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Optimal Experience

Otis Daniel III

 

Atlanta, Georgia

E-mail otisdaniel3@gmail.com

Phone: 770.820.2530

danielconsultingatl.com

OtisHeadshot-1.jpg
Professional Info​

Financial Services Compliance Professional with over twenty-eight (28) years of experience in Large and Small Bank and Non-Bank Financial Institutions. Leads and executes Regulatory, Corporate, and Enterprise Strategic Plan disciplines with a shared mission/vision in delivering optimal community and customer (internal and external) with precise regulatory focus and concentration. A proven record of accomplishment in building, enhancing, improving, and maintaining strong compliance programming and performance. Self-motivated individual with exceptional analytical, managerial, leadership, coaching/development, and relationship-building skills, possessing fundamental values in integrity, honesty, and teamwork. Specialized skill set with tactical ability in solid Compliance Management System (“CMS”) programming, engaging Board of Directors, Senior and Mid-Level Management, Peers, Staff, Supervisory Agencies, Customers, and the Community. Manages and prioritizes multiple responsibilities and areas of coverage. Ensures adherence to regulations, corporate policies, and procedures to maintain and increase performance and ratings.

Work Experience

12/21/2020 to Present

Federal Aviation Administration: College Park, GA

Job Title: Realty Specialist

  • I have extensive experience with real estate policies, processes, and procedures that involve acquiring, managing, or disposing of realty property.

  • Experience with market research and market analysis.

  • My current role is as a Realty Specialist, providing services in real property acquisition, management, and disposal duties supporting the National Airspace System (NAS). Performs work assignments under the limited direction of a manager or other experienced professionals.

  • I manage large dollar amounts of projects, congressional interest, significant environmental impact, and large displacements and relocations of individuals, businesses, and other components.

  • Creates detailed plans, including tasks, milestone dates, and schedules, to ensure proper sequencing of events and effective tracking of processes and costs throughout the program and project life cycles.

  • Evaluates programs and projects to find ways to achieve goals with minimal disruption to workers and mission operations, ensuring timely adherence to directions and schedules.

  • Engages in regular planning sessions, maintains effective communication with staff, provides updates on work status and progress, and oversees ongoing activities.

  • Defines program objectives and metrics for assessing when these objectives are achieved.

  • Oversees both short-term and long-term planning, including multi-year work plans derived from subordinate organizational projects and programs.

  • Drafts guidance and directives for program management and reporting.

  • Develops and implements a comprehensive evaluation system to review and analyze proposed costs, program development, and performance.

  • Participates in meetings with internal and external stakeholders to assess program status, milestones, and coordination, identifying potential issues early and creating action plans for improvement.

  • Complying with all applicable federal, state, and local laws, regulations, policies, and procedures in the FAA Acquisition Management System (AMS) or other governing rules, such as the Federal Acquisition Regulation.

  • Negotiating, acquiring, administering, disposing, and executing the condemnation of real estate and utility contracts and transactions.

  • Planning and estimating budgets for customers, performing related project planning, and preparing timelines for project completion.

  • Applies experience and advanced knowledge applicable to reality to plan and conduct functional activities for projects and programs. Assignments frequently require expertise and experience working across operational and organizational lines.

  • Reviews actual property acquisition requests to determine validity and adequacy by assisting customers in defining requirements, drafting or revising specifications, exploring lease or purchase options, and correcting deficiencies in acquisition requests.

  • Conducted feasibility studies and market analyses, used appraisal documents to determine the fair market value of desired properties, acquired title searches, researched environmental issues, and performed similar reviews to advise customers on concerns and alternatives.

  • Provided support to requiring organizations to define and analyze requirements, including exploring viable options.

2/2020 to 12/21/2020

Martek Global Service: Bethesda, MD

Job Title: LSSC Site Supervisor Eastern Service Area 

Serve as the Site Supervisor and liaison for the FAA Real Estate Contracting Officers in managing the overall administration of the FAA real estate acquisition process, including training negotiation, acquisition, contract administration, termination of contracts/ transactions, condemnation of property, and the land/ space lease renewal process.

  • Managed a team of 15 Junior and Senior Real Estate Analysts who, in conjunction, support the overall administration of the FAA real estate acquisition process, including training, negotiation, acquisition, contract administration, termination of contracts/ transactions, condemnation of property, and the land/ space lease renewal process.

  • Ensure all deliverables comply with the QCP in accordance with COR guidelines. Collaborate with the FAA to address and document corrective actions whenever necessary before FAA acceptance of deliverables.

  • Develop, prepare, create, document, and complete progress reports to ensure and contain all essential and relevant information that meets COR approval of content and guidelines and is prepared in accordance with the Statement of Work (SOW) for the following:

    • Memorandum of Agreements (MOA’s)

    • PRISM Funding Requests

    • Documentation of Land Surveys

    • Utility Tracking Progress Reports

    • Progress Report for Appraisal Documentation

    • Land & Space Lease Documentation

    • Succeeding Lease Agreement

    • Out-Grants Documentation

    • Housing Documentation

    • Post Occupancy Support Documentation

    • Real Estate Source, SLA, and Lease Recording Documentation

    • Ownership Documentation

    • Progress Report for Real Estate Administrative Support

  • Guide less experienced professionals. Leads Ad-Hoc teams of customers and specialists to prepare acquisition requests.

  • Review real property acquisition requests to determine validity and adequacy, explore options for lease or purchase, and otherwise correct deficiencies in acquisition requests.

  • Conduct market analysis and appraisal reviews to determine the fair market value of desired properties. Coordinate and review title searches, research environmental issues, and perform similar reviews to advise customers on concerns for alternatives.

  • Prepare acquisition plans to include acquisition strategies.     Use direct purchase, condemnation, interdepartmental transfers, interdepartmental agreements, donations, and leases.

  • Train and on-board new hires. Coordinate assignments between Junior and Senior Real Estate Analyst and RECOs.

 

11/2017 to 2/2020

Subsystems Technologies Inc.: Arlington, VA 

Job Title: LSSC Real Estate Specialist ESA 

Served as a Team Lead and liaison for the FAA Real Estate Contracting Officers in managing the overall administration of the FAA real estate acquisition process, including training negotiation, acquisition, contract administration, termination of contracts/ transactions, condemnation of property, and the land/ space lease renewal process.

  • Reviewed real property inventory to identify excess property, alternative uses, required maintenance, and similar issues to be entered into the Real Estate Management System (REMS) on real property inventory.

  • Managed disposal of real property either through termination of leases, transferring with the report of excess to the General Services Administration, transfer agreements to private landowners, or direct sale of property using FAA’s authority, keeping in compliance with the policies and procedures of the FAA Acquisitions Management System (AMS).

  • Created lease agreements and supplemental lease agreements that are consistent with FAA Mission Guidelines and Development Memorandum of Agreements (MOA) FAA approval.

  • Guided property owners and third-party vendors regarding the Federal Aviation Administration Real Estate Process.

  • Created Purchase Orders and Requisitions using PRISM- 7 Acquisition Management Software to request and obligate funds for lease payments or miscellaneous rent bill adjustments.

  • Updated and maintained real estate data within systems that track and administer procurement and billing information.

  • Utilized the Real Estate Management Systems (REMS) and Real Estate Tracking System (RETS) to manage lease agreements on behalf of the federal government, using sound business judgment, persuasive techniques, and conflict resolution tools to achieve the goal of obtaining fair and favorable terms and conditions, in the best interest of the government.

  • Supported required organizations in defining and analyzing requirements, including exploring variable options.

  • Complied with all applicable federal, state, and local laws, regulations, policies, and procedures in the Federal Aviation Administration Acquisition Management System (AMS), applicable laws, or governing regulations.

  • Negotiated, acquired, administered, disposed, and executed the condemnation of real estate and utility contracts and transactions.

  • Planned and estimated budgets for customers.

  • Performed related project planning, including preparing timelines for project completion.

  • Provided assistance and support to customers in defining requirements and submitting requisitions and similar requirements documentation.

  • Reviewed real property draft acquisition requests to determine validity and adequacy.

  • Analyzing and providing technical advice and direction in developing and implementing real estate policy.

  • Assisted customers in defining requirements, drafting, or revising specifications.

  • Coordinated efficient space design and layout by overseeing construction activities related to a customer’s initial or post-occupancy space alterations.

  • Reviewed space requests, developed housing strategies, and consulted with agencies on their requirements (amount, type, layout, and space location). Worked with customers in developing their complex space specifications

  • Analyzed the existing space inventory for available Government-controlled space to satisfy customers' space requirements. Consulted and advised the customer regarding the release and reduction of space

  • Ensured contractual documents/leasing information and final decisions are, adequately documented and input into the appropriate system.

  • Performed real estate administration functions for space provisions, including changes in the type of services received, enforcement of lease provisions, etc.

  • Oversaw and enforced leases, modifying complex space provisions to reflect changes in ownership, the amount and configuration of space, and types of service received.

  • Made final award determinations, verifies the existence of necessary approvals for funding availability, and awards, and executes lease.

  • Acquired leasehold interests in space for assigned customers with complex space requirements; solicited offers; developed, defined, and negotiated lease terms and conditions; performed cost and price analyses of offers; incorporated complex modifications of terms and conditions into the lease; and prepared and signs approval documents necessary to award the lease.

  • Prepared and maintained current acquisition plans, strategies, and appropriate milestone charts and schedules. Identifies customer space requirements.

  • Performed comprehensive market surveys and building inspections to see if the offered space is suited to meet customer requirements.

  • Explored options for lease or purchase and otherwise correcting deficiencies in acquisition requests.

  • Conducted feasibility studies, market analysis, and appraisal reviews to determine the fair market value of desired properties.

  • Performed title searches, researched environmental issues, and performed similar reviews to advise customers on concerns and alternatives.

  • Prepared acquisitions plan for Plan of Action Meetings to include determining acquisition strategy.

  • Obtained appraisal for purchase by contracted appraiser.

  • Conducted and gathered market survey information.

  • Negotiated and signed property acquisition leases and agreements on behalf of the Federal Aviation Administration.

  • Negotiated and awarded utility contracts for electricity, gas, water, and sewer services and resolved utility issues.

  • Reviewed real property inventory to identify excess property, alternative uses, required maintenance, and similar matters.

  • Provided information to be entered into the real property inventory of the Real Estate Management System (REMS).

  • Prepared responses to inquiries and assisted the Real Property and Utilities Group Manager, Supervisors, and Senior Specialists in responding to more complex oral and written inquiries.

 

9/2017 to Present

Daniel Property & Assets, LLP: Atlanta, GA 

Job Title: Senior Executive Partner & Premiere Real Estate Agent Atlanta, GA

Responsible for leading the firm to manage and remain in overall control of the firm on an operational basis and to deliver the objectives of the Firm.

  • Lead the Management Team in developing the Firm’s business and operational plan, including budgets, to achieve maximum profitability, for approval by the partners at appropriate times.

  • Maintain relationships with clients by providing support, information, and guidance; researching and recommending new opportunities; recommending profit and service improvements on real estate development projects.

  • Collaborate with architects, contractors, city and county officials, real estate agents, city development planners, and other professionals to ensure the success of real estate proposal execution.

  • Served as a liaison for clients, real estate agencies, buyers/sellers, closing attorneys, title companies, mortgage companies, and specialized property contractors.

Professional Organizations/ Recognition & Awards

Georgia Real Estate Licensed

Georgia Loan Officer Licensed

Virginia Real Estate Licensed

Georgia Board of Realtors   

Project Management Institute Member

 

Skills

Consumer Protection Regulations

Fair Credit Reporting Act (FCRA)

Board & Management Reporting & Engagement

Settlement Agreement Management

Policy & Procedure Management

New/ Revised Laws & Regulations Management

DOT Real Estate Management System

PRISM/ Delphi

IRWA (Easement Valuation Certification)

Managing Scope, Schedule, & Cost

Community Reinvestment Act (CRA, HUD/FHA)

Compliance Examination Management

Fair Responsible Banking (FRB)

Merger/ Acquisition Due Diligence

Strategic Planning & Execution

Risk Assessment & Analysis

Microsoft Technology Specialist

FAA Real Estate Tracking System (RETS)

UMA Utility Management

SAP, CRM, FI/CO, AMS, REMS

Federal Home Loan Banks Statutes

Acquisitions & Disposition Specialist

Federal Reserve Board System

Federal Deposit Insurance Corporation (FDIC)

Federal Home Loan Banking (FHLB)

U.S. Department of Housing & Urban Development (HUD/ SCRUM/ AGILE)

Government Bidding 

Private Sector Bidding

Real Property Financial Management Tool (RPFMT)

AMS/FAR

PRISM 7.2 CO/ CS Award Modification & Close Out Course

PRISM P-Card Module Award

PRISM 7.2 Introduction to Contracting Officer/ Specialist Buyer Course

FAA Insider Threat Detection Mitigation Program

PRISM 7.2 Introduction to Requisitions

FY 18 Records Management 101

PRISM 7.2 CO/ CS Award Type: Purchase Order Course

PRISM 7.2 Milestones

FY20 Information Security and Privacy Awareness Training (SAT)

Real Estate Hot Topics

ASH SAVI

Acquisition Management Cycle (AMS)

Introduction to Acquisition Managment Cycle 

Project Management Introduction 

Contract Negotiation Techniques

ABAAS Familiarization Workshop

Appropriations Law Seminar

Property Descriptions (IRWA)

FAA Advance Real Estate Course

Project Management Basics/ MCI Project Management Course

Federal Real Property Lease Law

Cost Estimating

OBIWAN

FRAMES

Appropriations Law for FAA Acquisition Professionals

FAA Condemnation

Independence Government Cost

FAA Space Lease

Education​
Clark Atlanta University- Atlanta, GA

​9/1989 - 5/1993

Undergraduate: Finance/ Economics Emphasis


Realtor Continuing Education Programs

Barney Fletcher College

Georgia MLS

Project Management Institute (PMI)

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