CHANGE Page 1 of 2 Contract No. 4600013215 Contract Original Approval Date: 03/13/2008 Purchasing Agent: All using Agencies of the Commonwealth, Participating Political Name: Jennifer Habowski Subdivision, Authorities, Private Colleges and Universities Phone: 717-703-2937 Fax: 717 213-9505 Your SAP Vendor Number With Us: 212117 Valid from/to: 02/01/2008 - 01/31/2010 Supplier Name/Address: OXFORD REALTY SERVICES INC Please Deliver To: 301 GRANT STREET STE 400 DGS PITTSBURGH PA 15219-1408 515 North Office Building USA HARRISBURG PA 17125 Supplier Telephone No: 412-261-0200-442 USA Supplier Fax No.: 412-261-2840 Your Quotation: Date: Payment Terms: Collective No.: NET 30 Our Quotation: The Commonwealth of Pennsylvania, through the Department of General Services, accepts the submission of the Bidder/Contractor for the awarded item(s) at the price(s) set forth below in accordance with: 1) the RFQ submitted by the Bidder/Contractor, if any; 2) the documents attached to this Contract or incorporated by reference, if any, and 3) the contract terms and conditions stored on the website address at www.dgs.state.pa.us for this type of Contract as of the date of the RFQ, if any, or other solicitation for this Contract, all of which, as appropriate, are incorporated herein by reference. When the Bidder/Contractor receives an order from a Commonwealth agency, the order constitutes the Bidder/Contractor's authority to furnish the item(s) to the agency at the time(s) and place(s) specified in the order. RFQ, as used herein, means Request for Quotations, Invitation for Bids, Invitation to Qualify, or Request for Proposals, as appropriate. Item Material/Service Est Qty UOM Net Price Per Unit Total Desc 10 ACQUISITION 0.00 0.00 1 0.00 SERVICES --------------------------------------------------------------- ------------------------------------------------------------------------ ----------------- 20 DISPOSITION 0.00 0.00 1 0.00 SERVICES --------------------------------------------------------------- ------------------------------------------------------------------------ ----------------- 30 OTHER PORTFOLIO 0.00 0.00 1 0.00 TRANSACTION SERVICES --------------------------------------------------------------- ------------------------------------------------------------------------ ----------------- General Requirements for all Items: Header Text SEE LAST PAGE FOR ESTIMATED TOTAL VALUE INFORMATION Integrated Environment Systems Form Name: ZM_SFRM_STD_MMCO_L, Version 1.0, Created on 05/27/2003, Last changed on 03/29/2005. CHANGE Page 2 of 2 Contract No. 4600013215 Contract Original Approval Date: 03/13/2008 Supplier Name: OXFORD REALTY SERVICES INC Item Material/Service Est Qty UOM Net Price Per Unit Total Desc THIS CONTRACT WILL PROVIDE REAL ESTATE TRANSACTION MANAGEMENT AND BROKERAGE SERVICES FOR THE COMMONWEALTH OF PA, BUT IS RESTRICTED FOR USE BY THE DEPARTMENT OF GENERAL SERVICES, BUREAU OF REAL ESTATE ONLY. COSTARS PROVISION ACT 57 DOES NOT APPLY. COST: PLEASE REFER TO EXHIBIT B - COST SUBMITTAL (AKA APPENDIX D OF THE RFP) FOR THE BASELINE REAL ESTATE PERCENTAGE RATES FOR ACQUISITION, DISPOSITION, AND OTHER RELATED SERVICES. THE SUPPLIER MAY NOT CHARGE MORE THAN THE PERCENTAGE RATES LISTED IN THEIR COST SUBMITTAL; HOWEVER THE BUREAU OF REAL ESTATE MAY NEGOTIATE FOR A LOWER PERCENTAGE RATE THAN WHAT IS LISTED IN THE COST SUBMITTAL. CONTACT: RANDALL G. MCCOMBS OXFORD REALTY SERVICES, INC. D/B/A GVA OXFORD ONE OXFORD CENTRE, SUITE 400 PITTSBURGH, PA 15219 PHONE: 412-395-3428 FAX: 412-395-3409 EMAIL: [email protected] CONTRACT ADMINISTRATOR: Jennifer Habowski DGS Procurement Forum Place, 6th Floor 555 Walnut Street Harrisburg, PA 17101 Phone: 717-703-2937 Fax: 717-214-9505 Email: [email protected] No futher information for this contract. Estimated Total Value: $ 300,000.00 Currency: USD Integrated Environment Systems Form Name: ZM_SFRM_STD_MMCO_L, Version 1.0, Created on 05/27/2003, Last changed on 03/29/2005. PROPOSAL TO PROVIDE: Real Estate Transaction Management and Brokerage Services IN RESPONSE TO: RFP: CN00026690 PREPARED BY: Oxford Realty Services d/b/a GVA Oxford November 19, 2007 Proposal to Provide Real Estate Management and Brokerage Services Commonwealth of Pennsylvania RFP #CN00026690 Table of Contents I. II-1 Understanding the Problem II-2 Offer Qualifications A. List of Relevant Projects Completed by Oxford B. Company Information II-3 Personnel Qualifications II-4 Available Resources II. II-5 Disadvantaged Business Submittal III. II-6 Cost Submittal Worksheet – Appendix D Appendix B – Domestic Workforce Utilization Certification Addendum Number #1 Flyer Number #2 Appendix E – Commonwealth of Pennsylvania/GVA Oxford Experience Proposal to Provide Real Estate Management and Brokerage Services Commonwealth of Pennsylvania RFP #CN00026690 Technical Submittal II-1 Understanding the Problem The budget for personnel needed to support the overworked staff of the Department of General Services (“DGS”) and the Bureau of Real Estate (“BRE”) does not grow in proportion to the demands made upon them. Therefore, in order to satisfy this need for additional support, the Commonwealth seeks to utilize the services of select real estate brokers for specific real estate projects. In working with the BRE, the selected broker will utilize its resources in providing the most cost effective and efficient project solutions to the specific agency in need. The projects will range from Purchase/Acquisition of Space (i.e. purchase of real property, lease of space, lease renewal or extension of space currently leased) to the Sale/Disposition of Property. Sale and Disposition work will include: sale of real property, sublease of leased space (surplus) and termination or buyout of existing lease obligations. The broker is a Service Provider to both the BRE and the Agency. These services will vary, depending upon the specifics of the project selected. Generally they will include: providing thorough and accurate market information and data pertaining to the project. The market information should provide the BRE and the Agency with comparable property or transaction information, opportunities, trends and specifically any activity in the market which will have either a positive or negative impact on the project. The broker should, if requested, be prepared to coordinate all activities related to the project. This may include creation of a project schedule, coordination of property inspections, hiring of third party consultants as well as other duties. The broker should review all pertinent documents related to the project (leases, deeds, appraisals, operating expenses, space plans, etc.). In understanding the goals and objectives of the BRE and the Agency, the broker should provide strategy and “Value Add” solutions to solving the challenges of the project. The broker should use the best practices of private industry to assist the BRE in reducing the overall operation costs of the agencies which it serves. Page 1 Proposal to Provide Real Estate Management and Brokerage Services Commonwealth of Pennsylvania RFP #CN00026690 II-2 Offer Qualifications A. List of Relevant Projects Completed by Oxford Below is a sample list of relevant projects completed by Oxford Realty Services, Inc., d/b/a GVA Oxford (“Oxford”). The list is followed by individual case studies detailing each project along with contact information. • UPMC Headquarters – US Steel Tower – Tenant Representation • Mellon Bank – Negotiation – Advisory, Space Management, Tenant Representation • Duquesne Light Company – Sublease • US Steel Corporation – Acquisition • Hilb, Rogal & Hobbs – Advisory, Tenant Representation • H.J. Heinz Company – Tenant Representation • PNC Financial Services – Advisory, Space Management, Tenant Representation • U-PARC – Landlord Representation • One Oxford Centre – Landlord Representation Client: UPMC Health System Location: Pittsburgh, PA Scope: Tenant Representation – Company Headquarters In early 2007, UPMC announced their move to the CBD. UPMC signed a lease that will place them in the top floors of the largest and tallest office building in downtown Pittsburgh, the US Steel Tower. Oxford represented UPMC in the historic deal that will move them from Oakland to the CBD. Initially, they will lease 185,000 sq. ft. and will expand to as much as 500,000 sq. ft in a 22 year lease term. The major challenge of the deal was its complexity. Anytime you are dealing with 500,000 sq. ft. of office space in a downtown area there will be complexities, but particularly when there are issues such as heliports, independent elevator and mechanical systems and high wall signage. The fact that the occupancy will be staged over the next 5 years presented challenges, as well. By bringing all of Oxford’s disciplines to bear on the task, Oxford and Oxford Development Company were able to overcome these challenges. Property Management, Development and Legal were all involved in assembling the deal. Contact: Margaret Bell, Director of Corporate Real Estate UPMC 200 Lothrop Street Pittsburgh, PA 15213 412-642-8072 Page 2 Proposal to Provide Real Estate Management and Brokerage Services Commonwealth of Pennsylvania RFP #CN00026690 Client: Mellon Bank Location: Pittsburgh, PA Scope: Real Estate Advisory, Space Management, Space Evaluation, Tenant Representation and Design, Development & Construction Consultation When Mellon Financial Corporation faced critical decisions regarding changes in its business mix that impacted its 2.5 Million SF multi-office building campus in downtown Pittsburgh,