Annual Work Plan for Asset Management 1
1. system: establish and improve the company's production-related fixed fund management system, supervise all project departments and asset management units to establish machinery management systems at all levels, formulate and implement machinery management responsibility systems at all levels, and improve crane management systems and record data.
2. Purchase of fixed assets:
In strict accordance with the "Productive Fixed Assets Purchase Plan for 20-2000" approved years ago, the assets applied by the asset management unit shall be audited, and the planned and unplanned purchases shall be made clear. For unplanned procurement, the reason, scheme and use plan of the procurement must be explained; The Engineering Management Department is responsible for organizing procurement, and organizing the mechanical managers, technicians and mechanics of the asset management unit to participate in the technical demonstration and selection of equipment and the demonstration of contract contents; The comparative analysis report shall be prepared in detail for purchasing hoisting machinery, and the analysis of candidate manufacturers, comparison of mechanical specifications and models, and comparative analysis of mechanical performance shall be made clear. It is not allowed to purchase mechanical products or outdated products that are explicitly prohibited by the state.
3, the acceptance of fixed assets:
The data filled in by the asset management unit at the time of asset purchase and acceptance needs to be improved. During the 20-year period, it is necessary to focus on reviewing the data filled in the acceptance form to ensure the integrity of the reported information.
4. Booking for the purchase of fixed assets: It takes a long time for a professional company to book an application for the purchase of assets after approval, and some professional companies can only report it to the company for bookkeeping after half a year. During the 20-year period, professional companies should be required to make reimbursement in strict accordance with the time limit stipulated in the manual, and those who fail to make reimbursement within the time limit should be seriously assessed.
5. Inspection of machinery and equipment: the mechanical equipment of the project department needs to be inspected when entering the site. In 20-20 years, it is necessary to focus on checking the legacy materials of mechanical equipment in the project department and strictly close the entrance. And mechanical equipment use account.
6. Asset transfer management: When transferring assets between asset management companies, it is necessary to handle a "mechanical equipment transfer form" to specify the transfer-in and transfer-out units, and the domestic project department is not allowed to transfer productive fixed assets, and must specify the matters needing attention in transfer.
7. Machinery leasing: strictly review the machinery leasing information and strictly control the performance, qualification, inspection and other information of the leased machinery. Clarify the whereabouts and management responsibilities of leased machinery. The asset management unit shall not lend or lease the company's own mechanical equipment to other units for use without authorization. In the accounts submitted to the engineering management department, the information of renting and renting equipment should be clearly specified.
8. Repair: Manage the repair work according to the requirements of overhaul and compulsory repair in the manual.
9. Monthly statement of fixed assets: In the statements submitted by the mechanical management specialists of various professional companies to the engineering management department, there are many repetitive items. In the first half of 2000-2005, the statements of professional companies will be reorganized, the items will be sorted according to the requirements of the group company, and the scope of data will be clearly defined. The special equipment account should be strictly audited to ensure the authenticity and validity of the reported data. Professional companies and project departments are required to report on time every month according to the time required by the manual.
10. Fixed assets management system: At present, the company's fixed assets management system is the simultaneous use of em is system and internal accounting system, which is cumbersome and not suitable for the existing management mode. In 2000, we will fully cooperate with the company to establish a new fixed assets management system and standardize the company's fixed assets management model.
1 1. Scrapping, disposal and write-off: due to defects in the company's fixed asset management software, the accounts disposed by the company cannot be properly handled in time. In 20-2000, it is necessary to discuss the accounting treatment method of the company's disposal of assets and determine a reasonable treatment plan.
12. Inspection: During the 20-year period, it is necessary to increase the frequency of spot checks on the project department to ensure the safety of the use of hoisting machinery and small and medium-sized tools on site.
Work plan for the second year of asset management
The asset management work plan for 2008 is strengthened around three aspects: 1. Establish and implement the "two" examination and approval system. 2. Find out the assets of the group. 3. Control quantity and quality.
1. Determine and improve various rules and regulations, processes and job responsibilities of asset managers.
2. Complete the registration of asset managers in each company in April, determine all the information of asset managers, distribute all the rules and regulations, responsibilities and processes of asset management, unify the caliber and standards of all operations, organize simple training for managers, implement post responsibility system, and enhance their sense of responsibility.
3. Do a good job of group assets inventory, and urge the administrators to do related work, so that the accounts and materials are consistent, and the responsibility for asset management lies with people. Establish a detailed registration of the assets belonging to the company, mainly recording the name, specification, quantity, condition, price, person in charge, storage location, etc. of the assets, and identify the fixed assets of more than 2,000 yuan, and the responsibility shall be implemented to the person who uses them and manages them.
4. Improve the comprehensiveness of asset maintenance of company managers. The company should do a good job in maintaining the mechanical equipment and transportation tools used by the company, and regularly maintain and record the equipment. All kinds of equipment operators should hold relevant certificates according to the situation. The company should also strengthen the maintenance of open-air mechanical equipment and bulk turnover materials, do a good job of moisture-proof, sun protection and rain protection, and improve the utilization rate of equipment. The Group organizes a joint inspection once a year.
5. Carefully check the approval of the assets to be purchased, carefully check the annual procurement plan and unplanned procurement submitted by each company, and strictly follow the group material procurement process after approval by the President; The assets purchased by bidding will participate in the whole process together with the regulatory auditors to ensure the openness, fairness and transparency of the bidding process.
6. Do a good job in the annual inventory and verification of assets. Inventory the assets of the group and companies once a year or at any time according to the situation in conjunction with the Finance Department. Find out the causes of asset surplus or deficit, and the responsible asset manager will write a written report and report it to the group president.
7. Do a good job of acceptance and registration of new assets. For the newly purchased assets of the Group and each company, organize the asset manager of the employing unit to conduct acceptance, confirm whether the contents of the purchase contract are in conformity with the physical objects, register the physical objects after acceptance, and return the unqualified materials by the buyer.
8. Check the company's implementation of the approval procedures for asset purchase and disposal, report the handling opinions of the General Department to the President, and deal with the units and individuals who purchase and dispose of assets without asking.
9. The irretrievable scrapped assets submitted by the company shall be audited and confirmed on site, and can be scrapped only after being reported to the President for approval.
10. At the end of the year, organize asset managers of various companies to make an annual summary of their work, optimize and integrate good working methods, suggestions and opinions with the original rules and regulations, and put an end to bad and unreasonable working methods.
Work plan for the third year of asset management
In 20-2000, the party and government work in the school will focus on the central task of "building a high-level, distinctive and innovative professional elite school" and five key tasks, such as "professional construction project, five-oriented quality improvement project, enrollment and employment, innovation and entrepreneurship education for college students, and smart campus construction", and carry out the study and education activities of "learning party constitution party rules, learning a series of speeches, and becoming a qualified party member". As the functional department responsible for the asset management and bidding of the whole school, the Equipment Asset Management Office should carefully analyze the new situation and new tasks facing the development of the school, enhance the sense of opportunity and crisis, closely focus on the guiding ideology and main tasks of the school, take more effective measures and positive actions, and do a good job in the education and teaching guarantee of the school.
I. Guiding ideology
The guiding ideology of department work in 2000 is to closely focus on the five key tasks of the college and implement the specific work objectives of the department. Strengthen asset management and improve the information level of asset management; Explore the performance evaluation of newly-built laboratory construction projects with more than 200,000 yuan; Explore the binding mechanism of office furniture; Improve the bidding safety service and information service level.
Two. Work objectives and contents (I) Overall objectives
Further strengthen the standardization, informatization and performance management of assets. Establish a laboratory project construction process management information system; Complete the performance evaluation of more than 200,000 new laboratory teaching and research instruments and equipment; Complete the inventory of fixed assets and report the disposal materials to ensure that the satisfaction rate of employees on fixed assets management reaches 90%.
Further improve the safety service and information service ability of bidding. The procurement saving rate of competitive negotiation through public bidding is ≥ 15%, the one-time success rate of bidding is ≥95%, the completion rate of procurement projects is 100%, the qualified rate of projects is 100%, the effective complaint rate of bidding is less than 2%, and the service is zero.
(2) Main work
1, strengthen theoretical and business learning, and improve management and business level.
Constantly update and learn the management methods of government procurement, actively contact and learn the good practices of other schools in procurement bidding, and better guide the bidding work of our school.
Implement the project of "Research and Practice on Process Management of Experimental (Training) Room Construction Project" of Laboratory Research Association of Jiangsu Higher Education Society, and establish a set of process management information system of experimental (training) room construction project.
2. Strengthen asset management and evaluate the efficiency of asset use.
Continue to do a good job in the performance evaluation of fixed assets in newly built laboratories with more than 200,000 people, and constantly sum up experience. Comply with the construction of smart campus, deepen the informatization level of asset management, complete the docking of asset management system and campus network, realize unified identity authentication with campus network, and push asset information to campus network.
3. Further do a good job in procurement, deeply participate in procurement argumentation and market research, actively participate in procurement argumentation and market research, scientifically and reasonably formulate procurement methods, do a good job in bidding preparation review, formulate scientific and reasonable bid evaluation methods, and do a good job in bidder qualification review. Absorb more technical experts inside and outside the school to participate in the review of bidding documents and the technical check of the bid opening process. Adapt to the needs of modern procurement, shorten the procurement cycle, and do a good job in the procurement of online shopping malls in our school relying on "Jiangsu Provincial Government Procurement Online Shopping Mall".
4, standardize and conscientiously do a good job in asset inventory and asset disposal.
Standardize and conscientiously do a good job in the normalization of asset inventory, and do a good job in the' reporting' of asset disposal in strict accordance with regulations. Write the asset inventory report, analyze the current situation of asset use, and provide data support for the decision-making of asset procurement leaders.
5. Further strengthen file management and contract management.
In strict accordance with the filing requirements of departmental archives, file documents, strictly collect warehousing documents and materials, and check warehousing audit. Pay off the balance of equipment and ensure the asset warehousing rate 100%. Do a good job in the timely management and standardized filing of data.
6, advocate administrative economy, strengthen the construction of a clean government.
In the procurement process, in-depth market research, grasp the latest market information, and make clear the maximum price before bid opening to prevent bidders from winning the bid with high quotation. When formulating the tender documents, it is necessary to clarify the acceptance criteria, strengthen the interactive acceptance management of assets, and prevent the difference between the goods and the tender target, which will cause hidden economic losses to the school. Collect market information to guide prices and qualified suppliers, and provide guidance prices for departmental procurement; Equipment warehousing acceptance, strictly supervise the warehousing procedures for sporadic procurement. Strengthen confidentiality measures and do not disclose any information that may affect fair competition in bidding. Vigorously advocate saving in the department, starting with saving a drop of water, saving a piece of paper, saving one-degree electricity and saving one yuan phone bill, and form a good habit of saving.
Strengthen honesty and anti-corruption education, strengthen warning education, and ensure the healthy and orderly development of departmental work.
Work Plan for the 4th Year of Asset Management
Fixed assets management implementation plan In order to strengthen the management of fixed assets in the school and follow the principles of rational use, elimination of losses and reduction of waste, it is decided that our school will conduct an inventory of fixed assets in the near future, and the relevant matters are planned as follows.
First, the establishment of fixed assets inventory leading group, clear responsibility.
Asset management is the responsibility system of department heads, who should seriously organize and implement the annual fixed assets inventory. The principal is the first person in charge of asset management, the grade leader is responsible for the management of office supplies, teaching supplies and other items in the grade group, the office desks, chairs, computers and other items in the teacher's office are managed by the designated person in charge, and the class teacher is responsible for the classroom. Fixed assets of each room are managed by the person in charge of the room. Personnel changes or transferred from school, according to the provisions of the corresponding asset management department for asset transfer procedures.
Team leader: Bai Nanying, deputy team leader: Hu Bingcheng, members: Li, Ai.
Second, make inventory methods and understand strategies.
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2. According to the arrangement of the principal's office, the items and prizes donated by other units shall be kept and used by relevant personnel, and the warehousing, receiving and accounting procedures shall be handled.
3. The borrowing of fixed assets can be divided into two situations: on-campus borrowing and off-campus borrowing. All on-campus borrowing is issued by the borrowing department and can only be lent after being signed by the leaders. In addition to the above procedures, off-campus borrowing must also be approved by the principal's office.
4. The disposal and scrapping of fixed assets must be based on the name, quantity, amount and list of items. Signed by the competent department or a single person in charge, submitted to the property management team for review and reported to the school leaders for approval. Items recovered by the property management team shall be cancelled.
All the money recovered from the disposal of scrapped items shall be handed over to the financial department, and the relevant approval documents and payment receipts shall be properly kept by the property management team for future reference.
5, the school's fixed assets, must be put in order, keep clean and tidy, strengthen management, pay attention to maintenance, the repair should be repaired in time, so that it is often in good condition.
6 to mobilize and educate the masses, establish a new concept of "taking care of public property as pride", and mobilize the masses to supervise and inspect. Everyone has the right and obligation to supervise and inspect violations. 7. Units and individuals with good management of fixed assets should be praised in time, while units and individuals with poor management should be criticized. Those who have made remarkable achievements in management will be given a certain amount of bonus. Except informed criticism, those who are badly managed will be deducted from their funds, and those who are serious will be notified in the whole school.
Third, determine the inventory stage and implement the operation.
1. In the self-inspection stage, each responsible person makes an inventory of the fixed assets managed and used, and checks it with the inventory list of the fixed assets of the department, and handles the following abnormal assets accordingly, as follows.
(1). Assets that change their storage locations should be indicated in the Remarks column of the schedule of fixed assets.
(2) The inventory loss and idle assets shall be indicated in the Remarks column of the list of fixed assets.
(3) The surplus assets shall be indicated in the Remarks column of the schedule of fixed assets and recorded properly.
(4) Damaged or scrapped assets shall be marked in the Remarks column of the List of Fixed Assets, and recorded separately, and submitted for approval according to the corresponding authority. According to relevant regulations, only after scrapping is approved can it be supplemented according to the standard.
2. Review stage
(1) The personnel of the Finance Department shall, together with the asset management personnel in charge, conduct on-site audit and inventory of the school's fixed assets, and check the labels and asset usage;
(2) After review, the asset inventory form shall be signed by the relevant personnel (including the inventory person, the auditor and the head of each department) and returned to the finance department with the official seal of the department.
(3) Summary stage
(1), summarizing and verifying the inventory data;
(2), put forward suggestions on the classification of the inventory results, and form a fixed assets inventory report.
Fifth-year work plan for asset management
According to the school's long-term development plan, combined with my job responsibilities, make this year's work plan.
I. Bidding Procurement (Responsible Department: Procurement Office)
1. Complete the revision of Notice on Adjusting the Leading Group for Government Procurement of Jishou University, Measures for the Management of Procurement Contracts of Jishou University, Measures for the Implementation of Procurement Project Management of Jishou University and Measures for the Management of Procurement of Jishou University.
2, complete the central financial support for the development of local colleges and universities special funds project procurement plan declaration and bidding work on time and with good quality.
3. Invite experts from government procurement departments to our school to hold lectures on government procurement-related laws and regulations.
4. Complete the declaration of purchasing plan and the bidding for other projects of the school.
Two. Equipment Asset Management (responsible department: Equipment Asset Management Section)
1, complete the routine work.
2. Complete the purchase and installation of collaborative innovation center for poverty alleviation and development in Wuling Mountain area, mobile station for academicians and doctors, dense bookshelves for offices and libraries in Changsha, and desks and chairs for teaching buildings 1 and 3 in Shaziao Campus.
3.20 1 year to complete the bidding, procurement and acceptance of Cai Zhong project.
4. Complete the drafting of the measures for the management of assets transfer of personnel institutions in Jishou University, the revision of the operating rules for the acceptance of fixed assets in Jishou University and the scrapping of fixed assets in Jishou University.
5. Complete the upgrading of asset informatization in the construction of smart campus.
6. Complete the warehouse cleaning of Shaziao Campus and the declaration and disposal of scrapped assets.
Three. Real estate management (responsible department: real estate management section)
1, do a good job in housing certification of affordable housing in Datian Bay and Shijiachong Campus and housing replacement households in the former Datian Bay Campus;
2, do a good job in Shaziao campus faculty cooperation to build affordable housing registration qualification review, publicity and installment payment;
3. Do a good job in the central financial support for the construction of characteristic laboratories in local universities;
4. Do a good job in the handover management of new public rental housing in Shaziao Campus;
5, continue to do a good job in the demolition and rectification work, to stop the new disorderly building behavior;
6, to assist the logistics industry management office to do a good job of housing maintenance;
7. Do a good job in the daily management of the real estate department;
8, complete other work assigned by the leadership.
Four. Office work (responsible department: office)
1. Complete the construction of the new website and update the webpage;
2, according to the requirements of the school archives to complete 20 1 year bidding project data archiving.
3, complete the daily affairs of the office
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