Defence Estate Quality Management System (DEQMS) - IM
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Defence Estate Quality Management System (DEQMS) - IM |
| Site Navigation :: Home>Estate Maintenance>4.60 Determine Investment Strategy |
Budget Year Minus 2 - Determine Investment Strategy
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There are several investment strategies applied to the management of the Defence Estate. Not all IA derived maintenance requirements are resolved through the Estate Maintenance program. There are insufficient funds in the Estate Maintenance program to meet all the maintenance requirements. Having updated the IA data (this should be completed by end April each year), estate planners are to consider the constraints and opportunities that apply to the base maintenance requirements. Available Estate Maintenance budgets and upcoming Major Capital Facilities investments are to be considered. Changes to the disposition and movement of units on the base and other known changes should be confirmed. There may be other ways of meeting the maintenance requirements identified in the IA, than through a Estate Maintenance funded Maintenance Risk Managed Works project. Outcome: |
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| Activity | Considerations |
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Major Capital Facilities Projects 1) Check the status and scope of any upcoming Major Capital Facilities (MCF) projects relevant to the base. Examine opportunities to incorporate IA maintenance requirements into the MCF project. 2) Determine the relevant project officer for the MCF project. For projects at the CSIR Part 1 or CSIR Part 2 stage the project officer is in the Directorate of Estate Development in Estate Planning Branch of ID. For projects at the Strategic Business Case (SBC) or Detailed Business Case (DBC) stage, the project officer will be in Infrastructure Asset Development Branch of ID. |
The MCF forward program is summarised on the MCF Brick Chart available from IFP in Estate Planning Branch. It shows the future MCF expenditure by base. Projects at the CSIR Part 1 stage, CSIR Part 2 stage or Strategic Business Case stage may be able to incorporate changes. At this stage the project is not necessarily constrained by the funding estimate applied to the project. There may be limited opportunity to change the scope of MCF projects once they have progressed from Strategic Business Case to Detailed Business Case. Forward 3 Year Funding Guidance is determined from the national IA data, filtered for affordability in accordance with the available budget for Maintenance Risk Managed Works over the next three years.
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Disposition and Occupancy 3) Check for any changes in the use of the base or for changes to the location or facilities for base units and any effect they might have on the IA maintenance requirements. |
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Estate Maintenance Funding Guidance 4) By early May each year, Director Estate Operations will provide interim guidance for the forward 3 year program for each base. The guidance contains proportions of available funding according to the following split:
5) The information is formatted for copying directly to the 3 Year Programming tool, which is where the 3 year program is developed. 6) Bids for Maintenance Risk Managed Works projects are to be governed by the available funds provided in the forward funding guidance. Such bids are to be documented in the IA Maintenance Plan. |
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Worked Example of Forward 3 Year Funding Guidance
IA Maintenance works are bid in the IA Maintenance plan (and in DEMS). Whilst the total of IA data might exceed the available funding, only those works that fit within the forward funding guidance are included in the bid. Works that were previously approved as part of the 09/10 bid, but will extend into 10/11 must also be considered in the bid.
The following year, the Year 1 100%, Year 2 75% and Year 3 50% forward funding guidance is provided for the next 3 year window. IA works that were not approved (or not bid) are reviewed and rescheduled as required. The new bid is a top-up of the previous approved 3 year forward program, but for the next 3 year window.