Inventories

> FY 2021 Statistical Sample Inventory
> Physical Inventories – Annual
> Precious Metals Inventories – Annual
> Controlled Substance Inventories – Annual

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FY 2021 Statistical Sample Inventory

Inventory Kickoff Meeting

Presentation slides from the 12-09-20 meeting can be found here.

Assets are counted for the inventory using the following methods:

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

The following FY 2021 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

• FY21 Campaign Base Assets Report – All Divisions as of 12-16-20 (Excel)
• FY21 Statistical Sample Overall Inventory Resolution as of 07-05-21 (Excel)
• FY21 Inventory Results by ALD (TBD)

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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.

• FY2020 Annual Inventory Plan (1 year)
• 5 Year Inventory Plan (FY2020-FY2024)
• Inventory Affidavit Form (2-28-18)

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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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