U.S. General Services Administration Lessor Duties & FOIA Information June 13, 2012 Dave Hofstetter R4 Leasing Division Industry Day

Lessor Contractual Responsibilities Paint and / or wall covering:  Maintain in “like new” condition  Redone when peeling or stained  Cyclical repainting  Common Area – Every 3 years* ‡  Tenant Space – Every 5 years * ‡ Carpet  Repair or replace when backing exposed, color issues, texture variations, tripping hazards  Cyclical replacement  Every 10 years * ‡ *Use contract specified guidelines if different ‡Move and reassemble furniture after normal working hours

Lessor Financial, Technical and Other Responsibilities After Award:  Within 15 days provide evidence of: 1)Firm Commitment of Funds 2)Names of at least 2 contractors and experience 3)License of A/E to practice in state  Government can withhold approval of DID’s until conditions satisfied  Within 10 calendar days of NTP, Lessor to provide 1)Award of construction contract & firm schedule 2)Issuance of required permits  CCR – Keep active and renew on a yearly basis to ensure prompt receipt of rental payments  Taxes – Submit documentation for tax abatements, credits or refunds to to ensure prompt payments of tax

Lessor Financial, Technical and Other Responsibilities After Award (con’t):  Routine building maintenance  Response to building issues - rapid and communicative  Keep air within acceptable temperature ranges at all times  Pay attention to fire/life safety and ADA issues  Accomplish Small Businss Subcontracting Plan

Small Business Contracting Plan

Post Occupancy Small Business Subcontracting Plan – Increase Subcontracting Opportunities – Surpass SBA / GSA Procurement Goals SB – 30% HUBZone – 3% SDB – 5% % of Total Subcontracting $ Available WOSB – 5% VOSB – 5 % SDVOSB – 3% – Questions: – “How to determine amount of Subcontracting $ available as a component of Total Lease Award?” – “How to define realistic and achievable goals?”

Analyze Lease Rate Components Rate ComponentRate PrsfCan This Component / Subcomponent be allocated to Small Businesses? Total Full Service Lease:$40.00See components Building Shell$25.00See subcomponents  Shell  $18.00No – SFO/RLP Paragraph establishes requirements that must be provided at lessor’s expense in order to qualify for occupancy. These funds are expended prior to occupancy.  Taxes  $ 5.00No – Collected and distributed by the local taxing authority  Insurance  $0.25No – Under a company-wide policy  Reserves  $ 0.25No – Utilized in an emergency and not routinely allocated to Small Businesses  Management  $ 1.50No – Internal company allocation Cost to Amortize Tenant Improvements (TI) $ 5.00No – SFO/RLP Paragraph requires all TI must be performed by the successful Offeror—allocated and spent prior to occupancy Annual Cost of Variable Services and Utilities $10.00Yes - $3.00 prsf or $x amount available annually for allocation to Small Businesses – See GSA Form 1217 Lessor’s Annual Cost Statement for details

Electronic Subcontracting Reporting System (eSRS) s_contractor_user_guide_1.9.pdf

Sample - Individual Subcontract Report Page 1

Page 2 Sample - Individual Subcontract Report

Page 3 Sample - Individual Subcontract Report

Page 4

Checklist for Review of Subcontracting Plan

GSA Form 527 Contractor’s Qualifications and Financial Information

Sections: I.General Information II.Government Financial Aid and Indebtedness III.Financial Statements IV.Income Statement V.Banking and Finance Company Information VI.Principle Merchandise or Raw Material Supplier Information VII.Construction/Service Contracts Information VIII. Remarks GSA Form 527 Contractor’s Qualifications and Financial Information

GSA Freedom of Information Act Overview

GSA FOIA Contacts

Freedom of Information Act

GSA FOIA Website: How are Requests to be Filed

FOIA Fees

Advance and Assurance of Payment

FOIA Appeals

QUESTIONS?