DESCRIPTION:

When a Customer Service Center (CSC) manager transfers, resigns, or terminates employment with the agency, access to CSC systems, building security, and inventories must be withdrawn and transferred to the incoming manager.

Before transferring custody of CSC systems, building security, and inventories from the departing CSC manager to a new CSC manager, perform a CSC Manager Transfer Audit.

The district manager determines when the CSC Manager Transfer Audit will take place.

The departing CSC manager and the new manager review the CSC's current operational status, verify inventories and office petty cash balances, and transfer all building and system security responsibilities following the steps on the CSC Transfer Audit Checklist (CSMA 26).

The district manager has the discretion to stand in for, or appoint designated employees to fill in during the transfer audit whenever either or both the departing manager and the new manager are not available at the time of the audit.

If the assistant manager participates in the transfer audit in place of the incoming manager, and temporarily assumes CSC responsibilities, another transfer audit would not be required if they are subsequently hired for the manager position.

A district manager is not required to be present for the transfer audit unless district manager deems appropriate.

DEPARTING CSC MANAGER/INCOMING MANAGER PROCESS:

1. Runs working copies of the following current system reports:
   • Inventory Activity Summary
   • Inventory Activity Status-Decals
   • Inventory Activity Status-Plates/Permits/VIN Plates
   • Inventory Activity Status-Documents
   • Inventory Activity Status-Receive/Transfer
   • Inventory Activity Status - EZ Pass
2. <<<<<REVISION
   Print the "Active Tellers Report" in MySelect.  END REVISION>>>>>
3. Completes the steps on the CSMA 26, signs, and dates.
4. Ensure all retention requirements for documents and reports have been met in accordance with CSCOM-1101.
5. Forwards the following completed, signed, and dated forms to the district manager:
   • CSC Manager Transfer Audit Checklist (CSMA 26)
   • Transfer of Petty Cash Fund (FMS 243)
   • <<<<<REVISION
     Active Tellers Report END REVISION>>>>>

DISTRICT MANAGER PROCESS:

1. Verifies completion of the Transfer of Petty Cash Fund (FMS 243) and signs. Submits FMS 243 to FMS to document the transfer of petty cash from the departing CSC manager to the new CSC manager.
2. Reviews the CSMA 26 to ensure departing CSC manager/designee and incoming manager have completed all steps, signed, and dated the last page of the checklist.
3. Signs the last page of the CSMA 26 to finalize the CSC manager transfer.
4. Returns the transfer checklist with attachments to the CSC for file retention (refer to CSCOM-1101).