0% found this document useful (0 votes)
4 views5 pages

Exercise 2-Physical Inventory Plan

Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
4 views5 pages

Exercise 2-Physical Inventory Plan

Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Republic of the Philippines

TESDA Regional Office No. 3


Diosdado Macapagal
Gov’t Center, Maimpis,
City of San Fernando,
Pampanga

PHYSICAL INVENTORY PLAN (PIP)


FOR PROPERTY, PLANT AND EQUIPMENT (PPE)

Pursuant to Commission on Audit (COA) Circular 2020-006 dated


January 31, 2020, this plan is hereby prepared to ensure the efficient conduct of
Physical Inventory Taking for the purpose of Recognition of all PPEs found at
the station and Disposition of Non-existing/missing PPE items, for the One-
Time Cleansing of PPE Account Balances at the Technical Education and
Skills Development Authority – Regional Office No. 3

I. Preliminary Activities

The following Offices must undertake the following Preliminary


Activities:

a. Accounting Unit shall:


 update its record of acquisition/disposal/transfer of PPEs in the
PPE Ledger Cards (PPELCs)
 ensure that the total balance of PPELCs tally with the balances
of controlling PPE accounts in the General Ledger
 compare the latest Report on the RPCPPE/Inventory Report
with PPELCs

b. Property Unit shall prepare the following Inventory Working Papers,


to be submitted to the Inventory Committee:
 latest RPCPPE/Physical Inventory Report.

In the absence of the latest RPCPPE/Physical Inventory Report


or if it is unreliable, each office shall fill out the Inventory
Count Form and submit it to the Property Unit for verification
prior to conducting the actual inventory.

 List of PPE items which are included in the RPCPPE but not
recorded in PPELCs
 List of PPE items which are recorded in the PPELCs but not
recorded in RPCPPE

c. Both the Property and Accounting Units shall compare the latest
Report on the RPCPPE/Inventory Report with the PPELCs.
II. Inventory Committee (IC)

The following are hereby designated members of the IC, with


responsibilities as follows:

NAMES and POSITION RESPONSIBILITIES


Mary Joy B. Gozum Ensure that the implementation and monitoring
General Service Division Staff of inventory taking procedures are strictly in
Head of Inventory Committee accordance with the approved Physical
Inventory Plan (PIP) and COA Circular No.
2020-006.

Review and approval of reports and other


documentations prepared.
Michaela Tacyan Responsible for the conduct of physical
Property Unit Staff inventory count and the validation of the
Member existence, completeness, and condition of the
PPEs.
Via Lynn R. Mallari Prepare and submit the required reports,
Accounting Unit Staff documents, listings, and the reconciliation of
Member accounting and property reports.
Angelo Valenzuela Assign property numbers of all PPEs with the
Legal Division Staff following details reflecting thereto such as but
Member not limited to: (1) Property No. following the
standard XXXX-XX-XX-XXXX-XX in
accordance with COA Memorandum Circular
2020-006; (2) Description of the Property; (3)
Unit Model No.; (4) Serial No.; (5)
Signature/Validation of Inventory Committee
and; (6) Person Accountable

Item 4.3 of the said COA Circular provided that the members of the
Inventory Committee shall be temporarily relieved of all their regular duties to
devote their full time to the conduct of the physical inventory taking until the
same is completed.

Item 5.2 of the said COA Circular provided that the Inventory Committee
shall complete the physical inventory in three (3) months or less.

The entire inventory taking shall be witnessed by the Commission on


Audit (COA) Auditor. The Audit Team Leader and/or any of his/her audit team
members may be assigned for the purpose.

A representative from the Internal Audit Service may witness the


inventory taking.
III. Schedule for Physical Inventory Taking

To ensure the smooth undertaking of inventory-taking without


delays, strict observance of the recommended schedule must be followed
appropriately. The inventory-taking approach shall be (identify whether
per type of PPE (priority 1), location (priority 2)).

Type of PPE Date of Inventory Taking


Buildings and Other July 15, 2025
Structures
Transportation July 17, 2025
Equipment
Furniture, Fixtures July 22, 2025
and Books

P r o p e r t y Sticker is provided herein in conformity with the data


requirements indicated in the Circular.

The location and accountability of the PPE shall be indicated in the


Inventory Count Form, as well as the conditions such as:

1. In good condition
2. Needing repair
3. Unserviceable
4. Obsolete
5. No longer needed
6. Not used since purchase, etc.

Found at Station: PPE items not included in the inventory working papers, but there is
reasonable basis to consider the same as owned by the agency, shall be included in the
physical count and tagged with property stickers. It shall be listed in "PPEs Found at
Station” using Annex B of the said COA Circular.

Non-existing/missing PPEs: PPE items included in the inventory working papers but
are not found during the physical count shall be listed in "Non-existing/missing PPEs”
using Annex C of the said COA Circular.
IV. Others

Prepared by:

MAY JOY B. GOZUM


Head, Inventory Committee

Approved by:

BARON JOSE L. LAGRAN


Regional Director

You might also like