S06 Lease File Checklist Exhibit 5C.pdf

IN FILE? TAB 1 REQUIREMENTS DEVELOPMENT REQUIRED NOTE

A SF-81 or Other Request for Space X

B Requirements Development Documentation (Needs Interview Checklist, PM Documentation, etc.)

X

C Client Project Agreement (CPA) - Signed X D Agency Special Requirements (TI Allowance) X E GSA Pricing of TI Costs to Confirm Within TI Allowance X F Vacant Federal Space Check X G Delineated Area X

Delineated Area: Rural Development Act Compliance X Delineated Area: Justification of Delineated Area Outside

CBA

X

Delineated Area: Contact with Local Officials (Written Notice or Consultation)

X

H Performance Documentation for Current Location (Inspection Reports, LAM Comments, etc.)

X

I Notice to FMSP re: Randolph Sheppard X

J FSL Determination: Notification to FPS to Request FLS Determination

X

FSL Determination and Security Requirements X

K Scoring Worksheets (or Scoring Memorandum for Lease Term < 5 years) - Initial

X

L Prospectus: Submission/Approval (House and Senate Resolutions)

X If applicable.

M Occupancy Agreement - Draft X N Bullseye Report X If applicable.

O Project Management & Acquisition Plan X P Project Milestone Schedule X Q Other: Requirements Development

IN FILE? TAB 2 PRE-SOLICITATION PHASE REQUIRED NOTE

A Project Specific FedBizOpps (FBO) Advertisement X B Generic Monthly FedBizOpps (FBO) Advertisement X

Prospectus: NOL/PBS Commissioner Approval of Draft FBO Advertisement Prior to Posting

X If applicable.

C Receipt of RWA and Certification (required for anticipated TI exceeding the Allowance)

X If applicable.

D Supplemental Market Outreach X If applicable.

E Other: Pre-Solicitation

IN FILE? TAB 3 SOLICITATION PHASE REQUIRED NOTE

A Prospectus: NOL Approval of Draft RLP Package X If applicable.

B RLP Package with Attachments - Final X C Amendments to RLP Package X If applicable.

D Other: Solicitation

IN FILE? TAB 4 PRE-NEGOTIATION/EVALUATION OF OFFERS REQUIRED NOTE

A Request for Contractor Support Services for Lease

Acquisition (e.g. CQM, Furniture Vendors, Etc.)

X If applicable.

B Other: Pre-Negotiation

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

A Pre-Award Notice of Elimination from Consideration B Post-Award Notice to Unsuccessful Offeror(s) X If applicable.

C Post-Award Debriefings/Congressional Inquiries and Responses X If applicable.

D Protests and Resolution X If applicable.

E Other: Unsuccessful Offer(s)

REFERENCE ABSTRACT OF OFFERS/PRESENT VALUE ANALYSIS (PVA) EVALUATION - FINAL OFFER (TAB 6)

Agency Location Square Footage Project Number OA Number Lease Number Contracting Officer

Lease Action

AAAP Global Lease File Checklist

Leasing Specialist/ RGA Project Manager

36C10F20R0073 | A0004 | UPDATED EXHIBIT 5C

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

A Offer and Related Correspondence - Final B Due Diligence Letter X C Offeror's Proof of Property Ownership X

D Offeror's Proof of Authority to Represent Ownership Entity

X If applicable.

E System for Award Management (SAM) X

System for Award Management (SAM): Active Registration Check (All Awards)

X

System for Award Management (SAM): Exclusion Check X

System for Award Management (SAM): Online Representations and Certifications (Reviewed and Included in File)

X

System for Award Management (SAM): Foreign Ownership Entity Check

X

F Foreign Ownership Notice to Agency X

G Abstract of Offers/Present Value Analysis (PVA) Evaluation

- Final Offer

X

H Building Tour and Agency Concurrence X I Scaling/Measurement of Offered Space Floor Plans X J Approved Small Business Subcontracting Plan X If applicable.

K LCRM Pre-Award Assessment X If applicable.

L Energy Star Label or Cost Effective Energy Efficiency Upgrades (if Exception Applies)

X

M Award Determination Memorandum X In lieu of Negotiation Objectives and PNM.

N Scoring Evaluation or Scoring Memorandum - Revised X O Historic Preservation Compliance Check X

P Fire Protection & Life Safety Review of Prelease Submittals X

Q Seismic Review & Certification X If applicable.

R Floodplain Check & Compliance X S NEPA Compliance X T Responsibility Check X Responsibility Check: 2nd Exclusion Check via SAM X Responsibility Check: Past Performance X Responsibility Check: Financial Responsibility X

U EEO Compliance Review X If applicable.

V Other: Successful Offer and Award Determination

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

A Occupancy Agreement (OA) and Recommendation Letter Signed by Agency - Revised

X

B Receipt of RWA and Required Certification X If applicable.

C BA53 Fund Certification X D Lease - Draft X 1364: Successful Offer - Final X

Legal Review and Comment on Lease - Draft per GSA Order ADM 5000.4B

X If applicable.

E Prospectus: Pre-Award Notification to PBS Commissioner X If applicable.

F Other: Approval and Funding Documents

IN FILE? TAB 7B LEASE REQUIRED NOTE

A Lease Transmittal - Pre-Award (unsigned) X B Lease Transmittal - Award (executed) X C Lease - Executed X Lease Digital Signature Evidence X

D Confirmation of Lease Delivery to Lessor X E Lease Amendment - Executed X If applicable.

F Other: Award X

IN FILE? TAB 8 POST AWARD NOTIFICATIONS REQUIRED NOTE

A Posting of Award Synopsis on FedBizOpps (FBO) X

B Lease/Amendment Distribution to Agency, Field Office, and FPS X

C Non-Fully Serviced Lease Information Worksheet to PMC

X If applicable.

D Randolph Sheppard Post-Award Notification to FMSP X

E Notification and Transmittal of Approved Small Business Subcontracting Plan to SBA Area Director X If applicable.

F Other: Post Award Notifications

IN FILE? TAB 9 POST AWARD REQUIRED NOTE

A Design Intent Drawings (DIDs) - Approved X B Fire/Safety Review and Approval of DIDs X C Finish Selections to Lessor X D Construction Drawings from Lessor X E Construction Drawing Review by Government X F Lessor's TI Construction Bids on TICS Table X G Lessor's BSAC bids on SecUP (FSL III or IV) X If applicable.

H Government Review of TI Costs and/or IGE X

I Government's Review of BSAC pricing and/or IGE (FSL III or

IV)

X If applicable.

J TI/BSAC PNM X

K Receipt of RWA and Required Certification X If applicable.

L TI/BSAC Notice to Proceed Issued X

M Construction Inspection Reports/Meeting Minutes/Submittals

X

N Davis Bacon Interview Forms and Wage Payment X If applicable.

O Small Business Subcontracting Reports (ISRs and SSRs) X If applicable.

P Change Orders Related to Initial Occupancy X If applicable.

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

Acceptance of Space: Condition Survey Report (or Similar Document) Signed by GSA, Agency and Lessor

X

Acceptance of Space: Punch List and Resolution X R TI Cost Reconciliation X If applicable.

S Periodic Services Schedule X

T Periodic Services Schedule to Lease Administration Manager

X

U Lease COR Letter(s) X

V COR Letter Transmitted to Designated Agency Representative or Field Office

X

W COR Letter Transmitted to Lessor X

X Occupancy Agreement (OA) and Evidence of Transmittal to Agency - Final X

Y Other: Post Award X

IN FILE? TAB 10 ADMINISTRATION REQUIRED NOTE

A Operating Cost Escalations B Change of Ownership C Lease Digest (R620) X D RWA's Properly Certified E 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 F CAD As-Builts to CIFM X G 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: Tax Invoice Real Estate Tax: Other Supporting Document

H Proof of Ownership I Other: Administration

AAAP Lease File Checklist