ASTM Standards Status 20071101.ppt

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

• ASTM Standards Status 20071101.ppt

2
Topics

• Status
• Impact
• Opportunities

3
Topic - Status

• Committee Information
• Standards
• Current Standards
• Ballot Items
• Suggested Standard Topics

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
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
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

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.
• ASTMs focus is on standards development.
• NPMAs focus is on promulgation, education, and
  training.

8
Topic - Status

• Committee Information
• Standards
• Current Standards
• Ballot Items
• Suggested Standard Topics

9
Current Standards
E2131-01 Standard Practice for Assessing Loss, Damage, or Destruction of Property
E2132-01 Standard Practice for Physical Inventory of Durable, Moveable Property
E2135-07 Standard Terminology for Property and Asset Management
E2219-02 Standard Practice for Valuation and Management of Moveable, Durable Property
E2220-02 Standard Practice for Establishing the Full Valuation of the Loss/Overage Population Identified During the Inventory of Moveable, Durable Property



10
Current Standards
E2221-02 Standard Practice for Administrative Control of Property
E2279-03 Standard Practice for Establishing the Guiding Principles of Property Management
E2306-03 Standard Practice for Utilization and Disposal of Personal Property
E2378-05 Standard Practice for the Recognition of Impaired or Retired Personal Property
E2379-04 Standard Practice for Property Management for Career Development and Training



11


E2452-05 Standard Practice for Equipment Management Process Maturity (EMPM) Model
E2453-05 Standard Practice for Determining the Life-Cycle Cost of Ownership of Personal Property
E2495-06 Standard Practice for Prioritizing Asset Resources for Acquisition, Utilization, and Disposition
E2497-06 Standard Practice for the Calculation of Equipment Movement Velocity
E2499-06 Standard Practice for Classification of Equipment Physical Location Information
Current Standards
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.

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.

14
Proposed Standards

• WK16699 - Standard Practice for Equipment Control
  Matrix

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.

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.

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...

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.

19
Suggested Standards Topics
20
Topic - Impact

• FAR
• DoD
• Texas Department of Transportation
• DOE
• GAO
• NASA
• Companies

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.
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.

23
Impact

• From the DCMA Guidebook A new Community of
  Interest, the DoD Portal for ASTM Property
  Standards is now available for your use.

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).

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 agencys 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
  Comptrollers 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).

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

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.

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....

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).

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.

31
Impact

• Raytheon
• Northrop Grumman
• MITRE
• SAIC

32
Impact

• GAP Report on NASA Property Management
• We evaluated the design of NASAs internal
  controls by reviewing and analyzing agencywide
  and local equipment management policies and
  procedures and comparing NASAs policies and
  procedures with federal and other standards for
  controlling propertyincluding GAOs standards
  for internal control, the General Services
  Administrations (GSA) principles for managing
  personal property, American Society for Testing
  and Materials (ASTM) property standards, and
  GAOs best-practice guide for performing physical
  inventory counts.

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.

34
Topic - Opportunities

• Training
• Standards Development
• Implementation

35
NPMA Standards CoursesHow are the courses
structured?

• 1.0 Basic Standards Classes
• 2.0 Intermediate Standards Classes
• 3.0 Advanced Standards Classes

36
1.1 Introduction to ASTM Standards for Property
and Asset Management
1.0 Basic Standards Classes

• 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.

37
1.2 Implementing the ASTM Operational Standards
for Property and Asset Management
1.0 Basic Standards Classes

• 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

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.

39
2.1 Implementing the ASTM Process Management
Standards for Property and Asset Management
2.0 Intermediate Standards Classes

• 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

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.

41
2.2 EMPM Boot Camp
2.0 Intermediate Standards Classes

• 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)

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.

43
3.1 ASTM Standards for Advanced Quantitative and
Financial Processes for Property and Asset
Management
3.0 Advanced Standards Classes

• 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

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.

45
3.2 Property and Asset Management ASTM Standards
Executive Work Group
3.0 Advanced Standards Classes

• 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)

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

47
ASTM Standards and NPMA Course Offerings

• Advanced Studies Certificate
• In
• Voluntary Consensus Standards

48
Opportunities Standards Development

• Join ASTM and participate in the ballot process
• Participate in Standards Development
• There is no them
• There is only us

49
Opportunities - Implementation

• Learn by Doing
• Its not simple, its not a quick fix.
• It takes knowledgeable, experienced Property
  Professionals to implement the standards
  effectively