AIR FORCE DI-MGMT-81749 A-2012 10 USC 2466 (50 50) Requirements Report.pdf

1、DI-MGMT-81749A DATA ITEM DESCRIPTION Title: 10 USC 2466 (50/50) Requirements Report Number: DI-MGMT-81749A Approval Date: 20120730 AMSC Number: F9272 Limitation: DTIC Applicable: GIDEP Applicable: Preparing Activity: 10 (HQ AFMC/A4DC) Applicable Forms: N/A Use/Relationship: The 50/50 Requirements Re

2、port Data Item Description (DID) will be used to obtain the essential information required by Title 10 United States Code Section 2466, also known as the 50/50 law, as amended by the National Defense Authorization Act of Fiscal Year 1998 (FY98). 1. The National Defense Authorization Act of FY98 limi

3、ts the Air Force to not more than 50 percent of the funds managed by the Air Force be used to contract for non-Federal Government personnel to perform depot-level maintenance. The National Defense Authorization Act for FY02 created an exemption for non-Federal Government personnel performing depot-l

4、evel maintenance at a Center of Industrial and Technical Excellence (CITE) if the personnel are provided by private industry pursuant to a public-private partnership, as outlined in Title 10 USC Section 2474. Consequently, the law requires the depot-level maintenance organic/contract/partnership dol

5、lar information be reported to Congress. As the Product Support Integrator (PSI), the contractor supports the government in compiling this data to comply with the law. 2. This DID contains the format and content preparation instructions for the data product generated by the specific task requirement

6、 delineated in the contract. Requirements: 1. Reference Documents. The applicable issue of the documents cited herein, including their approval dates and dates of any applicable amendments, notices, and revisions, shall be cited in the contract. 2. Format. Contractor format is acceptable. 3. Content

7、. The 50/50 Reporting Requirements DID shall include all costs required under the contract, regardless of the type of funds used by the government or who is performing the task. This requirement shall also include work funded under the contract but performed by government personnel, as in the case o

8、f direct sales agreements under public-private partnerships. Specific reporting requirements are as follows: 3.1 Basis reporting guidelines: 3.1.1 Factors of production. The Department of Defense, in its published guidance related to 50/50 data collection, requires all depot-level maintenance worklo

9、ad figures to include, in addition to direct labor, all other factors of production in support of that workload. These 1 Provided by IHSNot for ResaleNo reproduction or networking permitted without license from IHS-,-,-DI-MGMT-81749A factors include direct materials, overhead, and other indirect cos

10、ts that apply in direct support of or associated with the direct labor. 3.1.2 Dollars obligated in the previous fiscal year. This figure shall represent the dollars provided from the government to the contractor during the previous fiscal year (October through September) for all tasks required on th

11、e contract. In the case of partnership workloads, in which a portion of these dollars is passed to a government organization to have work performed by government personnel, the amount to be reported is to be the dollars provided from the contractor to the government during the previous fiscal year,

12、including all factors of production in support of that government workload. This figure would typically be available from government accounting and financial data sources. It is the contractors responsibility to break out the dollars reported as being obligated into the various tasks on the contract

13、. 3.1.3 Projected obligations. This figure shall represent a forecast, based on known task requirements and the government funded position for those requirements, of anticipated obligations, by fiscal year, for the five year period beyond the previous fiscal year. Dollars will be in terms of then-ye

14、ar dollars, with inflation factors applied. 3.2 Major workload categories. Based on the types of funds provided from the government to the contractor, all dollars reported shall be broken out into the following major workload categories: 3.2.1 Contract Logistics Support (CLS). Typically funded with

15、AF Appropriation 3400 (Operations and Maintenance (O&M)/ Element of Expense Identification Code (EEIC) 578, it can also include AF Appropriation 3600 (Research, Test, Development & Evaluation (RDT&E). It can also include other EEICs such as 554 (Critical Space Operations) and 592 (Miscellaneous Cont

16、ract Services). CLS is designed to be a long-term sustainment concept, often for commercial or commercial-derivative systems having at least a portion of their logistics support provided by a contract source. Any extended or negotiated warranty costs funded with the same dollars will also be reporte

17、d in this workload category. Costs associated with warranty in this category shall be identified as warranty costs. 3.2.2 Interim Contractor Support (ICS). Typically, this workload is funded with AF Appropriations 3010 (Investment Aircraft), 3020 (Investment Missiles), or 3080 (Investment Other). Ta

18、sks in this category involve maintenance and repair of material and not the installation of modifications, which are funded with the same type of dollars. Any extended or negotiated warranty costs funded with the same dollars will also be reported in this workload category. Costs associated with war

19、ranty in this category shall be identified as warranty costs. 3.2.3 Other Contract Depot Maintenance (CDM). Typically, this workload is funded with Appropriation 3400 (O&M)/EEIC 560XX. The EEICs used in this category are known as Depot Purchased Equipment Maintenance (DPEM). This workload can also b

20、e funded within various appropriations in the Air Force Working Capital Fund (WCF) associated with Material Systems Division (MSD) or Consolidated Support Activity Group (CSAG) Supply, dollars that are typically used for exchangeable component repair. 2 Provided by IHSNot for ResaleNo reproduction o

21、r networking permitted without license from IHS-,-,-DI-MGMT-81749A 3.2.4 Modification Installation (Not in IDECS II): Modification installations are normally funded using Appropriation 3010, 3020, or 3080/Budget Program (BP) code 11, 21, or 81, respectively. When funded in this manner, Air Force ana

22、lysts are able to identify the dollars associated with modification installations, a depot-level maintenance task, using automated data systems, typically IDECS II. The purpose of this category is to capture those modification installations or any non-ICS maintenance using other Budget Program codes

23、 such as BP10 or BP19. 3.2.5 Partnership. This workload is a subset of the CLS, ICS, or CDM workload categories. It is broken out based on whether the work is performed by government or contractor personnel and how the dollars flow between the two organizations. 3.2.5.1 Organic partnership 3.2.5.1.1

24、 Workshare Agreement (WSA). Under a WSA, the Air Force program office passes funding directly to the partner performing the workload. In this case, the Air Force program office has complete visibility over the dollars provided to the government organization or depot performing the work. However, the

25、 contractor would be responsible for reporting any dollars associated with direct support of any WSA workload, such as contractor-furnished material. 3.2.5.1.2 Direct Sales Agreement (DSA). Under a DSA, the Air Force program office passes funding directly to a contractor, who, in turn, partners with

26、 a depot or other government organization, and provides funds to that organization to perform work, in the form of a work order. In this case, it is the contractors responsibility to identify all dollars provided or planned to be provided to the government organization, to include all factors of pro

27、duction in direct support of that organic workload (contractor-furnished materials, overhead, and other indirect costs). 3.2.5.2 Contract Partnership (CITE exemption). Under 10 USC 2474, any depot-level maintenance workload performed by contractor personnel, located on a CITE, under a public-private

28、 partnership has to be reported. In the Services 50/50 report, this workload must be reported separately but can be subtracted from the Services contract totals. As with the other workload categories, dollars reported under this workload category will include all factors of production. 3.3 Task brea

29、kdown. Within each workload category identified above in section 3.2, all costs will be allocated to the following depot-level maintenance or non-depot-level maintenance task categories. 3.3.1 Depot-level maintenance. The tasks in this section are completely or at least partially considered depot-le

30、vel maintenance and, if reported, should include all factors of production. Factors of production costs associated with these tasks can be included in the costs for the individual task or can be identified separately, such as depot material. 3 Provided by IHSNot for ResaleNo reproduction or networki

31、ng permitted without license from IHS-,-,-DI-MGMT-81749A 3.3.1.1 Programmed Depot Maintenance (PDM): Depot-level inspections and maintenance scheduled on a cyclic basis. The term is typically associated with weapon system or major end item scheduled workload in a DoD depot but can apply to similar w

32、ork in a contractor facility. 3.3.1.2 Analytical Condition Inspection (ACI): A systematic disassembly and inspection of a representative sample of aircraft to find hidden defects, deteriorating conditions, corrosion, fatigue, overstress and other deficiencies in an aircraft structure or systems. ACI

33、s are normally over and above those inspections specified in a technical order or PDM work specifications. 3.3.1.3 C-Check: Commercial version of a depot-level airworthiness and analytical condition inspection. 3.3.1.4 Repair/Overhaul Recoverable Items/Special Repair Activity (SRA): Repair and/or in

34、spection of major end items or exchangeable components. 3.3.1.5 Software maintenance: Costs associated with any change to a software product after operational acceptance. These costs will include any activities to correct faults (corrective maintenance), improve performance or other attributes (perf

35、ective maintenance), or to adapt the weapon system or equipment to a changed environment within the bounds of existing top-level system specifications (adaptive maintenance). Definition adapted from DoDD 4151.18, Maintenance of Military Material, and IEEE STD 610.12-1990. 3.3.1.6 Speedline: A stream

36、lined process used to perform specific depot-level maintenance services or modifications. Any depot-level maintenance in which the normal process is streamlined or accelerated through a reduced amount of steps or sub-processes. 3.3.1.7 Storage: Tasks associated with maintaining assets in storage. 3.

37、3.1.8 Decommissioning/Demilitarization: Activities involving the preparation of an item for disposal or salvage. Usually involves destruction, recovery or removal of militarily sensitive or precious/hazardous materials or components. 3.3.1.9 Contract Field Teams: Contractor personnel dispatched from

38、 a vendor facility to a field location. When the task is complete, the personnel return to the vendors home location. Similar to a depot field team. Not the same as field service representatives, which are permanently assigned to the field location. 3.3.1.10 Flying hours: This relates to a contract

39、support concept in which the government pays a flying hour rate that covers the support costs for an entire program. Also known as “Power by the hour”. In this case, the contractor shall break out the flying hour costs associated with tasks that are considered depot-level maintenance. 3.3.1.11 Over

40、and above: Unprogrammed depot-level maintenance workload not previously identified in an original contract or work order. 4 Provided by IHSNot for ResaleNo reproduction or networking permitted without license from IHS-,-,-DI-MGMT-81749A 3.3.1.12 Maintenance (Shop Floor) engineering: Engineering acti

41、vities in direct support of and usually co-located with depot-level maintenance functions. 3.3.1.13 Extended/Negotiated warranty costs: Warranty terms and costs beyond the standard product warranty, which usually is provided without cost. Warranty costs that actually result in a cost to the governme

42、nt in addition to the acquisition cost for the end item or commodity. 3.3.1.14 Service Support Agreement: Same as extended warranty this is a flat rate paid by the customer, the government, over a set period of time, beyond the scope of the actual mean time between failure period. 3.3.1.15 Subcontra

43、cted/Routed workload costs: Tasks originally planned and funded as part of organic depot maintenance workload that are routed to a contractor due to backlog, insufficient capacity, or a need to utilize a proprietary process. Recent reported examples have been material plating sub-processes and aircr

44、aft paint. 3.3.1.16 Depot Material: A factor of production that may be included in one of the tasks listed above or broken out separately. Includes all government and contractor-furnished material, both consumable and recoverable items. 3.3.1.17 Logistics/Program Support: Management activity in dire

45、ct support of depot-level maintenance. Often an overhead task and considered a factor of production. Can be included in one of the tasks listed above or broken out separately. 3.3.2 Non-depot-level maintenance tasks. The tasks in this section are not considered depot-level maintenance. However, they

46、 will also be reported along with the costs associated with them. While these costs will not factor into the calculations used for reporting depot-level maintenance and in measuring 10 USC 2466 compliance, details in these task categories are necessary for audit purposes and to ensure 10 USC 2466 re

47、porting accuracy. Non-depot-level tasks are listed in, but not limited to, the tasks below: 3.3.2.1 Advisory and Assistance Services (A&AS)/Engineering Support Services: Tasks associated with general technical and engineering support services such as technical analysis, database development and main

48、tenance, cost analysis, document preparation, special studies, etc. 3.3.2.2 Contractor Operated & Maintained Base Supply Operations (COMBS): Base supply, material handling and turn-in, and distribution functions performed by a contractor. A supply chain management task. 3.3.2.3 Field Service Teams:

49、Field representatives located permanently on-site at field locations performing organizational or intermediate-level maintenance, supply chain management tasks, training, or advisory services. 5 Provided by IHSNot for ResaleNo reproduction or networking permitted without license from IHS-,-,-DI-MGMT-81749A 6 3.3.2.4 Modification Kit Procurement: Purchase of modification kits (not including installation of kits) 3.3.2.5 Softwa