DGS-ORE- RFP PreProposal Summary - BPM053853 1-20-26-ml.pdf

Real Estate Brokerage, Transaction, and Strategic Planning Services

RFP#: BPM053853

Virtual Pre-Proposal Conference Summary

January 20,2026

The virtual pre-proposal conference for the above-referenced solicitation began at approximately

2:05 PM and concluded at approximately 2:51 PM. Attendees were instructed to provide their contact information in the meeting chat.

I. Welcome and Introductions – Ms. Maureen Loiseau, Procurement Officer, Office of

State Procurement, Department of General Services

Ms. Loiseau introduced the State employees in attendance:

Cheryl Howard Bond, Manager, Office of State Procurement, DGS; and

Brandford Quartey, Manager, Office of State Procurement, DGS; and

Tammy Wells, Procurement Officer (Observer), Office of State Procurement, DGS.

She also introduced the Subject Matter Experts and MBE Liaison in attendance:

Wendy Scott Napier, Curtis Murray and Ilona Ghine Subject Matter Experts, Office of Real

Estate, DGS; and Shirley Jackson, MBE Liaison, Office of State Procurement, DGS

II. Purpose of the Pre-Proposal Conference – Ms. Loiseau

Ms. Loiseau explained that the purpose of the conference was to provide general information and guidance regarding State procurement requirements and to offer an overview of the Request for

Proposals (RFP). She emphasized that the conference was for informational purposes only and that verbal statements made during the conference do not amend or supersede the RFP.

Attendees were advised that all substantive questions must be submitted in writing through eMaryland Marketplace Advantage (eMMA), and that only written responses issued by the State should be relied upon.

III. Solicitation Schedule – Ms. Loiseau

Ms. Loiseau advised that the RFP was issued on Monday, January 12, 2026. She highlighted that written questions are due by Tuesday, January 27, 2026, and that proposals must be submitted electronically via eMaryland Marketplace Advantage (eMMA) no later than

Thursday, February 26, 2026, at 1:00 PM Local Time. Ms. Loiseau reiterated that late proposals will not be accepted.

IV. General Procurement and Submission Information – Ms. Loiseau

Ms. Loiseau reviewed general procurement and submission requirements, including the requirement that all proposals be submitted electronically via eMMA and in separate Technical and Financial volumes in accordance with the RFP. She reiterated that all communications related to the solicitation must be directed to the Procurement Officer and that Offerors are responsible for adhering to all instructions and deadlines outlined in the RFP.

V. Evaluation Overview – Ms. Loiseau

Ms. Loiseau provided a high-level overview of the evaluation process, noting that proposals would be assessed based on factors such as the Offeror’s understanding of the Scope of Work, relevant experience, qualifications and availability of key personnel, cost effectiveness, past performance, and compliance with required participation and reporting obligations.

VI. Participation and Compliance Requirements – Ms. Shirley Jackson

Ms. Shirley Jackson reviewed the participation and compliance requirements applicable to this solicitation. She explained that the contract includes a required level of participation by certified minority firms and that Offerors are responsible for meeting this requirement through subcontracting commitments identified in their proposals. Ms. Jackson emphasized that the

Prime Contractor remains fully responsible for the performance of all work, including work performed by subcontractors, and that required documentation must be completed accurately and submitted with the proposal. She further explained that ongoing reporting and compliance monitoring will be required throughout the life of the contract and that failure to submit required forms or comply with participation requirements may affect a proposal’s eligibility for award.

VII. Scope of Work Overview – Ms. Wendy Scott Napier

Ms. Wendy Scott Napier provided a general overview of the Scope of Work, describing the

Department of General Services’ real estate portfolio and the anticipated services to be performed under the contract. She discussed the State’s need for strategic real estate planning, lease evaluation and negotiation, market analysis, site selection support, and related advisory services intended to support cost savings and operational efficiency.

VIII. Questions and Closing Remarks – Ms. Loiseau

Prior to opening the floor for questions, Ms. Loiseau reminded attendees that only written responses issued through eMMA should be relied upon. Attendees were instructed to submit all questions in accordance with the process outlined in the RFP. The pre-proposal conference concluded following the question-and-answer portion of the meeting.

Date Issued on January 20, 2026

Sincerely, Maureen Loisesu

Procurement Officer

Vendor Attendees – Pre-Proposal Conference

Virtual Pre-Proposal Conference List

Name Title / Role Company Email

Nick Loiselle CBRE nick.loiselle@cbre.com

Marc A. Menick President KLNB mmenick@klnb.com

David Fritz, CCIM, Senior Broker of

Record KLNB dfritz@klnb.com

Brad Crosley Senior Managing

Director JLL brad.crosley@jll.com

Michael Goldman EVP Transwestern michael.goldman@transwestern.com

Roddy Evins Brokerage

Coordinator Transwestern evins.roddy@transwestern.com

K. Teya Moore

Moore &

Associates / Moore

Assets kkm@kteyamoore.com

T’Keyah Gadson Owner / Attorney Swivel Logistics

Management management@swivellgs.com

Patricia Restrepo

(Patti)

Chartwell

Enterprises patricia.restrepo@chartwellenterp rises.com

Stephanie Marcus Vice President JLL stephanie.marcus@jll.com –

Jeanne Davis Account Director JLL jeanne.davis@jll.com –

Emily Crutcher SVP, Public

Institutions JLL emily.crutcher@jll.com –

Name Title / Role Company Email

Anthony Gross Ashmon Group

LLC

TONY@ashmongroup.com

Harvey Brooks BIRCH harvey.brooks@birch-advisors.com

Jerry Dawson

JCDAWSON

Global Solutions JERRY@jcdawsonglobal.com