The Federal Materiel Management Desk Reference & Training Course

It is the goal of The Federal Materiel Management Desk Reference & Training Course to provide the premier knowledge management, e-learning and performance support system in Materiel Management for Federal employees, contractors and grantees.
The Federal Materiel Management Desk Reference & Training Course is an incomparable up-to-date guide to professional Materiel Management in the Federal sector.
Whether used for on-the-job performance support or formal training and education, Know Net 2 integrates "know why" with "know how" so you can "know now!"
The Federal Materiel Management Desk Reference & Training Course may be used for on-demand online learning and just-in-time performance support on the job. It may also be used as formal competency-based training and education by utilizing the Learning Objectives and Assessments with the Lessons in the course of instruction.
The Federal Materiel Management Desk Reference & Training Course is available through your Agency Portal, your Contractor/Grantee Portal or via Individual Subscription.
Please contact the Know Net 2 Help Desk at webmaster@knownet2.com to subscribe.
Features Key Federal Materiel Management Requirements
Compliant with Federal Management Regulation (FMR), Federal Property Management Regulation (FPMR), Federal Acquisition Regulation (FAR)
For an overview, view Know Net 2 Federal Materiel Management Desk Reference & Training Course e-Brochure (Note this PDF file requires Adobe Reader)
Provides On-Demand Learning, Performance Support, Formal Training and Education for Federal Materiel Management Professionals
The Federal Materiel Management Desk Reference & Training Course may be used for on-demand online learning and just-in-time performance support on the job. It may also be used as formal competency-based training and education by utilizing the Learning Objectives and Assessments with the Lessons in the course of instruction.
Competencies
The Federal Materiel Management Desk Reference & Training Course provides competency-based training, education and performance support.
Assessments
Assessments document knowledge transfer and the completed training and education for both individuals and their employers. Assessments are competency-based and available for each Module and Phase in The Federal Materiel Management Desk Reference & Training Course.
Pre-Tests
Final Tests
Learning Objectives
Learning Objectives are competency-based and are provided for each Lesson. Learning Objectives may also be accessed by Module and Phase in The Federal Materiel Management Desk Reference & Training Course. Learning Objectives enable users to know exactly what is expected of them in order to complete their training and education.
Modules, Phases and Lessons
Each Module and Phase contain Lessons which comprise a course of instruction. Each Lesson contains Learning Objectives, Module Resources, Lesson Topics and Lesson Resources. Lesson are heavily integrated with Federal Law, Regulation, Policy & Guidance. Lessons can be customized and delivered through Agency Portal, a Contractor/Grantee Portal or via Individual Subscription.
Tutorials
In addition to the Main Track of Instruction, The Federal Materiel Management Desk Reference & Training Course offers:
The Environmentally Preferable Purchasing (EPP) Tutorial
Continuing Education Units
Successful Completion of the Final Tests for All Modules and Phases Results in the Award of a Certificate of Completion and 5.0 Continuing Education Units (CEU).
Help Desk
We are here to help. Please contact us at any time on any issue at webmaster@knownet2.com
Delivery Options
Please contact the Know Net 2 Help Desk at webmaster@knownet2.com to subscribe.
Main Track of Instruction on The Federal Materiel Management Desk Reference & Training Course
Table of Contents
Introduction to Federal Materiel Management
Phase III Accountability and Maintainability
Phase IV Utilization and Disposal
Conclusion to Federal Materiel Management
Introduction to Federal Materiel Management
Introduction
Let's Begin
Federal Materiel Management as Logistics
What You Can Expect
Module I Overview
1.0 Introduction
What You Will Learn
Key Concepts, Principles and Procedures
1.2 Legal Basis
The Federal Property and Administrative Services (FPAS) Act of 1949
Public Law 84-863
FPAS and Public Law 84-863
The Legal Hierarchy
Agency Implementation
Sources of Information
1.3 The Federal Materiel Management Team
1.4 Customer Service
The Key Element to Success
Having a Positive Impact on Customer Needs
Customer Surveys
Customer Satisfaction Techniques
1.5 Achieving Excellence
Regulatory Support for Accountability and Results-Oriented Operations
Quality Assurance Programs
Key Administrative Management Performance Indicators
Key Operations Performance Indicators
1.6 Standards of Ethical Conduct
1.7 Summary
What We Accomplished
What's Next
Module II Key Concepts, Principles and Operating Ratios
2.0 Introduction
What You Will Learn
Key Concepts, Principles and Procedures
2.1 Key Concepts
The Unique Federal Supply Chain
The Impact of e-Business
Current Challenges
Property Accountability
Control Points
The Federal Materiel Management Life Cycle
The Cube Concept
Factors to Consider
Space is an Asset
2.2 Materiel Management Principles
2.2.1 The Twenty-One (21) General Principles of Materiel Management
2.2.2 The Seventeen (17) Material Handling (MHE) Principles
2.2.3 The Six (6) Container Principles
2.2.4 The Nine (9) Material Movement Principles
2.2.5 The Three (3) Industrial Trucking Principles
2.2.6 The Manpower Utilization Principle
2.3 Operating Ratios
The Eight (8) Key Operating Ratios
2.4 Summary
What We Accomplished
What's Next
Module III The Life Cycle
3.0 Introduction
What You Will Learn
Key Concepts, Principles and Procedures
3.1 Phase I Determination of Need
3.1.0 Introduction
Determination of Need - The First Phase of the Federal Materiel Management Life Cycle
The Objectives of Requirements Determination
3.1.1 Demand Analysis
Demand Analysis is the First Step in Requirements Determination
Types of Demands
Recurring and Non-Recurring Demands
Gross and Net Demands
Analysing Past Demands
Collecting Demand History
3.1.1.1 Forecasting
The Important Result of Forecasting
Recent Usage
An Example
Seasonal Forecasts
Trend Forecasts
An Example
When A Trend Must Be Considered
3.1.1.1.4 Customer Demands
Customer Demands Guide Stocking Decisions
The Relationship of Costs of Non-Stocking to Customer Demands
Differences in Recording Customer Demands in Perpetual vs. Physical Inventory Control Systems
3.1.1.1.5 Advanced Techniques in Forecasting
3.1.1.2 Sources of Data for Forecasting
Forecasting under a Perpetual Inventory Control System
Forecasting under a Physical Inventory Control System
3.1.1.3 Use of Rates & Factors in Forecasting
An Example
3.1.1.4 Average Monthly Demand (AMD)
The Formula for Calculating AMD
3.1.1.4.1 Program Change Factor (PCF)
Computing the Program Change Factor (PCF)
An Example
3.1.1.5 Forecasted Average Monthly Demand (FAMD)
An Example
3.1.2 Requirements Computation
The Second Step in Requirements Determination is Requirements Computations
Active Inventory
Safety Stock
The Requirements Stack
3.1.2.1.1 Economic Order Quantity (EOQ)
Using the EOQ Principle
The Formula for Calculating the EOQ
Costs to Order versus Costs to Hold
Three Steps for Effective Utilization of the Economic Order (EOQ) Principle
3.1.2.1.2 Economic Purchase Quantity (EPQ)
3.1.2.1.3 AQLT Requirement
Computing the AQLT
3.1.2.1.4 Safety Levels
3.1.2.2 Asset Computation
Consumable Item Assets
Reparable Item Assets
3.1.2.2.1 Computation Summary
3.1.3 Decision Analysis
The Third Step in Requirements Determination is Decision Analysis
The Key to Good Decision-Making
Political Factors
Competitive Factors
Uncertainty
Risk
Money
Preferences
Utility Theory
3.1.3.7 Qualitative/Quantitative Data
Qualitative Data
Quantitative Data
3.1.3.8 Doing Decision Analysis
Guidelines for Defining a Problem
Decision Matrix
Operational Environment
Financial Environment
Contractor Environment
Field Use
Item Specific Information
3.1.4 Review of Phase I
What We Accomplished
What's Next
3.2 Phase II Acquisition of Need
3.2.0 Introduction
Acquisition of Need - The Second Phase of the Federal Materiel Management Life Cycle
3.2.1 Sources of Supply
The Role of Lowest Price in Federal Supply Procurement
The Rules of Federal Acquisition Specify Order of Use
3.2.1.1.1 Agency Inventories
The First Source of Supply - Agency Inventories
3.2.1.1.2 Excess Supplies
The Second Source of Supply - Excess Supplies from Other Agencies
3.2.1.1.3 UNICOR
The Third Source of Supply - UNICOR
3.2.1.1.4 AbilityOne (formerly NIB/NISH)
The Fourth Source of Supply - AbilityOne (formerly NIB/NISH)
NIB
NISH
How to Order from AbilityOne (formerly NIB/NISH)
3.2.1.1.5 Stock Programs
The Fifth Source of Supply - GSA, DOD, and DVA Stock Programs
Federal Supply Classifications (FSC)
Structure of Federal Supply Classifications (FSC)
Federal Supply Classifications (FSC) and National Stock Numbers (NSNs)
Determining the Source of Supply
3.2.1.5.1 GSA Stock Program
Requirements to Use the GSA Stock Program
3.2.1.5.2 DLA Stock Program
Requirements to Use the DLA Stock Program
Defense Supply Centers (DSCS)
Inventory Control Points (ICPS)
3.2.1.5.3 VA Stock Program
Requirements to Use the DVA Stock Program
3.2.1.1.6 Federal Supply Schedules
The Sixth and Seventh Sources of Supply - Mandatory and Optional Federal Supply Schedules
Mandatory Federal Supply Schedules
Advantages of Federal Supply Schedules
3.2.1.1.6.1 Types of Schedules
Multiple Award Schedules (MAS)
Placement of Orders against Multiple Award Schedules
Procurement at the Lowest Price
Single Award Schedules
New Item Introductory Schedules (MIS)
3.2.1.1.6.2 Justifications
Factors Supporting Justification for Purchase at Other Than the Lowest Price
3.2.1.1.7 Commercial Sources
The Eighth Source of Supply - Commercial Sources of Supply
3.2.1.1.7.1 Indefinite Delivery Contracts
Types of Indefinite Delivery Contracts
Advantages of Indefinite Delivery Contracts
3.2.1.1.7.2 Blanket Purchase Orders (BPA)
Purpose of Blanket Purchase Agreements
Using a Blanket Purchase Agreement
3.2.1.1.7.3 Purchase Orders (PO)
Requirements for Using Purchase Orders
3.2.1.1.7.4 Governmentwide Purchase Card/SmartPay
3.2.2 Environmentally Preferable Purchasing (EPP)
Understanding the Environmental Impacts of Products and Services
Environmentally Preferable Purchasing (EPP) Overview
Incorporating Environmental Considerations into Purchasing Decisions
3.2.2.1 Environmentally Preferable Purchasing (EPP) Quick Start
Applying the Five Principles for Incorporating Environmental Consideration into
Purchasing Decisions
3.2.2.1.1 EPP Principle One
Principle One: Include Environmental Considerations in the Normal Purchasing Process
Step 1: Determining Your Organization's Needs and the Product or Service Characteristics Required to Meet the Need
Step 2: Conducting Preliminary Market Research
Step 3: Determining the Procurement Method
Step 4: Using the Right Source Order
Step 5: Evaluating the Overall Quality and Value
Step 6: Making the Final Selection of the Product or Service and Monitoring the Progress
So What Do You Actually Do to Put Principle One into Practice Exercises & Tests?
3.2.2.1.2 EPP Principle Two
Principle Two: Emphasize Pollution Prevention Early in the Purchasing Process
So What Do You Actually Do to Put Principle Two into Practice Exercises & Tests?
3.2.2.1.3 EPP Principle Three
Principle Three: Examine Multiple Environmental Attributes throughout the Product or Service Life Cycle
EPA's List of Environmental Attributes
3.2.2.1.4 EPP Principle Four
Principle Four: Compare Relevant Environmental Impacts when Selecting Products and Services
So What Do You Actually Do to Put Principle Four into Practice Exercises & Tests?
3.2.2.1.5 EPP Principle Five
Principle Five: Collect Accurate and Meaningful Information about Environmental Performance and Use It to Make Purchasing Decisions
So What Do You Actually Do to Put Principle Five into Practice Exercises & Tests?
3.2.2.1.6 Comprehensive Procurement Guidelines (CPGs)
EPA and the Comprehensive Procurement Guidelines (CPGs)
Buying Recycled-Content Products
3.2.2.1.7 Buying Recycled-Content Products
Benefits of Increased Efficiency
Buying Energy and Water Efficient Products
3.2.2.1.8 Buying Biobased Products
Buying Biobased Products
Alternative Fuels
3.2.2.1.9 Buying Information Technology (IT) Products
Special Considerations for Buying Information Technology (IT) Products
Environmental Attributes of Information Technology (IT) Products
3.2.2.1.10 Ozone and Ozone Depleting Substances (ODS)
Ozone and Ozone Depleting Susbtances (ODS)
The Significant New Alternatives Policy (SNAP) Program
Practical Steps
3.2.2.1.11 Environmentally Preferable Purchasing (EPP) is a Process
3.2.3 Requisitioning
FEDSTRIP
MILSTRIP
Exemptions
3.2.4 Cataloging
Objectives of the Federal Catalog System
The Importance of the National Stock Number (NSN)
Supply Management Codes
3.2.5 Review of Phase II
What We Accomplished
What's Next
3.3 Phase III Accountability and Maintainability
3.3.0 Introduction
Accountability & Maintainability - The Third Phase of the Federal Materiel Management Life Cycle
3.3.1 Barcodes and Radio Frequency Identification Devices (RFID)
Types of Barcodes
Radio Frequency Identification Devices (RFID)
3.3.2 Systems
3.3.3 Review of Phase II
What We Accomplished
What's Next
3.4 Phase IV Utilization and Disposal
3.4.0 Introduction
Utilization & Disposal - The Fourth Phase of the Federal Materiel Management Life Cycle
3.4.1 Receiving
The Importance of the Receiving Function
Types of Receiving
Accounting for Materiel Received
Discrepancies
3.4.1.1 Spotting Carriers
Advantages of Spotting Carriers
3.4.1.2 Acceptance Inspection
The Importance of Inspection
3.4.1.3 Discrepancies
GSA/DoD Procedures
Return of Material
Astray/Misdirected Shipments
Nonconformance
3.4.1.4 Hazardous Materials
3.4.1.5 Transport Identification
3.4.1.6 Quality Assurance
3.4.2 Storing
Efficient Storage Procedures
Factors Influencing Placement of Stored Items
3.4.2.1 Stock Location
Basic Stocking Principles
Stock Location Systems
Stocking Bins
3.4.2.2 Storage Methods
Loose-Issue Bin
Stacking
Types of Stack Storage
Stacking Rules
Block Stacks
Row Stacks
Honeycombing
The Positive Effect of Removal of Honeycombing - An Example
3.4.2.3 Material Handling Equipment
Equipment Selection
Equipment Maintenance
3.4.2.3.1 Manual Equipment
Hand Trucks
Stockpicker Truck
Pallet-Type Handlift Truck
Dollies
3.4.2.3.2 Lifting Vehicles
Walkie Stacker
Stock Selector
Tiering Trucks
Reach Narrow-Aisle Truck
Forklift Trucks
Cranes
Crane Trucks
3.4.2.3.3 Horizontal Transport
Fixed Platform Trucks
Burden Carrier Trucks
Warehouse Tractors
Warehouse Trailers
Straddle Hoists
Cargo Transporter Trucks
Conveyors
Automatic Guided Vehicles (AGVs)
3.4.2.3.4 Sorting Equipment
3.4.2.3.5 Accessories
Fork Extensions
Drum-Handling Sling
Drum-Handling Attachment
Bottom-Dumping Hopper
Ram
Lifting Arm Bar
Crane Boom Attached to Fork Lift Truck
Clamp
Revolving Carriage
Retriever Trailers
Safety Pallets
Pallet Slings
3.4.2.3.6 Dock Equipment
Bridge Plates
Mechanically Operated Ramps
Flip Ramp Dock Boards
Mobile Vehicle Loading Ramps
Dock Seal Head Pads
Portable Platforms
Bridge Plate Racks (link pending)
Car Door Openers
3.4.2.3.7 Storage Aids
Dunnage
Collars and Notched Spacers
Containers
Tote Pans
Pallets
Wire Baskets
Bins
Static Shelving
Drawers
Cabinets
Racks
Box Pallets
Pallet Support Sets
Storage and Retrieval Systems (SRSs)
3.4.2.4 Security of Materials in Storage
Preventing Pilferage
Loss Variables
Building Security
Security in Storage
Classified Secured Items
Special Requirements for Controlled Materials
Store Hazardous Material Separately
General Procedures for Handling Classified, Controlled and Hazardous Materials
3.4.2.5 Pest Management and Stock Preservation
The Objective of a Pest Management Program
Insecticide Use
Handling Infested or Contaminated Stock
Protection from Excess Moisture
Establishing Temperature Controlled Areas
Commodity Characteristics and Stock Preservation
3.4.3 Managing
3.4.3.1 Maximizing Stock Use
What/How Much to Stock
Non-Economic Considerations
Economic Considerations
Eliminating Items
Inactive and Slow-Moving Items
Standby or Reserve Items
Criteria for Eliminating Items from Inventory
Reducing Long Supply
Long Supply Greater than 10% of Total Stock of the Item
Disposition of Stock
3.4.3.1.1 Economic Retention
Definition of An Economic Retention Unit
Using Economic Retention Limits
Economic Retention Stock Criteria
3.4.3.1.2 Item Stock Records
3.4.3.1.3 Shelf-Life Items
Maximizing Use of Shelf-Life Items
Classifications of Shelf-Life Items (link pending)
Classifying Shelf-Life Items
Identifying Shelf-Life Items
Procurement of Shelf-Life Items
Control of Shelf-Life Items
Inspection of Shelf-Life Item
Marking of Shelf-Life Item
Inventory Analysis of Shelf-Life Item
3.4.3.2 Physical Inventories
Physical Inventory Defined
The Importance of Accurate Inventory Records
Types of Inventories
Complete Inventory
Special Inventory
Controlled Item Inventory
Selected Item Inventory
Operating Procedures
3.4.3.2.1 Preparing to Inventory
Training of Personnel
Identifying Items to Be Inventoried
Preparation of Stock
Separation of Controlled Items
Setting the Inventory Date
Recommended Communications
3.4.3.2.2 Conducting the Inventory
The Two Team Approach
Eliminating Errors
Inventory Accuracy Standards
3.4.3.3 Just-in-Time/Stockless
3.4.4 Issuing
Issue versus Shipment
Items Withheld from Issue
Importance of the Issuing Function
3.4.4.1 Methods of Issue
Direct Delivery
Stores Stock Issues
The Self-Service Method
Stock Level Review Recommended
Use Points
Issue of Hazardous Stock
3.4.4.2 Stock Picking
Using Location Codes and a Stock Location System
Considerations in Picking Stock
3.4.4.3 Shipping
Shipping Functions
Knowledge Requirements
Shipping Regulations
Basic Packing Principles
Prevention of Common Types of Damage
Improving Shipping Operations
3.4.5 Review of Phase IV
What We Accomplished
What's Next
3.5 Summary
What We Accomplished
What's Next
Module IV Safety
4.0 Introduction
What You Will Learn
Key Concepts, Principles and Procedures
4.1 Accident Prevention
Potential Safety Dangers and Hazards
Accident Prevention Programs
4.2 Safety Equipment and Clothing
4.3 Fire Protection
Recognizing Fire Hazards
Identifying Hazards in Different Types of Storage
Fighting Fires Quickly
The Importance of the Right Fire Extinguisher
4.4 Housekeeping
Receiving Area
Distribution Staging Area
Storage Areas
Weekly Inspection
4.5 Rules for Safe Storage
How to Place and Secure Materiel
4.5.1 Floor Load Limits
4.5.2 Spontaneous Combustion
Poor Housekeeping is the Chief Cause of Fire
4.5.3 Adequate Illumination
The Advantages of Adequate Lighting
Restrictions on Use of Fluorescent Lighting
4.5.4 Sizes, Heights and Clearances
Sprinkler Systems
Below Joists, Rafters, Beams, and Roof Trusses
Light or Heating Fixtures
Clearances between Stored Materials and Walls
4.5.5 Signs and Color Codes
No Smoking Signs
Directional Arrows (OSHA 1910.145)
4.6 Powered Material-Handling Equipment
Use the Right Equipment for the Job
General Safety Rules
Fire Prevention
Safety Guards
Spills
4.6.3 Operator Safety
Powered MHE Operator Safety Rules
4.6.4 MHE Truck Safety
Powered MHE Truck Safety Rules
4.6.4.1 Forklift Safety
Powered Forklift Truck Safety Rules
4.6.4.2 Straddle Carry Truck Safety
Powered Straddle Carry Truck Safety Rules
4.6.4.3 Tractor-Trailer Train Safety
Powered Tractor Trailor Safety Rules
4.6.4.4 Crane Safety
Powered Crane Safety Rules
4.6.4.5 Carbon Monoxide
The Dangers of Carbon Monoxide
Ventilation
The Importance of Using Exhaust Gas Purification Devices
Requirements for Use of Carbon Monoxide Detection and Measurement Devices
4.6.4.6 Bridge Plates
Bridge Plate Requirement
4.7 Non-Powered Material-Handling Equipment
Fork Lift Extensions
Standard Safety Pallets
Recommended Ladder Construction
Ladder Safety Considerations
4.8 Manual Hauling
The Proper Way to Lift Heavy Objects
Lifting with Another Person
4.9 Loading/Unloading
Railroad Cars
The Proper Way to Open Boxcar Doors
Checking Contents
Use of Cranes
Hopper Cars
Use of Bridge Plates
Prohibition against Use of Forklifts and Tractors to Push or Pull Railcars
Use of Wheel Stops
4.10 Building/Physical Equipment
4.11 Summary
What We Accomplished
What's Next
Module V Distribution Optimization
5.0 Introduction
What You Will Learn
Key Concepts, Principles and Procedures
Techniques for Optimizing Operations
5.1 Distribution Facility Design
Classifications of Distribution Facilities
5.2 Space Planning
Space Computations
5.2.1 Space Utilization
Calculations
The Objective of Space Utilization
Space Utilization Formulas
5.2.2 Receiving/Shipping Space
Product Flow Patterns
5.2.3 Storage Space
Determining the Load Characteristic
Unit Loads
Storage Modules for Different Load Characteristics
Consider Materials Handling Equipment (MHE) Requirements
5.2.4 Order Processing Space
Design of Order Processing Systems
Movement Analysis
Order Picking Strategy
5.3 Operations Management
5.3.1 Time Standards
5.3.2 Cost Calculations
Capital and Operating Costs
Operating Ratios Facilitate Cost and Efficiency Analysis
5.4 Summary
What We Accomplished
What's Next
Conclusion to Federal Materiel Management
Conclusion
Your Job Is Important