Exhibit_A_-_RE_Services_FYE_2026_ERO_WO_(12172025).pdf

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Attached to
Commercial Real Estate Brokerage Tenant Representation & Consulting Services
Solicitation number
RFP-TH-0115
Issued by
Los Angeles County, California

About this file

This file is a Scope of Services exhibit for a commercial real estate brokerage services contract with West Basin Municipal Water District in California. West Basin seeks qualified, licensed commercial real estate brokerage firms to represent the agency in identifying and securing approximately 30,000 usable square feet of office space for its headquarters facility. The selected broker will support West Basin's evaluation of both lease and purchase options, with services including space planning, market analysis, site selection, proposal evaluation, negotiation, and lease documentation. The facility must accommodate approximately 60 staff members, include board meeting space, a secured server room, offices, conference rooms, storage, and secure on-site parking within West Basin's service area. All deliverables, including lease/purchase timelines, market trends analysis, project team composition, relocation cost and budget plans, and contingency planning (10-20%), must be presented within 60 days of contract award. The initial contract term is two years with an option to renew for an additional one year.

The selected broker must possess an active California Department of Real Estate Broker license and a minimum of five years of commercial real estate sales experience. The broker will be responsible for marketing the opportunity to property owners and developers, conducting site tours, evaluating all submitted proposals, performing due diligence on potential facilities, confirming lease costs and improvement requirements, and recommending a short list of options. The broker must develop and present negotiation strategies to West Basin, secure the best possible transaction terms with maximum incentives, provide written documentation of all negotiations and agreements, and coordinate final lease documentation. All facilities must meet code requirements for seismic, life safety, and ADA compliance upon occupancy.

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Exhibit A – Scope of Services

I. Minimum Requirements for West Basin’s Leased Facility

The principal responsibility of the selected Broker is to provide commercial real estate brokerage services to West Basin regarding West Basin’s lease of a facility within its service area that meets the following minimum real estate requirements.

• Identify the space requirements for the new District headquarters, including, but not limited to, public Board meeting space, secured server room, offices, and workspace for approximately 60 staff persons, and other space for storage and shared space (i.e., conference rooms, mailroom, and copier space, and employee lunchroom).

• Located in the West Basin service area and within a reasonable radius of the current headquarters to support staff commute patterns and maintain accessibility for employees and visitors. Secure, on-site parking for employees and one (1) fleet vehicle

• Upon occupancy, building must meet code requirements for seismic, life safety, ADA, and all other applicable codes.

• The Broker shall be familiar with the current federal laws and California real property acquisition and relocation laws, rules, and practices.

• The Broker shall have a minimum of five (5) years of experience with commercial real estate sales and must possess an active California Department of Real Estate Broker license and any other certifications necessary to perform the work requested in the proposal.

II. Minimum Requirements for Deliverables – must be presented within 60 days after the bid is awarded

• Lease/Purchase Timeline

• Market Trends and Incentives

• Project Team

• Lease Timeline

• Relocation Cost/Budget Plan o Renovation/Build-out o Permits o Insurance o Deposits o Transport/Movers o Furniture, Fixtures, & Equipment (FF&E) o Security & IT Infrastructure Contingency (10-20%)

III. Real Estate Transaction Services

West Basin anticipates that the selected Broker will provide the following services, or some combination thereof (as determined by West Basin, at its sole discretion):

a. Space Planning/Confirm Real Estate Requirements: Review West Basin’s staffing plan, space needs, and other documentation, and reconfirm West Basin’s major real estate assumptions and requirements that will be incorporated into the site search and selection task.

b. Develop Marketing Materials: Prepare draft marketing materials to solicit interest from building owners and developers in leasing an office building in the West Basin service area. The materials should specify the minimum building program requirements, including, but not limited to, location criteria, total floor area, optimum floor plate size, special operational features and requirements, schedule for completion, and financial requirements. Broker will conduct any pre-proposal conferences and shall be responsible for responding to all inquiries.

c. Site Search and Site Selection: Market real estate opportunity to brokers and other resources with property listings in the West Basin service area.

Receive and conduct initial assessment of all responses, including building specifications, design, and construction, and evaluate for seismic retrofit and ADA life/safety regulations. Coordinate and conduct site tours for West Basin staff and consultants.

d. Proposal Evaluation/Short List Recommendation: Broker will review and evaluate all submitted proposals and conduct due diligence to confirm the merits of any proposal received. Broker will confirm all costs associated with the lease or each building under consideration; determine amount of improvement necessary and costs associated with having buildings in move-in-ready condition; and identify and recommend a short-list of lease facility options for review by West Basin.

e. Negotiations: Upon approval to proceed, Broker will develop, present, and obtain pre-approval of the real estate negotiation strategies and principles from West Basin. Conduct negotiations to secure the best possible real estate transaction with maximum incentives and concessions consistent with professional ethics and the market conditions. Broker must provide written documentation for the negotiation process, terms of agreements, Letters of Intent, etc.

f. Final Recommendation: Broker will present the terms and conditions for the recommended final option for review and approval to West Basin and will support the development of a presentation to West Basin’s Board of Directors, if necessary.

g. Lease Documentation: Broker will prepare and/or coordinate the completion of required lease documentation to finalize the approved real estate transaction.

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