2013 npma fall conference value through professional asset management property 101 basic property...
TRANSCRIPT
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2013 NPMA Fall ConferenceValue Through Professional Asset Management
Property 101 Basic Property
Tara Miller
PMP, CPPM, CF
Beth Green
CPPM, CF
Consultant
November 14, 2013
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2013 NPMA Fall ConferenceValue Through Professional Asset Management
Introduction to Property Management
• What is Property Management?• Property system
• Acquisition• Receiving• Identification• Records• Physical Inventory
• Subcontract Control• Reports• Utilization• Consumption• Storage• Movement• Maintenance• Property Closeout
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2013 NPMA Fall ConferenceValue Through Professional Asset Management
What is Property Management?
The practice of controlling or influencing the acquisition,
use, and disposition of personal property
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2013 NPMA Fall ConferenceValue Through Professional Asset Management
Property System Process
Procedures
Records
Methodologies necessary for an effective control
Compliance
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2013 NPMA Fall ConferenceValue Through Professional Asset Management
Acquisition
Approvals
Acquisition Methods
Purchasing
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2013 NPMA Fall ConferenceValue Through Professional Asset Management
ReceivingProcess
Receipt Inspection Documentation Recording
discrepancies
Delivery to end user Record necessary
information Recording
discrepancies Reports
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2013 NPMA Fall ConferenceValue Through Professional Asset Management
Identification Serialized or Non-Serialized Tag Identification Methods Special Circumstances Key Participants
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2013 NPMA Fall ConferenceValue Through Professional Asset Management
Records Process
• Create• Maintain
Must be complete, current, auditable for all transactions
Required elements
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2013 NPMA Fall ConferenceValue Through Professional Asset Management
Physical Inventories Process
• Material• Equipment• Frequency• Types• Reconciliation• Reports
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2013 NPMA Fall ConferenceValue Through Professional Asset Management
Subcontract Control Process
• Identify assets being provided• Requirements in the subcontract
Liability for lossAll Property required elements
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2013 NPMA Fall ConferenceValue Through Professional Asset Management
Reports Process
• Create and Provide Report of Discrepancies Loss Physical Inventory Results Audits/Self Assessments Corrective Actions Other Related Reports
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2013 NPMA Fall ConferenceValue Through Professional Asset Management
Utilization Use
• Documented• Authorized Use• Intended Purpose• Measurement of the Effectiveness• Reutilization• Cannibalization
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2013 NPMA Fall ConferenceValue Through Professional Asset Management
Consumption Consumption Program
• Identifying Requirements• Reviewing and adjusting requirements
as project changes occur• Providing accurate data to project
managers
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2013 NPMA Fall ConferenceValue Through Professional Asset Management
Consumption Process
• Issuance of material• Actual Use• Unused Material• Return to Supply
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2013 NPMA Fall ConferenceValue Through Professional Asset Management
Storage• Warehouse Material
• Warehouse Equipment
• Inventory and Distribution Methods
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2013 NPMA Fall ConferenceValue Through Professional Asset Management
Movement• What is Movement?
– Change of place or position– Physical Relocation
• Process– Issues from Warehouse– Off-Site Movements– Shipping
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2013 NPMA Fall ConferenceValue Through Professional Asset Management
Maintenance Process
• Identification• Disclosure• Performance
Routine Preventative Maintenance Repair Calibration Inspections and prevention of
deterioration
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2013 NPMA Fall ConferenceValue Through Professional Asset Management
Property CloseoutDisposition
andDisposal
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2013 NPMA Fall ConferenceValue Through Professional Asset Management
Contact InformationBeth Green, CPPM, CF
Tara Miller, PMP, CPPM, CF