Supply Adjustment Procedures

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PRIMARY INSTRUCTOR: SSG HARRIS

REFERENCES: STP 10-92YI-SM

STP 10-92Y24-SM-TG

AR 735-5

AR 710-2-1

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.

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

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

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

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.

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

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

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.

Will not be used to correct errors in serial numbers if there is a possibility of substitution

File the AAR in the supporting documents file