Attachment F Exhibit 6 - Master Lease File Checklist SEPT 2026.xlsx

XLSX spreadsheet 1013 KB Posted

Attached to
R402--Real Estate Acquisition Support Services (REASS) Recompete
Solicitation number
36C10F26R0045
Issued by

About this file

This is a Master Lease File Checklist template designed to guide project managers and lease contracting officers through the Department of Veterans Affairs' lease acquisition process from initiation through administration. The checklist consolidates all activities and document requirements across six project phases: Project Initiation, Solicitation Development & Issuance, Evaluation Process, Final Lease Award, Post Award Project Transitions, and Lease Administration. The template mirrors the W Drive Project Folder structure and includes tabs for project details, Integrated Project Team (IPT) responsibilities, broker responsibilities, and eCMS requirements. Users are instructed to download the checklist from SharePoint, populate project-specific information in the Project Details tab, document Integrated Master Schedule (IMS) start and finish dates, and track document uploads to both the W Drive and eCMS (electronic Contract Management System) by briefcase ID. The checklist identifies which documents require G-REX (GSA delegation) submission, RPLG (Real Property Legal Group) review, and OAEM (Office of Asset Enterprise Management) review, with color-coding to distinguish project phases (yellow) from subfolders (pink).

The checklist encompasses numerous mandatory documents and activities distributed across procurement phases, including requirements development documents (SF 81, delineated area maps, space programs, funding certifications), pre-solicitation items (market research, Acquisition Plans, Source Selection Plans), solicitation documents (RLP/R100 packages with appendices), evaluation processes (TEB reports, price evaluations, competitive range determinations), award phase documentation (Award Decision Memorandum, Congressional notifications for major leases, final executed L100 leases), and post-award activities (design reviews, tenant improvement notices to proceed, construction inspections, space acceptance documentation). The template includes links to process guidance, training materials, and template documents located on VA SharePoint, and provides flexibility through filtering capabilities to identify activities by phase, reviewer requirement, or document type. PM and LCO responsibilities are clearly delineated, including regular updates to the MLFC to document completion status, coordination with the Integrated Project Team, and submission of lease file reviews at mandatory pre-award and post-award stages.

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Instructions

INSTRUCTIONS FOR USING THE MASTER LEASE FILE CHECKLIST

TEMPLATE REVISED (APR 2026)
GENERAL NOTES:
- The MLFC mirrors the W Drive Project Folder Template structure (order of project phase: 01. Project Initiation thru 06. Lease Contract Administration)
- Project Phase identified by the row highlighed yellow
- Project Subfolders identified by the row highlighed pink
- Cells are not 'merged' in any way to keep the ability to filter as noted below
- Cells that are grayed out mean the *application of the column does not apply*i.e. either there is no IMS Activity, a document is not required to be uploaded, or a review is not required
PM AND LCO MLFC RESPONSIBILITIES:
- Upon starting a project, PM downloads the MLFC from SharePoint and upload to the Project Folder on the W Drive
- See tab "Project Details" and fill in the appropriate information for the project
- Reference the SOP Lease File Reviews and Data Sheet Updates for mandatory Pre-Award, G-REX, and Post Award File ReviewsSOP LINK
- PM to open the MLFC regularly, using the "Master LFC" tab to document (1) IMS Start/Finish Dates and (2) document Column, "PM Uploads W Drive", to indicate the document was completed
- LCO to open the MLFC regularly, using the "Master LFC" tab to document Column, "LCO Uploads to eCMS", to indicate the document was uploaded and tagged per briefcase ID
- Click the filter function to filter any column as needed throughout the project (e.g. if you only want to see IMS activities, filter columb by removing 'blanks'; if you only want to see documents reviewed by RPLG, filter column by 'Yes'; etc.)
For questions, comments, or required updates - reach out to your Branch Chief; LE BCs and Director will review and determine if a change should be made to the MLFC
TABS AND DEFINITIONS
Master LFCThis is the MAIN checklist, "Master Lease File Checklist" and consolidates all activities/checklists into one spreadsheet
InstructionsReference as needed
Project DetailsInput high level project details for your specific project
RACIIn development
RLP IPT ResponsibilitiesOutlines roles & responsibiliteis for the IPT during RLP development
Broker ResponsibilitiesScreenshots from the IDIQ contract to outline Broker responsibilities from Project Initiation through Acceptance
eCMS ChecklistLCO may reference as needed; includes eCMS requirements per Policy and other helpful notes

List is based on the GSA Global Lease File Checklist and includes IMS Activities and eCMS requirements; Note that for Major and Mid-Level projects some documents may not be applicable Links to the Process, Training or Template is provided, applicable to the associated document or activity PM to identify the Actual Start and Finish dates of the activity (use during the Monthly IMS call with Summit) LCO to reference this column and upload doc to eCMS LCO to reference this column and tag doc in eCMS Note to PM (see arrow to example:

If the activity text is is in red/bold, the date is required to be updated in the Project Data Sheet Filter by "Yes" to identify G-REX required doc

PM to reference this column and upload doc per column "W Drive Index" Filter by "Yes" to identify RPLG required doc

Filter by "Yes" to identify OAEM required doc

../../../../../../:f:/r/sites/VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Interest/01%20-%20ORP%20Training%20and%20Program%20Information/SOPs/SOP%20File%20Reviews%20%26%20Data%20Sheet%20Updates?csf=1&web=1&e=70tH1S Project Details

Project Details
Project Name
City, ST
Facility Type
Authority Level
Authorized NUSF00,000
Authorized Annual Unserviced Rent$XX.XX
Authorized TI Lump Sum$XX.XX
Lease Action
Lease No.
RLP No.
SCIP ID No.
Document Folder LinkW Drive/SharePoint
Branch ChiefName
Project ManagerName
Lease Contracting OfficerName
Estimated Award Date1/1/23
Estimated Acceptance Date1/1/23
Proposed Term StructureXX Years, XX Firm Term
Termination RightsXXX Days

Master LFC

W Drive
IndexContent
(Document or Process)Link to Process, Training or Template
[For Major Milestones, add date to Project Data Sheet]IMS

Start Date (Actual) IMS Finish Date (Actual) PM Upload W Drive (Yes/No/NA) LCO Upload eCMS (Yes/No/NA) eCMS Briefcase

IndexG-REX
(Upload)RPLG
(Review)OAEM
(Review)Comments
N/AProject IntakeIMSIMS
Create W Drive Folder/Create SP Data SheetsLE Leadership Action Only
Establish Acquisition Team (IPT Assignments)IMS Dates provided by LE Leadership1-Jan-261-Jan-26
Confirmation of Long term Facility use by lessorThe PM will reach out to the POC at the facility
ORP / OAEM Prepares Package and Submits to GSAIMS Dates provided by LE Leadership1-Jan-261-Jan-26
OMB / GSA Review and Approval (Lease Prospectus), if applicableIMS Dates provided by LE Leadership1-Jan-261-Jan-26
Major Milestone: GSA Submits to Congress (Lease Prospectus), if applicableIMS Dates provided by LE Leadership1-Jan-261-Jan-26
01Project InitiationIMSIMS
01-AMajor Milestone: Receive Completed Procurement PackageIMS Dates provided by LE Leadership1-Jan-261-Jan-26
01-ARequirements and G-REX Package SubmissionIMSIMS
01-A (a)Existing Lease and Lease Amendments, if applicablePendingPendingP12YesRequired for GSA Delegations; applies to Replacing, Succeeding or Extensions
01-A (b)SF 81 or Customer Request - Signed by LCO or PMPendingPendingP01YesCompleted by AWEN and signed by PM; use SEPS measurements; must match Acq. Plan
01-A (b)Rural Development Act (RDA) Memo - Signed by LCO or PMRural Development Act (RDA)PendingPendingP03YesSigned by the LCO or PM
01-A (b)DA Map and Description (Clearly Outlining DA Boundaries)PendingPendingP03YesMap should form a closed polygon
01-A (b)Floodplain Map for DAPendingPendingP11YesJustification for DA outside CBA
01-A (b)Agency Labor Cost Worksheet or Memo - Signed by LCO or PMAgency Labor Cost MemoPendingPendingP03YesUse template and signed (by LCO or PM)
01-A (b)Succeeding Lease Analysis Tool, if applicableCost Benefit AnalysisPendingPendingP12YesRequired for all sole source actions; Complete 'other considerations' tab only
01-A (b)OMB A-11 Initial Scoring Workbook (Estimated Award and Acceptance Date Included)PendingPendingP12YesMust score under 90% NPV/FMV
01-A (b)Market Research (Rent Rate Comps)PendingPendingP02YesCoStar reports, etc. (at least 3 comps within DA, dated within 90 days)
01-A (b)Acquisition Plan - Fully ExecutedPendingPendingP08YesCompleted and signed; AWEN prepares the Delegation Acq Plan and routes for signatures
01-ACompleted Program for Design (PFD) via SEPSPendingPendingP01Pre-AwardNeeds assesment questionairre for mid-level leases
01-ACompleted SCIP Input by OAEMPendingPendingP01Pre-Award
Major Milestone: Delegation of Authority Submitted to GSAIMS Dates provided by LE Leadership1-Jan-261-Jan-26
GSA Reviews G-REX SubmissionIMS Dates provided by LE Leadership1-Jan-261-Jan-26
01-BIntegrated Project Team (IPT) DocumentsIMSIMS
01-BIPT Project Charter - DraftedIPTPendingPendingP12
Create TEAMS Channel for IPT
01-CIntegrated Master Schedule (IMS)IMSIMS
01-CEstablish IMS Baselines and SignIMS TrainingPendingPendingP12YeseCMS Milestone Plan and/or IMS Schedule
01-DVA Authorizations, Pre-RLP Funding Cert, and Approved DelegationIMSIMS
01-DVA Lease Prospectus and VA 1391-L Summary (includes Lump Sum from TI IGE #1)PendingPendingP01YesPre-AwardUsed to complete "Background Event" for other documentation; serves as the NAQ
01-DApproved DelegationPendingPendingP04YesPre-Award
01-DFunding Certification Memo (Pre-Procurement) - SignedFunding Certification Memo - Pre-ProcurementPendingPendingS30
01-ETask Order and Services (Broker)IMSIMS
National Broker Contract (NBC) Submission (FORCE)IMS Dates provided by LE Leadership1-Jan-261-Jan-26Broker SOW documentation (submitted in FORCE)
01-ETask Order Award Complete - Broker Services ContractObtain Procurement Activities/Dates Here1-Jan-261-Jan-26PendingPendingP12Upon award, upload Task Order
Broker Services - NTPIDIQ Solicitation1-Jan-261-Jan-26
Prepare and Coordinate Broker Services Kick-Off Meeting1-Jan-261-Jan-26
01-EMajor Milestone: Broker Kick-Off MeetingPM: Add 'Actual Start Date' to SP Project Data Sheet1-Jan-261-Jan-26PendingPendingP11
01-FTask Order and Services (AE)IMSIMS
SOW Package Submission (FORCE)IMS Dates provided by LE Leadership1-Jan-261-Jan-26
01-FTask Order Award Complete - AE Services ContractObtain Procurement Activities/Dates Here1-Jan-261-Jan-26PendingPendingP12Upon award, upload Task Order
01-BProject IPT Charter - Signed (update to include AE and Broker)PendingPendingP12Drafted by PM, reviewed and signed by all IPT members
Prepare and Coordinate AE Project Kick-off Meeting1-Jan-261-Jan-26
01-FMajor Milestone: AE Project Kick-Off MeetingPM: Add 'Actual Start Date' to SP Project Data Sheet1-Jan-261-Jan-26PendingPendingP11
Prepare and Coordinate Risk Assessment Meetings1-Jan-261-Jan-26
01-FMajor Milestone: Risk Assessment Meetings In-PersonPM: Add 'Actual Start Date' to SP Project Data Sheet1-Jan-261-Jan-26PendingPendingP11
01-FPFD Approval1-Jan-261-Jan-26
1st Submission Package1-Jan-261-Jan-26
1st Submission VA Project Team Review1-Jan-261-Jan-26
01-FMajor Milestone: Document Review Meeting In-PersonPM: Add 'Actual Start Date' to SP Project Data Sheet1-Jan-261-Jan-26PendingPendingP11
2nd Submission Package1-Jan-261-Jan-26
2nd Submission VA Project Team and VAMC1-Jan-261-Jan-26
Room Contents List Meeting (Virtual)1-Jan-261-Jan-26
01-FMajor Milestone: Final Submission Package (RLP Appendices Complete)PM: Add 'Actual Start Date' to SP Project Data Sheet1-Jan-261-Jan-26PendingPendingP11
Major Milestone: GSA Sub-Committee Review (GSA Submits to Congress) (See Comment)PM: Add 'Actual Start Date' to SP Project Data Sheet1-Jan-261-Jan-26Procurement activities starting with EOI issuance may begin for Major Leases
01-DGSA Sub-Committee Approval (Committee Resolutions - SVAC, HVAC, GSA EPW, GSA T&I) (See Comment)FYXX Project Documents1-Jan-261-Jan-26PendingPendingP11All 4 Committee Resolutions must be received to award the lease (and must match)
01-GTask Order and Services (NEPA and NHPA Due Diligence)IMSIMS
SOW Package Submission (FORCE)IMS Dates provided by NEPA/NHPA1-Jan-261-Jan-26
01-GTask Order Award Complete - EV/HP Services Contract1-Jan-261-Jan-26PendingPendingP12Upon award, upload Task Order
01-GNEPA Preliminary Review of Sites / NEPA ObservationsNEPA Guidance and TemplatesPendingPendingP11
01-GCategorical Exclusion (CATEX) Verification, if applicable (See Comment)Auto CATEX TemplatePendingPendingP11YesRequired for leases <75,000 GSF; Signed by NEPA Specialist and LE Director
01-GFinal Environmental Assessment (EA), if applicable (See Comment)PendingPendingP11YesRequired for leases >75,000 GSF; Signed by NEPA Specialist and LE Director
01-GFinding of No Significant Impact (FONSI), if applicable (See Comment)PendingPendingP11YesSigned by NEPA Specialist and LE Director
01-GFinal Environmental Impact Statement (EIS), if applicable (See Comment)PendingPendingP11YesSigned by NEPA Specialist and LE Director
01-GNEPA Compliance - Record of Decision (ROD)PendingPendingP11Yes
01-GAdministrative Record if EIS / ROD (See Comment)PendingPendingP11This task supports litigation
01-GSite Map or Full Description of the Approved ActionPendingPendingP11
01-GPhase 1 Environmental Site AssessmentPendingPendingP11
01-GPhase 2 Environmental Site Assessment, if applicablePendingPendingP11
01-GFlood Plain Compliance Verification / Evidence Outside 100-year FP (See Comment)FEMA Floodplain SearchPendingPendingS32YesSigned by NEPA specialist; Official FEMA FIRM/FIRMETE required
01-GSeismic Compliance / GSA Seismic Certification Form (See Comment)PendingPendingC32YesTo be included in Environmental and RLP Packages
01-GNHPA Preliminary Review / Section 106 for SHPO, Tribes, CPsPendingPendingP11
01-GInitiation of Letters (See Comment)PendingPendingP11Letters are sent after solicitation for pre-award
01-GResponses to Letters (See Comment)PendingPendingP11Concurred and/or Not Concurred
01-GAdditional Correspondence / Studies / Reports, if applicable (See Comment)PendingPendingP11Documentation required o achieve concurrence on NAE
01-GNative American Consultation Memo (See Comment)PendingPendingP11See Directive 8603
01-GNHPA Compliance - Concurrence (See Comment)PendingPendingP11Final Correspondence from SHPO, Tribes or CP will suffice
01-GNHPA Compliance - Determination Memo (See Comment)PendingPendingP11Determining that the Lease yields no historical designation or impact
01-GHistoric Building Verification (See Comment)Historic Building VerificationPendingPendingP11YesUse OAEM-provided template and Historic Building Verification Memo
02Solicitation Development & IssuanceIMSIMS
02-APre-Solicitation ActivitiesIMSIMS
02-A (a)Source Selection Plan (SSP) Drafted / SignedSource Selection Plan (SSP)PendingPendingP09
02-A (a)Conflict of Interest (COI) Certifications - SignedConflict of Interest (COI)PendingPendingP09
02-A (a)Non-Disclosure Agreements (NDA) - SignedNon-Disclosure Agreement (NDA)PendingPendingP09
02-A (b)Draft Advertisement (EOI); Send to RPLG for Review, if applicable (see comment)Expressions of InterestPendingPendingP02Yes**PM BC reviews, if absent, send to LCO BC; RPLG reviews ONLY if deviating from template
02-A (b)Review EOI with VAMC; Document Approvals from VAMC and LE BC and DirectorProcess - EOI Internal ReviewsPendingPendingP02
02-A (b)Major Milestone: EOI Posted on SAM.gov (See Comment)PM: Add 'Actual Start Date' to SP Project Data Sheet1-Jan-261-Jan-26PendingPendingP02Pre-AwardComplete through eCMS; email link LE Leadership and VHA OCAMS
Cost Estimate Services Requested (Email to Cost Estimate Services)1-Jan-261-Jan-26
02-A (d)LCO Begins Set-Aside Determination / Draft Market Research Report (See Process)VA Rule of Two Process and Templates
02-A (f)Cost Estimate Services ReceivedUpload to SP, 'Cost Estimates' folder, 'IGE-FYXX Projects'1-Jan-261-Jan-26PendingPendingP01
Notify LE Leadership to Initiate CPRMP (Majors) based on TI IGE #2 costs (See Policy)Change Management (CPRMP) Policy
02-A (b)Document EOI Amendments, if applicablePendingPendingP02
02-A (c)Document EOI Submittals (include Floodplain Maps)FEMA Floodplain SearchPendingPendingP02
01-A (b)Justification for Other than Full and Open Competition - Prepared/Signed, if applicable (See Comment)VA JOTFOC TemplatesPendingPendingP03YesRequired for all sole source actions and expansion >10,000 SF
02-A (e)Prepare and Coordinate Market SurveyMarket Survey Templates1-Jan-261-Jan-26
Provide Site Information to EPO & HPO for Market SurveyPreliminary Review RequestPendingPendingP11
Major Milestone: Conduct Market SurveyPM: Add 'Actual Start Date' to SP Project Data Sheet1-Jan-261-Jan-26
02-A (e)Obtain Agency Concurrence of Sites, if applicablePendingPendingP02
02-A (e)Draft Market Survey ReportMarket Survey Report1-Jan-261-Jan-26
02-A (e)Market Survey Report Complete - Signed1-Jan-261-Jan-26PendingPendingP02
02-A (e)Notify Site Owners of ConcernsMarket Survey Templates1-Jan-261-Jan-26PendingPendingP02
02-A (d)LCO Conducts all Market Research Efforts for Set-Aside (Document Market Research Report)VA Rule of Two Process and Templates1-Jan-261-Jan-26
02-A (d)LCO Makes Determination (2268), Signs Market Research Report, Routes for Concurrence as applicableVA Rule of Two Process and TemplatesPendingPendingP02
02-A (d)ODSBU Concurrence if Full & Open (2268), if applicable1-Jan-261-Jan-26PendingPendingP05
02-A (d)RPLG Review if Full & Open (2268), if applicable (See Comment)1-Jan-261-Jan-26PendingPendingP05RPLG review required only if Full and Open determination
02-A (g)Complete Pre-Negotiation Objectives and Upload to SharePoint (See Comment)Pre-Negotiation ObjectivesPendingPendingP02Upload to SP "Pre-Negotiation Objectives"
02-BR100 Draft and IssuanceReminder: Upload RLP Package to IPT TEAMS ChannelIMSIMS
02-B (a)Solicitation Drafted (R100/L100) / Include all required Appendices, Exhibits & Forms (See Comment)VA R100 (RLP), Appendices, Exhibits1-Jan-261-Jan-26PendingPendingS02Upload R100 as a single document (no attachments) to eCMS
02-B (b)IPT Approval of RLPRLP (IPT Review Process)1-Jan-261-Jan-26PendingPendingS01
02-B (b)BC Review (Mandatory) / RPLG Concurrence of RLP, if applicable (See Comment)1-Jan-261-Jan-26PendingPendingS01Yes**PM BC reviews, if absent, send to LCO BC; RPLG reviews ONLY if deviating from template
01-DMajor Milestone: Receive Delegation of Authority from GSA (See Comment)PM: Add 'Actual Start Date' to SP Project Data Sheet1-Jan-261-Jan-26PendingPendingP04Upload to SP "FYXX Project Documents" Folder
PM Sends BC Lease File Review #1SOP Lease File Review Training1-Jan-261-Jan-26PendingPendingS01
02-B (c)Major Milestone: RLP Posted on SAM.gov (Email link to all interested parties; notify leadership/add to SP)PM: Add 'Actual Start Date' to SP Project Data Sheet1-Jan-261-Jan-26PendingPendingS02YesPre-AwardFor G-REX post award submission, include a copy of the SAM.gov posting
01-GMajor Milestone: Task Order Award Complete (EV) (NEPA/NHPA Due Diligence Contract)PM Adds 'Actual Finish Date" to SP (EPO Provides IMS Dates)1-Jan-26PendingPendingP12Pre-AwardFinal NEPA documentation for RPLG Pre-Award Review
02-B (d)Prepare and Coordinate Pre-Bid Conference1-Jan-261-Jan-26
02-B (d)Conduct Pre-Bid Conference / Document Q&A / Issue RLP Amendment1-Jan-261-Jan-26PendingPendingS04
02-B (d)Document Correspondence with Offerors Prior to Receipt of ProposalsPendingPendingS05
02-B (e)Upload Additional RLP Amendments, if applicablePendingPendingS02
03Evaluation ProcessIMSIMS
03-A-11st Evaluation of OffersIMSIMS
03-A-1 (a-b)Major Milestone: Receive / Review Initial Offers / Initiate ScoringPM: Add 'Actual Start Date' to SP Project Data Sheet1-Jan-261-Jan-26PendingPendingS08
03-A-1 (b)Prepare PVA(s), Broker Information Form, and Request ScoringProcess and Training: Scoring Workbook
03-A-1 (b)Prepare Price Evaluation Summary (See Comment)Price Evaluation and Summary SheetPendingPendingS23Each offeror should have a separate PVA spreadsheet
Conduct Price Evaluation Panel Review (Review Price Evaluation Summary)Guidance: Price Evaluation PanelPendingPendingS23
03-A-1 (c)Document Clarifications with Offeror's, if applicable (See Comment)

Killian, Lindsay L.: Killian, Lindsay L.:

Consolidate all price evaluation docs in one folder and share one link herePendingPendingS02Upload FULL offers to eCMS
Major Milestone: Price Evaluation of OffersPM: Add 'Actual Start Date' to SP Project Data Sheet1-Jan-261-Jan-26PendingPendingS23
Provide Site Information to EPO & HPO for Desktop ReviewsGuidance and Templates: NEPA
01-E (b)Conduct Environmental Desktop Review by EPO1-Jan-261-Jan-26PendingPendingP11
01-E (b)Conduct Cultural Resources Desktop Review by HPO1-Jan-261-Jan-26PendingPendingP11
03-A-1 (d)Prepare and Coordinate TEB 1 (Obtain/Document New COIs and NDAs, if applicable)TEB Member Evaluation Sheets1-Jan-261-Jan-26PendingPendingS15
03-A-1 (d)Major Milestone: TEB Reviews Proposals (TEB 1) / Document Member EvaluationsPM: Add 'Actual Start Date' to SP Project Data Sheet1-Jan-261-Jan-26
03-A-1 (d)Document TEB 1 Chairperson Evaluation Summary of RatingsTEB Chairperson SummaryPendingPendingS15
Number of Environmental Sites Identified for Service Contract (Notify EPO and HPO)1-Jan-261-Jan-26
03-A-1 (d)Draft TEB 1 ReportTEB Report1-Jan-261-Jan-26PendingPendingS15Yes
03-A-1 (e)Draft Competitive Range Determination Report (CRDR)Competitive Range Determination Report1-Jan-261-Jan-26PendingPendingS17
03-A-1 (f)Draft Inclusion/Exclusion Notification LettersNotification Letters1-Jan-261-Jan-26PendingPendingS23
03-A-1 (h)RPLG Concurrence of TEB 1 Report, CRDR, and Notification Letters1-Jan-261-Jan-26PendingPendingS31Pre-Award
Upload AboveSign TEB 1 Report and CRDR; Issue LettersUpload as indicated abovePre-Award
03-A-1 (g)Draft Negotiation Call GuideGuidance: Negotiation/Discussion CallsPendingPendingS18
Upload AboveConduct and Document Negotiations / Request Revised ProposalsRequest for Revised Proposals1-Jan-261-Jan-26PendingPendingS18
Offerors Prepare Revised ProposalsPM: Add 'Actual Start Date' to SP Project Data Sheet1-Jan-261-Jan-26
03-A-22nd Evaluation of OffersIMSIMS
03-A-2 (a)Receive / Review Revised Offers / Initiate Scoring1-Jan-261-Jan-26PendingPendingS08
03-A-2 (b)Prepare PVA(s), Broker Information Form, and Request ScoringProcess and Training: Scoring Workbook
03-A-2 (b)Prepare Price Evaluation Summary (See Comment)Use Price Evaluation Summary from 1st EvaluationPendingPendingS23Each offeror should have a separate PVA spreadsheet
Conduct Price Evaluation Panel Review (Review Price Evaluation Summary)Guidance: Price Evaluation PanelPendingPendingS23
Major Milestone: Price Evaluation of OffersPM: Add 'Actual Start Date' to SP Project Data Sheet1-Jan-261-Jan-26PendingPendingS23
03-A-2 (d)Prepare and Coordinate TEB 2 (Obtain/Document New COIs and NDAs, if applicable)1-Jan-261-Jan-26PendingPendingP09
03-A-2 (d)Major Milestone: TEB Reviews Proposals (TEB 2) (See Comment)PM: Add 'Actual Start Date' to SP Project Data Sheet1-Jan-261-Jan-26PendingPendingS15Upload all TEB Member Evaluations
03-A-2 (d)Document TEB 2 Chairperson Evaluation Summary of RatingsPendingPendingS15
03-A-2 (d)Draft TEB 2 ReportTEB Report1-Jan-261-Jan-26PendingPendingS15Yes
03-A-2 (e-g)If Narrowing Competitive Range and/or Requesting FPRs: Complete CRD Report, Letters, and NegotiationsSee Links Above, as applicablePre-Award
03-A-2 (h)RPLG Concurrence of TEB 2 Report (including other documents, i.e., letters, if applicable)1-Jan-261-Jan-26PendingPendingS31
Upload AboveSign TEB 2 Report, CRDR, and Issue Letters, as applicableUpload as indicated abovePre-Award
03-A-2 (g)Draft Negotiation Call Guide, if applicable (Previously called "Discussions")Guidance: Negotiation/Discussion CallsPendingPendingS18
Upload AboveConduct and Document Negotiations, if applicablePendingPendingS18
03-A-3FPR Evaluation of OffersIMSIMS
03-A-3 (a)Request / Evaluate Final Proposal Revisions (FPR), if needed (See Comments)See Links Above, as applicablePendingPendingS18FPRs only required if revised proposals are not sufficient to select an apparent awardee
03-A-3 (b)Conduct Price Evaluation, if neededPendingPendingS23Pre-Award
03-A-3 (c)Conduct TEB 3, if neededPendingPendingS15
Notify LE Leadership to Initiate Change Management (Mid-Levels) based on Final Rates/TI IGE #2 (see Policy & Comments)Change Management PolicyDraft documents are uploaded to SharePoint; contact your BC about next steps
03-BSuccessful Offeror (Offer and Related Correspondence)IMSIMS
03-BAwardee: Correspondence with Offeror Prior to Receipt of ProposalsPendingPendingS05
03-BAwardee: Offeror Proposal Compliance Matrix (Abstract)PendingPendingS07Yes
03-BAwardee: Technical Proposal (All Submissions)PendingPendingS10YesPre-Award
03-BAwardee: GSA Form 1217 (Final Offer)PendingPendingS10YesPre-AwardPre-Award
03-BAwardee: GSA Form 1364 and Attachment 1 (Final Offer)PendingPendingS10YesPre-AwardPre-Award
03-BAwardee: PVA Spreadsheets (All Submissions)PendingPendingS23
03-BAwardee: Final Scoring WorkbookPendingPendingS32YesPre-Award
03-BAwardee: Documentation supporting site acquisition cost included in the Final Scoring WorkbookPendingPendingS32
03-BAwardee: Documentation regarding any buy-down calculations, if applicablePendingPendingS32
03-BAwardee: Record of Discussions/NegotiationsPendingPendingS18
03-BAwardee: Letters Requesting Revised ProposalsPendingPendingS18YesPre-Award
03-CResponsibility Determination (Document ADM & Conduct a Final Check for Awardee)IMSIMS
03-CContractor Responsibility AssesmentEmail vendorreport@feddatacheck.net [include UEID in Subject Line]PendingPendingS20
03-CVETbiz ReportOfferor SubmittalPendingPendingS20
03-CSAM.gov Active RegistrationOfferor SubmittalPendingPendingS20Yes
03-CSAM.gov Online Reps and CertsOfferor SubmittalPendingPendingS20Yes
03-CFinancial Commitment DocumentationOfferor SubmittalPendingPendingS20Yes
03-CProof of OwnershipOfferor SubmittalPendingPendingS10Yes
03-CProof of Authority to Represent Ownership EntityOfferor SubmittalPendingPendingS10Yes
03-CSmall Business Subcontracting Plan / OSDBU Approval and Verification, if applicableOfferor SubmittalPendingPendingS22Yes
03-CEnvironmental Remediation Record of Negotiations, if applicableOfferor SubmittalPendingPendingS24
03-CEnergy Independence and Security Act (EISA) Compliance Memo, if applicableOfferor SubmittalPendingPendingS31Yes
03-CCertification of Building Energy Performance /Green Globes ScorecardOfferor SubmittalPendingPendingS32YesPre-Award
03-CFloodplain Compliance Verification (See Comment)Offeror SubmittalPendingPendingS32RPLG reviews if floodplain is a concern.
03-CRandolph Sheppard Act Compliance (See Comment)FY26 POC Brandi Stockstill and Melissa BarrenPendingPendingC40YesVAMC sends letter to State, document response, add to design if required.
03-DAward Decision Memorandum (ADM)IMSIMS
03-DADM DraftedAward Determination Memorandum1-Jan-261-Jan-26PendingYes
04Final Lease Award PhaseIMSIMS
04-D (a)Draft L100 and Exhibits (See Comment)Training: VA L100PendingPendingC03Pre-AwardFinal draft should be uploaded in word and PDF formats
04-APre-Award Funding Cert, Purchase Order, and 2237IMSIMS
04-A (a)Receive Interal Appraisal Report (Existing Buildings, if applicable)PendingPendingS32Pre-Award
04-A (b)Complete/Route Funding Certification Memo to BC - SignedFunding Certification Memo - Pre-Award1-Jan-261-Jan-26PendingPendingP01
04-BPre-Award Lease File Reviews (BC, RPLG, OAEM)IMSIMS
04-B (b)Complete Capital Lease Checklist - SignedCapital Lease ChecklistPendingPendingS32Pre-AwardPre-Award
04-B (b)Complete Crosswalk Memo for NUSF to ABOA - Signed (See Comment)Crosswalk NUSF to ABOA MemoPendingPendingS18Pre-AwardPer OAEM as of April 2026, this memo remains a requirement
Team Sends BC File Review #21-Jan-261-Jan-26
PM Sends RPLG Review Request for ADM and Pre-Award Lease File ReviewProcess: Pre-Award File Reviews and Congressional Notifications
04-B (a)RPLG Concurrence of ADM and Pre-Award Lease File Review1-Jan-261-Jan-26PendingPendingS31
03-DFinalize / Sign ADM (Source Selection Authority Decision) (See Comment)1-Jan-261-Jan-26PendingPendingS24YesPre-AwardPre-AwardSubmit to RPLG with pre-award package for concurrent review
Lease File Completed (BC Confirms in W Drive and eCMS)Lease File Review Request1-Jan-261-Jan-26
PM Sends OAEM Request for Pre-Award Lease File Review (Obtain OAEM Conditional Concurrence)Review 'Common Trends OAEM Comments' Prior to Sending
04-B (b)Draft Pre-Award Lease File Review Memo (Send to LE Director to route in VIEWS)Pre-Award Lease File Review Memo and C&SPendingPendingS18Pre-Award
Within 30-Days of Award: LCO Submits Documents to GREX for GSA Pre-Award ConcurrenceProcess: Pre-Award File Reviews and Congressional Notifications1-Jan-261-Jan-26Pre-Award
04-B (b)OAEM Concurrence of Lease Award (Obtain OAEM "Official Concurrence" via Signed Memo)1-Jan-261-Jan-26PendingPendingS31Pre-Award
04-CCongressional Notification Letters (Major Leases Only)IMSIMS
04-CPrepare Congressional Notification (Upload Full Package to W Drive/eCMS)Congressional Notifications Process1-Jan-261-Jan-26PendingPendingS31Pre-Award
04-COAEM Provides Recommendation to Begin Routing for Approvals1-Jan-261-Jan-26PendingPendingS31Pre-Award
LE Leadership Routes VIEWS for Approvals (PM Updates CN Package, if needed) (See Comment)1-Jan-261-Jan-26Pre-AwardRPLG is notified to review CN package through VIEWS and provides concurrence
Major Milestone: Notification Letters Released to CongressPM: Add 'Actual Start Date' to SP Project Data Sheet1-Jan-261-Jan-26PendingPendingS31
04-CCongressional Notice Period (30 Days) / Upload Signed Letters1-Jan-261-Jan-26PendingPendingS31
04-DL100 Draft and Final Lease Contract (Fully Executed)IMSIMS
01-EMajor Milestone: NEPA Complete (See Comment)PM: Add 'Actual Start Date' to SP Project Data Sheet1-Jan-261-Jan-26To be included in Environmental and RLP Packages
04-D (a)Add Environmental Due Diligence to L100, if applicable, and finalize LeaseEnvironmental Due Diligence in the Lease
01-BDocument CPRMP or Change Management Approval, if applicable (See Comment)1-Jan-261-Jan-26PendingPendingS30Pre-AwardLCOs request a certification from the VAMC that funding will be obligated at award in the amount of the 1st year’s rent
Vendorize Lessor / VA 10091 Vendor Form (Lessor Completes)Customer Engagement Portal1-Jan-261-Jan-26
04-A (c)Confirm Certification of Funds for Lump Sum and Rent (Station provides 2237) (See Comment)1-Jan-261-Jan-26YesPre-AwardLCOs request a certification from the VAMC that funding will be obligated at award in the amount of the 1st year’s rent
04-A (c)Complete IFCAP Purchase Order (PO) for Tenant Improvements (See Comment)PendingPendingS30YesDocumentation that lump sum funding has been obligated
Finalize Contract File in eCMS (LCO BC Confirms in eCMS)Lease File Review Request1-Jan-261-Jan-26
Within 30-Days of Award: Draft Pre-Award Notice to Lessor, Letters to Unsuccessful Offerors, & Send to RPLG for ConcurrencePre-Award Notice / Notice to Unsuccessful LettersYes
Within 30-Days of Award: Issue Lease to Apparent Awardee (For Majors, Upon CN Letters Dispatched)
04-D (b)Major Milestone: Lease Award (Final Lease Executed) Uploaded (See Comment)PM: Add 'Actual Start Date' to SP Project Data Sheet1-Jan-261-Jan-26PendingPendingC03YesL-100 and all attachments; must be fully initialed and executed by the VA and Lessor; notify LE leadership and send link; add link to Project Data Sheet
04-EAward Notifications and DebriefingsIMSIMS
04-ELease Award Synopsis Posted to SAM.gov (See Comment)Notice of Award for SAM.gov1-Jan-261-Jan-26PendingPendingC01YesAdd link to Project Data Sheet
04-EProvide Notice/Letters to Unsuccessful Offerors (See Comment)Unsuccessful Award Notification LetterPendingPendingS28Pre-AwardAdded 1/16/26
04-EConduct and Document Debriefings, Oral or In Writing (See Comment)Post-Award Debriefing LetterPendingPendingS29Pre-AwardAll written and oral must be documented
04-EDistribute Lease to Lessor, Station COR, VISN CAM and Design/Construction IPT Members (Email Confirmation)PendingPendingC40
After distribution of the Lease, confirm the Station COR or VISN CAM uploads the Lease to CAI
04-EComplete SAM.gov Posting of Redacted JOFOC, if applicablePendingPendingC01
04-EProtests and Resolutions (Take Action and Document), if applicablePendingPendingC02Yes
04-EVA Broker Commission Verification WorksheetPendingPendingC41
05Post AwardProject Transitions from LE to LDIMSIMS
05-AACO Designation and Post Award KickoffIMSIMS
05-AComplete ACO (SRE) Letter (Upload Signed Copy)ACO Delegation from LCO to SREPendingPendingC41
05-AComplete PM to SRE Project Award Job Aid (Handoff Document)Post Award Transition ProcessPendingPendingC41
05-ACoordinate and Prepare Post Award Kick-off Meeting and SlidesPost Award Kick Off Template
05-BPost Award G-REX SubmissionIMSIMS
All GSA Delegation Requirements have been completed to this point; copy all GREX documents to this folder for submissionG-REX Submission Training and ChecklistFilter to "Yes"
05-CRE Files (Post Award Activities)IMSIMS
05-CEvidence of Randolph Sheppard Act Compliance - Post AwardPendingPendingC40
05-CDesign Intent Drawings (DIDs) - ApprovedPendingPendingC27
05-CFire/Safety Review and Approval of DIDsPendingPendingC27
05-CFinish Selections to LessorPendingPendingC27
05-CConstruction Drawings from LessorPendingPendingC27
05-CConstruction Drawing Review by GovernmentPendingPendingC27
05-CSite/Shell Permit CompletePendingPendingC27
05-CTI Building PermitPendingPendingC27
05-CIFCAP Purchase Order for Tenant ImprovementsUpload Copy from WebVramPendingPendingC04
05-CTI Notice to Proceed (NTP) IssuedTI NTP (LA)PendingPendingC08
05-CLessor's TI Proposal on TICS TablePendingPendingC41
05-CGovernment Review of TI Proposal and/or IGEPendingPendingC41
05-CTI Price Negotiation MemorandumTI PNMPendingPendingC41
05-CTI Cost ReconciliationPendingPendingC41
05-CDavis Bacon Interview Forms and Wage PaymentPendingPendingC22
05-CSmall Business Subcontracting Reports (ISRs and SSRs)PendingPendingC09
05-CEvidence of Security Clearance on Lessor and Lessor's Contractors (See Comment)PendingPendingC10Those regularly accessing VA's space (e.g., janitorial contractor, maintenance contractor) IAW VHA SOP Contract Requirements for Security
05-CConstruction Inspection Reports / Meeting Minutes / SubmittalsPendingPendingC14
05-CSite Visit, Progress Reports, Work OrdersPendingPendingC14
05-CChange Orders Proposals/Backup Bid DocumentationPendingPendingC03
05-CChange Order Required Approvals, if applicable (RPLG, LCO, etc.)PendingPendingC41
05-CConfirmation of Funding for any Contract ChangesPendingPendingC04
05-CChange Orders Documented via Lease Amendment/Signed with Proper Warrant LevelPendingPendingC03
Confirm All eCMS Action Items are Properly Awarded and Documents are uploaded (LE LCO Confirms)
05-APost-Acceptance VAMC COR Letter sent to Lessor, VAMC Director and ACO/SRE - Fully ExecutedCOR LetterPendingPendingC11
05-ACopy of VAMC COR WarrantPendingPendingC11
05-CEvidence of Compliance with GSA Delegation Letter: Post-Award Document UploadsPendingPendingC41
05-CEnergy Star Compliance (See Comment)Energy StarPendingPendingC41YesUse OAEM-provided substitute template document and Energy Star Verification Memo; 12 mo. verification/equivalent or exemption/evidence
05-CGreen Globes Certification (See Comment)PendingPendingC41Follow up as applicable for new construction
05-CFire Inspection ReportPendingPendingC32
05-CCertificate of Seismic CompliancePendingPendingC32Yes
05-CSpace Measurement VerificationPendingPendingC32
05-CCAD/BIM (Revit) and PDF As-BuiltsPendingPendingC27
05-CCertificate of Occupancy (See Comment)PendingPendingC32YesWill not have until completion of construction
05-CCondition Survey Report (or Similar Document) - Fully ExecutedPendingPendingC32
05-CPunch List & ResolutionPendingPendingC32
05-CPeriodic Services SchedulePendingPendingC41
05-CPeriodic Services Schedule - Email confirmation sent to VAMC CORPendingPendingC41
05-COther Space Acceptance Documentation, as applicablePendingPendingC32
05-CMajor Milestone: Space Acceptance (Rent Commencement Lease Amendment)PM: Add 'Projected Date' to Project Data Sheet1-Jan-261-Jan-26PendingPendingC03
Major Milestone: First Use (Activation)PM: Add 'Projected Date' to Project Data Sheet1-Jan-261-Jan-26
06Lease Administration (Post Occupancy)LAM Templates on SharePoint
06Operating Cost (CPI) Adjustment(s) DocumentationCPI AdjustmentsC40
06Real Estate Tax Adjustment(s) Documentation (Bills, Payment, Receipt, Invoices, Appeals)C40
06IFCAP PO for Obligating Rent PaymentsC04
06All Other Invoices / Payment VouchersC29
06Lease Termination NoticeC30
06Renewal Options (Letters or LA to Exercise)C36
06Assignment of ClaimsC31
06Lessor CorrespondenceC39
06Contracting Officer Decision(s) / Resolution(s) EvidenceC39
06Claim(s)C39
06Civilian Board of Contract Appeals or Claims Court Decision(s)C39
06Claim Payment(s)C39
06Ratifications of Unauthorized CommitmentsC40
06Cure Notice(s)C30
06Show Cause(s)C30
06Stop Work DocumentationC30
06Copy of ACO Delegation to VAMC CORC40
06Copy of ACO Delegation Notification to LessorC40
06Copy of ACO Delegation Notification to VAMCC40
06Copy of ACO/COR Warrant (See Comment)C11Delegated to VAMC COR
06Rescission of Past Designation / Delegation of AuthorityC41
06Lease Amendment(s) (See Comment)C03All change orders, CPI adjustments, Real Estate Tax adjustments, novation's, estoppels, etc.
06Changes in Ownership/Changes in Financial Information (See Comment)Novation DocumentsC40Document ownership, lender or financial changes, & concurrences, e.g. lessor refinances, sells bldg., changes name, assigns lease to a related company
06Standstill AgreementC03
06VETS-4212C41
06VA Form 10091C41
06Other Administration Documents, as applicableC41

&"Arial Narrow,Bold"Attachment F VA Master Lease File Checklist

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