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Funded asset ownership and usage record

Complete before acquisition and update for the asset’s life.

Adapted preparation format, not a prescribed form or professional certificate. Type in the yellow fields, then use Save completed copy. Entries are not uploaded or automatically saved. Calculations are manual. Keep completed confidential records securely on your own device.

Editable wording and instructions

Asset covenant summary: [owner] holds [asset] for [approved purpose]. Use, charges, maintenance and insurance follow [agreement/policy]. Sale, pledge, relocation or change of purpose requires [specified approvals]. This record does not itself transfer legal title.

Record / entry

Project / funding source
Asset / serial / location
Invoice addressee / purchaser
Legal owner / title evidence
Rule 7(4) route if CSR
Cost / funding / tax treatment
Land / lease / access rights
Commissioning / insurance
Beneficiary access / user charges
Maintenance / usage log
Sale / pledge / relocation restrictions
Physical verification / condition
All preparation formats