Features Key Federal Personal Property Management Requirements

• Compliant with Federal Management Regulation (FMR), Federal Property Management Regulation (FPMR), Federal Acquisition Regulation (FAR)  

• Incorporates ASTM Standards, Statements of Federal Financial Accounting Standards (SFFAS) and Statements of Federal Financial Accounting Concepts, (SFFAC)
  

 

 

 

 

 

 

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Provides On-Demand Learning, Performance Support, Formal Training and Education for Federal Personal Property Management Professionals

The Federal Personal Property Management Desk Reference & Training Course Version 3.0 may be used for on-demand online learning and just-in-time performance support on the job.  It may also be used as formal competency-based training in Federal Personal Property Management by utilizing the Learning Objectives and Assessments with the Lessons  in the course of instruction.  

• Competencies

• Assessments

• Learning Objectives

• Modules, Phases and Lessons

• Quick Start Tracks

• Tutorials

• Continuing Education Units (CEU)

• Help Desk

• Delivery Options

• Main Track of Instruction on Federal Personal Property Management

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Competencies

The Federal Personal Property Management Desk Reference & Training Course Version 3.0 provides competency-based training, education and performance support.

• Federal Personal Property Management Competencies

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Assessments

Assessments document knowledge transfer and the completed training and education for both individuals and their employers.  Assessments are competency-based and available for each Module and Phase in The Federal Personal Property Management Desk Reference & Training Course Version 3.0.

• Pre-Tests

• Final Tests

  Learn more about Federal Personal Property Management Assessments...

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Learning Objectives

Learning Objectives are competency-based and provided for each Lesson in The Federal Personal Property Management Desk Reference & Training Course Version 3.0.  Learning Objectives may also be accessed by Module and Phase.  Learning Objectives enable users to know exactly what is expected of them in order to complete their training and education.

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Modules, Phases and Lessons

Each Module and Phase contain Lessons which comprise a course of instruction.  Each Lesson contains Learning Objectives, Module Resources, Lesson Topics and Lesson Resources.  Lessons are heavily integrated with Federal Law, Regulation, Policy & Guidance.  Lessons can be customized and delivered through Agency Portal, a Contractor/Grantee Portal or via Individual Subscription.

• Table of Contents for Main Track of Instruction on Federal Personal Property Management

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Quick Start Tracks

In addition to the Main Track of Instruction, The Federal Personal Property Management Desk Reference & Training Course Version 3.0 offers:

• Personal Property Custodial Officer (PCO)/Asset Center Representative (ACR) Quick Start

• Personal Property Accountable Officer (PAO)/Accountable Personal Property Officer (APO) Quick Start

Users can opt to utilize the Main Track of Instruction, a Quick Start Track or a Tutorial to meet their training or performance support needs.

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Tutorials

In addition to the Main Track of Instruction, The Federal Personal Property Management Desk Reference & Training Course Version 3.0 offers:

• The Environmentally Preferable Purchasing (EPP) Tutorial

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Continuing Education Units

Successful Completion of the Final Tests for All Modules and Phases Results in the Award of a Certificate of Completion and 5.0 Continuing Education Units (CEU).

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Help Desk

We are here to help. Please contact us at any time on any issue at webmaster@knownet2.com

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Delivery Options

 

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Main Track of Instruction on Federal Personal Property Management  

Table of Contents

Introduction to Federal Personal Property Management

• Module I The Team

• Module II Legal Basis

• Module III Personal Property Types

• Module IV The Life Cycle

           Phase I Determination of Need

           Phase II Acquisition of Need

           Phase III Accountability and Maintainability

           Phase IV Utilization & Disposal

• Module V Forms, Records & Reports

Conclusion to Federal Personal Property Management

Introduction to Federal Personal Property Management

 

Introduction

• Let's Begin

• Federal Personal Property Management as Logistics

• Knowledge Requirements of Federal Personal Property Management

• Accountability of All Federal Employees

• Accountability of Contractors and Grantees

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Module I The Team

1.0  Introduction

• Key Concepts, Principles and Procedures

• The Principles of Federal Personal Property Management

1.1  The Principles of Federal Personal Property Management

1.2  The Structure of the Federal Personal Property Management Team

• Key Players

• The Standard Team Configuration

• Alternate Team Configurations

• Typical Team Tasks

1.3  The Personal Property Custodial Officer/Asset Center Representative (PCO/ACR)

• Comparable Terms

• Personal Property Custodial Officer/Asset Center Representative (PCO/ACR) Overview

• Relationships of the PCO/ACR to His/Her Team

• Key Relationship of PCO/ACR and PAO/APO

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1.4  The Personal Property Accountable Officer/Accountable Personal Property Officer (PAO/APO)

• Comparable Terms

• Personal Property Accountable Officer/Accountable Personal Property Officer (PAO/APO) Has the Operational Accountability

1.5  The Personal Property Utilization Officer (PUO)

• Comparable Terms

• Primary Function of the PUO

• Promoting Full Utilization of Federal Personal Property

• Utilization Surveys - A Great Tool!

• Support for the PUO

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1.6  The Personal Property Administrator (PA)/Industrial Personal Property Management Specialist (IPMS) 

• Protecting the Government's Interests

• Establishing Control and Accountability

• Working with the Contractor/Grantee to Establish Control and Accountability

1.7  The Personal Property Management Officer (PMO)

• Comparable Terms

• The Personal Property Management Officer (PMO) Leads the Way

• Personal Property Management Officer (PMO) Key Responsibilities

• Seizing Opportunities

1.8  Ethics

• Standards of Ethical Conduct

1.8.1  Common Ethical Dilemmas

1.9  Summary

• What We Accomplished

• What's Next

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Module II Legal Basis

2.0  Introduction

• What You Will Learn

• Key Concepts, Principles and Procedures

2.1  It's the Law!

• Background

• Know Your Authorities

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2.2  Statutory Law

• The Key Statutes

• Picture It

• Financial and Physical Accounting for Personal Property Required

• The Federal Personal Property & Administrative Services Act of 1949 (FPAS)

• Public Law 84-863

• The Concept of Accountability

• Other Key Statutes Impacting Federal Personal Property Management Operations

2.3  Administrative Law

• Personal Property Regulations

• Federal Acquisition Regulations

2.4  Executive Orders

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2.5  OMB Guidance

2.6  Standards

• Statements of Federal Financial Accounting Standards (SFFAS)

• Statements of Federal Financial Accounting Concepts (SFFAC)

• Industry Leading Practices and Voluntary Consensus Standards

2.7  Official Use

2.8  Designations Lead to Conduct of the Joint Inventory

• How the Law Is Carried Out

• Components of a Designation

• Joint Inventory and Designations

2.9  Summary

• What We Accomplished

• What's Next

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Module III Personal Property Types

3.0  Introduction

• What We Will Learn

• Key Concepts, Principles and Procedures

3.1  A Look At Personal Property

• Definition of an Asset

• Characteristics of Assets

• Personal Property in the Real World

• Let's Get Acquainted with the Personal Property We Manage

3.2  Personal Property vs. Real Property

• The Basic Distinction

• Personal Property

• Real Property

3.3  Expendable vs. Non-Expendable Personal Property

• How To Identify Expendable Personal Property

• Personal Custody Personal Property or Sensitive Personal Property

• High Risk and Dangerous Personal Property

• Break It Down Like This

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3.4  Capitalized Personal Property

• The Key Concept of Capitalization of Personal Property

• Capitalization Threshold

• Capitalized Items and the PCO/ACR

3.5  Accountable Personal Property

• The Key Concept of Accountable Personal Property

• Control & Accountability

3.6  Personal Property in Use in the Custodial Area and the Accountable Area

• The PCO/ACR and the Custodial Area/Organizational Unit

• Accountable Areas and Custodial Areas/Organizational Units

3.7  Government Personal Property in Use by Contractors and Grantees

• Out of Sight Not Out of Mind

• What is "Government Personal Property?"

• When Does the Government Furnish Personal Property to Contractors or Grantees?

• Government Personal Property Specified in Contracts and Grants

3.8  Summary

• What We Accomplished

• What's Next

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Module IV The Life Cycle

4.0  Introduction

• What You Will Learn

• Key Concepts, Principles and Procedures

4.1  Managing the Life Cycle of An Asset

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4.2 Phase I Determination of Need

4.2.0 Introduction

• Understanding the Requirement
  

4.2.1 The Three Steps in Determination of Need

• The First Step - Identifying and Defining the Need

• The Second Step - Completing a Justification

• The Third Step - Establishing the Authority to Purchase

• Needs Must be Validated

• There's Competition Among Validated Needs

• The Team's Role

4.2.2 Use & Replacement Standards

• Knowing When to Replace an Asset

• Narrative Explanations

• Deviations

4.2.3 Review of Phase I

• What We Accomplished

• What's Next

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4.3 Phase II Acquisition of Need

4.3.0  Introduction

4.3.1  Required Steps Before Acquiring New Personal Property

4.3.2  The Requisition

• The Requisition and The Phase II Acquisition of Need Model

• Preparing the Request for Personal Property Action or the Requisition

• Acquisition Planning for Capital Assets

• The Requisition Review Process

• Electronic Business/Electronic Commerce

4.3.3  Acquisition Sources

• Acquisition Options

• Utilizing Unneeded/Unrequired or Excess Personal Property is Preferred

• Using the Required Source Order

• Basic Elements of a Contract

4.3.4  Environmentally Preferable Purchasing (EPP)

• Understanding the Environmental Impacts of Products and Services

• Environmentally Preferable Purchasing (EPP) Overview

• Incorporating Environmental Considerations into Purchasing Decisions

4.5  Review of Phase II

• What We Accomplished

• What's Next

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4.4 Phase III Accountability and Maintainability

 

4.4.0  Introduction

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4.4.1  Receiving, Personal Property Identification & Tagging

• The Importance of Receiving

• Overview of The Receiving Process

• A Closer Look at the Receiving Process

• The Relationship between Finance and Personal Property Management Offices

• Tagging, Barcoding, UID and RFID

• Proper Receiving is the First Step to Asset Accountability

• Be Conscientious in the Receiving Process

• Establishing Physical Custody of the Asset During the Receiving Process

• Let's Summarize

4.4.2  Maintenance & Replacement

• Assuring Asset Availability

• Maintenance

• Accountability During Corrective Maintenance

• Replacement of Inventory

4.4.3  Safety Alerts

• Safety Alerts Can Save a Life

4.4.4  Personal Property Accountability and Records

• Financial Control

• Physical Control

• Your PMIS/AMS - A Powerful Tool for Control and Accountability

• Data Elements in a Personal Property Record

• Audit Trail

• The Step-by-Step of Setting Up a Personal Property Record

• Accurate Information Must be Transferred from the Purchase Order to the PMIS/AMS

• Object Class Codes

• Purchase Orders

• Checks and Balances

• PMIS/AMS Records Must Be Balanced with General Ledger Records Monthly

• Balancing PMIS/AMS Records with Accountable and Custodial Area Records

• Physical Inventories Must Be Taken Regularly

• Personal Property Records Must Be Maintained According to Schedule

• Performance Measures for Personal Property Records

• Let's Summarize Personal Property Accountability

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4.4.5  Asset Movement

• Considerations in Asset Movement

• Asset Movement Between Custodial Areas

• Off Site Asset Movement

• Shipping

• Packing, Packaging, Preservation & Marking

• Hazardous Materials (HAZMAT)

4.4.6  Sampling

• Smart Tools for the Management of Federal Personal Property

• Statistical Sampling

• Judgment Sampling

• Purposeful Sampling

• Step 1 - Population

• Step 2 - Selection of Random Numbers

• Step 3 - Sample Selection

• Step 4 - Sample Evaluation

• Sampling as an Audit Tool

4.4.7  Physical Inventory

• Improving Personal Property Control and Accountability

• The Purpose of the Physical Inventory

• Meeting Standards

• Reconciliation of Custodial, Accountable Personal Property and Financial Records

• The Physical Inventory Team

• The PCO/ACR and the Physical Inventory

• Personal Property on Record and Inventory Results

• The PAO/APO and the Physical Inventory

• The PMO and Physical Inventory

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4.4.8  Additions and Subtractions

• Additions to Inventory

• Subtractions from Inventory

• The PCO/ACR and Additions/Subtractions from Inventory

4.4.9  The Report of Survey Process

• The Federal Process for Investigating Unusual Situations

• Procedures for Fraud or Theft

4.4.9.1  The Board of Survey

• Begin with Fact-Finding

• The Process

• Responsibilities of the PCO/ACR in the Report of Survey Process

• Responsibilities of the PAO/APO in the Report of Survey Process

• Responsibilities of the PMO in the Report of Survey Process

• Risk Trend Analysis

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4.4.10  Government Personal Property in Use by Contractors and Grantees

• Alternate Terms

• Government Personal Property Used by Non-Federal Entities

• How Government Personal Property is Provided to Non-Government Entities

• Personal Property Clauses

• Contractor Personal Property Management System Compliance

• Common Personal Property Plan Components

• Lost, Damaged, Destroyed or Stolen Government Personal Property

• Title

4.4.11  Logistics Management Audit

• Introduction to Logistics Management Audit

• Improving Personal Property Control and Accountability

• External, Internal and Self Audits

• The Logistics Management Audit Process

• Auditing the Financial and Physical Control Process for Personal Property

• Getting the Picture

• Financial Statement Audits (CFO Audits)

4.4.11.1  Roles in a Logistics Management Audit

• Performance Expectations

• Role of the PCO/ACR

• Role of the PAO/APO

• Role of the PA

• Role of the PMO

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4.4.11.2  Preparing for an Audit

• How the Federal Personal Property Management Team Prepares

4.4.11.3  The Auditor's Job

• Key Responsibilities of the Auditor

4.4.11.4  The Audit

• Auditing the Relevant Systems

• What to Expect

• The Organization's Response to an Auditor's Finding

4.4.11.5  Self Audits

• Improving Personal Property Control and Accountability with the Self Audit

4.4.12  Risk Management

• Risk Management Activities

• Dimensions of Risk

• Preventing Losses and Unnecessary Expenditures

4.4.13  Review of Phase III

• What We Accomplished

• What's Next

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4.5 Phase IV Utilization & Disposal

4.5.0  Introduction

• Effective and Efficient Disposition of Federal Assets

4.5.1  The Federal Personal Property Disposition Program

• The Program's Objectives

• Overview of The Federal Personal Property Disposition Program

• Full Personal Property Utilization and Disposal Cost Reduction

• Role of the Personal Property Custodial Officer/Asset Center Rep (PCO/ACR)

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4.5.2  Utilization

• The Importance of Full Personal Property Utilization

• Personal Property Classifications in the Federal Disposition Program

• Facilitating Utilization

• Disposal Condition Codes

4.5.3  Exchange/Sale Authority

• Replacing Personal Property the Smart Way

• Understanding the Definition of Exchange/Sale is Critical

• Meeting the Conditions for Use of Exchange/Sale

• The Business Case for Exchange/Sale

• How to Use Exchange/Sale

• Exchange/Sale Prohibitions

• Exchange/Sale Reports

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4.5.4  Hazardous Personal Property

• Evaluating Personal Property for Hazards before Disposition

• Focusing on Personal Property Likely to Contain Hazards

• Locating the Material Safety Data Sheets (MSDS)

• Describing the Hazard

• Preparing Decontamination Certificates and the Processing of Unrequired Personal Property

4.5.5  Unrequired Personal Property

• The Concept of Unneeded or Unrequired Personal Property

• Identification of Unneeded/Unrequired Personal Property

• The Feasibility of Repairing Unneeded/Unrequired Personal Property

• Loans

4.5.6  Stevenson-Wydler Act/EO 12999

• An Attractive Disposition Option

• The Stevenson-Wydler Act

• Executive Order 12999

• Computers for Learning

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4.5.7  Excess Personal Property

• Moving Right Along

• Excess Personal Property Responsibilities

4.5.7.1  Acquiring Excess Personal Property

• Filling Your Agency's Need with Excess Personal Property from Other Agencies

• Required Analysis

• Responsibilities in Acquiring Excess Personal Property

• Custodial and Accountability Responsibilities for Excess Personal Property

4.5.7.1.1  Excess Personal Property Process Overview

• The Big Picture

• Screening

• Freezing

4.5.7.1.2 Screening Protocol

• Finding Available Excess Personal Property

• Who Can Screen Excess Federal Personal Property

• Agency Responsibilities for Non-Federal Screeners and Recipients

4.5.7.1.3  Freezing & Allocation

• Freezing in GSAXcess®

• Allocation in GSAXcess®

4.5.7.2  Reporting Excess Personal Property

• Reporting Using GSAXcess®

• What Happens After You Report Your Agency's Excess Personal Property

• Process Goals

• What Happens if a Federal Need Develops after the Surplus Release Date (SRD)

4.5.7.3 Excess Foreign Personal Property

• Holding Agency Responsibilities

• Disposition Options for Excess Foreign Personal Property

4.5.7.4  Transferring Excess Personal Property

• Types of Personal Property Transfers

• The Personal Property Transfer Process

• Allocation Among Competing Requests

• Preparing Personal Property for Transfer

• Canceling a Transfer Order

4.5.7.4.1  Transfer With Reimbursement

• Meeting the Requirements for Reimbursement

• Fair Value and Fair Market Value Reimbursements

• Annotating the GSAXcess® Record or the SF-120 and SF-126

• Distribution of Funds

4.5.7.4.2  Transferring Excess Personal Property To Non-Federal Recipients

• Transferring Personal Property to Cost Reimbursement Contractors As a Benefit to the Government

• How Title Transfer is Handled in Transfers to Cost-Reimbursement Contractors

• Transferring Personal Property to Agency Cooperatives under Cooperative Agreements

• Conditions for Transferring Personal Property to Agency Cooperatives under Cooperative Agreements

• How Title Transfer is Handled in Transfers to Agency Cooperatives under Cooperative Agreements

• Transferring Personal Property to Project Grantees

• Costs to Transfer Excess Personal Property to Project Grantees

• Ensuring Excess Personal Property Is Used for the Specific Purpose Intended

4.5.7.4.3  Transferring After Demilitarization

4.5.7.4.4  Transferring For Export

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4.5.7.5  Doing Business with DRMS

• DRMOs

• Searching DRMS Inventory

• Precious Metals Recovery Program (PMRP)

4.5.7.6  Doing Business with GSA

• Introducing GSA

• GSA Office of Governmentwide Policy (OGP)

• GSA Personal Property Disposal Solutions

4.5.8  Surplus Personal Property

• The Process of Disposal of Surplus Personal Property

4.5.9  Donation

• Donations under Federal Agency Authority

• The Federal Personal Property Disposition Program Model

• State Agencies for Surplus Personal Property (SASP)

• Restrictions on Donations

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4.5.10  Sale

• The Importance of Federal Surplus Personal Property Sales

• Know Your Options

• The Federal Asset Sales Initiative (eFAS)

• Sales by Holding Agencies

4.5.10.1  Sales Methods

• Selecting a Sales Method

• Types of Sales Methods for Federal Surplus Personal Property

4.5.10.1.1 Competitive Sales Methods

• The Four Methods

• Types of Auctions

• Expanded Use of Online Auctions and Web Portals

• Characteristics of Traditional Auctions

• When to Use a Traditional Auction

• Characteristics of the Sealed Bid Sales Method

• Types of Sealed Bid Sales

• Advantages of the Sealed Bid Sales Method

• Characteristics of the Spot Bid

• When to Use the Spot Bid

• Tips on Successful Use of the Spot Bid Sales Method

• Drop-By Sale - A New Option

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4.5.10.1.2  Negotiated Sales Methods

• The Two Methods

• Negotiated Sales Reports

• Conditions for Use

• Seek the Advice of the Experts

• Negotiating with the States

• Negotiated Sales at Fixed Prices

4.5.10.2  Sales by Holding Agencies

• The Options

• Resource Requirements

4.5.10.3  Sales by GSA

• Hiring GSA

• GSA and Holding Agency Responsibilities

• The Federal Personal Property Management Team and GSA

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4.5.10.4 Preparing Personal Property for Sale

• Prepare for Success

• The Secrets of Successful Lotting

• Encouraging Bidding with Accurate Personal Property Descriptions

• How to Describe Federal Personal Property for Sale

• Appealing to Prospective Buyers

• Getting the Word Out

• Inspection

• Offer to Sell
  

4.5.10.5 Sales Contracting

• Requirement for Appointed or Warranted Sales Contracting Officer (SCO)

• Responsibilities of the Sales Contracting Officer (SCO)

• Special Responsibilities of All Government Sales Personnel

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4.5.10.5.1  Sales Terms and Conditions

• A Good Place to Start

• General Sale Terms and Conditions

4.5.10.5.2  Special Terms and Conditions

• Handling the Unique Requirements of Each Sales Method

• Handling the Unique Requirements of Different Types of Personal Property

4.5.10.5.3  Administrative Sales Procedures

• Focusing on the Details

• Establishing Upset Prices

• Considerations in Establishing Upset Prices

• Evaluation of Bids Using Upset Prices

• How to Rectify Misdescription of Personal Property

• Physically Looking at Surplus Personal Property before Sale

4.5.10.5.3.4  Bids

• Eligibility of Bidders

• Compliance with the Invitation for Bids (IFB)

• Submission of Bids

• Conditions for Consideration of Late Bids

• Bid Modifications

• Mistakes in Bids

• Receiving Two or More Acceptable Bids (Tie Bids)

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4.5.10.5.4.5  Notice of Award

• Recognizing the Successful Bidder

• Clearing the Successful Bidder

• Exceptions

• Separation of Duties

• Disputes

• Antitrust Requirements

• Reporting Requirements

4.5.10.5.4.8  Payment

• Collection Officer Responsibilities

• Forms of Payment

• Who to Pay

• Relationship of Payment, Transfer of Title, Personal Property Release and Removal

• Payment Requirements, Personal Property Release and Restrictions on Loading

• Personal Property Release Over Time

• Exceptions for State and Local Governments

• Disposition of Sales Proceeds

4.5.10.5.4.10  Default

• What Is Default

4.5.10.6  Nonsaleable Personal Property

• Why Personal Property Does Not Sell

• Alternatives When Personal Property Does Not Sell

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4.5.11  Abandonment & Destruction (A&D)

• Characteristics of Personal Property to Be Abandoned or Destroyed

• Process Overview

• Salvage or Scrap Designations

• Salvage or Scrap Processing

• Determining Your Authority

• Justifying Abandonment or Destruction

• Public Notice Required

• Public Notice Not Required

• Certificate of Abandonment and Destruction

4.5.11.1 Donation in Lieu of Abandonment & Destruction (A&D)

• Donation of Surplus Personal Property to Public Bodies in Lieu of Abandonment and Destruction

• Donation of Surplus Government-Furnished Personal Property (GFP) in Lieu of Abandonment and Destruction

4.5.11.2 Recycling

• The Legal Basis for Recycling

• e-Cycling

• e-Cycling Services on the GSA Schedule

• Precious Metals Recovery

4.5.12  Special Disposition Situations

• Ramifications of Personal Property Disposition

• Special Classes of Personal Property

4.5.12.1 Gifts

• Retaining Gifts from the Public

• Gifts to Reduce the Public Debt

• Unconditional Gifts

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4.5.12.1.1 Foreign Gifts and Decorations

• Determinations Based on the Minimal Value

• Acceptance and Retention of Gifts and Decorations by Federal Employees

• Monetary Gifts

• Non-Monetary Gifts or Decorations

• Commercial Appraisals of Gifts

• Special Disposal Situations

• Reporting Requirements

4.5.12.2  Hazardous Personal Property

• Federal Classification Groups and Classes which Contain Hazardous Materials

• Types of Hazardous Personal Property

• Hazardous Personal Property Visibility

4.5.12.2.1  Munitions List Items (MLI)/Commerce Control List Items (CCLI)

• Demilitarization

• Exceptions

• Export Control

4.5.12.2.2  Firearms/Ammunitions

• Excess Firearms

• Firearms/Ammunitions Declared Surplus

• Foreign Gifts of Firearms/Ammunitions

• Abandonment and Destruction of Firearms/Ammunitions

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4.5.12.2.3  Controlled Substances

• Definition of Controlled Substances

• Transferring Controlled Substances

4.5.12.3  Voluntarily Abandoned, Seized/Forfeited and Unclaimed Personal Property

• Voluntarily Abandoned Personal Property

• Seized/Forfeited Personal Property

• Unclaimed Personal Property

• Personal Property with Special Handling Requirements

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4.5.13 Disposal of Contracts and Grants Personal Property

• Alternate Terms

• Out of Sight, Not Out of Mind

• Contractor Personal Property

• Grantee Personal Property

4.5.14  Optimizing Utilization & Disposal

• Improving the Process

• Start with the Source

• Taking Steps to Minimize Generations at the Source

• Expediting Disposal

• An Effective Optimization Strategy

4.5.15  Review of Phase IV

• What We Accomplished

• What's Next

4.6  Summary

• What We Accomplished

• What's Next

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Module V Forms, Records & Reports

5.0  Introduction

• What You Will Learn

• Key Concepts, Principles and Procedures

5.1  The Tools of the Trade

• Using Records to Ensure Accountability

• Electronic Records

• Records Retention Requirements

• The Forms, Records and Reports Model

5.2  Inventory List

• When to Use the Inventory List

• Learn to Use the Inventory List

5.3  Request for Personal Property Action

• When to Use the Request for Personal Property Action Form

• Additional Considerations for Personal Property Actions

• Personal Property Actions Between Federal Organizations

5.4  Requisitions

• When to Use the Requisition Form

• Review of the Requisition Form

5.5  Excess Personal Property Reporting

• When to Use the Excess Personal Property Reporting Forms/Systems

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5.6  Voucher/Voucher Register

• Important Accountability Tools and Data Collection Mechanisms

• The Voucher

• The Voucher Register

• Using the Voucher Register

• The Role of the Voucher and Voucher Register

• The Monthly Voucher Summary Report

5.7  Hand Receipts

• When to Use a Hand Receipt

5.8  Inventory Adjustment

• When to Use the Inventory Adjustment Form

5.9  Personal Property Passes

• When to Use the Personal Property Pass Form

• Optional Form 7

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5.10  Personal Custody

• When to Use the Personal Custody Receipt Form

5.11  Personal Property Loan

• When to Use the Personal Property Loan Form

5.12  Report of Survey Form

• Purpose of the Report of Survey Form

5.13  Types of Reports

• Reports as a Control and Accountability Tool

5.13.1  Asset Management Performance Reports

• Monitoring and Improving Asset Management Performance

• Recurring Reports

• As Required and One-Time Reports

5.13.2  Asset Management Performance Review

• Improving Asset Management

• Focus of Asset Management Performance Reviews

• The Asset Management Performance Review Process

• Using The Balanced ScoreCard Approach

5.14  Summary

• What We Accomplished

• What's Next
  

   

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Conclusion to Federal Personal Property Management

Go right to the Conclusion by clicking on the link below.

Conclusion

• Your Job Is Important