U.S. General Services Administration Personal and Real Property Disposal Move/Relocation Responsibility Charlene Larson San Francisco, CA H Jan Faulkner Denver, CO 2009 GSA Expo
2 Overview Tools and Procedures for making strategic move or relocation decisions Provide assistance and guidance to make your move/relocation less stressful Real Property Disposal Personal Property Management (transfer, donation, and sales)
3 The Process Agency makes decision to move/relocate Agency responsibility - take inventory –Analysis of affected real properties –Determination of affected personal property
4 The Process Agency notify local GSA office Real Property Disposal - Forward Report of Excess to GSA PBS Property Disposal Division Personal Property Management (PPM) - Report Excess Personal Property on-line
5 Agency Decision to Move/Relocate – Real Property Considerations Agency analyze affected real property Targeted Asset Reviews (TAR) Utilization Study and Analysis of Asset Retention and Disposal study Relocation Program alternative –GSA can assist with the process and analysis Agencies Strategic decision to move/relocate
6 Agency Decision to Move/Relocate – Personal Property Considerations Concurrent with real property move analysis Internal agency/bureau screening of move related personal property PPM APO’ or Allocation Specialists guide agency on Personal Property requirements Agency makes decision on Personal Property Disposal Strategic decision to dispose of personal property
7 Reports of Excess – Real Property Agency forward Report of Excess (ROE) package along with supporting documents to GSA PBS Property Disposal Division ROE reviewed ROE accepted
8 Report of Excess (ROE) – Personal Property APO or Allocation Specialist can assist the agency on how-to report excess/surplus personal property in GSAxcess ®. Timing of ROE coordinated with real property disposal schedule Agency reports on GSAxcess ® at earliest date GSA Schedules for inventory management
9 GSA PBS and FAS Disposal Processes Real and Personal Property - Interface Real Property Transfer to Federal agency Homeless or Public Benefit Conveyance Negotiated Sale to eligible public bodies Public Sale by GSA via Auction or Sealed Bid Personal Property Transfer to another Federal agency GSAXcess ® transfer to eligible federal agency GSAXcess ® donation to qualified SASP recipient Excess property sold via SASy/GSA Auctions ® Unsold property released back to agency
10 Where Can I Find the Needed Info ? Environmental Agency records and files Internal environmental staff Acquisition documents Agency records and files Legal department County clerk’s office Title company Building Information Agency records and files Building Managers Personal Property Information National Utilization Officer (NUO) or Agency Accountable Property Officer Asset Manger
11 Can GSA help me with the Disposal of Real and Personal Property ? Environmental Studies Phase I, II, and III Appraisals Land Use Plans Highest and Best Use Studies Target Asset Reviews Area Property Officers (APO) or Allocation Specialists GSA Schedules
12 PBS Office of Real Property Utilization and Disposal Locations
13 Resources: PBS Office of Real Property Utilization and Disposal Excess Property Available Sample SF118 Sample Excess Property Checklist GSA contact information Asset Utilization Appraisal Services
14 PBS Office of Real Property Utilization and Disposal POCs New England Region; Boston, MA (Region 1) (617) Great Lake Region; Chicago, IL (312) Southeast Sunbelt Region; Atlanta, GA (Region 4) (404) Greater Southwest Region; Ft. Worth, TX (Region 7) (817) Pacific Rim Region; San Francisco, CA (Region 9) (888) Northwest Arctic Region; Auburn, WA (253) National Capital Region; Washington, DC (Region 11) (202)
15 FAS Office of Property Management Locations
16 Resources : FAS Personal Property To report or acquire Federal excess personal property: The sale to the public of Federal surplus property:
17 FAS Property Management POC’s Mid Atlantic Region; Philadelphia, PA (REGION 3) (215) Southeast Sunbelt Region; Atlanta, GA (REGION 4) (404) Greater Southwest Region; Fort Worth, TX (REGION 7) (817) Pacific Rim Region; San Francisco, CA (REGION 9) (415)
18 Key Points Inventory – Real and Personal Property Documentation – For Reports of Excess GSA Schedules GSA PBS Property Disposal Division/GSA FAS Area Property Officer (APO) or Allocation Specialists
19 Questions