DEALDESK / RENEWAL VS. RELOCATION CHECKLIST
https://dealdeskworks.com/tenant-reps
A blank decision worksheet. No built-in formulas.

DECISION FRAME
Client / assignment / version:
Renewal source / proposal date:
Relocation source / proposal date:
Alternatives also considered:
Approved comparison horizon:
Currency:
Area basis and space requirement:
Cost scope and exclusions:
Who confirms the source terms:
Who approves the decision:

FOR EACH ALTERNATIVE, RECORD VALUE / SOURCE / STATUS / OWNER
[ ] Base rent and rate units (per RSF per year, per month, or total).
[ ] Area, term, commencement and rent commencement.
[ ] Escalation schedule and timing.
[ ] Free rent: what is waived, when, and under which conditions.
[ ] Expenses: structure, estimates, reconciliation and unverified mechanics.
[ ] Parking and separately quoted recurring charges.
[ ] Buildout cost, TI allowance eligibility, reimbursement amount and timing.
[ ] Deposits: upfront cash, refund assumptions and separate treatment.
[ ] Existing obligations and any overlap before the old space is released.
[ ] Moving, furniture, IT and transition costs with current sourced estimates.
[ ] Downtime and operational disruption, quantified only with client-approved assumptions.
[ ] Items requiring a separate calculation or specialist review.

COMPARE FOUR DIFFERENT QUESTIONS
1. What is the nominal cost within the stated model scope?
2. What cash is needed before reimbursements and refunds arrive?
3. Which option meets the client's non-negotiable operating requirements?
4. Which delivery dependencies or unagreed terms could change the decision?

DO NOT HIDE UNCERTAINTY
Confirmed:
Estimated:
Requested but not agreed:
Missing:
Assumptions most likely to change the recommendation:
Source or person needed to resolve each uncertainty:

CLIENT RECOMMENDATION
Preferred path and why:
Cost difference and exact scope:
Operational trade-offs:
Timing dependencies:
Conditions to confirm before proceeding:
Client approval requested:
Responsible person / next action / confirmed target date:

MODEL HANDOFF
Use the current proposals and this agreed scope with the Financial Model Builder.
The bundled engine covers USD and full calendar months. Proration, complex caps,
gross-up, pooled allowances and sublease recovery need separate verified analysis.
Moving, furniture, IT, overlap and downtime are not automatically included in the
published lease example. Keep them separately visible unless explicitly modeled.
This worksheet does not calculate costs, interpret lease rights or set deadlines.