Real Property Accomplishments, Management Tools, and Records System

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Real Property Accomplishments, Management Tools,
and Records System

• REAL ESTATE/FIMS WORKSHOP
• June 2-4, 2009
• Bill Montana

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Accomplishments

• Created tools and systems to effectively manage
  real property
• Completed hard copy and electronic files, via the
  Hummingbird document management system
  (Hummingbird DM), for LM sites
• Conducted gap analysis on missing documents and
  real property rights
• Ensured complete integrity of all information in
  FIMS and Hummingbird DM for land instruments

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Real Property Management Tools

• Records
• Electronic files generate a spreadsheet that
  provides pertinent information of all real
  property files and instruments
• Complete set of hard copy working files
• Title II Transition
• UMTRCA Title II spreadsheet and punch-lists
• Workload/Priorities
• Form LMS 2102e, Request for Realty Services (RRS)
  
• Work scope and pending lists
• Six-month look ahead

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Records System

• Created real property file plan
• Maintain full set of real property working files
  in Grand Junction
• Scan electronic files into Hummingbird DM for
  access by realty officers from any location
• Ensure new instruments and changes are reflected
  in FIMS via procedures in place
• Tools We Use
• Hummingbird profiles for data input
• Excel spreadsheet for realty records

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LM Real Property Profile Download/Spreadsheet
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UMTRCA Title II Transition

• Real property issues are integral part of
  transition
• Tools facilitate communication among licensee,
  USACE, and DOE
• Tools ensure all DOE long-term real property
  interests are addressed
• Tools We Use
• Transition process
• Realty status
• Site-specific punch-lists

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Title II Transition Process
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Title II Realty Status
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Title II Site-Specific Punch-List
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Managing Real Property Workload

• Real Property Program
• Includes records, gap analysis, and property
  dispositions
• Supports all LM sites
• Manages workload and priorities to meet project
  needs
• Tools We Use
• RRS
• Work scope and pending lists
• Six-month look ahead

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RRS Form
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Activities List
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Six-Month Look Ahead
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Summary

• We have
• tools to manage our information and work.
• systems to effectively manage our information
  and records.
• a better understanding of the information we are
  missing.
• processes to ensure FIMS and records are
  consistent.