# Presentation: 354391

## Office of Acquisition and Property Management

- Guidance on Five-Year PlanSummary of Required Actions  Attachment G

## Background

- Attachment G provides direction for the development of each bureau’s five-year capital improvement and deferred maintenance plans
- Bureaus are required to follow the requirements of Attachment G
- PAM/POB use Attachment G to review and comment on bureau five year plans
- Attachment G is issued every year to incorporate program modifications

**Department of the Interior**
- December 2007

## Attachment G – Table of Contents

- Objective of the Five-Year Plan
- Budget and Five-Year Plan Schedule
- Annual Update
- Data Requirements
- Required DM and Capital Improvement Analysis

**Department of the Interior**
- December 2007

## Attachment G – Table of Contents

- Five-Year Funding Levels
- Categories of Maintenance and Construction
- Interior Budget Priorities
- Project ranking factors
- Exhibits
- 1a, 1b, 2a, 2b, 3, 4, 5, 6

**Department of the Interior**
- December 2007

## Presentation Focus

- 1) Exhibits
- 2) Interior Budget Priorities
- Project weighting factors/DOI Score
- 3) Five-Year Plan Schedule

**Department of the Interior**
- December 2007

## Exhibits – General Guidance

- Standard exhibits must be used.
- Do not submit edited or modified exhibits!
- Submit the exhibits on time.
- Submittal of complete and accurate exhibits will shorten the review process.
- Review the exhibits before submitting to DOI.

**Department of the Interior**
- December 2007

## Exhibit 1a & 1bConstruction and Maintenance Definitions

- _Exhibit 1a_ - definitions
- _Exhibit 1b_ - Summary chart of definitions by category
- Use definitions for all five year plan work and completion of exhibits in Attachment G.

**Department of the Interior**
- December 2007

## Exhibit 2a & 2b - Project Data Sheet

- Exhibit 2a is the project data sheet (PDS).
- Exhibit 2b provides instructions to complete each section of the PDS.
- The PDS is the key exhibit in the five year plan.
- The PDS will be discussed in detail in a separate session later today.

**Department of the Interior**
- December 2007

## Exhibit 3 – Deferred Maintenance and Capital Improvement Distribution

- Use the definitions in Exhibit 1a of Attachment G to Complete Exhibit 3
- This exhibit displays the breakout of capital improvement and DM funds in the five year plan by weighting categories

**Department of the Interior**
- December 2007

## Exhibit 4 – Summary Project Data Sheet

- Use Exhibit 4 to summarize all five year plan projects by fiscal year
- Displays capital improvement and DM work by individual project.
- Insert a row for totals for each year on the 5-Year Plan
- Make sure that the total for each year equals the total provided by your bureau’s budget office

**Department of the Interior**
- December 2007

## Exhibit 5 – Completion Report

- Exhibit 5 – Annual Completion Report
- Used to summarize the status of all projects initiated over the last eight years
- Display completed and uncompleted projects
- Exhibit is used to identify cost and schedule variance

**Department of the Interior**
- December 2007

## Interior Budget Priorities – Weighting Factors

- Critical Health and Safety Deferred Maintenance (CHSdm)                              10
- Critical Health and Safety Capital Improvement (CHSci)		                  9
- Critical Resource Protection Deferred Maintenance (CRPdm)		  7
- Critical Resource Protection Capital Improvement (CRPci)		  6
- Energy Policy, High Performance, Sustainable Buildings CI (EPHPBSci)	  5
- Critical Mission Deferred Maintenance (CMdm)				  4
- Other Deferred Maintenance (Odm)					  3
- Code Compliance Capital Improvement (CCci)				  3
- Other Capital Improvements (Oci)					  1
- Based on these weight factors, projects are to be ranked using the following calculation:
- (%CHSdm x 10) + (%CHSci x 9) +(%CRPdm x 7) + (%CRPci x 6) + (%EPHPBSci x 5) + (%CMdm x 4) + (%Odm x 3) + (%CCci x 3) + (%Oci x 1) = TOTAL SCORE

**Department of the Interior**
- December 2007

## ScheduleFY 2010 – FY 2014 Five-Year Plan

- Must meet these dates to keep DOI aligned
- with the government-wide budget cycle!
**June 2, 2008**
- Submit two copies of construction five-year plan
**July 1, 2008**
- Submit two copies of DM five-year plan
**June – August**
- PAM and POB review and return joint comment

**Department of the Interior**
- December 2007

## ScheduleFY 2010 – FY 2014 Five Year Plan

**September 2, 2008**
- Submit four copies of corrected and approved
- five-year plans
**November 4, 2008**
- Submit two copies of completion report (Exhibit 5)
**November 4, 2008**
- Submit two copies of final FY 2009 project list

**Department of the Interior**
- December 2007

## Schedule

- Other submissions are due per the CPIC
- schedule memo issued November 26, 2007
**March 3, 2008**  - Updated Exhibit 300s for FY 2009 projects are due
**April 11, 2008** – Exhibit 300s for FY 2010 projects are due

**Department of the Interior**
- December 2007

## Summary

- Become familiar with and follow the requirements of Attachment G
- This will reduce the amount of comments generated by PAM and POB and the review time
- Do not modify the exhibits!

**Department of the Interior**
- December 2007

## DOI Contacts

- Call the Office of Acquisition and Property Management (PAM) or the Office of Budget (POB) with questions
- PAM – Bill Hamele (202) 208-5704
- POB – Rita Jankovich (202) 208-4967
- Attachment G and CPIC Schedule Memo
- http://www.doi.gov/pam/assetmanage.html

**Department of the Interior**
- December 2007