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Comment: Editorial changes as per policy change request on 10/19/23

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Deck of Cards
idReal Property Asset Management Program
Card
labelBrief

Title:

Real Property Asset Management Program

Publication date:

10/1619/20202023

Effective date:9

10/

17

1/

2020

2023  

BRIEF

Policy Summary

The Real Property Asset Management program at Lawrence Berkeley National Laboratory (Berkeley Lab) uses a performance-based approach that integrates planning, acquisition, utilization, maintenance, recapitalization, disposition, and long-term stewardship of real property assets to ensure that current and future mission needs are met for the U.S. Department of Energy.

Who Should Read This Policy

  • Campus Planning Department, Project and Infrastructure and Modernization Division, and Facilities Division employees who are responsible for planning, capital projects, administration of the Facilities Information Management System (FIMS), and maintenance and recapitalization activities.
  • Office of the Chief Financial Officer employees who are responsible for acquisition of real property assets and the Integrated Facilities and Infrastructure Crosscut Budget.

To Read the Full Policy, Go To:

The POLICY tab on this wiki page

Contact Information

LBNL Campus Planning Department Head
Facilities Division

Real Property Infrastructure Manager

Card
labelPolicy

Title:

Real Property Asset Management

Publication date:

10/1619/20202023

Effective date:

910/171/20202023

POLICY

A. Purpose

This policy describes the Real Property Asset Management program at Lawrence Berkeley National Laboratory (Berkeley Lab). The program uses a performance-based approach that integrates planning, acquisition, utilization, maintenance, recapitalization, disposition, and long-term stewardship of real property assets to ensure that current and future mission needs are met for the U.S. Department of Energy.

B. Persons Affected

  • Campus Planning, Facilities Division, and Project and Infrastructure Modernization Division employees who are responsible for planning, capital projects, administration of the Facilities Information Management System (FIMS), and maintenance and recapitalization activities.
  • Office of the Chief Financial Officer employees who are responsible for acquisition of real property assets and the Integrated Facilities and Infrastructure Crosscut Budget.

C. Exceptions

Not applicable

D. Policy Statement

Berkeley Lab adheres to DOE Order 430.1C, Real Property Asset Management. This order covers:

  • Planning and real estate, which is accomplished through the Berkeley Lab Annual Lab Plan.
  • Acquisition, which is covered in the Laboratory Capital Assets – Acquisition and Project Management policy.
  • Maintenance and recapitalization, which are managed via the Berkeley Lab Facilities Division Maintenance Management PlanReal Property & Infrastructure Planning, FIMS reporting, and the Condition Assessment program.

E. Roles and Responsibilities

Role

Responsibility

Real Property Officer

Management responsibility for real property related programs including FIMS, Facilities Condition Assessment, Land Use Planning. The Real Property Office and Real Property Infrastructure Manager roles are synonymous. 

FIMS Program Manager

Capital planning & condition assessment administrator; real property assessments manager; deferred maintenance & repairs coordinator.

Facilities and Project and Infrastructure Modernization Managers

Maintenance and recapitalization.

Site Office Managers (Berkeley Site Office, BSO)

Oversight of real properties asset management implementation.

Procurement Managers

Acquisition, leases.

F. Definitions/Acronyms

Term

Definition

FIMS

Facilities Information Management System

G. Recordkeeping Requirements

None

  • DOE Order 430.1C section 4(f) for FIMS electronic records.
  • DOE Order 437.1 various sections where applicable.
  • DOE Order 430.1C various sections where applicable.
  • DOE Order 243.1C various sections where applicable.

H. Implementing Documents

Document number

Title

Type

PUB-3193

Design and Construction Management Procedures Manual

Construction Details and Design Guidelines

GuidelinesManual

n/a

Berkeley Lab Annual Plan 

Plan

n/a

Facilities Maintenance Management Plan

Plan

I. Contact Information

LBNL Campus Planning Department HeadFacilities DivisionReal Property Infrastructure Manager

J. Revision History

Date

Revision

By whom

Revision Description

Section(s) affected

Change Type

1/2/2012

0

L. Chen

Rewrite for wiki

All

Minor

12/21/2012

1

J. Dahlgard

Full policy

All

Minor

10/16/2020

2

J. Kim

Full policy

All

Minor

10/19/2023

3

J. Braithwaite

Periodic review: ownership change from Facilities to Operations

All

Editorial 

Design and Construction Procedures ManualFacilities Maintenance Plan
Card
labelDocument Information

DOCUMENT INFORMATION

Title:

Real Property Asset Management

Document number

09.01.002.000

Revision number

23

Publication date:

10/1619/20202023

Effective date:

910/171/20202023

Next review date:

10/1618/20232026

Policy Area:

Property

RPM Section (home)

Asset Management

RPM Section (cross-reference)


Functional DivisionFacilities

Operations - Real Property Office

Prior reference information (optional)

RPM Section 1.27

Source Requirements Documents

Implementing Documents

Document number

Title

Type

PUB-3193

Manual

n/a

Berkeley Lab Annual Plan 

Plan

n/a

Plan

Show If
grouprpm2-admins
Card
labelAdditional Information

ADDITIONAL INFORMATION

Title:

Real Property Asset Management

Document number

09.01.002.000

Revision number

23

Publication date:

10/1619/20202023

Effective date:

910/171/20202023

Next review date:

10/1618/20232026

Policy Area:

Major Construction

RPM Section (home)

Facilities Management

RPM Section (cross-reference)


Functional Division

Facilities

Author name/contact info

J. Dahlgard



Revision 0 publication date

6/1/2005

Retirement date

n/a

Prior reference information (optional)

RPM Section 1.27



Inputs from more than one Functional Area?

No

List additional Functional Areas & contacts




Inputs from more than one Policy Area?

No

List additional Policy Areas & contacts




30-day notification needed?

No

30-day start date

n/a

30-day end date

n/a



LDAP protected?

No



Need TABL reminders?

No

Frequency

n/a

Brief reminder text:

n/a



Approval Sheet for this revision received (date) [Note: author is responsible]


Key labels/tags:

  • Major Construction
  • Facilities Management

New terms that need to be added to Glossary/Acronym list:

  • (list items not found  and context (Policy Area name) – full definition would be included in Policy)

Implementing Documents restricted to department/functional use

(optional – these will be used for tracing between requirements and associated documents)

Document number

Title





Side bars:

Side bar 1 location (cite by Policy Section # - for example: Section D.2.a)

Sidebar 1 text: