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REAL ESTATE DESK GUIDE 2011 UPDATE

REAL ESTATE DESK GUIDE 2011 UPDATE. Why Update the Desk Guide?. Published in 2004 Light on details References 4300.1C (written in 1992). DOE O 4300.1C. Update Process. Rewrite/update 4300.1C content Add to Desk Guide format Circulate draft for review and comment

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REAL ESTATE DESK GUIDE 2011 UPDATE

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  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?

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