Revised PAFB Technical Quote v6-22-2021.pdf

United States Air Force Peterson Air Force Base (PAFB)

Real Property Support Services

Solicitation No. FA2517-21-R0012

Submitted To:

United States Air Force Peterson Air Force Base (VAFB) 21 CONS/PKAB, 135 Dover Street, Suite 2225 Colorado Springs, CO 80914

Points of Contact:

Ms. Jennifer R. Miller Email: jennifer.miller.61@spaceforce.mil Contract Specialist, Phone: 719-556-7996

TSgt Jozlyn Brewton Email: jozlyn.brewton@spacefore.mil

Email: jozlyn.brewton@spaceforce.mil Contracting Officer, Phone: 719-556-6571

Submitted By:

The Adellsen Group, LLC 1940 Duke Street | Suite 200 Alexandria, VA 22314 Tel: 703.684.4443 | Fax:866.866.4902 Website:

www.adellsen.com

Adellsen Point of Contact:

Chasiti Dawson, President Email: chasiti.dawson@adellsen.com Mobile: 571.237.7182

Revised Quote Submission Date/ Time:

June 22, 2021 at 11 AM MDT

Volume I: Technical Proposal

U.S. Air Force – Peterson Air Force Base Real Property Support Services Solicitation No. FA2517-21-R0012 We’re Committed to our Client’s Success

Volume I: Technical (Revised Quote) Page 1 June 22, 2021

Use or disclosure of the data contained herein is subject to the restrictions on the title page of the document.

the adellsen group

Table of Contents

I.1.0 TECHNICAL UNDERSTANDING

I.1.1 Preparation of real estate transaction packages I.1.2 Researching and obtaining information regarding title search, deed search, easements, and grants in support of real estate transactions I.1.3 Space Utilization Studies, Analysis, and Documentation I.1.4 Grant Compliance Inspections I.1.5 Analyzing and documenting capitalization I.1.6 S-file Database Management (Space Utilization Spatial Datasets) I.1.7 AutoCAD and ArcGIS experience I.1.8 Experience with Financial Improvement and Audit Readiness (FIAR) processes . 11

I.2.0 PAST PERFORMANCE

I.3.0 COMPENSATION PLAN

Volume I: Technical (Revised Quote) Page 2 June 22, 2021

Use or disclosure of the data contained herein is subject to the restrictions on the title page of the document.

I.1.0 TECHNICAL UNDERSTANDING

In the sections that follow, we explain our technical understanding and proven experience related to the Real Property Management statement of work (SOW) task areas.

I.1.1 Preparation of real estate transaction packages

Task Years of Experience

Within the Last Five (5) Years Preparation of real estate transaction packages 5 Years Adellsen understands the Peterson Air Force Base (PAFB) requires assistance to prepare real estate transaction packages including negotiations and processing of all documents related to real property transactions. Our reliable business management approach includes cross functional program management support and internal quality controls that increases AF real estate transactional compliancy by reducing data errors and redundancy within the designated timeframes in which real transaction packages are due. We understand these real property transactions must be conducted in accordance and comply with Air Force Instruction (AFI) 32-9002 along with local, state, and other Federal regulations – all of which support the overarching goal of maximizing efficient and effective use of AF real property. In addition, we are extremely familiar with the transaction package data elements, check lists, and processing guides outlined in the Air Force Real Property Agency (AFRPA) Real Estate Transaction Playbook.

Adellsen maintains the unique and relevant experience in preparing, gathering, processing, reviewing, and or filing a variety of Air Force real property documents to prepare real estate transactions including but not exclusive to documents outlined below:

• Property Descriptions, Legal Surveys and

Descriptions

• Ingrants

• Outgrants

• Environmental Baseline Reports (EBS) and

Environmental Impact Analysis (AF Form 813)

• DD Form 1354s (Transfer and Acceptance of Real

Property)

• S File Inspection Forms

• Physical Inventory Inspection Forms

• Grant Compliance Inspection Forms

• Floor Plans and AutoCAD/ ArcGIS files

• Maps and Site Survey Documentation

• Support Agreements

• Environmental Base Plan Surveys (EBSs)

• Physical Condition Survey Report

• Fair Market Value Appraisals

• Form 332 (Work Order Forms)

• Space Utilization Data Documentation and S File

Inspection Forms

• Annual 7115 Report

• Corrective Action Plans (CAPS)

• McKinny Act Screenings

• Outgrant Reports

In addition to our hands-on experience, we’ve also participated in technical training – the AF Advanced Realty Course (ARC) – to increase our technical expertise in preparing AF real estate transaction packages. The AF ARC is designed to further the understanding of experienced AF installation level realty specialists and instruct them in the AF realty authorities, standard AF realty terms and concepts, use of standard AF realty instruments, required standard clauses, detailed process guidance, and approval authorities for each type of realty transaction.

Specifically, we’ve coordinated and processed approximately 150+ grants for VAFB on annual basis. Currently, we manage 88 ingrants and 114 outgrants – each requiring an examination of related documents (an environmental base plan survey, physical condition report, a list of facilities that require occupancy under the grant, and a fair market value appraisal) and a classification into a grant-type (licenses, right of entry, easements, and permits). We initiate the grant process upon receipt of the documents and then prepare a template of data to submit to the AF judge advocate (JA) office and to the customer for review to ensure concurrence. Upon review and approval from the JA office and the customer, we submit the prepared grant information to the AF Wing Commander for final approval – an extensive process that may take up to two years to complete as well as coordination and collaboration with several external agencies/ entities.

Volume I: Technical (Revised Quote) Page 3 June 22, 2021

Use or disclosure of the data contained herein is subject to the restrictions on the title page of the document.

In addition, we have extensive experience in reading, examining, and completing real property records as well as updating relevant facility data as needed in the AF Automated Civil Engineer System (ACES) for more than 2100 facilities. We provide customer service to other AF entities daily which requires a deep understanding real property records – including how to identify, research, or update site survey documentation or asset review dates/ codes, legal descriptions, facility numbers, category codes, placed-in-service dates, historic statuses, location data, etc. Collectively, our current staff maintains more than 30 years of experience preparing, examining, and managing VAFB real property documents. In addition, Adellsen brings extensive corporate experience in preparing real estate transactions packages including lease acquisition documentation, customer requirements, budget/ cost analysis, site surveys, feasibility studies, land appraisals, physical conditional reports, space utilization data, legal documents, occupancy agreements and related documentation to support real estate objectives. We have provided similar support services in size and scope to U.S. Department of Agriculture (USDA) Office of Operations, U.S. Department of Homeland Security (DHS) Office of Asset Management and the U.S. General Service Administration.

Volume I: Technical (Revised Quote) Page 4 June 22, 2021

Use or disclosure of the data contained herein is subject to the restrictions on the title page of the document.

I.1.2 Researching and obtaining information regarding title search, deed search, easements, and grants in support of real estate transactions.

Years of Experience

Within the Last Five (5) Years Researching and obtaining information regarding title search, deed search, easements, and grants in support of real estate transactions

5 Years

Adellsen understands the PAFB requires assistance to research and obtain information regarding title searches, deed searches, easements, and grants in support of real estate transactions. These records must be independent, accountable, and must maintain the accurate terms and conditions that were originally established. Research of the legal documents and agreements also ensures the proper maintenance of their renewal and applicable revisions. We recognize that the unique skill to investigate and identify detail information on title searches, deeds, easements, and or grants increases PAFB’s ability to maintain audit readiness, balance real property accounts and – ultimately – provide accurate real property accountability and reporting.

PAFB real estate transactions and the management of real property must be conducted in accordance and comply with several Air Force Instruction guidance documents. For example, AFI 32-9001 outlines several methods of acquisition before considering a lease or purchase. The guidance states the AF advocates the method that has the least significant impact on the local economy which may be through a Fee Simple Title, a Grant (Easement, Lease, License, or Permit), or Leasehold Condemnation. It also states that the installation’s Real Property Management Office (RPMO) must ensure each new, renewal or change lease request is fully supported by all applicable documents whether critical or supplemental. Currently, Adellsen provides a support team with the niche experience and technical understanding to research, identify, understand, and verify required documents with multiple data points and information from titles, deeds, easements, and grants that support the acquisition process. We also have extensive experience interacting with AF stakeholders to support our research efforts and obtain information. For example, we’ve coordinated and collaborated with the U.S. Army Corp of Engineers to manage outgrants, resolve encroachment or jurisdiction related issues, and to request copies of VAFB real property legal and historical records. We also retrieved historical and or certified research documentation from the local clerk recorder’s office in Santa Barbara, CA. Recently in the fiscal year, the Judge Advocate Office (JA) requested copies of deeds for a court case. and we obtained certified copies from the recorder's office in Santa Barbara, CA.

Adellsen brings extensive experience in researching titles, deeds, easements, and grants to support real estate transactions and has provided a Real Property Officer to VAFB – who maintains the requisite education, technical skills, and niche AF experience to manage these documents in accordance to AF real estate management guidance and regulations. In addition, we have provided similar support services in size and scope to the USDA, DHS, and NASA. For example, we provided research on lease documentation and rent bill analyses for the USDA Office of Operations. This effort required review of leases, rent bills, architectural drawings, permits and licenses processes, and geographical markets to determine the best overall value to the agency.

Volume I: Technical (Revised Quote) Page 5 June 22, 2021

Use or disclosure of the data contained herein is subject to the restrictions on the title page of the document.

I.1.3 Space Utilization Studies, Analysis, and Documentation

Task Years of Experience

Within the Last Five (5) Years Space Utilization Studies, Analysis, and Documentation 5 Years Adellsen understands PAFB requires assistance to complete space utilization studies, analyses, and related documentation – more specifically conducting space use availability studies, user requirement surveys, stakeholder interviews and research, development of drawings or floor plans, and compiling other documentation to support the best use of AF facilities. We recognize to achieve maximum efficiency and effective use of real property; VAFB must ensure compliancy with AFI 32-9002 which mandates a detail review of its inventory annually to determine under and over utilized properties. In addition, we acknowledge and understand that existing AF facilities should meet AF space use standards outlined in AFMAN32-1084, Facility Requirements, and AFI 32-1024, Standard Facility Requirements.

Several Executive Orders have mandated utilization studies or routine space surveys over the years – spanning from Executive Order 12411, Government Work Space Management Reforms, dated March 29, 1983 up to more recent guidance E.O. 13327, “Federal Real Property Asset Management,” dated February 4, 2004, which states that agencies shall improve their real property asset management by: Promoting efficient and economical use of real property; Increasing agency accountability and management attention to real property reform; and Establishing clear real property goals and objectives. Even more recently the Office of Management and Budget (OMB) issued a memorandum on March 14, 2013 to bureaus and offices to implement the OMB “Freeze the Foot Print” policy to maintain real estate inventory levels; complete a quantitative analysis of leasing costs to ensure costs are controlled; maximize and increase efficiency in the utilization of space; and identify, develop, and institute processes and internal controls to ensure effective management of space.

Based on our understanding of the AF space standards, utilization goals and other Federal guidelines, Adellsen has provided technical expertise and leadership since FY 2014 to maintain and manage the VAFB facility use space program and support facilities optimal use. Our specific efforts included: Scheduling, conducting, and facilitating more than 40 SUP meetings coordinated monthly; Identifying major action items and finalizing agenda base on AF user requirements for each monthly meeting; Capturing, transcribing, and delivering meeting minutes to attendees and intended stakeholders after meeting completed; Complete updates of more than 36 buildings/ facilities including updates of floor plans with users and square footages in AutoCAD format based on approved changes within 5 days of the completed meeting; and Conduct user requirement surveys and site visits of AF buildings to validate user requests. Our justifications for recommendations are based on whether user requests align with maximizing the value of the AF portfolio and whether such a request may be considered the best use of space and supports adherence to regulations and policies to reduce the AF footprint. User requests are inclusive of space acquisition, construction, use changes, development, maintenance, modification, demolition or disposal.

Our team has provided similar efforts in size and scope with other agencies including USDA, NASA, and DHS.

I.1.4 Grant Compliance Inspections

Years of Experience

Within the Last Five (5) Years Grant Compliance Inspections 5 Years Adellsen understands the PAFB requires assistance to complete grant compliance inspections including inspections for each installation-level facility ingrant and outgrant to ensure compliance with all terms set forth in the real estate instrument and or support agreement. We have extensive experience in processing grants – which allow temporary or long-term use of AF real property – and maintain the technical expertise to inspect grants annually as required by the Air Force Handbook (AFH) 32-9007, Managing Real Property, and AFI 32-9002, Management of Real Property. We also understand the difference between grant types and may categorize them – as an ingrant or outgrant – depending upon the AF’s interest or control:

• An ingrant means the AF is the grantee or acquiring entity – meaning the AF has an interest in or control of real property in a less-than-fee ownership; and

Volume I: Technical (Revised Quote) Page 6 June 22, 2021

Use or disclosure of the data contained herein is subject to the restrictions on the title page of the document.

• An outgrant means the AF is the grantor or the disposing entity – meaning the AF is transferring interest in or control of real property to another government agency, non-Federal entity, or private party.

Each grant type may take the form of a lease, easement, permit, or license – and must be physically inspected each year for compliance with the terms of the granting agreement and to verify continued use is warranted.

For over four years, Adellsen has conducted and completed more than a 150+ grant compliance inspections annually at VAFB using the designated forms (ENG 3131 or ENG Form 3560). Currently, we manage 88 ingrants and 114 outgrants at VAFB, however, the number of grants may fluctuate pending grants scheduled to expire. We utilize a comprehensive grant compliance inspection process that includes review, monitoring, and evaluation of maintenance, protection, and use and development. Our approach addresses appropriate and timely maintenance and repair, condition of premises, environmental concerns, AF guidelines, alternations, fire and safety hazards, and any unauthorized use.

Based on our extensive understanding and familiarity of the VAFB acreage – including 99,500 acres of land, 35 miles of Pacific Ocean coastline, and approximately 2000 facilities – we’ve gained an unique perspective on how to complete grant compliance inspections and further increase efficiencies because:

1) We’re able to easily identify and locate grant facilities on base and reduce the likelihood of repeat facility visits;

2) We’re able to mitigate physical safety concerns and prevent interruptions due to the other base functions (outdoor recreation, farming, cattle grazing, and hunting);

3) We’re able to strategically schedule and map out which grant locations to visit for inspection and reduce duplicate travel efforts and related expenses;

4) We’re able to better prepare for grant facility locations that present consistent inspection challenges (understand any special circumstances with use, scheduled maintenance, etc.).

Our process also includes detail corrective action planning and strategies if a grant is not incompliance with its original terms – which is also filed in the real property record. Initially, our designated RPO attempts to resolve inconsistencies informally – however, if we are not able to do that, we escalate our concerns and prepare a formal request. The compliance inspection form and all related documentation is stored in the grant file including:

• Compliance inspection form;

• Original grant documentation & any amendments;

• Proof of insurance;

• Initial justification and support documentation

• Utilization information;

• Maps or visual representation of grant facility;

Although not explicitly outlined in the grant compliance inspection process, we also complete supplemental administrative tasks including scheduling and conducting mid-week conference calls with grant point of contacts/ facility managers to discuss access or verification of compliance documents; creating or affixing updated labels to grant folders; identifying grants by last review/ inspection date and managing a grant compliance inspection schedule; documenting grant data or compliance into tracking spreadsheet; inputting new grants into Automated Civil Engineer System (ACES); and running discovery reports and PRV.

Adellsen also has extensive technical understanding of support agreements – formally recognized as Host-Tenant Support Agreements – that documents recurring support (janitorial services, utilities, etc.), non-reimbursable support, and single or non-recurring reimbursable support; and may be categorized into one of the following groups: 1) Intra-service support agreements (within the AF) are for AF to AF units; or 2) Inter-service support agreements (or intra-agency support agreements) that document support between AF and other DoD components.

One of our staff members, designated as the VAFB RPO, manages, completes, and facilitates the submission of support agreements for approval. Since FY 14, we’ve coordinated and managed the preparation of documents, data, and processing of more than 81 support agreements.

Volume I: Technical (Revised Quote) Page 7 June 22, 2021

Use or disclosure of the data contained herein is subject to the restrictions on the title page of the document.

I.1.5 Analyzing and documenting capitalization.

TTaasskk YYeeaarrss ooff EExxppeerriieennccee

WWiitthhiinn tthhee LLaasstt FFiivvee ((55)) YYeeaarrss Analyzing and documenting capitalization 5 Years Adellsen understands the PAFB requires assistance to analyze and document capitalization of work orders and direct scheduled work including facility infrastructure work. We understand that direct schedule work (DSW) is a quick method to authorize work that does not require detailed planning; and that work orders – which require the completion of AF Form 332 – require detail planning, such as renovation, major repair work, new work, or replacement of Real Property Installed Equipment (RPIE). Based on our technical understanding of Unified Facilities Criteria (UFC) for Transfer and Acceptance of DoD Real Property (UFC-1-300-08) and “hands on” experience, we know these DSWs and work orders not only require extensive review and examination for completeness and accuracy but also necessitate timely processing of all documents and supplemental information.

Real property specialists must be able to determine – from complete and accurate documents – if completed work impacts AF real property inventory and accountability – including capital improvement actions, changes to real property, or RPIE inventory.

The first step in analyzing work orders or DSWs and related capitalization requirements is to prepare and complete a DD Form 1354 once work orders or DSWs have been completed and closed. We recognize the DD Form 1354, Transfer and Acceptance of DoD Real Property is an acquisition instrument used by the AF to accept new construction or capital improvements; to transfer real property assets between Services; or to document inventory adjustment assets into the real property inventory. Based on the acquisition type, our analysis includes review and examination of multiple versions (Draft, Interim, or Final) of the DD Form 1354 – and we maintain all these versions in the respective Real Property Records (RPRs). In addition, we understand the form identifies the cost of individual real property assets listed on the form and each asset must have an assigned Real Property Unique Identifier (RPUID) number, which allows related data from across the spectrum of DoD business areas to be linked to specific real property asset records. This ability to link information supports total asset visibility, accountability, and increases the ability to provide a complete audit trail to meet the AF’s audit requirement.

Since FY 14, we’ve processed more than 403 DD Form 1354s – expensing costs more than 92% of the time and capitalizing cost approximately 8% of the time. Regardless of expensed costs or capitalized cost determinations, we also updated the real property data in the Automated Civil Engineer System (ACES) and archived the hard copy of the DD Form 1354s in the respective RPRs within 10 days of the work being completed and closed out.

In some instances, we completed site visits prior to construction or the start of major projects; and after completion for a final inspection to ensure all real property elements are identified correctly on the form. All site visits – pre or post project – are documented in our monthly status reports and include the date, facility/ project name, and the additional stakeholders in the meeting. Additionally, our on-site staff are considered functional experts in completing DD Form 1354s based on their exhaustive efforts with recurring processing of the same document. In just the last nine months, we’ve trained 38 VAFB contractors on the DD Form 1354 process – including 10 of those more than once – equating to more than 110 hours of peer to peer training. We also accommodate related customer service inquiries – on topics ranging from updated or modified drawings based on completed work, capitalization information by facility, or historical real property information in the RPR.

The second step in analyzing work orders or DSWs and related capitalization requirements is to determine if the real property asset is subject to capitalization and meet the capitalization threshold. We recognize that DoD’s General Property, Plant, and Equipment (PP&E) capitalization threshold is $100 thousand except for real property, which is $20 thousand. We understand general property, plant, and equipment (PPE) assets capitalized at historical acquisition cost when an asset has a useful life of two or more years and when the acquisition cost equals or exceeds the DoD’s capitalization threshold. DoD also requires the capitalization of improvements to existing general PP&E assets if the improvements equal or exceed the capitalization threshold and extend the useful life or increase the size, efficiency, or capacity of the asset. The additional steps for analyzing and documenting capitalization costs include:

• Determining the real property improvement costs;

Volume I: Technical (Revised Quote) Page 8 June 22, 2021

Use or disclosure of the data contained herein is subject to the restrictions on the title page of the document.

• Determining if it is necessary to aggregate (lump) or disaggregate (split) real property asset component records to comply with Federal accounting requirements; and

• Complete internal control testing for financial statements and audit requirements.

Our team brings extensive experience in analyzing and documenting capitalization costs for real property assets.

We have provided similar support services in size and scope to the USDA, DHS, and GSA.

I.1.6 S-file Database Management (Space Utilization Spatial Datasets)

Years of Experience

Within the Last Five (5) Years S-file Database Management 5 Years Adellsen understands the PAFB requires assistance to provide space utilization database management support services including the collection and entry of real property inventory data and related information into the database. We recognize real property assets are essential to the preparation for and successful accomplishment of most Defense missions - making accurate and timely real property asset data fundamental to effective management of the assets, and ultimately to military success. We also understand that reliable real property data links accountability, regulatory compliance, resource requirements and becomes the basis to make meaningful decisions, including how to:

• Facilitate the use, management, and maintenance of real property;

• Enable evaluation of real property assets for planning;

• Identify and justify requirements;

• Develop reimbursement rates and support interservice support agreements;

• Monitor compliance with laws, rules, and regulations;

• Support information requirements of installation tenants;

• Support capacity analyses;

• Support space management and stationing;

• Conduct “what if” assessments at HQ levels; and

• Support reporting requirements.

VAFB’s Space Utilization Database – also referenced as the S-file database – currently resides in an ESRI geodatabase and includes several Facility Use Data attributes that collective describe the functional and operational layout of space. We understand the current database structure is based on the Spatial Database Standards for Facilities, Infrastructure, and Environment (SDSFIE) – initially a response to adhere to E.O. 12906 requiring Federal agencies to collect “geospatial data…in a manner that meets all relevant standards.” The S-File database also incorporates ArcGIS and AutoCAD technology allowing spatial data updates and floor plans to be updated and housed in the same data repository.

Our approach to providing VAFB S-File database support includes a comprehensive four-step space survey process that captures several facility use data attributes – facility function, layout, organization type, occupancy and personnel data, space types and descriptions of special use spaces, etc – as well as tenant stakeholder input, and includes internal reviews and customer reviews. It includes labeling each space documented on architectural drawings and collecting several data elements related the space including tenants, occupancy level, work stations, and space dimensions. Based on AF directives and DoD standards, we can determine whether spaces are over, under, or appropriately utilized as well as update floor plans utilizing AutoCAD to reflect the current use and layout of space in facilities. The chart below shows our detail four phase process for completing space utilization studies.

Step 1:

Survey Planning

Step 2:

Survey VAFB Space

Step 3:

Cleanse & Analyze

Data

Step 4:

Update S-File

Database & Provide Feedback

• Contact AF Facility Mgr. & Schedule Survey of Space

• Identify & Pre-view Existing Floor Plans

• Pre-populate Data Collection Form

• Inspect & Measure Space

• Markup Floor Plans for Revisions (if applicable)

• Complete Data Collection Forms &

• Compare Collected Spatial Data to Floor Plan Changes

• Prepare Draft of Aggregated Spatial Data & Review for Inconsistencies

• Update Floor Plans in AutoCAD

• Support Migration of Spatial Data to Geodatabase

Volume I: Technical (Revised Quote) Page 9 June 22, 2021

Use or disclosure of the data contained herein is subject to the restrictions on the title page of the document.

Document Facilities Use Data

Since FY 14, Adellsen has provided space utilization database management support to VAFB. As of July 9, 2018, we’ve completed S-File Facility Use Inspections for 100% of the buildings with existing floor plans – meaning completion of approximately 228 S-File Facility Use Inspections. Completion of S-File Inspections includes collecting more than 4800 records of Facility Use Data, completing the support paperwork and marking up (notation of) all corresponding Floor Plans. We identified facilities for S-File Use Inspection by isolating inspections to “actual physical buildings” identified in the annual 7115 report – also eliminating buildings pending disposals, comm huts, and elect buildings. We also have an additional 38 buildings pending that have been physically inspected and the floor plans have been recreated and notated – leaving only the documentation pending data entry for the preliminary draft of aggregated spatial data. Our team is on schedule to complete 80+ additional S-File Facility Use Inspections for buildings in which the floor plan must be recreated in AutoCAD.

Adellsen created standard guidelines (shown immediately below) to mark-up/ notate floor plans to ensure AutoCAD updates are implemented consistently. In addition, we completed the ESRI ArcGIS Desktop Training to we maintained the technical understanding and ability to make edits using editor connections to the database.

Our team brings extensive experience in space utilization database management support. We have provided similar support services in size and scope to the USDA and DHS. As a detail example, we provided database management support for the USDA Office of Operations. We developed and implemented a space utilization project database that systematically calculated and prioritized each space in the USDA facilities based on the collected and inputted spacial data our team collected. It contained space information like space type, space use, square footage, work stations, number of employees, room number, occupant information, and various other space characteristics (i.e. number of non-functional doors and dimensions of walls). We also updated floor plans using similar guideline to notate/ mark-up floor plans to produce updated AutoCAD files.

Volume I: Technical (Revised Quote) Page 10 June 22, 2021

Use or disclosure of the data contained herein is subject to the restrictions on the title page of the document.

I.1.7 AutoCAD and ArcGIS experience

Task Years of Experience

Within the Last Five (5) Years AutoCAD experience 5 Years Adellsen understands the PAFB requires assistance from an industry partner who has knowledge and experience utilizing AutoCAD. We understand AutoDesk AutoCAD – a Computer Aided Drafting (CAD) software – is a standard tool for real estate offices and allows users to read, develop, review, or update architectural drawings.

We recognize accurate and error-free CAD drawings support DoD and Federal real property accountability – ensuring that floor plans accurately reflect the physical real property inventory. This effort aligns with DoD Directive 4165.70, Real Property Management, which mandates DOD components maintain an accurate and current inventory of real property facilities; and supports real property holdings being used to the maximum extent possible. For that reason, we also understand how critical it is to VAFB that their selected industry partner be proficient in AutoCAD to maintain its Facility Space Use Program – inclusive of being able to update and archive space use drawings in CAD format; develop drawings and floor plans; and be able to notate the drawings with occupancy data and square footages when needed. Proficiency in AutoCAD also allows support of VAFB’s S-File datasets which requires updates to facility use data attributes – facility function, layout, number, organization and type of personnel occupying facility space, description of special use spaces, and application of correct category codes to all spaces – some of which may be notated on the CAD drawing.

Adellsen has maintained up-to-date knowledge and relevant experience with AutoCAD for over 18 years. Our employees are multi-disciplinary and serve on cross functional teams inclusive of architects, mechanical engineers, geographical information system (GIS) specialists, and facility managers – all of whom are highly proficient and advanced users of AutoCAD and ArcGIS – a geospatial analysis technology that supports the data analysis process by converting the annotated text layers (static spatial attribute data on the CAD drawings) into useful Microsoft Excel data files. Since FY 14, we have provided AutoCAD and real property management support services to VAFB including:

• Updating drawings based on Space Use Panel (SUP) approved actions;

• Collecting up-to-date spacial data during S-file inspections, marking up floor plans, and making the final changes in AutoCAD;

• Completing installation-wide facility inventory inspections to ensure real property records are reviewed and corrected every five years including all related facility data like facility numbers, square footages, category codes, tenant data etc.

To ensure we provide reliable support, Adellsen supports relevant industry trainings and certifications for our staff. More than 50% of our staff completed the ArcGIS training and received certificate of completions to ensure they were properly trained to utilize the S-File Database. In addition, our project leader for our work at VAFB maintains bachelor’s degree in architecture along with a professional certificate for Computer Aided Drafting and Manual Drafting and has more than 32 years of professional experience working directly with AutoCAD software.

Adellsen brings extensive knowledge of and experience in using AutoCAD including developing, reading, reviewing, and modifying architectural drawings. Our team has implemented similar efforts with other Federal agencies including the GSA, DHS, and USDA.

Volume I: Technical (Revised Quote) Page 11 June 22, 2021

Use or disclosure of the data contained herein is subject to the restrictions on the title page of the document.

I.1.8 Experience with Financial Improvement and Audit Readiness (FIAR) processes

Task Years of Experience

Within the Last Five (5) Years Experience with Financial Improvement and Audit Readiness (FIAR) processes 5 Years Adellsen understands the DoD Financial Improvement and Audit Readiness (FIAR) mandate is a major AF priority – particularly since DoD is the only remaining agency with a disclaimer from its auditors. The mandate provides instructions for implementing a consistent, DOD-wide plan for achieving financial improvement and audit readiness objectives. The basis of the FIAR is grounded the Chief Financial Officers (CFO) Act of 1990, subtitled “A Mandate for Federal Financial Management Reform.” The act substantially changed the landscape for Federal financial officials by ushering in a “new era not only in Federal management and accountability, but also in efforts to gain financial control of government operations.” Specific auditing and accounting requirements followed in quick succession, including the Office of Management and Budget’s Circular A- 123 — Management’s Responsibility for Internal Control – defining management’s responsibilities to achieve effective and efficient operations, reliable financial reporting, and compliance with applicable laws and regulations. In 2010, the National Defense Authorization Act directed the DoD to ensure all financial statements are validated as audit-ready no later than Sept. 30, 2017.

Consequently, the AF focused on real property as one of five major mission critical assets in the FIAR requirement, which requires the Civil Engineering (CE) community to play a fundamental role as the functional entity responsible for real property accountability and environmental liabilities. We understand critical line items

– inclusive of real property – were significant to the critical path audit readiness milestone. Achieving and or substantiating complete and accurate real property inventories are key to this effort. CE must demonstrate, with adequate supporting documentation, their reported assets physically exist at a given date and the real property records are complete. We understand that if we under-report our assets, we under-program our real property requirements as well. Additionally, if the AF is unable to pass an audit, it will have a detrimental effect on its credibility with Congress, which could ultimately result in fewer resources for the Air Force.

Adellsen completed a pre-audit for VAFB’s FIAR compliance requirements with a 92% success rate. The pre-audit included traceability of all real property inventory – approximately 2,106 facilities - and review of all key supporting documents (contracts, work orders, reimbursable agreements, purchase orders, receiving reports, appraisals, donated asset documentation, etc.). Through physical inspections and reviews, we validated more than $32.5 billion in real property assets.

We provided updates and actions corrective active plans (CAPs) monthly to ensure all facility records (contracts, work orders, reimbursable agreements, purchase orders, receiving reports, appraisals, donated asset documentation, etc.) are error free. We worked with the VAFB government staff to ensure the CAPs were well defined by 1) clearly stating the problem or weakness, its impact, and root cause; 2) identifying the stakeholders that will be accountable for the CAP; 3) documenting measurable solutions that address the root cause; and 4) setting realistic deadlines for updates or corrections. Currently, we are still supporting the AF FIAR effort by responding to multiple data calls with hard deadlines and helping fulfill CAPs. Below is a screenshot of the MICT – a Management Internal Control Toolset we utilize to track and respond to CAPs.

Volume I: Technical (Revised Quote) Page 12 June 22, 2021

Use or disclosure of the data contained herein is subject to the restrictions on the title page of the document.

Our team at VAFB was commended for their work efforts on FIAR pre-audit. See below a screenshot from a government employee acknowledging their efforts.

Adellsen brings extensive knowledge of and experience of the DoD FIAR mandate and audit support. We have over 11 years of corporate experience in Federal financial management – including capital planning, analysis, policy and training, internal controls and audit support. In addition to our audit readiness work at VAFB, we completed audit remediation support services with strategic business partners at USDA Natural Resources Conversation Service (NRCS).

Volume I: Technical (Revised Quote) Page 13 June 22, 2021

Use or disclosure of the data contained herein is subject to the restrictions on the title page of the document.

I.2.0 PAST PERFORMANCE

Reference #1 U.S. Air Force – Vandenberg Air Force Base Real Property Management Support Services

Contract #1 Period of Performance Total Value Contract Type Performed By Performed as

Prime or Sub?

FA4610-C-14-0002/

FA4610-P-19-0001

10/1/2013 – 9/30/2018/ 10-1-2018- 3/31/2023

$2,439,024.47/

$2,420,106.00 Firm Fixed Price Adellsen Prime POC Name: Darla Koski, Contracting Officer’s

Technical Rep.

Phone Number: 805-606-1927 Email: Darla.Koski@us.af.mil Project Description Adellsen participates in all real estate negotiations and proactively coordinates or collaborates with external agencies to plan for, and achieve, the most efficient space allocation possible for all tenants’ offices on base. Our efforts include submitting and processing all real estate instruments within established timelines; Updating and archiving existing space use drawings when the Space Utilization Panel (SUP) approves physical changes; Conducting a progressive physical inventory of all real estate property and updating real property records (RPRs); Conducting a progressive review and update of all property acquisition documents; Reviewing closed work orders, Direct Scheduled Work (DSW) and projects for capitalization requirements and updating RPRs as necessary; Conducting progressive facility use inspections and facility use analysis for each SUP action; Conducting compliance inspections annually for each installation-level facility ingrant and outgrant; and ensuring real property records reflect capitalization changes within 30 days after completion of all actions.

Adellsen participates in all real estate negotiations and proactively coordinates or collaborates with external agencies to plan for, and achieve, the most efficient space allocation possible for all tenants’ offices on base. This effort includes researching and obtaining additional data/ information as needed to complete real estate transactions smoothly.

Adellsen participates in all real estate negotiations and proactively coordinates or collaborates with external agencies to plan for, and achieve, the most efficient space allocation possible for all tenants’ offices on base. Our efforts include submitting and processing all real estate instruments within established timelines; Updating and archiving existing space use drawings when the Space Utilization Panel (SUP) approves physical changes; Conducting a progressive physical inventory of all real estate property and updating real property records (RPRs); Conducting a progressive review and update of all property acquisition documents; Conducting progressive facility use inspections and facility use analysis for each SUP action;

For VAFB, we complete installation-wide facility inventory inspections to ensure records are reviewed and corrected every five years including all related facility data like facility numbers, square footages, category codes, tenant data, etc. We provide management and oversight support of real property databases that contain facility information related to space use, floor plans and CAD updates, cost data, energy usage, square footage, wall placement, condition code, occupancy and various other data in one centralized software solution. Our team coordinates and facilitates a monthly Space Use Panel – a decision making forum – where we present proposed facility space use changes, recommendations, and justifications for space changes – in some instance we update drawings, floor plans and/or other documentation to finalize changes.

Adellsen supports real property accountability by support FIAR tasks. We completed a successful pre-audit for VAFB’s FIAR compliance requirements. The pre-audit included traceability of all real property inventory and review of all key supporting documents required in the real property record, as well as physical inspections to validate real property assets.

We provided updates and actions corrective active plans (CAPs) monthly to ensure all facility records (contracts, work orders, reimbursable agreements, purchase orders, receiving reports, appraisals, donated asset documentation, etc.) are error free. We worked with the VAFB government staff to ensure the CAPs were well defined by 1) clearly stating the problem or weakness, its impact, and root cause; 2) identifying the stakeholders that will be accountable for the CAP; 3) documenting measurable solutions that address the root cause; and 4) setting realistic deadlines for updates or corrections.

Volume I: Technical (Revised Quote) Page 14 June 22, 2021

Use or disclosure of the data contained herein is subject to the restrictions on the title page of the document.

Reference #2 U.S. Department of Agriculture, Office of Operations Space Utilization, Analysis, and Business Process Improvement Support Services

Contract # Period of Performance Total Value Contract Type Performed By Performed as

Prime or Sub?

AG-3142-B-11-

0012/ Call Order

#047 7/1/12 – 7/30/2014 $875,996.75 Firm Fixed

Priced The Adellsen Group, LLC Prime

POC Name: Yvette Green, Space Management Branch Chief

Phone Number: 202-690-0175 Office Email: Yvette.Green@dm.usda.gov Project Description Adellsen provided strategic planning and space utilization analysis, space planning, and on-site facilities and program management support to USDA Office of Operations (OO) in support of a space utilization survey for all USDA owned and leased buildings in the National Capital Region. The financial analysis and related support services involved analyzing their real estate transaction package data along with space utilization data to determine if leasing was the best real estate option.

Adellsen provides on-going real estate and construction analysis and related business support services to Sympora Construction (SC). SC provides a wide range of facilities management, construction management, site support, and maintenance of governmental facilities of varying sizes including GSA, U.S. Department of Justice (DOJ), Department of Defense (DoD), and the Federal Trade Commission (FTC). We also provide research on market values, market rent, highest and best use evaluations, rent studies, feasibility studies, or liens searches prior to SC starting any physical construction.

Our reports include information various legal estates such as freehold, leasehold, and or easements on a variety of property types. This minimizes construction risks such as time delays and over run budgets with SC Federal clients. During our period of performance, we’ve supplied over 93 documented research related to property histories, tax liens, titles and deeds, and easements for land and buildings to SC in support of their Federal clients.

Adellsen conducted a Space Utilization Study of the agency’s HQ (owned) facilities and their existing leased facilities in the National Capital Region. The study was completed in two phases which included an examination of space assignments, current space utilization practices, updates and modifications to architectural drawings, and recommendations for additional space management guidelines to encourage optimal use of the facilities. Each individual space was examined including the validation of space dimensions, space types, structural changes, and occupancy levels. Collectively, the space audit covered more than 3.1 million square feet of space and identified over 1 million of underutilized space in the agency’s inventory.

The collected data was used to determine spacial utilization rates as well capture other data elements to be support an updated housing plan and populate their OSCAR facilities management information system. The spacial survey data was collected and inputted into a Microsoft Access SQL database that was specifically developed and implemented to contain the survey data for the agency. During Phase II of the project, Adellsen completed additional requirements analysis for the USDA’s facilities management database and supporting migration of the data from the to Access database to the agency’s icloud based database.

Our work efforts included the update of architectural drawings including evaluation, measurement, and documentation of facility areas where as-built plans are not available. We reviewed AutoCAD files and provided updates based on structural changes observed during the space utilization survey. The dimensions and annotated structural changes are updated if necessary and certified by a registered architect on the Adellsen team. Also in many instances, we also re-constructed AutoCAD files (.dwg) based on PDF floor plans where the agency did not maintain the original AutoCAD file.

Volume I: Technical (Revised Quote) Page 15 June 22, 2021

Use or disclosure of the data contained herein is subject to the restrictions on the title page of the document.

Reference #3 NASA, Office of Strategic Infrastructure Facilities Engineering and Real Property (FERP) Division (Formerly Integrated Asset Management Division)

Contract # Period of Performance Total Value Contract Type Performed

By Performed as Prime or Sub?

AG-3142-B-11-0012/

Task/ Call Order #092 &

PO# NNH16PA74P

2/2014 – 10/2016 $131,560.10 Fixed Price Adellsen Prime

POC Name: Patricia Jones, Project Manager/ Supervisory Realty Specialist

Phone Number: 202.358.1298 Email: patricia.l.jones@nasa.gov Project Description Adellsen leveraged knowledge management, thought leadership, exposure to new technology, and industry best practices to support sustainability initiatives and increased efficiencies in how NASA manages its real property. Specifically, Adellsen provided technical reviews of NASA’s spatial data, data collection practices, and previously completed data analysis to determine data gaps (if any).