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AGENDA Welcome: Bob Holcombe FMR 102-35 Disposition of Personal Property (“General” Guidance): Bob Holcombe FMR 102-21 - 102-28 Supply and Procurement:

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Presentation on theme: "AGENDA Welcome: Bob Holcombe FMR 102-35 Disposition of Personal Property (“General” Guidance): Bob Holcombe FMR 102-21 - 102-28 Supply and Procurement:"— Presentation transcript:

1 AGENDA Welcome: Bob Holcombe FMR 102-35 Disposition of Personal Property (“General” Guidance): Bob Holcombe FMR 102-21 - 102-28 Supply and Procurement: Elizabeth Allison FMR 102-36 Disposition of Excess Personal Property: Darlene Stickel FMR 102-37 Donation of Surplus Personal Property: Pat Elliott FMR 102-38 Sale of Surplus Personal Property : Darlene Stickel FMR 102-39 Exchange/Sale of Personal Property: Rick Bender 1

2 AGENDA continued FMR 102-40 Items Requiring Special Handling/Hazardous Materials: Gary Thompson FMR 102-42 Foreign Gifts and Decorations: Gary Thompson FMR 102-41 Seized, Forfeited and Abandoned Property: Pat Elliott Projects/Programs Federal Asset Sales, eFAS: Derrick Miliner Environmental Project: Darlene Stickel Best Practices Awards: Darlene Stickel Annual Reports: Rick Bender 2

3 ICPM January 29, 2009 Overview of GSA Policies and Programs

4 FMR 102-35 Disposition of Personal Property (“General” Guidance) Presented by: Bob Holcombe

5 5 Provides an overview of personal property disposal (disposition) Guides the user to specific Federal Management Regulation (FMR) sections covering each phase of the disposal process Covers some basic guidance applicable to ALL phases of disposal Authority for ALL GSA regulations: 40 U.S.C. 121(c) Overview

6 6 Newcomer to the Personal Property field? This FMR Section Provides the best overview of the entire “normal” disposal process

7 7 No changes planned. Current version published as Final Rule 3/7/07 Status

8 41 CFR 102-21 through 41 CFR 102-28 Supply and Procurement (proposed) Presented by: Elizabeth Allison

9 9 Provide policy for the effective acquisition and use of personal property Migrate Policy from the Federal Property Management Regulation (FPMR) to the Federal Management Regulation (FMR) Write in plain language question and answer format Authority: 40 U.S.C. 121(c) Overview

10 10 Federal agencies mandated to make communications with the public more understandable Questions and answers are an effective way to engage the reader and to break the information into manageable pieces What is Changing?

11 11 Issues Deleted provisions not regulatory in nature, or that was obsolete or no longer appropriate for today’s Government business environment Policies addressed in other regulations are not duplicated in this FMR The FMR describes what is to be performed and less prescriptive Crosswalk incorporated in the preamble to show where provisions of the FPMR appear in the FMR or if they were deleted

12 12 Cross Reference Current FPMR to Proposed FMR 101-25 General 101-26 Procurement Sources and Program 102-23 Special Requirements and Policies for Buying Certain Other Categories of Property 102-21 Required Government Sources for Supplies and Services

13 13 101-27 Inventory Management 101-28 Storage and Distribution 101-29 Federal Product Description 101-30 General 102-25 Managing Government Owned Inventories 102-26 Managing Shelf-Life Materials 102-27 Federal Product Descriptions 102-28 Federal Catalog System Cross Reference Current FPMR to Proposed FMR - continued

14 14 Newcomer to the Personal Property field? The FPMR/FMR provides a key reference to Government property management This FMR section prescribes policies for managing personal property from acquisition until you report it as excess property This FMR section establishes policy on maintaining control of your agency’s inventory – minimize the cost of the inventory and maximize its use

15 15 Next Step - Federal Register notice of a Proposed Rule. March (?) Status

16 FMR 102-36 Disposition of Excess Property Presented by: Darlene Stickel

17 17 Overview Provides policy for maximum utilization of Federal personal property This part covers the acquisition, transfer and disposal of excess personal property Provides requirement for agencies to provide Non-Federal Recipients Report Authority: 40 U.S.C. 121(c)

18 18 Revision in process to clarify responsibilities of receiving agency when obtaining federal personal property What is Changing?

19 19 Issues Proper disposal of excess personal property processes, and the acquisition of excess property from other agencies Identifies eligible recipients Outlines agency responsibilities in the management of excess personal property Provides reporting requirements

20 20 Proper disposition of excess personal property Disposal codes Authority for abandonment and destruction (a/d) Addresses disposal of unusual assets Reporting Newcomer to the Personal Property field?

21 21 Drafting revision for publication as Proposed Rule Status

22 FMR 102-37 Donation of Federal Surplus Property Presented by: Pat Elliott

23 23 Overview Provides the policy for the donation of surplus Federal property Addresses requirements of both Federal agencies and recipients of Federal surplus personal property approved by GSA for donation Authority: 40 U.S.C. sections 121 and 549

24 24 Issue Definition of Surplus: Excess personal property becomes available for donation the day following the surplus release date This means Federal screening period has been completed Only GSA can determine property is surplus

25 25 Issue - continued Who handles the donation of surplus property? (a) The SASPs handle the donation of most surplus property to eligible donees within their States (b) The GSA handles the donation of surplus property to public airports under a program by the Federal Aviation Administration (FAA) GSA may also donate to the American National Red Cross surplus property that was originally from or through the Red Cross

26 26 Issue - continued (continued) Holding agencies may “donate”/transfer property that they would otherwise abandon or destroy directly to public bodies

27 27 The process for requesting surplus property for donation varies, depending on who is making the request –Donees should submit their requests for property directly to the appropriate SASP –SASPs and public airports should submit their requests to the appropriate GSA regional office Issue - continued

28 28 Issue - continued –Public airports must have FAA certify their transfer requests prior to submission to GSA for approval. GSA may ask SASPs or public airports to submit any additional information required to support and justify transfer of the property –The American National Red Cross should submit requests to GSA –Public bodies, when seeking to acquire property that is being abandoned or destroyed, must follow rules and procedures

29 29 No changes planned. Current version published as Final Rule Status

30 FMR 102-38 Sale of Personal Property Presented by Darlene Stickel

31 31 Overview This FMR Section provides the policy governing the Sale of Federal personal property What this regulation means to you: You may only sell Federal personal property if you are a Sales Center Authority: 40 U.S.C. Sections 121(c) and 545

32 32 Issues This FMR Section addresses the proper sales of Personal Property and the use of a Sales Center This regulation clarifies who needs a Sales Center to sell Government equipment; the Sales process; and the eFAS waiver process

33 33 What has Changed? Revised FMR Section helps agencies identify and select the best sales solutions for Federal Assets Allow for the sale of federal assets to be more visible to the Public These changes were part of the eFAS initiative

34 34 Newcomer to the Personal Property field? This FMR regulation covers: Overall policy regarding Sales of Federal Personal Property (both surplus sales and exchange/sale sales) How to become a Sales Center How to request a waiver

35 35 Final Rule was published April 17, 2008 Status

36 FMR 102-39 Exchange/Sale of Personal Property Presented by: Rick Bender

37 37 Overview FMR 102-39 addresses the exchange/sale of personal property. It basically explains what exchange/sale is, and how it can and cannot be used Exchange/sale is an authority that enables Federal agencies, when replacing personal property, to exchange or sell that property and use the proceeds to pay for replacement property Authority: 40 U.S.C. Sections 121(c) and 503

38 38 Issues Exchange/sale is a good option for agencies when replacing personal property because the proceeds provide a supplemental source of funding in acquiring new property For FY 2007, 26 agencies used exchange/sale, and the exchange allowances/sales proceeds totaled approximately $295 million When the regulations do not allow exchange/sale, GSA can consider a waiver (8 waivers in FY 2008)

39 39 Change FMR 102-39 was revised on August 29, 2008 Changes were made in response to recommendations from the interagency Federal Asset Management Evaluation (FAME) team The changes are intended to make it easier for agencies to understand and use exchange/sale as appropriate

40 40 Newcomer to the Personal Property field? Exchange/sale can only be used when replacing personal property. It cannot be used for excess or surplus property that will not be replaced This authority cannot be used to pay for any type of services Properties that require periodic replacement (vehicles, furniture, IT equipment) are the best candidates for exchange/sale

41 41 FMR 102-39 was published as a Final Rule on August 29, 2008 Status

42 FMR 102-40 Items Requiring Special Handling/ Hazardous Materials Presented by: Gary Thompson

43 43 Overview Disposition of Personal Property with Special Handling Requirements Migrating from FPMR 101-42 –General Provisions –Definitions –Responsibilities –Transfer, Donation, and Sale Authority: 40 U.S.C. 121(c)

44 44 What is Changing Moving regulation from FPMR to FMR –Adds new terms and definitions –Allows agencies to sale property with special handling requirement through Sale Centers. –Has special requirements for asbestos handling –Introduces the topic of the disposal of ammunition –Provides procedure for the disposal of medical devices

45 45 –Remove obsolete requirements for letter of clearance by FDA –Align policy on the disposal of fire arms with policy in 102-36 –Special requirement for handing commerce control items –Procedure for handling: national stockpile items, ozone depleting substances What is Changing - continued

46 46 Next Step – Publish Final Rule in next few months Status

47 FMR 102-42 Foreign Gifts and Decorations Presented by: Gary Thompson

48 48 Overview Policy covers the utilization, donation, and disposal of foreign gifts and decorations –General Provisions –Utilization –Donation –Sale or Destruction Authority: 40 U.S.C. 121(c)

49 49 What has Changed? Definition for “Minimal Value” Redefined to Mean $335.00 Align policy with 5 U.S.C. 7432 allowing agencies to set own guidelines for obtaining appraisals Provide agencies with greater flexibility with the use of Internet

50 50 Encourage agencies to use various methods in obtaining appraisals: –Commercial Appraisals –Retail Websites Department store websites Commercial merchandise catalogs Appraisals no longer needed for property retained for “official use” What has Changed? - continued

51 51 Minimal value change published as Final Rule 2/8/08 Change to appraisal policy published as Final Rule but “effective date” not finalized due to change of Administrations Status

52 FMR 102-41 Seized, Forfeited, and Abandoned Property Presented by: Pat Elliott

53 53 Overview This FMR Part provides policy on disposition of seized, forfeited, voluntarily abandoned, and unclaimed personal property GSA provides policy for agency activities not covered under separate laws (laws outside of 40 USC) Authority: 40 U.S.C. 121(c)

54 54 Issues Forfeited Property How is personal property forfeited? Personal property that has been seized by a Federal agency may be forfeited through court decree or administratively forfeited if the agency has specific authority without going through the courts

55 55 Issues - continued Voluntarily Abandoned property When is personal property voluntarily abandoned? Personal property is voluntarily abandoned when the owner of the property intentionally and voluntarily gives up title to such property. Title vests with the Government

56 56 Issues - continued Unclaimed personal property Most people call this the “lost and found” property After your agency holds the property for 30 calendar days and no one has filed a claim for it, the title to the property vests in the Government. If you decide not to retain the property for official use, report it as excess to GSA in accordance with 102–36

57 57 No changes planned. Current version published as Final Rule Status

58 58 Programs/Projects eFAS Environmental Best Practice Awards Annual Reports

59 Federal Asset Sales (eFAS) Presented by: Derrick Miliner

60 60 Overview Presidential E-Government Initiative eFAS program requires all agencies to sell personal property through an approved Sales Center (SC) Policies codified in FMR 102-38 – Final Rule Published on April 17, 2008

61 61 Issues The eFAS vision is to maximize value to the citizen, business, and government when selling real and personal property to the general public OMB approves new Sales Centers New Sales Center Bids may be considered annually As with any regulation, waivers may be considered

62 62 Personal Property – Sales Centers Real Property - Portal Sponsors Performance Measures were developed by eFAS and Executive Steering Committee Issues - continued

63 63 GOAL 1 “Continually leverage technology to simplify and streamline the processes used to sell federal property to the public.” GOAL 2 “Select and utilize efficient and effective personal property sales centers and real property portal sponsors to conduct Federal sales to the public.” Issues - continued

64 64 GOAL 3 “Create internal and external communications strategies to facilitate the success and viability of eFAS.” GOAL 4 “Institutionalize eFAS governance structures and business processes to improve the quality of information available to the government decision making and business processes.” Issues - continued

65 65 Environmental Projects Attend interagency meetings Work with EPA committees Bulletins Executive Orders –Disposal –EPEAT –Green purchasing

66 66 Best Practice Awards Personal Property has two awards that are presented annually Miles Romney Achievement Award for Innovation in Personal Property Management. $5000 cash award Gold Star Award for Excellence in Implementing Federal Computers for Learning Programs. $1500 cash award

67 67 Best Practice Awards - continued Miles Romney: Agencies responsible for the management of Federal personal property develop and implement innovative policies and practices that benefit the entire federal community Gold Star: Awards are presented annually to recognize the Federal Government’s commitment to Executive Order 12999, Educational Technology: Ensuring Opportunity for all Children in the Next Century

68 68 Best Practice Awards - continued Nomination period is January 1 thru March 31, 2009 Individuals or teams can be nominated Nominations can be sent through the mail to: Office Transportation, Travel, and Asset Mgmt Property Award Team (MTA) 1800 F St NW, Room 1221, Washington, DC 20405 or online at 2009 Awards will be presented at the NPMA National Education Seminar in San Antonio, TX August 17-20

69 69 Annual Reports Non-Federal Recipients report under the authority of 40 U.S.C. 529 are due annually by December 29 Exchange/Sale Annual Report under the authority of FMR 102-39.85 is due annually by December 29 Negotiated Sales Report under the authority of FMR 102-38.330 is due annually by November 30 All reports are due to the Director, Personal Property Management Policy Division (MTA), Office of Governmentwide Policy, GSA, Washington, DC 20405

70 70 OGP Personal Property Bob Holcombe 202-501-3828 Beth Allison 202-219-1729 Rick Bender 202-501-3448 Pat Elliott 202-219-3561 Derrick Miliner 202-273-3564 Gary Thompson 202-208-7433 Darlene Stickel 202-208-4159 Whitney Curry 202-219-2216

71 71 Web Site/Toll Free Number 1-866-806-7767

72 Property Management Bulletins TopicWhere it can be found Use of Voluntary Consensus Bulletin B-18 Standards Stewardship of PropertyBulletin B-17 Use of Photographs in DisposalBulletin B-14 Use of Exchange/SaleBulletin B-13 Use of RFID TechnologyBulletin B-7 Annual ReportsBulletin B-5 Disposal of Electronic EquipmentBulletin B-4 72

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