u.s. department of the interior doug pokorney, quarters program manager laura walters, quarters...

U.S. Department of the InteriorDoug Pokorney, Quarters Program ManagerLaura Walters, Quarters Program Specialist

Denver, Colorado

Federal Housing Participants

Congress & The President – 5 USC 5911 (Law)

Office of Management & Budget (OMB) – Circular A-45 (Regulation)

Department of the Interior Housing Policy Office – DM 400 3 (Policy) Housing Operations Office

Federal Agencies – (Policies & Procedures)National Housing Council – (Cross-Agency

and iQMIS Issues)

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5 USC 5911http://www.gpoaccess.gov/uscode/index.html

Authority for government to provide housing

“reasonable value”

Deposits in a special fund*

* Department of the Interior, U.S. Forest Service, and Indian Health Service

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OMB Circular A-45http://www.whitehouse.gov/omb/circulars

Purpose: “This circular sets forth policies and administrative guidance…in establishing…rental rates and other charges for government-furnished or leased quarters...according to 5 USC 5911.” [A-45, 1.]

Coverage: all 50 states, Washington D.C. and the U.S. territories. [A-45, 1.]

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OMB Circular A-45

Reliance on Private Housing Market: “It is the Policy of the federal government to rely on the private housing market to provide housing for its civilian employees.” [A-45, 5. a.]

If there is … a requirement of service, a requirement of protection, or a lack of available housing

… then federal housing is permitted

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OMB Circular A-45Reasonable Value: “Reasonable value is …

what an employee would pay for comparable housing in the open market.” [A-45, 6. h)]

Comparable housing: “…housing in the private sector that is generally equivalent in size…with the same number of bedrooms, and with generally equivalent amenities and related facilities.” [A-45, 6. d)]

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OMB Circular A-45

Nearest Established Community (NEC):

Closest community

Population of 1,500 (5,000 in Alaska) as of last U.S. Census (2010), and

A doctor and dentist, and

A private rental market available to the general public

[A-45, 6. f.]

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OMB Circular A-45

Subsidies, Inducements Prohibited: “Rents and other charges may not be set so as to provide a housing subsidy, serve as an inducement in the recruitment or retention of employees, or encourage occupancy of existing government housing.” [A-45, 5. b) 2.]

Annual Adjustments: “…new rates shall be effective… the first pay period that starts on or after March 1…” [A-45, 7. d) 2.]

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Developed early 1980s

Comply with A-45

Required DOI Bureaus to Utilize

Offered to other Agencies

Economies of Scale

Uniform rates across Agencies

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DOI Quarters Program

DOI Housing Policy Office

Michael Wright

Phone: 202-254-5522

E-mail: Michael_C_Wright@ios.doi.gov

DOI Housing Management Policy, 400 DM 3 http://www.doi.gov/pam/property.html

Decisions on DOI Housing Policy issues

Central point of contact with OMB

Clearinghouse for iQMIS rent appeals within DOI

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DOI Housing Operations Office

Doug Pokorney, Quarters Rental Program ManagerPhone: 303-969-5050E-mail: dpokorney@nbc.gov

Laura Walters, Quarters Program SpecialistPhone: 303-969-5696 (iQMIS Help Desk)Fax: 303-969-6634E-mail: lwalters@nbc.gov

Or E-mail: nbc_iqmis_sys_mgr@nbc.govWeb: http://www.doi.gov/nbc/finance/quarter.cfm

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DOI Housing Operations OfficeNBC’s Responsibilities

Establish rental rates that comply with A-45 Survey/analyze private rental markets (3 or 4

regions annually, out of 15 total regions) Compute CPI adjustments annually Provide rent-setting software (iQMIS) Provide Help Desk support Conduct training Defend rental rates

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Federal Agencies Using iQMIS

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Agency QtrsInterior - National Park Service 5,482Agriculture - U.S. Forest Service 3,758Interior - Bureau of Indian Affairs 3,211Health & Human Services - Indian Health Service 2,623Interior - Fish and Wildlife Service 1,061Justice - Bureau of Prisons 697Veterans Affairs 428Homeland Security - Customs and Border Protection 313Interior - Bureau of Land Management 260U.S. Army Corps of Engineers 111Interior - Bureau of Reclamation 83Transportation - Federal Aviation Administration 80Commerce - National Weather Service 57Agriculture - Agricultural Research Service 40State - International Boundary and Water Commission 32Transportation - Maritime Administration 15Interior - U.S. Geologic Survey 15Commerce - National Oceanic Atmospheric Administration 13Armed Forces Experimental Training Academy, Camp Peary 10TOTAL 18,289

Federal AgenciesResponsibilities

Appoint National Housing Officer

Devise policy/procedures to implement A-45

Supervise/monitor A-45 is being met

Provide process for rent appeals

Ensure tenants do not set rental rates [A-45, 9.]

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National Housing Council

Responsibilities

Reviews Survey schedule

Approves iQMIS change requests

Reviews/approves program changes

Clearinghouse for common housing issues

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iQMIS Survey Regions

See “Housing Inventory Instructions” for detailed maps

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Regional Survey ScheduleRegion Survey Date Effective Date

Southeast January 2012 March 10, 2013Mid-South March 2012 March 10, 2013New Mexico May 2012 March 10, 2013

Hawaii January 2013 March 9, 2014Caribbean March 2013 March 9, 2014California June 2013 March 9, 2014American Samoa August 2013 March 9, 2014

Idaho/Montana January 2014 March 8, 2015Colorado/Utah/Wyoming March 2014 March 8, 2015Alaska May 2014 March 8, 2015Plains July 2014 March 8, 2015

Arizona/Nevada January 2015 March 6, 2016Oregon/Washington March 2015 March 6, 2016North Central May 2015 March 6, 2016Northeast July 2015 March 6, 2016

Survey Data Analysis

1. Collect private rental data

2. Review market data; cull outliers

3. Run statistical regression

4. Produce new rent formulas

5. Test rent formulas against comps

6. Ensure rents meet “reasonable value” test

7. Publish results in Regional Survey Report

8. Code new rent formulas into iQMIS20

Rent Charts Formulas published as “Rent Charts” in Survey

Report

Charts depict Base Rent

Base Rent includes bathroom, refrigerator and range, in good condition

Base Rent is NOT Net Rent

Base Rent excludes appliances, services, utilities

Charts published for: Houses (4 bedroom, 3 bdrm, 2 bdrm, 1 bdrm) Apartments (3 bdrm, 2 bdrm, 1 bdrm, 0 bdrm) Mobile Homes (3 bdrm, 2 bdrm, 1 bdrm)

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Sample Rent Chart

Sq Ft5 yrs

old15 yrs

old25 yrs

old35 yrs

old45 yrs

old55 yrs

old75+ yrs

old

Per Extra Bath

Excel Interior / Exterior*

Fair Interior / Exterior*

Poor Interior / Exterior* Garage

Air Cond

(Refrig)400 $960 $958 $956 $954 $951 $949 $944 +$127 +$15 -$20 -$25 +$20 +$73500 $993 $991 $988 $986 $984 $981 $977 +$127 +$15 -$20 -$25 +$20 +$73600 $1,025 $1,023 $1,021 $1,019 $1,016 $1,014 $1,009 +$127 +$15 -$20 -$25 +$20 +$73700 $1,058 $1,056 $1,053 $1,051 $1,049 $1,046 $1,042 +$127 +$15 -$20 -$25 +$20 +$73800 $1,090 $1,088 $1,086 $1,084 $1,081 $1,079 $1,074 +$127 +$15 -$20 -$25 +$20 +$73900 $1,123 $1,121 $1,118 $1,116 $1,114 $1,111 $1,107 +$127 +$15 -$20 -$25 +$20 +$73

1,000 $1,155 $1,153 $1,151 $1,149 $1,146 $1,144 $1,139 +$127 +$15 -$20 -$25 +$20 +$731,100 $1,188 $1,186 $1,183 $1,181 $1,179 $1,176 $1,172 +$127 +$15 -$20 -$25 +$20 +$731,200 $1,220 $1,218 $1,216 $1,214 $1,211 $1,209 $1,204 +$127 +$15 -$20 -$25 +$20 +$731,300 $1,253 $1,251 $1,248 $1,246 $1,244 $1,241 $1,237 +$127 +$15 -$20 -$25 +$20 +$731,400 $1,285 $1,283 $1,281 $1,279 $1,276 $1,274 $1,269 +$127 +$15 -$20 -$25 +$20 +$731,500 $1,318 $1,316 $1,313 $1,311 $1,309 $1,306 $1,302 +$127 +$15 -$20 -$25 +$20 +$731,600 $1,350 $1,348 $1,346 $1,344 $1,341 $1,339 $1,334 +$127 +$15 -$20 -$25 +$20 +$73

Additional Adjustments:Carport (Any Size) +$10 Central Evaporative Cooling +$10Fireplace(s) +$25

Community Adjustments:Laurel, MD -$14 East Orange, NJ -$139

Augusta, ME -$488 Gettysburg, PA -$419Bar Harbor, ME -$328 East Stroudsburg, PA -$161Farmington, ME -$426 Stroudsburg, PA -$161

Provincetown, MA -$56 Windsor, VT -$248

*If both the Exterior and Interior are in this condition, apply this factor twice.Regardless of adjustments, the minimum base rent is $295 per month.The appropriate CPI factor should be applied after completing the above adjustments. See http://www.nbc.gov/supportservices/cpi.html.

Table 4b. Monthly Base Rent Chart – Apartments – Good Condition, 2 Bedrooms, 1 Bathroom

Northeast Survey Region

Market Rents vs. iQMIS Rents

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Market Rents vs. iQMIS Rents

Annual Rent Changes

2002: $500 - New Survey2003: $519 - CPI (Inflation) +$19 per

month2004: $543 - CPI +$242005: $562 - CPI +$192006: $700 - New Survey +$1382007: $720 - CPI +$202008: $743 - CPI +$232009: $772 - CPI +$292010: $900 - New Survey +$1282011: $910 - CPI +$102012: $920 - CPI +$10

Net Rent Formula

Chart Rent (Monthly Base Rent)

+/ – Consumer Price Index (CPI)

Monthly CPI-Adjusted Base Rent

– Administrative Adjustments

+ Utilities Appliances/Services/Furnishings

Monthly Net Rent

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More Training

iQMIS training modules

For Managers

For Tenants

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