Spreadsheet: 233849f4-922d-4b41-894f-689510d9832a
Sheet: Succeeding-Superseding

[This column does not print.] | Succeeding/Superseding Lease
Click to view checklist: |  |  | Agency:
Standard |  |  | Location:
Simplified |  |  | Square footage:
Streamlined |  |  | Project number:
Succeeding/Superseding |  |  | OA number:
On-Airport |  |  | Lease number:
 |  |  | Contracting officer:
Click to print blank PDF: |  |  | Leasing Specialist/RGA:
Standard |  |  | Project manager:
Simplified |  |  | NBC agent:
Streamlined |  |  | [NAME] contract number:
Succeeding/Superseding |  |  | Task order number:
On-Airport |  |  | Phone number:
 |  |  | Type of lease action: | Succeeding-Superseding
 |  | I. | REQUIREMENTS DEVELOPMENT | Required | Note | Document in File
 |  | A. | SF-81 or Other Request for Space
 |  | B. | Requirements Development Documentation (TMP, [NAME], gPM Documentation, etc.)
 |  | C. | Agency Special Requirements or Agency Specific Requirements (ASR)
 |  | D. | Vacant Federal Space Check
 |  | E. | Delineated Area
 |  | F. | Rural Development Act Compliance
 |  | G. | Justification of Delineated Area Outside CBA
 |  | H. | Notification to City Official
 |  | I. | Notification to Field Office re: Lease Expiration
 |  | J. | Notice to FMSP re: [NAME]
 |  | K. | Notification to FPS to Request the FSL Determination
 |  |  | [NAME]
 |  | L. | Initial Scoring Worksheets or Scoring Memorandum
 |  | M. | Prospectus Submission/Approval (House and Senate Resolutions)
 |  | N. | [NAME]
 |  | O. | Succeeding/Superseding Lease Decision Tool:  All worksheets
 |  | P. | Combined Project Management & Acquisition Plan
 |  | Q. | Project Milestone Schedule
 |  | R. | National Broker Contract Task Order Documentation
 |  | S | Other
 |  | II. | PRE-SOLICITATION PHASE | Required | Note | Document in File
 |  | A. | Task Order / Project Orientation Meeting Minutes
 |  | B. | Procurement Summary/FedBizOpps Advertisement and Responses
 |  | C. | Market Survey Analysis and Negotiation Objectives
 |  | D. | Justification for Other Than Full and Open Competition
 |  | E. | Historic Preservation Compliance Check
 |  | F. | Flood Plain Check
 |  | G. | NEPA Compliance
 |  | H. | Other
 |  | III. | SOLICITATION PHASE | Required | Note | Document in File
 |  | A. | Draft RLP Package, including Lease, Special Requirements, and Security Standards
 |  | B. | Agency Approval of [NAME] RLP and [NAME]
 |  | C. | Final  RLP Package with Attachments
 |  | D. | Cover Letter and Procurement Summary Form
 |  | E. | Transmittal of Final RLP Package to Agency, GSA Field Office and FPS
 |  | F. | Amendments to RLP Package
 |  | G. | Correspondence with Offerors Prior to Receipt of Proposals
 |  | H. | Other
 |  | IV. | PRE-NEGOTIATION/EVALUATION OF OFFERS | Required | Note | Document in File
 |  | A. | Seismic Review
 |  | B. | Fire Protection & Life Safety Review of Prelease Submittals
 |  | C. | Request for Contractor Support Services for Lease Acquisition (e.g. CQM, Furniture Vendors, Etc.)
 |  | D. | Other
 |  | V. | UNSUCCESSFUL OFFER(S)—N/A | Required | Note | Document in File
 |  | VI. | SUCCESSFUL OFFER AND AWARD DETERMINATION | Required | Note | Document in File
 |  | A | Initial Offer and Related Correspondence
 |  | B. | Abstract of Offers
 |  | C. | Notice of Deficiencies/Discussions/Negotiations
 |  | D. | [NAME] and [NAME]
 |  | E. | Request for Final Proposal Revision
 |  | F. | [NAME] and Related Correspondence
 |  | G. | Price Negotiation Memorandum
 |  | H. | Revised Scoring Evaluation
 |  | I. | Seismic Certification
 |  | J. | Flood  Plain Compliance
 |  | K. | Responsibility Check
 |  |  | —Central Contractor Registration (CCR) Information via SAM
 |  |  | —Excluded Parties List Service (EPLS) via SAM
 |  |  | —Past Performance
 |  |  | —Financial Responsibility
 |  | L. | EEO Compliance Review
 |  | M. | Energy Star Compliance/ Cost Effective Energy Efficiency Upgrades
 |  | N. | Approved Small Business Subcontracting Plan
 |  | O. | Offeror's Proof of Authority and Ownership
 |  | P. | Other
 |  | VII. (A) | APPROVAL AND FUNDING DOCUMENTS | Required | Note | Document in File
 |  | A. | Agency Recommendation Letter (From GSA) and [NAME] by Agency
 |  | B. | Receipt of RWA and Required Certification
 |  | C. | BA 53 Fund Certification
 |  | D. | Legal Review and Comment
 |  | E. | Other
 |  | VII. (B) | LEASE | Required | Note | Document in File
 |  | A. | Pre-Award (unsigned) Lease Transmittal Letter
 |  | B. | Executed Lease Transmittal Letter (Award)
 |  | C. | Fully Executed Lease
 |  | D. | Lease Amendment(s)
 |  | E. | Delivery Confirmation of Lease to Lessor
 |  | F. | Other
 |  | VIII. | POST AWARD NOTIFICATIONS | Required | Note | Document in File
 |  | A. | Post Award Synopsis
 |  | B. | Posting of Redacted Justification for Other Than Full and Open Competition
 |  | C. | Copy of Correspondence Transmitting Lease to Field Office
 |  | D. | Copy of Correspondence Transmitting Lease to Agency
 |  | E. | Copy of Correspondence Transmitting Lease to FPS
 |  | F. | Request to GSA PMC for Utility Contract
 |  | G. | [NAME] to FMSP
 |  | H. | Other
 |  | IX. | POST AWARD | Required | Note | Document in File
 |  | A. | Finish Selections to Lessor
 |  | B. | Construction Inspection Reports/Meeting Minutes/Green Lease Submittals
 |  | C. | Acceptance of Space
 |  |  | —Condition Survey Report (Form 1204) Signed by GSA, Agency and Lessor
 |  |  | —Punch List and Resolution
 |  | D. | Change Orders Related to Initial Occupancy
 |  | E. | Request Periodic Services Schedule from Lessor, Provide to Lease Administrator
 |  | F. | SBA Reporting Letter
 |  | G. | COR Letter to Designated Agency Representative or Field Office
 |  | H. | Notification to Lessor Identifying Designated COR
 |  | I. | Final OA and Evidence of Transmittal to Agency
 |  | J. | Other
 |  | X. | ADMINISTRATION | Required | Note | Document in File
 |  | A. | Operating Cost Escalations
 |  | B. | Tax Escalations/Appeals
 |  | C. | Change of Ownership
 |  | D. | Lease Digest (R620)
 |  | E. | RWA's Properly Certified
 |  | F. | Miscellaneous Correspondence
 |  | G. | Appeals/Claims/Disputes
 |  |  | —Correspondence
 |  |  | —Contracting Officer Decision
 |  |  | —Resolution
 |  |  | —Unresolved Claim(s)
 |  |  | —Civilian Board of Contract Appeals  or Claims Court Decision
 |  |  | —Payment
 |  | H. | Task Order Close Out
 |  | I. | CAD As-Builts to CIFM
 |  | J. | Other