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OpenSolicitation RFP769-27-974AW

Real Estate Advisory Services for Institutional Portfolio Planning and Asset Optimization

Buyer
University of North Texas System
Listing location
Texas, USA
Submission deadline
Jan 12, 2027

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What the buyer needs

AI summary

The buyer seeks comprehensive real estate advisory services to support portfolio assessments, lease audits, asset performance studies, and long-range institutional portfolio planning. The selected contractor will also deliver financial analyses, transaction advisory services, property acquisition and disposition strategies, and revenue-generating asset evaluations performed offsite. Only onshore U.S. organizations are eligible to bid. Proposers must submit sealed proposals electronically by January 12, 2027, at 2:00 p.m., and direct all solicitation questions by November 23, 2026, at 2:00 p.m. CST. Evaluation focuses primarily on firm and team qualifications, past performance, procedures and methods, and submittal quality, with a Pricing Alignment Matrix accounting for 10% of the total score. The resulting IDIQ contract plus additional renewals will carry a total financial commitment not to exceed $7,000,000.00.

Scope of work

  • Enterprise-wide portfolio assessments, lease audits, and asset optimization
  • Market analyses, economic feasibility, and competitive benchmarking
  • Transaction advisory services for acquisitions, dispositions, and restructures
  • Appraisal coordination
  • Development of long-range institutional real estate portfolio strategies
  • Evaluating development programs, project financing plans, and conceptual master plans
  • Disposition and adaptive reuse analysis of underused facilities
  • Commercialization planning and revenue-generating asset strategies

How proposals are evaluated

CriterionWeight / scoring
Phase 1: Qualifications Evaluation (Team Experience, Firm Performance, Procedures and Methods, Quality of Submittal)90%
Phase 2: Pricing Alignment Matrix (Criteria A: Evaluated Pricing)10%

Minimum qualifications

  • Possess or demonstrate ability to provide appropriately licensed professionals under Texas law for proposed services
  • Broker or sales agent compliance with Texas Occupations Code Chapter 1101 and TREC rules with active sponsoring broker
  • Minimum of three (3) years of demonstrated experience providing real estate advisory services
  • Demonstrated experience and technical capabilities in one or more identified service categories

Documents to include with your response

  • Completed and signed RFP proposal form
  • Attachment B Pricing
  • Attachment C Proposer Submission Requirements and Qualifications
  • Copy of VetHUB certificate (if applicable)
  • Acknowledgement of RFP addendums
  • Proposed changes to terms and conditions (if any)

How to submit

Method
Electronic submission via Jaggaer portal
Instructions
Submit electronically at https://bids.sciquest.com/apps/Router/PublicEvent?CustomerOrg=UNTS. Incomplete or unsigned proposals will be disqualified.