Auto Bill of Sale Georgia
Description
Auto Bill of Sale Georgia document sample
Document Sample


Department of Administrative
Services
Fleet , Risk & Surplus Property
Customer Seminar
December 2010
Fleet Management
Ed Finnegan, Director
Jim Sever, ERP Business Solutions
VITAL Data
ARI
WEX Manual
VITAL
REPORTS
REPORTS
SPREADSHEETS
SPREADSHEETS
METRICS 3
Georgia Department of Administrative Services
METRICS3
VITAL Insights
• Vital Insights is an ARI application
separate from the maintenance program.
• More than just user friendly, it offers
higher level of reporting capability.
• The VR process is incorporated into the
to system.
• Maximo is gone!
4
Georgia Department of Administrative Services
VITAL Insights Capabilities & Benefits
• One Stop Shop for Fleet Data
▪ Vehicle Inventory
▪ Fuel transactions (manual or WEX
entered)
▪ Maintenance transactions (manual or ARI-
entered)
• Manual Data Entry
▪ Fuel, Maintenance, Odometer Readings
5
Georgia Department of Administrative Services
VITAL Insights Capabilities & Benefits
• Enhanced Reporting
▪ Export vehicle transactions & general info to
Excel spreadsheet
▪ Odometer exception & fleet metrics reports
• Added Risk-Related Information
▪ Risk info: APD coverage, risk premium, book value
▪ Report My Driving Sticker info
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Georgia Department of Administrative Services
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Georgia Department of Administrative Services
Inventory Management
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Georgia Department of Administrative Services
Fuel Transaction History
9
Georgia Department of Administrative Services
Maintenance History
10
Georgia Department of Administrative Services
Fleet Management Educational Opportunities
OFM
Webinars
VITAL
ARI Insight
Online
Report My
Driving
11
Georgia Department of Administrative Services
Office of Fleet Management
Educational Series
• Over the past 2 months we have
trained over 1000 state employees
in person.
• Weekly ARI Insights webinar.
• Recorded webinars for in-depth
training on your schedule.
• Will be going around the state to
discuss Report My Driving.
12
Georgia Department of Administrative Services
Vehicle Request Process
Waiting Agency Waiting Fleet Waiting for OFM Waiting for OPB
Approval Coordinator Review Review Review
VR
Requester Approver #1 Approver #2 OFM OPB
Agency Approver Fleet Coordinator /
Manager-Supervisor
Approved
13
Georgia Department of Administrative Services
Vehicle Request Inbox
14
Georgia Department of Administrative Services
Vehicle Request – Advanced Search
15
Georgia Department of Administrative Services
New Vehicle Request
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Georgia Department of Administrative Services
New Vehicle Request Requirements
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Georgia Department of Administrative Services
New Vehicle Request - Features
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Georgia Department of Administrative Services
Important Criteria for Vehicle Requests
Phase 1*
• No ZERO vehicles.
• Compliant with mandatory WEX Fuel Card
program.
• Current on Maintenance Data
• Should be within your OPB vehicle
allocation 19
Georgia Department of Administrative Services
Biggest Fleet Issue
We
Have
1700
Vehicles
With
ZERO
Miles! 20
Georgia Department of Administrative Services
Key Metrics to Follow
METRIC EXPLANATION INDUSTRY
STANDARD
CPM Cost Per Mile
CPM Fuel Total cost of fuel divided by total miles $.18
CPM Total cost of maintenance divided by $.04
Maintenance total miles
Total CPMile Total combined cost of fuel & $.22
maintenance divided by driven miles
CPMonth Fuel Total fuel cost divided by number of $333.17
months in service
CPMonth Maint Total maintenance cost divided by $68.27
number of months in service
Total CPV Average fuel and maintenance costs per $401.44
Month vehicle divided by months in service
Average MPG Total miles divided by number of gallons Depends upon vehicle
21
Georgia Department of Administrative Services
21
Vehicle Utilization*
• What is vehicle utilization?
Miles driven compared with expected use
• Fleet policy states that all state vehicles will be
utilized a minimum of 14,000 miles per year
(Policy No.10, Revision #6)
6,000 minimum in campus environment
*Governors Office and Legislature asking for this
low use data 22
22
Georgia Department of Administrative Services
Your Partners
Can Save You
Money
DOAS Fleet Service Contracts/Toolbox
• Maintenance Management Services (ARI)
• Fuel Management Services – Wright Express
(Wex Card)
• Enterprise Rent-A-Car (Vehicle acquisition)
Daily rentals
Short-term (Walk-Away) leases
Car share and pooling solutions (New WeCar
program.
Driver’s Alert—Report My Driving
24
Georgia Department of Administrative Services
How the ARI Program Can help your fleet?
• Automatic Data Entry
• Reduced Maintenance Costs – 10-20% w/National
vendors
• Reduced Overhead/Administration Costs-
Consolidated Billing
• Provides Detailed Audit Trails
• Warranty and Post Warranty Recovery
• Access 24/7/365 to Call Center w/ASE certified Tech
with toll-free access - 1-800 CAR-CARE
• State drivers call techs that are ASE certified and
negotiate on your behalf
• Provides more time and resources to focus on
agency core mission objectives
• Provides a state and nation wide vendor network
• Detailed vehicle dashboards, KPIs, analysis and
reports
25
Georgia Department of Administrative Services
GA Vendor Network Coverage
National Account Vendors
• 38,000 shops nationwide
• 1,117 shops in Georgia
• 10-20% off retail pricing
Independent Vendors
• 52,000 shops nationwide; 3,826 in Georgia
• ARI rates each vendor according to speed of repair,
willing to negotiate and accuracy of invoice
• ARI can add your current specialized vendors to our
network
26
Georgia Department of Administrative Services
Cost Avoidance*
• Administrative cost avoidance = $29.84 vehicle/month
• Direct repair cost avoidance = $9.92 vehicle/month
• Program cost is $8.66 vehicle/month
* Based on FY2009-10 program savings. 27
Georgia Department of Administrative Services
How to Participate with ARI?
OFM Meets with Agency to Agency provides vehicle
discuss program and benefits Listing to OFM
ARI puts together
Vehicle Operators
Packets & sends
To Agency
Coupons, Phone #’s, &
Procedures 28
Georgia Department of Administrative Services
Extra! Extra!
• Due to the increased participation in ARI,
DOAS has reduced it’s fee by 43%!
• The administrative fee of 7% has
been reduced to 4% as of 1-1-11.
• We will continue to monitor this to see if
further adjustments are possible.
• If you’re one of the many satisfied
customers, tell another agency!
29
Georgia Department of Administrative Services
Summary Wex Fuel Management Program
Key Benefits:
• Wex program works similar to P-Card program w/access to over 90% of
retail vendors accepting Wex for fuel and maintenance purchases at
reduced prices aiding driver from price shopping.
• Provides 24/7/365 access to online tools, calculators, pre-authorized
spending limit ability, purchase alerts, transaction limits, exception reports,
etc.
• Secure cards assigned to vehicles and PINs assigned to employees
reducing occurrence of slippage, misuse and fraud.
• Secure access to “Real-time” fuel data allowing agency focus on auditing
tasks versus administrative tasks. (e.g. invoice processing, checks, postage,
reimbursement, ordering, inventory mgt, data entry, invoice processing
costs, telephone calls, data entry, fuel reimbursement expenses..etc.).
• Potential Fleet Savings/Year for 500 vehicle fleet/1000 employees can be
$333,667 (Average of 24.3% reduction in costs)
30
Georgia Department of Administrative Services
Manage Purchase Alerts
Purchase Alerts are generated from parameters you set
• Receive email notification when a transaction
exceeds your purchase guidelines
• Allows the transaction to authorize so your
driver can stay on the road
• Fast activity reporting helps you address
any problems quickly
Choose from a variety of parameters:
• Number of transactions per day
• Out-of-state transactions
• Off-hours transactions
• Day of the week
• Dollars per day
• Dollars per transaction
• Gallons per transaction
• Fuel type
31
Georgia Department of Administrative Services
31
WEXOnline® > Tool Kit > Fuel Price Mapping
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Georgia Department of Administrative Services
How To Order Fuel Cards
E-mail form to:
fms@doas.ga.gov
Complete a Fuel Card
Spreadsheet Template
OFM emails
template to
Wright
Express
OFM reviews
Spreadsheet Template
Sends WEX cards to Agency
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Georgia Department of Administrative Services
33
WEX Card Issues
• Duplicates!!!
• Generic names
• Sharing PINS
• Fraud
34
Georgia Department of Administrative Services
Enterprise Rent-A-Car State Contract
Options
• Daily Rental Vehicles
• Short Term Closed End Lease Vehicles
• Car Share and Pool Vehicles (WeCar)
Key Benefits:
• Leverages operating expense budget
• Reduces largest costs of fleet ownership (i.e. Depreciation, administrative
overhead)
• Reduces excessive reimbursement, streamlines billing, information and
reporting
• Provides a wide variety of vehicles
• Increased driver productivity using free pick up for instate rentals
• Real-time reservation online reservation portal to over 212 store locations
statewide
• Roadside assistance for enhanced driver safety and security
• Cost comparison calculation tool 35
Georgia Department of Administrative Services
The comparison tool can be accessed at
http://ssl.doas.state.ga.us/vehcostcomp/
Calculated Results
Own Car Cost
Total Reimbursement
Expense $68.50
Rental Car Cost
Rental $37.83
Local Tax $2.58
Refueling $15.57
One day trip using a mid-size saves $12
with an additional $7 savings using a Total $55.98
compact car Cost per Mile to Rent $0.40
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Georgia Department of Administrative Services
Why Non-State Vehicle Ownership
Alternatives?
• Vehicle ownership can be a costly decision if made unwisely,
• Provide agencies with other low cost transportation alternative,
• Reduce POV and avoid excessive costs, vehicle and employee
downtime,
• Increase vehicle utilization and reduce the state’s fleet size,
• Provide lower cost transportation alternatives to agencies with
unreliable vehicles using costly alternatives to provide mission critical
transportation,
• Leverage Enterprise Rent-a-car’s fleet expertise as an industry
consultant under DOAS direction to provide State agencies with
alternative and cost-effective transportation solutions,
• Propose reliable and safe transportation alternative
• Provide the State with validation process regarding use of short-term
leasing options to both right-size fleet and provide more cost-
effective agency transportation solutions.
37
Georgia Department of Administrative Services
Example: Lease Program Costs
$257.47
Lowers total monthly cost to operate a state vehicle
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Georgia Department of Administrative Services
Fewer Claims/Less Down Time
Claims Reduction Chart
900 814
800 712
700 622
600 541
500 Claim count
400 0
300
200
100
0
07
08
09
10
*
09
FY
FY
FY
FY
20
9/
3/
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Georgia Department of Administrative Services
Report My Driving Program
DOAS pays the cost and you can reap
the benefits:
• Fewer claims
• Less down time
• Less expense
• Fewer injuries
• Safer vehicles
• Lower Premiums 40
Georgia Department of Administrative Services
OFM Team Member Contact Information
Ed Finnegan- ed.finnegan@doas.ga.gov or 404-651-7263
General information, leasing, policy, legislation, best practice, etc.
Jim Sever – jim.sever@doas.ga.gov or 404-657-6907
Special projects, Agency data profiles, VITAL access, etc.
Allyson Williams – allyson.williams@doas.ga.gov or 404-657-6935
Data analysis, agency profiles/scorecards, management reports, etc.
Roger Kennedy – roger.kennedy@doas.ga.gov or 404-656-6295
Wright Express and ARI participation, access and information, etc.
Bobby Arrington – bobby.arrington@doas.ga.gov or 404-657-6908
Vehicle Requests (VRs), VITAL helpdesk, VITAL Training, etc.
John Wynn – john.wynn@doas.ga.gov or 404-657-6930
VITAL DB Performance, Special data queries, VITAL reporting, etc.
Office Fax 678-913-0537
General Mailbox fms@doas.ga.gov 41
Georgia Department of Administrative Services
Questions & Answers
42
Georgia Department of Administrative Services
Risk Management Services
Insurance 101
Chris Risley
Director of Risk Management Services
December 2010
Risk Management Services
Insurance 101
Your presenter – Chris Risley
Director of Risk Management Services
44
Georgia Department of Administrative Services
Risk Management Services
• Self-Insurance mechanism of the State of Georgia
• RMS handles nearly all exposures associated with
the operations of Georgia State Government
assumed under the Georgia Tort Claims Act,
Georgia State Law and Federal Statutes
• With $26.5B in property assets, 130,000 WC covered
lives, $581M in liabilities under management, RMS
would be in the top 25 of world wide insurance
organizations
• Sovereign Immunity waived under Georgia Tort
Claims Act
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Georgia Department of Administrative Services
Risk Management Services
• How we operate:
▪ Claims Mitigation - Internal claims staff handle
retained losses
▪ Risk Financing - Purchase excess coverage in the
insurance market and manage the RMS Trust Funds
▪ Risk Consulting - Support other state and quasi-state
functions
▪ Loss Control – Comprehensive Loss Control Program
(CLCP) designed to help agencies avoid or minimize
losses in their organization.
▪ Enterprise Risk Management approach to loss
prevention
▪ Annual Risk Report – Comprehensive report on risk
related activities
46
Georgia Department of Administrative Services
Risk Management Services
Auto Liability & General Liability
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Georgia Department of Administrative Services
Risk Management Services
Auto Insurance Program
▪ Auto Liability follows the driver not the vehicle
▪ Auto Physical Damage covers the asset - State
vehicle for comprehensive and collision
▪ Auto Accidents - touch nearly all areas of RMS,
therefore, auto exposures receive additional
attention
▪ Single event most likely to result in the death of a
state employee
▪ Top 3 most expensive Workers’ Compensation
claim type
48
Georgia Department of Administrative Services
Risk Management Services
Auto Program Statistics
• 100,000+ potential drivers
• FY2008 – 650 accidents involving Auto Liability
• Currently only 9950 of the states 21,000 vehicles
are insured for Auto Physical Damage
• Average total cost of an accident $21,000.
• Cost of APD coverage – 1% of market value
• Cost for Auto Liability Coverage - $0 for 8 years
49
Georgia Department of Administrative Services
Risk Management Services
How Auto Exposures are addressed:
• Comprehensive Loss Control Program
▪ Driver Qualification
▪ Driver Training
▪ Accident Review Panels
▪ Participant Deductible Adjustments
▪ Vehicle Maintenance
▪ Claims Trending
▪ “Report My Driving” Stickers and post complaint call driver
training
▪ Support post accident Drug and Alcohol testing
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Georgia Department of Administrative Services
Risk Management Services
General Liability Exposures
• Slip and Fall cases
• Negligent Road Design and/or Maintenance
• Prisoner Civil Rights cases
• Professional Negligence/ Malpractice
• Employment Practices Liability
• All cases brought under the Georgia Tort Claims Act,
Georgia State Law and Federal statutes
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Georgia Department of Administrative Services
Risk Management Services
Questions on Auto Liability or General Liability?
52
Georgia Department of Administrative Services
Risk Management Services
Property Insurance
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Georgia Department of Administrative Services
Risk Management Services
Property Insurance Program
• 16,000+ owned locations
• 5,000+ leased locations
• $26.5B+ in building and contents asset values
• All tracked in State Property Commission’s BLLIP
database
• Program retains first $3M of each loss
• Program deductibles as low as $1000. per loss
• Business Interruption coverage available
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Georgia Department of Administrative Services
Risk Management Services
Property Program Loss Prevention
• Control preventable exposures:
▪ Insulate exposed pipes
▪ Use lightning/ power surge protection systems
▪ Place laptops in trunks of vehicles rather than in view
of potential thieves
▪ Internal Financial Audits/ Accounting Oversight
▪ Give proper access to water valves
▪ Building/ mechanical system maintenance agreements
▪ Thermography studies
55
Georgia Department of Administrative Services
Risk Management Services
Questions on Property Insurance?
56
Georgia Department of Administrative Services
Risk Management Services
Workers’ Compensation
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Georgia Department of Administrative Services
Risk Management Services
Workers’ Compensation Program
• Self-funded insurance mechanism established
to comply with federal and state requirements
• Georgia Workers’ Compensation statutes
• Interpretation of and adjudication of applicable
laws handled by the Georgia State Board of
Workers’ Compensation
58
Georgia Department of Administrative Services
Risk Management Services
Loss Prevention – Workers’ Compensation
• Components of the CLCP
• Workplace safety – including vehicles
• Employee Training
• Employee Education
• Hazard Identification and Mitigation
• Post accident claims trending and prevention
• Loss Avoidance
• Contractual Risk Transfer
59
Georgia Department of Administrative Services
Risk Management Services
Loss Control – Workers’ Compensation
• Return to Work Program
• Georgia Activity Analysis
• Unbundled Claims Handling Program
▪ Certified Managed Care Organization (MCO)
▪ Medical Bill Review
▪ Third Party Administrator (TPA) claims staff
▪ Preferred Provider Network (PPO)
▪ Call Center
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Georgia Department of Administrative Services
Risk Management Services
Coming Attractions…
• PAWA – Protect American Workers Act
▪ Will make public entities OSHA compliant
• CLCP #9 Contractual Risk Transfer
▪ Address Georgia Supreme Court’s extension of GTCA
to contract employees
• Debit Card Payments
▪ Alternative to paper checks for indemnification benefits
• New Federal Oversight
▪ CMS will review all payments to employees and third
parties to eliminate duplication of federal medical
benefits
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Georgia Department of Administrative Services
Risk Management Services
Contact Information:
www.doas.ga.gov
Lisa.pratt@doas.ga.gov 404-463-1499
Christopher.risley@doas.ga.gov 404-463-5458
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Georgia Department of Administrative Services
Questions & Answers
63
Georgia Department of Administrative Services
Surplus Property
Steve Ekin
Director , Surplus Property
December 2010
What is Surplus Property?
• Personal Property
▪ Any fixed or movable tangible property
▪ Used for operations
▪ Non-consumable
▪ Benefit extends beyond 1 year
▪ Title determines ownership, not fund source
▪ Capitol asset, acquisition cost ≥$5,000
• Surplus is personal property that the state no longer
requires
• Disposal is the final step in asset management cycle
65
Georgia Department of Administrative Services
Change was inevitable…
• Transformation was planned
▪ Migrate federal surplus to direct donation
▪ Closed warehouses in October 2008
• Moved remaining staff to Atlanta in June 09
▪ Implemented electronics pick-up capability
▪ Auto Auction contract
▪ Revised destruction/disposal policy
▪ Published GA Surplus Property Manual
(available in PDF on www.surplusproperty.doas.ga.gov)
66
Georgia Department of Administrative Services
A Work in Progress…
• Revised positions to focus on virtual disposal
▪ Web Merchandise Specialists
▪ Process from “STAR” through sale
• Developed Web Merchandise Coordinator
▪ Responsible for goal of 3 day processing
▪ Primary agency contact to STAR
• Revised web site
▪ Includes up dated forms
67
Georgia Department of Administrative Services
surplusproperty.doas.ga.gov
68
Georgia Department of Administrative Services
Revised Refund Policy
• Funded vs. Non-funded
▪ Historical, without any legislative direction
▪ Inequitable
• Revised refund policy beginning FY-11
▪ No “funded” agencies, all get same refund
• 1st $100 of any sale retained
• Remaining proceeds split 50/50
• Paid to agencies monthly
• Percentage evaluated quarterly
▪ No fees on inter-agency transfers
69
Georgia Department of Administrative Services
Agency Benefits
• Agency controls the process, greater flexibility
• Direct vs. indirect expenses
• No transportation expenses (time or money)
• Reduces storage requirements
• Assets are available state wide
Average processing time 10-17 business days
70
Georgia Department of Administrative Services
General Asset Disposal (Chapter 8)
• Transfer (T) - State to state
• Direct Negotiated Sale (DNS) – State to local
government or non-profit
• Vendor Return (V) – State to vendor, non-sale
• Internet Sales (IS) – Sale to the public
▪ Auction
▪ Buy It Now
• Authorized Disposal (AD)
• Electronics (ELC)
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Georgia Department of Administrative Services
Process Overview
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Georgia Department of Administrative Services
Property Transfer Form
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Georgia Department of Administrative Services
Descriptions & Photos (Chapter 9)
• Descriptions •
•
Date taken out of service
Was this item known to be operational when last in
▪ Complete •
service?
Acquisition cost if known
• Name, make, model, year • What kind of damage if any
• Engine type –how may cylinders? Motor – Size, Hp,
▪ Accurate Hours
• Don’t guess • Fuel type– Gas, Diesel, Propane, Electric
• Voltage 110 or 220, Hertz, Single Phase or 3 Phase?
▪ Selling on line • What type of plug does the item have?
• Read the terms & conditions • Brand, Manufacture, Model, Year, Serial Number
• Weight
• Transactions are “as is-where is”
• Size – provide dimensions: height, length and width
• Do not discuss operation or • Tank size? Number of gallons
functionality during inspection or • Type of tank? Material made of, Fiberglass, Metal,
pick-up Poly, etc
• Generator – What is the KW size?
• Refer issues to Surplus before
• Is the item skid mounted or trailer mounted?
customer leaves
• All data plate information that is available
“Think like a customer” 74
Georgia Department of Administrative Services
Descriptions & Photos (Chapter 9)
• Photos
▪ Uncluttered
▪ Full image
▪ As many as needed
▪ Light behind camera
▪ .jpg format
▪ 400 x 600 pixels (1 mb)
▪ Rename for easy ID
▪ Store in virtual folder
▪ “A picture is worth a thousand words”
“Think like a customer” 75
Georgia Department of Administrative Services
Vehicles (Chapter 14)
• Agency Responsibilities:
▪ Ensures accurate vehicle information
• Make, model, year, VIN, mileage
▪ Have original title
▪ Have all available keys
▪ Remove state equipment, markings (decals) and plates
▪ Transportation costs (if applicable)
▪ Complete & send Property Transfer form
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Georgia Department of Administrative Services
Vehicles
• Auto Auction Sale • Sell on-site
▪ Fair market value exceeds ▪ Transportation costs exceeds
transportation costs fair market value
▪ No storage or security issues • Agency
• Vendor ▪ Take photos (4 minimum)
▪ May deliver or have picked up ▪ Complete Vehicle Inspection
• $1.10/mile/vehicle Form
▪ Inspects vehicle ▪ Show at scheduled inspections
▪ Takes photos ▪ “Close Sale”
▪ Can remove markings (bill back • Transfer tile, keys, etc.
to agency)
▪ Make available for donees
▪ Sells to highest bidder at
auction
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Georgia Department of Administrative Services
Vehicle Inspection Form
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Georgia Department of Administrative Services
Electronics Disposal (Chapter 15)
• Electronics Issues
▪ Data security
▪ Electronics are environmentally hazardous
• May be disposed of through T, DNS, V, Sale, AD
▪ Criteria is different for each disposal option
• Vendor Disposal
▪ Agencies may deliver to vendor
79
Georgia Department of Administrative Services
Federal Property Acquisition (Chapter 18)
• Direct Donation
▪ From federal agency to donee
▪ Always a service charge
• Agencies may screen for themselves
▪ http://gsaxcess.gov
▪ Login: 4757GA
▪ Password: GASURPLUS
• DOAS requests allocation from GSA
▪ If allocated, agency has 14 days to remove asset
80
Georgia Department of Administrative Services
Contact Information
Surplus Property Division
200 Piedmont Ave. Suite 1802 West
Atlanta, GA 30334-9010
O: 404-657-8544 F: 404-463-2912
surplusproperty.doas.ga.gov
Contact Position Phone No. E-mail
Daniel Iliev Web Merchandise Coordinator 404-463-5459 diliev@doas.ga.gov
Patricia Bebley Web Merchandise Specialist 404-656-6912 pbebley@doas.ga.gov
Tashika Cullins Web Merchandise Specialist - Eligibility 404-651-6413 tcullins@doas.ga.gov
Lisa Moghazy Web Merchandise Specialist - Federal 404-657-6951 lmoghazy@doas.ga.gov
Whitney Wilson Web Merchandise Specialist 404-657-6938 wwilson@doas.ga.gov
Larita Smith Internet Sales Clerk 404-656-5781 lsmith@doas.ga.gov
Tierra Gibson Web Merchandise Specialist 404-651-7446 tgibson@doas.ga.gov
Steve Ekin Director 404-656-6871 sekin@doas.ga.gov
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Georgia Department of Administrative Services
Questions & Answers
82
Georgia Department of Administrative Services
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