S06 Lease File Checklist Exhibit 5B.pdf

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IN FILE? TAB 1 REQUIREMENTS DEVELOPMENT REQUIRED NOTE

SF-81 or Other Request for Space Requirements Development Documentation (Needs Interview Checklist, PM Documentation, etc.)

Client Project Agreement (CPA) - Signed Agency Special Requirements (TI Allowance) Agency Specific Requirements (ASR) (TI Turnkey) and Design Schematic GSA Pricing of TI Costs to Confirm Within TI Allowance Vacant Federal Space Check Delineated Area Delineated Area: Rural Development Act Compliance Delineated Area: Justification of Delineated Area Outside CBA

Delineated Area: Contact with Local Officials (Written Notice or Consultation) Performance Documentation for Current Location (Inspection Reports, LAM Comments, etc.)

Notice to FMSP re: Randolph Sheppard FSL Determination: Notification to FPS to Request FLS Determination FSL Determination and Security Requirements Scoring Worksheets (or Scoring Memorandum for Lease Term < 5 years) - Initial Prospectus: Submission/Approval (House and Senate Resolutions) Occupancy Agreement - Draft Occupancy Agreement with Simplified Clauses - Draft Bullseye Report Succeeding/Superseding Lease Analysis Tool Project Management & Acquisition Plan Project Milestone Schedule Evidence of Acquisition Planning/Memo Other: Requirements Development

IN FILE? TAB 2 PRE-SOLICITATION PHASE REQUIRED NOTE

FedBizOpps (FBO) Advertisement using Procurement Summary Template Prospectus: NOL/PBS Commissioner Approval of Draft FBO Advertisement Prior to Posting Generic Monthly FedBizOpps (FBO) Advertisement Receipt of RWA and Certification (required for anticipated TI exceeding the Allowance) Expressions of Interest Market Survey Forms, Market Survey Report, and Agency Concurrence Market Research Supplemental Market Outreach Market Survey Information or Lease Action Summary Justification for Other Than Full and Open Competition (JOFOC) or Memo to File and Supporting Documentation Prospectus: NOL Approval of JOFOC Historic Preservation Compliance Check Floodplain Check NEPA Compliance Source Selection: Plan (Signed) and Related Correspondence

Broker Lease Action

OA Number Lease Number Contracting Officer

Global Model Lease File Checklist

Leasing Specialist/ RGA Project Manager

Agency Location Square Footage Project Number START

36C10F20R0073 | A0004 | UPDATED EXHIBIT 5B

https://docs.google.com/document/d/13c5ixtcRB1dWVZ0qwtwf8esGnd-DAM20feilDNyWPFg/edit

NOL or Regional New Construction Review and Approval Contracting Officer's Certification for Use of Class Action Justification Other: Pre-Solicitation

IN FILE? TAB 3 SOLICITATION PHASE REQUIRED NOTE

Draft RLP Package, including Lease, Special Requirements, and Security Standards FEMA Lease Package Technical Review of Draft RLP Package Prospectus: NOL Approval of Draft RLP Package Legal Review of Draft RLP Package per GSA Order ADM 5000.4B Agency Approval of Draft RLP Package RLP Package Distribution List, including Transmission to Agency, GSA Field Office, and FPS Cover Letter and Procurement Summary Form RLP Package with Attachments - Final Davis Bacon Wage Rates Amendments to RLP Package Updated Davis Bacon Wage Rates (FPR and Prior to Award)

Amendments to Lease Package Correspondence with Offerors Prior to Receipt of Proposals

Other: Solicitation

IN FILE? TAB 4 PRE-NEGOTIATION REQUIRED NOTE

Negotiation Objectives Competitive Range Determination / Notification Seismic Review Fire Protection & Life Safety Review of Prelease Submittals Request for Contractor Support Services for Lease Acquisition (e.g. CQM, Furniture Vendors, Etc.)

Other: Pre-Negotiation

IN FILE? TAB 5 UNSUCCESSFUL OFFER(S) REQUIRED NOTE

Offer and Related Correspondence - Initial Offer(s) and Related Correspondence Offeror's Proof of Property Ownership Offeror's Proof of Authority to Represent Ownership Entity System for Award Management (SAM) System for Award Management (SAM): Active Registration Check (All Awards)

System for Award Management (SAM): Exclusion Check System for Award Management (SAM): Online Representations and Certifications (Reviewed and Included in File) Abstract of Offers Scaling/Measurement of Offered Space Floor Plans

Present Value Analysis (PVA) Evaluation - Initial Offer Deficiencies/Discussions/Negotiations Offer and Related Correspondence - Revised Pre-Award DID Submission(s) and Agency Approval Pre-Award Fire/Safety Approval of DIDs Request for Final Proposal Revision Offer and Related Correspondence - Final

Present Value Analysis (PVA) Evaluation - Final Offer Pre-Award Notice and Rejection Letters Post-Award Notice and Rejection Letters

Pre-Award Notice of Elimination from Consideration Post-Award Notice to Unsuccessful Offeror(s) Post-Award Debriefings/Congressional Inquiries and Responses Protests and Resolution Other: Unsuccessful Offer(s)

IN FILE? TAB 6 SUCCESSFUL OFFER AND AWARD DETERMINATION REQUIRED NOTE

Offer and Related Correspondence - Initial

Due Diligence Letter Offer(s) and Related Correspondence Offeror's Proof of Property Ownership Offeror's Proof of Authority to Represent Ownership Entity System for Award Management (SAM) System for Award Management (SAM): Active Registration Check (All Awards)

System for Award Management (SAM): Exclusion Check System for Award Management (SAM): Online Representations and Certifications (Reviewed and Included in File) System for Award Management (SAM): Foreign Ownership Entity Check Foreign Ownership Notice to Agency Abstract of Offers Abstract of Offers/Present Value Analysis (PVA) Evaluation - Final Offer Building Tour and Agency Concurrence Scaling/Measurement of Offered Space Floor Plans

Initial Offer Present Value Analysis (PVA) Evaluation Notice of Deficiencies/ Discussions/ Negotiations Revised Offer and Related Correspondence Pre-Award DID Submission(s) and Agency Approval Pre-Award Fire/Safety Approval of Layout Drawings Approved Small Business Subcontracting Plan LCRM Pre-Award Assessment Request for Final Proposal Revision Offer and Related Correspondence - Final

Present Value Analysis (PVA) Evaluation - Final Offer Energy Star Label or Cost Effective Energy Efficiency Upgrades (if Exception Applies) Price Negotiation Memorandum (PNM) or Lease Action Summary Legal Review of PNM Per GSA Order ADM 5000.4B Award Determination Memorandum

Source Selection: Initial and Final Evaluation Reports Source Selection: Conflict of Interest and Non-Disclosure Documentation

Source Selection: Source Selection Authority Decision Source Selection: Legal Review of Source Selection Documentation Per GSA Order ADM 5000.4B

Scoring Evaluation or Scoring Memorandum - Revised EISA Compliance Memo Historic Preservation Compliance Check Fire Protection & Life Safety Review of Prelease Submittals Seismic Review & Certification Floodplain Check & Compliance Floodplain Acknowledgement Negotiations of Environmental Remediation NEPA Compliance Responsibility Check Responsibility Check: 2nd Exclusion Check via SAM Responsibility Check: Past Performance Responsibility Check: Financial Responsibility EEO Compliance Review SF3881 - ACH Form Other: Successful Offer and Award Determination

IN FILE? TAB 7 (A) APPROVAL AND FUNDING DOCUMENTS REQUIRED NOTE

Occupancy Agreement (OA) and Recommendation Letter Signed by Agency - Revised Receipt of RWA and Required Certification

BA53 Fund Certification 146-0-2 FEMA Fund Certification Lease - Draft 1364: Successful Offer - Final Legal Review and Comment on Lease - Draft per GSA Order ADM 5000.4B Prospectus: Pre-Award Notification to PBS Commissioner Other: Approval and Funding Documents

IN FILE? TAB 7 (B) LEASE REQUIRED NOTE

Lease Transmittal - Pre-Award (unsigned) Lease Transmittal - Award (executed) Lease - Executed Lease Digital Signature Evidence Confirmation of Lease Delivery to Lessor Lease Amendment - Executed Other: Award

IN FILE? TAB 8 POST AWARD NOTIFICATIONS REQUIRED NOTE

Posting of Award Synopsis on FedBizOpps (FBO) Posting of Redacted Justification for Other Than Full and Open Competition on FBO Lease/Amendment Distribution to Agency, Field Office, and FPS

Non-Fully Serviced Lease Information Worksheet to PMC

Randolph Sheppard Post-Award Notification to FMSP Notification and Transmittal of Approved Small Business Subcontracting Plan to SBA Area Director Other: Post Award Notifications

IN FILE? TAB 9 POST AWARD REQUIRED NOTE

Design Intent Drawings (DIDs) - Approved Fire/Safety Review and Approval of DIDs Finish Selections to Lessor Construction Drawings from Lessor Construction Drawing Review by Government Lessor's TI Construction Bids on TICS Table Notification to Contract Specialist/1102 Procuring Space Build Out Lessor's BSAC bids on SecUP (FSL III or IV) Government Review of TI Costs and/or IGE Government's Review of BSAC pricing and/or IGE (FSL III or IV)

TI/BSAC PNM

Receipt of RWA and Required Certification TI/BSAC Notice to Proceed Issued Construction Inspection Reports/Meeting Minutes/Submittals Davis Bacon Interview Forms and Wage Payment

Small Business Subcontracting Reports (ISRs and SSRs) Change Orders Related to Initial Occupancy Acceptance of Space

Acceptance of Space: Space Measurement Verification Acceptance of Space: Certificate of Occupancy

Acceptance of Space: Condition Survey Report (or Similar Document) Signed by GSA, Agency and Lessor Acceptance of Space: Punch List and Resolution TI Cost Reconciliation Periodic Services Schedule Periodic Services Schedule to Lease Administration Manager Lease COR Letter(s) COR Letter Transmitted to Designated Agency Representative or Field Office COR Letter Transmitted to Lessor

Occupancy Agreement (OA) and Evidence of Transmittal to Agency - Final LEED or Green Globes Certification Other: Post Award

IN FILE? TAB 10 ADMINISTRATION REQUIRED NOTE

Operating Cost Escalations Tax Escalations/Appeals Change of Ownership Lease Digest (R620) RWA's Properly Certified Miscellaneous Correspondence Appeals/Claims/Disputes Appeals/Claims/Disputes: Correspondence Appeals/Claims/Disputes: Contracting Officer Decision Appeals/Claims/Disputes: Resolution Appeals/Claims/Disputes: Unresolved Claim(s) Appeals/Claims/Disputes: Civilian Board of Contract Appeals or Claims Court Decision Appeals/Claims/Disputes: Payment CAD As-Builts to CIFM Real Estate Tax: Checklist Real Estate Tax: Bill Real Estate Tax: Evidence of Payment/Receipt Real Estate Tax: Analysis Worksheet Real Estate Tax: Letter Real Estate Tax Notice: Appeal Real Estate Tax Notice: Change in Building Assessment Real Estate Tax Notice: Change in Tax Rate Real Estate Tax: Lessor's Request for Approval to Protest Real Estate Tax: Other Supporting Document Real Estate Tax: Tax Invoice Proof of Ownership Other: Administration

Lease File Checklist