• Site

  • Conducted on

  • Prepared by

  • Location


  • Building Number / Name

  • Address
  • Please describe how this review is being conducted.

Lease Management

  • Does the Office have a Lease Management Program in place?

  • Count of leases in inventory

  • Rentable Sq Ft

  • Have findings from previous reviews been addressed?

Administrative Procedures

  • Does the Office maintain Lease Management files?

  • Are the files organized in an easy to understand system (eg, by Building Number or Lease Number)?

  • Is all essential documentation included in the lease file?

  • Count of lease files reviewed

  • Does the Office have any delegated or COR leases within its inventory?

  • Count of Delegated leases

  • Count of COR leases

  • Is a schedule established for the annual inspection of each lease?

  • Are inspections being performed timely?

  • Are the inspection results communicated to the Lessor's Rep and the Realty Specialist?

  • Is follow-up conducted to ensure resolution?

  • Does the Office have a process for incorporating new leases into its inventory?

  • Describe the process for incorporating new leases into its inventory.

  • Does the Office have a process for dealing with expiring leases?

  • Does this include communicating to business line associates such as Realty Specialists and FPS Specialists?

  • Describe the process for dealing with expiring leases.

  • Have previous findings been addressed?

  • Are the files in a common, secure, accessible location?

Tenant Interviews

  • Assess the performance of the Lease Management Program by conducting on-site interviews. Select tenants in buildings with 20 or more people (same criteria as the Customer Satisfaction Survey performance measure).

  • Number of interviews conducted


  • Program Compliance

  • Program Reviewer

  • Field Office Representative

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.