REAL ESTATE DESK GUIDE 2011 UPDATE

Why Update the Desk Guide?

Published in 2004

Light on details

References 4300.1C (written in 1992)

DOE O 4300.1C

Update Process

Rewrite/update 4300.1C contentAdd to Desk Guide formatCirculate draft for review and

commentIncorporate comments into draftPublish/distribute revised Guide

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

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

PropertyChapter 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

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

Topics for DiscussionQuestions 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

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

Discussion Topics - Acquisition

Just Compensation Appraised value (at

minimum) CRS can approve

appraisals Remainder damages

stated separately Include with offer

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

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

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

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

Discussion Topics - Certification

GSAM Warrant Course Requirements Available at:

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

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

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

Discussion Topics – Appendices

Possible Additions/Changes: Replace hard copies with links Definitions Authorities Table

Next Steps

Finalize updated Desk GuidePublish/Distribute

QUESTIONS?