1. DOE FIMS/RE Annual Training Real Estate Session May 11, 2016

2. Overview Acquisition Training Continuous Learning GSA Leasing Delegation FAITAS Site Visits

3. Acquisition Training Current: No required courses Many approved courses Proposed: 1 required course (choose 1 from a list) And Basic Appraisal Principles (already required for Leasing)

4. Acquisition Training Proposed Requirement for Discussion Any 1 of: NHI – Successful Acquisition under Uniform Act * (3-day)($800) IRWA – Principles of Land Acquisition (4-day, or online)($935) USACE – R.E. Acquisition 101 (3-day)($726) Higher-level courses in same series? Other providers? *New course – add to Approved Courses list

5. Acquisition Training Proposed Requirement for Discussion Basic Appraisal Principles Already required for certification in Leasing Appraisal central to acquisition process Applicability of Proposed Requirement Current certifications exempt Consider acquisition courses for continuous learning

6. Required Training Including Proposed Acquisition Requirement Leasing Lease Acquisition Negotiation Cost & Price Analysis Federal Lease Law Appraisal Principles Management & Disposal Utilization & Disposal Acquisition Appraisal Principles 1 of: Successful Acq under Uniform Act Principles of Land Acqusition R.E. Acquisition 101 Total required courses: 7

7. Continuous Learning Requirement Background ACP Handbook, chapter 12 Required to maintain CRS certification Maintaining certification required for RECO warrant

8. Continuous Learning Requirement Current 3 courses in 5 years + annual Ethics training “Approved Courses” list on Powerpedia Don’t count: courses required for certification Do count: DOE annual R.E. training (1)

9. Continuous Learning Requirement Potential Changes classroom hours (CLPs, e.g.) replace # of courses 2-year cycle instead of 5-year Current: 3 courses; +/- 60 hours total; = 12 hrs/year Proposed: 20 hours; 2 years; = 10 hrs/year DOE Annual R.E. training – credit 1 per 2-year cycle Expand approved list: Shorter courses Online courses Webinars

10. DOE Continuous Learning Requirements Continuing Learning Requirements FAC-C80 CLPs Biennially (every 2 years) FA80 CLPs Biennially (every 2 years) FPD80 CLPs Biennially (every 2 years) FAC-COR  Level I 8 CLPs Biennially (every 2 years)  Level II 40 CLPs Biennially (every 2 years)  Level III 40 CLPs Biennially (every 2 years) TPO40 CLPs Biennially (every 2 years)

11. GSA Leasing Delegation GSA Lease Certification Program (LCP) A GSA delegation of authority for leasing (not DOE authority) requires certification Certification of a Lease Contracting Officer (LCO)  GSA recently changed requirements  All warrants issued before September 30, 2015 are grandfathered and only requires continuing education.  If continuing education requirements are not met within the two-year period, the warrant is forfeited.  For all new warrants, the deadline for the completion of the requirements is September 30, 2017.

12. GSA Leasing Certification Program (LCP) Level 1 Type of AssignmentContracting Officer Duties Leasing Contracting Officer Preparation for, negotiation of, award and monitor lease compliance for leasing agreements. Prerequisite RequirementsN/A Other CertificationRequirement Hours to Completion Online/ Classroom FAC-COR Level I Certification10 Leasing Training FCN 406 Lease Acquisition Training (LAT) 40Classroom FCN 407 Real Estate Law or FCN 411 Federal Real Property Lease Law 40Classroom GSA ONLY - Leasing Pricing Training 2.5Online Project Management TrainingProject Management24Varies

13. GSA Leasing Certification Program (LCP) Level 1 Acquisition Training CON 100 Shaping Smart Business Arrangements or FCN 101 Contracting Basics 20Online FAC 043 Ethics and Procurement Integrity for the Acquisition Workforce 1Online FAC 031 Small Business Programs2.5Online HBS 428 Negotiating2Online CLC 047 Contract Negotiation Techniques 2Online FAC 038 How to Integrate Green into Procurement 2Online CLC 004 Market Research3Online CLC 065 Suspension and Debarment1Online Professional Skills TrainingHBS 408 Customer Focus2Online Experience One year of real property leasing experience commensurate with the GS-1170 qualifications standard EducationBaccalaureate degree from an accredited institution or 24 semester hours of business credits

14. GSA Leasing Certification Program (LCP) Level 2 Type of AssignmentContracting Officer Duties Leasing Contracting Officer Preparation for, Negotiation of, Award and Lease Compliance maintenance for leasing agreements. Certification RequirementsLevel II Prerequisite RequirementsAll Level I Certification Requirements Other Certification Requirement Hours to Completion Online/ Classroom FAC-COR Level II Certification 40 Lease Training FCN 408 Cost and Price Analysis of Lease Proposals 40Classroom FCN 409 Techniques of Negotiating Real Property Leases 40Classroom Construction Fundamentals 16 As applicable GSA ONLY Introduction to Reimbursable Services Training (Not Applicable for delegated agency personnel) 0.5Online

15. GSA Leasing Certification Program (LCP) Level 2 Project Management Training Project Management 24 Acquisition Training Federal Budgeting Fundamentals24Classroom CLM 016 Cost Estimating8Online FAC 021 Price Analysis8Online HBS 426 Marketing Essentials2Online FAC 026 Cost Analysis8Online CLC 056 Analyzing Costs17Online Professional Skills TrainingLeadership16 As applicable Education Baccalaureate degree from an accredited institution or 24 semester hours of business credits Experience Two years of real property leasing experience commensurate with the GS-1170 qualifications standard.

16. GSA Leasing Certification Program (LCP) Level 3 Type of AssignmentContracting Officer Duties Leasing Contracting Officer Preparation for, Negotiation of, Award and Lease Compliance maintenance for leasing agreements. Prerequisite Requirements All Level II Certification Requirements Other Certification Requirement Hours to Comple tion Online/ Classroom N/A Lease Training FCN 410 Real Estate Appraisal Principles 32Classroom Construction Fundamentals8As applicable Real Estate Finance and Marketing Fundamentals 24As applicable

17. GSA Leasing Certification Program (LCP) Level 3 Project Management TrainingProject Management24Varies Acquisition Training CON 100 Shaping Smart Business Arrangements or FCN 101 Contracting Basics 20Online FAC 043 Ethics and Procurement Integrity for the Acquisition Workforce 1Online FAC 031 Small Business Programs 2.5Online HBS 428 Negotiating2Online CLC 047 Contract Negotiation Techniques 2Online FAC 038 How to Integrate Green into Procurement 2Online CLC 004 Market Research3Online CLC 065 Suspension and Debarment 1Online Professional Skills TrainingHBS 408 Customer Focus2Online Experience One year of real property leasing experience commensurate with the GS-1170 qualifications standard EducationBaccalaureate degree from an accredited institution or 24 semester hours of business credits

18. To FAITAS or not to FAITAS? (Federal Acquisition Training Institute Application System) PROS CONS Consistency with other DOE/Fed. certifications System notifications/routing replace some documentation Centralized certification and training records Record, track continuous learning status CRS program differences require activity outside of FAITAS Need to create R.E. program in FAITAS Users need to upload records of past training R.E. courses would need to be manually added to FAITAS

19. Site Visits – Oversight Role Head of Contracting Activity (HCA) responsibility Office of Asset Management review of: CRS certificate/RECO warrant display Transaction files Review/approval by CRS Execution by RECO Within authority ($ and specialty area)

20. Discussion Questions? David Steinau david.steinau@hq.doe.gov 202-287-1503 Pam Peckham pamela.peckham@hq.doe.gov 202-287-1426