installation management institute january 2007

1. Installation Management InstituteJanuary 2007 PART 4- CRITERIA & ALLOWANCES This section of the manual focuses on the generation of allowances in RPLANS and the basic fundamentals of how criteria is related to the allowances in the TAB. This is a critical building block in the long range goal of generating valid requirements.This section of the manual focuses on the generation of allowances in RPLANS and the basic fundamentals of how criteria is related to the allowances in the TAB. This is a critical building block in the long range goal of generating valid requirements.

3. Installation Workbook TAB/Requirements Tab 9 – Summary Tab Tab 10 – Installation Allowance/Requirements Tab 11 – RC Training Allowances This section focuses on the Tabulation of Existing and Required Facilities (TAB) at FCG level. It contains three parts: Summary TAB including one for all FCGs and one for SF FCGs only Installation Allowances and Requirements – a comparison of HQRPLANS, Installation RPLANS and, if available, Region RPLANS The contribution of the Reserve Component Training Load to installation allowances and requirements This section focuses on the Tabulation of Existing and Required Facilities (TAB) at FCG level. It contains three parts: Summary TAB including one for all FCGs and one for SF FCGs only Installation Allowances and Requirements – a comparison of HQRPLANS, Installation RPLANS and, if available, Region RPLANS The contribution of the Reserve Component Training Load to installation allowances and requirements

4. The Formula - Criteria There are two distinct elements: policy and criteria Policy defines who is authorized to have a particular type of facility Criteria defines how much you get if you are authorized The two are frequently intertwined, but must be considered separately during analysis Criteria exists at category code level only In Part 3 we saw that the Force is actually more than a single number for an installation. Once that basic population is established it is necessary to determine who within that particular population is authorized to be supported for each type of facility. The “POLICY” component of the criteria does that. Once the policy has been used to define the eligible population the criteria is applied to determine how much is needed. It is important to note that criteria applies at the category code level. FCGs do not have criteria. Rather, an algorithm is developed that applies the criteria to the eligible population to determine the quantity of facilities needed.In Part 3 we saw that the Force is actually more than a single number for an installation. Once that basic population is established it is necessary to determine who within that particular population is authorized to be supported for each type of facility. The “POLICY” component of the criteria does that. Once the policy has been used to define the eligible population the criteria is applied to determine how much is needed. It is important to note that criteria applies at the category code level. FCGs do not have criteria. Rather, an algorithm is developed that applies the criteria to the eligible population to determine the quantity of facilities needed.

5. Criteria Sources DODI = Department of Defense Directive REGS – Army Regulations TM = Technical Manual TI 800 – 1 = Technical Instruction 800 – 1 (COE Construction Criteria Manual) As noted on the slide, criteria can come from many sources. Increasingly the criteria is being developed jointly by the services and included in documents called Unified Facilities Criteria or UFCs DODI = Department of Defense Directive REGS – Army Regulations TM = Technical Manual TI 800 – 1 = Technical Instruction 800 – 1 (COE Construction Criteria Manual) As noted on the slide, criteria can come from many sources. Increasingly the criteria is being developed jointly by the services and included in documents called Unified Facilities Criteria or UFCs

6. Army Criteria Tracking System (ACTS) One stop shopping for criteria related info Web accessed database Repository for criteria at category code level Contains RPLANS Algorithms at FCG level Crosswalk to ISR Areas, Categories, Sub-categories https://acts.acsim.hqda.pentagon.mil (AKO Password Needed) Can also access ACTS from RPLANS (Help/ Web Links) Keeping track of criteria and criteria changes could be a full time job. Fortunately ACSIM recognizes this and has provided a web site called the Army Criteria Tracking System or ACTS. It is available at https://acts.belvoir.army.mil/ and requires use of your AKO login for access. There are a number of ways to drill down in ACTS, but if you know the Category Code or FCG that you want to review the Category Code search and the FCG search are the easiest way to do that. If you only know part of a Category Code you can search on that as well. You can also search on words or parts of words. Remember, however, that the search engine will find every match, so be selective and as precise as you can.Keeping track of criteria and criteria changes could be a full time job. Fortunately ACSIM recognizes this and has provided a web site called the Army Criteria Tracking System or ACTS. It is available at https://acts.belvoir.army.mil/ and requires use of your AKO login for access. There are a number of ways to drill down in ACTS, but if you know the Category Code or FCG that you want to review the Category Code search and the FCG search are the easiest way to do that. If you only know part of a Category Code you can search on that as well. You can also search on words or parts of words. Remember, however, that the search engine will find every match, so be selective and as precise as you can.

7. ACTS Practical Exercises Practical Exercise Search by FCG: Number and word string search Search by CC: Number and word string search Use ACTS to answer the following questions: What kind of functional areas are included in General Instruction Buildings (CC17120)? How many category codes include the word “dining”? How many category codes are in the instructional series (171) Which category codes are included in F21410? F21110? F44210? F60000? What is the eligible population for bowling alleys? What is the algorithm for outdoor pools?

8. The Formula - Allowances An Allowance is an objective estimate, based on automated analysis of corporate data using official policy and approved criteria, of the amount of a specific type of functional space that a particular unit or organization needs to: Support authorized personnel and their normal activities Store, operate or maintain authorized equipment Perform approved missions and conduct associated training Allowances are based on personnel, equipment and/or missions. Every requirement should be traceable to one of these three elements. Allowances are based on personnel, equipment and/or missions. Every requirement should be traceable to one of these three elements.

9. Source of Allowances DODI = Department of Defense Directive or Instruction REGS = Army Regulations TM = Technical Manual TI 800 – 1 = Technical Instruction 800 – 1 (COE Construction Criteria Manual) DODI = Department of Defense Directive or Instruction REGS = Army Regulations TM = Technical Manual TI 800 – 1 = Technical Instruction 800 – 1 (COE Construction Criteria Manual)

10. Allowance Types By UIC – Facilities needed by a particular unit to perform its missions (admin space, vehicle hardstands, motor pools) By Site – Facilities needed to support a population at a particular place (aviation support, postal, utilities, dining facilities) By command code – Facilities needed to support a population in a locality (chapels, commissaries, exchanges)

11. UIC Level FCGs UIC level FCGs are FCGs where allowances are generated based on triggers found in specific units and the allowance is attributed to the specific UIC that has the trigger. RPLANS evaluates each UIC in the ASIP for each FCG in this category and either gives or does not give an allowance based on the criteria and the presence or absence of triggers. Includes unit operations, unit maintenance, organizational storage, admin, barracks. Run SUMTAB by FCG for Applicable UICs for F60000 STEPS to run SUMTAB: Reports/ Tabulation of Facilities/ Summary TAB by FCG for Applicable FCGs/ Select FCG(s)/ Choose Year (farthest out)/ RunSTEPS to run SUMTAB: Reports/ Tabulation of Facilities/ Summary TAB by FCG for Applicable FCGs/ Select FCG(s)/ Choose Year (farthest out)/ Run

12. Site Level FCGs Site level FCGs are FCGs where allowances are based on the population associated with a particular Site. Site level FCGs are facilities needed at that place to support the population at that place. When an RPLANS Installation has more than one Site the allowance for that installation is the sum of the allowances for the included Sites. Examples include fitness centers, aviation support, UPH dining and postal facilities. All allowance equals assets FCGs except ranges are Site level. Run SUMTAB by FCG for Applicable UICs for F72200

13. Command Code Level FCGs Command code level FCGs are FCGs where the allowance is based on the entire eligible population in the ASIP at the RPLANS Installation. These FCGs represent facilities that can serve a larger population than a Site level FCG. Includes all ranges and training land. Includes many community facilities such as PX, commissary, medical facilities and MWR/NAF type facilities. Run SUMTAB by FCG for Applicable UICs for F44210

14. Allowance = Assets Some facility categories have no meaningful criteria, have no discernable triggers, or are otherwise not given a calculated allowance. Examples include utilities, specialized facilities such as CID, communications or MP stations. By definition the allowance exists at the Site where the facility is located. Allowances are based on HQRPLANS assets which reflect semi-annual HQEIS update assets. Includes ALL assets (permanent, semi-permanent, temporary and planned construction).

15. Allowances… …are not perfect, but provide an objective analysis of available data. …are based on new construction standards, but provide a basis for evaluating existing facilities. …are not an entitlement to space. …are not necessarily the final answer, but are the default answer until the installation acts on requirements. Requirements provide a means of adjusting the TAB when allowances do not adequately describe the picture.

16. Reports / Tabulation of Facilities / Summary TAB The summary TAB is the most basic TAB report. It aggregates allowances, requirements and assets at FCG level for all FCGs that are included in the installation status report (ISR). Two copies of the report are included. One is for all FCGs, the other is for FCGs measured in GSF. This is done because TAB updates normally focus on buildings and buildings are measured in GSF. However there is also a need to have the total information available on all FCGs. STEPS for TAB 9A: Reports/ Tabulation of Facilities/ Summary TAB/ Select FCGs/ click on ADD ALL/ OK/ Choose Year (farthest out)/ Run NOTE: Keep the Stay Open button Checked (you can use this same set-up for TAB 9B)The summary TAB is the most basic TAB report. It aggregates allowances, requirements and assets at FCG level for all FCGs that are included in the installation status report (ISR). Two copies of the report are included. One is for all FCGs, the other is for FCGs measured in GSF. This is done because TAB updates normally focus on buildings and buildings are measured in GSF. However there is also a need to have the total information available on all FCGs. STEPS for TAB 9A: Reports/ Tabulation of Facilities/ Summary TAB/ Select FCGs/ click on ADD ALL/ OK/ Choose Year (farthest out)/ Run NOTE: Keep the Stay Open button Checked (you can use this same set-up for TAB 9B)

17. Reports / Tabulation of Facilities / Summary TAB – SF FCGs While this report is designated as square feet (SF), it is also useful to include the units of measure spaces (SP), persons (PN) and families (FA) since these are linked to FCGs that are represented in the system both in square feet and capacity. This includes all FCGs that are used to designate a place where soldiers are supposed to sleep at night including unaccompanied personnel housing (officer, senior NCO, permanent party, student and transient), Army lodging and Army family housing. It is possible to have an excess in capacity and a shortage in area or, less frequently, the inverse. Understanding that this is occurring is a key issue that needs to be resolved in reconciling those FCGs. STEPS for TAB 9B: Same set-up as TAB 9A, if window is not already Opened: Reports/ Tabulation of Facilites/ Summary TAB/ Select FCGs/ Choose Unit of Measure SF/ ADD ALL/ Do the same for SP, PN, and FA/ when all are done, click OK/ Choose Year (farthest out)/ RunWhile this report is designated as square feet (SF), it is also useful to include the units of measure spaces (SP), persons (PN) and families (FA) since these are linked to FCGs that are represented in the system both in square feet and capacity. This includes all FCGs that are used to designate a place where soldiers are supposed to sleep at night including unaccompanied personnel housing (officer, senior NCO, permanent party, student and transient), Army lodging and Army family housing. It is possible to have an excess in capacity and a shortage in area or, less frequently, the inverse. Understanding that this is occurring is a key issue that needs to be resolved in reconciling those FCGs. STEPS for TAB 9B: Same set-up as TAB 9A, if window is not already Opened: Reports/ Tabulation of Facilites/ Summary TAB/ Select FCGs/ Choose Unit of Measure SF/ ADD ALL/ Do the same for SP, PN, and FA/ when all are done, click OK/ Choose Year (farthest out)/ Run

18. References / Installation Information / Installation Allowances/Requirements This Tab requires access to HQRPLANS and Region RPLANS or assistance from someone who has access to each. The requirements in this report from Installation RPLANS are the same as in the summary TAB. Ideally a copy of the report can be obtained from HQRPLANS and Region RPLANS and the three sets of data consolidated into a single report. By using formulas the reports can be compared to identify those cases where the requirements differ between HQRPLANS, Region RPLANS and Installation RPLANS. When the requirements are different between the systems it may indicate that requirements have not been submitted or that submitted requirements have not been approved. In any case it may justify further investigation especially if the FCG(s) in question is a target FCG for a TAB update effort or when the FCG shows a major excess or deficit and is being addressed in a SURE report. STEPS for TAB 10: References/ Installation Information/ Installation Allowances Requirements/ Select Installation/ Choose Year (farthest out)/ RunThis Tab requires access to HQRPLANS and Region RPLANS or assistance from someone who has access to each. The requirements in this report from Installation RPLANS are the same as in the summary TAB. Ideally a copy of the report can be obtained from HQRPLANS and Region RPLANS and the three sets of data consolidated into a single report. By using formulas the reports can be compared to identify those cases where the requirements differ between HQRPLANS, Region RPLANS and Installation RPLANS. When the requirements are different between the systems it may indicate that requirements have not been submitted or that submitted requirements have not been approved. In any case it may justify further investigation especially if the FCG(s) in question is a target FCG for a TAB update effort or when the FCG shows a major excess or deficit and is being addressed in a SURE report. STEPS for TAB 10: References/ Installation Information/ Installation Allowances Requirements/ Select Installation/ Choose Year (farthest out)/ Run

19. References / Installation Unit Information / RC Training Allowances The RC Training allowance report has two related sets of information that are important to analysis. First, the heading of the report gives the reserve component training population. This number is a “below the line” figure from the ASIP that represents the near-maximum population of national guard/reserve soldiers that have to be accommodated during annual training. It is the basis for transient facilities allowances in the cantonment area. The other key information is the allowances generated by the training load. This is the only place that all of the allowances and all of the supported population can be viewed as a distinct component of the allowances and requirements in the FCGs addressed. The FCGs included in this section are: F14184 (BN HQ, TRANS), F14186 (CO HQ, TRANS), F14187 (BDE HQ, TRANS), F17119 (ORG CLASSROOM), F21406 (VEH MAINT TRANS), F44224 (UNIT STOR BLDGS), F55000 (CLINICS), F72114 (AT/MOB BARRACKS), F7211P (AT/MOB SPACES), F72212 (DINING FAC TRAN), F72412 (AT OFFICER QTRS), F7242P (AT OFFICER SP) and F85210 (PARKING-ORG) STEPS for TAB 11: References/ Installation Unit Information/ RC Training Allowances/ Select FCGs/ ADD ALL/ OK/ Choose Year (farthest out)/ Run The RC Training allowance report has two related sets of information that are important to analysis. First, the heading of the report gives the reserve component training population. This number is a “below the line” figure from the ASIP that represents the near-maximum population of national guard/reserve soldiers that have to be accommodated during annual training. It is the basis for transient facilities allowances in the cantonment area. The other key information is the allowances generated by the training load. This is the only place that all of the allowances and all of the supported population can be viewed as a distinct component of the allowances and requirements in the FCGs addressed. The FCGs included in this section are: F14184 (BN HQ, TRANS), F14186 (CO HQ, TRANS), F14187 (BDE HQ, TRANS), F17119 (ORG CLASSROOM), F21406 (VEH MAINT TRANS), F44224 (UNIT STOR BLDGS), F55000 (CLINICS), F72114 (AT/MOB BARRACKS), F7211P (AT/MOB SPACES), F72212 (DINING FAC TRAN), F72412 (AT OFFICER QTRS), F7242P (AT OFFICER SP) and F85210 (PARKING-ORG) STEPS for TAB 11: References/ Installation Unit Information/ RC Training Allowances/ Select FCGs/ ADD ALL/ OK/ Choose Year (farthest out)/ Run