property management 101 part 2: defense j.e. “skip” adolph, cppm cf
TRANSCRIPT
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Property Management 101Part 2: Defense
J.E. “Skip” Adolph, CPPM CF
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Property Management 101: Defense
• The “Property” Clause• 52.245-1 “Government Property (Apr
2012)– Addresses the following
• (a) Definitions• (b) Property Management• (c) Use of Government Property• (d) Government-furnished Property• (e) Title to Government Property• (f) Contractor Plans and Systems
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Property Management 101: Defense
• The “Property” Clause (cont)
• 52.245-1 “Government Property (Apr 2012)– Addresses the following
• (g) System Analysis• (h) Contractor Liability for Government
Property• (i) Equitable Adjustment• (j) Contractor Inventory Disposal
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Property Management 101: Defense
• The “Property” Clause (cont)
• 52.245-1 “Government Property (Apr 2012)– Addresses the following
• (k) Abandonment of Government Property• (l) Communications• (m) Contracts Outside The United States
End of Clause
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Property Management 101: Defense
• The “Contract”• What is a Contract?
– “An agreement between two or more parties, creating obligations to do or not to do something, that are enforceable or otherwise recognizable by law…”
Black’s Law…
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Property Management 101: Defense
• How to read a contract: From The First Word To The Last Word!– Read The Clause In It’s Entirety– Any other clause referenced…
– 52.245-1 -- Government Property.• As prescribed in (45.107 a), insert the
following clause:• “Real property.” See Federal
Management Regulation 102-71.20 (41 CFR 102-71.20).
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Property Management 101: Defense
• Property “Management” or Property “Control”?
• ASTM Definition (ASTM E 2135)– “Property Control System”:
• An entity’s internal management program for protecting, preserving, accounting for, and controlling property from acquisition through disposition, including both application and compliance
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Property Management 101: Defense
• 52.245-1(b)– The Contractor shall have a system of
internal controls to manage (control, use, preserve, protect, repair and maintain) Government property in its possession.
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Property Management 101: Defense
Property Management is the Management of Data The effectiveness of that
management is a direct reflection on the adequacy of the system
The efficiency of that management is a direct reflection of the level of contribution to the system
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Property Management 101: Defense
• 52.245-1(f)(1)(iii)– Records of Government property
• (A) Property records shall enable a complete, current, auditable record of all transactions and shall, unless otherwise approved by the Property Administrator, contain the following:
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Property Management 101: Defense
• 52.245-1(f) Contractor plans & systems– (1) Contractors shall establish and
implement property management plans, systems, procedures at the contract, program, site or entity level to enable the following outcomes:
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Property Management 101: Defense
• Contractor plans & systems– Enabled process outcomes:
Acquisition
Receipt
Records
Physical Inventory
Subcontractor control
Reports
Relief of Stewardship
Utilization
Maintenance
Property closeout
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Property Management 101: Defense
• Contractor plans & systems– How many process outcomes?
• Acquisition: 2 each• Receipt: 2 each• Records: 2 each• Subcontractor control: 2 each• Relief of stewardship: 2 each• Utilization: 2 each
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Property Management 101: Defense
• 52.245-1(f)(1)(i)– Establish and implement property
management plans, systems, and procedures to enable the following outcome:
• Acquisition: Contractor shall document that all property was acquired consistent with its engineering, production planning, and property control operations
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Property Management 101: Defense
• Acquisition “Source” Documents– Based on “Method”:
FURNISHED LOANEDPURCHASED
FABRICATED
LEASE
RENTED
REUTILIZED
TRANSFERRED
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Property Management 101: Defense
• Sources of Asset Data:
Description; Part #
Location
Contract #
Unit of Measure
Acquisition Cost
Date Placed in Service
Quantity Received
Purchasing
Receiving / Inspection
Warehouse / Using Org
P.O. / Receiver
Asset
Facilities
Contracts
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Property Management 101: Defense
• Starts with a “Plan”– A written strategic description of how
best to manage the government’s property holdings in your possession (“I am the Steward”) while providing the “Best Value”
– Establishes performance “outcomes” from acquisition to close out
– Using selected VCS and/or ILPs
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Property Management 101: Defense
• Your procedures describe how those performance outcomes shall be achieved– A “best practice” is to be simple yet
detailed (therein lies a challenge)• Purpose (Why)• Process (How)• Responsibility (Who)
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Property Management 101: Defense
• “The Big Three”– The 3 most important Outcomes:
• Receiving– Establishes the foundation of the asset
history
• Records– The “Ledger” of what the Government’s
property in you possession
• Physical Inventory– A physical accounting of all assets reported
in the “Ledger”
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Property Management 101: Defense
• It’s About RISK !– Perform your own assessment– PMSA:
• LDDT Ratio for past 3 years?• Inventory Loss Ration for past 3 years?• Last PMSA evaluation for past 3 years?• Current “Property Management Plan”?• Self-assessment Program In Place?
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Property Management 101: Defense
• All You Have To Do Is…
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Basic Property Federal
Rick Price, CPPM
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Government Policies & Regs.
• Sources Of Procurement Law• Statutes• Executive Orders• Decisions• Decision Process Governed By
Regulations• FAR• Supplements• Office Of Federal Procurement Policy
(OFPP)
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Federal Acquisition Regulation (FAR)
Public Law 93-400Office of Federal Procurement Policy (OFPP) Act of 1974Amended by Public Law 96-83 and OFPP Letter dated August 19, 1985
Our roots are found in LAW!!!Our roots are found in LAW!!!
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• More about roots! The basis or roots for all property control systems should be C.P.P.M.
• Not NPMA’s CPPM, but…..
CPPM
Control
Protect
Preserve
Maintain
Cornerstones of a PM
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• The System Integrator• The magnet that draws all functional
areas together• Security, Purchasing, Subcontracts,
Quality, Training, Information Services, Accounting, Production, Planning, and the list goes on
The Property Mgmt. System
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Where it all BeginsFPMR Subpart 101-1.101 -- “The FPMR…shall be used by General Services Administration…except procurement and contract matters contained in the FAR.”
FAR Section 1.101 -- stipulates that all Executive Agencies will use the FAR contracting system policies and procedures when acquiring supplies and/or services
Both allow for supplements to be generated by agencies. FPMR 101-8.108 and FAR 1.103
Who uses What?
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“Drivers”
Every organization, regardless of size or type, has critical business processes that are an integral part of the success of their organizational mission and objectives.
NPMA Standard Property Book, July 1999
• Fiduciary Responsibility• Business Management • Enable work efficiencies
How is this applied in your organization?….How is this applied in your organization?….
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Drivers, cont….
External Auditors, DCMA, DCAA, ONR and other Sponsors
Contractual Compliance
Financial Accounting Compliance
CAS
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Property’s “Multiple Hats”
“Hats”ComplianceBusiness Mgmt/Asset ManagementStewardshipPotential conflicting prioritiesBalance and consistency most important
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Core Team for Property Management
Property Management ProcessesProperty Management Processes
PropertyManagementOffice
PropertyManagementOffice Program
ManagementProgramManagement
IT StaffIT StaffCustodiansandUser
CustodiansandUser
??????????
SponsorsSponsors
A Winning Combination!
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Where it all Begins
Unless otherwise stated...
Property means: Real property, equipment, intangible property and debt instruments.
Property Management Definition
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Stewardship
The conducting, supervising, or managing of something
The careful and responsible management of something entrusted to one’s care
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Stewardship Responsibilities
Maintain Approved Property System in today’s world and Acceptable in tomorrow’s world FinancialAccountabilityLiability
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Property Management
Now that we have it, what do we have to do and how?
Track itFinancial ImplicationsMaintenanceReportingSubcontractingAuditsLD&D and other liability You said it
was where?
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Definitions
Government Furnished Property (GFP) “means property in the
possession of or directly acquired by the government and
subsequently made available to the contractor.
Contractor Acquired Property (CAP) “means property acquired
or otherwise provided by the contractor for performing a contract
and to which the government has title.
Government Property (GP) “means all
property owned by or leased to the government or acquired
by the government under the terms of the contract.”
FAR45.101
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Property ManagementThe Overseer -- Very Important
Ensures procedures are written, updated and adhered toProvides trainingOversees self auditsLeads in LDD problems
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Receiving
The process of physically accepting propertyItem(s) screened against procurement documentationItem(s) identified and tagged Discrepancies noted and acted uponSecuring of the propertyTimely completion of documentation
Details often overlooked…
Basis for correct records!
Critical for damage claims
Details often overlooked…
Basis for correct records!
Critical for damage claims
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Receiving, cont.
Where and by whom?You develop the processWhat do you check for and document?Confirmation of orderConditionDemographic data of assetWhat if a problem?It depends…let’s discuss
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Identification
PurposeIdentify ownershipControl number designationTagging optionsWho does this?Suggested placement and related benefitsReplacement of lost tags
Where’sthetag?
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Records: The Great Communicator
Your Property Control System’s Soul
Have a record system that will display basic information for each item.Some items have more data, some less.
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Utilization and Storage
Business process needed to protect the company’s and its Sponsor’s property from loss, damage, and destruction while it is not in use and to ensure its availability whenever it is needed in the future Let’s talk about
commingling...
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Physical Inventory Regulatory & Contractual
Requirements Good Business Practice
Of special importance during acquisitions/mergers of organizations
Financial Considerations Measure Health of Property
System Utilization Excess Property Indicators “Other Factors”
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Inventory --Assessing System “Health”
Unlocated property may be indicator of:TheftPoor security Inadequate documentation of receipts & issues
Location discrepancies may indicate:Undocumented movementUntrained property custodiansPoor record keeping Improper disposition
Unrecorded equipment may indicate:Problems is areas of
Procurement Receiving Identification
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Maintenance
What does this mean?Who does it?When?How documented?Decision factor for replacement planning
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Movement
Movement vs. shippingTemporary vs. long-term movesUsed as authorizedDocumentedSecured and protected while in transitUpdate recorded location when move is completeFAR 52.245-1 Records needs location
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Reports
Records
Maintenance
Use
Storage
Movement
Like records, reports touches all
facets of our Property Control
System, for example...
Like records, reports touches all
facets of our Property Control
System, for example...
Subcontracts Consumption Identification
Inventory Receiving
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Disposal of Property
Process by which one disposes of excess propertyHave approved proceduresMust screen in-houseReport excessMaintain while in storageDispose of as instructedAdjust records
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Reutilization
Normally ends up in a transfer of asset to another organization outside of your company or to another contract within your company
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Property Management 101Universities - Agreements
• Research Grants• Instrumentation
Grants• Contracts• Coop. Agreements• Donations/Gifts• Loans
• RPAs• Fellowships• Bailments• Clinical Trials• “Evaluation”
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Property Management 101Universities - Agreements
• Grants – Predominant Type• Contracts – More Complex to Manage• Coop Agree. – Similar to Grants• Instrumentation – Large Asset
Acquisition, shared funding• Donations – Gifts, Potential Tax Benefits
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Property Management 101Universities - Agreements
• Donations – Gifts, Potential Tax Benefits• RPAs – Use of Facility by external users• Fellowships – Internal/External;
awarded to student• Clinical Trials – May involve Human
Subjects• Evaluation – Prototype testing
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Property Management 101Universities - Grants
• Title to contractor-acquired equipment usually vests with University at time of acquisition
• May have “exempt” property; no further obligation after title granted to university
• GFP treated same as GFP on a contract
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Property Management 101Universities
Shared Instrumentation Grants
• Provides a cost-effective mechanism for groups of NIH-supported investigators to obtain commercially-available equipment that costs more than $100,000.
• Instruments in this price range are typically too expensive to be obtained through a research project grant. The maximum SIG award is $600,000.
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Property Management 101Universities
Shared Instrumentation Grants
• These grants cover the direct costs of the instruments; the grantee institution must meet costs for maintenance, service contracts, and technical support.
• Awards are for one year only and are not renewable.
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Property Management 101Universities - Contracts
• Less frequent; challenging to manage• For procurement of goods or services
that directly benefit the USG• Property managed IAW the FAR clauses
– Will affect key issues such as title, use and reporting of property
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Property Management 101Universities – Coop. Agreements
• Similar to grants, managed per OMB Circulars• Substantial technical involvement is
anticipated between the awarding agency and the recipient during the period of performance
• Title to equipment usually vests with university at time of acquisition; however this is negotiable within each agreement
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Property Management 101Universities - RPAs
• A form of sponsored project • Personnel, academic facilities, and/or
laboratory equipment are employed on behalf of parties not otherwise affiliated with the University as faculty, staff, or students.
• Faculty involvement vary• Project requirements may be established in
detail by the sponsor.
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Property Management 101Universities - RPAs
• A RPA is different in that a significant portion of the responsibility for the intellectual direction, interpretation, and/or outcome of the work rests with the outside user.
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Property Management 101Universities - Title
• Eligible or Qualified Recipients• CAP title may vest in University at
time of acquisition-- With or without further obligation
• Title dependent on type of agreement and source of funding
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Property Management 101Universities - Utilization
• Broader ability to use• Priority to acquiring agreement• “Stepdown” for priotizing• Tracking dependent on
organization• Idle should be excessed
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Property Management 101Universities – Inventory
• Biennial per OMB• More often per agreement or policy• May vary depending on type of award
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Property Management 101Universities - Disposition
• Have method to identify idle status• Preferably single-stream• GP per Contracting Officer approval• May require remuneration for value of
remaining useful life
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Property Management 101
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Contact Information
Skip Adolph, CPPM [email protected]
Ivonne Bachar, CPPM [email protected]
Rick Price, [email protected]