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How to Handle Inventorial Equipment Acquired as a Loan
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Summary: Follow the steps on this page to to record inventorial equipment you are receiving on loan from another department, UC campus, or outside agency.
UCSD has two types of equipment:
- Inventorial equipment has an acquisition cost of $5,000 or more and must be tracked as property through EAMS (Equipment Asset Management System) and through UCSD’s financial system.
- Non-inventorial equipment has an acquisition cost of $1,500-$4,999 and must be tracked only through the financial system, not through EAMS.
For more information on equipment, see Equipment Management Basics.
In the right place? If you are loaning inventorial equipment to another department, UC campus, or outside agency, see How to Loan Equipment. |
| What to do |
How to do it |
| 1 |
Complete the Equipment Inventory Modification Request (EIMR). |
- Check the LOAN box in the Transaction Type section of the EIMR. Complete the FROM and TO sections, and the Equipment Identification Section.
- Have the EIMR signed by the loaning and accepting parties.
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| 2 |
Send the EIMR to Equipment Management. |
- Send the original and a copy of the EIMR to Equipment Management, Mail Code 0953, or via U.S. mail to UCSD Equipment Management,
9500 Gilman Drive – 0953,
La Jolla, CA 92093-0953.
Note: Be sure both the loaning and accepting parties have signed the EIMR.
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| 3 |
Receive and affix UCID tags, if necessary. |
- If the loan is from an outside agency:
- Equipment Management will create UCID tags and forward them to you, along with the Asset Locator Report form.
- Affix the tags by placing them on the front surface of the equipment.
- Complete and return the Asset Locator Report form to Equipment Management, Mail Code 0953.
Note: If the equipment is on loan from another department or UC campus, it will already have tags affixed to it.
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Confirm that the equipment has been added to your inventory.
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- Check EAMS to see that the equipment's record has been added to your inventory.
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Questions? Contact Bessie Douglas, (858) 534-2847, or Steve Ste. Marie, (858) 534-4638. |
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