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Last Updated 06/24/2009

Instructional Topics in The Federal Materiel Management Desk Reference

The Federal Materiel Management Desk Reference provides a best value solution to performance improvement with on demand learning and performance support as well as knowledge and skill assessments.

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Introduction to Federal Materiel Management

           Phase I Determination of Need

           Phase II Acquisition of Need

           Phase III Accountability and Maintainability

           Phase IV Utilization and Disposal

Conclusion to Federal Materiel Management

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Introduction to Federal Materiel Management

Introduction

  • Let's Begin
  • Federal Materiel Management as Logistics
  • What You Can Expect

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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

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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

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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

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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

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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

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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

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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

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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

Conclusion to Federal Materiel Management

Conclusion

  • Your Job Is Important

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