The 5Ws of Portfolio Management

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The 5Ws of Portfolio Management
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Overview

• Who are the Portfolio and Asset stakeholders?
• Where are these stakeholders located?
• What is the programs purpose?
• When do events occur?
• Why is the Air Force doing this?

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Stakeholders are Air Staff, AFCEE, MAJCOM, Base
and Owner
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AFCEE works corporately with Air Staff and the
asset team. Base and Owner work onsite with tenant
The Portfolio Manager monitors, evaluates and
reports program performance and transaction
compliance

• Portfolio to Asset
• Periodic reports
• Compliance actions
• Program guidance

• Portfolio Management
• AFCEE
• Advisor

• Asset Management
• MAJCOM
• Base
• Owner

The Asset Manager partners in tenant service,
project operation and information sharing
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The program evaluates project performance and
reports progress
Portfolio Manager (AFCEE)
Performance Compliance Lessons Learned Tenant
Satisfaction

• Monitors performance, loan activity, compliance
  and document archive
• Evaluates portfolio performance
• Reports financial and operational performance
• Implements best business practices
• Facilitates problem resolution

Asset Support (MAJCOM)

• Provides resources
• Drafts command guidance
• Provides reviews and support
• Balances manpower authorizations
• Provides staffing advice
• Supports problem resolution
• Delegates decision authority

Project Owner
Asset Manager (BASE)

• Provides financing, capital and reinvestment
• Builds/renovates the houses
• Serves the military tenant
• Manages and maintains the property
• Reports project data to the AF team

• Assists with customer service
• Monitors operations and maintenance
• Hosts site assessments
• Prepares PEP data
• Monitors compliance
• Collects report data

Stakeholders have the same goals, but different
roles and responsibilities
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Events, reports, training and visits follow an
annual cycle
PR Project Report CT Compliance Testing LR
Lockbox Review IC Insurance Compliance
PEP Program Eval Plan BR Budget Review HPW
Housing Priv Workshop AMT Asset Mgmt Training
IDPSV Initial Dev Period Site Visit ASV
Annual Site Visit
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Portfolio/Asset Management Manage risk and
protect Air Force interest

• Mission
• To proactively and systematically manage the
  post-closing risks and issues associated with
  military housing privatization to ensure
  long-term program success
• Objectives
• Resident satisfaction with housing
• Enhancement and preservation of housing
  throughout the life of the project
• Mitigation of risks to the project
• Successful completion of development and scope of
  work
• Sound financial management