Inventories

> FY 2024 Inventory
> Physical Inventories – Annual
> Precious Metals Inventories – Annual
> Controlled Substance Inventories – Annual

For the FMS Asset Management and Barcode Scanner Training Guides, please visit our Training page

FY 2024 Inventory

FY2024 Inventory Kickoff Meeting Presentation (.pptx)

Assets are counted for the inventory using the following methods:

• • Barcode Scan
  • Inventory Affidavit (Google Form)
  • Retirements -Trade-ins, Return To Vendor, Excess
  • BigFix

Presentation: How to successfully complete a Request to Retire Personal Property form for inventory losses

The following FY2024 Inventory schedule highlights key starting dates and important deadlines for Berkeley Lab:

* Divisional inventory period is the time the divisions have to locate their assets

• FY24 Physical Inventory Completion Status by ALD as of 04-08-24 (PDF)
• FY24 Assets Open for Inventory as of 12/12/23 (Excel)
  To run this report: FMS > Main Menu > Reporting Tools > Query > Query Viewer > ZAM_PI_OPEN_FOR_INVENTORY

FY2024 Performance Milestones – Divisions

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Physical Inventories – Annual

Berkeley Lab is committed to maintaining a property management system that results in the efficient management of property entrusted to its care.

The general concept of property management at Berkeley Lab is to assign accountability for property to the divisions, the line management, and the custodian using it.

Personal property accountability includes responsibilities for such tasks as presenting personal property for identification and tagging, ensuring the assets are on the property record and properly assigned, securing and maintaining records relating to the assets, tracking the movement of assets, recording changes in physical condition, and conducting physical inventories.

• FY2024 Annual Inventory Plan (1 year)
• 5 Year Inventory Plan (FY2024-FY2028)
• Inventory Affidavit Form (Google Form)

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Precious Metals Inventories – Annual

The Precious Metals inventory is conducted annually from October 1st through April 30th in accordance with Berkeley Lab Annual Inventory Plan. Any custodian* who holds precious metals and uses them for research is subject to inventory. The Precious Metals Control Officer (PMCO) will set up individual meetings with researcher’s to weigh each accessible metal, reconcile activity logs and verify the holdings are secured in a locked location. Upon completion of the inventory, each researcher will receive an annual statement of their current results. These results are subject to post inventory validation.

Precious metal custodians must be employees of Lawrence Berkeley Lab, although guests, post-docs and graduate assistants may use the metals to carry out research.

For any activity regarding precious metals, whether acquisition, transfer or disposal, please contact Property Management. All new custodians must notify Property Management to ensure accurate records are being maintained.

For more information about the Precious Metals Program at Berkeley Lab, please view our Precious Metals Program Brochure or contact Property Management.

To acquire precious metals, please complete the Request for Precious Metals form.

* Custodians of Precious Metals must be employees of Berkeley Lab, although guests, post-docs and graduate assistants may use the metals to carry out research.

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Controlled Substance Inventories – Annual

Controlled Substances are acquired, managed and disposed of in accordance with Berkeley Lab’s Environment, Health & Safety Manual – Controlled Substances and are considered Sensitive Property by definition.  In general, the Environment / Health / Safety Division has overall responsibility for Controlled Substances.  Property Management is responsible for conducting and reporting the outcome of the required annual inventory.

For more information, please visit the LBNL Controlled Substance Program page on the Environment / Health / Safety Division website.

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