT OF OFFERS/BIDS PRIOR TO THE DUE DATE AND TIME SPECIFIED MAY RENDER CONTRACTOR’S OFFER UNACCEPTABLE/NON-RESPONSIVE AND SUBJECT TO

REJECTION.

9. DESCRIPTION OF AMENDMENT (Use additional pages if required)

9.1 Serves to publish the Contract Term.

Term of Contract

• The contract term shall be for two (2) years starting from the date listed on the contract.

• At the sole discretion of the University, the contract may be renewed for up to three (3) additional separately exercisable one (1) year terms under the same terms and conditions.

9.2 Serves to include the following documents which are hereby made a part of RFP No. 37802- RJ

1. Pre-Bid Conference Meeting Minutes and Agenda, 2 pages

2. Pre-Bid Conference Sign-In Sheet, 1 page

3. Pre-Bid Conference PowerPoint Presentation, 17 pages

Continued on page 2

Except as provided herein, all terms and conditions of the document referenced in Item 7A, including previous amendments, if any, shall remain in full force and effect.

10A. NAME AND TITLE OF SIGNER (Type or Print)

11A. NAME OF PROCUREMENT OFFICER (Type or Print)

Rahima Jamal

September 09, 2026

10B. CONTRACTOR SIGNATURE

(Signature of Person Authorized to Sign)

10C. DATE SIGNED

RFP No. 37802- RJ

Amendment Number A001

Real Estate Advisory Services for the University of Maryland College Park

PRE-PROPOSAL CONFERENCE – MEETING MINUTES

MEETING DATE: September 08, 2026, at 11:00 AM ET

LOCATION:

https://umd.zoom.us/j/8431794682?pwd=pibBrnv73tGtzmHXWSMHwzApUUdZ0S.1&omn=97953410329&jst=2

ATTENDEES: See attached Sign-in Sheet

PUBLISHED: September 08, 2026

A. Introductions and Opening Remarks

• The meeting started on or around 11:00 am with a review of the meeting agenda and brief introductions of personnel involved with the contract.

B. Procurement – Rahima Jamal clarified that there is another Request for Proposal (RFP) RFP No. 37802- RJ for Real

Estate Advisory Services for the College Park.. All companies can participate in RFPs; however, we will award each contract separately. In addition, she reviewed the RFPs schedule, including overall milestone dates. Procedures and deadlines for submitting questions were covered: All questions must be in writing and submitted to the attention of the Procurement Officer as instructed in the RFP. The Procurement Officer is the only point of contact during the solicitation process.

C. Scope of Work – William Campbell, Project Manager, provided an overview of the scope of work for the RFP No.

37802- RJ for the Real Estate Advisory Services for the College Park.

William Campbell; Real Estate Assistant Director provided an overview of the scope of work for the RFP No.

37802- RJ for Real Estate Advisory Services for the University of Maryland College Park.

D. Proposals – Rahima Jamal provided a review of the requirements for submitting the technical and price proposals. Submit the price proposal in a separate file from the Technical Proposal. Make sure you are using the correct link to upload your proposals.

E. Technical Evaluation Factors - (1) 2.15.1 Executive Management Summary (2) 2.15.3 Exhibit 1, Solicitation/Contract Form (3) 2.15.4 Completed Section 4 Mandatory Requirement & all forms requested in Section 6

F. The following factors included in both RFPs are: (1) Mandatory Requirements (2) Highly Desirable Requirements

(3) Qualifications of Personnel as Demonstrated by Resumes (4) Past Performance (5) Clarity of Proposal (6) Economic Benefits to Maryland (7) Participants were reminded to review insurance requirements, bonds and questions that must be submitted in writing.

Note: The items mentioned above, which are not all-inclusive of the RFP, provide a brief summary of the contract, and proposal submittal procedures. Prospective proposers should review the RFP in its entirety and submit questions, in writing, in areas where clarification is needed.

SEE ATTACHED POWERPOINT PRESENTATION FOR MORE DETAILED INFORMATION PERTAINING TO THE ABOVE

ITEMS.

END OF MEETING MINUTES

Attachments:

Sign-In Sheet

Procurement Power-Point Presentation

Signing Sheet/ Pre-Bid Meeting chat

Name Company Email Phone

Adam Stein BridgeWater Real Estate

Brokerage astein@bwreb.com —

Agnes Galvin RCLCO agalvin@rclco.com —

Andrea Elson The Concourse Group Aelson@theconcoursegroup.com —

Chris Dalgarno-

Platt Hayat Brown chris.dalgarnoplatt@hayatbrown.com —

Chris Lucey Newmark chris.lucey@nmrk.com —

Christian Harris BPRE christian@bpreal.estate —

David Cornbrooks Savills dcornbrooks@savills.us —

Jeff Lamont Rift Valley Capital jeff@riftvalleycapital.com

312-233-

Jenifer Boss Hayat Brown jen.boss@hayatbrown.com —

Jennifer Hannum Blue Heron

Environmental Services Jennifer@blueheronenvironmental.com

443-680-

John Keon Savills jkeon@savills.us —

Katie Datin Colliers katie.datin@colliers.com —

Maria Gabriela

Gutierrez UMD Procurement — —

Nickita Denton BPRE Real Estate nickitadenton@bpre.realestate /

NickitaDenton@bpreal.estate

Rachel Phillis Redgate Real Estate

Advisors rachel.phillis@redgate-re.com —

Rahima Jamal UMD Procurement Office rjamal@umd.edu —

Ryan Miller CBRE Ryan.Miller1@cbre.com —

Shannon Mulligan Rift Valley Capital Shannon@riftvalleycapital.com —

Wendy Feldman

Block Savills wfeldman@savills.us

End of Amendment A001 mailto:astein@bwreb.com mailto:agalvin@rclco.com mailto:Aelson@theconcoursegroup.com mailto:chris.dalgarnoplatt@hayatbrown.com mailto:chris.lucey@nmrk.com mailto:christian@bpreal.estate mailto:dcornbrooks@savills.us mailto:jeff@riftvalleycapital.com mailto:jen.boss@hayatbrown.com mailto:Jennifer@blueheronenvironmental.com mailto:jkeon@savills.us mailto:katie.datin@colliers.com mailto:nickitadenton@bpre.realestate mailto:NickitaDenton@bpreal.estate mailto:rachel.phillis@redgate-re.com mailto:Ryan.Miller1@cbre.com mailto:Shannon@riftvalleycapital.com mailto:wfeldman@savills.us

PRE-PROPOSAL CONFERENCE

Real Estate Advisory Services

RFP No. 37802-RJ

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Pre-Proposal Conference

• RFP No. 37802-RJ

Real Estate Advisory Services

Department of Procurement & Business Services, UMD

September 8, 2026

⮚ Department of Procurement & Strategic Sourcing Maria Gutierrez – Manager of Procurement & Business Services Rahima Jamal - Senior Buyer

⮚ UMD Office of Real Estate

William Campbell - Real Estate Assistant Director

Emily Heppen - Real Estate Leasing & Assets Manager

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• You can download the full solicitation documents from eMaryland Marketplace Advantage (eMMA), using this link: https://emma.maryland.gov/

Project ID# BPM058698

• Vendors are encouraged to log into eMMA and register their firms.

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• RFP issue date: September 01, 2026

• Pre-Proposal Conference: September 08, 2026 at 11:00 AM

• Questions Due date: September 15, 2026 at 3:00 PM

• Proposals Due date: September 22, 2026 at 3:00 PM

Late responses will not be accepted

Submit in writing to:

Rahima Jamal – rjamal@umd.edu

Questions must be received by September 15, 2026 at 3:00 PM

(include on the subject line:

Questions - RFP# 37802-RJ)

Q u e st io n s mailto:rjamal@umd.edu

TECHNICAL PROPOSAL SUBMISSION

• Submit: One(1) electronic copy to the UMD Box folder, Link provided in the solicitation.

https://umd.app.box.com/f/4b73cc8b05aa458899a6b 2b338467618

• Submit detailed responses to the technical criteria, address all points of the solicitation.

• Name the Proposal file should be:

RFP No. 37802-RJ - Contractor Name - Technical Volume.

RFP No. 37802-RJ - Contractor Name - Financial Volume.

Pricing shouldn’t be included with the technical submittion

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TECHNICAL PROPOSAL SUBMISSION

The Technical Volume must contain:

• 2.15.1 Executive Management Summary

• 2.15.3 Exhibit 1, Solicitation/Contract Form

• 2.15.4 Completed Section 4 Mandatory Requirement

• & all forms requested in Section 6

All required information listed as Contractor Data, Contractor References and Technical Requirement Metrix.

• All affidavits, addenda, and disclosures included as Exhibits in (Section 6)

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Offerors are required to submit pricing using the Price Proposal Form

- Attachment 1.

Attachment 1 was included as a separate file.

Fi n an ci al P ro p o sa l

• The University will award the contract to the responsible offeror whose proposal meets the solicitation requirements and provides the best value to the University.

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TECHNICAL EVALUATION CRITERIA:

These are the technical evaluation Criteria that will be used to evaluate the proposals.

• Mandatory Requirements

• Highly Desirable Requirements

• Qualifications of Personnel as Demonstrated by Resumes

• Past Performance

• Clarity of Proposal

• Economic Benefits to Maryland

MBE goal is not applicable for this procurement.

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• The purpose of this RFP is to select up to three (3) real estate advisory firms who will work closely with the Office of Real Estate on various complex real estate projects, including acquisitions, development opportunities, and complex leasing transactions.

• Working knowledge of various financing structures for real estate projects, including bond financing.

• Brokerage services are optional.

• Review Section 1 of the RFP for sample tasks.

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SCOPE OF WORK

Term of Contract

• The contract term shall be for two (2) years starting from the date listed on the contract.

• At the sole discretion of the University, the contract may be renewed for up to three (3) additional separately exercisable one (1) year terms under the same terms and conditions.

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SCOPE OF WORK

• Insurance Requirements (by the Contractor only)

• Questions and Inquiries shall be in writing and directed to the Procurement Office only.

• Should a Proposer be in doubt as to the meaning or intent of any part of the RFP, shall request clarification from the Procurement Officer.

• Questions or inquiries can be submitted via email to:

rjamal@umd.edu

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QUESTIONS?

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THANK YOU!

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