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Commercial Real Estate Lease Proposal Form

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LEASE PROPOSAL FORM

THE OFFEROR

CREDIT REFERENCES (Please provide three verifiable references as noted below):

BANK REFERENCE:

TRADE REFERENCE:

TENANT REFERENCE:

QUALIFICATIONS (Please provide information as noted below):

COMMERCIAL DEVELOPMENT EXPERIENCE:

(Please provide brief narrative detailing size and nature of properties developed, locations and tenancies. A copy of your company’s professional brochure may be attached to this proposal as additional information.)

COMMERCIAL PROPERTY MANAGEMENT EXPERIENCE:

(Please provide brief narrative detailing size and nature of properties managed, professional designations in property management, if any, landlord/tenant relationships with other governmental entities, etc. A copy of your company’s professional brochure may be attached to this proposal as additional information.)

LEASE PROPOSAL FORM Page Two

COST OF THE FACILITY

RENT SCHEDULE: Please fill in the blanks below with each years’ rent. The RFP requests a full-service lease. If any expenses such as utilities or janitorial service are not included in the rent, please note on the line below the rent schedule.

Initial Lease Term Annual Rent Rent per Sq Ft per Year* Option Period Annual Rent Rent per Sq Ft per Year*
Year 1$ $ Year 6$ $
Year 2$ $ Year 7$ $
Year 3$ $ Year 8$ $
Year 4$ $ Year 9$ $
Year 5$ $ Year 10$ $
Years 1-5$ $ Years 6-10$ $

ITEMS NOT INCLUDED IN RENT:

RENT ESCALATION PROVISIONS: The State prefers a flat lease rate during the Initial Lease Term. Proposals without escalations will be given the highest points. All others will be prorated according to the perceived degree of cost exposure to the State.

CONSUMER PRICE INDEX

BASE YR: YES NO % CAP

FIXED INCREASE

%: /Sq Ft*: YES NO

BASE YR EXPENSE STOP

Base $/Sq Ft*:

Taxes Insur Util Janit Common Area Maint % Cap

DIRECT PASS-THROUGH OF BUILDING EXPENSES

% OF BLDG AREA:

DETAIL OF COMMON AREA MAINTENANCE EXPENSE (i.e., what would be charged as Common Area Maintenance)

LEASE PROPOSAL FORM Page Three

COST OF THE FACILITY (CON’T)

TENANT FINISH ALLOWANCE: The State prefers the facility be finished according to the desired needs and specifications of the agency. Since we do not wish to expose the agencies to any unanticipated financial outlay, we require that all potential tenant finish costs be disclosed.

Allowance for Tenant Finish: $

Based upon:

Does the Tenant Finish Allowance include space planning cost and architectural fees? If so, how much is estimated towards these costs? $

Do you anticipate that the agency’s stated needs will exceed the Tenant Finish Allowance as noted above? (Yes) (No) If yes, Cost: $

Please provide any recommendations to reduce the tenant finish cost to the Lessor:

PHONE/DATA WIRING ALLOWANCE: The State prefers the data and phone wiring be performed by the Lessor to minimize disruptions to the Agency and damages to the facility.

Allowance for Data/Phone Installation: $

Based upon:

LESSOR INCENTIVES TO LEASE SPACE:

Rent Discount For Annual Prepayment Of The Lease: .

Moving Expense Reimbursement: $ .

Additional Services:

Other Incentives:

LEASE PROPOSAL FORM Page Four

THE FACILITY

SQ FT: (Usable) (Net Rentable) (Gross) Load Factor:

Please attach a floor plan to this Lease Proposal which will indicate how the Proposed Facility will fit within the configuration of the building.

DESCRIPTION OF FACILITY:

(Date of Construction)

(New Construction) (To Be Built) (To Be Renovated) (As Is)

(Single User Facility) (Multi-tenanted Bldg.)

(Single-Story Bldg) (Multi-storied Bldg - # of Floors - Floor Plate Size )

Would any expansion areas be available to the State in the future? (Sq Ft) (No)

QUALITY OF LEASED SPACE:

Carpet weight: Windows: Single glazed Double glazed

Window coverings: (Exterior windows) (Interior windows)

Class of Bldg:

Type of HVAC System:

Offeror agrees to meet or exceed the handicapped accessibility requirements by ADA, including the interior of the facility and all site improvements. (Yes) (No) Exceptions, if any

PROPERTY AMENITIES:

PROFESSIONAL STAFF:

ARCHITECT:

ENGINEER:

LEASE PROPOSAL FORM Page Five

THE FACILITY (CON’T)

SPACE PLANNER:

PROPERTY MANAGEMENT: (On-site) (Off-site, located @ )

SERVICES INCLUDED IN LEASE:

Utilities: Electricity Gas Water Sewer Other

Janitorial Service, with a frequency of times per week.

Snow Removal Landscape Maintenance Security Patrol/Service

Facility Maintenance and Repair

PARKING:

() () ()

Parking is (Off-street) (On street) (Paved) (Gravel)

Would a secured or fenced parking area be available for State vehicles? (No)

Would there be any cost for the use of this parking? (Yes) (No) If yes, Cost: $

SITE:

() () Is a design review required? (Yes) (No)

Will the current zoning designation present any timing issues:

Are public utilities available to the site? (Yes) (No) . If no, detail potential issues and proposed resolution:

Has a Phase One Report been completed? (Yes) (No) Are there any known environmental issues? (Yes) (No)

If yes, detail potential issues and proposed resolution:

Are there any anticipated land development issues: (Yes) (No) If yes, detail potential issues and proposed resolution:

Is exterior lighting in the parking/loading areas planned for the site (or already in place)? (Yes) (No)

LEASE/PURCHASE OPTION

The Offeror would provide a lease/purchase option for this facility: (Yes) (No)

Proposed Purchase Price Year of the Lease Comments and Terms of Purchase

LEASE PROPOSAL FORM Page Six

LOCATION OF THE FACILITY

LOCATION OF THE FACILITY:

NEAREST CROSS STREETS:

ADJACENT PROPERTY USES:

to the East

to the West

to the North

to the South

PROXIMITY TO BUS ROUTE:

PROXIMITY TO FEDERAL, STATE AND LOCAL AGENCIES WITHIN 1 MILE RADIUS:

BENEFITS OF THIS LOCATION TO THE STATE:

CERTIFICATIONS

1. I hereby certify that I am authorized to act on behalf of the firm, individual, partnership, corporation or association making this proposal and that all statements made in this document are true and correct to the best of my knowledge. I agree to hold this offer open for a period of ninety (90) days from the deadline for receipt of proposals unless the property is leased to another party; or, if I am selected as the Top-Ranked Offeror, for such further period as is necessary for obtaining Lease signature and approval. If the proposed property is leased to another party, I agree to immediately notify the Division of Public Works in writing so the property may be removed from consideration.

2. It is the objective of the Division of Public Works to obtain the highest quality space at a competitive market rate. All terms listed in the proposal shall be subject to negotiation between the Offeror and the committee. No understanding, whether oral or written, whether made prior to or contemporaneously with the lease negotiations, shall serve to enlarge, modify, limit or otherwise affect the terms and conditions as ultimately detailed in the executed Lease Agreement.

3. I understand and agree to be bound by the conditions contained in the Request for Proposal and shall conform with all requirements of the Request for Proposal.

Name:

Offeror Signature:

Title:

Date:

CAUTION: Any incomplete items in this proposal form may cause proposal to be discarded.

Enter text✕

What the Commercial Real Estate Lease Proposal Form Is

Commercial Real Estate Lease Proposal Form is a standardized document used by landlords, brokers, and prospective tenants to propose lease terms for commercial space. It summarizes parties, premises, proposed rent, duration, permitted uses, security deposit, tenant improvements, and key deadlines. The form supports clear negotiation by documenting financial terms, responsibilities, and contingencies before drafting a formal lease. When completed accurately it becomes the basis for lease negotiation and final contract drafting, and it can be exchanged electronically and signed under ESIGN and applicable state laws when the parties consent to e-signatures.

Why a Clear Proposal Form Matters

A clear Commercial Real Estate Lease Proposal Form streamlines negotiations, reduces misunderstandings, and documents agreed material terms in writing. It preserves business points for attorneys and brokers, shortens lease drafting time, and establishes deadlines and financial commitments that support enforceable agreements.

Why a Clear Proposal Form Matters

Who Prepares and Reviews These Proposals

Brokers, landlords, tenants, property managers, and corporate real estate teams commonly prepare or review the Commercial Real Estate Lease Proposal Form.

  • Commercial landlords and owners seeking consistent tenant proposals and financial commitments.
  • Tenant representatives and companies evaluating space, budget, and buildout obligations.
  • Brokers and leasing agents coordinating offers and tracking timelines during negotiations.

Legal counsel and title agents may also review proposals before preparing the final lease to ensure enforceability and compliance.

Core Elements to Include in a Professional Proposal

A professional Commercial Real Estate Lease Proposal Form captures the critical elements that form the basis of a binding lease and ease transition to contract drafting.

Parties

Identify landlord, tenant, and guarantors by full legal name, entity type, and contact details; include EIN or taxpayer ID when tax reporting is expected.

Premises

Describe the premises precisely with address, suite, square footage, rentable vs usable area, and any included common areas or reserved parking.

Rent & Payment

State base rent, escalation method, payment frequency, late fees, CAM or NNN responsibilities, and acceptable payment methods or delivery instructions.

Term & Commencement

Specify lease term length, proposed commencement and expiration dates, renewal options, and any rent abatement or free rent periods.

Tenant Improvements

List tenant improvement allowance, allowance disbursement method, responsibility for contractors, and acceptance criteria for finished work.

Contingencies

Add conditions such as landlord approvals, zoning compliance, environmental review, financing contingencies, and required municipal permits.

Step-by-Step: Preparing and Circulating the Form

Follow these steps to prepare and circulate a Commercial Real Estate Lease Proposal Form for negotiation and electronic signing.

  • 01
    Gather Information: Collect legal names, tax IDs, and current lease dates.
  • 02
    Define Terms: Specify rent, term, utilities, and permitted uses clearly.
  • 03
    Attach Exhibits: Include floor plans, survey, and TI estimates as exhibits.
  • 04
    Send for Signature: Use e-signature or deliver to authorized signers within deadline.

Online Workflow Settings for Consistent Routing

Configure an online workflow that enforces required fields and routes the Commercial Real Estate Lease Proposal Form to appropriate signers.

Field Configuration
Authentication Email link, SMS code, or SSO per document sensitivity.
Field Types Signature, initials, dates, checkboxes, and conditional fields.
Conditional Logic Show or hide exhibits based on tenant selections.
Notifications Auto-notify signers, CC parties, and record completed events.

Technology and Integration Considerations

Technical requirements and integrations for distributing and signing the Commercial Real Estate Lease Proposal Form.

  • Integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace, and Box integrations available.
  • File Formats: PDF, DOCX, and fillable PDF formats are supported for upload.
  • Authentication: Email, SMS, knowledge-based, and SSO options can be configured.

Ensure the chosen platform supports ESIGN and UETA compliance, audit trails, and any industry-specific controls such as HIPAA BAAs for healthcare-related lease matters.

Where to Send and How Documents Are Filed

Common routing options for delivery and filing of the signed Commercial Real Estate Lease Proposal Form.

  • Upload Document: Store signed copy in cloud repository and attach to transaction file.
  • Assign Signers: Add landlord, tenant, broker, and attorney in signing order.
  • Execute Signatures: Signers authenticate, review, and sign electronically or in person.
  • Archive Record: Save executed form, audit trail, and exhibits for retention.

eSignature Vendor Comparison for Lease Proposal Workflows

Comparison of common eSignature providers on entry-level price, basic trial availability, bulk send, audit trail, HIPAA support, and envelope limits.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes (Business Premium) Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes (BAA) Yes (BAA) Yes (BAA) No No
Envelope Cap No cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Security and Compliance Features to Track

Encryption: TLS 1.2/1.3; AES-256 at rest
Audit Trail: Timestamp, IP, and action log
HIPAA: BAA available when required
Authentication: Email, SMS, KBA, SSO
Certifications: SOC 2 Type II, ISO 27001
Accessibility: WCAG 2.0 Level AA support

Potential Risks and Consequences of Errors

Unenforceable Terms: Ambiguous terms may void obligations
Incorrect Parties: Wrong names delay or invalidate execution
Missing TIN: Triggers 24% backup withholding
Late Deposits: May forfeit priority or option rights
Improper Notarization: Can impede recording or enforcement
Data Breach: Leads to regulatory and reputational costs

Common Preparation Mistakes to Avoid

  • Using vague rent language or undefined escalation formulas that create disputes during lease drafting.
  • Failing to specify premises boundaries, square footage method, or included common-area allocations leading to measurement conflicts.
  • Omitting signer capacity details (title or authority) which can require re-execution and delay closing.
  • Neglecting to attach required exhibits and permits that are conditions precedent to occupancy.

Real-World Examples of Form Usage

These examples show how mid-market and small real estate firms use the Commercial Real Estate Lease Proposal Form during leasing cycles.

Martin Properties

Tim Martin of Martin Properties uses the form to standardize offers across multiple retail listings and accelerate tenant decisions.

  • Closed negotiations in under one week.
  • "I can process and execute all of these documents online with 100% compliance and built-in security. Whether on mobile or working offline, I can get forms back to their necessary parties efficiently."

Optica Ventures LLC

Brian Fitzgibbons at Optica Ventures uses the proposal form to align investment criteria with lease terms before drafting legal documents.

  • Reduced revisions and attorney review time.
  • "The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers."

Typical Signers and Their Authority

Leasing Manager

A leasing manager or property asset manager typically prepares proposals, negotiates commercial terms within delegated authority, and coordinates approvals; ensure their authority is documented when execution is required.

Authorized Officer

An authorized officer or corporate signatory must sign if the tenant is an entity; confirm corporate resolution or power of attorney when authority is not evident to avoid later challenges.

Milestones from Proposal to Lease Execution

Key milestones from proposal issuance through lease execution for a typical commercial lease transaction.

01

Proposal Issued

Document delivered to prospective tenant with stated validity period.

02

Response Deadline

Tenant returns acceptance, counteroffer, or rejection by specified date.

03

Deposit Due

Initial deposit or good-faith payment submitted per proposal terms.

04

Lease Execution

Formal lease drafted, reviewed by counsel, and fully executed by parties.

Frequently Asked Questions and Practical Answers

Answers to common questions about completing, signing, and correcting a Commercial Real Estate Lease Proposal Form.


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