Corporate Infra – JAD 1 Mapping Requirements to Implementation Design User Groups Priorities
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Transcript of Corporate Infra – JAD 1 Mapping Requirements to Implementation Design User Groups Priorities
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Corporate Infra – JAD 1
•Mapping Requirements to Implementation Design
•User Groups
•Priorities
•Sample Screens & Outputs
•Baseline for Managing Change
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Inspect Property
Manage Leases
Manage RentalOccupancy Agreements
Run Depreciation
Update Occupancy& Space Use Types
RecordDisposal Transactions
Facility Master Planning
Real Property Manager
Accountant
Engineer
Space Utilization Manager
Many Actors – Many Processes
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Property
Accounting
Management Reports
Leases &
Agreements
Infra – An Integrated Solution
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Request for Space
Finding: New Space Is Needed…
Owned Property
Leased Property
Review Inventory& Facility MasterPlan & Budget
Customer
Real Property Manager
How it all Begins
GSA Assigned Property
Shared or Free Space
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4 Ways to Acquire New Property:
1. Design & Construct – Owned Property
2. Leased Property
3. GSA Assigned Property – Rental Occupancy Agreements
4. Shared & Free Space
Real Property Manager
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Design & Construct – Owned Property
Actor Process System
Accountant Create WIP Accounting FFIS
Engineer Manage Project MS Project
RP Mgr Specify GSA Site Infra
RP Mgr Record Property Infra
Real Property Manager
Accountant Engineer Space Utilization Manager
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Leased Property
Actor Process System
RP Mgr Review Market
RP Mgr Accept Lease T&Cs Infra
Accountant Set up lease payments FFIS
RP Mgr Specify GSA Site Infra
RP Mgr Record Property Infra
RP Mgr Review 1166 Report Infra
Real Property Manager
Accountant
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1166 form
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GSA Assigned Property – Rental Occupancy Agreements
Actor Process System
RP Mgr Review Market
RP Mgr Accept Lease T&Cs Infra
Accountant Set up GSA payments FFIS
RP Mgr Record rent charges Infra
RP Mgr Record Property Infra
RP Mgr Rent Comparisons STARS
Infra
Real Property Manager Accountant
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Shared & Free Space
Actor Process System
RP Mgr Negotiate Interagency or
Cooperative agreement
Agreement
Administrator
Record agreement T&Cs Infra
Accountant Set up transfer payments
if needed
FFIS
Real Property Manager
Accountant Space Utilization Manager
Agreement Administrator
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Property Management
Keeping track of property condition and attributes:
• Accessibility status• Hazardous waste• Amenities• Maintenance tasks• Occupancy• Space planning• Disposals, …
Engineer
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Building Management
Actor Process System
Engineer Inspections & Condition Surveys
Infra
Accountant Maintenance expenses FFIS
RP Mgr Facility Master Plan Infra
Space Mgr Occupancy & Useage Infra
Real Property Manager
Accountant Engineer Space Utilization Manager
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Condition Surveys
•Deferred maintenance•Capital improvements•Annual Maintenance•Operating costs
Engineer
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Permits – for vendors
•Potential income source•Reduces usable space
Agreement Administrator
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Facility Master Plans
•Statistical analysis•Cash flow•Recommendations•Accounting for any disposals
Engineer
Space Utilization Manager
Real Property Manager
Accountant
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Facility Condition Index = deferred maintenance $/CRV
CRV = 1) GSF * Average Cost/SqFT2) GSF * Means Cost Factor3) Original Capitalized Value * Cost Index Factor
Facility Rating = Good if FCI is .05 or lessFair if FCI is > .05 and < .10Poor if FCI is > .10
Condition Ratings:
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Cash Flow History & Projections
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Budget Tracking at the Program Level:
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Managing Disposal Projects
Real Property Manager
Accountant Engineer
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Real Property Accounting
•FFIS Interface•Subledgers•Value Streams•Depreciation•Disposals
Accountant
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Infra - Real Property AccountingInfra - Real Property Accounting
Value Streams
Start TreasuryYear Life Amount Date GL Symbol
Assets
•Buildings
•Dams
•Bridges
•Recreation Sites
•Signs
1-1
1 - Many
Subledgers
Project Capital Organization Group Project No.
Individual
Pooled
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Infra - Real Property Accounting Infra - Real Property Accounting
OrganizationProject Group
Capital Project No.Accounting Period
AmountGeneral Ledger
Treasury Symbol
Value Streams
Start TreasuryYear Life Amount Date GL Symbol
Assets
•Buildings
•Dams
•Bridges
•Recreation Sites
•Signs
1-1
1 - Many
Subledgers
Project Capital Organization Group Project No.
•Payroll•Purchasing
From FFIS
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Infra - Real Property Accounting Infra - Real Property Accounting
OrganizationProject Group
Capital Project No.Accounting Period
AmountGeneral Ledger
Treasury Symbol
Value Streams
Start TreasuryYear Life Amount Date GL Symbol
Assets
•Buildings
•Dams
•Bridges
•Recreation Sites
•Signs
1-1
1 - Many
Subledgers
Project Capital Organization Group Project No.
Value Trans
Transaction Type Amount
Depreciation…
To FFIS
•Payroll•Purchasing•Infra
From FFIS
Accounting Code String
Project Transaction Cost
Year Group Type Fund BOC Org Program
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FFIS to InfraFFIS to Infra
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Infra to FFISInfra to FFIS
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Value Stream ManagementValue Stream Management
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Depreciation LogicDepreciation Logic
Value Stream
Amount Life Start Date In Service Date
$25,000 30 06/30/1986 05/01/1986
Start date is always June 30.
Monthly
No. of Months * Amount/(12*Life)
Life for Improvement on Individual Asset
= GREATER(Remaining Life, 50% of Default Life)
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Work In ProgressWork In Progress
All Data Collected
G.L.1720
WIPAdjustment
FFIS
WIP TransactionsValue Stream
WIP
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WIP Management
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Put Into Service
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Work In ProgressWork In Progress
G.L.1740
FFIS
WIP Transactions
e.g. 1740
Value Stream
WIP – Close
1740 – Open for Depreciation
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RejectsRejects
FFIS
Monthly Transactions
•No matching Sub-ledger based on Org, Project Group and Capital Project No.
•Project Group not found.
•Capital Project No does not match original Infra Trans Capital Project No.
•GL Account 1720 data exists for a pooled asset.
•Org is not a valid Infra Org.
•Accounting period year is for a year that has been closed.
•Capital Project No is missing.
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FFIS to Infra RejectsFFIS to Infra Rejects
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Reports
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JAD 2 May 5, 2003
•More on ReportingCanned ReportsAd hoc Query ToolsSpatial queries
•Implementation PlansTrainingHelpDeskDocumentationChange management