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

2. 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

3. 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 R04taxsubmittals@gsa.gov to ensure prompt payments of tax adjustmentsR04taxsubmittals@gsa.gov

4. 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

5. Small Business Contracting Plan

6. 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?”

7. 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

8. Electronic Subcontracting Reporting System (eSRS) http://www.esrs.gov/ http://www.esrs.gov/documents/esr s_contractor_user_guide_1.9.pdf

9. Sample - Individual Subcontract Report Page 1

10. Page 2 Sample - Individual Subcontract Report

11. Page 3 Sample - Individual Subcontract Report

12. Page 4

13. Checklist for Review of Subcontracting Plan

14. GSA Form 527 Contractor’s Qualifications and Financial Information

15. 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

16. GSA Freedom of Information Act Overview

17. GSA FOIA Contacts

18. Freedom of Information Act

19. GSA FOIA Website: http://www.gsa.gov/portal/category/21416http://www.gsa.gov/portal/category/21416 How are Requests to be Filed

20. FOIA Fees

21. Advance and Assurance of Payment

22. FOIA Appeals

23. QUESTIONS?