Attachment F Exhibit 6 - Master Lease File Checklist SEPT 2026.xlsx
XLSX spreadsheet 1013 KB Posted
- Solicitation number
- 36C10F26R0045
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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Other files
| File | Type | Posted |
|---|---|---|
| Attachment I Exhibit 9 - Commission Verification Worksheet.docx | DOCX document | |
| Attachment N - Price Cost Schedule Commission Rates.xlsx | XLSX spreadsheet | |
| Attachment L - Licensing Lawful Authority Sheet.xlsx | XLSX spreadsheet | |
| Attachment G Exhibit 7 - Consolidated QASP and Broker Evaluation Sheet - Template.docx | DOCX document | |
| Attachment E Exhibit 5 _ Forecast of Potential Broker Projects by Region.xlsx | XLSX spreadsheet | |
| Attachment H Exhibit 8 - Broker Commission Agreement - Template.docx | DOCX document | |
| Attachment B Exhibit 2 - Approved Training Course Providers.xlsx | XLSX spreadsheet | |
| Attachment D Exhibit 4 - OCI.docx | DOCX document | |
| Attachment J - Past Performance Questionnaire.docx | DOCX document | |
| 36C10F26R0045.docx | DOCX document | |
| Attachment K - Region Coverage Areas.docx | DOCX document | |
| Firm_Name_Attachment M - RFP Questions.xlsx | XLSX spreadsheet | |
| Attachment C Exhibit 3 - Individual COI and NDA Revised 02.docx | DOCX document | |
| Attachment A Exhibit 1 - Laws and Regulations.pdf |
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Text version
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 Reviews | SOP 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 LFC | This is the MAIN checklist, "Master Lease File Checklist" and consolidates all activities/checklists into one spreadsheet |
| Instructions | Reference as needed |
| Project Details | Input high level project details for your specific project |
| RACI | In development |
| RLP IPT Responsibilities | Outlines roles & responsibiliteis for the IPT during RLP development |
| Broker Responsibilities | Screenshots from the IDIQ contract to outline Broker responsibilities from Project Initiation through Acceptance |
| eCMS Checklist | LCO 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 NUSF | 00,000 |
| Authorized Annual Unserviced Rent | $XX.XX |
| Authorized TI Lump Sum | $XX.XX |
| Lease Action | |
| Lease No. | |
| RLP No. | |
| SCIP ID No. | |
| Document Folder Link | W Drive/SharePoint |
| Branch Chief | Name |
| Project Manager | Name |
| Lease Contracting Officer | Name |
| Estimated Award Date | 1/1/23 |
| Estimated Acceptance Date | 1/1/23 |
| Proposed Term Structure | XX Years, XX Firm Term |
| Termination Rights | XXX Days |
Master LFC
| W Drive | |
| Index | Content |
| (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
| Index | G-REX | |||||||||||
| (Upload) | RPLG | |||||||||||
| (Review) | OAEM | |||||||||||
| (Review) | Comments | |||||||||||
| N/A | Project Intake | IMS | IMS | |||||||||
| Create W Drive Folder/Create SP Data Sheets | LE Leadership Action Only | |||||||||||
| Establish Acquisition Team (IPT Assignments) | IMS Dates provided by LE Leadership | 1-Jan-26 | 1-Jan-26 | |||||||||
| Confirmation of Long term Facility use by lessor | The PM will reach out to the POC at the facility | |||||||||||
| ORP / OAEM Prepares Package and Submits to GSA | IMS Dates provided by LE Leadership | 1-Jan-26 | 1-Jan-26 | |||||||||
| OMB / GSA Review and Approval (Lease Prospectus), if applicable | IMS Dates provided by LE Leadership | 1-Jan-26 | 1-Jan-26 | |||||||||
| Major Milestone: GSA Submits to Congress (Lease Prospectus), if applicable | IMS Dates provided by LE Leadership | 1-Jan-26 | 1-Jan-26 | |||||||||
| 01 | Project Initiation | IMS | IMS | |||||||||
| 01-A | Major Milestone: Receive Completed Procurement Package | IMS Dates provided by LE Leadership | 1-Jan-26 | 1-Jan-26 | ||||||||
| 01-A | Requirements and G-REX Package Submission | IMS | IMS | |||||||||
| 01-A (a) | Existing Lease and Lease Amendments, if applicable | Pending | Pending | P12 | Yes | Required for GSA Delegations; applies to Replacing, Succeeding or Extensions | ||||||
| 01-A (b) | SF 81 or Customer Request - Signed by LCO or PM | Pending | Pending | P01 | Yes | Completed 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 PM | Rural Development Act (RDA) | Pending | Pending | P03 | Yes | Signed by the LCO or PM | |||||
| 01-A (b) | DA Map and Description (Clearly Outlining DA Boundaries) | Pending | Pending | P03 | Yes | Map should form a closed polygon | ||||||
| 01-A (b) | Floodplain Map for DA | Pending | Pending | P11 | Yes | Justification for DA outside CBA | ||||||
| 01-A (b) | Agency Labor Cost Worksheet or Memo - Signed by LCO or PM | Agency Labor Cost Memo | Pending | Pending | P03 | Yes | Use template and signed (by LCO or PM) | |||||
| 01-A (b) | Succeeding Lease Analysis Tool, if applicable | Cost Benefit Analysis | Pending | Pending | P12 | Yes | Required 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) | Pending | Pending | P12 | Yes | Must score under 90% NPV/FMV | ||||||
| 01-A (b) | Market Research (Rent Rate Comps) | Pending | Pending | P02 | Yes | CoStar reports, etc. (at least 3 comps within DA, dated within 90 days) | ||||||
| 01-A (b) | Acquisition Plan - Fully Executed | Pending | Pending | P08 | Yes | Completed and signed; AWEN prepares the Delegation Acq Plan and routes for signatures | ||||||
| 01-A | Completed Program for Design (PFD) via SEPS | Pending | Pending | P01 | Pre-Award | Needs assesment questionairre for mid-level leases | ||||||
| 01-A | Completed SCIP Input by OAEM | Pending | Pending | P01 | Pre-Award | |||||||
| Major Milestone: Delegation of Authority Submitted to GSA | IMS Dates provided by LE Leadership | 1-Jan-26 | 1-Jan-26 | |||||||||
| GSA Reviews G-REX Submission | IMS Dates provided by LE Leadership | 1-Jan-26 | 1-Jan-26 | |||||||||
| 01-B | Integrated Project Team (IPT) Documents | IMS | IMS | |||||||||
| 01-B | IPT Project Charter - Drafted | IPT | Pending | Pending | P12 | |||||||
| Create TEAMS Channel for IPT | ||||||||||||
| 01-C | Integrated Master Schedule (IMS) | IMS | IMS | |||||||||
| 01-C | Establish IMS Baselines and Sign | IMS Training | Pending | Pending | P12 | Yes | eCMS Milestone Plan and/or IMS Schedule | |||||
| 01-D | VA Authorizations, Pre-RLP Funding Cert, and Approved Delegation | IMS | IMS | |||||||||
| 01-D | VA Lease Prospectus and VA 1391-L Summary (includes Lump Sum from TI IGE #1) | Pending | Pending | P01 | Yes | Pre-Award | Used to complete "Background Event" for other documentation; serves as the NAQ | |||||
| 01-D | Approved Delegation | Pending | Pending | P04 | Yes | Pre-Award | ||||||
| 01-D | Funding Certification Memo (Pre-Procurement) - Signed | Funding Certification Memo - Pre-Procurement | Pending | Pending | S30 | |||||||
| 01-E | Task Order and Services (Broker) | IMS | IMS | |||||||||
| National Broker Contract (NBC) Submission (FORCE) | IMS Dates provided by LE Leadership | 1-Jan-26 | 1-Jan-26 | Broker SOW documentation (submitted in FORCE) | ||||||||
| 01-E | Task Order Award Complete - Broker Services Contract | Obtain Procurement Activities/Dates Here | 1-Jan-26 | 1-Jan-26 | Pending | Pending | P12 | Upon award, upload Task Order | ||||
| Broker Services - NTP | IDIQ Solicitation | 1-Jan-26 | 1-Jan-26 | |||||||||
| Prepare and Coordinate Broker Services Kick-Off Meeting | 1-Jan-26 | 1-Jan-26 | ||||||||||
| 01-E | Major Milestone: Broker Kick-Off Meeting | PM: Add 'Actual Start Date' to SP Project Data Sheet | 1-Jan-26 | 1-Jan-26 | Pending | Pending | P11 | |||||
| 01-F | Task Order and Services (AE) | IMS | IMS | |||||||||
| SOW Package Submission (FORCE) | IMS Dates provided by LE Leadership | 1-Jan-26 | 1-Jan-26 | |||||||||
| 01-F | Task Order Award Complete - AE Services Contract | Obtain Procurement Activities/Dates Here | 1-Jan-26 | 1-Jan-26 | Pending | Pending | P12 | Upon award, upload Task Order | ||||
| 01-B | Project IPT Charter - Signed (update to include AE and Broker) | Pending | Pending | P12 | Drafted by PM, reviewed and signed by all IPT members | |||||||
| Prepare and Coordinate AE Project Kick-off Meeting | 1-Jan-26 | 1-Jan-26 | ||||||||||
| 01-F | Major Milestone: AE Project Kick-Off Meeting | PM: Add 'Actual Start Date' to SP Project Data Sheet | 1-Jan-26 | 1-Jan-26 | Pending | Pending | P11 | |||||
| Prepare and Coordinate Risk Assessment Meetings | 1-Jan-26 | 1-Jan-26 | ||||||||||
| 01-F | Major Milestone: Risk Assessment Meetings In-Person | PM: Add 'Actual Start Date' to SP Project Data Sheet | 1-Jan-26 | 1-Jan-26 | Pending | Pending | P11 | |||||
| 01-F | PFD Approval | 1-Jan-26 | 1-Jan-26 | |||||||||
| 1st Submission Package | 1-Jan-26 | 1-Jan-26 | ||||||||||
| 1st Submission VA Project Team Review | 1-Jan-26 | 1-Jan-26 | ||||||||||
| 01-F | Major Milestone: Document Review Meeting In-Person | PM: Add 'Actual Start Date' to SP Project Data Sheet | 1-Jan-26 | 1-Jan-26 | Pending | Pending | P11 | |||||
| 2nd Submission Package | 1-Jan-26 | 1-Jan-26 | ||||||||||
| 2nd Submission VA Project Team and VAMC | 1-Jan-26 | 1-Jan-26 | ||||||||||
| Room Contents List Meeting (Virtual) | 1-Jan-26 | 1-Jan-26 | ||||||||||
| 01-F | Major Milestone: Final Submission Package (RLP Appendices Complete) | PM: Add 'Actual Start Date' to SP Project Data Sheet | 1-Jan-26 | 1-Jan-26 | Pending | Pending | P11 | |||||
| Major Milestone: GSA Sub-Committee Review (GSA Submits to Congress) (See Comment) | PM: Add 'Actual Start Date' to SP Project Data Sheet | 1-Jan-26 | 1-Jan-26 | Procurement activities starting with EOI issuance may begin for Major Leases | ||||||||
| 01-D | GSA Sub-Committee Approval (Committee Resolutions - SVAC, HVAC, GSA EPW, GSA T&I) (See Comment) | FYXX Project Documents | 1-Jan-26 | 1-Jan-26 | Pending | Pending | P11 | All 4 Committee Resolutions must be received to award the lease (and must match) | ||||
| 01-G | Task Order and Services (NEPA and NHPA Due Diligence) | IMS | IMS | |||||||||
| SOW Package Submission (FORCE) | IMS Dates provided by NEPA/NHPA | 1-Jan-26 | 1-Jan-26 | |||||||||
| 01-G | Task Order Award Complete - EV/HP Services Contract | 1-Jan-26 | 1-Jan-26 | Pending | Pending | P12 | Upon award, upload Task Order | |||||
| 01-G | NEPA Preliminary Review of Sites / NEPA Observations | NEPA Guidance and Templates | Pending | Pending | P11 | |||||||
| 01-G | Categorical Exclusion (CATEX) Verification, if applicable (See Comment) | Auto CATEX Template | Pending | Pending | P11 | Yes | Required for leases <75,000 GSF; Signed by NEPA Specialist and LE Director | |||||
| 01-G | Final Environmental Assessment (EA), if applicable (See Comment) | Pending | Pending | P11 | Yes | Required for leases >75,000 GSF; Signed by NEPA Specialist and LE Director | ||||||
| 01-G | Finding of No Significant Impact (FONSI), if applicable (See Comment) | Pending | Pending | P11 | Yes | Signed by NEPA Specialist and LE Director | ||||||
| 01-G | Final Environmental Impact Statement (EIS), if applicable (See Comment) | Pending | Pending | P11 | Yes | Signed by NEPA Specialist and LE Director | ||||||
| 01-G | NEPA Compliance - Record of Decision (ROD) | Pending | Pending | P11 | Yes | |||||||
| 01-G | Administrative Record if EIS / ROD (See Comment) | Pending | Pending | P11 | This task supports litigation | |||||||
| 01-G | Site Map or Full Description of the Approved Action | Pending | Pending | P11 | ||||||||
| 01-G | Phase 1 Environmental Site Assessment | Pending | Pending | P11 | ||||||||
| 01-G | Phase 2 Environmental Site Assessment, if applicable | Pending | Pending | P11 | ||||||||
| 01-G | Flood Plain Compliance Verification / Evidence Outside 100-year FP (See Comment) | FEMA Floodplain Search | Pending | Pending | S32 | Yes | Signed by NEPA specialist; Official FEMA FIRM/FIRMETE required | |||||
| 01-G | Seismic Compliance / GSA Seismic Certification Form (See Comment) | Pending | Pending | C32 | Yes | To be included in Environmental and RLP Packages | ||||||
| 01-G | NHPA Preliminary Review / Section 106 for SHPO, Tribes, CPs | Pending | Pending | P11 | ||||||||
| 01-G | Initiation of Letters (See Comment) | Pending | Pending | P11 | Letters are sent after solicitation for pre-award | |||||||
| 01-G | Responses to Letters (See Comment) | Pending | Pending | P11 | Concurred and/or Not Concurred | |||||||
| 01-G | Additional Correspondence / Studies / Reports, if applicable (See Comment) | Pending | Pending | P11 | Documentation required o achieve concurrence on NAE | |||||||
| 01-G | Native American Consultation Memo (See Comment) | Pending | Pending | P11 | See Directive 8603 | |||||||
| 01-G | NHPA Compliance - Concurrence (See Comment) | Pending | Pending | P11 | Final Correspondence from SHPO, Tribes or CP will suffice | |||||||
| 01-G | NHPA Compliance - Determination Memo (See Comment) | Pending | Pending | P11 | Determining that the Lease yields no historical designation or impact | |||||||
| 01-G | Historic Building Verification (See Comment) | Historic Building Verification | Pending | Pending | P11 | Yes | Use OAEM-provided template and Historic Building Verification Memo | |||||
| 02 | Solicitation Development & Issuance | IMS | IMS | |||||||||
| 02-A | Pre-Solicitation Activities | IMS | IMS | |||||||||
| 02-A (a) | Source Selection Plan (SSP) Drafted / Signed | Source Selection Plan (SSP) | Pending | Pending | P09 | |||||||
| 02-A (a) | Conflict of Interest (COI) Certifications - Signed | Conflict of Interest (COI) | Pending | Pending | P09 | |||||||
| 02-A (a) | Non-Disclosure Agreements (NDA) - Signed | Non-Disclosure Agreement (NDA) | Pending | Pending | P09 | |||||||
| 02-A (b) | Draft Advertisement (EOI); Send to RPLG for Review, if applicable (see comment) | Expressions of Interest | Pending | Pending | P02 | Yes* | *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 Director | Process - EOI Internal Reviews | Pending | Pending | P02 | |||||||
| 02-A (b) | Major Milestone: EOI Posted on SAM.gov (See Comment) | PM: Add 'Actual Start Date' to SP Project Data Sheet | 1-Jan-26 | 1-Jan-26 | Pending | Pending | P02 | Pre-Award | Complete through eCMS; email link LE Leadership and VHA OCAMS | |||
| Cost Estimate Services Requested (Email to Cost Estimate Services) | 1-Jan-26 | 1-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 Received | Upload to SP, 'Cost Estimates' folder, 'IGE-FYXX Projects' | 1-Jan-26 | 1-Jan-26 | Pending | Pending | P01 | |||||
| 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 applicable | Pending | Pending | P02 | ||||||||
| 02-A (c) | Document EOI Submittals (include Floodplain Maps) | FEMA Floodplain Search | Pending | Pending | P02 | |||||||
| 01-A (b) | Justification for Other than Full and Open Competition - Prepared/Signed, if applicable (See Comment) | VA JOTFOC Templates | Pending | Pending | P03 | Yes | Required for all sole source actions and expansion >10,000 SF | |||||
| 02-A (e) | Prepare and Coordinate Market Survey | Market Survey Templates | 1-Jan-26 | 1-Jan-26 | ||||||||
| Provide Site Information to EPO & HPO for Market Survey | Preliminary Review Request | Pending | Pending | P11 | ||||||||
| Major Milestone: Conduct Market Survey | PM: Add 'Actual Start Date' to SP Project Data Sheet | 1-Jan-26 | 1-Jan-26 | |||||||||
| 02-A (e) | Obtain Agency Concurrence of Sites, if applicable | Pending | Pending | P02 | ||||||||
| 02-A (e) | Draft Market Survey Report | Market Survey Report | 1-Jan-26 | 1-Jan-26 | ||||||||
| 02-A (e) | Market Survey Report Complete - Signed | 1-Jan-26 | 1-Jan-26 | Pending | Pending | P02 | ||||||
| 02-A (e) | Notify Site Owners of Concerns | Market Survey Templates | 1-Jan-26 | 1-Jan-26 | Pending | Pending | P02 | |||||
| 02-A (d) | LCO Conducts all Market Research Efforts for Set-Aside (Document Market Research Report) | VA Rule of Two Process and Templates | 1-Jan-26 | 1-Jan-26 | ||||||||
| 02-A (d) | LCO Makes Determination (2268), Signs Market Research Report, Routes for Concurrence as applicable | VA Rule of Two Process and Templates | Pending | Pending | P02 | |||||||
| 02-A (d) | ODSBU Concurrence if Full & Open (2268), if applicable | 1-Jan-26 | 1-Jan-26 | Pending | Pending | P05 | ||||||
| 02-A (d) | RPLG Review if Full & Open (2268), if applicable (See Comment) | 1-Jan-26 | 1-Jan-26 | Pending | Pending | P05 | RPLG review required only if Full and Open determination | |||||
| 02-A (g) | Complete Pre-Negotiation Objectives and Upload to SharePoint (See Comment) | Pre-Negotiation Objectives | Pending | Pending | P02 | Upload to SP "Pre-Negotiation Objectives" | ||||||
| 02-B | R100 Draft and Issuance | Reminder: Upload RLP Package to IPT TEAMS Channel | IMS | IMS | ||||||||
| 02-B (a) | Solicitation Drafted (R100/L100) / Include all required Appendices, Exhibits & Forms (See Comment) | VA R100 (RLP), Appendices, Exhibits | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S02 | Upload R100 as a single document (no attachments) to eCMS | ||||
| 02-B (b) | IPT Approval of RLP | RLP (IPT Review Process) | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S01 | |||||
| 02-B (b) | BC Review (Mandatory) / RPLG Concurrence of RLP, if applicable (See Comment) | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S01 | Yes* | *PM BC reviews, if absent, send to LCO BC; RPLG reviews ONLY if deviating from template | ||||
| 01-D | Major Milestone: Receive Delegation of Authority from GSA (See Comment) | PM: Add 'Actual Start Date' to SP Project Data Sheet | 1-Jan-26 | 1-Jan-26 | Pending | Pending | P04 | Upload to SP "FYXX Project Documents" Folder | ||||
| PM Sends BC Lease File Review #1 | SOP Lease File Review Training | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S01 | ||||||
| 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 Sheet | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S02 | Yes | Pre-Award | For G-REX post award submission, include a copy of the SAM.gov posting | ||
| 01-G | Major Milestone: Task Order Award Complete (EV) (NEPA/NHPA Due Diligence Contract) | PM Adds 'Actual Finish Date" to SP (EPO Provides IMS Dates) | 1-Jan-26 | Pending | Pending | P12 | Pre-Award | Final NEPA documentation for RPLG Pre-Award Review | ||||
| 02-B (d) | Prepare and Coordinate Pre-Bid Conference | 1-Jan-26 | 1-Jan-26 | |||||||||
| 02-B (d) | Conduct Pre-Bid Conference / Document Q&A / Issue RLP Amendment | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S04 | ||||||
| 02-B (d) | Document Correspondence with Offerors Prior to Receipt of Proposals | Pending | Pending | S05 | ||||||||
| 02-B (e) | Upload Additional RLP Amendments, if applicable | Pending | Pending | S02 | ||||||||
| 03 | Evaluation Process | IMS | IMS | |||||||||
| 03-A-1 | 1st Evaluation of Offers | IMS | IMS | |||||||||
| 03-A-1 (a-b) | Major Milestone: Receive / Review Initial Offers / Initiate Scoring | PM: Add 'Actual Start Date' to SP Project Data Sheet | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S08 | |||||
| 03-A-1 (b) | Prepare PVA(s), Broker Information Form, and Request Scoring | Process and Training: Scoring Workbook | ||||||||||
| 03-A-1 (b) | Prepare Price Evaluation Summary (See Comment) | Price Evaluation and Summary Sheet | Pending | Pending | S23 | Each offeror should have a separate PVA spreadsheet | ||||||
| Conduct Price Evaluation Panel Review (Review Price Evaluation Summary) | Guidance: Price Evaluation Panel | Pending | Pending | S23 | ||||||||
| 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 here | Pending | Pending | S02 | Upload FULL offers to eCMS | ||||||||
| Major Milestone: Price Evaluation of Offers | PM: Add 'Actual Start Date' to SP Project Data Sheet | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S23 | ||||||
| Provide Site Information to EPO & HPO for Desktop Reviews | Guidance and Templates: NEPA | |||||||||||
| 01-E (b) | Conduct Environmental Desktop Review by EPO | 1-Jan-26 | 1-Jan-26 | Pending | Pending | P11 | ||||||
| 01-E (b) | Conduct Cultural Resources Desktop Review by HPO | 1-Jan-26 | 1-Jan-26 | Pending | Pending | P11 | ||||||
| 03-A-1 (d) | Prepare and Coordinate TEB 1 (Obtain/Document New COIs and NDAs, if applicable) | TEB Member Evaluation Sheets | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S15 | |||||
| 03-A-1 (d) | Major Milestone: TEB Reviews Proposals (TEB 1) / Document Member Evaluations | PM: Add 'Actual Start Date' to SP Project Data Sheet | 1-Jan-26 | 1-Jan-26 | ||||||||
| 03-A-1 (d) | Document TEB 1 Chairperson Evaluation Summary of Ratings | TEB Chairperson Summary | Pending | Pending | S15 | |||||||
| Number of Environmental Sites Identified for Service Contract (Notify EPO and HPO) | 1-Jan-26 | 1-Jan-26 | ||||||||||
| 03-A-1 (d) | Draft TEB 1 Report | TEB Report | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S15 | Yes | ||||
| 03-A-1 (e) | Draft Competitive Range Determination Report (CRDR) | Competitive Range Determination Report | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S17 | |||||
| 03-A-1 (f) | Draft Inclusion/Exclusion Notification Letters | Notification Letters | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S23 | |||||
| 03-A-1 (h) | RPLG Concurrence of TEB 1 Report, CRDR, and Notification Letters | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S31 | Pre-Award | |||||
| Upload Above | Sign TEB 1 Report and CRDR; Issue Letters | Upload as indicated above | Pre-Award | |||||||||
| 03-A-1 (g) | Draft Negotiation Call Guide | Guidance: Negotiation/Discussion Calls | Pending | Pending | S18 | |||||||
| Upload Above | Conduct and Document Negotiations / Request Revised Proposals | Request for Revised Proposals | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S18 | |||||
| Offerors Prepare Revised Proposals | PM: Add 'Actual Start Date' to SP Project Data Sheet | 1-Jan-26 | 1-Jan-26 | |||||||||
| 03-A-2 | 2nd Evaluation of Offers | IMS | IMS | |||||||||
| 03-A-2 (a) | Receive / Review Revised Offers / Initiate Scoring | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S08 | ||||||
| 03-A-2 (b) | Prepare PVA(s), Broker Information Form, and Request Scoring | Process and Training: Scoring Workbook | ||||||||||
| 03-A-2 (b) | Prepare Price Evaluation Summary (See Comment) | Use Price Evaluation Summary from 1st Evaluation | Pending | Pending | S23 | Each offeror should have a separate PVA spreadsheet | ||||||
| Conduct Price Evaluation Panel Review (Review Price Evaluation Summary) | Guidance: Price Evaluation Panel | Pending | Pending | S23 | ||||||||
| Major Milestone: Price Evaluation of Offers | PM: Add 'Actual Start Date' to SP Project Data Sheet | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S23 | ||||||
| 03-A-2 (d) | Prepare and Coordinate TEB 2 (Obtain/Document New COIs and NDAs, if applicable) | 1-Jan-26 | 1-Jan-26 | Pending | Pending | P09 | ||||||
| 03-A-2 (d) | Major Milestone: TEB Reviews Proposals (TEB 2) (See Comment) | PM: Add 'Actual Start Date' to SP Project Data Sheet | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S15 | Upload all TEB Member Evaluations | ||||
| 03-A-2 (d) | Document TEB 2 Chairperson Evaluation Summary of Ratings | Pending | Pending | S15 | ||||||||
| 03-A-2 (d) | Draft TEB 2 Report | TEB Report | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S15 | Yes | ||||
| 03-A-2 (e-g) | If Narrowing Competitive Range and/or Requesting FPRs: Complete CRD Report, Letters, and Negotiations | See Links Above, as applicable | Pre-Award | |||||||||
| 03-A-2 (h) | RPLG Concurrence of TEB 2 Report (including other documents, i.e., letters, if applicable) | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S31 | ||||||
| Upload Above | Sign TEB 2 Report, CRDR, and Issue Letters, as applicable | Upload as indicated above | Pre-Award | |||||||||
| 03-A-2 (g) | Draft Negotiation Call Guide, if applicable (Previously called "Discussions") | Guidance: Negotiation/Discussion Calls | Pending | Pending | S18 | |||||||
| Upload Above | Conduct and Document Negotiations, if applicable | Pending | Pending | S18 | ||||||||
| 03-A-3 | FPR Evaluation of Offers | IMS | IMS | |||||||||
| 03-A-3 (a) | Request / Evaluate Final Proposal Revisions (FPR), if needed (See Comments) | See Links Above, as applicable | Pending | Pending | S18 | FPRs only required if revised proposals are not sufficient to select an apparent awardee | ||||||
| 03-A-3 (b) | Conduct Price Evaluation, if needed | Pending | Pending | S23 | Pre-Award | |||||||
| 03-A-3 (c) | Conduct TEB 3, if needed | Pending | Pending | S15 | ||||||||
| Notify LE Leadership to Initiate Change Management (Mid-Levels) based on Final Rates/TI IGE #2 (see Policy & Comments) | Change Management Policy | Draft documents are uploaded to SharePoint; contact your BC about next steps | ||||||||||
| 03-B | Successful Offeror (Offer and Related Correspondence) | IMS | IMS | |||||||||
| 03-B | Awardee: Correspondence with Offeror Prior to Receipt of Proposals | Pending | Pending | S05 | ||||||||
| 03-B | Awardee: Offeror Proposal Compliance Matrix (Abstract) | Pending | Pending | S07 | Yes | |||||||
| 03-B | Awardee: Technical Proposal (All Submissions) | Pending | Pending | S10 | Yes | Pre-Award | ||||||
| 03-B | Awardee: GSA Form 1217 (Final Offer) | Pending | Pending | S10 | Yes | Pre-Award | Pre-Award | |||||
| 03-B | Awardee: GSA Form 1364 and Attachment 1 (Final Offer) | Pending | Pending | S10 | Yes | Pre-Award | Pre-Award | |||||
| 03-B | Awardee: PVA Spreadsheets (All Submissions) | Pending | Pending | S23 | ||||||||
| 03-B | Awardee: Final Scoring Workbook | Pending | Pending | S32 | Yes | Pre-Award | ||||||
| 03-B | Awardee: Documentation supporting site acquisition cost included in the Final Scoring Workbook | Pending | Pending | S32 | ||||||||
| 03-B | Awardee: Documentation regarding any buy-down calculations, if applicable | Pending | Pending | S32 | ||||||||
| 03-B | Awardee: Record of Discussions/Negotiations | Pending | Pending | S18 | ||||||||
| 03-B | Awardee: Letters Requesting Revised Proposals | Pending | Pending | S18 | Yes | Pre-Award | ||||||
| 03-C | Responsibility Determination (Document ADM & Conduct a Final Check for Awardee) | IMS | IMS | |||||||||
| 03-C | Contractor Responsibility Assesment | Email vendorreport@feddatacheck.net [include UEID in Subject Line] | Pending | Pending | S20 | |||||||
| 03-C | VETbiz Report | Offeror Submittal | Pending | Pending | S20 | |||||||
| 03-C | SAM.gov Active Registration | Offeror Submittal | Pending | Pending | S20 | Yes | ||||||
| 03-C | SAM.gov Online Reps and Certs | Offeror Submittal | Pending | Pending | S20 | Yes | ||||||
| 03-C | Financial Commitment Documentation | Offeror Submittal | Pending | Pending | S20 | Yes | ||||||
| 03-C | Proof of Ownership | Offeror Submittal | Pending | Pending | S10 | Yes | ||||||
| 03-C | Proof of Authority to Represent Ownership Entity | Offeror Submittal | Pending | Pending | S10 | Yes | ||||||
| 03-C | Small Business Subcontracting Plan / OSDBU Approval and Verification, if applicable | Offeror Submittal | Pending | Pending | S22 | Yes | ||||||
| 03-C | Environmental Remediation Record of Negotiations, if applicable | Offeror Submittal | Pending | Pending | S24 | |||||||
| 03-C | Energy Independence and Security Act (EISA) Compliance Memo, if applicable | Offeror Submittal | Pending | Pending | S31 | Yes | ||||||
| 03-C | Certification of Building Energy Performance /Green Globes Scorecard | Offeror Submittal | Pending | Pending | S32 | Yes | Pre-Award | |||||
| 03-C | Floodplain Compliance Verification (See Comment) | Offeror Submittal | Pending | Pending | S32 | RPLG reviews if floodplain is a concern. | ||||||
| 03-C | Randolph Sheppard Act Compliance (See Comment) | FY26 POC Brandi Stockstill and Melissa Barren | Pending | Pending | C40 | Yes | VAMC sends letter to State, document response, add to design if required. | |||||
| 03-D | Award Decision Memorandum (ADM) | IMS | IMS | |||||||||
| 03-D | ADM Drafted | Award Determination Memorandum | 1-Jan-26 | 1-Jan-26 | Pending | Yes | ||||||
| 04 | Final Lease Award Phase | IMS | IMS | |||||||||
| 04-D (a) | Draft L100 and Exhibits (See Comment) | Training: VA L100 | Pending | Pending | C03 | Pre-Award | Final draft should be uploaded in word and PDF formats | |||||
| 04-A | Pre-Award Funding Cert, Purchase Order, and 2237 | IMS | IMS | |||||||||
| 04-A (a) | Receive Interal Appraisal Report (Existing Buildings, if applicable) | Pending | Pending | S32 | Pre-Award | |||||||
| 04-A (b) | Complete/Route Funding Certification Memo to BC - Signed | Funding Certification Memo - Pre-Award | 1-Jan-26 | 1-Jan-26 | Pending | Pending | P01 | |||||
| 04-B | Pre-Award Lease File Reviews (BC, RPLG, OAEM) | IMS | IMS | |||||||||
| 04-B (b) | Complete Capital Lease Checklist - Signed | Capital Lease Checklist | Pending | Pending | S32 | Pre-Award | Pre-Award | |||||
| 04-B (b) | Complete Crosswalk Memo for NUSF to ABOA - Signed (See Comment) | Crosswalk NUSF to ABOA Memo | Pending | Pending | S18 | Pre-Award | Per OAEM as of April 2026, this memo remains a requirement | |||||
| Team Sends BC File Review #2 | 1-Jan-26 | 1-Jan-26 | ||||||||||
| PM Sends RPLG Review Request for ADM and Pre-Award Lease File Review | Process: Pre-Award File Reviews and Congressional Notifications | |||||||||||
| 04-B (a) | RPLG Concurrence of ADM and Pre-Award Lease File Review | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S31 | ||||||
| 03-D | Finalize / Sign ADM (Source Selection Authority Decision) (See Comment) | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S24 | Yes | Pre-Award | Pre-Award | Submit to RPLG with pre-award package for concurrent review | ||
| Lease File Completed (BC Confirms in W Drive and eCMS) | Lease File Review Request | 1-Jan-26 | 1-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&S | Pending | Pending | S18 | Pre-Award | ||||||
| Within 30-Days of Award: LCO Submits Documents to GREX for GSA Pre-Award Concurrence | Process: Pre-Award File Reviews and Congressional Notifications | 1-Jan-26 | 1-Jan-26 | Pre-Award | ||||||||
| 04-B (b) | OAEM Concurrence of Lease Award (Obtain OAEM "Official Concurrence" via Signed Memo) | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S31 | Pre-Award | |||||
| 04-C | Congressional Notification Letters (Major Leases Only) | IMS | IMS | |||||||||
| 04-C | Prepare Congressional Notification (Upload Full Package to W Drive/eCMS) | Congressional Notifications Process | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S31 | Pre-Award | ||||
| 04-C | OAEM Provides Recommendation to Begin Routing for Approvals | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S31 | Pre-Award | |||||
| LE Leadership Routes VIEWS for Approvals (PM Updates CN Package, if needed) (See Comment) | 1-Jan-26 | 1-Jan-26 | Pre-Award | RPLG is notified to review CN package through VIEWS and provides concurrence | ||||||||
| Major Milestone: Notification Letters Released to Congress | PM: Add 'Actual Start Date' to SP Project Data Sheet | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S31 | ||||||
| 04-C | Congressional Notice Period (30 Days) / Upload Signed Letters | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S31 | ||||||
| 04-D | L100 Draft and Final Lease Contract (Fully Executed) | IMS | IMS | |||||||||
| 01-E | Major Milestone: NEPA Complete (See Comment) | PM: Add 'Actual Start Date' to SP Project Data Sheet | 1-Jan-26 | 1-Jan-26 | To be included in Environmental and RLP Packages | |||||||
| 04-D (a) | Add Environmental Due Diligence to L100, if applicable, and finalize Lease | Environmental Due Diligence in the Lease | ||||||||||
| 01-B | Document CPRMP or Change Management Approval, if applicable (See Comment) | 1-Jan-26 | 1-Jan-26 | Pending | Pending | S30 | Pre-Award | LCOs 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 Portal | 1-Jan-26 | 1-Jan-26 | |||||||||
| 04-A (c) | Confirm Certification of Funds for Lump Sum and Rent (Station provides 2237) (See Comment) | 1-Jan-26 | 1-Jan-26 | Yes | Pre-Award | LCOs 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) | Pending | Pending | S30 | Yes | Documentation that lump sum funding has been obligated | ||||||
| Finalize Contract File in eCMS (LCO BC Confirms in eCMS) | Lease File Review Request | 1-Jan-26 | 1-Jan-26 | |||||||||
| Within 30-Days of Award: Draft Pre-Award Notice to Lessor, Letters to Unsuccessful Offerors, & Send to RPLG for Concurrence | Pre-Award Notice / Notice to Unsuccessful Letters | Yes | ||||||||||
| 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 Sheet | 1-Jan-26 | 1-Jan-26 | Pending | Pending | C03 | Yes | L-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-E | Award Notifications and Debriefings | IMS | IMS | |||||||||
| 04-E | Lease Award Synopsis Posted to SAM.gov (See Comment) | Notice of Award for SAM.gov | 1-Jan-26 | 1-Jan-26 | Pending | Pending | C01 | Yes | Add link to Project Data Sheet | |||
| 04-E | Provide Notice/Letters to Unsuccessful Offerors (See Comment) | Unsuccessful Award Notification Letter | Pending | Pending | S28 | Pre-Award | Added 1/16/26 | |||||
| 04-E | Conduct and Document Debriefings, Oral or In Writing (See Comment) | Post-Award Debriefing Letter | Pending | Pending | S29 | Pre-Award | All written and oral must be documented | |||||
| 04-E | Distribute Lease to Lessor, Station COR, VISN CAM and Design/Construction IPT Members (Email Confirmation) | Pending | Pending | C40 | ||||||||
| After distribution of the Lease, confirm the Station COR or VISN CAM uploads the Lease to CAI | ||||||||||||
| 04-E | Complete SAM.gov Posting of Redacted JOFOC, if applicable | Pending | Pending | C01 | ||||||||
| 04-E | Protests and Resolutions (Take Action and Document), if applicable | Pending | Pending | C02 | Yes | |||||||
| 04-E | VA Broker Commission Verification Worksheet | Pending | Pending | C41 | ||||||||
| 05 | Post Award | Project Transitions from LE to LD | IMS | IMS | ||||||||
| 05-A | ACO Designation and Post Award Kickoff | IMS | IMS | |||||||||
| 05-A | Complete ACO (SRE) Letter (Upload Signed Copy) | ACO Delegation from LCO to SRE | Pending | Pending | C41 | |||||||
| 05-A | Complete PM to SRE Project Award Job Aid (Handoff Document) | Post Award Transition Process | Pending | Pending | C41 | |||||||
| 05-A | Coordinate and Prepare Post Award Kick-off Meeting and Slides | Post Award Kick Off Template | ||||||||||
| 05-B | Post Award G-REX Submission | IMS | IMS | |||||||||
| All GSA Delegation Requirements have been completed to this point; copy all GREX documents to this folder for submission | G-REX Submission Training and Checklist | Filter to "Yes" | ||||||||||
| 05-C | RE Files (Post Award Activities) | IMS | IMS | |||||||||
| 05-C | Evidence of Randolph Sheppard Act Compliance - Post Award | Pending | Pending | C40 | ||||||||
| 05-C | Design Intent Drawings (DIDs) - Approved | Pending | Pending | C27 | ||||||||
| 05-C | Fire/Safety Review and Approval of DIDs | Pending | Pending | C27 | ||||||||
| 05-C | Finish Selections to Lessor | Pending | Pending | C27 | ||||||||
| 05-C | Construction Drawings from Lessor | Pending | Pending | C27 | ||||||||
| 05-C | Construction Drawing Review by Government | Pending | Pending | C27 | ||||||||
| 05-C | Site/Shell Permit Complete | Pending | Pending | C27 | ||||||||
| 05-C | TI Building Permit | Pending | Pending | C27 | ||||||||
| 05-C | IFCAP Purchase Order for Tenant Improvements | Upload Copy from WebVram | Pending | Pending | C04 | |||||||
| 05-C | TI Notice to Proceed (NTP) Issued | TI NTP (LA) | Pending | Pending | C08 | |||||||
| 05-C | Lessor's TI Proposal on TICS Table | Pending | Pending | C41 | ||||||||
| 05-C | Government Review of TI Proposal and/or IGE | Pending | Pending | C41 | ||||||||
| 05-C | TI Price Negotiation Memorandum | TI PNM | Pending | Pending | C41 | |||||||
| 05-C | TI Cost Reconciliation | Pending | Pending | C41 | ||||||||
| 05-C | Davis Bacon Interview Forms and Wage Payment | Pending | Pending | C22 | ||||||||
| 05-C | Small Business Subcontracting Reports (ISRs and SSRs) | Pending | Pending | C09 | ||||||||
| 05-C | Evidence of Security Clearance on Lessor and Lessor's Contractors (See Comment) | Pending | Pending | C10 | Those regularly accessing VA's space (e.g., janitorial contractor, maintenance contractor) IAW VHA SOP Contract Requirements for Security | |||||||
| 05-C | Construction Inspection Reports / Meeting Minutes / Submittals | Pending | Pending | C14 | ||||||||
| 05-C | Site Visit, Progress Reports, Work Orders | Pending | Pending | C14 | ||||||||
| 05-C | Change Orders Proposals/Backup Bid Documentation | Pending | Pending | C03 | ||||||||
| 05-C | Change Order Required Approvals, if applicable (RPLG, LCO, etc.) | Pending | Pending | C41 | ||||||||
| 05-C | Confirmation of Funding for any Contract Changes | Pending | Pending | C04 | ||||||||
| 05-C | Change Orders Documented via Lease Amendment/Signed with Proper Warrant Level | Pending | Pending | C03 | ||||||||
| Confirm All eCMS Action Items are Properly Awarded and Documents are uploaded (LE LCO Confirms) | ||||||||||||
| 05-A | Post-Acceptance VAMC COR Letter sent to Lessor, VAMC Director and ACO/SRE - Fully Executed | COR Letter | Pending | Pending | C11 | |||||||
| 05-A | Copy of VAMC COR Warrant | Pending | Pending | C11 | ||||||||
| 05-C | Evidence of Compliance with GSA Delegation Letter: Post-Award Document Uploads | Pending | Pending | C41 | ||||||||
| 05-C | Energy Star Compliance (See Comment) | Energy Star | Pending | Pending | C41 | Yes | Use OAEM-provided substitute template document and Energy Star Verification Memo; 12 mo. verification/equivalent or exemption/evidence | |||||
| 05-C | Green Globes Certification (See Comment) | Pending | Pending | C41 | Follow up as applicable for new construction | |||||||
| 05-C | Fire Inspection Report | Pending | Pending | C32 | ||||||||
| 05-C | Certificate of Seismic Compliance | Pending | Pending | C32 | Yes | |||||||
| 05-C | Space Measurement Verification | Pending | Pending | C32 | ||||||||
| 05-C | CAD/BIM (Revit) and PDF As-Builts | Pending | Pending | C27 | ||||||||
| 05-C | Certificate of Occupancy (See Comment) | Pending | Pending | C32 | Yes | Will not have until completion of construction | ||||||
| 05-C | Condition Survey Report (or Similar Document) - Fully Executed | Pending | Pending | C32 | ||||||||
| 05-C | Punch List & Resolution | Pending | Pending | C32 | ||||||||
| 05-C | Periodic Services Schedule | Pending | Pending | C41 | ||||||||
| 05-C | Periodic Services Schedule - Email confirmation sent to VAMC COR | Pending | Pending | C41 | ||||||||
| 05-C | Other Space Acceptance Documentation, as applicable | Pending | Pending | C32 | ||||||||
| 05-C | Major Milestone: Space Acceptance (Rent Commencement Lease Amendment) | PM: Add 'Projected Date' to Project Data Sheet | 1-Jan-26 | 1-Jan-26 | Pending | Pending | C03 | |||||
| Major Milestone: First Use (Activation) | PM: Add 'Projected Date' to Project Data Sheet | 1-Jan-26 | 1-Jan-26 | |||||||||
| 06 | Lease Administration (Post Occupancy) | LAM Templates on SharePoint | ||||||||||
| 06 | Operating Cost (CPI) Adjustment(s) Documentation | CPI Adjustments | C40 | |||||||||
| 06 | Real Estate Tax Adjustment(s) Documentation (Bills, Payment, Receipt, Invoices, Appeals) | C40 | ||||||||||
| 06 | IFCAP PO for Obligating Rent Payments | C04 | ||||||||||
| 06 | All Other Invoices / Payment Vouchers | C29 | ||||||||||
| 06 | Lease Termination Notice | C30 | ||||||||||
| 06 | Renewal Options (Letters or LA to Exercise) | C36 | ||||||||||
| 06 | Assignment of Claims | C31 | ||||||||||
| 06 | Lessor Correspondence | C39 | ||||||||||
| 06 | Contracting Officer Decision(s) / Resolution(s) Evidence | C39 | ||||||||||
| 06 | Claim(s) | C39 | ||||||||||
| 06 | Civilian Board of Contract Appeals or Claims Court Decision(s) | C39 | ||||||||||
| 06 | Claim Payment(s) | C39 | ||||||||||
| 06 | Ratifications of Unauthorized Commitments | C40 | ||||||||||
| 06 | Cure Notice(s) | C30 | ||||||||||
| 06 | Show Cause(s) | C30 | ||||||||||
| 06 | Stop Work Documentation | C30 | ||||||||||
| 06 | Copy of ACO Delegation to VAMC COR | C40 | ||||||||||
| 06 | Copy of ACO Delegation Notification to Lessor | C40 | ||||||||||
| 06 | Copy of ACO Delegation Notification to VAMC | C40 | ||||||||||
| 06 | Copy of ACO/COR Warrant (See Comment) | C11 | Delegated to VAMC COR | |||||||||
| 06 | Rescission of Past Designation / Delegation of Authority | C41 | ||||||||||
| 06 | Lease Amendment(s) (See Comment) | C03 | All change orders, CPI adjustments, Real Estate Tax adjustments, novation's, estoppels, etc. | |||||||||
| 06 | Changes in Ownership/Changes in Financial Information (See Comment) | Novation Documents | C40 | Document ownership, lender or financial changes, & concurrences, e.g. lessor refinances, sells bldg., changes name, assigns lease to a related company | ||||||||
| 06 | Standstill Agreement | C03 | ||||||||||
| 06 | VETS-4212 | C41 | ||||||||||
| 06 | VA Form 10091 | C41 | ||||||||||
| 06 | Other Administration Documents, as applicable | C41 |
&"Arial Narrow,Bold"Attachment F VA Master Lease File Checklist
../../../../../../:f:/r/sites/VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Interest/00%20-%20Template%20Documents/06%20-%20Lease%20Contract%20Administration/Novation%20documents?csf=1&web=1&e=fnea1G../../../../../../:f:/r/sites/VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Interest/00%20-%20Template%20Documents/06%20-%20Lease%20Contract%20Administration/CPI%20Adjustments?csf=1&web=1&e=O6R3JH../../../../../../:f:/r/sites/VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Interest/00%20-%20Template%20Documents/04%20-%20Final%20Lease%20Award%20Phase/04-C%20-%20Congressional%20Notification%20Package?csf=1&web=1&e=bcOjkI../../../../../../:f:/r/sites/VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Interest/00%20-%20Template%20Documents/05%20-%20Post%20Award/05-A%20-%20ACO%20Delegation%20and%20Post%20Award%20Kickoff?csf=1&web=1&e=9LQlJM../../../../../../:f:/r/sites/VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Interest/00%20-%20Template%20Documents/04%20-%20Final%20Lease%20Award%20Phase/04-D%20-%20Lease%20Draft%20and%20Final%20Contract%20Fully%20Executed/Lease%20Amendment%20Templates?csf=1&web=1&e=Xfq2Bj../../../../../../:f:/r/sites/VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Interest/00%20-%20Template%20Documents/05%20-%20Post%20Award/05-A%20-%20ACO%20Delegation%20and%20Post%20Award%20Kickoff?csf=1&web=1&e=9LQlJM../../../../../../:f:/r/sites/VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Interest/00%20-%20Template%20Documents/04%20-%20Final%20Lease%20Award%20Phase/04-E%20-%20Award%20Notifications%20and%20Debriefings?csf=1&web=1&e=gYR9cg../../../../../../:f:/r/sites/VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Interest/00%20-%20Template%20Documents/04%20-%20Final%20Lease%20Award%20Phase/04-E%20-%20Award%20Notifications%20and%20Debriefings?csf=1&web=1&e=FQTRI5../../../../../../:f:/r/sites/VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Interest/00%20-%20Template%20Documents/04%20-%20Final%20Lease%20Award%20Phase/04-B%20-%20Pre-Award%20Lease%20File%20Reviews%20(BC,%20RPLG,%20OAEM)?csf=1&web=1&e=lYMU5d../../../../../../:f:/r/sites/VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Interest/00%20-%20Template%20Documents/04%20-%20Final%20Lease%20Award%20Phase/04-E%20-%20Award%20Notifications%20and%20Debriefings?csf=1&web=1&e=FQTRI5../../../../../VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Interest/Forms/AllItems.aspx?csf=1&web=1&e=CLZcs3&CID=d1f9fd07%2Dd5b0%2D4dbf%2Dbd4a%2Db0fc80cf62e3&FolderCTID=0x012000B23581995737524595ED715B8C46812E&id=%2Fsites%2FVACOVACOCFM%2FRealProperty%2Fleaseexecution%2FExpressions%20of%20Interest%2F01%20%2D%20ORP%20Training%20and%20Program%20Information%2FSOPs%2FSOP%20File%20Reviews%20%26%20Data%20Sheet%20Updates../../../../../../:f:/r/sites/VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Interest/00%20-%20Template%20Documents/03%20-%20Evaluation%20Process/03-D%20-%20Award%20Decision%20Memorandum?csf=1&web=1&e=wEr4tr../../../../../VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Interest/Forms/AllItems.aspx?id=%2Fsites%2FVACOVACOCFM%2FRealProperty%2Fleaseexecution%2FExpressions%20of%20Interest%2F00%20%2D%20Template%20Documents%2F05%20%2D%20Post%20Award%2F05%2DB%20%2D%20Post%20Award%20G%2DREX%20Submission&viewid=ac03818f%2D1842%2D4ccf%2Da7b6%2D2eebde63b74c&csf=1&CID=e34b801b%2D91b5%2D44a3%2Db08c%2Dcfa2017603d0&FolderCTID=0x012000B23581995737524595ED715B8C46812E../../../../../../:f:/r/sites/VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Interest/00%20-%20Template%20Documents/01%20-%20Project%20Initiation/01-G%20-%20TO%20and%20Services%20(NEPA%20and%20NHPA%20Due%20Diligence)?csf=1&web=1&e=es37Ll../../../../../../:f:/r/sites/VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Interest/00%20-%20Template%20Documents/03%20-%20Evaluation%20Process/03-A%20-%20Evaluation%20of%20Offers/d.%20TEB%201%20Evaluations%20and%20Report?csf=1&web=1&e=ULCLZI../../../../../../:f:/r/sites/VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Interest/00%20-%20Template%20Documents/03%20-%20Evaluation%20Process/03-A%20-%20Evaluation%20of%20Offers/f.%20Notification%20Letters%20and%20Request%20for%20Revised%20Proposals?csf=1&web=1&e=H7QESi../../../../../../:f:/r/sites/VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Interest/00%20-%20Template%20Documents/02%20-%20Solicitation%20Development%20and%20Issuance/02-A%20-%20Pre-Solicitation%20Activities/g.%20Pre-Negotiation%20Objectives?csf=1&web=1&e=xxHHhz../../../../../../:f:/r/sites/VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Interest/00%20-%20Template%20Documents/01%20-%20Project%20Initiation/01-A%20-%20Requirements%20and%20G-REX%20Package%20Submission/b.%20G-REX%20Delegation%20Submission/TEMPLATES%20for%20Succeeding,%20Extension,%20and%20Alterations%20Actions?csf=1&web=1&e=q6RydC../../../../../../:f:/r/sites/VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Inter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sites/VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Interest/00%20-%20Template%20Documents/01%20-%20Project%20Initiation/01-G%20-%20TO%20and%20Services%20(NEPA%20and%20NHPA%20Due%20Diligence)?csf=1&web=1&e=es37Ll../../../../../../:f:/r/sites/VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Interest/00%20-%20Template%20Documents/05%20-%20Post%20Award/05-A%20-%20ACO%20Delegation%20and%20Post%20Award%20Kickoff?csf=1&web=1&e=9LQlJM../../../../../../:f:/r/sites/VACOVACOCFM/RealProperty/leaseexecution/Expressions%20of%20Interest/00%20-%20Template%20Documents/02%20-%20Solicitation%20Development%20and%20Issuance/02-A%20-%20Pre-Solicitation%2…
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