Annual Verification of Moveable Equipment Inventory

Slides:

Advertisements

Similar presentations

McMaster Universitys Moveable Assets Policy Property Protection.

Advertisements

Managing Equipment Inventory Jacky Kovach Controllers Office

Massachusetts Department of Elementary & Secondary Education

ASU Fixed Assets Departmental Training. Purpose of This Session Requirement of the business process compliance standards Provide Information for new employees.

Asset Management Training. The purpose of Asset Management training is to provide instruction to Property Custodians, Business Managers, Department Heads,

Fixed Assets Policies and Procedures that directly affect Your work, Your budget And your responsibility for protection of WSSU assets as custodian department.

Fixed Assets is tasked with tracking University equipment from the time it is purchased until it is disposed of in accordance with NCSSPA rules and regulations.

Annual Verification of Moveable Equipment Inventory 2015.

Removal of Assets Inventory Request for Removal (IRR) Inventory Services The University of Texas at Austin.

University of Minnesota Internal/External Sales “Equipment Purchases and Depreciation” Plant Funds, Transfers and Record Keeping Requirements.

Office of the Comptroller Property Management Initiatives October 17, 2005.

University of Minnesota Internal/External Sales “Equipment Purchases and Depreciation” Plant Funds, Transfers and other Requirements.

Asset Processing Property Control Website URL:

Fixed Assets Management of Capital Equipment at the University of Virginia.

Provided by Financial Services – Capital Equipment Inventory, Procurement Services – Surplus Property, and Management Advisory Services November

Property Control Asset Forms

Department of Financial Training Knowledge Building for Property Management December 2005.

EQUIPMENT TRACKING AND FABRICATION NCURA Region III 2008 Spring Meeting May 13, 2008 May 13, 2008.

Office of Field Services Fiscal Review Process Becky Pennington Susan Szymas February 7, 2013.

Cost Center Reconciliation - Workshop. Prerequisites  Introduction to SAP training workshop  Requisitioning – Part I and Part II  Budget Transfers.

How to Dispose of District Equipment

OFFICE OF INDEPENDENT EDUCATION & PARENTAL CHOICE Monitoring and Reporting 2009 CSP Grant OFFICE OF INDEPENDENT EDUCATION & PARENTAL CHOICE Monitoring.

MANAGEMENT OF TECHNOLOGY EQUIPMENT Resource Management Associates (RMAs) will be responsible for Technology Equipment at their schools which includes:

Property Control Asset Forms Property Control Website URL:

University Equipment May 6, Who is Property Accounting  Janice Harrison – Director of Property Accounting  Poli Navarro – Fiscal Support Analyst.

New Principal Training Property Control July 7, 2015.

1 RSD Administration of Charter School Content Procurement Process June 22, 2007.

2014 NPMA Spring Seminar Value Through Professional Asset Management Uncovering your Assets Becky Saylors Manager, Fixed Assets and Equipment Inventory.

Property Inventory 101 Property Inventory1May 2011.

How to Enter & Update.  What is an Offsite? Property from one cost center (custodial cost center) housed at another location It is the responsibility.

Texas Tech University Health Sciences Center Finance and Administration Property Inventory.

Acquisition of Asset Found Inventory Services The University of Texas at Austin.

How to Enter & Update Item Location in TERMS (Bldg./Room/Offsite)

Title I Bookkeepers’ Training Property Control October 7, 2015.

Dept. of Contracts & Property Presented by: Property Office

TECHNICIAN / PIC APPLICANT START END Revision: 0.0Effective Date: Version: 1.0 Doc. No: MMU/ACAD/SOP&WI-14 STANDARD EQUIPMENT LOAN AND RETURN.

Fixed Assets is tasked with tracking University equipment from the time it is purchased until it is disposed of in accordance with NCSSPA rules and regulations.

Office of the Associate Vice President for Finance The Office of the Comptroller Capital Asset Management May 10, 2016 Presentation’s Link

CERTIFICATION PROGRAM INTRODUCTION & OVERVIEW PROPERTY SERVICES & SURPLUS PROPERTY.

CHORI Purchasing Flow Chart

Policy & Process November 29 & 30, 2016 Lori Donavant and Joe Croom

UNCAPITALIZED TANGIBLE PROPERTY INVENTORY REPORT AND SPREADSHEET

Meeting Agenda Equipment Survey Overview Revised Equipment Survey File

Equipment Inventory Management

PREPARING AND REQUESTING PROPERTY REMOVAL

Equipment Management Chris Crutcher | Branch Director, Internal Operations | September 19, 2017.

How to Enter & Update Item Location in TERMS (Offsite, Bldg. Room)

asset tracking and inventory management

Where does old equipment go to die?

Managing Capital Assets

Certificate of Property Disposal (CPD)

Property Management Overview

USING THE AUTOMATED ASSET TRANSFER SYSTEM

Turn your speakers “ON” so you can hear the presentation.

Fixed Assets and Depreciation

Managing Property What Principal Investigators and Business Officers need to know Business Services - Rates and Review Team Established February 25, 2015.

Banner Fixed Assets Policies and Procedures

PROPERTY SERVICES Presents…

Internal Audit Overview UTHSC Business Managers’ Meeting

South Texas College Physical Inventory Business Office AA Round Up

DGCA Breakfast Briefing

East Carolina University Department of Materials Management

Kentucky County Treasurer’s Fundamentals Course

Accounting & Reporting Group Meeting

Managing Capital Assets

Managing Property What Principal Investigators and Business Officers need to know Business Services - Rates and Review Team Established February 25, 2015.

Equipment and Furniture Capitalized vs. Non-Capitalized

Property Control Asset Forms

Government Owned Property

Part 2: Asset Movement & Inventory

Presentation transcript:

Annual Verification of Moveable Equipment Inventory 2017

Equipment Inventory Verification Inventory Report Due Date: March 31, 2017 Return completed inventory to: Business Services 111 Administration Building

Equipment Inventory Verification Each department is responsible for: Physically verifying their equipment Verifying serial numbers Replacing missing or damaged tags Completing the 2017 Inventory Report

Please carefully read the instructions Equipment Inventory Please carefully read the instructions Do not make notes on the original copy Make sure it has been signed by the department head prior to returning

Equipment Inventory Verification

Equipment Inventory Verification Forms Inventory forms are located on the Purchasing website under Equipment Inventory http://www.utm.edu/departments/purchasing/equip_inventory.php

Equipment Inventory Verification Department can run a report at any time to review inventory. IRIS Transaction: ZAM_EQUIP_VERIFY UT Annual Equipment Inventory Verification Report

Equipment Inventory Verification

Equipment Inventory Verification IRIS Transaction: S_ALR__87011963 Asset Balances

Equipment Inventory Verification

Equipment Inventory Verification Forms Equipment Inventory Change/Deletion Request http://controller.tennessee.edu/pdf/T-64%20Form%20as%20of%2010-1-2014%20fillable%20format.pdf

Equipment Inventory Verification Forms Equipment Acquisition Report http://controller.tennessee.edu/pdf/t-66.pdf

Equipment Inventory Verification Forms Cost Center Change Form http://controller.tennessee.edu/pdf/Current%20General%20Funds%20Expense%20and%20Income%20Account%20Change%20Form%20Interactive%2020050131.pdf

Equipment Inventory Verification Forms Duplicate Tag Request Form http://www.utm.edu/departments/purchasing/_pdfs/Duplicate%20Tag%20Request%20-%202015.pdf

Equipment Inventory Verification Forms Fiscal Policy FI0605 Equipment http://policy.tennessee.edu/fiscal_policy/fi0605/

Surplus Property The Office of Business Services is responsible for disposing of obsolete university property. Departments declaring property in its custody as surplus should complete the surplus form listing all items to surplus both tagged and untagged.

Surplus Property Equipment may be disposed of and removed from University records for the following reasons:

Surplus Property Trade-In Sale of University Surplus Property Theft or mysterious disappearance Equipment dismantlement Removal of equipment purchased with grant or contract funds

Surplus Property Transfer between departments Equipment sold to another department Equipment give to another department

Surplus Property Forms (Perfect forms) https://app.perfectforms.com/playerf.htm?f=vrbBggYm

Surplus Property Fiscal Policy FI0610 Surplus Property http://policy.tennessee.edu/fiscal_policy/fi0610/

Surplus Property For questions please contact Wanda Griffin wgriffin@utm.edu Lori Donavant ldonavant@utm.edu Karen Roberts kroberts@utm.edu