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ASTM Standards Status 20071101

ASTM Standards Status November 1, 2007. National Property Management Association Inc. ASTM Standards Status 20071101.ppt. Topics. Status Impact Opportunities. Topic - Status. Committee Information Standards Current Standards Ballot Items Suggested Standard Topics. Committees.

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ASTM Standards Status 20071101

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  1. ASTM Standards StatusNovember 1, 2007 National Property Management Association Inc. ASTM Standards Status 20071101.ppt

  2. Topics • Status • Impact • Opportunities NPMA Standards Training Class 1.1

  3. Topic - Status • Committee Information • Standards • Current Standards • Ballot Items • Suggested Standard Topics NPMA Standards Training Class 1.1

  4. Committees E-53.90 Executive Subcommittee Chair – Lyle Hestermann, CPPM CF Vice-Chair – Lois Fiore, CPPM CF Secretary – Bill Franklin, CPPM Membership – Tara Miller, CPPM CF ASTM Staff Manager – Christine Sierk NPMA Standards Training Class 1.1

  5. Committees E-53.90 Executive Subcommittee Chair – Lyle Hestermann, CPPM CF Vice-chair – Lois Fiore, CPPM CF At Large Members: Jim Dieter Bob Holcombe Steve Michelsen Fred Seth NPMA Standards Training Class 1.1

  6. E53 Subcommittees • ASTM E53 on Property Management Systems E53.01 Process Management - Marsha Campbell E53.02 Data Management - Susan Avsec E53.03 Financial Management – Rich Culbertson E53.04 Reutilization & Disposal – Jerry Hanley E53.05 Property Management Maturity – Jim Dieter E53.06 Terminology – Gary Swanson NPMA Standards Training Class 1.1

  7. Committees • NPMA and Standards • Most ASTM E53 leaders and members are also NPMA members. • Liaison to the NPMA Executive Board through Steve Michelsen. • Members of the E53.90 Executive Subcommittee are also considered to be the “NPMA Standards Council”. • ASTM’s focus is on standards development. • NPMA’s focus is on promulgation, education, and training. NPMA Standards Training Class 1.1

  8. Topic - Status • Committee Information • Standards • Current Standards • Ballot Items • Suggested Standard Topics NPMA Standards Training Class 1.1

  9. Current Standards NPMA Standards Training Class 1.1

  10. Current Standards NPMA Standards Training Class 1.1

  11. Current Standards NPMA Standards Training Class 1.1

  12. Proposed Standards • WK16425 - Standard Practice for Entity Equipment Resource Profile (EERP) • This practice describes a statistical depiction of the quantity and value of equipment resources available to support the goals and mission of the entity, regardless of the equipment ownership, type, or acquisition methodology. NPMA Standards Training Class 1.1

  13. Proposed Standards • WK16679 - Standard Practice for Cannibalization / Harvesting of Serviceable Equipment Components to Support Open Requirements • This practice describes the process by which open production and failure related requirements are fulfilled using existing equipment components. NPMA Standards Training Class 1.1

  14. Proposed Standards • WK16699 - Standard Practice for Equipment Control Matrix NPMA Standards Training Class 1.1

  15. Proposed Standards • WK15738 - Standard Practice for Receiving Property • This practice covers the process for verifying, recording, and reporting receipt of tangible • property (that is, equipment, supplies, and material). • Entities use a variety of systems to document the property entering their possession. This • practice details the fundamental concepts of the receiving process. NPMA Standards Training Class 1.1

  16. Proposed Standards • WK16680 - Receipt Notification • This practice covers the process of receipt notification as a result of Equipment • movement. • The application of this standard should promote accurate visibility of Equipment location. NPMA Standards Training Class 1.1

  17. Proposed Standards • WK15385 - Practice for Data Characteristic of Property, Equipment, and Asset Records • This practice presents both essential and optional data elements contained within a record of property, equipment, and assets. • Essential data elements are requisite in a property, equipment, and asset record to comply with internal and/or external requirements and regulations... NPMA Standards Training Class 1.1

  18. Proposed Standards • WK15385 - Practice for Data Characteristic of Property, Equipment, and Asset Records • Optional data elements are applicable to all records of property equipment and assets depending on the needs of the subscriber entity. The variation across entities regarding applicability allows this practice to be effectively applied in whole or part to all records of property, equipment, and assets. All data elements are not required or applicable to all entities. NPMA Standards Training Class 1.1

  19. Suggested Standards Topics NPMA Standards Training Class 1.1

  20. Topic - Impact • FAR • DoD • Texas Department of Transportation • DOE • GAO • NASA • Companies NPMA Standards Training Class 1.1

  21. Voluntary Consensus Standards The National Technology Transfer and Advancement Act of 1995 (Public Law 104-119) and OMB Circular A-119, mandate the use of Voluntary Consensus Standards in lieu of Government-unique standards. NPMA Standards Training Class 1.1

  22. FAR Property Rewrite – Contractor Responsibility “The Contractor shall have a system to manage (control, use, preserve, protect, repair and maintain) Government property in its possession. The system shall be adequate to satisfy the requirements of this clause. The contractor shall initiate and maintain the processes, systems, records, and methodologies necessary for effective control of Government property, consistent with voluntary consensus standards and/or industry-leading practices and standards for Government property management.” NPMA Standards Training Class 1.1

  23. Impact • From the DCMA Guidebook: “A new Community of Interest, the DoD Portal for ASTM Property Standards is now available for your use.” NPMA Standards Training Class 1.1

  24. Impact • DoD Instruction 5000.46, Accountability and Management of DoD-Owned Equipment and Other Accountable Property, specifically references three ASTM Property Standards. • E.g., paragraph 4.2 states: ““Property management policies and systems shall be consistent with the ASTM International, Standard Practice for Establishing the Guiding Principles of Property Management (E 2279-03)”. NPMA Standards Training Class 1.1

  25. Impact • Texas Dept of Transportation first to incorporate a Property Standard • ‘ … recently adopted in May 2001 by the 77th Legislature … is a key provision of the General Appropriations Act (§9.03). The provision, titled “Appropriation Reductions for Lost Property,” directs the Comptroller of Public Accounts to reduce an agency’s appropriations by 50 percent of the value of lost property, if the percentages exceed the American Society for Testing and Materials (ASTM) standards. As indicated in the Comptroller’s “Fiscal Management” (FM02-47) bulletin, the ASTM standard for high-risk items (only firearms at this time) is 0 percent and 2 percent for non-high-risk items (other property besides firearms). NPMA Standards Training Class 1.1

  26. Impact • The U.S. Department of Energy (DOE) references ASTM standards in DOE Order 580.1, approved 12/7/05, Department Of Energy Personal Property Management Program NPMA Standards Training Class 1.1

  27. Impact • Bonneville Power Association • Clause 19-1 BPA-FURNISHED/CONTRACTOR-ACQUIRED PROPERTY (SEP 02)(BPI 19.4) • (a) The Contractor shall manage BPA-furnished, contractor-acquired property in accordance with BPI Appendix 19-A if that appendix is made a part of this contract. If Appendix 19-A is not made a part of this contract, property should be managed in accordance with ASTM Property Management Standards and/or sound industry practices. NPMA Standards Training Class 1.1

  28. Impact • From the U.S. GENERAL SERVICES ADMINISTRATION PERSONAL PROPERTY ASSET MANAGEMENT STUDY, Findings and Recommendations, Feb 1, 2005 • 2.3.1 Develop Asset Management Regulations • “Draft and adopt a set of comprehensive personal property asset management regulations that promotes complete visibility of asset management data across the life cycle, incorporates best practices from both a technical and a business process perspective, and includes the adoption of consensus standards.”... NPMA Standards Training Class 1.1

  29. Impact • From the U.S. GENERAL SERVICES ADMINISTRATION PERSONAL PROPERTY ASSET MANAGEMENT STUDY, Findings and Recommendations, Feb 1, 2005 • 2.3.2 Identify a Personal Property Executive • Establishing performance benchmarks and metrics for each phase of the life cycle by using resources such as the American Society for Testing and Materials (ASTM) Standards and the Government Accountability Office (GAO) Government Auditing Standards (The Yellow Book). NPMA Standards Training Class 1.1

  30. Impact • From the U.S. GENERAL SERVICES ADMINISTRATION PERSONAL PROPERTY ASSET MANAGEMENT STUDY, Findings and Recommendations, Feb 1, 2005 • 4. Document References • American Society for Testing and Materials. Standards E2131-01, E2132-01, E2135-04, E2219-02, E2220-02, E2221-02, E2279-03, E2306-03, E2379-04. NPMA Standards Training Class 1.1

  31. Impact • Raytheon • Northrop Grumman • MITRE • SAIC NPMA Standards Training Class 1.1

  32. Impact • GAP Report on NASA Property Management: • “We evaluated the design of NASA’s internal controls by reviewing and analyzing agencywide and local equipment management policies and procedures and comparing NASA’s policies and procedures with federal and other standards for controlling property—including GAO’s standards for internal control, the General Services Administration’s (GSA) principles for managing personal property, American Society for Testing and Materials (ASTM) property standards, and GAO’s best-practice guide for performing physical inventory counts.” NPMA Standards Training Class 1.1

  33. Impact • From hotjobs.yahoo.com • … requires working knowledge of ISO/AS9100/ASTM property standards. • intranet.ncmahq.org • Applicant must have extensive knowledge of voluntary consensus personal property management standards (e.g., ASTM) and federal property management regulations (e.g., FAR, FPMR, FMR) • http://www.globalspec.com/newsletter • ASTM recently approved the E 2499 standard that defines a common "glossary" for property management and includes a 10-level description of asset location. NPMA Standards Training Class 1.1

  34. Topic - Opportunities • Training • Standards Development • Implementation NPMA Standards Training Class 1.1

  35. NPMA: Standards CoursesHow are the courses structured? • 1.0 Basic Standards Classes • 2.0 Intermediate Standards Classes • 3.0 Advanced Standards Classes NPMA Standards Training Class 1.1

  36. 1.0 Basic Standards Classes 1.1 Introduction to ASTM Standards for Property and Asset Management • Description: • An overview of the standards process, application, and implementation; and all current and planned ASTM Standards for Property and Asset Management. • Standards Covered: • All current ASTM Standards for Property and Asset Management • Objectives: • Understanding of the role of standards and the standards development process • Understand the goals of the NPMA/ASTM Standards effort. • Basic understanding of the intent of each of the existing standards. NPMA Standards Training Class 1.1

  37. 1.0 Basic Standards Classes 1.2 Implementing the ASTM Operational Standards for Property and Asset Management • Description: • Detailed review and discussion of the ASTM standards for Operations, covering both theory and practice. • Duration: Two days (2.0 CEU) • Standards Covered: • E2135-04 Standard Terminology for Property and Asset Management • E2306-03 Standard Practice for Utilization and Disposal of Personal Property • E2131-01 Standard Practice for Assessing Loss, Damage, or Destruction of Property NPMA Standards Training Class 1.1

  38. 1.0 Basic Standards Classes 1.2 Implementing the ASTM Operational Standards for Property and Asset Management -Continued • Standards Covered: • E2132-01 Standard Practice for Physical Inventory of Durable, Moveable Property • E2497-06 Standard Practice for the Calculation of Equipment Movement Velocity • Objectives • Understand the objectives and goals of the ASTM standards for Operations, and how to effectively implement them in your organization. NPMA Standards Training Class 1.1

  39. 2.0 Intermediate Standards Classes 2.1 Implementing the ASTM Process Management Standards for Property and Asset Management • Description: • Prerequisites: Standards 1.2 or permission of the course administrator • Detailed review and discussion of the ASTM standards for Process Management, covering both theory and practice. • Duration: One day (1.0 CEU) • Standards Covered: • E2135-04 Standard Terminology for Property and Asset Management • E2379-04 Standard Practice for Property Management for Career Development and Training NPMA Standards Training Class 1.1

  40. 2.0 Intermediate Standards Classes 2.1 Implementing the ASTM Process Management Standards for Property and Asset Management –Continued • Standards Covered: • E2279-03 Standard Practice for Establishing the Guiding Principles of Property Management • E2221-02 Standard Practice for Administrative Control of Property • E2452-05 Standard Practice for Equipment Management Process Maturity (EMPM) Model (overview) • Objectives: • Understand the objectives and goals of the ASTM standards for Process Management, and how to effectively implement them in your organization. NPMA Standards Training Class 1.1

  41. 2.0 Intermediate Standards Classes 2.2 EMPM Boot Camp • Description: • The theory and practice of the Equipment Management Maturity (EMPM) Model, and a guide to real world performance analysis and improvement. Everything you need to know to effectively implement the standard in your organization. • Prerequisites: Standards 2.1 or permission of the course administrator • Duration: Two and a half days (2.5 CEU) NPMA Standards Training Class 1.1

  42. 2.0 Intermediate Standards Classes 2.2 EMPM Boot Camp - Continued • Standards Covered: • E2452-05 Standard Practice for Equipment Management Process Maturity (EMPM) Model • Objectives: • Understand both the “why” and the “how” of this important, encompassing standard. • Provide usable tools to both accomplish your assessments and effectively present the results to management. NPMA Standards Training Class 1.1

  43. 3.0 Advanced Standards Classes 3.1 ASTM Standards for Advanced Quantitative and Financial Processes for Property and Asset Management • Description: • The implications and ramifications of standard approaches to the valuation of property and its life cycle cost to an organization. • Prerequisites: Standards 2.1 or permission of the course administrator • Duration: Two days (2.0 CEU) • Standards Covered: • E2219-02 Standard Practice for Valuation and Management of Moveable, Durable Property • E2378-05 Standard Practice for the Recognition of Impaired or Retired Personal Property • E2220-02 Standard Practice for Establishing the Full Valuation of the Loss/Overage Population Identified During the Inventory of Moveable, Durable Property NPMA Standards Training Class 1.1

  44. 3.0 Advanced Standards Classes 3.1 ASTM Standards for Advanced Quantitative and Financial Processes for Property and Asset Management - Continued • Standards Covered: • E2220-02 Standard Practice for Establishing the Full Valuation of the Loss/Overage Population Identified During the Inventory of Moveable, Durable Property • E2453-05 Standard Practice for Determining the Life-Cycle Cost of Ownership of Personal Property • E2495-06 Standard Practice for Asset Utility • Objectives: • Understand the rationale and mechanics of each of the related standards. • Understand how to effectively implement and utilize the standards in your organization. NPMA Standards Training Class 1.1

  45. 3.0 Advanced Standards Classes 3.2 Property and Asset Management ASTM Standards Executive Work Group • Description: • Learn the ASTM Standards development process, and draft a new ASTM Standard. The class leader/facilitator for each iteration of the class selects a proposed topic area. The class becomes an ASTM Task Group, with the goal of producing a draft Standard for submission to the ASTM consensus approval process. Continuing involvement (via teleconference, etc.) in the Task Group through the standards approval process is expected of participants. • Prerequisites: Standards 2.2 or permission of the course administrator • Duration: Two days (2.0 CEUs) NPMA Standards Training Class 1.1

  46. 3.0 Advanced Standards Classes 3.2 Property and Asset Management ASTM Standards Executive Work Group • Standards Covered: • ASTM style and format document • Objectives: • Draft a new ASTM Standard • Learn the ASTM Standards development process • Contribute to the profession NPMA Standards Training Class 1.1

  47. ASTM Standards and NPMA Course Offerings Advanced Studies Certificate In Voluntary Consensus Standards NPMA Standards Training Class 1.1

  48. Opportunities – Standards Development • Join ASTM and participate in the ballot process • Participate in Standards Development • There is no “them” • There is only “us” NPMA Standards Training Class 1.1

  49. Opportunities - Implementation • Learn by Doing • It’s not “simple”, it’s not a “quick fix”. • It takes knowledgeable, experienced Property Professionals to implement the standards effectively NPMA Standards Training Class 1.1

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