Title: |
Property Tagging |
Publication date: |
6/17/2017 |
Effective date: |
5/1/2017 |
BRIEF
Policy Summary
Whenever practical, Berkeley Lab shall identify and tag government personal property as U.S. Government Property or U.S. DOE Property upon physical receipt or as early as reasonably possible after physical receipt. To the extent possible property, items will be received in the Receiving Department or at an officially designated forward delivery location. Property tagging will be completed as part of the official receiving function for accountable and administratively controlled property.
Who Should Read This Policy
This policy applies to divisional requesters, Procurement, Property Management, Facilities, Berkeley Lab Central Receiving, Joint Genome Institute (JGI) Central Receiving, Transportation, and the Information Technology (IT) Division.
To Read the Full Policy, Go To:
The POLICY tab on this wiki page ®
Contact Information
Title: |
Property Tagging |
Publication date: |
6/17/2017 |
Effective date: |
5/1/2017 |
POLICY
A. Purpose
This policy describes the requirements for the receipt and tagging of material that meets the established DOE tagging criteria that is shipped to Berkeley Lab and purchased through the eProcurement (ePro)/Procurement Card (Pcard) or eBuy systems.
B. Persons Affected
Divisional requesters, Procurement, Property Management, Facilities, Berkeley Lab Central Receiving, Joint Genome Institute (JGI) Central Receiving, Transportation, and the IT Division. These groups work together to ensure that all Berkeley Lab property is received, tagged, and documented per Department of Energy (DOE) and Property Management requirements.
C. Exceptions
Not applicable
D. Policy Statement
- General
- Material arriving at Berkeley Lab Central Receiving or JGI Central Receiving that meets the DOE established tagging criteria must be identified and tagged as U.S. Government Property or U.S. DOE Property. Berkeley Lab Central Receiving and JGI Central Receiving personnel must enter all information associated with a received asset into the Property Management database.
- Non-government property will be evaluated by Property Management and tagged as “Property of Others” when appropriate.
- Property Tagging Criteria. Property tagging requirements vary by the property category. Property will be tagged and tracked based on the criteria below:
- Controlled Property (Equipment) meeting the following criteria will be individually tagged.
- Functionally complete, non-expendable assets that retain their identity and are not intended to be incorporated into another asset
- Have an acquisition cost of > $10,000
- In addition, Personal property with an original acquisition cost of > $500,000) will be classified as Capital Property
- Attractive Property. Berkeley Lab has identified drones, laptops, desktops, tablets, servers, and radios as Attractive Property items. Thes items will be individually tagged regardless of acquisition value
- Sensitive Property. Precious metals and controlled substances will be tracked regardless of acquisition value.
- Controlled Property (Equipment) meeting the following criteria will be individually tagged.
E. Roles and Responsibilities
Role |
Responsibility |
Procurement |
|
Central Receiving Material Handler |
|
Central Receiving Material Specialist |
|
Sr. Material Specialist |
|
Logistics Supervisor |
|
F. Definitions/Acronyms
Term |
Definition |
Attractive Property |
Property that is highly portable, easily converted to personal use, and is more susceptible to theft than other equipment. Attractive property must be barcoded and is subject to Laboratory inventory requirements. The property listed below is considered "attractive property," regardless of its acquisition cost:
|
Controlled Property |
Functionally complete, non-expendable assets that retain their identity and are not intended to be incorporated into another asset, and have an acquisition cost of > $10,000 |
eBuy |
The Laboratory's electronic commerce ordering system for purchasing low-value catalog items. eBuy allows Laboratory personnel to purchase items directly from a supplier's Web catalog. |
eProcurement (ePro) |
An online ordering source that is part of the PeopleSoft/Oracle Financial Management System (FMS) and is used for processing the Laboratory's purchases via the Procurement Department. |
iBox Tracking System |
The barcode scanning program used by Receiving personnel to document the receipt of all material arriving at the Berkeley Lab Receiving dock. This receipt process is called "sorting." |
Pcard |
Credit card issued to designated Berkeley Lab personnel for purchasing goods and services |
G. Recordkeeping Requirements
None
H. Implementing Documents
None
I. Contact Information
J. Revision History
Date |
Revision |
By whom |
Revision Description |
Section(s) affected |
Change Type |
1/2/2012 |
0 |
L. Chen |
Rewrite for wiki (brief) |
All |
Minor |
12/4/2012 |
1 |
L. Chen |
Rewrite for wiki (policy) |
All |
Minor |
9/16/2015 |
1.1 |
J. Braithwaite |
Minor updates made throughout policy during periodic review |
All |
Minor |
6/17/2017 |
1.2 |
D. McFann |
|
All |
Minor |
DOCUMENT INFORMATION
Title: |
Property Tagging |
Document number |
09.03.007.000 |
Revision number |
1.2 |
Publication date: |
6/17/2017 |
Effective date: |
5/1/2017 |
Next review date: |
5/1/2021 |
Policy Area: |
Property |
RPM Section (home) |
Asset Management |
RPM Section (cross-reference) |
None |
Functional Division |
Facilities |
Prior reference information (optional) |
|
Source Requirements Documents
- Code of Federal Regulations, Title 49, Transportation, Parts 100-1699, Other Regulations Relating to Transportation
- Berkeley Lab Property Manual (PUB-3032)
- Personal Property Policy Manual, Section 3.1, Receiving and Property Tagging
Implementing Documents
None