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Blank Financial Statement Form - PowerPoint

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Blank Financial Statement Form document sample

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									   SUPPLY ADJUSTMENT
      PROCECURES
                                   PRIMI NOSCERE




• PRIMARY INSTRUCTOR: SSG HARRIS

• REFERENCES: STP 10-92YI-SM
              STP 10-92Y24-SM-TG
              AR 735-5
              AR 710-2-1
  SUPPLY ADJUSTMENT
     PROCECURES                 PRIMI NOSCERE




• OUTLINE
 – PREPARE A STATEMENT OF
   CHARGES
 – PREPARE A REPORT OF SURVEY
 – PREPARE AN ADMINISTRATIVE
   ADJUSTMENT REPORT
    SUPPLY ADJUSTMENT
       PROCECURES                         PRIMI NOSCERE




• TASK: PREPARE A STATEMENT OF CHARGES

• CONDITIONS: GIVEN A BLANK STATEMENT OF
  CHARGES, PROPERTY RECORDS, DOCUMENT
  REGISTER, AR 735-5, AND CURRENT FEDLOG

• STANDARDS: PREPARE A STATEMENT OF
  CHARGES WITHOUT LOSING ACCOUNTABILITY
  AND WITHOUT THE STATEMENT OF CHARGES
  BEING REJECTED BY THE RESPONSIBLE OFFICER.
 SUPPLY ADJUSTMENT
    PROCECURES                                   PRIMI NOSCERE




PREPARE A STATEMENT OF
 CHARGES
*DD FORM 362 Will be used when
 -individual admits liability and agrees to payroll
 deduction
 -the charge does not exceed monthly basic pay
 -there is not a mandatory requirement for either
 a report of survey or AR 15-6 investigation
  SUPPLY ADJUSTMENT
     PROCECURES                                 PRIMI NOSCERE




• PREPARE A STATEMENT OF
  CHARGES
 – Determine the property record involved using
   the current FEDLOG.
 – Complete DD FORM 362 in accordance with
   AR 735-5 (fig 12-5)in original and five copies.
 – Present DD 362 to individual for signature.
 – Present DD 362 to unit commander for
   signature.
 – Unit retains copy #5 in suspense file.
    SUPPLY ADJUSTMENT
       PROCECURES                               PRIMI NOSCERE




• PREPARE A STATEMENT OF CHARGES
 (cont)
  – Accountable officer assigns document number
    and keeps copy #4.
  – Individual charged is provided with copy #3.
  – Unit forwards to FAO under transmittal
    memorandum with receipt acknowledgement
    requested. FAO keeps copy #1. Copy #2 is
    returned to unit.
  – Unit destroys copy #5 (suspense copy) and files
    copy #2.
  SUPPLY ADJUSTMENT
     PROCECURES                           PRIMI NOSCERE




• PREPARE A STATEMENT OF
  CHARGES (cont)

 ~ you have 5 days from date of loss to
   furnish FAO with the statement of
   charges~
    SUPPLY ADJUSTMENT
       PROCECURES                          PRIMI NOSCERE




• TASK: PREPARE A REPORT OF SURVEY

• CONDITIONS: GIVEN A BLANK REPORT OF
  SURVEY, PROPERTY RECORDS, DOCUMENT
  REGISTER, AR 735-5, AND CURRENT FEDLOG

• STANDARDS: PREPARE A REPORT OF SURVEY
  WITHOUT LOSING ACCOUNTABILITY AND
  WITHOUT THE REPORT OF SURVEY BEING
  REJECTED BY THE RESPONSIBLE OFFICER.
  SUPPLY ADJUSTMENT
     PROCECURES                                           PRIMI NOSCERE




• PREPARE A REPORT OF SURVEY
 – PURPOSE
   • Account for lost, damaged or destroyed property
   • Serves as a voucher for adjusting property from
     accountable records
   • Assesses financial liability against an individual
   • Provides relief from financial liability
    SUPPLY ADJUSTMENT
       PROCECURES                                                      PRIMI NOSCERE




• PREPARE A REPORT OF SURVEY
  – Initiation
     • A report of survey will be initiated when:
         –   Negligence is suspected and individual does not admit liability
         –   Loss is discovered during a change of command
         –   Value exceeds the individuals monthly basic pay
         –   Total loss of petroleum (bulk) exceeds allowable loss for that
             product and the dollar value exceeds $500.00
         –   Loss involves a sensitive item
         –   Loss involves public funds
         –   Required by higher authority or other DA Regs
         –   Directed by an Inventory Adjustment Report approving authority
  SUPPLY ADJUSTMENT
     PROCECURES                                         PRIMI NOSCERE




• PREPARE A REPORT OF SURVEY
 – Initiator
    • Initiator will normally be the hand receipt holder or
      the accountable officer. When not available, the
      person with the most knowledge of the incident will
      serve as the initiator
   SUPPLY ADJUSTMENT
      PROCECURES                                                  PRIMI NOSCERE




• PREPARE A REPORT OF SURVEY
  – Time constraints
     • R/S must be presented to appointing authority within 15
       calendar days of the date of the discrepancy.
     • Total processing time will not exceed 75 days from the
       discovery of the loss to the date of the R/S approval.
     • Any delays will be explained in writing and attached to the R/S
       as an exhibit.
   SUPPLY ADJUSTMENT
      PROCECURES                                                PRIMI NOSCERE




• PREPARE A REPORT OF SURVEY
  – DA FORM 4697
    • Complete block 1 and blocks 3 through 12 IAW AR 735-5 CH
      13 and Fig. 13-3.
    • Prepare DA 4697 in original and six copies, include sworn
      statements typed or printed on DA 2823, if not available print
      word “CERTIFICATE” across the top of plain bond or ruled
      paper.
    • Forward to accountable officer for assignment of a document
      number
  SUPPLY ADJUSTMENT
     PROCECURES                                        PRIMI NOSCERE




• PREPARE A REPORT OF SURVEY
 – Accountable officer
   • Completes blocks 14, 15, and 16 assigning a
     document number
   • Forwards original and four copies to appointing
     authority or approving authority as appropriate
   • Retains copy #5
   • Returns copy #6 to the initiator
  SUPPLY ADJUSTMENT
     PROCECURES                                      PRIMI NOSCERE




• PREPARE A REPORT OF SURVEY
 – Approving authority
   • Reviews the report of survey / assigns survey
     number
   • Decides on a course of action
      –   (1) relief from responsibility
      –   (2) assessment of financial liability
      –   (3) appoint a survey officer
      –   (4) appoint an AR 15-6 investigation
  SUPPLY ADJUSTMENT
     PROCECURES                                      PRIMI NOSCERE




• PREPARE A REPORT OF SURVEY
 – Approving authority
   • Reviews the report of survey / assigns survey
     number
   • Decides on a course of action
      –   (1) relief from responsibility
      –   (2) assessment of financial liability
      –   (3) appoint a survey officer
      –   (4) appoint an AR 15-6 investigation
   SUPPLY ADJUSTMENT
      PROCECURES                                               PRIMI NOSCERE




• PREPARE A REPORT OF SURVEY
  – Survey officer
     • Determines the cause and value of the loss of property
       listed on a report of survey and to determine any
       assessment of financial liability within 30 calendar days of
       receipt
     • Appointing authority reviews the survey officers findings
       then concurs or non concurs
     • JAG determines legality
     • Based on JAG’s findings the individual is either relieved of
       responsibility or assessed with financial liability
   SUPPLY ADJUSTMENT
      PROCECURES                  PRIMI NOSCERE




• TASK: PREPARE AN ADMINISTRATIVE
  ADJUSTMENT REPORT
• CONDITIONS: GIVEN A BLANK AAR, AND
  AN IDENTIFIED DISCREPANCY IN THE
  PROPERTY BOOK RECORDS
• STANDARDS: PREPARE AN AAR WITHOUT
  THE REPORT BEING REJECTED BY THE
  RESPONSIBLE OFFICER.
   SUPPLY ADJUSTMENT
      PROCECURES                                               PRIMI NOSCERE




• PREPARE AN AAR
  – DA FORM 4949
    • used to correct discrepancies in makes, models or sizes
    • is only authorized when there is no gain or loss in
      government property
    • Will not be used to correct errors in serial numbers if there
      is a possibility of substitution
   SUPPLY ADJUSTMENT
      PROCECURES                                               PRIMI NOSCERE




• PREPARE AN AAR
    • PROCESSING THE DA 4949
       –   Prepare DA 4949 IAW DA PAM 710-2-1 CH4
       –   Commander sign and date AAR
       –   PBO assign a document number and posts to property book
       –   Update proper hand receipts and shortage annexes
       –   File the AAR in the supporting documents file
SUPPLY ADJUSTMENT
   PROCECURES       PRIMI NOSCERE




    QUESTIONS
    SUPPLY ADJUSTMENT
       PROCECURES                       PRIMI NOSCERE




SIGN IN SHEET
____NAME_______RANK________SECTION__
  ________________________________________
  ________________________________________
  ________________________________________
  ________________________________________
  ________________________________________
  ________________________________________
  ________________________________________
  ________________________________________
   SUPPLY ADJUSTMENT
      PROCECURES                        PRIMI NOSCERE




VISITOR SIGN IN SHEET
____NAME___RANK__SECTION__REMARKS
  ________________________________________
  ________________________________________
  ________________________________________
  ________________________________________
  ________________________________________
  ________________________________________
  ________________________________________
  ________________________________________

								
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