Overview
The process of managing individual assets in PeopleSoft Asset Management is the responsibility of individual Equipment Custodians. The following topics provide the necessary information and resources to help Equipment Custodians, Custodial Delegates, and Curators perform the required actions to manage their assigned equipment.
Key Topics
Review the topics below for guidance on specific business procedures.
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Establishing Equipment Custodians
Overview
This guide outlines the steps to establish an Equipment Custodian, including required training resources to become familiar with the acquisition, use, upkeep, tracking, and disposition of capitalized assets.
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PeopleSoft Asset Management
Overview
This guide explains the roles and responsibilities within the PeopleSoft Asset Management system at UCSF for Equipment Custodians, Authorized Delegates, and Curators.
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Custodial Review of Capital Assets
Overview
This guide explains how Equipment Custodians or delegates review newly assigned assets in PeopleSoft Asset Management.
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Requesting Equipment Inventory Modifications
Overview
Campus Equipment Custodians use the Equipment Inventory Modification Request (EIMR) process to modify or dispose of inventory equipment assigned to their departments.
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Performing Physical Verification of Capitalized Assets
Overview
This guide outlines the steps required to complete physical verification of all capitalized assets listed in the UCSF asset management database.
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Accepting a Gift of a Capital Asset
Overview
This guide outlines the considerations and steps for submitting an Equipment Inventory Modification Request Form to record a gift of equipment as a capital asset.
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Claiming California Partial Sales and Use Tax Exemption
Overview
This guide describes how to determine if your purchase qualifies for a partial sales and use tax exemption.
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Disposing or Transferring University Capital Equipment
Overview
This topic describes the rules and methods for the disposal of University capital equipment.