Movable Asset Management

1,062 views

Published on

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
1,062
On SlideShare
0
From Embeds
0
Number of Embeds
3
Actions
Shares
0
Downloads
10
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Movable Asset Management

  1. 1. Movable Asset Management Technical Knowledge + Skills Competency Cluster Legislative Environment Competency Title Legislative regulatory framework Competency Definition This is the ability to understand, interpret and apply relevant legislation, national policies, regulations, frameworks and guidelines Specific Knowledge Requirements Occupational Role 1 Occupational Role 2 Occupational Role 3 Occupational Role 4 Public Finance Management Act Requires a working knowledge Requires a working knowledge Requires a thorough knowledge Requires an expert knowledge with Applicable legislation on asset with a practical understanding to with a good understanding to be with an in-depth understanding to a comprehensive understanding to management be applied in straightforward applied in circumstances of limited be applied in complex be applied in highly complex Treasury Regulations circumstances complexity circumstances circumstances Provincial Treasury Instructions Government accounting policies, principles, and standards Economic Reporting Format Standard Chart of Accounts Skill Requirements The incumbent should be The incumbent should be The incumbent should be The incumbent should be able to: able to: able to: able to: perform movable asset check compliance to legislation and monitor compliance to legislation manage compliance to legislation management activities in national policies, regulations, and national policies, regulations, and national policies, regulations, accordance with relevant frameworks and guidelines frameworks and guidelines frameworks and guidelines legislation and policies, applicable to movable asset applicable to movable asset applicable to movable asset regulations, frameworks and management management management guidelines Thursday, March 11, 2010 Page 1 of 13
  2. 2. Competency Cluster Legislative Environment Competency Title Departmental policies and procedures Competency Definition This is the ability to develop and implement appropriate departmental policies and procedures Specific Knowledge Requirements Occupational Role 1 Occupational Role 2 Occupational Role 3 Occupational Role 4 Movable asset management policies and Requires a working knowledge Requires a working knowledge Requires a thorough knowledge Requires an expert knowledge with procedures with a practical understanding to with a good understanding to be with an in-depth understanding to a comprehensive understanding to Applicable delegations of authority be applied in straightforward applied in circumstances of limited be applied in complex be applied in highly complex Departmental asset management strategy circumstances complexity circumstances circumstances Skill Requirements The incumbent should be The incumbent should be The incumbent should be The incumbent should be able to: able to: able to: able to: implement movable asset supervise the implementation of develop and review movable asset analyse and manage movable asset management policies and the movable asset management management policies and management policies and procedures procedures policies and procedures procedures Competency Cluster Planning Competency Title Management of the movable asset management strategy Competency Definition This is the ability to manage the movable asset management strategy and to develop the movable asset management strategic plan Specific Knowledge Requirements Occupational Role 1 Occupational Role 2 Occupational Role 3 Occupational Role 4 Public Finance Management Act s27(3)(d); Requires a working knowledge Requires a working knowledge Requires a thorough knowledge Requires an expert knowledge with s28(1)(b) with a practical understanding to with a good understanding to be with an in-depth understanding to a comprehensive understanding to Treasury Regulations ch 5.2.2 (e) (g); be applied in straightforward applied in circumstances of limited be applied in complex be applied in highly complex 16A7.1; 16A7.6; 16A7.7 circumstances complexity circumstances circumstances Strategic and annual performance plan Economic Reporting Format Standard Chart of Accounts Skill Requirements The incumbent should be The incumbent should be The incumbent should be The incumbent should be able to: able to: able to: able to: implement and provide input to supervise the implementation of coordinate and review line analyse and manage these inputs to the asset management strategic and provide input to the asset functionary input from budget draft the movable asset plan with regard to movable management strategic plan with statements (ENE), the management strategic plan assets, its service potential, regard to movable assets, its departmental strategic plan and replacement thereof, surplus service potential, replacement operational/performance plans to movable assets and acquisitions thereof, surplus movable assets inform the movable asset and acquisitions management strategic plan Thursday, March 11, 2010 Page 2 of 13
  3. 3. Competency Cluster Planning Competency Title Management of the movable asset management strategy Competency Definition This is the ability to manage the movable asset management strategy and to develop the movable asset management strategic plan assist in the preparation of a listing prepare a listing of movable assets consolidate the reports in respect manage the reports in respect of of movable assets that require to that require to be purchased or of the service potential of existing service potential of existing and be purchased or leased to meet leased to meet the service delivery and surplus movable assets, and surplus movable assets and manage the service delivery targets of the targets of the programme build a database for new movable the database for new movable asset programme asset requirements requirements prepare proposals and projections review and update the proposals manage the proposals and to inform the movable asset and projections to inform the projections to inform the movable management strategic plan movable asset management asset management strategic plan strategic plan complete the movable asset manage the movable asset management strategic plan management strategic plan Competency Cluster Movable Asset Acquisition Competency Title Performance and management of the movable asset acquisition process Competency Definition This is the ability to process and record the movable asset acquisition (by purchase or donation to the department), ensuring accuracy and classification Specific Knowledge Requirements Occupational Role 1 Occupational Role 2 Occupational Role 3 Occupational Role 4 Treasury Regulations ch 21.2, 21.4 Requires a working knowledge Requires a working knowledge Requires a thorough knowledge Requires an expert knowledge with Classification of assets per movable asset with a practical understanding to with a good understanding to be with an in-depth understanding to a comprehensive understanding to management framework be applied in straightforward applied in circumstances of limited be applied in complex be applied in highly complex Economic Reporting Format circumstances complexity circumstances circumstances Warranties Asset management forms Skill Requirements The incumbent should be The incumbent should be The incumbent should be The incumbent should be able to: able to: able to: able to: perform the movable asset supervise and review the movable monitor the movable asset manage the process of recording recording process for identification asset recording process for the recording process for the and accounting of movable assets and accounting purposes on identification and accounting of identification and accounting of receipt of the asset and forward assets and the forwarding of the assets and the forwarding of the goods received note/invoice to goods received note/invoice to goods received note/invoice to finance for payment finance for payment finance for payment Thursday, March 11, 2010 Page 3 of 13
  4. 4. Competency Cluster Movable Asset Acquisition Competency Title Performance and management of the movable asset acquisition process Competency Definition This is the ability to process and record the movable asset acquisition (by purchase or donation to the department), ensuring accuracy and classification investigate and report annually on review annual report of monitor annual report of manage annual report for underutilised, unutilised and over underutilised, unutilised and over underutilised, unutilised and over underutilised, unutilised and over utilised movable assets utilised movable assets utilised movable assets utilised movable assets validate the movable asset supervise the validation of the evaluate the merits of the request manage the requisition and requisition for accuracy and requisition forms and investigate and initiate the purchase of initiation processes for purchase of completeness and investigate the the availability of unutilised movable assets and/or refer to movable assets for submission to availability of unutilised movable movable assets delegated authority for technical the relevant delegated authority assets movable assets (buy vs lease) Competency Cluster Internal Transfer Competency Title Performance and management of the movable asset internal transfer process Competency Definition This is the ability to perform and manage the movable asset internal transfer process Specific Knowledge Requirements Occupational Role 1 Occupational Role 2 Occupational Role 3 Occupational Role 4 Public Finance Management Act s38(1)(d) Requires a working knowledge Requires a working knowledge Requires a thorough knowledge Requires an expert knowledge with Supply chain management policies and with a practical understanding to with a good understanding to be with an in-depth understanding to a comprehensive understanding to procedures be applied in straightforward applied in circumstances of limited be applied in complex be applied in highly complex Applicable delegations circumstances complexity circumstances circumstances Asset management forms as per policies and procedures Skill Requirements The incumbent should be The incumbent should be The incumbent should be The incumbent should be able to: able to: able to: able to: perform a validation on the supervise the validation process monitor the internal transfer of manage and authorise the internal movable asset transfer form for and review the request of the movable assets transfer of movable assets internal transfer in terms of movable asset transfer form for accuracy and completeness and internal transfers validity of signature compile a monthly report on the supervise the compilation of a review the monthly reports on the manage quarterly and annual internal transfer of movable assets monthly report on the internal internal transfer of movable assets internal transfer reports transfer of movable assets Thursday, March 11, 2010 Page 4 of 13
  5. 5. Competency Cluster Internal Transfer Competency Title Performance and management of the movable asset internal transfer process Competency Definition This is the ability to perform and manage the movable asset internal transfer process arrange for the movable asset to manage the physical internal be transferred either in-house or transfer of movable assets by use of contractors and monitor the physical internal transfer maintain the movable asset register supervise and approve movable monitor and manage the movable asset register updates in respect of asset register updates in respect internal transfer of assets to internal transfer of assets Competency Cluster External Transfer Competency Title Performance and management of the movable asset external transfer process Competency Definition This is the ability to perform and manage the movable asset external transfer process to and from departments Specific Knowledge Requirements Occupational Role 1 Occupational Role 2 Occupational Role 3 Occupational Role 4 Public Finance Management Act s38(1)(d); Requires a working knowledge Requires a working knowledge Requires a thorough knowledge Requires an expert knowledge with s42 with a practical understanding to with a good understanding to be with an in-depth understanding to a comprehensive understanding to Treasury Regulations ch 16A7.2 be applied in straightforward applied in circumstances of limited be applied in complex be applied in highly complex Asset management forms as per policies circumstances complexity circumstances circumstances and procedures Skill Requirements The incumbent should be The incumbent should be The incumbent should be The incumbent should be able to: able to: able to: able to: compile the documentation for the supervise the compilation of the engage with the recipient or manage the process of external external transfer of movable assets documentation for the external donor concerning the external transfer of movable assets to or to or from the department transfer of movable assets to or transfer of movable assets from the department from the department arrange for the movable asset to prepare the notification to the manage the notification to the be transferred either in-house or relevant authority in respect of relevant authority in respect of the by use of contractors the transfer of movable assets to transfer of movable assets to or or from the department from the department Thursday, March 11, 2010 Page 5 of 13
  6. 6. Competency Cluster External Transfer Competency Title Performance and management of the movable asset external transfer process Competency Definition This is the ability to perform and manage the movable asset external transfer process to and from departments perform a physical verification and supervise the physical verification monitor the physical verification manage the physical verification and transfer process on assets and transfer process on assets and transfer process on assets transfer process on assets externally externally transferred to and from externally transferred to and from externally transferred to and from transferred to and from departments departments departments according to the departments according to the approvals approvals maintain the movable asset supervise and approve movable monitor the movable asset manage the movable asset register register in respect of transfer to or asset register updates in respect of register updates in respect of through periodic reviews ensuring from the department transfer to and from the transfer to and from departments transfers of movable assets have department been properly accounted for Competency Cluster Physical Verification Competency Title Performance and management of the movable asset physical verification process Competency Definition This is the ability to perform and manage the movable asset physical verification process Specific Knowledge Requirements Occupational Role 1 Occupational Role 2 Occupational Role 3 Occupational Role 4 Public Finance Management Act s38(1)(d) Requires a working knowledge Requires a working knowledge Requires a thorough knowledge Requires an expert knowledge with Audit plan for the physical verification of with a practical understanding to with a good understanding to be with an in-depth understanding to a comprehensive understanding to movable assets be applied in straightforward applied in circumstances of limited be applied in complex be applied in highly complex circumstances complexity circumstances circumstances Skill Requirements The incumbent should be The incumbent should be The incumbent should be The incumbent should be able to: able to: able to: able to: provide input to the movable asset compile the movable asset audit review the movable asset audit manage and approve the movable audit plan plan plan and/or update the prior year asset audit plan audit plan, and approve commencement of the movable asset audit perform a movable asset audit as supervise and report on the monitor and report on the evaluate and manage the progress per the movable asset audit plan movable asset audit as per the movable asset audit as per the of the movable asset audit and movable asset management movable asset audit plan movable asset audit plan policies and procedures Thursday, March 11, 2010 Page 6 of 13
  7. 7. Competency Cluster Physical Verification Competency Title Performance and management of the movable asset physical verification process Competency Definition This is the ability to perform and manage the movable asset physical verification process report on movable asset analyse movable asset audit review movable asset audit manage the periodic reporting exceptions, and prepare the reports and exception reports reports and exception reports and process and approve movable asset necessary correcting transactions ensuring all exceptions are resolve any discrepancies and audit exception reports ensuring (missing, obsolete, damaged, investigated and corrected problem areas that all exceptions are cleared wrong location, unused etc.) Competency Cluster Disposal Competency Title Identification of movable assets to be disposed of and management of the disposal process Competency Definition This is the ability to identify and manage the process for movable assets that are to be disposed by means of sale or donation (excluding transfers) Specific Knowledge Requirements Occupational Role 1 Occupational Role 2 Occupational Role 3 Occupational Role 4 Public Finance Management Act s38(1)(d) Requires a working knowledge Requires a working knowledge Requires a thorough knowledge Requires an expert knowledge with Treasury Regulations ch 16A7.1; 16A7.6; with a practical understanding to with a good understanding to be with an in-depth understanding to a comprehensive understanding to 16A7.7 be applied in straightforward applied in circumstances of limited be applied in complex be applied in highly complex Disposal plan for movable assets circumstances complexity circumstances circumstances Asset management forms as per policies and procedures Skill Requirements The incumbent should be The incumbent should be The incumbent should be The incumbent should be able to: able to: able to: able to: identify movable assets for supervise the identification process monitor the preparation process manage the evaluation of the disposal and inspect movable and report on for the disposal of movable assets disposal plan ensuring its assets per report to confirm expired/obsolete/damaged and initiate disposal (per disposal submission to the relevant existence and condition of the movable assets scheduled for plan) for submission to the delegated authority for the disposal assets. disposal delegated authority for approval of movable assets negotiate with the buyer regarding the sale of movable assets to inform the disposal plan compile disposal list liaise with SCM officers in respect supervise the logistical manage the logistical arrangements of the logistics relating to the arrangements for the disposal of for the disposal of movable assets disposal of movable assets and movable assets according to the according to the disposal committee prepare submission for approval delegation of authority Thursday, March 11, 2010 Page 7 of 13
  8. 8. Competency Cluster Disposal Competency Title Identification of movable assets to be disposed of and management of the disposal process Competency Definition This is the ability to identify and manage the process for movable assets that are to be disposed by means of sale or donation (excluding transfers) record and perform the disposal of supervise the recording and monitor the recording and synergise the movable assets movable assets according to disposal process and report as per disposal process and report as per disposal process according to the approved disposal plan the approved disposal plan the approved disposal plan approved disposal plan prepare the bi-annual/ annual manage the bi-annual/annual disposal of movable asset report reporting arrangements on the per disposal plans disposal of movable assets in accordance with disposal plans liaise on the receipt of monies for verify the receipt of monies for the sale of movable assets the sale of movable assets advise on and monitor the recording of the sale of movable assets in the financial system Thursday, March 11, 2010 Page 8 of 13
  9. 9. Competency Cluster Maintenance Competency Title Initiation and management of the movable assets maintenance process Competency Definition This the ability to initiate and manage the movable assets maintenance process Specific Knowledge Requirements Occupational Role 1 Occupational Role 2 Occupational Role 3 Occupational Role 4 Public Finance Management Act s38(1)(d) Requires a working knowledge Requires a working knowledge Requires a thorough knowledge Requires an expert knowledge with Annual maintenance plan for movable with a practical understanding to with a good understanding to be with an in-depth understanding to a comprehensive understanding to assets be applied in straightforward applied in circumstances of limited be applied in complex be applied in highly complex Asset management forms as per policies circumstances complexity circumstances circumstances and procedures Skill Requirements The incumbent should be The incumbent should be The incumbent should be The incumbent should be able to: able to: able to: able to: identify movable assets for schedule feasibility inspections and manage the maintenance of oversee the maintenance of maintenance (expired, obsolete, prepare maintenance proposal for movable assets and the mode of movable assets and mode of damaged, useful life, etc.), assets identified through the audit, maintenance including current maintenance including warranties whether routine or through and routine maintenance warranties, according to according to delegation of authority movable asset audit, and delegation of authority determine current warranties initiate and facilitate the supervise and report on the review and report on content of manage quarterly and annual maintenance process of movable maintenance of movable assets monthly reports from maintenance process assets including following up outstanding maintenance technicians/ movable assets that have been contractors sent out to be maintained capture transfer (sent for review and sign off completion monitor and review the cost manage and report on the cost maintenance) and return of documentation of maintenance of effectiveness of departmental effectiveness of departmental movable asset on movable asset movable assets maintenance activities, processes maintenance activities, processes register and policies and policies compile action plan for continued manage the action plan for maintenance or cessation of assets continued maintenance or cessation of assets Thursday, March 11, 2010 Page 9 of 13
  10. 10. Competency Cluster Leasing Competency Title Performance and management of the leasing process for movable assets Competency Definition This is the ability to perform and manage the leasing process for movable assets Specific Knowledge Requirements Occupational Role 1 Occupational Role 2 Occupational Role 3 Occupational Role 4 PFMA s66(1); s67 Requires a working knowledge Requires a working knowledge Requires a thorough knowledge Requires an expert knowledge with Treasury Regulations ch 13.2 with a practical understanding to with a good understanding to be with an in-depth understanding to a comprehensive understanding to Lease contracts be applied in straightforward applied in circumstances of limited be applied in complex be applied in highly complex Maintenance contracts circumstances complexity circumstances circumstances Applicable asset management forms Types of leases Total life cycle costing Skill Requirements The incumbent should be The incumbent should be The incumbent should be The incumbent should be able to: able to: able to: able to: validate the requisition for review the requisition for movable evaluate the merits of the request provide guidance to programme movable leased assets for accuracy leased assets, and investigate over and initiate the leasing of movablemanagers on the cost effectiveness and completeness. utilisation or availability of under assets (operating vs finance lease;of leasing options available, and utilised or unutilised movable underutilised, unutilised or over review requisitions and initiation of assets and movable leased assets utilised movable assets) leasing of movable assets for submission to the relevant authority perform the movable leased asset supervise and review the movable monitor the movable leased asset manage the lease maintenance recording process for identification leased asset recording process for recording process for the recording process and accounting purposes with the identification and accounting identification and accounting for receipt of the asset (leased asset for the received asset the received asset register) investigate and report annually on review annual report of review annual report of underutilised, unutilised and over underutilised, unutilised and over underutilised, unutilised and over utilised movable leased assets utilised movable leased assets. utilised movable leased assets, including expiring contracts and develop action plan develop an action plan for under implement action plan for manage action plan for utilsed, unutilised and over utilised underutilised, unutilised and over underutilised, unutilised and over movable leased assets utilised movable leased assets utilised leased assets Thursday, March 11, 2010 Page 10 of 13
  11. 11. Competency Cluster Safeguarding Competency Title Facilitation and management of the safeguarding of movable assets Competency Definition This the ability to facilitate the safeguarding of movable assets against theft, mismanagement and damage Specific Knowledge Requirements Occupational Role 1 Occupational Role 2 Occupational Role 3 Occupational Role 4 Public Finance Management Act s38(1)(d) Requires a working knowledge Requires a working knowledge Requires a thorough knowledge Requires an expert knowledge with Treasury Regulations Ch 10.1.1 (a) with a practical understanding to with a good understanding to be with an in-depth understanding to a comprehensive understanding to Applicable occupational health and safety be applied in straightforward applied in circumstances of limited be applied in complex be applied in highly complex regulations circumstances complexity circumstances circumstances Skill Requirements The incumbent should be The incumbent should be The incumbent should be The incumbent should be able to: able to: able to: able to: assist in assessing the security of assess the security of the review report on assessment of manage the creation of a security the environment environment and prepare report the security of the environment plan in respect of movable assets on findings and make recommendations assist in the implementation of the monitor compliance with the evaluate and report on the manage the implementation of the security plan in respect of movable implementation of the security implementation of the security security plan in respect of movable assets plan in respect of movable assets plan in respect of movable assets assets Thursday, March 11, 2010 Page 11 of 13
  12. 12. Competency Cluster Theft and Losses Competency Title Facilitation of the recording of the theft, loss, damage or mismanagement of movable assets Competency Definition This is the ability to facilitate the recording of the theft, loss, damage or mismanagement of movable assets Specific Knowledge Requirements Occupational Role 1 Occupational Role 2 Occupational Role 3 Occupational Role 4 Public Finance Management Act Requires a working knowledge Requires a working knowledge Requires a thorough knowledge Requires an expert knowledge with s38(1)(c)(ii); s40(2)(b) with a practical understanding to with a good understanding to be with an in-depth understanding to a comprehensive understanding to Treasury Regulations Ch 10.1.1 (a); 12; be applied in straightforward applied in circumstances of limited be applied in complex be applied in highly complex 28.2.1 circumstances complexity circumstances circumstances Loss control policies and procedures Skill Requirements The incumbent should be The incumbent should be The incumbent should be The incumbent should be able to: able to: able to: able to: record the theft, loss, damage or supervise the updating of the review and monitor reports of oversee and report on theft, loss, mismanagement of the movable movable asset register movable assets subject to theft, damage or mismanagement of asset on the asset register loss, damage or mismanagement movable assets to the relevant authority monitor and report on whether prepare reports on movable manage information disclosure movable assets cases subject to assets subject to theft, loss, process on movable assets subject theft, loss, damage or damage or mismanagement for to theft, loss, damage or mismanagement have been recording in the annual financial mismanagement in the annual resolved statements financial statements Thursday, March 11, 2010 Page 12 of 13
  13. 13. Competency Cluster System Maintenance Competency Title Maintenance of the movable asset register Competency Definition This is the ability to maintain the movable asset register Specific Knowledge Requirements Occupational Role 1 Occupational Role 2 Occupational Role 3 Occupational Role 4 Treasury Regulations Ch 10.1.2 Requires a working knowledge Requires a thorough knowledge Requires an expert knowledge with Annual Financial Statement template with a good understanding to be with an in-depth understanding to a comprehensive understanding to Information technology disaster recovery applied in circumstances of limited be applied in complex be applied in highly complex plan complexity circumstances circumstances Economic Reporting Format Standard Chart of Accounts Skill Requirements The incumbent should be The incumbent should be The incumbent should be The incumbent should be able to: able to: able to: able to: maintain master files in authorise creation and manage the maintenance of the compliance with minimum maintenance of master files in movable asset management register requirements of movable asset compliance with minimum register requirements of movable asset register resolve discrepancies and prepare certify the correction journal and correction journal entries with review update of movable asset regard to movable assets and register update movable asset register accordingly facilitate monthly and annual review monthly reconciliations manage the monthly and annual government accounting system between the accounting system movable asset reconciliations movable asset register and the movable asset register reconciliation and facilitate the resolution of discrepancies prepare information on movable verify and validate information on assets for disclosure in the annual movable assets for disclosure in the financial statements annual financial statements Thursday, March 11, 2010 Page 13 of 13

×