1. INDIANA DEPARTMENT OF ADMINISTRATION Real Estate Strategic Planning and Tenant Brokerage Services REQUEST FOR PROPOSAL 15-060 on behalf of the Indiana Department of Administration

2. INDIANA DEPARTMENT OF ADMINISTRATION GENERAL INFORMATION Attendee Sign-In Sheet Sign-In Sheet and PowerPoint will be posted on State’s Solicitation Website

3. INDIANA DEPARTMENT OF ADMINISTRATION RFP QUESTIONS AND ANSWERS Questions answered verbally today are neither official nor binding and should be submitted in writing if it will affect your proposal response via the Question and Answer Response Template. All questions must be submitted using the provided Question and Answer Template by February 20, 2015 Email: MAROBINSON@idoa.in.gov MAROBINSON@idoa.in.gov Fax:317.232.7312

4. INDIANA DEPARTMENT OF ADMINISTRATION ACCESSING RFP DOCUMENTS www.in.gov/idoa/proc

5. INDIANA DEPARTMENT OF ADMINISTRATION ACCESSING RFP Documents

6. INDIANA DEPARTMENT OF ADMINISTRATION

7. PURPOSE AND SCOPE OF RFP 15-060 The purpose of this RFP is to select one or more vendors that can satisfy the state’s need for Estate Strategic Planning and Tenant Brokerage Services. The scope of work for this RFP is broken into two (2) distinct components: Seeking comprehensive analysis of the IDOA lease portfolio and the Indiana Government Center buildings. Selected vendor will evaluate space utilization, market factors, and individual user agency needs to develop a strategic real estate plan that maximizes operational efficiencies and savings. Completion and submission of Strategic Plan no later than end of 2015 Seeking brokerage vendor to represent the State of Indiana and its agencies in leasing activities. Selected vendor responsible for the procurement and administration of pertinent leases for all locations, regardless of size or use, across the State. Component 1: Utilization Analysis and Strategic Planning Component 2: Tenant Brokerage Services

8. INDIANA DEPARTMENT OF ADMINISTRATION RESPONSE CONSIDERATIONS - RFP 15-060 IMPORTANT: Respondents may submit proposals for ONE or BOTH scopes of work; however, the State intends to award contract to the most favorable response to each. Responses for each scope of work will be collectively evaluated apart from the other according to Section Three of this RFP document. Respondents MUST complete and submit a separate Minority and Women Sub-contractor Commitment Form, Indiana Veteran Sub-contractor Commitment Form, Indiana Economic Impact Form and Technical and Cost Proposal for each respective scope of work.

9. INDIANA DEPARTMENT OF ADMINISTRATION KEY RFP DATES

10. INDIANA DEPARTMENT OF ADMINISTRATION RFP OUTLINE

11. INDIANA DEPARTMENT OF ADMINISTRATION BUSINESS PROPOSAL Company Financial Information (Section 2.3.3) Confidential information must be kept separate from the proposal in both hard and soft copy. Access to Public Records Act (APRA), IC 5-14-3

12. INDIANA DEPARTMENT OF ADMINISTRATION BUY INDIANA 2.7 BUY INDIANA INITIATIVE/INDIANA COMPANY Defining an Indiana Business: “Indiana business” refers to any of the following: (1)A business whose principal place of business is located in Indiana. (2)A business that pays a majority of its payroll (in dollar volume) to residents of Indiana. (3) A business that employs Indiana residents as a majority of its employees. (4) A business that makes significant capital investments in Indiana. (5) A business that has a substantial positive economic impact on Indiana. Questions regarding Buy Indiana status can be send to: buyindianainvest@idoa.in.gov buyindianainvest@idoa.in.gov

13. INDIANA DEPARTMENT OF ADMINISTRATION COST PROPOSAL

14. INDIANA DEPARTMENT OF ADMINISTRATION TECHNICAL PROPOSAL The are separate Technical Proposal Templates for each scope of work component.

15. INDIANA DEPARTMENT OF ADMINISTRATION MINORITY AND WOMEN’S BUSINESS ENTERPRISE Complete Attachment A, MWBE Form - Include sub-contractor letters of commitment Goals for this RFP: - 8% Minority Business Enterprise - 8% Women’s Business Enterprise A separate Attachment A must be submitted for each scope of services proposed.

16. INDIANA DEPARTMENT OF ADMINISTRATION MINORITY AND WOMEN’S BUSINESS ENTERPRISE $$$$$ $ This amount comes from respective scope of work Cost Proposal.

17. INDIANA DEPARTMENT OF ADMINISTRATION INDIANA VETERANS’ BUSINESS ENTERPRISES SUBCONTRACTOR COMMITMENT (ATTACHMENT A1) Complete Attachment A1, IVBE Form - Include sub-contractor letters of commitment Goal for this RFP: 3% A separate Attachment A1 must be submitted for scope of services proposed.

18. INDIANA DEPARTMENT OF ADMINISTRATION $$$$$ $ This amount comes from the respective scope of work Cost Proposal. INDIANA VETERANS’ BUSINESS ENTERPRISES SUBCONTRACTOR COMMITMENT (ATTACHMENT A1)

19. INDIANA DEPARTMENT OF ADMINISTRATION INDIANA ECONOMIC IMPACT The State defines FTE as a measurement of an employee's productivity on a specific project or contract. A FTE of 1 would mean that there is one (1) worker fully engaged on a project; forty (40) hours a week, fifty- two (52) weeks a year. If there are two (2) employees each spending 1/2 of their working time, 20 hours per week, on a project that would also equal 1. $$$$$ $ A separate Indiana Economic Impact Form must be submitted for each scope of services proposed.

20. INDIANA DEPARTMENT OF ADMINISTRATION RFP SCORING AND EVALUATION

21. INDIANA DEPARTMENT OF ADMINISTRATION QUESTIONS AND ANSWERS

22. INDIANA DEPARTMENT OF ADMINISTRATION ADDITIONAL INFORMATION IDOA PROCUREMENT LINKS AND NUMBERS http://www.in.gov/idoa/2354.htm 1-877-77BUYIN (8946) For Vendor Registration Questions http://www.in.gov/idoa/2464.htm For Inquiries Regarding Substantial Indiana Economic Impact A.Link to the developing “one stop shop” for vendor registry with IDOA and Secretary of State. http://www.in.gov/idoa/2467.htm http://www.in.gov/idoa/2467.htm B.Secretary of State of Indiana: Can be reached at (317) 232-6576 for registration assistance. www.in.gov/soswww.in.gov/sos C.Vendor Handbook: Online version available at http://www.in.gov/idoa/files/vendor_handbook.doc http://www.in.gov/idoa/files/vendor_handbook.doc D.Minority and Women Owned Business Enterprises: http://www.in.gov/idoa/files/Certification_List(48).xls for table of IDOA certified MBEs and WBEs. For more WBE’s information http://www.in.gov/idoa/2352.htm http://www.in.gov/idoa/files/Certification_List(48).xls http://www.in.gov/idoa/2352.htm E.RFP posting and updates: Go to http://www.in.gov/idoa/2354.htm (select “State of Indiana Opportunities” link) Drag through table until you find desired RFP/RFI number on left-hand sidehttp://www.in.gov/idoa/2354.htm and click the link.