1. May 7, 2015FIMS / Real Estate Training 2015 FIMS / Real Estate Training FY 2015

2.  Question Topics:  Order 430.1B (RPAM)  Leases, OA's, and Permits  Transfers  Planning  Disposition  FIMS Data Elements  FIMS Data Validations May 7, 2015FIMS / Real Estate Training 2015 2

3.  Question:  “Please provide [an] update on [the] 1996 CFO memo that real property should be inventoried in FIMS regardless of acquisition value.”  Answer:  Ref: “You must report... all land, buildings, and other structures.” 41 CFR § 102–84.40 May 7, 2015FIMS / Real Estate Training 2015 3 For More Information: Ivan Graff

4.  Question:  Please provide guidance on what is Real Property (Real Estate), Personal Property, and Related Personal Property.  Answer:  Real Property: 41 CFR § 102–71.20  Related Personal Property: 41 CFR § 102–71.20  Personal Property: 41 CFR § 102–36.40, 41 CFR § 109–1.100–51 May 7, 2015FIMS / Real Estate Training 2015 4 For More Information: Ivan Graff

5.  Question:  Who has the authority to sign an occupancy agreement with GSA?  Answer:  Real Estate Contracting Officer (RECO); or,  DOE official with delegated authority to sign real estate agreements and instruments, followed a Certified Realty Specialist (CRS). May 7, 2015FIMS / Real Estate Training 2015 5 For More Information: David Steinau

6.  Question:  What factors are considered in identifying real property "appropriate for transfer for economic development" [ref: 10 CFR 770.5(a)]?  Answer:  See 10 CFR 770.4: Real property that is unneeded or underutilized, and is capable of being transferred should generally be considered “appropriate.” May 7, 2015FIMS / Real Estate Training 2015 6 For More Information: David Steinau

7.  Question:  What must one consider when determining whether or not a transfer serves the best interests of the government [ref: 10 CFR 770.7(b)]?  Answer:  A wide range of elements are considered, but can be condensed into three parts: ▪ The requested property is unneeded or underutilized by the government and is capable of being transferred; ▪ The proposal describes an intended use that meets the definition of economic development under the regulations, and: ▪ The proposed development would not conflict with ongoing DOE mission or restrictions on the use of the property. May 7, 2015FIMS / Real Estate Training 2015 7 For More Information: David Steinau

8.  Question:  What organizations within DOE assist in making the best interest determination [ref: 10 CFR 770.7(b)]? How does the asset’s site office contribute to the determination?  Answer:  Site office, program office, CFO, GC, and MA May 7, 2015FIMS / Real Estate Training 2015 8 For More Information: David Steinau

9.  Question:  Is a real estate plan required for both fee and lesser real estate interest acquisitions? If so, what level of information is required for acquisition of fee and lesser real estate interests? Who approves the plan?  Answer:  Ref: Per Real Estate Desk Guide, Chapter 5, Preliminary Real Estate Plan (PREP) May 7, 2015FIMS / Real Estate Training 2015 9 For More Information: David Steinau

10.  Question:  [P ARAPHRASED ] At what point during demolition may I archive an asset, considering it disposed?  Answer:  Once it no longer resembles real property. May 7, 2015FIMS / Real Estate Training 2015 10 For More Information: Monja Vadnais

11.  Question:  Please discuss incomplete demolition of real property structures (Buildings, OSFs). When may I archive such assets?  Answer:  See slides in the excess presentation on the subject. In short, create a new record for the partial demolition, then archive it following the demolition. May 7, 2015FIMS / Real Estate Training 2015 11 For More Information: Monja Vadnais

12.  Question:  “Please discuss historic or legacy structures on a site with respect to... mission.”  Answer:  Inventory and care for assets in your possession even when they do not meet a mission need.  DOE may excess designated historic assets.  Government may not dispose such assets.  If no utilization, select a shutdown status code. May 7, 2015FIMS / Real Estate Training 2015 12 For More Information: Ivan Graff

13.  Question:  “This year, MA and EM added ~24 new data fields (15 for validation and 9 for Infrastructure Assessments). Some fields are similar in definition (e.g. condition) [but] for different purposes. How is the architecture being controlled? Is FIMS the answer to all needs? Where do you see FIMS going strategically?”  Answer:  Ref: FDDC Charter May 7, 2015FIMS / Real Estate Training 2015 13 For More Information: Adam Pugh

14.  Question:  Does OAPM require a physical site visit for every site that is paper validated annually?  Answer:  Ref: Annual validation guidance signed by the Senior Real Property Officer. May 7, 2015FIMS / Real Estate Training 2015 14 For More Information: Adam Pugh

15. May 7, 2015FIMS / Real Estate Training 2015 Thanks for joining us! Please contact the experts listed with your follow-up questions. NoVA Detector Fabrication, ANL