Installation Management Institute January 2007

1. Installation Management InstituteJanuary 2007 PART 2- GENERAL INSTALLATION INFORMATION This part of the workbook focuses on general information about the installation and serves to define the information and provide context for the overall analytical process. It gives the current picture in summary form and sets out the challenges to be addressed in any TAB management or update effort.This part of the workbook focuses on general information about the installation and serves to define the information and provide context for the overall analytical process. It gives the current picture in summary form and sets out the challenges to be addressed in any TAB management or update effort.

2. Section Topics RPLANS Message of the Day RPLANS User Interface Tour Meeting Mr. Greenbar Workbook General Reference Tabs This section includes three broad topics. First, we will take a tour of the RPLANS User Interface. Next, we’ll look at a feature in Excel that will make reading all those lines of data easier. Finally, we will start using RPLANS to define your installation and get an overall picture of where you stand.This section includes three broad topics. First, we will take a tour of the RPLANS User Interface. Next, we’ll look at a feature in Excel that will make reading all those lines of data easier. Finally, we will start using RPLANS to define your installation and get an overall picture of where you stand.

3. RPLANS Message of the Day& Support

4. RPLANS UI Tour

5. Installation Workbook Organization The installation workbook is organized into six sections General Reference (Tabs 1 – 3) ASIP Information (Tabs 4 – 8) TAB/Requirements (Tabs 9 – 11) Assets (Tabs 12 – 15) Supporting Information (Tabs 16 – 19) Target FCGs (Tabs 20 and following)

6. Installation WorkbookGeneral Reference Reports Tab 1 – General Information Tab 1A: Installation Composition Tab 1B: Installation User Codes/Suffixes Tab 1C: UIC TDA Types Tab 2 – Executive Summary Buyout by Essential Facilities (EFR) Tab 3 – Context Installation Coarse Screen

7. Defining an InstallationWorkbook - TAB 1 Places - ARLOC Faces – STACO (a place with a face) Property - RPI Sites (a place with property) Associations Installations Command Codes ISR Installations

8. Places ARLOC Army Location (ARLOC) - A place in which the Army has an interest. An ARLOC may be a real property installation or a location where Army personnel are based. An ARLOC may also be used to describe a strategic point, an area of logistical interest or some other place, facility or capability which the Army neither owns nor controls.

9. FacesSTACO Station Code (STACO) - A five digit code that identifies an ARLOC with which a permanent Army population is associated. The STACO may be the same as the ARLOC or a derivative of that ARLOC. The Army Stationing and Installation Plan (ASIP) is the database of record for STACOs.

10. Property Sites The Site may be the same as an ARLOC. The Integrated Facility System (IFS) is the database of record for real property.

11. ARLOC, STACO and Site Numbering A STACO is normally the same as an ARLOC, or is a derivative of an ARLOC. A Site may be the same as an ARLOC and, in USAREUR, almost always is. The first two characters of an ARLOC, and any corresponding STACOs and Sites will match for the same location within a state, territory or country. Examples: New York = 36XXX; West Point = 36933 OCONUS: Japan JAXXX, Germany = GEXXX, etc.

12. Associations Base Code Installation: An aggregation of contiguous or near contiguous real property holdings commanded by a centrally selected commander. Installations represent management organizations. An installation may be made of one or more sites.

13. Linking Faces and Property Workbook TAB 1A Installation Composition Links STACOs and Sites (referred to as RPI INSNOs) that constitute a HQRPLANS installation. HQRPLANS Installation Number (called a command code) is the same as the base code or installation number for installations and is normally the same as the primary STACO for other command codes. A Site may have more than one STACO associated with it. A STACO is associated with one and only one Site.

14. RPLANS and the ISR An ISR installation is a base for which an installation level RPLANS data set exists in support of facilities. The installation data set is used for: Requirements Analysis Condition Assessment

15. RPLANS UI Tour The Main Menu (File, Analysis, Reports, References, Edit, Utilities, Help) Make Report Selections Run Reports Regular Reports Web Reports View and Save Reports Help Set User Preferences Stationing

16. References / Installation Information / Installation Composition TAB 1 contains general references that are aggregated here for convenience The first item at Tab 1, installation composition, identifies the installation that is the target of the analysis and its component parts. It contains the list of ASIP Station Codes (STACO) that identify the populations associated with the target installation. It also lists the real property installations (INSNO) that comprise the land and facilities that have been aggregated for analysis. A STACO can be viewed as representing faces that are at a particular place, while the INSNO can be viewed as representing the places themselves (note, however, that HQRPLANS has STACOs that are not associated with an INSNO, but all Installation RPLANS locations have real property). There may be one STACO and one INSNO defining an installation. In other cases there may be multiple STACOs and INSNOs. A particular INSNO may have more than one STACO associated with it. This occurs when, for example, when separate STACOs are used to document the Army Reserve and Army National Guard populations at a particular place. However, each STACO is associated with one and only one INSNO (a FACE cannot be at more than one PLACE). STEPS for TAB 1A: References/ Installation Information/Installation Composition/ Select Installation/ RunTAB 1 contains general references that are aggregated here for convenience The first item at Tab 1, installation composition, identifies the installation that is the target of the analysis and its component parts. It contains the list of ASIP Station Codes (STACO) that identify the populations associated with the target installation. It also lists the real property installations (INSNO) that comprise the land and facilities that have been aggregated for analysis. A STACO can be viewed as representing faces that are at a particular place, while the INSNO can be viewed as representing the places themselves (note, however, that HQRPLANS has STACOs that are not associated with an INSNO, but all Installation RPLANS locations have real property). There may be one STACO and one INSNO defining an installation. In other cases there may be multiple STACOs and INSNOs. A particular INSNO may have more than one STACO associated with it. This occurs when, for example, when separate STACOs are used to document the Army Reserve and Army National Guard populations at a particular place. However, each STACO is associated with one and only one INSNO (a FACE cannot be at more than one PLACE). STEPS for TAB 1A: References/ Installation Information/Installation Composition/ Select Installation/ Run

17. TAB 1 “Extra Reports” Provide information and tracking assistance TAB 1B – Installation User Codes and Suffixes IFS Customer IDs Links unrecognized UICs to names Can divide large UICs (garrison) TAB 1C – UIC TDA Types Intended to show information about how RPLANS gives allowances Only report that gives extended descriptions of UICs There are two reports that often are useful references that don’t warrant their own place in the workbook and don’t relate specifically to any one of the legs of the TAB. Both help define who’s who on the installation. They are the Installation User Codes and Suffixes (IFS Customer ID reports) and the UIC TDA Types report, which provides an extended description of units in the ASIP.There are two reports that often are useful references that don’t warrant their own place in the workbook and don’t relate specifically to any one of the legs of the TAB. Both help define who’s who on the installation. They are the Installation User Codes and Suffixes (IFS Customer ID reports) and the UIC TDA Types report, which provides an extended description of units in the ASIP.

18. References Installation Information / Installation User Codes/Suffixes The second item in Tab 1 is the Installation User Codes/Suffixes report. It is useful for two major purposes. First, it can help establish the identity of unrecognized UICs (see discussion of Unrecognized UICs at Tab 12). Second, it can help identify distribution of assets within large organizations when it is necessary to look at pieces of an organization such as a garrison or a school. The User Codes in RPLANS are actually the customer ID in the Installation Facility System (IFS). The descriptions are those used in IFS and may be different than the ones in the ASIP. STEPS for TAB 1B: References/ Installation Information/ Installation User Codes Suffixes/ Select Installation/ RunThe second item in Tab 1 is the Installation User Codes/Suffixes report. It is useful for two major purposes. First, it can help establish the identity of unrecognized UICs (see discussion of Unrecognized UICs at Tab 12). Second, it can help identify distribution of assets within large organizations when it is necessary to look at pieces of an organization such as a garrison or a school. The User Codes in RPLANS are actually the customer ID in the Installation Facility System (IFS). The descriptions are those used in IFS and may be different than the ones in the ASIP. STEPS for TAB 1B: References/ Installation Information/ Installation User Codes Suffixes/ Select Installation/ Run

19. References / Installation Unit Information / UIC TDA Types The third report at Tab 1 is the reference report UIC TDA Types. The purpose of the report is to show the TDA type assigned to each UIC, but the report includes not only the UIC description included in other reports, but a derivative description. This can be useful in identifying organizations where the description is cryptic and for sorting out those UICs which have repetitive descriptions in the ASIP. A good example is contractor UICs where there are frequently two or more UICs with the description in the ASIP of “contractor.” The derivative description given in this report often links a contractor to a specific activity or organization (e.g., public works contractor, maintenance contractor, etc.). Note that the derivative description for a UIC in the ASIP may be input at the installation to suit their local requirements. This must be done during the normal ASIP update process. This report sorts first by TDA type, then by UIC, which means that the UICs are not listed in alpha-numeric order. It is useful to save this report in Excel and to sort by UIC to make cross reference to the ASIP and other reports easier. STEPS for TAB 1C: References/ Installation Unit Information/ UIC TDA Types/ Select UICs/ Highlight all and ADD/ OK/ Choose year (farthest out)/ RunThe third report at Tab 1 is the reference report UIC TDA Types. The purpose of the report is to show the TDA type assigned to each UIC, but the report includes not only the UIC description included in other reports, but a derivative description. This can be useful in identifying organizations where the description is cryptic and for sorting out those UICs which have repetitive descriptions in the ASIP. A good example is contractor UICs where there are frequently two or more UICs with the description in the ASIP of “contractor.” The derivative description given in this report often links a contractor to a specific activity or organization (e.g., public works contractor, maintenance contractor, etc.). Note that the derivative description for a UIC in the ASIP may be input at the installation to suit their local requirements. This must be done during the normal ASIP update process. This report sorts first by TDA type, then by UIC, which means that the UICs are not listed in alpha-numeric order. It is useful to save this report in Excel and to sort by UIC to make cross reference to the ASIP and other reports easier. STEPS for TAB 1C: References/ Installation Unit Information/ UIC TDA Types/ Select UICs/ Highlight all and ADD/ OK/ Choose year (farthest out)/ Run

20. Reports / Facility Analysis / Buyout by Essential Facilities (EFR) The purpose of Tab 2 is to set the stage for the workbook. The Buyout by Essential Facilities (EFR) report is essentially a summary TAB for an installation in critical facilities. It is presented in both tabular and graphic form. The EFR addresses a subset of FCGs that are considered critical for installations to fulfill their key missions. It is also important to note that, in several cases, the FCGs are aggregated into groupings so that excesses and deficits may be masked from view in the EFR. This report could be described as the problem statement. A primary goal of TAB management is to have this be as accurate of a reflection of the facilities status of an installation as possible. It also is useful when doing site visits to introduce the reason for the visit predicated on making the overall picture more accurate. It is important to realize that often the only TAB consulted by HQDA during preliminary discussions of stationing or re-stationing is this report because of the need for sensitive actions to be “close hold.” STEPS for TAB 2: Reports/ Facility Analysis/ Buyout by Essential Facilities (EFR)/ Select Installation/ RunThe purpose of Tab 2 is to set the stage for the workbook. The Buyout by Essential Facilities (EFR) report is essentially a summary TAB for an installation in critical facilities. It is presented in both tabular and graphic form. The EFR addresses a subset of FCGs that are considered critical for installations to fulfill their key missions. It is also important to note that, in several cases, the FCGs are aggregated into groupings so that excesses and deficits may be masked from view in the EFR. This report could be described as the problem statement. A primary goal of TAB management is to have this be as accurate of a reflection of the facilities status of an installation as possible. It also is useful when doing site visits to introduce the reason for the visit predicated on making the overall picture more accurate. It is important to realize that often the only TAB consulted by HQDA during preliminary discussions of stationing or re-stationing is this report because of the need for sensitive actions to be “close hold.” STEPS for TAB 2: Reports/ Facility Analysis/ Buyout by Essential Facilities (EFR)/ Select Installation/ Run

21. The EFR A Macro TABWorkbook TAB 2 If this doesn’t scare you, nothing will. For many in HQDA, this is your only TAB. If it is wrong…If this doesn’t scare you, nothing will. For many in HQDA, this is your only TAB. If it is wrong…

22. The EFR A Macro TABWorkbook TAB 2 Focuses on critical facility category groups Sometimes the only TAB viewed at HQDA Groups multiple FCGs, so may mask shortages in one FCG with excesses in another The essential facility requirement or EFR chart is a graphic portrayal of your status of critical FCGs. Because it groups like facilities such as all operations facilities, it can mask critical shortages in one FCG with excess in another FCG. The essential facility requirement or EFR chart is a graphic portrayal of your status of critical FCGs. Because it groups like facilities such as all operations facilities, it can mask critical shortages in one FCG with excess in another FCG.

23. The Process – Coarse ScreenWorkbook TAB 3 TAB 3 in Installation Workbook Reports/Facility Analysis/Coarse Screen Summary TAB for GSF ISR FCGs sorted by greatest deficit to greatest excess Provides context Highlights problem areas Nominate target FCGs (don’t kick sleeping alligators) Also consider ISR quantity amber or red Run one now for your installation Every real requirement is satisfied by something Are there any deficit FCGs that are being satisfied somewhere else?

24. Reports / Facility Analysis / Installation Coarse Screen Tab 3, the Coarse Screen report, is included to provide context and as an aide in identifying the target FCGs. Target FCGs are FCGs that present significant issues requiring investigation and resolution to achieve an accurate TAB. The coarse screen is, essentially, a TAB for FCGs measured in Gross Square Feet (GSF). Selected FCGs, funded by other than OMA, including Family Housing, Medical Facilities and commissaries, have been excluded. The difference between this report and the standard TAB is that the report is sorted by deficit as the primary sort, excess as the secondary sort and FCG as the tertiary sort. This has the affect of listing the FCG with the biggest deficit at the top and the FCG with the biggest excess at the bottom. While FCGs that show neither an excess nor a deficit may still have issues, the ones with large excesses and deficits are the ones most likely to distort the TAB. One item to note is whether FCGs showing a large excess or deficit have been edited previously (i.e., is the allowance equal to the requirement). If there are no existing edits an FCG in this category may warrant scrutiny as part of a TAB update process. STEPS for TAB 3: Reports/ Facility Analysis/ Installation Coarse Screen/ Select Installation/ Choose Year (farthest out)/ RunTab 3, the Coarse Screen report, is included to provide context and as an aide in identifying the target FCGs. Target FCGs are FCGs that present significant issues requiring investigation and resolution to achieve an accurate TAB. The coarse screen is, essentially, a TAB for FCGs measured in Gross Square Feet (GSF). Selected FCGs, funded by other than OMA, including Family Housing, Medical Facilities and commissaries, have been excluded. The difference between this report and the standard TAB is that the report is sorted by deficit as the primary sort, excess as the secondary sort and FCG as the tertiary sort. This has the affect of listing the FCG with the biggest deficit at the top and the FCG with the biggest excess at the bottom. While FCGs that show neither an excess nor a deficit may still have issues, the ones with large excesses and deficits are the ones most likely to distort the TAB. One item to note is whether FCGs showing a large excess or deficit have been edited previously (i.e., is the allowance equal to the requirement). If there are no existing edits an FCG in this category may warrant scrutiny as part of a TAB update process. STEPS for TAB 3: Reports/ Facility Analysis/ Installation Coarse Screen/ Select Installation/ Choose Year (farthest out)/ Run

25. Meeting Mr. Greenbar Steps to set up a Greenbar in Excel: Highlight on the sheet the whole area that is to be formatted Click on Format Scroll down to Conditional Formatting… In the box labeled Condition, choose Formula Is Type in =MOD(ROW(),3)=1 Click on the box labeled Format… Click on the Patterns Tab and choose a Color (choose something in a lighter shade) Click OK and OK againSteps to set up a Greenbar in Excel: Highlight on the sheet the whole area that is to be formatted Click on Format Scroll down to Conditional Formatting… In the box labeled Condition, choose Formula Is Type in =MOD(ROW(),3)=1 Click on the box labeled Format… Click on the Patterns Tab and choose a Color (choose something in a lighter shade) Click OK and OK again

26. Setting Up Greenbar

27. Part 2 Conclusion The purpose of this section was to set the stage. We have: A preliminary understanding of the systems that ACSIM provides as tools for installation management A beginning understanding of RPLANS including how to run reports An appreciation of how your installation looks to the rest of the world In the next section we will begin digging into the first foundation of the TAB, the Force.