**DOE F&I Planning Framework including the TEAM Initiative**

The Secretary of Energy issued in October 2006 the Department's 2006
Strategic Plan (see: <http://energy.gov/about/strategicplan.htm> ). It
is the Department's roadmap to address the energy, environment, and
nuclear security challenges that are the responsibility of the
Department, and at the core of the plan is innovation through
science-driven development of new technologies. The 2006 Strategic Plan
has five Strategic Themes, two of which are Scientific Discovery &
Innovation, and Management Excellence. Each Strategic Theme connects to
strategic goals. One strategic goal under Management Excellence is "Goal
5.3 -- Infrastructure. Build, modernize, and maintain facilities and
infrastructure to achieve mission goals and ensure a safe and secure
workplace." It is SC's intention that the 2007 TYSP be as responsive as
possible to the new theme of Management Excellence, and Goal 5.3.
Performance-based management means that each site should assume that the
Department will not be providing specific instructions on how to achieve
Goal 5.3 for its particular site situation.

The Department issued its Real Property Asset Management Plan
(DOE/ME-0060) in August 2005 (see
[http://oecm.energy.gov/Portals/2/DOE-ME-0060%20real%20property%20asset%20management%20plan%20\-\--%202005-08.pdf](http://oecm.energy.gov/Portals/2/DOE-ME-0060 real property asset management plan --- 2005-08.pdf).)
In support of this Plan are various Departmental Directives, including
DOE O 430.1b, Real Property Asset Management (see
<http://directives.doe.gov/pdfs/doe/doetext/neword/430/o4301b.pdf> ).
This Order forms the basis for real property and facilities management
in DOE, and identifies the Integrated Facilities and Infrastructure
Crosscut Budget (IFI Crosscut) as a companion resource plan to the Ten
Year Site Plans. Per the direction of the Asset Management Plan, the IFI
Crosscut and the TYSPs must be aligned and reasonably coordinated. For
information on the IFI Crosscut see Chapter 4 of the FY 2010 Field
Budget Call
<http://crinfo.doe.gov/officeDocs/cf30/GUIDANCE/FY09/Index.htm>. Note:
SC uses a modified version of the IFI Crosscut which should be included
as Attachment 4 to the TYSP submission. The SC format is available at:
<http://www.sc.doe.gov/sc-80/sc-82/>

The Director of the Office of Management issued the Three Year Rolling
Timeline (TYRT) on December 11, 2006. It is designed as a "living
document" providing strategies for implementing the Asset Management
Plan, and can be found at
[http://oecm.energy.gov/Portals/2/Three%20Year%20Rolling%20Timeline_070116_Approved.pdf](http://oecm.energy.gov/Portals/2/Three Year Rolling Timeline_070116_Approved.pdf).

The President's Management Agenda (see
[http://www.results.gov](http://www.results.gov/) and
<http://energy.gov/pma/pma@energy.htm> ) includes an initiative for Real
Property Asset Management. The Department tracks its performance in
implementing this initiative through the Department's Consolidated
Quarterly Performance Report (CQPR). The CQPR criteria for measuring
progress in real property management in FY07 are drawn from the TYRT and
DOE Order 430.1B. CQPR criteria include: the timely submission and
reporting of the Quarterly Maintenance (F&I) report; meeting maintenance
investment goals; support of efforts to determine and measure the
efficiency of facility operations and maintenance; agreement on DM, RPV
level, and ACI goals; submission of IFI crosscut update of maintenance
and repair projects greater than \$5 million; development of a robust
and transparent prioritization process for non-programmatic line items;
population and validation of the FIMS database; and updating and
approval of Ten Year Site Plans in the 3^rd^ quarter of FY 2007. SC was
rated "green" in the first quarter of FY 07. Please contact John Metzler
if you would like more information.

On January 24, 2007, the President issued Executive Order 13423:
Strengthening Federal Environmental, Energy, and Transportation
Management, which has implications for Site infrastructure and
facilities. Secretary of Energy Samuel W. Bodman launched the
Transformational Energy Action Management (TEAM) Initiative, a
Department-wide effort aimed at reducing energy intensity across the
nationwide DOE complex by 30 percent.  The TEAM Initiative aims to meet
or exceed the aggressive goals for increasing energy efficiency
throughout the federal government already laid out by President Bush. 

"As the federal government's lead agency on energy management, DOE will
have raised the bar with TEAM Initiative," Secretary Bodman said.  "Over
the next few years, DOE will leverage every possible public and private
resource to improve our energy performance and reduce our energy
intensity.  By fundamentally transforming the way the Department manages
energy use in its facilities, not only will we be able to achieve the
President's ambitious goals for increasing efficiency, but it will also
allow for a cleaner, leaner and more efficient federal government."

This Initiative meets or exceeds energy efficiency goals mandated by the
Energy Policy Act of 2005 (EPAct) as well as President Bush's Executive
Order (EO #13423), announced in January 2007, which directed federal
agencies to: reduce energy intensity and greenhouse gas emissions;
substantially increase use and efficiency of renewable energy
technologies; adopt sustainable design practices; and reduce petroleum
use in federal fleets.  This Initiative adopts an even more ambitious
timeline and targets changes that will have an impact on DOE's energy
use as early as next year.

Specifically, TEAM Initiative requires that:

-   By 2008, DOE have in place executable plans for all facilities to
    reduce energy intensity by 30 percent;

-   The Department maximize installation of secure, on-site renewable
    energy projects at all DOE sites and/or optimize affordable
    purchases of renewable electricity;

-   DOE's entire Alternative Fuel Vehicles fleet operate exclusively on
    clean, alternative fuels;

-   DOE benchmark and monitor water use and implement a plan - and begin
    saving water - by Fiscal Year 2008 to reduce consumption by at least
    16 percent.

-   New DOE construction, major renovations, and 15 percent of existing
    federal capital asset building inventory incorporate the Guiding
    Principles for Federal Leadership in High Performance and
    Sustainable Buildings, ultimately aspiring to Leadership in Energy
    and Environmental Design (LEED) Gold Certification, or comparable
    certification;

-   The Department use Environmental Management Systems to ensure
    implementation of, and provide the supporting framework for, these
    activities.

By setting aggressive goals and timelines, and streamlining contract
approval for change, and increasing use of private financing to make
improvements, TEAM Initiative will end DOE's incremental approach to
saving energy.  These goals cannot be achieved without the expanded use
of Energy Savings Performance Contracts (ESPCs), Energy Service
Companies (ESCOs), and Utility Energy Service Contracts (UESCs) provided
by utility companies.  ESPCs and UESCs are unique contracting vehicles,
allowing agencies to complete needed energy savings projects for their
facilities.  ESCOs and utilities provide the private financing required
for equipment purchases and process enhancements and are subsequently
repaid from the revenues generated from energy cost savings resulting
from improved energy efficiency.

Many of the measures implemented will require up-front investments, such
as advanced lighting, heating, and air conditioning.  The Department
anticipates it will use some appropriated funds for these energy-saving
projects, however it will maximize use of alternative financing tools,
such as ESPCs and UESCs to fund major portions of TEAM Initiative.

The federal government is largest single user of energy in the United
States, and DOE is the second largest energy consumer of all civilian
federal agencies.  The Department's facilities comprise of approximately
110 million square feet, and include more than 14,000 vehicles in its
fleet.  DOE's Federal Energy Management Program provides support for
federal agencies to save energy, as well as improve facilities through
ESPCs and UESCs.  Since 2001, ESPCs and UESCs enabled through DOE
programs have financed over \$851 million in energy improvements at
federal facilities.

The TEAM Initiative is to be reflected in Ten Year Site Plans.