Property Management Interdependence among Major Functions Alex N. Barenblitt. CPPM, MBA Value Through Professional Asset Management 2014 NPMA Spring Seminar Introduction Property Management is more than “Inventory Management” Property Management requires a Multi-Disciplinary approach – Program, Contracts, Procurement… Property Management requires Multi-Directional communication Property Management has a direct impact on risk and results Asset cost and risk is second only to Staff cost Value Through Professional Asset Management 2014 NPMA Spring Seminar Major Functions/Departments • Business Development/Proposal Development • Contracts & Subcontracts Management • Program Management • Property (Asset/Logistics) Management • Finance & Accounting Value Through Professional Asset Management • Procurement • • • • • • • Engineering Facilities Operations Production Quality Compliance Human Resources 2014 NPMA Spring Seminar Each Function/Department has its own Role & Perspective Each role & perspective is valid & important Each adds value, controls risk Each is impacted by others, none is self-contained Each works best as the “members of an orchestra” to result in beautiful “music” * • Property Management is the “conductor” for the “Property Score” * - Rick Shultz, CPPM CF, JHU Applied Physics Lab Value Through Professional Asset Management 2014 NPMA Spring Seminar Principal Roles (Property Perspective) • Business Development • Win Profitable Business • Contracts Management • Negotiate favorable terms • Program Management • Achieve profitable results • Achieve contract mission • Procurement of CAP • Engineering • Use of the right Property at the right place at the right time Value Through Professional Asset Management • Property Management • Effective & Efficient property control • The right property at the right place at the right time • Compliant property control • Provide guidance & direction • Finance & Accounting • Efficient & effective financial management • Accurate accounting • Procurement • Efficient & Effective • Best Value 2014 NPMA Spring Seminar Principal Roles (Property perspective) Continued • Facilities • Provide the right environment for operations • Operations • Effective & Efficient Planning/Scheduling • The right property at the right place at the right time • Production • Efficient and effective use of Property Value Through Professional Asset Management • Quality • Follow Established Processes • Ensure high-quality deliverables • Compliance • Ensure compliance with regulations, contract terms • Human Resources • The right people performing the work 2014 NPMA Spring Seminar Overall Property/Asset Lifecycle (Prior to Receipt) • • • • • Opportunity identification • Business Development Statement of Work • Requirements Analysis GFP vs. CAP Analysis • Requested GFP listing • Procurement/CAP Sourcing Proposal • Business Development • Contracts/Subcontracts • Program Management • Property Management • Finance & Accounting • Human Resources Contract Negotiation • Terms & Conditions, Regulations, Reporting • Contracts Management • Program Management • Property Management Value Through Professional Asset Management • • Facility Preparation • Physical site preparation • Facilities Management Physical site preparation, build-out Security, Receiving • Staffing (Property Custodians) Hiring, Training Human Resources • Site/Contract - specific procedure development GFP Request & CAP Procurement • • • • Program Management Procurement Plan Property Management Operations Preparation • • Finance & Accounting Planning/Scheduling 2014 NPMA Spring Seminar Property/Asset Lifecycle (Upon Receipt) • Receipt from Government • • Receiving Staff Count/Condition Acknowledge Receipt Execute and transmit acceptance form (e.g. DD1194, other) Property Custodian Mark (Tag/Label), Enter Data into Asset Database Report receipt as appropriate – UID Registry, if applicable – Point of Storage/Use – Program Management Value Through Professional Asset Management • Receipt from Vendor (CAP) • • • Receiving Staff Count/Condition Acknowledge Receipt – Inform Procurement, Accounting Property Custodian Mark, Enter Data into Asset Database All Receipts • • • Store or Forward to Point of Use, as required Record location in Asset Database Record Assignee/Property Custodian, as appropriate 2014 NPMA Spring Seminar Property/Asset Lifecycle (During Custodianship) Monitor Consumption Review for Excess/Obsolete Property Develop and Provide Reporting Document and communicate movement, transfers (Users) • Ensure only contractually authorized use Perform Contractor Self Assessments • Perform Inventory Audits Use applicable method – Random Statistical Sampling, Wall-to-Wall, A-B-C, Location, etc. • Review Acquisition, Receipt records for compliance Subcontractor Control • Survey Subcontractors • Perform Oversight Audits as appropriate Value Through Professional Asset Management 2014 NPMA Spring Seminar Property/Asset Lifecycle (During Custodianship) - Continued Submit requests for Transfer, as required • • • • Process Loss Reports, as applicable • • • • • Program Management Property Management Contracts Management Finance & Accounting Program Management Property Management Security Contracts Management Finance & Accounting Process Dispositions, as applicable • • • • • Excess/Obsolete Program Management Property Management Contracts Management Finance & Accounting Value Through Professional Asset Management 2014 NPMA Spring Seminar Property/Asset Lifecycle (Transfer/Delivery, Contract Closeout) • • • Prepare Property Completion documentation Update Asset Database Prepare DD250’s/DD1149’s • • Ship/Deliver • • • Gain Acceptance Execution Prepare Invoices Prepare Annual Reporting • • • WAWF Submittals, as applicable NF 1018’s DD1662’s, if still applicable 100% inventory of remaining Property Value Through Professional Asset Management • • PCARSS (or other) Submission Execute Disposition Instructions • • • • • • • Document Disposition Completion Submit final Relief of Stewardship Process Contract Closeout Property Management Contract Management Finance & Accounting Facilities 2014 NPMA Spring Seminar Communication, Teamwork is Critical Throughout the Contract Lifecycle All major functions/departments are key members of a Program Team Each is impacted by all other members of the Team Property (Assets) is second only to Staff for cost & risk • Business Systems Rule now has “teeth” Missions cannot be met without good management of Property Tasks cannot be performed without the right Property in the right place at the right time Value Through Professional Asset Management 2014 NPMA Spring Seminar Final Thoughts Effective and Efficient Property Management is more than just Inventory Management Effective and Efficient Property Management is a lifecycle, not an event Effective and Efficient Property Management can be a key differentiator Effective and Efficient Property Management can be a key source for cost reduction or reduction of risk Effective and Efficient Property Management takes good teamwork and communications among major Functions and Departments Value Through Professional Asset Management 2014 NPMA Spring Seminar