Attachment H - Tenant Broker Evaluation Form.pdf

84 KB Posted

Attached to
DMS-2223-007, Real Estate Services ITN
Solicitation number
ITN-04819
Issued by
Leon County, Florida

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The document is an Attachment H - Tenant Broker Evaluation Form related to the DMS 22/23-007 Real Estate Services ITN (Invitation to Negotiate) issued by the State of Florida, Department of Management Services (DMS), Division of Real Estate Development and Management (REDM). This solicitation is to establish statewide contract(s) for real estate services to assist and represent the DMS and other Eligible Users in private sector leasing transactions as per Section 255.249(11), Florida Statutes. The evaluation form covers four phases of the leasing process: pre-lease work, procurement, execution, and build-out (if applicable). The overall rating is calculated as the average of the ratings for these four phases, with each phase rated on a scale of 1 to 5.

The DMS-2223-007 Real Estate Services ITN was issued with the intent to make up to three statewide awards, though the DMS reserves the right to award by geographic area or region, or make less than three statewide awards or no awards at all. The solicitation will be administered through the Business Network within MyFloridaMarketPlace (MFMP) and the Vendor Information Portal (VIP). Interested vendors must register for a Business Network account and comply with all solicitation terms and conditions.

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Other files

File Type Posted
Addendum 1.pdf PDF
Addendum No. 2.pdf PDF
DMS-2223-007 ITN.pdf PDF
Attachment E - Engagement Checklist.pdf PDF
Attachment G - Service Credit Hours Direct Order Request & Approval Form (DMS Only).pdf PDF
Attachment I - Evaluation Criteria & Scoring of Replies.pdf PDF
Questions and Answers DMS-2223-007.pdf PDF
Attachment A - Scope of Work.pdf PDF
Attachment B - Labor Rate Schedule.xlsx XLSX spreadsheet
Attachment C - Performance Standards and Guarantees.pdf PDF
Attachment D - Commission Schedule v2.pdf PDF
Attachment F - Service Credit Hours Acctng Form.pdf PDF
Attachment J - List of Private Leases.pdf PDF
Attachment K - Draft Contract.pdf PDF
Attachment L - Commission Agreement.pdf PDF
Attachment M - Regional Map.pdf PDF
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Lease ID: _____________________________ Agency: _____________________________ Location: _____________________________

FTE: _____________________________

Square Feet: _____________________________ Agency Leasing Manager: _____________________________ RSN Approval Date: _____________________________ Date PO Issued to Engage Broker: _____________________________ Procurement Release Date: _____________________________ Assigned Tenant Broker Company: _____________________________ Broker's Name: _____________________________

Phase 1 (Pre-Lease Work) Rating: ______ (1 to 5)

Phase 2 (Procurement) Rating: ______ (1 to 5)

Phase 3 (Execution) Rating: ______ (1 to 5)

Phase 4 (Build-Out) - If applicable Rating: ______ (1 to 5)

Comments: Overall Rating*:

Signature:

Date:

5 Excellent service, no issues. Vendor services went above and beyond.

4 Great service, no issues.

3 Good service. Minor issues, all resolved.

2 Problematic Service. Multiple minor issues and 1 or 2 serious issues.

1 Poor Service. Unresolved issues and problems. Reported to DMS.

*Overall rating shall be calculated as the average rating of all four phases, to the nearest one-hundredth. If Phase 4, Build Out, is not applicable, the overall rating shall be calculated only on Phases 1-3.

Rating Scale

Phase 4 consists of the build-out phase (if applicable). This phase includes: (1) Documenting Savings; (2) Space Planning; (3) Providing a Detailed Timeline; (4) Attending Meetings; (5) Providing Weekly Written Updates; (6) Assisting with Final Walk-Thru; and (7) Conducting the Transaction Close-Out Package.

Attachment H - Tenant Broker Evaluation Form Real Estate Services

ITN No. DMS 22/23-007

Phase 1 consists of the work prior to the procurement and execution of the lease. This phase includes: (1) Evaluating Boundaries; (2) Evaluating Award and Negotiation Criteria; (3) Determining Present Market Rates; (4) Researching Other Properties; (5) Providing Written Assessments; (6) Providing a Strategic Leasing Plan; and (7) Drafting and Reviewing Lease Forms.

Phase 2 consists of the procurement of the lease. This phase includes: (1) Drafting and Distributing Procurement Documents; (2) Assisting With Bidder's Questions; (3) Attending the Bid Opening; (4) Identifying Responsive Bids; (5) Providing Updated Market Rate Analysis; (6) Negotiating the Lease; (7) Drafting a Written Summary; (8) Award Posting; and (9) Obtaining a Signed Commission Agreement.

Phase 3 consists of the execution phase of the lease. This phase includes: (1) Drafting and Reviewing the Lease;

and (2) Routing the Lease.

Att H

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