SUPPLY ADJUSTMENT PROCECURES PRIMARY INSTRUCTOR: SSG HARRIS REFERENCES: STP 10-92YI-SM STP...

SUPPLY ADJUSTMENT PROCECURES

• PRIMARY INSTRUCTOR: SSG HARRIS

• REFERENCES: STP 10-92YI-SM

STP 10-92Y24-SM-TG

AR 735-5

AR 710-2-1

PRIMI NOSCEREPRIMI NOSCERE


• OUTLINE– PREPARE A STATEMENT OF

CHARGES

– PREPARE A REPORT OF SURVEY

– PREPARE AN ADMINISTRATIVE ADJUSTMENT REPORT



• 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.



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



• 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.



• 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.



• PREPARE A STATEMENT OF CHARGES (cont)

~ you have 5 days from date of loss to furnish FAO with the statement of charges~



• 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.



• 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



• 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



• 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



• 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.



• 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



• 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



• 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



• 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



• 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.



• 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



• 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



QUESTIONS



SIGN IN SHEET

____NAME_______RANK________SECTION__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

________________________________



VISITOR SIGN IN SHEET

____NAME___RANK__SECTION__REMARKS________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

________________________________


SUPPLY ADJUSTMENT PROCECURES PRIMARY INSTRUCTOR: SSG HARRIS REFERENCES: STP 10-92YI-SM STP...

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