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Last Updated 06/16/2010

Instructional Topics in The Federal Personal Property Management Desk Reference


Picture of Smiling Federal Personal Property Management Professional

 

It is the goal of The Federal Personal Property Management Desk Reference Version 3.0 to provide the premier training, knowledge management and performance support system in Personal Property Management for Federal employees, contractors and grantees.

 

 

NewCompliant with FMR, FPMR, FAR 45, ASTM Standards, SFFAS/SFFAC

The Federal Personal Property Management Desk Reference Version 3.0 provides a best value solution for performance improvement. 

For an overview, view Know Net 2 Federal Edition Personal Property Management Desk Reference e-Brochure (Note this PDF file requires Adobe Reader)

 

 

 

 

 

 

 

The Federal Personal Property Management Desk Reference Version 3.0 may be used for 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.

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Competencies

The Federal Personal Property Management Desk Reference Version 3.0 provides competency-based training and performance support.

Assessments

Assessments document knowledge transfer and the completed training 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 Version 3.0.

Learning Objectives

Learning Objectives are competency-based and provided for each Lesson in The Federal Personal Property Management Desk Reference 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.

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Modules, Phases and Lessons

Each Module and Phase contain Lessons.  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.

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 Quick Start Track IndicatorQuick Start Tracks

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

  • Property Custodial Officer (PCO)/Asset Center Representative (ACR) Quick Start
  • Property Accountable Officer (PAO)/Accountable 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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Tutorial Track Indicator Tutorials

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

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

The Federal Personal Property Management Desk Reference Version 3.0 is available through your Agency Portal, your Contractor/Grantee Portal or via Individual Subscription.

Please contact the Know Net 2 Help Desk at webmaster@knownet2.com for assistance.

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Main Track Indicator Main Track of Instruction on Federal Personal Property Management  

Table of Contents

Introduction to Federal Personal Property Management

           Phase I Determination of Need

           Phase II Acquisition of Need

           Phase III Accountability and Maintainability

           Phase IV Utilization & Disposal

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 Property Custodial Officer/Asset Center Representative (PCO/ACR)

  • Comparable Terms
  • 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 Property Accountable Officer/Accountable Property Officer (PAO/APO)

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

1.5  The 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 Property Administrator (PA)/Industrial 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 Property Management Officer (PMO)

  • Comparable Terms
  • The Property Management Officer (PMO) Leads the Way
  • 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 Property Required
  • The Federal 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 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
  • 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 Property

  • How To Identify Expendable Property
  • Personal Custody Property or Sensitive Property
  • High Risk and Dangerous Property
  • Break It Down Like This

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3.4  Capitalized Property

  • The Key Concept of Capitalization of Personal Property
  • Capitalization Threshold
  • Capitalized Items and the PCO/ACR

3.5  Accountable Property

  • The Key Concept of Accountable Property
  • Control & Accountability

3.6  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 Property in Use by Contractors and Grantees

  • Out of Sight Not Out of Mind
  • What is "Government Property?"
  • When Does the Government Furnish Property to Contractors or Grantees?
  • Government 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 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 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, Property Identification & Tagging

  • The Importance of Receiving
  • Overview of The Receiving Process
  • A Closer Look at the Receiving Process
  • The Relationship between Finance and 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  Property Accountability and Records

  • Financial Control
  • Physical Control
  • Your PMIS/AMS - A Powerful Tool for Control and Accountability
  • Data Elements in a Property Record
  • Audit Trail
  • The Step-by-Step of Setting Up a 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
  • Property Records Must Be Maintained According to Schedule
  • Performance Measures for Personal Property Records
  • Let's Summarize 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 Property and Financial Records
  • The Physical Inventory Team
  • The PCO/ACR and the Physical Inventory
  • 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 Property in Use by Contractors and Grantees

  • Alternate Terms
  • Government Property Used by Non-Federal Entities
  • How Government Property is Provided to Non-Government Entities
  • Property Clauses
  • Contractor Property Management System Compliance
  • Common Property Plan Components
  • Lost, Damaged, Destroyed or Stolen Government 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 Property Disposition Program

  • The Program's Objectives
  • Overview of The Federal Property Disposition Program
  • Full Personal Property Utilization and Disposal Cost Reduction
  • Role of the 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 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 Property

  • Evaluating 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 Property

4.5.5  Unrequired Property

  • The Concept of Unneeded or Unrequired Property
  • Identification of Unneeded/Unrequired Property
  • The Feasibility of Repairing Unneeded/Unrequired Property
  • Loans

4.5.6  Stevenson-Wydler Act/EO 12999

  • An Attractive Disposition Option
  • The Stevenson-Wydler Act
  • Executive Order 12999
  • Computers for Learning

4.5.7  Excess Property

  • Moving Right Along
  • Excess Property Responsibilities

4.5.7.1  Acquiring Excess Property

  • Filling Your Agency's Need with Excess Property from Other Agencies
  • Required Analysis
  • Responsibilities in Acquiring Excess Property
  • Custodial and Accountability Responsibilities for Excess Property

4.5.7.1.1  Excess Property Process Overview

  • The Big Picture
  • Screening
  • Freezing

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4.5.7.1.2 Screening Protocol

  • Finding Available Excess Property
  • Who Can Screen Excess Federal 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 Property

  • Reporting Using GSAXcess®
  • What Happens After You Report Your Agency's Excess Property
  • Process Goals
  • What Happens if a Federal Need Develops after the Surplus Release Date (SRD)

4.5.7.3 Excess Foreign Property

  • Holding Agency Responsibilities
  • Disposition Options for Excess Foreign Property

4.5.7.4  Transferring Excess Property

  • Types of Property Transfers
  • The Property Transfer Process
  • Allocation Among Competing Requests
  • Preparing Property for Transfer
  • Canceling a Transfer Order

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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 Property To Non-Federal Recipients

  • Transferring Property to Cost Reimbursement Contractors As a Benefit to the Government
  • How Title Transfer is Handled in Transfers to Cost-Reimbursement Contractors
  • Transferring Property to Agency Cooperatives under Cooperative Agreements
  • Conditions for Transferring Property to Agency Cooperatives under Cooperative Agreements
  • How Title Transfer is Handled in Transfers to Agency Cooperatives under Cooperative Agreements
  • Transferring Property to Project Grantees
  • Costs to Transfer Excess Property to Project Grantees
  • Ensuring Excess 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 Property

  • The Process of Disposal of Surplus Property

4.5.9  Donation

  • Donations under Federal Agency Authority
  • The Federal Property Disposition Program Model
  • State Agencies for Surplus Property (SASP)
  • Restrictions on Donations

4.5.10  Sale

  • The Importance of Federal Surplus 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 Property

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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 Property for Sale

  • Prepare for Success
  • The Secrets of Successful Lotting
  • Encouraging Bidding with Accurate Property Descriptions
  • How to Describe Federal 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 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 Property
  • Physically Looking at Surplus 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, Property Release and Removal
  • Payment Requirements, Property Release and Restrictions on Loading
  • 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 Property

  • Why Property Does Not Sell
  • Alternatives When Property Does Not Sell

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4.5.11  Abandonment & Destruction (A&D)

  • Characteristics of 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 Property to Public Bodies in Lieu of Abandonment and Destruction
  • Donation of Surplus Government-Furnished 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 Property Disposition
  • Special Classes of 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 Property
  • Hazardous 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

4.5.12.2  Voluntarily Abandoned, Seized/Forfeited and Unclaimed Personal Property

  • Voluntarily Abandoned Property
  • Seized/Forfeited Property
  • Unclaimed Property
  • Personal Property with Special Handling Requirements

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4.5.13 Disposal of Contracts and Grants Property

  • Alternate Terms
  • Out of Sight, Not Out of Mind
  • Contractor Property
  • Grantee 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 Property Action

  • When to Use the Request for Property Action Form
  • Additional Considerations for Property Actions
  • Property Actions Between Federal Organizations

5.4  Requisitions

  • When to Use the Requisition Form
  • Review of the Requisition Form

5.5  Excess Property Reporting

  • When to Use the Excess 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  Property Passes

  • When to Use the 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

Conclusion to Federal Personal Property Management

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

Conclusion

  • Your Job Is Important