Solicitation Process The government must make sure that the solicitation process is carried out in a reasonable manner in accordance with the stated evaluation factors and use proper documentation Establish the delineated area considering Executive Order (EO) 12072 in locating lease space in the central business area Once offers are received an agency must have meaningful discussions with those in the competitive range After the evaluation is completed and an apparent successful offeror selected, the contracting officer must determine whether the offeror is responsible. Some responsibility determinations must involve the Small Business Administration (SBA) Once the decision is made, the contracting officer’s role in the solicitation process doesn’t stop. Changes may have been made to the lease GSA Lease Reform and Forms Global RLP and Lease Template o The global RLP and lease template were developed by GSA to allow more flexibility in drafting RLP packages to meet the requirements of each individual lease acquisition Global RLP Package o GSA Form 3517B General Clauses - must be incorporated by reference to make them a part of the lease. o GSA Form 1217, Lessor’s Annual Cost Statement – is included in the RLP Package; however, it is not incorporated by reference and, therefore, is not a part of the lease. It is not a pricing document; it is an estimate only. SLAT (Simplified Lease Acquisition Threshold) Model o Replaced the simplified lease model o The SLAT model may be used for any lease acquisition meeting all of the criteria for use Average net annual rent at or below 250,000 (Current SLAT LEVEL) The acquisition will use the Lowest Price Technically Acceptable (LPTA) source selection method Small Lease o The small lease process is identified to be less formal than the usual lease acquisition Leases of 3,000 ANSI/BOMA Office Area square feet or less not exceeding the SLAT o Small leases are fully serviced, turnkey leases with a fixed rent that covers all lessor costs, including all shell upgrades, tenant improvements, operating costs, taxes, and security upgrades Succeeding/Superseding Lease o The succeeding/superseding lease is a solution for situations where it is in the best interest of the government to stay in place and a full and open competition would impose an unnecessary burden on the market and the government o LAC 2015-06 eliminated the succeeding/superseding lease model. o These leases now use the global RLP and lease template Solicitation The type of solicitation normally used when negotiating a lease is called a request for lease proposals (RLP) package. The term negotiation generally implies a series of offers and counteroffers and written and oral discussions until the parties reach a mutually satisfactory agreement Negotiating the terms of the lease enables the LCO/CO to ensure that there is a "meeting of the minds" and a thorough understanding of the agency's needs It would generally be self-defeating to rely on an offeror's promise, alone, to meet the agency's requirements Evaluation Criteria After proposals have been received, the government is required to evaluate them based on the precise criteria announced in the solicitation The reason for this is to demonstrate that the agency acted properly in evaluating every proposal against the criteria and plan that was a part of the proposal Competitive Range The question of competitive range – which has been held by GAO to encompass both price and technical considerations is whether the offeror’s proposal should be included in discussions or rejected The rule is that the competitive range must include all of the most highly rated proposals unless the range is further reduced for the purpose of efficiency If the LCO/CO intends to conduct discussions, which is normal in leasing, he/she must establish a competitive range. In establishing a competitive range, the LCO/CO has to follow 2 rules o The first rule is found in FAR 15.306 and requires that the competitive range include all of the most highly rated proposals, unless further reduced for efficiency. In addition to the FAR rule, there is a second rule that is required by the Comptroller General (GAO). o The second rule, as required by the Comptroller General (GAO) states that “any offer included in the competitive range must have a reasonable chance of selection.” Not any chance, but a reasonable chance. Finally, if discussions are conducted, the LCO/CO must hold discussions with all offerors in the competitive range. Necessity for Discussions If a competitive range is established, there must be meaningful discussions These discussions are exchanges between the government and offerors that are undertaken with the intent of allowing the offerors to revise their proposals Discussions must be held with all offerors in the competitive range The requirement for discussions includes advising offerors of deficiencies and significant weaknesses in their proposals and offering them the opportunity to satisfy the government’s requirements through the submission of revised proposals Discussions are not required but, as noted above, if discussions are conducted, the LCO/CO must conduct meaningful discussions with all offerors in the competitive range and advise all offerors of o 1) deficiencies o 2) significant weaknesses; o 3) mistakes. o 4) adverse past performance to which the offeror has not had an opportunity to respond, and its relevance, if any; and. Agencies are not, however, obligated to afford offerors all-encompassing discussions or discuss every element of a technically acceptable proposal that has received less than the maximum possible rating Likewise, there is no requirement on the part of an agency to identify relative weakness. In a proposal that is technically acceptable but presents a relatively less desirable approach than others received Ending Discussions At the conclusion of discussions, inform offerors that discussions have been concluded, offers are being given an opportunity to submit written final proposal revisions Evaluation and Selection To ensure that prices are fair and reasonable, some proposal analysis concerning price must be made Price analysis is the process of examining and evaluating a proposed price without evaluating its separate cost elements and proposed profit Each price analysis technique involves comparing the proposed price with one or more prices An independent government estimate is often also required In leasing, price analysis for the shell rent and operation costs begins with the definition of requirements and ends at the point of award If using the tradeoff source selection approach, the government has the right to select a lessor that will charge a higher rent for a higher quality building, or vice versa Debriefing Debriefing is the process by which the government provides unsuccessful offerors with the government’s evaluation, or any significant factors contained in their proposals, citing the weaknesses and deficiencies noted. The purpose behind a debriefing, either before or after award, is to explain to the unsuccessful offeror why its offer was not selected An offeror who is entitled to a debriefing, must request that debriefing within 3 days of receipt of notice of exclusion from the competitive range or the receipt of a Notice of Award (to another offeror). At the request of the offeror to be debriefed, a pre-award debriefing may be delayed until after award. The Lease Contracting Officer normally chair the debriefing session, with other team members providing support Responsibility Before awarding a lease to an offeror, the offeror must be determined to be responsible in accordance with the standards in FAR 9.104 If the offeror is a small business, the contracting officer, must refer the matter to SBA before excluding the offeror as not responsible. SBA will review the contracting officer’s determination of no responsibility and either issue or deny the offeror a certificate of competency o The LCO/CO must forward a nonresponsibility decision for review before excluding either the small business lessor or small business offeror as nonresponsible o However, the LCO/CO always makes an initial finding of nonresponsibility before referring that finding to the SBA. The LCO/CO only forwards this matter to the SBA if he/she makes an initial nonresponsibility finding If SBA finds the offeror responsible and issues a COC, the contracting officer must accept this determination and award to the offeror if otherwise successful o NAICS Code (Real Estate Leasing) internet URL: https:/ /www.sba.gov/ content/smallbusiness-sizestandards). NAICS Codes for Real Estate Leasing are found on Sticky Notes Pages 18 & 19.