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Course Catalog >> Leadership & Management

Property Management Overview
Course # 382

Advertising Description:

This course will provide participants with an overview of Property Management policies and procedures for the acquisition and on-going management of capital assets.  Participants will learn about roles & responsibilities, specific business rules and processes, access to systems and available reporting tools.

Key Topics:

Property Management (management of capital assets)

Objectives:

  1. What is the mission of the Property Management Office and how do they serve campus?
  2. What is a capital asset?
  3. What information is required on purchased requisitions and why?
  4. What are encumbrances and how do I affect encumbrance balance?
  5. What is a change voucher and how is it submitted?  What information must you provide on vouchers and why?
  6. What is the tagging process and why is it critical?  What is your role in the process?
  7. What is the biennial inventory process, what is your role and why is it important?
  8. What is unique about the management of federal assets and who is involved? (PMO, Grant Accounting, departments)
  9. How do I handle unique situations related to capital assets (donated capital assets, transfers, trade-in’s, retirements, etc.)
  10. How do transactions appear on accounting reports?
  11. Where can I find the appropriate PMO forms?
  12. What reporting tools are available to me? 
  13. What are the consequences of not following processes and policies? 

Participants (audience course is designed for):

This is an elective course in the Business Processes Series.  All staff & faculty who are involved in the acquisition or management of capital assets are encouraged to attend.