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2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department of State Health Services

2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department

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Page 1: 2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department

2013 NPMA Spring ConferenceValue Through Professional Asset Management

Managing Assets FromMultiple Sub Organizations

Ken Black, CPPM

Texas Department of State Health Services

Page 2: 2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department

2013 NPMA Spring ConferenceValue Through Professional Asset Management

Subjects covered include:

oOrganization structureoChoosing centralized or decentralized functionsoInventory methodsoWho the key participants are

This session will discuss the challenges and methods of managing assets at an entity’s sub organizations.

Page 3: 2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department

2013 NPMA Spring ConferenceValue Through Professional Asset Management

What are sub organizations?

o District & Region Officeso Field Sites & Clinicso Branch Campuses

Page 4: 2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department

2013 NPMA Spring ConferenceValue Through Professional Asset Management

Organizational Structure(How’s the organization set up?)

o Sub Organization Unito Management Structureo Property Management Office (PMO)

Page 5: 2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department

2013 NPMA Spring ConferenceValue Through Professional Asset Management

Sub Organization Unit

o Structureo Sizeo Amount of Equipmento Locationo Where to look for this information

• Org Charts• Staff Lists

Page 6: 2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department

2013 NPMA Spring ConferenceValue Through Professional Asset Management

Management Structure

o Single or multiple levels of oversighto Location of managemento Admin/support staff availability & dutieso Where to look for this information

• Org Charts• Staff Lists

Page 7: 2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department

2013 NPMA Spring ConferenceValue Through Professional Asset Management

Property Management Office (PMO)

o Responsible for property management function regardless of organization structure

o Policies & Procedureso Grant & contract complianceo Centralized or decentralized

• Sub-level Property Administrators• Availability of sub organization staff• Risk

Page 8: 2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department

2013 NPMA Spring ConferenceValue Through Professional Asset Management

Receiving Function

o Centralized or decentralized?o Must consider these factors

• Organization structure and size

• Locations

• Level of urgency by users

• Equipment and resources available

Page 9: 2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department

2013 NPMA Spring ConferenceValue Through Professional Asset Management

Centralized Receiving

o Advantages• Easier to standardize procedures• Single point of entry for shipments• Better control of identification & tagging

o Disadvantages• Longer turn-around time to user• Higher overall shipping costs• Items requiring special handling• Timing of installation

Page 10: 2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department

2013 NPMA Spring ConferenceValue Through Professional Asset Management

Decentralized Receiving

o Advantages• Shorter turn-around time to user• Easier for special handling items

o Disadvantages• Higher facility and staff costs• Less oversight of identification & tagging• More Risk

Page 11: 2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department

2013 NPMA Spring ConferenceValue Through Professional Asset Management

Inventory

o Regulatory requirementso Methodso Available Staffo Timelines

Page 12: 2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department

2013 NPMA Spring ConferenceValue Through Professional Asset Management

Regulatory Requirements

o Levels• State• Federal• Internal (agency policy)

o Frequency• Periodic• Special Circumstances

o Types of property included

Page 13: 2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department

2013 NPMA Spring ConferenceValue Through Professional Asset Management

Methods, Available Staff & Timelines

o Methods• Barcode or RFID scanning• Physical count• Discovery tools (network pinging)

o Available Staff• How many required• Central office or local

o Timelines• Be considerate of sub organization’s mission

Page 14: 2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department

2013 NPMA Spring ConferenceValue Through Professional Asset Management

Key Participantso PMO

• Property Manager• Property Administrators

o Sub organization management• District/region/branch directors

• Internal sub organization managers

o Property Custodianso Users

Page 15: 2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department

2013 NPMA Spring ConferenceValue Through Professional Asset Management

Managing Assets atDSHS Sub Organizations

o Region Officeso State Hospitalso WIC sites and clinics

Page 16: 2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department

2013 NPMA Spring ConferenceValue Through Professional Asset Management

Coordinated Program SupportFTE: 7

HEALTH SERVICE REGIONRegional Medical Director

Physician II5943 Position #

Deputy Regional DirectorDirector II

5944 Position #

Family Health ServicesFTE: 2

Maternal & Child HealthFTE: 2

TobaccoFTE: 1

Dental HealthFTE: 2

CSHCNFTE: 15

Texas Health StepsFTE: 4

TBFTE: 7

ImmunizationsFTE: 17

STD/HIVFTE: 5

ERTFTE: 4

PHPFTE: 7

Communicable DiseasePublic Health Preparedness

Community Health ServicesSpecialized HealthSocial Services

Environmental & Consumer Inspection

FTE: 4

ZoonosisFTE: 3

Lubbock Office

Canyon Office

Both Rev. Date 02/2013

Page 17: 2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department

2013 NPMA Spring ConferenceValue Through Professional Asset Management

Region Officeso Property Management Function

• Centralized

• No Property Administrator

• Single Property Coordinator (additional duty)

• Multiple Internal Managers (Custodians)o Inventory

• Periodic – Annual (April – June)

• Method Barcode scanning – regional office Physical verification – field sites/clinics

o Receiving Function

• Decentralized (with exceptions)

Page 18: 2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department

2013 NPMA Spring ConferenceValue Through Professional Asset Management

Superintendent

Assistant SuperintendentChief Nurse Executive Director

Quality Management Clinical Director

• Financial Officer - Business Office

- Accounting - Switchboard

- ReimbursementsFood Services

- Canteen Competency, Training

& Development• Plant Management

- Maintenance - Housekeeping

- Grounds

• Assistant Director of QM - Security

• Joint Commission Compliance• Quality Improvement• Utilization Mgmt.

• Clinical Information Mgmt.• Healthcare Analysis Reporting

Team• Medical Records

- Transcription - Court Liaison

- PALs - Coding • Safety

• Workers Comp

• Psychiatry Services - Medical Staff Coordinator

• Medical Services - Medical Contractors

- Dental Clinic - EEG/EKG

- Medical Nutrition Therapy• Director/Social Services

- Family Center• Director/Psychology

• Director of Programs *5• Director/Rehabilitation Therapies

- Menendez Center - Animal Assisted Therapy - Client Worker Program

- Peer Support• Pharmacy• Radiology

• Phlebotomy/Laboratory• Pastoral Care

• Nursing Administration - Administrative Svcs.

Coordinator• Nurse Administrator of Acute Psychiatric Units

- Nurse Managers > Admissions Dept.

> Acute Units (K, L, 7) > Geriatric Unit > Medical Unit

> Medical Clinic > ECT Service

- Transportation• Nurse Administrator of

Specialty Psychiatric Units - Nurse Managers > Forensic (8)

> Intensive Behavioral (H) > Intermediate Unit (6) > Child/Adolescent Unit

> Acute Unit (5) Nurse Shift Coordinators

Direct Care Training Assistants Unit Clerks

Unit Secretarial Services

TERRELL STATE HOSPITALTERRELL STATE HOSPITAL

- IndicatesExecutive Council Member

* Numbers indicate Chain of Command in the absence of the Superintendent.

Employee Services Coordinator Risk ManagementDirector Community Relations

Infection Control

Client Rights OfficerSpecial Projects Coordinator

Work Schedule Administrators

Page 19: 2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department

2013 NPMA Spring ConferenceValue Through Professional Asset Management

State Hospitals

o Property Management Function

• Mixture of centralized and decentralized

• Hospital Property Administrator/Coordinator (FTE)

• Multiple Internal Managers (Custodians)o Inventory

• Periodic – Annual (January – June)

• Method Barcode scanning

o Receiving Function

• Decentralized (with exceptions)

Page 20: 2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department

2013 NPMA Spring ConferenceValue Through Professional Asset Management

WIC Local Agencies

(550)

Page 21: 2013 NPMA Spring Conference Value Through Professional Asset Management Managing Assets From Multiple Sub Organizations Ken Black, CPPM Texas Department

2013 NPMA Spring ConferenceValue Through Professional Asset Management

WIC Sites & Clinics

o Property Management Function

• Centralized

• WIC Property Administrator/Coordinator (FTE from PMO)

• Multiple Internal Managers (Custodians)o Inventory

• Periodic – Annual (May)

• Method Physical verification Backed by discovery tools

o Receiving Function

• Centralized