AIA s Property Management Industry Leading Practices

Similar documents
Department of Defense. Guidelines for the Virtual Unique Item Identifier (UII)

6.0 REFERENCES. The following documents shall be used as reference to this plan, with precedence in order of appearance:

GFP and DPAS Webinar Presented by Amber Barber and Mark Bergeron 19 March 2010

Purchase Order Quality Clause SCC20 Revision E, Effective 1/20/2015

Washington Headquarters Services ADMINISTRATIVE INSTRUCTION

DCMA MANUAL PLANT CLEARANCE

UC! Web ASSET TRACKING SOFTWARE. A Better Way to Track Items and Manage Data

Purchase Order Quality Clause SCC40 Revision G, Effective 1/20/2015

SHELTON INDUSTRIAL PATTERN INC.

Defense Federal Acquisition Regulation Supplement

PLANNING A PROPERTY MANAGEMENT SYSTEM AUDIT (PMSA)

BUSINESS POLICIES AND PROCEDURES MANUAL Revised 7-18 Property Inventory

Business Management System Manual Conforms to ISO 9001:2015 Table of Contents

Title: PROCUREMENT QUALITY REQUIREMENTS CWCDS Dayton, OH

DFARS Business Systems Compliance. March 11, 2015

Spreadsheets or ERP -- Why They Are Inadequate for Government Property Management?

A1 The supplier shall operate and maintain an approved Quality System that is subject to approval by Curtiss Wright Defense Solutions Dayton.

FOR PLANNING PURPOSES ONLY!

CENTURYLINK DRAFT SUPPLY CHAIN RISK MANAGEMENT (SCRM) PLAN

HFI Fluid Power Products Quality Manual Revision # 5 dated 02/07/10. HFI FLUID POWER PRODUCTS A Division of Hydraulic Fittings, Inc.

NIGP OA 4 ACCREDITATION CRITERIA FORM

Association of American Railroads Quality Assurance System Evaluation (QASE) Checklist Rev. 1/12/2017

DCMA INSTRUCTION 2501 CONTRACT MAINTENANCE

University of Arkansas at Little Rock Inventory Procedures Manual Revised March Table of Contents

Supplier Quality Agreement

ASA-100 QUALITY MANUAL

Contractor Business Systems Earned Value Management, Material Management and Accounting, and Property Management

AERO GEAR, INC. SUPPLIER QUALITY MANUAL

Appendix QI. Intra-Lockheed Martin Work Transfer Agreement (IWTA) Quality Requirements for Deliverable Items

QUALITY DEPT request to have FORM 1135 for REVIEW/APPROVAL Cycle everytime form will be updated/revised.

DOD MANUAL , VOLUME 2 DOD MANAGEMENT OF ENERGY COMMODITIES: RECORDS RETENTION AND FORMS MANAGEMENT

Government Personal and Real Property In the Possession of the Contractor (PIPC)

Helical Products Company

INS QA Programme Requirements

Product Acceptance and Proper Payments Capability

SAM Supplement Representations, Certifications and Other Statements of Offerors for Government Related Orders

DEPARTMENT OF DEFENSE Defense Contract Management Agency INSTRUCTION. Product Acceptance and Release - QA

DOD MANUAL , VOLUME 11 DOD SUPPLY CHAIN MATERIEL MANAGEMENT PROCEDURES: INVENTORY ACCOUNTABILITY AND SPECIAL MANAGEMENT

PERFORMANCE SPECIFICATION PRINTED CIRCUIT BOARD/PRINTED WIRING BOARD, GENERAL SPECIFICATION FOR

Invoice, Receipt, Acceptance and Property Transfer (irapt)

AUDIT UNDP COUNTRY OFFICE AFGHANISTAN ASSET MANAGEMENT. Report No Issue Date: 14 February 2014

PROPERTY AND INVENTORY MANAGEMENT PROCEDURES

APPENDIX C Configuration Change Management Verification and Validation Procedures

These requirements apply to all suppliers:

NPMA Call for Presentations Information Required for Submission

CHAPTER 10 FACILITIES EVALUATIONS (PRE-AWARD) SURVEYS PART 1 INTRODUCTION

WEAPON QUALITY POLICY

Electro-Miniatures Corp. 68 West Commercial Ave. Moonachie New Jersey Phone: Fax:

Provisions Governing Qualification. Qualified Products Lists and Qualified Manufacturers Lists. Defense Standardization Program.

AEROSPACE STANDARD. (R) Inspection and Test Quality Systems Requirements for Aviation, Space, and Defense Organizations RATIONALE

FORM Rexnord Industries, LLC Aerospace Division. Subject: Supplier Quality Assurance Requirements

Quality Flow-Down Requirements to Suppliers

BAITY SCREW MACHINE PRODUCTS QUALITY MANUAL

Ahlers Aerospace Quality Procedures Manual

Recycling Best Management Practice (BMP) for Management of Used Aircraft Parts and Assemblies. Aircraft Fleet Recycling Association. Revision 4.

Clause "A" Subcontractor Controls, General Requirements (Applicable when Clause "A" is invoked in the Purchase Order "Remarks")

SUPPLIER QUALITY REQUIREMENTS

Approved Supplier Guidance

Quality Manual. This manual has been written to the ISO 9001:2000 International Quality Standard

IUID Implementation Tips

Overview of SAE s AS6500 Manufacturing Management Program. David Karr Technical Advisor for Mfg/QA AFLCMC/EZSM

- Current Serially-Managed Items will be migrated to use the IUID UII - WAWF deployment at all required sites for new procurement

Responsibilities and Procedures. 5.1 Quality Loop

DEFENSE LOGISTICS AGENCY HEADQUARTERS 8725 JOHN J. KINGMAN ROAD FORT BELVOIR, VIRGINIA

DEFENSE LOGISTICS AGENCY HEADQUARTERS 8725 JOHN J. KINGMAN ROAD FORT BELVOIR, VIRGINIA

CQR-1. CONTRACTOR QUALITY REQUIREMENTS for CONSTRUCTION SERVICES Revision Date: 6/8/2015

PPI/TZ Standard Quality Requirements for Suppliers -SQRS-

TITLE: TEKTRONIX COMPONENT SOLUTIONS SUPPLIER QUALITY MANUAL

Space Flight Configuration Management Requirements

QUALITY POLICY MANUAL

REFERENCES Overview Quality Assurance Engineering Program...5

Supplier Quality Requirements (ASQR)

FLYSHEET 100 Rev. 14 QUALITY SYSTEM REQUIREMENTS

General Quality Assurance Procedure (QAP) QAP: 13.0 Subject: Control of Nonconforming Product Date: 11/21/13 Created By: Approved By: Rev: C

CPSR Expectations Before, During and After Review

SD-6. Provisions Governing Qualification. Qualified Products List And Qualified Manufacturers Lists SDMP. Defense Standardization Program Office

MCMR-AAP-A 24 May 2013

Instructions For Populating GFP Attachments

THE FOLLOWING GENERAL REQUIREMENTS APPLY ON ALL ORDERS

The Supplier shall have a quality management system that conforms to any one of the following, as applicable:

AEROJET PURCHASE ORDER QUALITY CLAUSES (FULL TEXT) CONTENTS

Cost Savings Via. By Rodney A. Miller, CPPM, CF President, Emerald Coast Chapter

INSPECTION SYSTEM REQUIREMENTS

Master Document Audit Program. Version 4.28, dated March 2018 B-1 Planning Considerations

QUALITY AGREEMENT. This Quality Agreement is made between. (Customer Legal Entity Name Hereinafter called CUSTOMER ) And

DEPARTMENT OF DEFENSE HANDBOOK MANUFACTURING AND QUALITY PROGRAM

Controlled By: QA Mgr. / Gen. Mgr. Effective Date: 3/31/2014 FORM-70

Requirements for Suppliers

IMMEDIATE POLICY CHANGE

QUALITY MANUAL DISTRIBUTION. Your Logo Here. Page 1 1 of 57. Rev.: A

DOD INSTRUCTION ACCOUNTABILITY AND MANAGEMENT OF DOD EQUIPMENT

PURCHASE ORDER SUPPLEMENT

Winning the Procure-to-Pay Battle

PRECISE INDUSTRIES INC. Quality Manual

SECTION COMMUNICATIONS SYSTEMS QUALITY ASSURANCE & TESTING

Beaver Machine. Quality Manual

UNCONTROLLED DOCUMENT

Requirements for Selecting Government Property Management Software

DEPARTMENT OF THE ARMY MEDICAL DEPARTMENT ACTIVITY Fort Huachuca, Arizona

PROCUREMENT QUALITY CLAUSES

Transcription:

AIA s Property Management Industry Leading Practices Kathy McFarland, JD CPPM CF ILP Subcommittee Chair AIA Property Management Committee (PMC) NPMA NES, Las Vegas, July 26, 2011 AIA website http://www.aia.aerospace.org

AIA Panel Property Management Committee Kathy McFarland Pat Jacklets Rich Culbertson Jim Prusaczyk Cinda Brockman, Chair

AIA at a Glance Founded in 1919 Premier trade association representing the nation s major aerospace and defense manufacturers. 300+ member companies

AIA at a Glance Civil Aviation Space National Security Acquisition Policy

C AIA at a Glance G O N S E A L S N Establishes industry goals and strategies Committed to consensus on all issues Priority for total membership Promotes free and open discussion S T R A T E G I E S U Ensures all views are heard. S

PMC s Objective Initial survey (Phase I 2008-09) Continue to conduct surveys of AIA member companies (Phase II complete) Identify property management industry leading practices (ILP) Document and share via AIA Public Website www.aia-aerospace.org/resource_center/resources/property_management_etools/ Supported by the Procurement and Finance Committee

Why? Government Property clause 52.245-1 (Jun 2007) effective control of Government property, consistent with voluntary consensus standards and/or industry-leading practices and standards for Government property management. FAR 52.245-1 (b)(1) (Jun 2007). No documented study on ILP s in property management Each company may have a best practice Unique opportunity to establish ILP

What is an ILP? Leading Practice: Strategies and processes that are both quantifiably and qualitatively demonstrated to be top performing. * *Tom Ruckdaschel, Focus on the Future, Learn From the Past, presentation at the NPMA Western Region Seminar (Feb 2004). http://westernregion.npma.org/files/ruckdaschel_trends_wrs04.pps

What is an ILP? Best Practices: The marriage of applied behaviors and knowledge that have been demonstrated and validated to yield a competitive advantage for organizations that employ them. * *Tom Ruckdaschel, Focus on the Future, Learn From the Past, presentation at the NPMA Western Region Seminar (Feb 2004). http://westernregion.npma.org/files/ruckdaschel_trends_wrs04.pps

What is an ILP? Industry leading practices (ILP) are generally accepted processes, including best practices, that have been proven throughout related businesses, to be managerially and economically effective, efficient, and successful at meeting particular objectives of a contractor s management system, and where specified, in compliance with the required Government Outcomes.** **Dr. Douglas N. Goetz, Applications of Voluntary Consensus Standards and Industry Leading Practices within the Requirements of the Federal Acquisition Regulation Government Property Clause 52.245-1, NPMA 2007 NES Conference Proceedings (2007).

What is an ILP? Industry leading practices (ILP) based on empirical research, evidence and literature pertaining to that business practice, product or system as a leading practice. widely used supporting historical data from an accepted source, e.g., trade publications, literature, etc., repeatable, efficient, measurable, and verifiable.** **Dr. Douglas N. Goetz, Applications of Voluntary Consensus Standards and Industry Leading Practices within the Requirements of the Federal Acquisition Regulation Government Property Clause 52.245-1, NPMA 2007 NES Conference Proceedings (2007).

The ILP should be: What is an ILP? A technique, method, process, activity, incentive or reward that is more effective at delivering a particular outcome than any other technique, method, process, etc.*** With proper processes, checks, and testing, a desired outcome can be delivered with fewer problems and unforeseen complications.*** The most efficient (least amount of effort) and effective (best results) way of accomplishing a task, based on repeatable procedures that have proven themselves over time for large numbers of people.*** ***Elaine Frenette, What s a DCMA GPA to Do?, presentation at DCMA s Denver Mtg. (Sept. 2008).

What is an ILP? AIA established the following: ILPs and Best Practices are methods, processes, or practices about which one or more of the following pertain: It produces desired results; It leads to exceptional performance; It is recognized by an industry expert or group of industry experts; It is deemed so by an organization's customers; or It is clearly a new or innovative use of personnel, resources, or technology.

Participants: Survey Participants

Phase II - Survey Topics 2010-2011 1. Managing Alternate Sites 2. Disposition of Computers or Hard Drives 3. Process for Found Property 4. Material Inventories 5. Miscellaneous

Process Analysis Data 55 Questions Reached Consensus on 8 ILPs Publish to the AIA Website Present at National Property Management Association NES Conference July 2011 Here we are!

Recap Phase I - Five Part Survey Resulting in 42 ILPs Part Phase I Topics 1 General Information 2 Contract Closeout Process 3 Solicitation, Acquisition, Receiving and Identification 4 Records, Physical Inventory, Reports and Relief of Stewardship 5 Subcontractor Control, Utilization (movement and storage), Maintenance, Self Assessments

Number Acquisition ILPs 1-01 Provide a Property Management Plan during response to solicitation. 1-02 The Property Management Organization (PMO) is: directly involved in the review of solicitations, proposals, and responses; reviews or provides a property list for the proposal response; part of the program stand up committee or team for a new product, new major contract. 1-03 Property Management Organization (PMO) is notified when a contract is awarded and provided access to contract. 1-04 Unless a contract specifically requires customer authorization, perform cost transfers of excess or available contractor acquired material from one contract to another without customer authorization if managed within a DOD contractually required MMAS or by utilization of a creditdebit system.

Number Receiving and Identification ILPs 2-01 Prior to acceptance, perform a visual review for damage to the outside packaging / container. 2-02 Standard delivery time from receipt to record (excluding unplanned occurrences, priorities, etc) is a maximum of 5 working days. 2-03 Equipment identification numbers are controlled and assigned by one functional organization or system. 2-04 Utilize Barcodes or other automated identification technology (AIT) IDs. 2-05 Use of virtual identification in databases for equipment requiring DoD Unique Item Identifiers (UII).

Number Records ILPs 3-01 Assign identification numbers to and establish basic records for equipment incorporated as components (children) of higher level equipment (parent) when removal for calibration or independent use is anticipated. 3-02 Use electronic storage retention for source and other record documents. 3-03 Utilize a property focal point (custodian or coordinator infrastructure) to manage property. 3-04 The association of an equipment parent-child relationship should be annotated in the record system.

Number Physical Inventory ILPs 4-01 Use barcode labels & scanning equipment for physical inventory. 4-02 Utilize Inventory by Exception (IBE)/ Transaction Based Inventory Methods. 4-03 Prepare and create a physical inventory plan. 4-04 Report material inventory results by contract at the completion of each inventory cycle. 4-05 Utilize the time factor since last inventory in order to provide an annual loss/overage rate. 4-06 Exempt low risk property from periodic inventories. Any LDD items that fall into this category may be reported upon contract completion, termination, or when needed for continued contract performance.*

Number Subcontractor Control ILPs 5-01 Use a Risk Assessment in determining which subcontractors require a "site visit", frequency of visit or a limited survey (i.e. total amount of property, amount of lost property, use of property, new property type, etc.) 5-02 Combine onsite and limited system analysis surveys where more than one company unit has property located at a subcontractor/supplier. 5-03 Use a standard format for Government/contract owned property when requesting reports from subcontractors. (Ref. to AIA Website for Standard Surveillance Template) 5-04 Use a standard format for flowing down Government/contract property requirements, including proper extent of liability for LDD items.

Number Reports ILPs 6-01 Utilize a business warehouse/ad hoc report capability concept so the PMO or other users have the ability to query and select data elements by multiple fields or variables. 6-02 Report activity to the IUID Registry a minimum of semiannually in March and September. 6-03 Utilize electronic reporting/correspondence.

Number Relief of Stewardship ILPs 7-01 Consider reconcilable material discrepancies prior to generating a final accuracy rate. The final report should reflect post-reconcilable discrepancies. 7-02 Utilize electronic reporting for LDD items 7-03 Calculate LDD loss rates for Government or company property

Number Utilization (Including Movement) ILPs 8-01 Include in company's response to an RFP/RFQ, Government assets that may be available for either transfer or on a rent free non-interference basis. 8-02 Request and institute a blanket rent free non-interference authorization for the use of all Government property on all Government contracts. 8-03 Prior to acquiring a new item, the PMO should screen for existing available items. 8-04 Utilize scanners or other electronic sources to record movement either within a building or from building to building (i.e. electronic or automated property pass systems, bar-coding devices)

Number Maintenance ILPs 9-01 Utilize the same maintenance policy for Government/customer property as company owned property. (i.e. should be treated the same, transparent) 9-02 When maintenance is performed on an item, the property management record system is updated with the date that this action occurred. Serves as an Inventory By Exception/Transaction Based Inventory point.

Number Contract Closeout ILPs 10-01 Establish a contract closeout team consisting of several functional entities 10-02 Upon completion or termination of a contract, perform a physical inventory, adequate for disposal purposes, of all property applicable to the contract. A physical inventory at the completion of a contract is not required - When the property is authorized for use on a follow-on contract; and Experience has established the adequacy of property controls and an acceptable degree of inventory discrepancies; and The contractor provides a statement indicating that record balances have been transferred in lieu of preparing a formal inventory list and that the contractor accepts responsibility and accountability for those balances under the terms of the follow-on contract.

Number Contract Closeout ILPs 10-03 Commingle Government owned and Contractor owned scrap. 10-04 Utilize scrap lists in the disposition activity. Number Self Assessment ILPs 11-01 Perform self assessments 11-02 Utilize metrics/measurements to assess your system s effectiveness 11-03 Establish criteria for business process self assessment where a metric is not the best measurement tool.

Records 3-05 Found Property on Active Contract 3-06 Found Property on Closed Contract 3-07 Items issued to WIP Physical Inventory 4-07 Material Inventories Use of Cycle Counts Subcontractor Control 5-05 Primary Site Designation w/ Alternate Site s POC Relief of Stewardship 7-04 Sanitization/Disposition of Data Storage Devices 7-05 Qualification of 3 rd Party for Sanitization or Disposal Utilization 8-05 Use of DD Form 1149

Records - 3-05 Found Property on Active Contract For items accountable to an active contract, found after declared lost, where the Contractor is not held liable and relief of responsibility has been granted without compensation, the Contractor should: Notify Government/Customer that asset has been located; Reestablish record on contract where loss was reported; Determine use requirements; If excess, process for disposition.

Records - 3-05 Found Property on Active Contract Rationale: 93 % of the companies responding utilize this method Government retains title Industry and Government long term practice

Records - 3-06 Found Property on Closed Contract For Found property determined to be: Accountable to a closed contract with NO previous established record and NOT reported as a loss Screen for potential use Report to the customer and Follow their instructions

Records - 3-06 Found Property on Closed Contract Rationale: 100% of the companies responding utilize this notification method. 81.8% screen for potential use prior to notification Takes into consideration that the contract under which the item was acquired, may be closed. Eliminates creating original record. Provides customer option of transferring, shipping or reporting through PCARSS.

Records - 3-07 Items issued to WIP Items (equipment or material), regardless of serialization or dollar value, that are issued with the intention of integration into a higherlevel assembly/item, are considered WIP material and are not tagged, and are no longer recorded, tracked, or reported in the contractor s Government property records system. The end-item deliverable, which may include general purpose components (ref. ILP # 3-01) is tagged, recorded and reported upon completion.

Records - 3-07 Items issued to WIP Rationale: 100% of the companies responding utilize this method. Consistent with FAR definitions of equipment/material Does not assign ID # or establish records for items & their components not yet completed (e.g. in process of being fabricated or waiting for further processing).

Physical Inventory - 4-07 Material Inventories Use of Cycle Counts If wall to wall material inventories are not performed, cycle counts may be performed, instead of or in addition to, provided they include bin location count to record methodology

Physical Inventory - 4-07 Material Inventories Use of Cycle Counts Rationale: 60% of the companies responding perform periodic wall to wall material inventories 40% of the companies responding utilize the Cycle Count method in lieu of, or in addition to, wall to wall. Reduces resource burden of complete wall to wall physical inventories while assuring all parts in all bins are geographically inventoried - floor to record process. Note: Inventory terms are defined in NPMA Fundamentals of Property Management (2006), Chapter 8, page 8-4.

Subcontractor Control - 5-05 Primary Site Designation with Alternate Site s Point of Contact The primary site (the Cage Code identified in the contract), should establish one or several points of contact with the alternate (secondary) site and report to the primary site.

Subcontractor Control - 5-05 Primary Site Designation with Alternate Site s Point of Contact Rationale: 93% of the companies responding establish a single primary POC or several points of contact for property management responsibility at an alternate/secondary site where work is being performed. The customer holds the primary site responsible for property located at sites other than the primary site.

Relief of Stewardship - 7-04 Sanitization/ Disposition of Data Storage Devices Sanitization or destruction of non-classified data storage devices, taking into consideration subject matter, by the following methods: Sanitization by overwriting or degaussing (demagnetizing); Physical destruction by removal of hard drive and subject to physical force or application of an abrasive substance or acid.

Relief of Stewardship - 7-04 Sanitization/ Disposition of Data Storage Devices Rationale: DoD Memorandums dated 5/29/01 & 6/4/01 providing acceptable methods 71% of companies responding destroy or impair beyond reasonable use (physically damaging the medium). 53% of companies responding also utilize degaussing method rendering data unreadable.

Relief of Stewardship - 7-05 Qualification of 3 rd Party for sanitization or disposal of data storage devices Qualify third party employed for sanitization or destruction of data storage devices and require a certification of compliance or disposal.

Relief of Stewardship - 7-05 Qualification of 3 rd Party for sanitization or disposal of data storage devices Rationale: 60% do not outsource the sanitation of data storage devices. However those that do, all require supplier qualification and a certificate of compliance or disposal. Assures that qualified individuals and companies perform this process. Increases confidence that end of life electronic equipment will be dealt with in a secure and responsible manner.

Utilization - 8-05 Use of DD Form 1149 Utilize the DD Form 1149 to document No cost transfers of accountability from one contract to another, with proper authorization (e.g., contract modification); Shipment of Government owned property to other contractors, subcontractors, or may also be used for alternate/secondary locations of the primary site.

Utilization - 8-05 Use of DD Form 1149 Rationale: Long time practice throughout industry 100% of companies responding utilize this method. DoD 4161-2-M Appendix 5, (Dec 1991), Instruction for the Use, Completion, and Distribution of DD Form 1149, Requisition and Invoice/Shipping Document.* Note: This manual is continually used for reference material although on 2/22/08, the Deputy Executive Director, Contracts Directorate issued a Rescission of Instruction for this Manual stating that this Manual is now obsolete.

ILP Implementation Establish a Property Management System Management Plan Similar to finance s cost disclosure statement States how you do business Policies and Procedures Specify ILPs* Processes Manage property in accordance to the above Continuous process improvements

AIA Link to Property Management Tools www.aia-aerospace.org/resource_center/resources/property_management_etools/

AIA Property Management etools AIA

ASTM Intl. References Slide 20 Physical Inventory - Consistent with ASTM Std. E2132-01 (Reapproved 2007) (Standard Practice for Physical Inventory of Durable, Moveable Property) - Consistent with ASTM Std. E2811 (Approved 2011). (Standard Practice for Management of Low Risk Property (LRP) For referenced ASTM standards, visit the ASTM website, www.astm.org, or contact ASTM Customer Service at service@astm.org. For Annual Book of ASTM Standards volume information, refer to the standard's Document Summary page on the ASTM website.

QUESTIONS????