Equipment Management

Capital Accounting, also known as Capital Asset Management (CAM), oversees the administration of capitalized asset accounting. This includes accounting for equipment assets, plant assets, capital leases, and long-term debt.

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.

Functional Process Articles

Establishing Equipment Custodians

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.

PeopleSoft Asset Management

This guide explains the roles and responsibilities within the PeopleSoft Asset Management system at UCSF for Equipment Custodians, Authorized Delegates, and Curators.

Custodial Review of Capital Assets

This guide explains how Equipment Custodians or delegates review newly assigned assets in PeopleSoft Asset Management. It is important this process is completed as soon as possible after receiving notification of a newly assigned asset from Capital Asset Management (CAM).

Requesting Equipment Inventory Modifications

Campus Equipment Custodians use the Equipment Inventory Modification Request (EIMR) process to modify or dispose of inventory equipment assigned to their departments.

Performing Physical Verification of Capitalized Assets

This guide outlines the steps required to complete physical verification of all capitalized assets listed in the UCSF asset management database.

Accepting a Gift of a Capital Asset

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.

Claiming California Partial Sales and Use Tax Exemption

This guide describes how to determine if your purchase qualifies for a partial sales and use tax exemption.

Disposing or Transferring University Capital Equipment

This topic describes the rules and methods for the disposal of University capital equipment.

Equipment Management

Service Contacts

[email protected]

Service Level Expectation

  • Equipment Inventory Modification Request (EIMR): respond and/or post information within one business day of receipt
  • Property Tag Reissue Request: respond and/or post information within two business days of receipt