EXPERIENCE & CAPABILITIES - ProcurePoint | One … · Web viewReal Estate Sales Agent 2017 – 2019 Template 2 – Experience and Capabilities V1.4Page 1 of 8 APPLICATION FOR PREQUALIFICATION

EXPERIENCE & CAPABILITIES

Property Type 1 - ResidentialPlace an ‘x’ in each relevant box to indicate your preferences for responding to tendering opportunities for relevant Property Type 1 - Residential projects in the value category/ies applicable to your agency. (Tick all that apply; refer NSW Regions attached to this document). The capabilities selected should relate to your core business.

Provide three (3) examples per capability selected for categories A01 – A16 (i.e. EVERY box ticked requires three (3) examples) that demonstrate experience in similar transactions. (Refer to example scenarios attached to this document.) For small and medium sales (V01 & V02) examples must be within 12 months of the application submission date. For large and major sales (V03 & V04) examples must be within 24 months of the application submission date. Please ensure that the category selections in the eTender application match those marked here and ensure that all examples are clearly referenced. (Category selection in the form of radio buttons is completed in the “Capability” section 5 of the application – after the questionnaire.)A01 Cumberland/ Prospect A09 Central WestA01-V01 Small Sales (up to $600K) A09-V01 Small Sales (up to $600K)

A01-V02 Medium Sales ($600K to $5M) A09-V02 Medium Sales ($600K to $5M)

A01-V03 Large Sales ($5M to $15M) A09-V03 Large Sales ($5M to $15M)

A01-V04 Major Sales (over $15M) A09-V04 Major Sales (over $15M)

A02 Nepean A10 Orana/Far WestA02-V01 Small Sales (up to $600K) A10-V01 Small Sales (up to $600K)




A03 Northern Sydney A11 Riverina MurrayA03-V01 Small Sales (up to $600K) A11-V01 Small Sales (up to $600K)




A04 Inner West A12 Far North CoastA04-V01 Small Sales (up to $600K) A12-V01 Small Sales (up to $600K)




A05 South East Sydney A13 Mid North CoastA05-V01 Small Sales (up to $600K) A13-V01 Small Sales (up to $600K)




A06 South West Sydney A14 New EnglandA06-V01 Small Sales (up to $600K) A14-V01 Small Sales (up to $600K)




A07 Central Coast A15 IllawarraA07-V01 Small Sales (up to $600K) A15-V01 Small Sales (up to $600K)




A08 Hunter A16 Southern HighlandsA08-V01 Small Sales (up to $600K) A16-V01 Small Sales (up to $600K)




APPLICATION FOR PREQUALIFICATION SCHEMEReal Estate Sales Agent 2017 – 2019Template 2 – Experience and Capabilities V1.4 Page 1 of 8


Property Type 2 – Other: Commercial/retail/industrial/vacant landPlace an ‘x’ in each relevant box to indicate your preferences for responding to tendering opportunities for relevant Property Type 2 – Other: Commercial/retail/industrial/vacant land projects in the value category/ies applicable to your agency. (Tick all that apply; refer NSW Regions attached to this document). The capabilities selected should relate to your core business.

Provide three (3) examples for categories per capability selected for categories B01 – B16 (i.e. EVERY box ticked requires three (3) examples) that demonstrate your experience in similar transactions. (Refer to example scenarios attached to this document.) For small and medium sales (V01 & V02) examples must be within 12 months of the application submission date. For large and major sales (V03 & V04) examples must be within 24 months of the application submission date. Please ensure that the category selections in the eTender application match those marked here and ensure that all examples are clearly referenced. (Category selection in the form of radio buttons is completed in the “Capability” section 5 of the application – after the questionnaire.)Capability B17 is a category that can be selected by sales agencies that can service the WHOLE OF NSW across all sale values. This only applies to Property Type 2 – Other: Commercial/retail/industrial/vacant land. If this is selected, Capabilities B01 – B16 are to be left blank. Four (4) recent examples must be provided for this capability, which meet the following criteria:

Must be for sales over $10M Must cover each of the subcategories for this property type (commercial, retail, industrial and vacant land. i.e. one for each sub-category)

B01 Cumberland/ Prospect B09 Central WestB01-V01 Small Sales (up to $600K) B09-V01 Small Sales (up to $600K)

B01-V02 Medium Sales ($600K to $5M) B09-V02 Medium Sales ($600K to $5M)

B01-V03 Large Sales ($5M to $15M) B09-V03 Large Sales ($5M to $15M)

B01-V04 Major Sales (over $15M) B09-V04 Major Sales (over $15M)

B02 Nepean B10 Orana/Far WestB02-V01 Small Sales (up to $600K) B10-V01 Small Sales (up to $600K)




B03 Northern Sydney B11 Riverina MurrayB03-V01 Small Sales (up to $600K) B11-V01 Small Sales (up to $600K)




B04 Inner West B12 Far North CoastB04-V01 Small Sales (up to $600K) B12-V01 Small Sales (up to $600K)




B05 South East Sydney B13 Mid North CoastB05-V01 Small Sales (up to $600K) B13-V01 Small Sales (up to $600K)




B06 South West Sydney B14 New EnglandB06-V01 Small Sales (up to $600K) B14-V01 Small Sales (up to $600K)




B07 Central Coast B15 IllawarraB07-V01 Small Sales (up to $600K) B15-V01 Small Sales (up to $600K)




B08 Hunter B16 Southern HighlandsB08-V01 Small Sales (up to $600K) B16-V01 Small Sales (up to $600K)




B17 Whole of stateB17 Sales over $10M


EXPERIENCE & CAPABILITIESEXPERIENCE & CAPABILITIES

Complexities - Either Property Type (Optional)

Place an ‘x’ in each relevant box to indicate your preferences for responding to tendering opportunities for relevant Complex projects.

Provide one (1) example per capability selected for categories C01 – C08 (i.e. EVERY box ticked requires one (1) example) that demonstrates experience in similar transactions. Examples must be within 24 months of submission date. (Refer to example scenarios attached to this document.) Examples already provided for either Property Type 1 or 2 may be referenced for this category if they meet the requirements listed. Include a brief explanation about how the example relates to the complexity. Please ensure that the category selections in the eTender application match those marked here and ensure that all examples are clearly referenced. (Category selection in the form of radio buttons is completed in the “Capability” section 5 of the application – after the questionnaire.)

C01 C02 C03 C04 C05 C06 C07 C08Sale with leaseback

Sale of leasehold

Sale with unresolved planning issues

Sale subject to conditions (e.g. STCA)

Involves heritage assets

Involves considerable public or media comment

Demonstrated access to local and broader market purchasers (domestic and offshore)

Demonstrated any niche market sales (e.g airspace, land/licence sale packages, heritage floor space sales)



Based on the capabilities selected, provide details of successful property sales that your agency has transacted within the last 12 months for small and medium sales; or the last 24 months for large and major sales. Minimum examples required are:

Three (3) examples per capability for categories A01 - A16 and B01 - B16 (i.e. EVERY box ticked requires three (3) examples) Four (4) examples for capability B17. (If this is selected, leave B01 – B16 blank)

Project CVs including sample marketing material may be attached.

Date of Transaction(Month/Year)

Property Type Category & Property Description

Region* and Site Location Value($)

Method of Sale

Key Personnel Involved

e.g. Mar 2016 P2 Land –600m2 vacant land Hunter – 25 High Street, Maitland

$200,000 Auction Sally Smith, Lead sales agentJohn Woods, Auctioneer

* NSW Regions attached.



Applicants that can demonstrate experience in dealing with complex sales may be eligible for prequalification in additional specialist categories. Project CVs supporting your claim may be attached. One (1) or more example/s within the last 24 months must be provided for each complexity (i.e. EVERY box ticked requires one (1) example.) Applicants may reference examples provided above. Examples may relate to either property type. Include a brief explanation about how the example relates to the complexity.

Complexity Category (Optional)C01. Complexity - Sale with leasebackC02. Complexity - Sale of leasehold C03. Complexity - Sale with unresolved planning issuesC04. Complexity - Sale subject to conditions (e.g. STCA)C05. Complexity - Involves heritage assetsC06. Complexity - Involves considerable public or media commentC07. Demonstrated access to local and broader market purchasers (domestic and offshore)C08. Demonstrated any special niche market sales (i.e. airspace, land/licence sale packages, heritage floor space sales, if applicable)

Date of Transaction(Month/Year)

Region* and Site Location

Complexity Category & Project Description Value($)

Method of Sale

Key Personnel Involved


Example Scenarios

Scenario A – If an applicant selects A01-V03 (Residential capability in the Cumberland/Prospect region for large sales), recent examples supplied should be for residential sales between $5M and $15M. If in addition, the applicant also selected C01 (Sale with leaseback) then one of their examples must relate to C01 (Sale with leaseback.) This applicant needs to provide three (3) examples only.

Scenario B – If an applicant selects A03-V02 and B03-V04 for the Northern Sydney region where residential sites sold for circa $4M and their commercial sites sold for circa $16M; this applicant would need to provide six (6) examples.

Scenario C – If an applicant selects A09-V01 with sales of circa $500K, and B09-V01, B09-V02 and B09-V03 with sales ranging from $300k - $10M in the Central West region; this applicant would need to provide twelve (12) examples, due to the fact that they selected four (4) capabilities across multiple value categories.

Scenario D – If a large sales agency has sales experience all over the state of NSW; specialising in commercial property, they select B17. They are required to provide four (4) examples – all for sales over $10M that show evidence of each of the following: commercial, retail, industrial and vacant land sales.

Key

Set A = Property Type 1 – Residential

Set B =Property Type 2 – Other: Commercial/retail/industrial/vacant land

Set C = Complexity Category (Optional)




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EXPERIENCE & CAPABILITIES - ProcurePoint | One … · Web viewReal Estate Sales Agent 2017 – 2019 Template 2 – Experience and Capabilities V1.4Page 1 of 8 APPLICATION FOR PREQUALIFICATION