SUPPLY ADJUSTMENT PROCECURES

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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

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SUPPLY ADJUSTMENT PROCECURES

• OUTLINE
• PREPARE A STATEMENT OF CHARGES
• PREPARE A REPORT OF SURVEY
• PREPARE AN ADMINISTRATIVE ADJUSTMENT REPORT

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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.

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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

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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.

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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.

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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

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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.

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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

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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

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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

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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.

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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

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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

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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

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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

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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 JAGs findings the individual is either
  relieved of responsibility or assessed with
  financial liability

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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.

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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

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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

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SUPPLY ADJUSTMENT PROCECURES

• QUESTIONS

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SUPPLY ADJUSTMENT PROCECURES

• SIGN IN SHEET
• ____NAME_______RANK________SECTION________________
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SUPPLY ADJUSTMENT PROCECURES

• VISITOR SIGN IN SHEET
• ____NAME___RANK__SECTION__REMARKS_________________
  __________________________________________________
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