APPENDIX B: Lease File Checklists

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APPENDIX B: Lease File ChecklistsAPPENDIX B:Lease File Checklists1. Overview . B-12. Lease File Checklists . B-1a. Simplified Lease Acquisition Model . B-2b. Streamlined Lease Model . B-7c. Succeeding Lease, Superseding Lease Model. B-12d. Standard Lease Model . B-15e. On-Airport Lease Model . B-20PBS Leasing Desk GuideThis page last revised: 9/30/2013B-i

APPENDIX B: Lease File Checklists1. Overview 1. Overviewa.PricewaterhouseCoopers LLP (PwC) prepared an FY 2000 Management Letter undercontract to the Office of Inspector General (IG) that addressed leasing. The leasing matter wasincluded in the IG’s Report Number A001012/B/F/F01012 and transmitted by the RegionalInspector General for Auditing to the Acting Commissioner on May 29, 2001.b.PwC “reviewed the leasing files to ensure the files were properly documented” and foundsome “discrepancies.” A small percentage of the files did not include either copies of newspaperadvertisements or price negotiation documentation. Accordingly, the report recommended thatPBS “Establish a standardized contract file format in accordance with the GSAM so that individualpieces of documentation can be located more easily.” PBS management agreed with therecommendation and, in October 2001, issued guidance to Leasing Specialists instructing themto use the lease file checklist to organize lease files and to include the lease file checklist in thelease file. In addition, PBS provided a guidance document to be used in coordination with theChecklist and that explains the policy requirements for each task.c.In June 2012, the GSA PBS Office of Leasing issued templates for Request for LeaseProposals (RLP) and Lease for the models that were developed through the PBS Lease Reforminitiative. Lease models have tailored the lease acquisition documents to the size, complexity,and security level of the lease transaction. This includes dividing the solicitation for offers intotwo documents, a Request for Lease Proposals (RLP) and Lease for each model except the OnAirport model that does not use an RLP.The five models are: Simplified Lease Acquisition ModelStreamlined Lease ModelSucceeding Lease, Superseding Lease ModelStandard Lease ModelOn-Airport Lease Model2. Lease File ChecklistsThis appendix establishes lease file checklists for the following leasing models: Simplified Lease Acquisition ModelStreamlined Lease ModelSucceeding Lease, Superseding Lease ModelStandard Lease ModelOn-Airport Lease ModelThese checklists provides a reference point for all tasks/documentation necessary to complete alease acquisition and should be used in coordination with the Leasing Desk Guide, whichexplains the policy requirements for each task. (Note: In the near future, the GSA PBS Officeof Leasing will be incorporating live hyperlinks from the specific line items in followinglease file checklist to the appropriate Leasing Desk Guide section providing policyguidance on that specific line item.)PBS Leasing Desk GuideThis page last revised: 9/30/2013B-1

APPENDIX B: Lease File Checklists a. Simplified Lease Acquisition Modela. Simplified Lease Acquisition ModelB-2PBS Leasing Desk GuideThis page last revised: 9/30/2013

APPENDIX B: Lease File Checklistsa. Simplified Lease Acquisition Model PBS Leasing Desk GuideThis page last revised: 9/30/2013B-3

APPENDIX B: Lease File Checklists a. Simplified Lease Acquisition ModelB-4PBS Leasing Desk GuideThis page last revised: 9/30/2013

APPENDIX B: Lease File Checklistsa. Simplified Lease Acquisition Model PBS Leasing Desk GuideThis page last revised: 9/30/2013B-5

APPENDIX B: Lease File Checklists a. Simplified Lease Acquisition Model.B-6PBS Leasing Desk GuideThis page last revised: 9/30/2013

APPENDIX B: Lease File Checklistsb. Streamlined Lease Model b. Streamlined Lease ModelPBS Leasing Desk GuideThis page last revised: 9/30/2013B-7

APPENDIX B: Lease File Checklists b. Streamlined Lease ModelB-8PBS Leasing Desk GuideThis page last revised: 9/30/2013

APPENDIX B: Lease File Checklistsb. Streamlined Lease Model PBS Leasing Desk GuideThis page last revised: 9/30/2013B-9

APPENDIX B: Lease File Checklists b. Streamlined Lease ModelB-10PBS Leasing Desk GuideThis page last revised: 9/30/2013

APPENDIX B: Lease File Checklistsb. Streamlined Lease Model .PBS Leasing Desk GuideThis page last revised: 9/30/2013B-11

APPENDIX B: Lease File Checklists c. Succeeding Lease, Superseding Lease Modelc. Succeeding Lease, Superseding Lease ModelB-12PBS Leasing Desk GuideThis page last revised: 9/30/2013

APPENDIX B: Lease File Checklistsc. Succeeding Lease, Superseding Lease Model PBS Leasing Desk GuideThis page last revised: 9/30/2013B-13

APPENDIX B: Lease File Checklists c. Succeeding Lease, Superseding Lease ModelB-14PBS Leasing Desk GuideThis page last revised: 9/30/2013

APPENDIX B: Lease File ChecklistsPBS Leasing Desk GuideThis page revised: 11/21/2013 - LAC-2013-06 issues this previously omitted page

APPENDIX B: Lease File Checklistsd. Standard Lease Model d. Standard Lease ModelPBS Leasing Desk GuideThis page last revised: 9/30/2013B-15

APPENDIX B: Lease File Checklists d. Standard Lease ModelB-16PBS Leasing Desk GuideThis page last revised: 9/30/2013

APPENDIX B: Lease File Checklistsd. Standard Lease Model PBS Leasing Desk GuideThis page last revised: 9/30/2013B-17

APPENDIX B: Lease File Checklists d. Standard Lease ModelB-18PBS Leasing Desk GuideThis page last revised: 9/30/2013

APPENDIX B: Lease File Checklistsd. Standard Lease Model PBS Leasing Desk GuideThis page last revised: 9/30/2013B-19

APPENDIX B: Lease File Checklists e. On-Airport Lease Modele. On-Airport Lease ModelB-20PBS Leasing Desk GuideThis page last revised: 9/30/2013

APPENDIX B: Lease File Checklistse. On-Airport Lease Model PBS Leasing Desk GuideThis page last revised: 9/30/2013B-21

APPENDIX B: Lease File Checklists e. On-Airport Lease ModelB-22PBS Leasing Desk GuideThis page last revised: 9/30/2013

Sep 30, 2013 · to use the lease file checklist to organize lease files and to include the lease file checklist in the lease file. In addition, PBS provided a guidance document to be used in coordination with the Checklist and that explains the policy requirements for each task. c. In June 2012, the GSA PBS Office of Leasing issued templates for Request for Lease

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