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:

The following FY 2021 Inventory schedule highlights key starting dates and important deadlines for Berkeley Lab:

Task

Begin Date

Completion Date

Inventory Plan submitted to DOE-BASO October 20, 2020
FY21 Statistical Sample Inventory period January 4, 2021 August 31, 2021
Inventory base officially selected December 14, 2020 December 14, 2020
Selected assets to be inventoried distributed to divisions December 16, 2020 December 16, 2020
Divisional inventory period (physical inventory period)* January 4, 2021 June 30, 2021
Precious metals Inventory January 4, 2021 July 31, 2021
Property retirement packets submitted by division to Property Management July 1, 2021 July 31, 2021
Inventory validation July 1, 2021 July 31, 2021
Final inventory report submitted to DOE August 31, 2021
.

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

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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.

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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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