RFP Attachment 3. GLS MAX (Offeror Name) Factor 2 Firm Experience_ Client Account Data.xlsx

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Attached to
GSA Leasing Support Services Max (GLS Max) Solicitation
Solicitation number
47PH5326R0017
Issued by
Not on record

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This is RFP Attachment 3, a Client Account Data template for Factor 2 Firm Experience evaluation under the GSA Leasing Support Services Max (GLS Max) solicitation 47PH5326R0017. Offerors must submit detailed documentation of their firm's experience performing tenant or owner representation for commercial broker services within the last three years, organized by Transaction Manager or Team Member name. The submission requires documentation of up to 65 projects, with each entry including client name and contact information, client type, space type, estimated and actual project start/end dates, contract award dates, type of services provided (lease acquisition, lease acquisition with post-award services, or lease acquisition only), owner/tenant representation classification, total contract value, project size in rentable square footage, government contract numbers if applicable, project location, and types of subcontractors utilized.

In addition to the project listing, offerors must provide detailed narratives for three specifically selected complex projects from their portfolio. These narratives are limited to 6,000 characters each and must describe the overall project situation, challenges and issues encountered, strategies enacted to resolve issues, and specific results achieved. Complex projects are defined as lease transactions with higher degrees of complexity including factors such as project size, construction build-out, negotiation of above-standard services, management of disparate stakeholders, consolidations, and multiple agency requirements under a single location. This template is structured across multiple worksheets to capture both aggregate firm-level client account data and individual project-level details required for the Factor 2 evaluation component.

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Other files

File Type Posted
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AM0006 SF33 47PH5326R0017 2026 09 16.pdf PDF
Questions and Answers - 4.pdf PDF
Continuation RFP AM0005 Redline 47PH5326R0017 GLS Max 09.11.2026.pdf PDF
Questions and Answers GLS MAX RFP - 3.pdf PDF
Updated AM0005 RFP Attachment 3. GLS MAX (Offeror Name) Factor 2 Firm Experience_ Client Account Data.xlsx XLSX spreadsheet
Solicitation Amendment 47PH5326R0017_0005.pdf PDF
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Solicitation Amendment 47PH5326R0017_0004.pdf PDF
Solicitation Amendment 47PH5326R0017_0003.pdf PDF
Updated AM0002 RFP Attachment 3. GLS MAX (Offeror Name) Factor 2 Firm Experience_ Client Account Data.xlsx XLSX spreadsheet
Updated AM0002 RFP Attachment 2. GLS MAX (Offeror Name) Factor 1 Staffing Matrix Submission.xlsx XLSX spreadsheet
SF 30 Amendment 47PH5326R0017_0002.pdf PDF
Questions and Answers GLS MAX RFP - 2.pdf PDF
RFP AM0002 Redline 47PH5326R0017 GLS Max 09.03.2026.pdf PDF
RFP AM0002 CLEAN 47PH5326R0017 GLS Max 09.03.2026.pdf PDF
SF 30 Amendment 47PH5326R0017_0001.pdf PDF
RFP AM0001 Clean 47PH5326R0017 GLS Max 2026 08 18.pdf PDF
Updated AM0001 - RFP Attachment 1. GLS MAX Pricing Worksheet, (Offeror Name) Zones {(1),(2), and_or(3)}.xlsx XLSX spreadsheet
SF33 47PH5326R0017.pdf PDF
Questions and Answers GLS MAX RFP - 1.pdf PDF
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RFP 47PH5326R0017 GLS Max 2026 08 05.pdf PDF
RFP Attachment 1. GLS MAX Pricing Worksheet, (Offeror Name) Zones {(1),(2), and_or(3)}.xlsx XLSX spreadsheet
RFP Attachment 2. GLS MAX (Offeror Name) Factor 1 Staffing Matrix Submission.xlsx XLSX spreadsheet
RFP Attachment 5. INFORM Process.pdf PDF
RFP Attachment 4. Historical Zonal Leasing Data.pdf PDF
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Client Account Data

RFP Attachment 3. GLS MAX Factor 2 Firm Experience Client Account DataAdd Firm Level of Authority.
Project start / EndType of ServiceTotal Contract ValueProject SizeGovernment Contract #Location City/StateType of Subcontractor if utilizedTeam Members/TMsDropdown is wrong.We want: Lease Acquisition, Post Award AND Lease Acq only
IDClient NameClient Contact InformationClient TypeType of SpaceTotal Contract Value of ProjectProject SizeOwner/Tenant RepZonal Geographic AreaGovernment Contract Number (if applicable)Location (City, State)Project Start/End DatesType of SpaceFirm Level of AuthorityTeam Member(s)/Transaction Manager - DROPDOWN IS WRONGType of Services ProvidedOwner/Tenant RepresentationType of Sub-Contractors Utilized
Enter the name of the primary client. Please list all transactions with the same client name consecutively line-by-line. (e.g. list all GSA directed projects individually 1-10, list all Company X projects individually in lines 11-20, etc.)Provide a client contact. Include name, title, phone number, and email address.Select the primary tenant type.Please indicate the total contract value in dollars for this project.Enter the project size in RSFA Portfolio is defined as a body of lease transactions of varying size for a specific client, tenant mix or geographic area.What GLS Max zone is the project located in? (e.g. NY = Zone 1, AK = Zone 3) REF GLS Max MapIf this is a government contract, please enter the contract number. Otherwise type "N/A".Enter the city and state of this project using format: City, ST.Enter project start and end dates using 2-digit month/ year: mm/yy - mm/yySelect the space type that represents > 50% of the facility's use.Select the option the most accurately reflects firm's your level of authority on this project.Enter the name(s) of the Transaction Manager and other participating team members.Confirm the type of services provided.Select the range that most accurately reflects the representation of work performed.Enter the types of subcontractors used. This may include other real estate firms, construction managers, etc.
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Client Account Data: Complete this form to document your firm's specific experience performing tenant or owner representation for commerical broker services, within the last five years, similar to those described in this solicitation.

Factor 2 Part 1 Firm Exp Client

RFP Attachment 3. GLS MAX Factor 2 Firm Experience Client Account Data
Offeror Name:
Zone Proposing:
FACTOR 2: FIRM EXPERIENCE Submission
Client Account Data: Offeror must organize project submissions by Team Member/Transaction Manager (TM) Name. For example, please list a Team Member/TM name and all of the projects handled by that TM. Then, move to the next Team Member/TM and list all of the projects handled by that person, and so on. Complete this form to document your firm's specific experience performing tenant or owner representation for commerical broker services, within the last three years, similar to those described in this solicitation (65 Projects).
IDTeam Member/
Transaction ManagerClient NameClient Contact InformationClient TypeSpace TypeProject Start/End Dates Estimated;
Project Start/End Dates ActualContract Action Award Date (e.g. Lease Award, Extension/Renewal)Type of Services ProvidedOwner/Tenant RepresentationTotal Contract Value of ProjectProject SizeGovernment Contract Number (if applicable)Location (City, State)Type of Sub-Contractors, if utilized
Enter the name(s) of the Transaction Manager and names and titles of other participating team members.Enter the name of the primary client. Please list all transactions with the same client name consecutively line-by-line. (e.g. list all GSA directed projects individually 1-10, list all Company X projects individually in lines 11-20, etc.)Provide a client contact. Include name, title, phone number, and email address.Select the primary tenant type.Select the space type that represents > 50% of the facility's use.Enter project start and end dates estimated using 2-digit month/ year: mm/yy - mm/yy. Enter project start and end dates actual using 2-digit month/year: mm/yy - mm/yy.Provide the official date the contract was awardedConfirm the type of services provided.Select the range that most accurately reflects the representation of work performed.Please indicate the total contract value in dollars for this project.Enter the project size in Rentable Square FootageIf this is a government contract, please enter the contract number. Otherwise type "N/A".Enter the city and state of this project using format: City, ST.Enter the types of subcontractors used. This may include other real estate firms, construction managers, etc.
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Factor 2 Part 2 Individual Proj

RFP Attachment 3. GLS MAX Factor 2 Firm Experience Client Account Data
Leasing Project Experience: Individual Projects
Project ID Number from the first tab column A (Factor 1; Part 1):
DETAILED DESCRIPTION:
Character limit - Please note responses are limited and capped at threshold of 6000 characters
The proposal will be evaluated to determine if the offeror has relevant experience in executing and managing complex projects. Complex projects are defined as lease projects with a higher degree of complexity to include, but not limited to, project size, construction build-out, negotiating above standard services, managing disparate stakeholders, consolidations, multiple Agency requirements under a single location, etc.

As part of the 100 projects submitted, the offeror must elaborate on three specific projects. For each project, the offeror shall provide a detailed description of the overall project situation, challenges and issues encountered, strategies enacted to resolve those issues and specific results.

3 projects; 6,000 character limit for each.

Sheet5

RFP Attachment 3. GLS MAX Factor 2 Firm Experience Client Account Data
Leasing Project Experience: Individual Projects
Project ID Number from the first tab column A (Factor 1; Part 1):
DETAILED DESCRIPTION:
Character limit - Please note responses are limited and capped at threshold of 6000 characters
The proposal will be evaluated to determine if the offeror has relevant experience in executing and managing complex projects. Complex projects are defined as lease projects with a higher degree of complexity to include, but not limited to, project size, construction build-out, negotiating above standard services, managing disparate stakeholders, consolidations, multiple Agency requirements under a single location, etc.

As part of the 100 projects submitted, the offeror must elaborate on three specific projects. For each project, the offeror shall provide a detailed description of the overall project situation, challenges and issues encountered, strategies enacted to resolve those issues and specific results.

Sheet6

RFP Attachment 3. GLS MAX Factor 2 Firm Experience Client Account Data
Leasing Project Experience: Individual Projects
Project ID Number from the first tab column A (Factor 1; Part 1):
DETAILED DESCRIPTION:
Character limit - Please note responses are limited and capped at threshold of 6000 characters
The proposal will be evaluated to determine if the offeror has relevant experience in executing and managing complex projects. Complex projects are defined as lease projects with a higher degree of complexity to include, but not limited to, project size, construction build-out, negotiating above standard services, managing disparate stakeholders, consolidations, multiple Agency requirements under a single location, etc.

As part of the 100 projects submitted, the offeror must elaborate on three specific projects. For each project, the offeror shall provide a detailed description of the overall project situation, challenges and issues encountered, strategies enacted to resolve those issues and specific results.

File details come from the government source that posted it. Updated .