Attachment E - Engagement Checklist.pdf
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- Attached to
- DMS-2223-007, Real Estate Services ITN
- Solicitation number
- ITN-04819
- Issued by
- Leon County, Florida
About this file
This document is an Engagement Checklist for a Real Estate Services Invitation to Negotiate (ITN) issued by the Florida Department of Management Services (DMS), Division of Real Estate Development and Management. The ITN seeks to establish statewide contract(s) for real estate services to assist and represent DMS and other eligible users in private sector leasing transactions. The checklist outlines required tasks such as validating business requirements, analyzing market data, identifying state-owned and leased properties, providing lease term recommendations, drafting and distributing procurement documents, conducting site tours, negotiating with bidders, and facilitating lease execution. The contract period and any renewal options are not specified.
The ITN indicates that DMS intends to make up to three statewide awards, but reserves the right to award by geographic area or region. Pricing terms, set-asides, funding sources, and other financial details are not provided. The current solicitation is Addendum No. 2, posted on 9/27/2023, for the DMS-2223-007, Real Estate Services ITN.
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Required (Yes or No) Due Date
1 Determine and validate desired boundaries against business drivers per documentation provided.
2 Determine and validate primary decision criteria for selection per documentation provided. Provide validation documentation with response.
Present summary of market rates, vacancy and absorption (current and tend) as defined below:
a. Scope of summary (e.g. within 5 miles, All class B, etc.),
b. Period for trend data,
c. Additional market information requested.
4 List all State-owned and leased real property with a radius defined here, as reported on publicly-available State databases and all excess space available.
Radius:_____________
Provide a written assessment identifying preliminary courses of action for lease with pro/con assessment and projected cost per occupant of each potential action.
Review and summarize subject lease action “fit” with recommendations in most recently submitted DMS Master Leasing Report and Strategic Leasing Plan.
7 Draft, review, and provide recommendations of any lease terms that may vary from approved lease forms (Section 60H-1.003, F.A.C.).
8 Draft, review, and provide recommendations of any lease terms that may vary from approved lease forms (Section 60H-1.003, F.A.C.).
Required (Yes or No) Due Date
1 Draft (if required), review, and provide recommendations on procurement documents.
2 Distribute procurement documents and associated notices as follows:
3 Assist the agency in responding to bidders questions.
4 Participate in bidder conferences and meetings.
5 Provide a written synopsis of each bid received to determine its adherence to the bid criteria and assist in the identification of “responsive” bids.
6 Create tour evaluation packages for site evaluators and conduct all site tours.
7 Provide an updated market rate analysis.
8 Serve as “Lead Negotiator” for the top site(s).
9 Provide updates on negotiation activities and interactions with bidders at following interval(s): _____________________
10 Provide summary of evaluations and recommended bidder to whom Eligible User should award in accordance with selection criteria.
11 Obtain a signed Commission Agreement.
Required (Yes or No) Due Date
1 Draft (if required), review, and provide recommendations on lease documents.
2 Route lease documents to ensure execution.
Required (Yes or No) Due Date
Conduct lease transaction service close out review with Eligible User using Engagement Checklist to verify and validate completion of all agreed upon services.
Contractor: ________________________________
Project Close-Out
Procurement
Lease Execution
Lease Pre-Work
Engagement Title: ___________________________
Attachment E - Engagement Checklist Real Estate Services
ITN No. DMS 22/23-007
Eligible User: _______________________________
Engagement Checklist
File details come from the government source that posted it. Updated .