**Preliminary SC Ten Year Site Plan Guidance**

[Purpose]{.underline}: Summarize the facilities and infrastructure (F&I)
planning supporting expected site missions over a ten year period. For
2004, focus will be on *[general purpose F&I]{.underline}*. Note: SC
will be undertaking a Future of the Laboratories study which will
address programmatic aspects of the labs.

[Requirement]{.underline}: DOE RPAM Order 430.1B Section 4a. Planning .
The TYSP will replace SC's current requirements for the Site and
Facilities section of the Institutional Plans and the SC Strategic
Facilities Plans.

[Users]{.underline}: SC Headquarters, SC Site Offices and SC
laboratories

[Scope]{.underline}: The following SC sites must submit: ANL-E, BNL,
LBNL, ORNL, PNNL, Ames, Fermi, PPPL, ORISE, TJNAF, SLAC, MIT, Notre
Dame, and ORO

The 2004 TYSP will cover SC general purpose F&I. Due to the Future of
the Laboratories study to be undertaken this summer, SC programmatic
facilities may be covered in the 2004 TYSP at the discretion of the SC
programs. EM has indicated that because they have Disposition Plans in
place they do not want to be included in TYSPs. Other than EM
facilities, there are only 3 assets at SC labs identified in FIMS as
non-SC. These are NBL at ANL (SSA), building 3019A at ORNL 9NNSA) and
building 3047 at ORNL (NE). Discussions with each of these programs
should be undertaken to determine extent of their coverage.

[Planning Horizon]{.underline}: 13 years - 10 budget years (FY 06 to FY
15) plus FY 03, FY 04 and FY 05

[Content]{.underline}: The site's plan to meet program missions,
budgets, planning estimates, and performance outcomes within the
program's budgetary and out-year fiscal projections.

The TYSP will be consistent with the SC report on "Facilities for the
Future of Science", the SC Strategic Plan (issued February 2004) and the
Integrated Facilities and Infrastructure (IFI) Crosscut budget submitted
with the FY 06 field budget in May 2004. The IFI Crosscut covers FY 04
to FY 10.

An assessment of the current status of the site real property assets
against delineated program missions including discussions of condition
assessments, maintenance and recapitalization plans, space utilization,
real estate, excess facilities disposition, Long Term Stewardship (LTS),
and unique site issues.

The prioritized real property asset projects and activities required to
meet program missions, budgets, and planning estimates. These include
acquisition projects (Federally funded and alternatively financed),
elimination of excess property projects and activities, maintenance and
recapitalization plans, disposition projects, and LTS requirements.

A report on past performance and projected future outcomes, including
the results from real property asset corporate and program performance
measures (ACI, AUI, MII).

Space utilization activities and land-use that stabilize then reduce the
costs by consolidating operations where practicable and eliminating
excess facilities.

Sites should include a section in the TYSP that identifies and
prioritizes rehab and improvement projects (GPP and line item) and
excess facilities projects to modernize their general purpose facilities
over a ten year period using an "unconstrained*"* funding level. This
"modernization plan" is simply an updated list of needs that previously
was included in the Strategic Facilities Plan. This will include an
Excel file for the unconstrained ten year plan.

Additional relevant sections from the Site and Facilities section of the
Institutional Plans and the SC Strategic Facilities Plans will also be
required.

[SC Planning and Funding Guidance]{.underline}: assume continuation of
current missions with essentially level funding from SC for direct
funding infrastructure support (i.e., SLI construction, SLI excess
facilities and GPP).

Starting in FY 05, the SC goal for lab funded maintenance is a minimum
of 2% of replacement plant value (RPV) of applicable conventional
facilities. SC approval is required if this goal is not expected to be
met.

SC is considering a goal for reduction in deferred maintenance is 10% a
year for FY 04, FY 05 and FY 06.

[Non-SC Program's Planning and Funding Guidance]{.underline}: ASO and
ORNL Site Office should coordinate with non-SC programs that own
facilities at their site re coverage of their facilities in the TYSP.

[Format]{.underline}: An SC TYSP Format and Content Guide will be issued
by April 5, 2004

[Approval Process]{.underline}: TYSP's will be submitted by the Site
Office managers to SC-1 through SC-82 by November 1, 2004. SC-82 will
coordinate submissions with in SC Hqs (AD and others) and prepare
recommendations for approval. Special arrangements will be made for the
Bates-MIT and Notre Dame sites.

[Schedule]{.underline}: TYSP's are due no later than November 1^st^,
2004. Note: the IFI Crosscut Submission is due with the FY 06 field
budget submission in May, 2004.

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