a framework for decision making and implementation doe asset management plan
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A F R A M E W O R K F O R D E C I S I O N M A K I N GA N D I M P L E M E N T A T I O N
DOE ASSET MANAGEMENT PLAN
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UPDATED ASSET MANAGEMENT PLAN
• Align with DOE Strategic Plan• Manage assets in a sustainable manner that
support the DOE mission - DOE Strategic Objective 9
• Comply with Government Performance and Results Act • Develop strategic plans with long-term goals
• Modernize a foundational management document• Address current operating environment
• Promote efficient and effective use of assets and resources
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SCOPE AND AUDIENCE
The DOE Asset Management Plan addresses:• Real Property including Real Estate• Personal Property included Motor Vehicles
The DOE Asset Management Plan is intended for:• External Audiences• DOE Leadership• DOE Staff & Contract Partners
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MISSION, VISION, AND GOALS
MISSION
Manage assets in a safe, secure, cost-effective, and sustainable manner to support current and future DOE mission needs.
VISION
A portfolio of real and personal property assets that is appropriately sized and aligned to support efficient mission execution.
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Goal 1 – Property Alignment
Goal 2 – Portfolio Management
Goal 3 – Performance Management
Goal 4 – Property Organization
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ASSET MANAGEMENT POLICY
The Department of Energy shall:• Manage all of its property as valuable national resources in a cost effective
manner.
• Maintain accurate inventories, credible condition assessments, appropriate capacity and utilization, reliable measurements, and repeatable processes.
• Use industry standards and benchmarks for continuous improvement.
• Prioritize investments based on lifecycle cost benefit analyses, best practices, and validated data to guide enterprise-wide decisions.
• Involve stakeholders in property planning and implementation by considering local site conditions as well as the larger regional context in property decisions.
• Ensure the acquisition, sustainment , reuse or disposal of property assets support critical missions, stimulate the economy, and protect workers, the public, and the environment.
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ASSET MANAGEMENT FRAMEWORK
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• Environment, Safety, and Health
• Safeguards and Security• Cultural and Natural
Resources and Historic Preservation
• Socio-Economic Responsibility
• Climate Change and Sustainability
Planning & Management Considerations
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ASSET MANAGEMENT FRAMEWORK
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• Federal Laws• Code of Federal
Regulations• Executive Orders• Presidential
Memorandum• OMB Circular and MPMs• Federal Accounting
Standards
Federal Requirements
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ASSET MANAGEMENT FRAMEWORK
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• DOE P 141.1, Management of Cultural Resources
• DOE O 413.3B, Program and Project Management for the Acquisition of Capital Assets
• DOE O 430.1B, Real Property Asset Management
• DOE O 433.1B, Maintenance Management Program for DOE Nuclear Facilities
• DOE O 436.1, Sustainability
• DOE O 458.1, Radiation Protection of the Public and the Environment
• DOE O 580.1A, Department of Energy Personal Property Management Program
Management Directives
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ORGANIZATIONAL RESPONSIBILITY
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Key DOE Organizations and Positions Responsible for Property Management
Headquarters Organizations
Lead Program/Cognizant Secretarial Office
Office of Acquisition & Project Management
Office of Chief Financial Officer
Office of Environment, Health, Safety and
Security
Sustainability Performance Office
Real and Personal Property
Personnel
Site/Field Office Manager
Contracting Officer Acquisition Executive
Real Property Personnel
Senior Real Property Officer
Federal Project DirectorCertified Realty
Specialist
Personal Property
Personnel
Personal Property Executive/National Utilization Officer
Organizational Property Management Officer
Property AdministratorOrganizational Motor Equipment Fleet
Manager
National Laboratory Operations Board Facilities and Infrastructure Executive Steering CommitteePersonal Property Management Executive Steering Committee
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PERSONNEL TRAINING AND QUALIFICATIONS
Established Professional Development Programs• Acquisition Career Management Program • Project Management Career Development Program• Certified Realty Specialists • Real Estate Contracting Officers • Personal Property Management Career Development
ProgramAspirational Initiatives• Institute a recognition program for facilities
management excellence • Strengthen communities of practice
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DECISION-MAKING & MANAGEMENT SUPPORT SYSTEMS
• Property Information Database System
• Energy Asset Disposal System• Personal Property Reporting Tool
• Federal Automotive Statistical Tool• Federal Fleet Management System • Federal Motor Vehicle Registration
System
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Personal Property Management Systems
Standard Accounting
and Reporting System
Real Property Decision-Making & Management Support Systems
Active Facility Database Collection System
Project Assessment
and Reporting System
Condition Assessment Information
System
Facilities Information
Management System
Financial Performance Inventory Condition Liabilities
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LIFECYCLE MANAGEMENT
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Key to effective real property management is broadening the planning process to include assets in all phases of the facility lifecycle.
Disposition Planning and Budgeting
AcquisitionSustainment
Lifecycle Asset
Management
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ASSET MANAGEMENT FRAMEWORK
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• International Facility Management Association
• International Organization for Standardization
• American Society for Testing and Materials International
• APPA Facility Performance Indicators • ENERGY STAR Portfolio Manager • General Services Administration• Property Management Executive
Council • Interagency Committee on Property
Management • Energy Facility Contractors Group
Industry Standards & Benchmarks
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GOALS AND SUPPORTING OBJECTIVES FOR REAL PROPERTY
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•Assess real property assets against program requirements. •Improve real property asset condition and utilization survey methods. •Implement and improve a knowledge-based approach to conduct facility condition assessments.
Property Alignment
•Plan, construct, sustain, and recapitalize facilities and infrastructure to support mission execution.•Evaluate acquisition methods in the planning process when analyzing alternatives.•Increase sustainment investments in real property. •Dispose of excess and unneeded property safely, efficiently, and in a timely manner.•Provide for safe, secure, and healthy workplaces.
Portfolio Management
•Improve real property lifecycle cost identification, collection, and management.•Use performance measures to improve real property management.•Improve real property data to ensure it is complete and accurate.•Manage, integrate, and prioritize real property capital investment requirements enterprise-wide. •Implement real property benchmarking.
Performance Management
•Establish Federal Real Property Officers responsible for plan implementation. •Implement a real property management professional development program.•Improve communications with sponsors and customers.•Develop and implement a recognition program for real property management excellence.
Property Organization
GOALS AND SUPPORTING OBJECTIVES FOR PERSONAL PROPERTY
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• Improve personal property identification and accountability.• Improve personal property utilization and disposal.
Property Alignment
• Improve personal property management systems.• Implement process changes to improve efficiency.
Portfolio Management
• Improve accounting and control for equipment and high risk sensitive property.• Improve fleet management, including the reduction of fuel consumption.• Improve personal property cost control and reporting.
Performance Management
• Enhance the personal property management training and certification program.• Increase organizational development opportunities for personal property professionals.
Property Organization
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Aspirational Measures• Mission Alignment• Personnel
Qualifications• Customer Satisfaction• Internal Processes
PERFORMANCE MEASUREMENT AND REPORTING – REAL PROPERTY
Current Measures• Asset Condition Index• Utilization Index• Disposition• Energy and Water
Consumption• Leased Space and Cost• Infrastructure Investment
& Maintenance Expenditures
• Utilities and other Operating Costs
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PERFORMANCE MEASUREMENT AND REPORTING – PERSONAL PROPERTY
Balanced Scorecard used to evaluate management effectiveness and property operations in areas of:• Inventory Accountability• Utilization Index• Disposal Effectiveness• Personnel Qualifications
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QUESTIONS
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Cindy Hunt, PE, PMP, CCE, CFM, LEED APFacilities EngineerU.S. Department of EnergyOffice of Acquisition and Project ManagementOffice of Property Management (MA-65)1000 Independence Ave, SW Washington DC [email protected]
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PROPERTY LIFECYCLE MANAGEMENT
Real Property Personal Property
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