Attachment_3_GLS_-_Technical_Factor_3_Amendment_3.docx

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GSA Leasing Support Services (GLS) - Western Service Area (Zone 3)
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GS00P15BQD7002
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Attachment 3_GLS - Technical Factor 3_Amendment 3

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INSTRUCTIONS:

This Reference Questionnaire shall be completed by the reference. The reference shall submit the completed questionnaire to the Contracting Officer (danny.killian@gsa.gov) no later than 5:00 PM EST, June 4, 2015. Only electronic submissions of this form will be accepted. Questionnaires received after this date and time WILL NOT BE ACCEPTED.

The following fields must be completed by the Contractor:

FOR CONTRACTOR:______________________________________________
GLS ZONE:______________________________________________

The following fields must be completed by the Reference:

REFERENCE NAME:______________________________________________
PHONE NUMBER:______________________________________________
EMAIL ADDRESS:______________________________________________
DATE OF REFERENCE:______________________________________________
PROJECT TITLE:______________________________________________
PROJECT LOCATION:______________________________________________

PROJECT DOLLAR VALUE: ______________________________________________

DATE OF AWARD: ______________________________________________

COMPLETION DATE: ______________________________________________

NOTE: Past Performance reference role level must be at the account’s program / directing level

PROGRAM SPECIFIC QUESTIONS

The questions below in 1 - 9 pertain to a portfolio or program of a real estate service representation.

1. How many years has the contractor’s firm provided commercial real estate services to the reference’s firm?

Total Number of Years_______________FROM____________________TO_____________________ Date Date

2. Were the services provided in the capacity of owner or tenant representative or both?

OWNER TENANT BOTH

3. Where were the services performed?

Number of U.S. States______________________
Primary U.S. Region______________________

District of Columbia: YES NO

U. S. Territories: YES NO

If yes, list the Territories below:

4. What were the approximate number of transactions performed in Rural and Metropolitan areas which included market surveys, lease negotiations, and development of the lease contracts?

RURAL AREAS____________________ METROPOLITAN AREAS _____________________

5. Did the Contractor’s firm provide any construction management or other occupancy services in connection with the above lease transactions? (Specifically, these services include assisting client with effective management of the project from design through occupancy.) If yes, on approximately what percentage of the projects:

YES NO

If yes:

1) Percentage_________________and
2) Type of services

6. Did the contractor’s firm provide any requirements development in connection with the above lease transactions? If yes, on approximately what percentage of the projects:

YES NO

If yes:

1) Percentage_________________and
2) Type of services

7. Approximately how many square feet of the following type of space was leased per year?

Office Space _______________________ Square Feet

Warehouse Space _______________________ Square Feet

Other (describe below) _______________________ Square Feet

8. What was the approximate number of transactions performed and range of square footage of the transactions?

Competitive Lease Actions: Number______________Square Feet_____________________
Lease Extensions/Renewals: Number ____________Square Feet_____________________
Succeeding Lease Actions: Number ______________Square Feet_____________________

9. Did the contractor(s) demonstrate an ability to effectively negotiate rates on behalf of the clients? If so, please describe in detail the level of effort the contractor exemplified to obtain market concessions and lower market rates? ________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

PROJECT/TRANSACTION LEVEL EXPERIENCE:

The questions below in 10 - 15 are pertinent to a specific project worked by the contractor to gauge the distinction between program level experience and project/transaction level experience.

Identify the largest individual project/transaction the contractor worked on?

What what the RSF size and type of space for that project?_____________________________ What was the total contract value of that project?______________________ Where was the project located?_______________________________ Was the client a Government entity? YES NO Who was the client? ______________________

10. Please provide a brief description of the project.

11. What was your role in the project?

12. What was the contractor’s role in this particular project?

13. Were post award services provided including assistance with oversight of the budget, scope, and schedule of the tenant improvements during buildout?

14. Can you describe a time on this project in which the contractor went above and beyond to effectively manage this project? (e.g. negotiations, project management, market research, etc.)

15. If change-orders were requested during design and construction, how did the contractor effectively manage these change-orders from initiation to approval? ?

OVERALL PERFORMANCE

The questions below pertain to the contractor’s overall performance taking into consideration both program and project level experience.

16. Please rate the overall performance of the contractor and provide the reasoning for the rating.

{ } Excellent { } Very Good { } Acceptable { } Marginal { } Unacceptable

17. Were there any performance issues with the contractor? If so, were the deficiencies corrected in a timely manner?

18. Did the contractor effectively manage the schedules on their projects? If not, please explain why they did not.

19. Were subcontractors involved in the projects? If so, did the contractor effectively manage the subcontractors?

20. Were there any claims at the end of the projects? If so, what were the nature and resolution of the claims?

21. Please provide any additional comments about the contractor that would be beneficial in evaluating their performance.

22. Would you contract with them again?

YES NO

__________________________________________________________________
Signature of ReferenceDate

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