Update Department of Energy Asset Management Plan Annual FIMS Comprehensive Training March 25, 2014.
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Transcript of Update Department of Energy Asset Management Plan Annual FIMS Comprehensive Training March 25, 2014.
Update Department of EnergyAsset Management Plan
Annual FIMS Comprehensive Training
March 25, 2014
Update DOE Asset Management Plan2
Executive Order 13327, Federal Real Property Asset Management
March 25, 2014
Established role and responsibilities of the Agency Senior Real Property Officer, to Develop and implement an agency asset
management planning process Monitor real property asset management
consistent with - Agency strategic plan goals and objectives Real property asset management principles
Annually provide - Information that lists and describes real property assets Other relevant information requested by OMB and GSA
Update DOE Asset Management Plan
Real Property Asset Management
March 25, 20143
Support agency missions and strategic goals
Use public and commercial benchmarks and best practices
Employ life-cycle cost-benefit analysis
Promote full and appropriate utilization
Dispose of unneeded assets
Provide appropriate levels of investment
Accurately inventory and describe all assets
Employ balanced performance measures
Advance customer satisfaction Provide for safe, secure, and
healthy workplaces
Asset Management is the systematic and coordinated activities and practices through which an organization optimally and sustainability manages its assets and asset systems, their associated performance, risks and expenditures over their life cycles for the purpose of achieving its organizational strategic plan – PAS 55-1:2008
FRPC Real Property Management Principles
Asset Management
Update DOE Asset Management Plan4
DOE Real PropertyAsset Management Plan, 2005
March 25, 2014
Real Property Management Goals
Property Alignment – The portfolio of property assets meets current and future agency missions.
Property Quality – The portfolio of property assets is in a condition to adequately support intended mission requirements and provide a quality workplace.
Portfolio Management – The portfolio of property assets will be effectively and efficiently managed.
The Department of Energy’s portfolio of property assets is integral to the accomplishment of its core mission. The portfolio will be managed efficiently and effectively to ensure that the portfolio can meet current and future needs, when and where they are needed, by the most economical means available.
Update DOE Asset Management Plan5
DOE Real PropertyAsset Management Plan, 2005
March 25, 2014
Planning Process Ten-Year Site Plan
Performance Measures Condition Index Facility Utilization Index Operating costs – at the constructed asset level Mission Dependency –mission critical; mission
dependent, not critical; or not mission dependent Data Collection
Facilities Information Management System Performance Targets and Reporting
Three Year Rolling Timeline
Update DOE Asset Management Plan6
Why?
Significant changes in operating environment Energy Policy Act of 2005 / Energy Independence and Security Act of 2007
Federal Buildings Personnel Training Act of 2010
EO 13423, Strengthening Federal Environmental, Energy, and Transportation Management
EO 13514, Federal Leadership in Environmental, Energy, and Economic Performance EO 13653, Preparing the United States for the Impacts of Climate Change OMB M-07-10, Development of a Real Property Cost Savings and Innovation Plan OMB M-22-11, Realignment of Federal Real Estate OMB M-12-12, Promoting Efficient Spending to Support Agency Operations OMB MPM No. 2013-02, Implementation of OMB Memorandum M-12-12, Section 3:
Freeze the Footprint
Concern voiced by external stakeholders including GAO
Growing interest in Asset Management GAO High-Risk Area Property Systems of Record are “financial feeder systems”
March 25, 2014
Update DOE Asset Management Plan
Modernize a foundational management document Reflects current challenges and
opportunities Addresses all DOE plant, property,
and equipment
Promote efficient and effective use of assets and resources Support informed, risk-based,
prioritized resource allocation
Why?
7 March 25, 2014
Update DOE Asset Management Plan8
Why Now?
March 25, 2014
Align asset management with new DOE strategic plan Goal 1 - Science and Energy
Goal 2 – Nuclear Security
Goal 3 - Management and Performance
Agency
Mission
Overarching Goals
Strategic Plan with Goals and Outcomes
Annual Performan
ce Plan and
Measures
Annual Performance Report
Comply with Government Performance and Results Act (GPRA) Provide performance metrics and benchmarks
Update DOE Asset Management Plan9
DOE Asset Management Plan, 2014
March 25, 2014
Desired Outcome: A strategic-level plan that improves operational and financial management of DOE’s property in support of mission accomplishment
Update DOE Asset Management Plan10
Project Engagement: Roles andResponsibilities
Work Groups: Personal PropertyReal Property & Real Estate
Prioritize Actions Evaluate and
Recommend Options Review Documentation
Validate Work Group Recommendations
Select Options Review
Documentation
Project Support: Facilitation, Analysis, Data Collection, Benchmarking, Opportunity Identification, Documentation
March 25, 2014
Level of Effort Participate in 5-6 WG meetings Understand current Program
asset management processes Share Program processes and
constructively comment on options
Represent Program office position
Level of Effort Participate in 4-5 SG
meetings Share Program perspective Validate recommended
options Participate in Collaborative
Action Process
Steering Committees: “Azimuth check” and Concurrence
Contractor Voice: Strategy Testing and “Reality check”
Advise Work Groups Test Strategies
Level of Effort Participate in 4-5 WG meetings
Share site processes and
constructively comment on options
Share perspectives on implementation
Validate recommended options
Acquisition Policy, CFO, Environmental Policy, GC, Project Management, SPO, Property Management
Update DOE Asset Management Plan11
Work Group Membership
March 25, 2014
Program or Support Office Personal Property Work Group Real Property Work Group
Property Holding Program
Energy Efficiency and Renewable Energy (EE) Greg Collette
Environmental Management (EM) Ken Lewis; Albes Gaona, James Devere
Albes Gaona, James Devere
Fossil Energy (FE) Nate Harvey; Pete Cartwright
Health Safety & Security (HSS) National Training Center
Michael Greene
Legacy Management (LM)Asset Revitalization Initiative (ARI)
Chris Clayton Laura Kilpatrick Tania Smith
Office of Management (MA) Office of Aviation Management (MA-30) Office of Administration (MA-40)
Glen WattmanLisa Peteet Fred Fanning; Mike Shincovich
National Nuclear Security Administration (NNSA) Jim Bullian; Jeanette Alderete;BJ Morris; Lynwood Dukes
Ann Walls; Loida Begley;Sujita Pierpoint, Tom Robinson
Nuclear Energy (NE) Bruce Akers Kim Petry; Dan Shirley; Bill Buyers
Science (SC) Bonnie Anderson Dave MichlewiczSouthwestern Power Administration (SWPA) Mike LoveWestern Area Power Administration (WAPA) Ernest Baier
Support Offices
Health Safety & Security (HS) Office of Sustainability Support (HS-21) Office of Environmental Policy and Assistance (HS-22)
Cate BerardColleen Ostrowski
Office of Property Management (MA-65) Mert Williams, Tyron WareRaam VichareHelene Abbott
David SteinauCindy Hunt
Sustainability Performance Office (SPO) Paul Estabrooks Emily Stoddart
KTR Voice
Energy Facility Contractors Group (EFCOG) Cheri CrossPeggy Plyler
Mike Dunn
Update DOE Asset Management Plan
Project Schedule & Progress
Project Phase Work Group Meeting FISC/PPMSC Meeting
Sep-13 Oct-13 Nov-13 Dec-13 Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14 Aug-14 Sep-14
Scope Definition
Data Collection
External Benchmarking
Gap Analysis & Testing
Documentation
Collaborative Action Process
Scope Definition – Complete
• Establish target audience and plan parameters
Data Collection – Complete
• Identify requirements• Identify existing policies & procedures
External Benchmarking – Complete
• Identify & assess applicable industry standards, benchmarks and best practices
Gap Analysis & Testing – Complete• Conduct gap analysis
• Prioritize gaps and identify alternative strategies
• Select Promising InitiativesDocumentation – In Progress
• Prepare 1st Draft• Collect and Resolve Comments• CAP II
12 March 25, 2014
Update DOE Asset Management Plan13
Scope Definition - Audience
March 25, 2014
The DOE Asset Management Plan is intended for:
External Audiences: OMB, GSA, GAO, & others who monitor
DOE Leadership: resource allocation decision makers
DOE Staff & Contract Partners: practitioners who get the work done
Update DOE Asset Management Plan14 March 25, 2014
Update Real Property Asset Management Plan, 2005 Real Property and Real Estate New requirements from higher-level authorities
Address Personal Property Management Includes motor vehicles Does not include: aircraft, watercraft, trains, classified property,
nuclear weapons, nuclear material, intellectual property, internal use software, records or information
Use voluntary consensus standards as a guide Publically Available Standard (PAS) 55-1, 2008 ASTM E53, Standards for Asset Management
Recognize and Rely on existing Departmental Guidance Capital Asset Acquisition Sustainability Cultural and Natural Resources Historic Preservation
Safety Aviation Management and Safety Motor Vehicles
Scope Definition–Plan Boundaries
Update DOE Asset Management Plan
Asset Management Plan Shelf-life
Authorities Review Timeframes
Authority Annual 4 Years
5-7 Years
until Revised or Rescinded
Statute - Executive OrderOMB Circular - Regulations
P
DOE Directives P
DOE Strategic Plan
P
DOE Asset Management Plan P
P
Annual Facilities Report and Targets
15 March 25, 2014
Statutes
EOs & OMB
Circulars
Regulations
DOE Strate
gic Plan
DOE AMP
DOE Directiv
es
SOFAR SOGOOD
Update DOE Asset Management Plan16
Framework for an UpdatedAsset Management Plan
March 25, 2014
Publically Available Specification (PAS) 55:1
Update DOE Asset Management Plan17
Improving Asset Management –Real Property & Real Estate
March 25, 2014
Real Property Alignment• Conduct a Departmental Facility Analysis – Go Big• Develop a Departmental Asset Investment Prioritization System –
Go BigProperty Quality• Develop a Tailoring Approach to Conduct of Condition
Assessments – Go Big• Encourage use of Decision-making Tools, such as a Facility
Sustainment Model – Go Big• Develop Departmental and Program-specific Capital Investment
Plans – Go BigPortfolio Management• Adopt a More Standardized Risk-Based Approach to Analysis – Go
Slow• Manage Other Departmental Real Property Assets Similar to the
Roof Asset Management Program (RAMP) - Go Slow• Implement a Departmental Life Cycle Cost/Value Engineering
Requirement – Go Slow• Adopt Additional Performance Indicators – Go Slow
Update DOE Asset Management Plan18
Improving Asset Management –Personal Property
March 25, 2014
Portfolio Management• Provide Personal Property Management Staff with Training
and Certification – As-Is• Move toward adopting ISO 55000 Asset Management
Standard - Go Slow• Specify property accountability standards IAW DOE O
580.1A-1 – Go Big
Update DOE Asset Management Plan
Outline for Updated AssetManagement Plan
March 25, 2014
Current Real Property
Asset Management
Plan
Federal Real
Property Council
Guidance
Publicly Available
Specification PAS 55:1
Integrated Presentation Conceptual Outline:
Introduction, Mission, Vision, Goals Policy and Planning Considerations
Guiding Principles; Management Directives Asset Management System; Drivers/Enablers Life Cycle Management ES&H/Security; Socio-economic
Responsibility; Sustainability/Climate Change Adaptation
Decision Making; Industry Benchmarking Accountability and Responsibilities Planning Implementation
Integrated Approach Measuring & Reporting Performance
Management Systems Performance Measures Reports
Progress and Trends Personnel Training and Qualifications
19
Update DOE Asset Management Plan20
Performance Targets and Reporting
March 25, 2014
State of Facilities Annual Report (SOFAR) Presentation of Asset Management Plan
goals and measures Based on FIMS data Prepared each March
Summary of Goals, Objectives, and Other Decisions (SOGOOD) Assumes the role of the Three Year
Rolling Timeline
Update DOE Asset Management Plan21
Questions
March 25, 2014
Cindy Hunt, PE, PMP, CCE, CFM, LEED APFacilities EngineerU.S. Department of EnergyOffice of Acquisition and Project ManagementOffice of Property Management (MA-65)1000 Independence Ave, SW Washington DC [email protected]
Update DOE Asset Management Plan22
Back Up
March 25, 2014
Update DOE Asset Management Plan
Property Management PrinciplesFederal Real Property Council Guidance
GSA Personal Property Principles
1. Support agency missions and strategic goals
2. Use public and commercial benchmarks and best practices
3. Employ life-cycle cost-benefit analysis
4. Promote full and appropriate utilization
5. Dispose of unneeded assets
6. Provide appropriate levels of investment
7. Accurately inventory and describe all assets
8. Employ balanced performance measures
9. Advance customer satisfaction
10. Provide for safe, secure, and healthy workplaces
1. Maximize the return on your investment
2. Manage the inventory effectively
3. Minimize the cost of your management systems
4. Make excess the first source of supply
5. Maximize reuse
6. Meet national disposition objectives
7. Enhance recycling and energy conservation efforts
8. Ensure property managers are well trained
23 March 25, 2014
Department of Energy strategic plan
DOE values, functional standards, required
processes
Acquire / createUtilize
MaintainRenew / dispose
Portfolio of asset systems and
assets
(diversity of types, criticalities,
condition and performance)
Asset management policy
Asset management strategyAsset management objectives
Asset management plans
Other DOE requirements and systems
Legal and regulatory requirements and expectations (customers, stakeholders, regulators, employees, suppliers,
society)
Asset management system
Asset management enablers and controls
Continual improvement
Performance and
condition monitoring
Asset Management…the Asset Management System
Update DOE Asset Management Plan
Task Approach
• Establish target audience and plan parameters
Scope Definition
• Identify requirements• Identify existing policies & procedures
Data Collection
• Identify & assess applicable industry standards, benchmarks and best practices
External Benchmarking
• Conduct gap analysis• Prioritize gaps and identify alternative
strategies• Select strategies
Gap Analysis & Testing
• Document results and produce draft plan• Adopt plan thru Collaborative Action Process
(CAP II)
Documentation
25 March 25, 2014
The project team has developed path forward that: Relies on the
collaboration of a wide range of stakeholders
Employs a systematic framework to guide team progress
Allows a realistic schedule
Is integrated with existing performance methods
Results in a clear final deliverable - an updated DOE Asset
Management Plan
Update DOE Asset Management Plan26
Personal Property$19.3 B
Buildings Structures &
Trailers$105 B
Property Inventory
March 25, 2014
Count of Inventory Items
DOE HQ-level Policy/Guidance
Program-levelPolicy/Guidance
Site-levelPolicy/Guidance
Land <$0>
Construction in Progress $21.6 B
DOE Fleet* $35M
*acquisition cost for 26% of fleet owned by DOE – additional lease costs $88M per year