Request for Proposal for Real Estate Asset & Portfolio Management Consultant Services

Bidders should be fully aware and familiar with the contents of the bidder's library

 

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Real Estate Asset & Portfolio Management Consultant Services RFP

 

RESD RFP -  52

Addendum

Addendum #1

Addendum #2

Addendum #3

Addendum #4

Addendum #5

 

 

Interested Bidders

Interested Bidders List (as of 1-25-05)

 

California Office of the Governor

• "Executive Order S-10-04" (Sacramento, California, May 10, 2004)
  
  
  California Performance Review
  
  
• California Performance Review Report, http://www.cpr.ca.gov/report/
   Including but not limited to:  
  • High-Value Urban Properties
  • Infrastructure
    • Use of Few Models for Project Delivery Results in Missed Opportunities for Lowering Cost and Speeding Delivery
    • Reduce the State's Leasing Costs
    • Tapping Surplus Property Assets
    • Better Management Needed For California's Real Estate Assets
    • Release State Departments from the Real Estate Services Monopoly
    • Early Integration of Infrastructure and Resource Planning Necessary
    • Streamline the Environmental Review Process to Discourage Sprawl and Revitalize Older Developed Urban Areas
  •  Resource Conservation & Environmental Protection
    • Consolidate State Field and Regional Offices
    • Restructure Funding and Governance for Certain Land Conservancies
    • Consolidate Resource Land Acquisition Processes
    • Use Technology to Streamline the State-Level Environmental Review Process
  •  Statewide Operations
    • Wireless Fidelity Networks 
      

Department of General Services 

• Statewide Property Inventory website
  • Statewide Property Inventory 
  • State Owned Property
    
    
• State Administrative Manual - Sections pertaining to Real Estate, Asset Management & Capital Outlay are:
  • 1300 et seq: Real Estate Services Division
  • 6810 et seq: Capitalized Assets Planning & Budgeting
  • 6840 et seq: Administration of the Capital Outlay Program
    
    
• State of California - Department of General Services - Real Estate Services Division - Asset Planning and Enhancement Branch - California's Asset Enhancement Approach to Land Sales
  
  
• State of California Department of General Services, "State Property Management Demonstration Project - Implementation Strategy and Business Plan for the California Public Real Estate Development and Management Corporation," (Sacramento, California, May 1988)
  
  
• Department of General Services - Capitol Outlay Seminar Rev. 5/99
  
  
• Department of General Services, "Annual Report to the State Legislature, Surplus Proprietary Lands 2003,"
  
  
• Department of General Services - Real Estate Services Division - New Business Processes in the Real Estate Services Division, September 29, 1997
  
  
• Department of General Services - Real Estate Services Division - Strategic Plan - Fiscal Year 2002-2003
  
  
• Department of General Services - Real Estate Services Division - Information Technology Strategic Plan - Fiscal Year 2003-2004
  
  
• Draft inventory of existing laws, statutes, and regulatory authorities that govern the acquisition, use management and disposal of state real property assets
  
  
• State of California - Department of General Services- Real Estate Services Division - Asset Planning and Enhancement Branch - Preliminary Analysis of Potential Reuse and Relocation of San Quentin Prison, June 2001
  
  
• State and Consumer Services Agency - Department of General Services - Office of Real Estate and Design Services - Report to the Legislature State Surplus Property Inventory, January 1995
  
  
• California Department of General Services - Real Estate Services Division
  • Standard Lease 
  • Standard Lease Exhibit "B"
  • Standard Lease Exhibit "C"
    
    
• California Department of General Services - Real Estate Services Division - "Cost Savings through Negotiation of Facility Lease Contracts Report" (Internal Database)
  
  

• Customer Survey Results

  2004 Customer Survey

  Letter from the Deputy Director

  Executive Summary

  Background

  Method

  Overall Results

  Branch Results

  Customer Demographics

  Correlation

  Comparison of Annual Data

  Comments

   

  Data Charts and Tables

  • Overall Agreement - Chart
  • Branch Satisfaction - Chart
  • Branch Agreement - Table
  • Respondent Level Agreement - Table
  • Responding Agencties - Table

  2003 Customer Survey

  Memo From RESD Deputy Director 

  Executive Summary 

  Background

  Method

  Results (Overall)

  Results (Branches)

  Demographics

  Comments

   

  Data Charts and Tables

  1. Overall Agreement: Chart
  2. Branch Satisfaction: Chart
  3. Agreement: Compare All Branches: Table
  4. Agreement by Position in Organization: Compare all levels: Tables
  5. Responding Agencies: Tables

  2001-2002 Customer Survey

  Memo From RESD Assistant Deputy Director 
  Executive Summary 
  Background 
  Method 
  Results (Summary) 
  Results (Detailed) 
  Service Area Data 
  Demographics

  
  State Historical Building Register
  
  
• Listing of State Owned Historical Buildings
  
  
  Department of Finance
  
  
• Department of Finance- 1999 Capitol Outlay and Infrastructure Report, http://www.dof.ca.gov/HTML/capoutly/co-home.htm
  
  
• Department of Finance- California's Five Year Infrastructure Plan 2002, http://www.dof.ca.gov/HTML/capoutly/co-home.htm
  
  
• Department of Finance- California's Five Year Infrastructure Plan 2003, http://www.dof.ca.gov/HTML/capoutly/co-home.htm
  
  
• Department of Finance, "Governor's Budget 2004-05" (Sacramento, California, May 2004), http://www.dof.ca.gov/HTML/BUD_DOCS/Bud_link.htm
  
  
  Business, Transportation & Housing Agency
  
  
• California Commission on Building for the 21st Century
  
  
  Reports by the Auditor General of California
  
  
• Report by the Auditor General of California, "A Review of the Department of Transportation's Administration of Excess Land" (Sacramento, California, January 1982)
  
  
• Report by the Auditor General of California, "California Could Earn Millions of Dollars  From Better Management of its Excess Land" (Sacramento, California, December 1983)
  
  
• Report by the Auditor General to the Joint Legislative Audit Committee, "University of California Property Management" (Sacramento, California, January 1983)
  
  
• Report by the Auditor General of California, "The Department of General Services Needs to Improve its management of State Leases and Real Estate," (Sacramento, California, March 1990)
  
  
• Report by the Auditor General of California, "The Department of General Services Needs to Improve its Management of the Design and Construction of State Buildings" (Sacramento, California, February 1991)
  
  
• Report by the Auditor General, "The State's Real Property Assets: The State Has Identified Surplus Real Property, but Some of Its Property Management Processes are Ineffective", (Sacramento, California, January 2001)
  
  
  Commission on California State Government Organization and Economy
  
  
• Commission on California State Government Organization and Economy, "California State Government's Management of Real Property" (Sacramento, California, March 1986)
  
  
• Commission on California State Government Organization and Economy, "Real Property Management in California: Moving Beyond the Role of Caretaker," (Sacramento, California, October 1990)
  
  
• Commission on California State Government Organization and Economy, "California's Real Property Management: A Cornerstone for Structural Reform," (Sacramento, California, December 1995)
  
  
  Legislative Analyst Office
  
  
• Legislative Analyst Office "Assembly Constitutional Amendment 11", (Sacramento, California, February 2003) http://www.lao.ca.gov/2003/aca_11/020503_aca_11.pdf
  
  
• Legislative Analyst Office, "Higher Education Flexible Facility Utilization Standards" (Sacramento, California, November 2003) http://www.lao.ca.gov/2003/flexible_facility/Flexible_Facility.pdf
  
  
  California Department of Transportation
  
  
• California Department of Transportation, "2004 Legislative Proposal for Affordable Housing for Low and Moderate Income Tenants," (Sacramento, California, July 16, 2003)