1. Property Management Overview
Thank presenters and Training Team
Slides of all presentations will be available on T&D website
Don’t forget sign-in sheet
Evaluation to come
Holiday Party
Need time to set up room
Get sweaters on

2. Property Management Why?
An approved Property Management System is a requirement defined in:
Contract 31, between the University of California and the Department of Energy (DOE)
DOE O580.1A - Standards, practices, and performance expectations for the management of personal property owned or leased by DOE
4/14/2017

3. Property Management Responsibilities
Develops Laboratory property policy to conform with Department of Energy requirements for Personal Property
Does not manage Real Property
Maintains the Laboratory's Property Management Policy Manual
Develops implementing procedures
Manages all Property inventories
Manages the Laboratory's High Risk Program
Owns/manages the Sunflower database
Divisions manage all property for which they have purchased
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4. Property Definitions Accountable Property
Is subject to inventory control, assigned and barcode tagged with a unique property identification number as needed
Is recorded in the Laboratory’s asset management database (Sunflower)
Includes the following categories of property:
Equipment (Capital and Non-Capital)
Attractive
Sensitive
High Risk
Administrative
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5. Property Definitions Equipment Capital Equipment
Asset that has an acquisition or fabrication cost of > $10,000
Useful life > 2 years
Capital Equipment
Asset that has an acquisition or fabrication cost of > $500,000
Anticipated service life of > 2 years
Does not include application software, maintenance, repair, warranties, real property and improvements, or related personal property
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6. Property Definitions Attractive Property
Regardless of value, that must be controlled and managed to protect against unauthorized use, disclosure, or loss; and otherwise controlled by law, policy, regulation or agency direction
Computer Desktops
Computer Laptops
Computer Servers
Tablets (eg: ipads, Kindles, etc.)
Radios (handheld)
Once a year we have to submit a list to DOE for approval
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7. Property Definitions Sensitive Property
Regardless of its acquisition cost, that is highly portable, easily converted to personal use and is more susceptible to theft
Precious Metals and Controlled Substances
High Risk personal property (HRPP)
Has potential impact on public health and safety, the environment, national security interests, or proliferation concerns
Must be controlled and disposed of in other than a routine manner
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8. Property Definitions Administrative
Equipment costing < $ 10,000, and not Sensitive, Attractive or High Risk (desk, chairs, printers, etc.)
Items tagged identifying them as Government Property with orange sticker
No barcode applied
Not subject to inventory
Subjected to various administrative controls
Facility fencing
Property passes
Gate checks
4/14/2017

9. Custodians Responsibilities
A Property Custodian is a career employee responsible for the protection, control, accountability and proper use of property under his or her stewardship
Take reasonable measures to safeguard assets from theft, loss, destruction and damage
Provide timely communication to Property Representatives
Help Property Representative identify an asset during audits or inventories
Notifies both LBNL Receiving and division property representatives whenever assets bypass the normal receiving process
Divisions manage all property for which they have purchased
4/14/2017

10. Custodians Responsibilities
If property is no longer needed, promptly send to Excess
Transfer assigned property prior to termination
Divisions manage all property for which they have purchased
4/14/2017

11. Property Management Responsibilities
Develops Laboratory property policy to conform with Department of Energy requirements for Personal Property
Does not manage Real Property
Maintains the Laboratory's Property Management Policy Manual
Develops implementing procedures
Manages all Property inventories
Manages the Laboratory's High Risk Program
Owns/manages the Sunflower database
Divisions manage all property for which they have purchased
4/14/2017

12. Division Responsibilities
Manages the Divisions assets in accordance with Laboratory's Property Management Policy Manual
Inform all property custodians/users of their responsibilities toward property, and ensuring effective management of property within the Division
Determines the need for assigning tag-able property to custodians
Evaluates and approves requests for removal of property from the laboratory
Takes corrective action on violations of property management policy
4/14/2017

13. Divisional Property Representatives Responsibilities
This individual is the Division’s representative responsible for executing key property management functions in accordance with LBNL property policies, processes and procedures
Primary point of contact for all property matters pertaining to their division
Assigns/ verifies initial Custodian
Verifies and updates Sunflower data for divisional assets with changes to:
Custodians
Location
Stewardship
4/14/2017

14. Divisional Property Representatives Responsibilities
Executes inventories
Facilitates domestic loan of division assets in coordination with custodian and Property Management Core Team
Facilitates borrow of division assets in coordination with custodian and Property Management Core Team Property Liaison
Works with Property Management Core Team & custodian to execute and initiate transfers of division assets
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15. Reporting a Stolen Asset
Custodian reports theft to local police where asset was stolen
Custodian immediately reports theft to Laboratory Security (510)
Laboratory Security will capture details about the physical device
Custodian completes Computer Security form at
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16. Reporting a Stolen Asset
This step is only for assets that contain memory (laptops, desktops, tablets, portable hard drive, etc.)
Complete and submit the Property Management ‘Retirement Form’ -
4/14/2017

17. Reporting a Lost Asset
Custodian immediately reports theft to Laboratory Security (510)
Laboratory Security will capture details about the physical device
Custodian completes Computer Security form at
This step is only for assets that contain memory (laptops, desktops, tablets, portable hard drive, etc.)
Complete and submit the Property Management ‘Retirement Form’ -
4/14/2017

18. Property Management Website
4/14/2017