Standards and Practices - Federal Center

Report
STANDARDS AND PRACTICES
MICHAEL (MIKE) SHOWERS
ASSET MANAGEMENT ASSISTANCE, L.L.C.
FEDERAL CENTER CHAPTER SEMINAR
1/14/14
HAVE YOU EVER ASKED YOURSELF….
• WOULDN’T IT BE EASIER IF EVERYONE
BLANK)?
JUST…(FILL IN THE
• WE COULD DO IT BETTER IF WE JUST….(FILL IN THE BLANK)?
• WHAT IS THE TYPICAL REQUIREMENT
BLANK)?
FOR….(FILL IN THE
• HOW DOES OUR PERFORMANCE COMPARE
• HOW DO OTHER ENTITIES DO THIS?
TO….?
STANDARDS OMB CIRCULAR A-119
• DIFFERENT TYPES OF STANDARDS
• PERFORMANCE STANDARD –
• SEEKS RESULTS
• DOES NOT PRE OR PROSCRIBE METHODS
• CONTAINS A CRITERIA FOR MEASUREMENT
• PRESCRIPTIVE STANDARD –
• SPECIFICATIONS
• METHODS
OR VERIFICATION
VOLUNTARY CONSENSUS STANDARDS
• PL 104-113, NATIONAL TECHNOLOGY TRANSFER AND ADVANCEMENT ACT
OF 1995
• OMB CIRCULAR A-119
• IMPLEMENTS ACT
• REQUIRES
USE BY FEDERAL
AGENCIES IN LIEU OF GOVERNMENT
• DEFINES THE TERM
• PURPOSE
• COST REDUCTION
• PROMOTE GOVERNMENT
USE OF PRIVATE SECTOR
UNIQUE STANDARDS
DEFINITION OMB CIRCULAR A-119
• “…STANDARDS DEVELOPED OR ADOPTED BY
VOLUNTARY CONSENSUS STANDARDS BODIES,
BOTH DOMESTIC AND INTERNATIONAL.”
• AVAILABLE ROYALTY FREE OR REASONABLE
ROYALTY BASIS TO ALL INTERESTED PARTIES
FEDERAL ACQUISITION REGULATION PART 45
• ENCOURAGES THE USE OF:
• VOLUNTARY CONSENSUS STANDARDS,
• INDUSTRY LEADING PRACTICE AND STANDARD
• CUSTOMARY COMMERCIAL PRACTICE
NASA POLICY DIRECTIVE (NPR) 4500.1
• FURTHER ENCOURAGES THE USE OF THESE IN NASA
CONTRACTS WHEN THEY ARE ADEQUATE TO SATISFY THE
REQUIREMENTS OF THE CONTRACT
• DEFINES INDUSTRY LEADING PRACTICE AND STANDARD
• DEFINES CUSTOMARY COMMERCIAL PRACTICE
NASA POLICY DIRECTIVE (NPR)4500.1
• CUSTOMARY COMMERCIAL PRACTICE:
“A DOCUMENTED PRACTICE OR STANDARD ACCEPTED ACROSS AN INDUSTRY
DEVELOPED THROUGH A CONSENSUS PROCESS LIMITED TO THAT INDUSTRY”
• INDUSTRY LEADING PRACTICE AND STANDARD
“A DOCUMENTED,
PROVEN PRACTICE OR STANDARD THAT EXCEEDS
COMMON INDUSTRY PRACTICE OR STANDARD IN PERFORMANCE OR
EFFECTIVENESS AND IN COST CONTROL. INDUSTRY LEADING PRACTICES OR
STANDARDS PROVE INCREASED PERFORMANCE, OR EFFECTIVENESS IN
ADDITION TO DECREASED OR CONSTANT COST THROUGH THEIR ACCEPTANCE
AND PUBLICATION IN REFEREED, PROFESSIONAL JOURNALS.”
EXAMPLES OF STANDARDS ORGANIZATIONS
• INTERNATIONAL ORGANIZATIONS
• INTERNATIONAL ELECTROTECHNICAL COMMISSION (IEC)
• INTERNATIONAL TELECOMMUNICATION UNION (ITU)
• INTERNATIONAL ORGANIZATION FOR STANDARDS (ISO)
• ASTM INTERNATIONAL
• REGIONAL ORGANIZATIONS
• NATIONAL STANDARDS ORGANIZATIONS
• AMERICAN NATIONAL STANDARDS INSTITUTE (ANSI)
ASSET (PROPERTY) MANAGEMENT STANDARDS
• ASTM INTERNATIONAL
• E-53 COMMITTEE ON ASSET MANAGEMENT
• ISO 55000
HISTORY
• 1998 THE IDEA OF PROPERTY STANDARDS TOOK HOLD, MAJOR
BREAKTHROUGH AT NES IN SANTA FE
• DEDICATED GROUP RESEARCHED HOW THE PROCESS SHOULD WORK
• CHOOSE ASTM, FOUNDED IN 1898, AS THE ORGANIZATION TO
MANAGE THE PROCESS OF CREATING VOLUNTARY CONSENSUS
STANDARD
• ASTM COMMITTEE E53 PROPERTY MANAGEMENT SYSTEMS WAS
FORMED IN 2000
• THE FIRST STANDARDS WERE ISSUED IN 2001
E53 COMMITTEE NAME CHANGE
• E53 COMMITTEE ON ASSET MANAGEMENT
• APPROVED ON ADMINISTRATIVE
BALLOT
E53-03 (OCTOBER 2012)
• APPROVED BY THE ASTM COMMITTEE ON TECHNICAL COMMITTEE
OPERATIONS (COTCO) APRIL 2013
NEW E-53 SCOPE
THE DEVELOPMENT, MAINTENANCE AND DISSEMINATION OF STANDARD
PRACTICES AND PERFORMANCE STANDARDS FOR ASSET MANAGEMENT
SYSTEMS AND THE LIFECYCLE MANAGEMENT OF PERSONAL PROPERTY
ASSETS
E-53 EXECUTIVE BOARD
CHAIRMAN – BILL FRANKLIN, NOBLIS INC.
VICE CHAIRMAN – CINDA BROCKMAN, CONSULTANT A2B TRACKING
MEMBERSHIP SECRETARY – KIM DONER, SRA INTERNATIONAL
SECRETARY – RICK SHULTZ, JOHN HOPKINS UNIVERSITY/APL
MEMBER AT LARGE – AMBER PROPERT, US OFFICE OF UNDER SECRETARY OF DEFENSE ACQUISITION
TECHNOLOGY AND LOGISTICS
MEMBER AT LARGE – DAVID BARDER, TETRA TECH
MEMBER AT LARGE – MIKE SHOWERS, ASSET MANAGEMENT ASSISTANCE, L.L.C. (FORMER NASA)
MEMBER AT LARGE – TAMARA ZAHN, BOEING
PAST CHAIRMAN – BOB HOLCOMBE, GSA
STAFF MANAGER – KATERINA KAPERNA, ASTM
SUBCOMMITTEES
•
E53.01 PROCESS MANAGEMENT
•
SUBCOMMITTEE CHAIRMAN – CAROLYN BUNDY,
LEIDOS
SUBCOMMITTEE CHAIRMAN - RICK SHULTZ, JOHN
HOPKINS UNIVERSITY/APL
•
E53.02 DATA MANAGEMENT
SUBCOMMITTEE CHAIRMAN - CINDY LOCKEN,
DCMA
•
E53.03 FINANCIAL MANAGEMENT
SUBCOMMITTEE CHAIRMAN – RICH CULBERTSON,
LOCKHEED MARTIN
•
E53.04 REUTILIZATION AND DISPOSAL
SUBCOMMITTEE CHAIRMAN – ROD MILLER,
INDEPENDENT
•
E53.05 PROPERTY MANAGEMENT MATURITY
SUBCOMMITTEE CHAIRMAN – ERIC FASSETT,
NORTHRUP GRUMMAN CORPORATION
E53.06 TERMINOLOGY
•
E53.07 SUSTAINABLE PROPERTY MANAGEMENT
SUBCOMMITTEE CHAIRMAN - OPEN
•
E53.08 MANAGEMENT OF FLEET ASSETS
SUBCOMMITTEE CHAIRMAN – BOB HOLCOMBE,
GSA
•
E53.10 ISO ASSET MANAGEMENT ACTIVITY
SUBCOMMITTEE CHAIRMAN – JIM DIETER,
SUNFLOWER SYSTEMS
•
E53.20 UNITED STATES GOVERNMENT CONTRACT
PROPERTY MANAGEMENT
SUBCOMMITTEE CHAIRMAN – BRANDON KRINER,
HARRIS CORPORATION
NPMA AND ASTM
• AGREEMENT BETWEEN THE ASTM AND NPMA,
• ASTM E53 DEVELOPS AND PUBLISHES THE STANDARDS
• NPMA DEVELOPS AND PRESENTS EDUCATIONAL AND CERTIFICATION
MATERIAL
• DIRECTOR OF STANDARDS AND UTILIZATION
• APPOINTED BY THE NPMA BOARD PRESIDENT AS ONE OF THE
NPMA NATIONAL DIRECTORS
• LIAISON BETWEEN NPMA AND ASTM
• USUALLY BUT NOT ALWAYS CURRENT CHAIRMAN OF E53
ASTM PROPERTY STANDARD COVERAGE
• 27 ACTIVE STANDARDS
• ADDRESS MUCH OF ASSET (PERSONAL PROPERTY) LIFE CYCLE
STAGES
• ADDRESS SOME, BUT NOT ALL, OF THE FAR OUTCOMES FOR
PROPERTY MANAGEMENT SYSTEMS
OVERALL PROPERTY MANAGEMENT
• E2135-10AE1 STANDARD TERMINOLOGY FOR PROPERTY AND ASSET
MANAGEMENT
• E2279-09 STANDARD PRACTICE FOR ESTABLISHING THE GUIDING PRINCIPLES
OF PROPERTY MANAGEMENT
• E2452-12 STANDARD PRACTICE FOR EQUIPMENT MANAGEMENT PROCESS
MATURITY (EMPM) MODEL
• E2675-09 STANDARD PRACTICE FOR PROPERTY MANAGEMENT SYSTEM
OUTCOMES
• E2936-13 STANDARD GUIDE FOR CONTRACTOR SELF ASSESSMENT FOR U.S.
GOVERNMENT PROPERTY MANAGEMENT SYSTEMS
ACCOUNTING
• E2453-13 STANDARD PRACTICE FOR DETERMINING THE LIFE-CYCLE COST
OF OWNERSHIP OF PERSONAL PROPERTY
• E2378-13 STANDARD PRACTICE FOR THE RECOGNITION OF IMPAIRED OR
RETIRED PERSONAL PROPERTY
RISK
• E2495-13 STANDARD PRACTICE FOR PRIORITIZING ASSET RESOURCES IN
ACQUISITION, UTILIZATION, AND DISPOSITION
• E2608-08 STANDARD PRACTICE FOR EQUIPMENT CONTROL MATRIX
(ECM)
• E2811-11 STANDARD PRACTICE FOR MANAGEMENT OF LOW RISK
PROPERTY (LRP)
RECEIVING, IDENTIFICATION, MARKING
• E2605-13 STANDARD PRACTICE FOR RECEIVING ASSETS
• E2631-09 STANDARD PRACTICE FOR PHYSICAL PLACEMENT OF AN ENTITYCONTROLLED SUPPLEMENTAL IDENTIFICATION LABEL
• E2672-09 STANDARD PRACTICE FOR IDENTIFICATION AND CATEGORIZATION
OF TOOLING
• E2606-13 STANDARD PRACTICE FOR RECEIPT NOTIFICATION AS A RESULT OF
TANGIBLE ASSET MOVEMENT
RECORDS
• E2499-11 STANDARD PRACTICE FOR CLASSIFICATION OF ASSET
PHYSICAL LOCATION INFORMATION
• E2604-09 STANDARD PRACTICE FOR DATA CHARACTERISTICS OF
EQUIPMENT RECORDS
• E2812-11 STANDARD PRACTICE FOR UNIFORM DATA
MANAGEMENT IN ASSET MANAGEMENT RECORDS SYSTEMS
PHYSICAL INVENTORY
• E2132-11 STANDARD PRACTICE FOR INVENTORY VERIFICATION: ELECTRONIC
AND PHYSICAL INVENTORY OF ASSETS
REPORTS AND RELIEF OF STEWARDSHIP RESPONSIBILITY
• E2131-09 STANDARD PRACTICE FOR ADDRESSING AND
REPORTING LOSS, DAMAGE, OR DESTRUCTION OF TANGIBLE
PROPERTY
• E2674-09 STANDARD PRACTICE FOR ASSESSMENT OF IMPACT OF
MOBILE DATA STORAGE DEVICE (MDSD) LOSS
UTILIZATION (MOVEMENT, AND STORAGE)
• E2671-10 STANDARD PRACTICE FOR DEFINING MOVEMENTS, SHIPMENTS,
AND TRANSFERS OF TANGIBLE PROPERTY
• E2715-09 STANDARD PRACTICE FOR MOVEABLE PROPERTY STORAGE
• E2676-09 STANDARD PRACTICE FOR TANGIBLE PROPERTY MOBILITY INDEX
(MI)
• E2497-11 STANDARD PRACTICE FOR CALCULATION OF ASSET MOVEMENT
VELOCITY (AMV)
CLOSEOUT AND DISPOSAL
• E2306-13 STANDARD PRACTICE FOR DISPOSAL OF PERSONAL PROPERTY
• E2858-12 STANDARD PRACTICE FOR SALES OF PERSONAL PROPERTY
• E2607-08(2013) STANDARD PRACTICE FOR
CANNIBALIZATION/RECLAMATION OF SERVICEABLE EQUIPMENT COMPONENTS
TO SUPPORT DEMAND REQUIREMENTS
UNADDRESSED TO DATE
• UTILIZATION – ACTUAL USE/ASSURING THAT PROPERTY IS USED ONLY FOR THE
PURPOSE (CONTRACT) FOR WHICH IT WAS PROVIDED OR AUTHORIZED
• SUBCONTRACTOR CONTROL – WORK ITEM SCHEDULED FOR DEVELOPMENT OF A
STANDARD THIS YEAR
• PERFORMANCE STANDARDS WITH METRICS
E53 ACTIVITIES/STATUS
• COMPLETED GOALS FOR 2013:
• UTILIZATION SURVEY RESULTS TO GUIDE DEVELOPMENT OF NEXT STANDARDS
• CONTRACTOR SELF ASSESSMENT
• TERMINOLOGY REVIEW – COMPARISON WITH ISO 55000
• OUTREACH OPPORTUNITIES – LOCAL CHAPTER, CONFERENCES
• EDUCATION – ROLL OUT OF ONLINE “PHASE ONE” CERTIFICATE INSTRUCTION
• OPEN OPPORTUNITIES FOR MEMBERSHIP INVOLVEMENT IN THE DEVELOPMENT OF NEW
STANDARDS AND REVISION OF CURRENT STANDARDS
• DEVELOPMENT OF E53 SPECIFIC ASTM AWARDS
• DIETER - HESTERMANN AWARD
•
NEW SUB COMMITTEE E53.20 US GOVERNMENT CONTRACTOR PROPERTY MGMT.
• REVIEW OF E53 BYLAWS
RECENT ACTIVITY
• NEW
•
E2936-13 STANDARD GUIDE FOR CONTRACTOR SELF ASSESSMENT FOR U.S. GOVERNMENT PROPERTY
MANAGEMENT SYSTEMS
• RENEWED
•
E2607-08(2013) STANDARD PRACTICE FOR CANNIBALIZATION/RECLAMATION OF SERVICEABLE EQUIPMENT
COMPONENTS TO SUPPORT DEMAND REQUIREMENTS
• REVISED
•
E2306-13 STANDARD PRACTICE FOR DISPOSAL OF PERSONAL PROPERTY
•
E2378-13 STANDARD PRACTICE FOR THE RECOGNITION OF IMPAIRED OR RETIRED PERSONAL PROPERTY
•
E2453-13 STANDARD PRACTICE FOR DETERMINING THE LIFE-CYCLE COST OF OWNERSHIP OF PERSONAL
PROPERTY
•
E2495-13 STANDARD PRACTICE FOR PRIORITIZING ASSET RESOURCES IN ACQUISITION, UTILIZATION, AND
DISPOSITION
•
E2605-13 STANDARD PRACTICE FOR RECEIVING ASSETS
•
E2135-10AE1 STANDARD TERMINOLOGY FOR PROPERTY AND ASSET MANAGEMENT
E-53 PLANS
• REVIEW, REVISE AND DEVELOP
• MANY CURRENT STANDARDS WILL NEED TO BE REVIEWED AND POSSIBLY REVISED DURING
THE NEXT YEAR, VOLUNTEERS FOR TASK GROUPS ALWAYS NEEDED – SEND ME YOUR NAME
• WILL NEED SEVERAL
NEW SUBCOMMITTEE CHAIRPERSONS STARTING IN
• DEVELOP PHASE TWO OF EDUCATIONAL
2014
COURSE
• TASK GROUP FORMED FOR SUBCONTRACTOR
STANDARD, LED BY
RICH CUBLBERTSON
• CURRENT WORK ITEMS
• PRACTICE FOR FLEET MANAGEMENT – FIRST ROUND OF SUBCOMMITTEE
COMPLETED, NEXT BALLOT TO FULL MEMBERSHIP IN EARLY 2014
BALLOTING
STANDARD PROCESS
• BEGINS WITH AN IDEA - WRITE IT DOWN
• CHECK CURRENT ACTIVE STANDARDS
• WORK ALONE OR WITH GROUP - SHARE WORK, PAIN AND GLORY OR GO IT
ALONE
• WHICH SUBCOMMITTEE - SUBCOMMITTEE CHAIRMAN MUST APPROVE
• REGISTER WORK ITEM - DRAFT STANDARD
IS CLASSIFIED AS A
WORK ITEM
• REVIEW - WORK ITEM GOES THROUGH EDITORIAL TASK GROUP REVIEW
• BALLOT - SUBCOMMITTEE FIRST THEN MAIN COMMITTEE
• CONGRATULATIONS - IT’S A STANDARD (REVIEW IN FIVE YEARS)
OPPORTUNITIES
• SOME DISCUSSION OVER THE NEED FOR ADDITIONAL STANDARDS
• NEW SUBCONTRACTING
STANDARD AND FLEET STANDARD BELIE THAT
• CURRENT STANDARDS ARE TYPICALLY STANDARDS OF PRACTICE
• TIME TO BEGIN DEVELOPMENT OF STANDARDS OF PERFORMANCE
• ESTABLISH MINIMAL PERFORMANCE STANDARDS FOR PROPERTY
MANAGEMENT
• DETERMINE WHAT REAL QUALITY PROPERTY MANAGEMENT
• DRIVE CONTINUOUS
IS
IMPROVEMENT ACROSS THE PROFESSION
• BALANCE RISK, PERFORMANCE, AND COST
ISO 55000
• JUST PUBLISHED LAST FRIDAY, JANUARY 10
• HIGHER LEVEL STANDARDS
• WORK IN CONJUNCTION WITH ASTM STANDARDS
THOUGHTS
• WOULDN’T IT BE EASIER IF EVERYONE JUST…(FILL IN THE BLANK)?
• WE COULD DO IT BETTER IF WE JUST….(FILL IN THE BLANK)?
• WHAT IS THE NORMAL REQUIREMENT FOR….(FILL IN THE BLANK)?
• WHAT SHOULD OUR LOSS RATE BE?
STANDARDS CAN HELP ANSWER
THOSE QUESTIONS!

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