Inventories

> FY 2020 Statistical Sample Inventory
> Physical Inventories – Annual
> Precious Metals Inventories – Annual
> Controlled Substance Inventories – Annual

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FY 2020 Statistical Sample Inventory

Berkeley Lab’s 2020 Inventory Campaign will begin January 6, 2020. This year’s campaign will consist of approximately 17,450 assets with a total acquisition value of $727,193,647.00.

Assets will be counted for the inventory using the following methods:

• • Barcode Scan
  • Inventory Affidavit
  • Retirements -Trade-ins, Return To Vendor, Excess

The following 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

• FY20 Campaign Base Assets Report – All Divisions (12-16-19)
• FY20 Statistical Sample Overall Inventory Resolution as of 04-05-20

FY20 Schedule for BigFix Runs (Excel)

• What BigFix Can Do For You (PDF)

Please contact your Division Property Representative for any questions regarding your division’s inventory, to obtain a list of the property assigned to you, or any other property related matters.

Performance Goals

Divisions not meeting or exceeding any one of the DOE National Target goals will be required to perform a Wall-to-Wall Inventory in FY21.

Completion Timeline and Targets

To establish periodic completion goals throughout the divisional inventory period. The FY20 inventory will be broken up into intermittent periods where divisions will focus on attaining specific completion percentages throughout the entire campaign. This approach gives both the divisions and Property Management key indicator’s to whether or not a division is performing above or below the set targets.

FY20 Statistical Sample Inventory – Escalation Protocol

Divisions failing to meet the expected completion percentage will follow the FY20 Escalation Protocol and will be subject to the following:

• Laboratory Senior Management Notification
• Division Senior Management Notification and Meeting
• Progress Meetings with Business Manager, ALD or Supervisor
• OCFO Senior Leadership Involvement
• Ongoing Wall-to-Wall Inventories

FY 2020 Wall-to-Wall Inventory Kickoff Meeting

• Meeting Agenda and Presentation (PDF)

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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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