REAL ESTATE DESK GUIDE 2011 UPDATE

1. REAL ESTATE DESK GUIDE 2011 UPDATE

2. Why Update the Desk Guide? Published in 2004 Light on details References 4300.1C (written in 1992) DOE O 4300.1C

3. Update Process Rewrite/update 4300.1C content Add to Desk Guide format Circulate draft for review and comment Incorporate comments into draft Publish/distribute revised Guide

4. Overview • Desk Guide is a guidance document • ID’s authorities: • statutes • Regulations • EO’s • orders & policies • Update content from sources • 4300.1C • current Desk Guide

5. Chapter Reorganization Real Property Desk Guide - 2004 Table of Contents Chapter 1-- Purpose of Desk Guide Chapter 2– Introduction Chapter 3-- Planning Policy Chapter 4-- Real Estate Function Chapter 5-- Acquisition of Interests in Real Property Chapter 6-- Acquisition of Leased Space through the General Services Administration Chapter 7-- DOE Acquisition of Leased Space Chapter 8-- Management and Disposal of Real Estate Chapter 9-- Facilities Information Management System (FIMS) Chapter 10-- Real Estate Certification Program Real Property Desk Guide - 2011 Table of Contents Chapter 1-- Purpose of Desk Guide Chapter 2– Introduction Chapter 3-- Planning Policy Chapter 4-- Real Estate Function Chapter 5-- Acquisition of Interests in Real Property Chapter 6-- Acquisition of Leased Space Chapter 7-- Land and Property Rights Management Chapter 8-- Disposal of Real Estate Chapter 9-- Facilities Information Management System (FIMS) Chapter 10-- Real Estate Certification Program

6. Chapter Reorganization • Incorporation of 4300.1C • Ch. 5 – Acquisition • Ch. 6 – Leasing • Ch. 7 – Land & Property Rights Management • Ch. 8 – Disposal • Remaining Chapters from 2004 Desk Guide

7. SRPO v. SRO • SRPO – “Senior Real Property Officer” • required by EO 13327 • DOE rep. to FRPC • Paul Bosco • SRO – “Senior Realty Officer” • Sr. CRS at HQ • CRS for CRS-less sites • Tom Geronikos Topics for Discussion Questions asked/issues raised by your comments

8. Discussion Topics - Acquisition Minimum Real Estate Interest Needed Space/Area Type of interest Examples: don’t acquire fee if easement meets needs don’t acquire 100’ easement if 50’ easement is sufficient

9. Discussion Topics - Acquisition • Just Compensation • Appraised value (at minimum) • CRS can approve appraisals • Remainder damages stated separately • Include with offer

10. Discussion Topics - Acquisition • Acquisition: Land v. Improvements • Same procedures for land and existing improvements • Construction of improvements is outside scope • Land leasing • GSA procedures N/A • Use DOE authorities

11. Discussion Topics - Leasing Contractors – approved leasing personnel CRS-equivalent qualifications If not, CRS/SRO approves each step in leasing process Contractors only have to provide info if they want autonomy

12. Discussion Topics - Certification • Experience Logs • Submit with Certification Requests • Describe transactions handled by applicant • Format for “discussion of specific personal experience” • Fewer details, estimates ok for older experience

13. Discussion Topics - Certification Level 1 CRS – increase $250k approval limit? Restrictions on Level 1 CRS should not be a long term concern • Level 1 CRS • $250k limit • 3 years total experience • 2 years experience + education credit • 1 year at GS-1170-11 • Level 2 CRS • no $ limit • 6 years total experience • 5 years experience + education credit • 1 year at GS-1170-12

14. Discussion Topics - Certification • GSAM Warrant Course Requirements • Available at: https://www.acquisition.gov/gsam/current/html/Part501.html • Also found in Desk Guide, ch. 10, table of approved courses • Required courses: • Federal Real Property Leasing • Cost & Price Analysis • Federal Real Property Lease Law • R.E. Appraisal Principles • Techniques of Negotiating Federal Real Property Leases • Same courses required for Leasing Certification

15. Discussion Topics - Certification • CRS vs. Warranted CO • CRS is current DOE equivalent to RE Warrant • CRS can formally commit DOE to realty actions with delegated authority

16. Discussion Topics – Appendices? • 2004 Desk Guide Appendix included: • Orders , including some outdated (4300.1C, e.g.) • GSA forms, delegations (SFO, SF-2, SF-81, etc.) • DOE Leasing Handbook • Forms for various transactions • FIMS Admin. Guide

17. Discussion Topics – Appendices • Possible Additions/Changes: • Replace hard copies with links • Definitions • Authorities Table

18. Next Steps Finalize updated Desk Guide Publish/Distribute

19. QUESTIONS?