1. 1 of 32 Performance Measures and the State of Our Facilities Eric Haukdal MA-50 Office of Asset Management

2. 2 of 32 Agenda Performance Measures & Order 430.1c Update Links to Laboratory Operations Board (LOB) State of Facilities Annual Report (SOFAR) Performance Charts

3. 3 of 32 Performance Measures and 430.1c 1.Inventory DOE’s real property holdings 2.Alignment The degree to which real property assets are linked to core capabilities and mission requirements 3.Functionality Adequacy of real property assets to support operations 4.Condition Level of repair of real property assets 5.Utilization The degree to which DOE activities are using existing space 6.Disposition The degree to which DOE identifies and disposes of excess property 7.Management How well DOE invests in and maintains real property in a sustainable and cost effective manner 8.Data Reliability Completeness and accuracy of real property data used to support and inform real property asset decisions Section 4.e.(1) of the latest 430.1c draft RPAM order establishes the following Performance Measure areas:

4. 4 of 32 Links to LOB Effort Did the Department Make the Investments it Committed to Make? Is the Percent of Adequate Facilities Increasing? Is Deferred Maintenance Decreasing? Is the Square Footage of Underutilized Space Decreasing? Is Excess Space Being Eliminated? Are Annual Costs of Carrying Excess Facilities Declining? Are Fewer Capabilities at Risk due to Infrastructure Deficiencies? Section 4.e.(2) of the latest 430.1c draft RPAM order links performance reporting to LOB efforts through an annual State of General Purpose Infrastructure Report focused on answering the following questions :

5. 5 of 32 SOFAR Will soon start work on developing a new State of Facilities Annual Report (SOFAR) Will focus on the eight Performance Measure areas Will support (or serve as) the State of General Purpose Infrastructure Report Expected completion by end of this calendar year

6. 6 of 32 Performance Charts The following charts show how we can measure and illustrate basic performance in each of the eight performance areas Note that all of the charts below use existing FIMS data elements (and only existing elements) to build the performance measures But keep an eye out for just a couple that use optional FIMS data elements which may not be populated across all programs or types of facilities in the database

7. 7 of 32 1a - Inventory Active/Inactive Total Gross SqFt Filtered by Status Shows the amount of DOE’s active and inactive assets Can use existing FIMS data elements to trends in this area Active/Inactive Buildings & Trailers

8. 8 of 32 1a - Inventory Active/Inactive (cont.) Active/Inactive OSFsActive/Inactive Land Total RPV Filtered by Status Total Acreage Filtered by Status

9. 9 of 32 1b - Inventory Owned/Not-Owned Total Gross SqFt Filtered by Ownership Shows the amount of DOE’s assets that the DOE owns and does not own Can use existing FIMS data elements to show trends in this area DOE Owned/Not-Owned Buildings & Trailers

10. 10 of 32 1b – Inventory Owned/Not-Owned (cont.) DOE Owned/Not-Owned OSFsDOE Owned/Not-Owned Land Total RPV Filtered by Ownership Total Acreage Filtered by Ownership

11. 11 of 32 2 – Alignment Alignment Index Gross SqFt of Assets with Core Capability Identified Total Gross SqFt X 100 Shows the amount of property with Core Capabilities identified compared to the overall amount of property Can use existing FIMS data elements to show performance in this area Alignment Index – Active Buildings & Trailers

12. 12 of 32 2 – Alignment Alignment Index (cont.) Acreage of Assets with Core Capability Identified Total Acreage X 100 RPV of Assets with Core Capability Identified Total RPV X 100 Alignment Index – Active OSFsAlignment Index – Active Land

13. 13 of 32 3 – Functionality Functionality Index Gross SqFt of Assets with Overall Asset Condition ”Adequate” Total Assessed Gross SqFt X 100 Shows the amount of assets rated as "adequate" compared to the total amount of assets Can use some existing FIMS data elements to show performance in this area But also uses “Overall Asset Condition” element which exists in FIMS but is only currently required for Lab sites Functionality Index – Active & Assessed Buildings & Trailers

14. 14 of 32 3 – Functionality Functionality Index (cont.) Functionality Index – Active & Assessed OSFs RPV of Assets with Overall Asset Condition ”Adequate” Total Assessed RPV X 100

15. 15 of 32 4 – Condition Condition Index Shows the value of Repair Needs compared to the overall Replacement Plant Value Can use existing FIMS data elements to show performance in this area Condition Index – All Buildings & Trailers Repair Needs RPV X 1001 ─

16. 16 of 32 4 – Condition Condition Index (cont.) Condition Index – All OSFs Repair Needs RPV X 1001 ─

17. 17 of 32 5a – Utilization Portfolio Utilization Index Shows the amount of utilized space compared to the total amount of space Can use existing FIMS data elements to show performance in this area Portfolio Utilization Index – Active Buildings & Trailers Sum of: Asset % Utilized x Asset Gross Sqft Total Portfolio Gross Sqft X 100

18. 18 of 32 5b – Utilization Office Occupancy Rate Shows the amount of square feet per person Can use existing FIMS data elements to show performance in this area Office Occupancy Rate – Active Buildings & Trailers Total Usable Sqft Total No of Occupants

19. 19 of 32 6a – Disposition Excess Declaration Index Gross SqFt of Excess Indicator set to “Y” in the reporting year Total Gross SqFt X 100 Shows the amount of property declared as "excess" in the reporting year compared to the total amount of property Can use existing FIMS data elements to show performance in this area Excess Declaration Index – All Buildings & Trailers

20. 20 of 32 6a – Disposition Excess Declaration Index (cont.) Excess Declaration Index - All OSFs Excess Declaration Index - All Land RPV of Excess Indicator set to “Y” in the reporting year Total RPV X 100 Acreage of Excess Indicator set to “Y” in the reporting year Total Acreage X 100

21. 21 of 32 6b – Disposition Excess Property Index Gross SqFt of Excess Indicator = “Y” Total Gross SqFt X 100 Shows the total amount of excess property compared to the total amount of property Can use existing FIMS data elements to show performance in this area Excess Property Index – All Buildings & Trailers

22. 22 of 32 6b – Disposition Excess Property Index (cont.) Excess Declaration Index - All OSFs Excess Declaration Index - All Land RPV of Excess Indicator = “Y” Total RPV X 100 Acreage of Excess Indicator = “Y” Total Acreage X 100

23. 23 of 32 6c – Disposition Excess Disposition Index Gross SqFt of Assets Archived in the Reporting Year Total Gross SqFt X 100 Shows the amount of property disposed of (archived) in the reporting year compared to the total amount of property Can use existing FIMS data elements to show performance in this area Excess Disposition Index – All Buildings & Trailers

24. 24 of 32 6c – Disposition Excess Disposition Index (cont.) Excess Disposition Index - All OSFs Excess Disposition Index - All Land RPV of Assets Archived in the Reporting Year Total RPV X 100 Acreage of Assets Archived in the Reporting Year Total Acreage X 100

25. 25 of 32 7a – Management Maintenance Budget Index Actual Annual Maintenance Annual Required Maintenance X 100 Shows actual maintenance dollars spent compared to projected required maintenance needed Can use some existing FIMS data elements to show performance in this area But also uses “Annual Required Maintenance” element which exists in FIMS but is only currently required for NNSA sites Maintenance Budget Index

26. 26 of 32 7b – Management Maintenance Investment Index Actual Annual Maintenance RPV X 100 Shows the amount of Actual Annual Maintenance compared to total Replacement Plant Value Can use existing FIMS data elements to show performance in this area Maintenance Investment Index

27. 27 of 32 7c – Management Deferred Maintenance Index Deferred Maintenance RPV X 100 Shows the amount of Deferred Maintenance compared to total Replacement Plant Value Can use existing FIMS data elements to show performance in this area Deferred Maintenance Index

28. 28 of 32 7d – Management Excess Property Maintenance Costs Annual Actual Maintenance for Assets with Excess Indicator = “Y” Shows the amount of money spent on maintaining property declared as Excess Can use existing FIMS data elements to show performance in this area Excess Property Maintenance Costs

29. 29 of 32 8 – Data Reliability Data Reliability Index Number of “Green” Validation Scorecards Total Number of Scorecards X 100 Shows the amount of green FIMS validation scorecards compared to the overall number of validation scorecards Can use existing data (but not FIMS data) to show performance in this area Data Reliability Index – All Ownership Types

30. 30 of 32 Digging Deeper Maintenance Investment Target Range Percent of Buildings & Trailers with Various Condition Indices Un-Aligned Buildings & Trailers by Program Deferred Maintenance IndexData Reliability Scorecards for DOE Owned Facilities

31. 31 of 32 Parameters Here’s an example of the parameters used to build one of the Performance Measure charts. It provides the FIMS fields to select in the Ad-Hoc Report tool, other relevant info, and the Excel Pivot Table slicers to use to filter down to the target info. If you’d like a copy of these for all of the PM’s in this presentation, please let me know and I’ll e-mail them to you.

32. 32 of 32 Questions? Contact Info Eric Haukdal eric.haukdal@hq.doe.gov 202.287.1317