Validation Checklists - Lease Projects Roadmap

Planning Phase

Inputs

  • Identification Close Out Document (ICOD)
  • LPA, and LCA (if obtained for projects which required TB submissions), and Sole Source approval, if required
  • Approved Feasibility Report (AFR)
  • Approved Investment Analysis Report (IAR)
  • Market Survey
  • Market Analysis Report
  • Functional Program (if required)
  • Space Requirement
  • Identification Stage Project Plan with updated parameters
  • Project Charter (not required for a lease renewal with no fit-up)
  • Approved Other currently known project parameters

Outputs

  • Updated Project Charter (if required)
  • Lease Contract Award Recommendation

Deliverable

  • Project Management Plan (PMP) (if required)

Control Point

  • Project Management Plan Approval (PMPA) / Confirmed Lease Project Approval (CLPA)

Lessons Learned Documented (forwarded to Continual Improvement Team)

Project Manager Name, Date

Design Phase

Inputs

  • Approved Project Management Plan (if required)
  • Updated Project Charter (if required)
  • Lease Contract Award Recommendation

Outputs

  • ADM decision on request for non-compliance with Fit-up Standards as required
  • Signed Lease Contract award letter
  • RFP / TOR (mandate) for Consultant Services
  • Sub-agreement with landlord for consulting services as part of the design process
  • Cost estimates
  • Client signoffs on design documents (vertical stacking, horizontal blocking, furniture, moves, cabling, security, etc.)
  • Revised IAR if required
  • Project Plan with updated key parameters

Deliverable

  • Approval Documents for Confirmed LPA or Revised LPA

Note: For revised LPA, reconfirm or update Project Complexity and Risk Assessment (PCRA)

Control Point

  • Revised LPA if required

Lessons Learned Documented (forwarded to Continual Improvement Team)

Project Manager Name, Date

Implementation Phase

Inputs

  • ADM decision on request for non-compliance with Fit-up Standards as required
  • Signed Lease Contract award letter
  • RFP / TOR (mandate) for Consultant Services
  • Sub-agreement with landlord for consulting services as part of the design process
  • Cost estimates
  • Client signoffs on design documents (vertical stacking, horizontal blocking, furniture, moves, cabling, security, etc.)
  • If applicable, Confirmed LPA or Revised LPA Documentation (including revised IAR, if required)
  • Project Plan with updated key parameters

Outputs

  • ADM decision on request for non-compliance with Fit-up Standards as required
  • Signed Contracts
  • Sub-agreement with landlord for construction of lease premises
  • Signed Interim Certificate of Completion of Lessee's Improvements (Product Turn-Over)
  • Completed Commissioning Report, O&M Manuals and As-Built Documentation
  • Site transferred to Real Property Manager
  • Project Plan with updated key parameters

Deliverable

  • Product Turn-over (PTO) (Interim Certificate of Completion of Lessee's Improvements)

Control Point

  • Turn-over approval (TOA)

Lessons learned documented (forwarded to Continual Improvement Team)

Project Manager Name, Date