Requirement to Populate New FIMS Ownerships Types FIMSReal Estate Annual Comprehensive Training May 9 2017 Requirement May 9 2017 Ownership Types 2 Identify and categorize all real property owned leased or ID: 689262
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Slide1
Ownership & Land Ownership:Requirement to Populate New FIMS Ownerships Types
FIMS-Real Estate Annual Comprehensive Training
May 9, 2017Slide2
RequirementMay 9, 2017
Ownership Types
2
Identify
and categorize all real property owned, leased, or
otherwise managed
by the
agency
(EO 13327, Federal Real Property Asset Management)
FIMS Software Release v2.39 update and expansion of ownership
type options
will:
Accurately reflect in FIMS existing real estate agreements and DOE’s legal interest in each asset
Account for all real property used to accomplish DOE missions
Improve DOE operations and maintenance expenditures tracking
Improve Departmental decision-making by clarifying the legal interest in each assetSlide3
OwnershipMay 9, 2017
3
Ownership Types
Identifies
DOE’s legal interest in or right to use real property, including outright
title.
Required
for each
building
, OSF, t
railer
, or land assetDetermines applicability of DOE O 430.1C, Real Property Asset ManagementSlide4
“Ownership” OptionsMay 9, 2017
Ownership Types
4
DOE Owned
(B, T, S, L)
DOE Leased (B, T, S, L
)
DOE License (B, T, S,
L)
GSA
Owned* (B)
GSA Leased* (B)Federal Permit (B, T, S, L)
Non-Federal Permit (B, T, S,
L)
Contractor Owned (B, T, S,
L)
Contractor
Leased (B, T, S, L)Contractor License (B, T, S, L)Grant Recipient Owned (B, T, S, L)Institutional Control Land (L)Easement Land (L)Withdrawn Land (L)
Single list of options serves both Ownership and Land Ownership data elements.
* Invalid choice for
Land OwnershipSlide5
Ownership
May 9, 2017
Ownership Types
5
Buildings
,
Trailers
and Structures
Land Records
Source: FIMS adHoc query 5/2/2017
DOE Leased
57
Contractor Owned
56
GSA Leased
35
GSA Owned
25
Contractor License
5
Non-Federal Permit
2Slide6
Lease or License?
Lease
License
May 9, 2017
Ownership Types
6
Possessory interest
Defined period of time
In exchange for rental payments
Permission to use
For a specified purpose
Generally revocableSlide7
PermitsMay 9, 2017
Ownership Types
7
Right to use property
Revocable
at any time
Federal Permit
Owned by
a
nother Federal Agency
Non-Federal Permit
Owned by a non-Federal Agency
Local municipality
State governmentSlide8
Grant Recipient OwnedMay 9, 2017
Ownership Types
8
Real property owned by the recipient of DOE financial assistance.
Assistance
could result
from –
the
transfer of money or property from DOE to accomplish a public purpose authorized by federal
statute, or
a
grant, cooperative agreement, or technology investment agreement.Slide9
Institutional Control LandMay 9, 2017
Ownership Types
9
DOE does not own land but imposes or enforces -
A
dministrative or legal controls (e.g. easements or use restrictions)
Physical barriers or markers
Other methods to preserve information and data of hazards or risksSlide10
EasementsMay 9, 2017
Ownership Types
10
DOE does not own land but has a right to use -
For a specific purpose
On a permanent or temporary basis
Restricts owner’s use to activities that do not interfere with DOE’s useSlide11
Ownership of Underlying LandMay 9, 2017
Ownership Types
11
“Land Ownership” - identifies
the
ownership or means
of control of the land on which a
building or OSF is constructed.
Required for buildings and OSFs that are:
DOE Owned, Leased, or Licensed
Contractor Owned
Federal or Non-Federal Permit
Grant Recipient Owned
Optional for buildings and OSFs that are:
Contractor Leased or LicensedSlide12
Implementation Progress (February 2017)
May 9, 2017
Ownership Types
12
Majority of records required no change
New options encourage more complete and accurate inventory
Contractor Owned, DOE License
, Grant Recipient
Owned, Non-Federal Permit
Deleted options for Land records required user update
Contractor Control, License Land, Long
Term Interest Land, Other LandLand
Ownership
for 114 records remains unpopulated where requiredSlide13
Source Documents – Real Estate Records
May 9, 2017
Ownership Types
13
Cadastral
records are those records pertaining to the rights and interests in land of the United States of America that are under the administrative control of
DOE.
Include
such items
as
:
the original or an executed copy of all real estate instruments, called muniments, with related maps, charts, plats,
or sketches
contracts
,
other
derivative records,
andbackup data. Reference: Chapter 9 of U. S. Department of Energy – Real Estate Desk Guide Revised 2014Slide14
Questions
May 9, 2017
Ownership Types
14
Cindy Hunt, PE, PMP, CCE, CFM, LEED AP
Facilities Engineer
U.S. Department of Energy
Office of Asset Management (MA-50)
1000 Independence Ave, SW Washington DC 20585
202.586.4539
CIndy.Hunt@hq.doe.gov
Slide15
BackupMay 9, 2017
Ownership Types
15Slide16
FRPP CrosswalkMay 9, 2017
Ownership Types
16
FIMS Ownership
FRPP Legal Interest Indicator
DOE Owned (O)
Owned (G)
DOE Leased (D)
Leased (L)
GSA Owned (G)
Reported by GSA
GSA Leased (L)
Reported by GSA
Federal Permit (P)
Reported by Permitting
Agency
Withdrawn Land (W)
Withdrawn Land (W)
Note: Assets with other FIMS “Ownership” types are not reported to the Federal Real Property Profile by DOE