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Need Help?
Call 459-2355
eq.administration@ucsc.edu
Fax: 459-3747

University Business Services
UC Santa Cruz
1156 High Street
Santa Cruz, CA 95064-1077

 

 

How to Loan UC-Owned Equipment

Summary: Your department can loan equipment to another department, person, or outside agency. Follow the steps below to complete the proper documentation.

In the right place? When you loan equipment, custody of the equipment stays with your department. If you want custody to change to the receiving department, please see How to Transfer Equipment.

What to do:
How to do it:
1 Determine who has title to the equipment.
  • Check the property tags on the equipment. If you see a "Property of US Government" tag equipment may not be loaned. Check with Equipment Management if unsure who has title: contact Janean Mariani at (831) 459-2355, eq.administration@ucsc.edu.
  • If you see only the UCSC property tag go to Step 2.

Do not physically loan the equipment until all parties approve loan.

2 Complete an Equipment Inventory Modification Request (EIMR).
  • Fill in department name, custody code, preparer's name, phone, and date sections of the EIMR.
  • Check the "LOAN" box in the Transactions section.
  • Complete the Equipment Identification and Loan sections, including the Lender & Borrower info and Period of Loan.
  • Have the EIMR signed by both the loaning and accepting parties.
  • Send the EIMR to Equipment Management, 1156 High Street, Santa Cruz CA 95064 Phone: 831-459-2355, Fax: 831-459-3747.

    Note: Be sure both the loaning and accepting parties have signed the EIMR.

3 Confirm that the loan has been recorded.

Equipment Management will sign and return a copy of the EIMR to you.

If you do not receive the signed copy of the EIMR within 10 days, contact Janean Mariani at (831) 459-2355, eq.administration@ucsc.edu

What the lending party must do at the completion of the loan period:
How to do it:
1 Initiate an Equipment Inventory Modification Request (EIMR).
  • Fill in department name, custody code, preparer's name, phone, and date sections of the EIMR.
  • Check the "Other" box in the Transactions section of the EIMR. Indicate that it is a loan termination.
  • Complete the Equipment Identification section. Be sure to include new location (building and room numbers) information.
  • Complete the Loan Terminated section.
  • Sign the EIMR.
2
Send the EIMR to Equipment Management.

Send the EIMR to Equipment Management, 1156 High Street, Santa Cruz CA 95064 Phone: 831-459-2355, Fax: 831-459-3747.

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Last revised: March 12, 2007 (am)