# Planning, Managing and Controlling a Personal Property Inventory Course Canonical URL: ## Overview Explore the basic principles and concepts of the personal property management life cycle, including property acquisition, receipt, control, reutilization, and disposal. Discuss and apply the principles of project management to plan a Personal Property Inventory. Develop cost, schedule, quality, stakeholder, and communications plans resulting in inventories being completed on time, on cost, and on mission. ## What you'll learn - Explain the principles of federal personal property. - Describe the basic elements of project management. - Apply the principles of project management to a personal property inventory. - Define the scope of an inventory. - Create a plan for conducting the property inventory, including time and resource estimates. - Conduct a property inventory. - Manage the property inventory by monitoring performance and making necessary adjustments. - Apply "lessons learned' to future property inventories. ## Curriculum #### Module 1: Personal Property Management Basics - Understanding the legal and regulatory basis for federal personal property management, including key legislation and regulations. - Defining roles and responsibilities of property management stakeholders, including Property Management Officers (PMOs), Property Custodians, and Accountable Property Officers (APOs). - Exploring different types of property such as expendable, accountable, sensitive, and capitalized property. - Overview of the three phases of the personal property management life cycle: acquisition, accountability and control, and disposal. #### Module 2: Project Management Basics - Introduction to project management concepts and how they apply to conducting property inventories. - Discussing key project management elements, such as planning, scope, cost, and time management. - Understanding the importance of controlling and managing project risks, performance, and quality. - Exploring how applying lessons learned from past inventories can improve future projects. #### Module 3: Planning a Personal Property Inventory - Defining the purpose and scope of the inventory project and identifying key stakeholders. - Creating a comprehensive project plan, including resource estimates, scheduling, and budgeting. - Identifying methods for eliciting stakeholder requirements and determining project scope, including the use of communication strategies and risk management planning. - Developing a quality plan and defining success metrics for the inventory project. #### Module 4: Controlling a Personal Property Inventory - Executing the project plan and ensuring the inventory progresses according to schedule and quality standards. - Directing the project work by managing tasks and resources, measuring quality, and communicating with stakeholders. - Tracking performance against planned outcomes and managing risks and issues as they arise during the inventory process. - Using project management tools such as project scheduling software to manage the inventory process efficiently. #### Module 5: Managing a Personal Property Inventory - Managing actual performance and comparing it with planned performance to ensure the project remains on track. - Managing risks and communicating with stakeholders to keep them informed about inventory progress and any necessary adjustments. - Understanding project scope and handling changes that may arise during the inventory process. - Implementing change control processes to manage modifications in scope, time, or cost during the inventory project. #### Module 6: Applying Lessons Learned - Understanding the importance of applying lessons learned from previous inventories to improve future projects. - Developing systems for capturing and sharing best practices within the organization to improve property management processes. - Managing and applying the lessons learned process to continue enhancing future inventory efforts and property management systems. ## Schedule - Sep 1, 2026 – Sep 3, 2026 — Live Online - Oct 26, 2026 – Oct 28, 2026 — Live Online ## Instructors ### Frank Borrelli — Instructor Frank recently retired as Emeritus Administrator from California State University Stanislaus where he was employed for over 36 years. After various promotions through the years, he served as the Director of Support Services which encompasses Property Control, Shipping and Receiving, Surplus Property and Sales, Records Management, Mail Services and the Print Shop. He has over 40 years’ experience in logistics, material handling and asset management. During his career, he worked for E&J Gallo Winery and attended Modesto Jr. College and CSU Stanislaus studying Business Production and Operations Management. Frank has been a member of NPMA since 1993 and received his CPPM Certification with the National Property Management Association in 2007. In 2016, Frank received the “Andrew C. Anderson Lifetime Achievement Award” for recognition of Lifelong Commitment, Dedication and Contributions to NPMA He is currently serving as the Treasurer and Director of Chapter Support and Professional Development for the Western Region of NPMA and the Higher Education and Research Chapter Secretary. He has also served as a proctor and has held various positions at the Chapter Level. He currently is a Certification Instructor for NPMA and is working on developing additional courses of study, specific to Asset Management and Logistics. He recently received another opportunity in the teaching field, working for The Graduate School USA as a Faculty member, teaching and developing new Supply Management Courses for the School of Business Management specific to Federal Government employees and contractors. He received the University “Lifetime Achievement Award” in 2009 and the “Presidents Commendation Metal” in 2012 for excellence in the workplace. He also served as volunteer CSUEU Union President at the University for 17 years focused on solving workplace problems. In his spare time, Frank enjoys spending time with his wife Rosemary of 40 years and his son Dominic, and daughter-in-law Addie, both graduates from CSU Stanislaus in 2017, each becoming High School Teachers in the local community. An avid “Oakland” Athletics and Dallas Cowboys fan, Frank is very active in the local community, where he leads the Knights of Columbus Council focused on helping people in his church community. He recently served as President of the School Board at Central Catholic High School where he attended many, many moons ago. ## Pricing **Tuition:** $1200