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Supply Adjustment Procedures

PREPARE A STATEMENT OF CHARGES, PREPARE A REPORT OF SURVEY, PREPARE AN ADMINISTRATIVE ADJUSTMENT REPORT

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SUPPLY ADJUSTMENT PROCECURES

PRIMARY INSTRUCTOR: SSG HARRIS

REFERENCES: STP 10-92YI-SM

STP 10-92Y24-SM-TG

AR 735-5

AR 710-2-1

SUPPLY ADJUSTMENT PROCECURES

OUTLINE

PREPARE A STATEMENT OF CHARGES

PREPARE A REPORT OF SURVEY

PREPARE AN ADMINISTRATIVE ADJUSTMENT REPORT

SUPPLY ADJUSTMENT PROCECURES

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

QUESTIONS

SUPPLY ADJUSTMENT PROCECURES