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Handout 3-Step Four Survey of Organizational Assets Our community is developing an Emergency Operations Plan. FEMA suggests that communities can plan to wait at least three days or more for assistance
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How to fill out survey of organizational assets

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How to fill out a survey of organizational assets:

01
Understand the purpose: Before starting the survey, it is important to understand why it is being conducted. The survey of organizational assets is typically used to assess and evaluate the resources and properties owned by an organization.
02
Gather necessary information: Collect all the relevant information about the assets of the organization. This may include details such as the types of assets owned, their locations, values, depreciation, and any other relevant data.
03
Use a structured format: To ensure consistency and accuracy, it is recommended to use a standardized format for the survey. This could be an online form, a spreadsheet, or any other suitable format that allows for easy data entry.
04
Start with basic details: Begin by providing basic information about the organization, such as its name, address, and contact details. This will help in identifying the survey responses with the specific organization.
05
Identify asset categories: Categorize the assets based on their types, such as property, equipment, vehicles, intellectual property, or any other relevant categories. This will help in organizing the survey responses and analyzing the data effectively.
06
List individual assets: Within each category, list down each individual asset separately. Include details such as asset name, description, registration or identification numbers (if applicable), and any specific characteristics or features.
07
Provide relevant information: For each asset, provide the necessary information that is required for the survey. This may include details like acquisition cost, date of purchase, current value, condition, and any other relevant data that helps in assessing the asset.
08
Include supporting documentation: If possible, attach supporting documents, such as purchase invoices, maintenance records, lease agreements, or any other relevant documents that validate the information provided in the survey.
09
Review and double-check: Before submitting the survey, review all the entered information for accuracy and completeness. Double-check any calculations or values to ensure they are correct.
10
Submit the survey: Once all the required information has been provided and verified, submit the survey as per the given instructions. If there are any additional steps or requirements, make sure to fulfill them before finalizing the survey.

Who needs a survey of organizational assets?

01
Organizations undergoing mergers or acquisitions: When two companies merge or one company acquires another, a survey of organizational assets helps in assessing the combined resources and identifying any gaps or redundancies.
02
Financial institutions: Banks, lending institutions, or investors often require a survey of organizational assets as part of the due diligence process. This helps them understand the assets' value and their potential as collateral or investment.
03
Risk management teams: Conducting a survey of organizational assets is crucial for risk management purposes. It helps identify potential vulnerabilities, assess insurance requirements, and develop strategies for asset protection and mitigation.
04
Government agencies: Government agencies may request a survey of organizational assets to ensure compliance with regulations, identify taxable assets, or assess the overall economic impact of organizations within their jurisdiction.
05
Non-profit organizations: Non-profit organizations may conduct a survey of organizational assets as part of their strategic planning process. This helps them understand their capabilities, plan resource allocation, and determine future growth opportunities.
06
Internal stakeholders: Internal stakeholders, such as board members, executives, or department heads, may require a survey of organizational assets to make informed decisions about resource allocation, budgeting, or asset utilization within the organization.
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The survey of organizational assets is a report that outlines the assets owned by an organization, such as property, equipment, and investments.
Organizations of all sizes and industries are required to file a survey of organizational assets.
The survey can be filled out online or submitted in a physical form, depending on the requirements of the regulating agency.
The purpose of the survey is to provide a comprehensive overview of an organization's assets for regulatory and compliance purposes.
Typically, the survey requires information on the value, location, and type of assets owned by the organization.
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