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. Topics for Discussion Questions asked/issues raised by your comments 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

8. 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 Discussion Topics - Acquisition

9. 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. 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 Discussion Topics - Leasing

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. Level 1 CRS – increase $250k approval limit? 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 Discussion Topics - Certification Restrictions on Level 1 CRS should not be a long term concern

14. Discussion Topics - Certification GSAM Warrant Course Requirements  Available at: https://www.acquisition.gov/gsam/current/html/Part501.html 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?