Plan-to-Stock |
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| Type - L0 E2E Business Flow | |
| Description: | Plan to Stock encompasses all business functions necessary to plan, procure, produce, inventory, and stock materials used both in operations and maintenance (O&M) as well as for sale. |
L1 E2E Business Flow |
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| L1 E2E Business Flow | L1 Description | BPM Processes | Process Description |
|---|---|---|---|
| Create Inventory Plan | Create Inventory Plan involves development of planning strategies to fulfill both existing and forecasted requirements. The development of planning strategies includes the use of demand management to correctly interpret existing and forecasted requirements and determine inventory fulfillment strategies through manufacturing, repair, refurbishment and/or procurement of product(s). Various planning strategies may be employed to properly address for example make-to-order and make-to-stock business environments. This in-turn may be applied to Material Requirements Planning (MRP). This process will also involve the maintenance of a comprehensive and accurate listing of inventory available to fill customer requisitions. | Collect and Analyze Requirement | This process involves collecting new and past requirements, assessing past contracts and orders from various sources, and analyzing these requirements, contracts, and orders to support planning for strategic sourcing. The intent of this process is to categorize and summarize requirements to enable the DoD to begin identifying demand in order to perform strategic sourcing. Analysis includes, but is not limited to, rationalizing collected requirements, developing alternatives for fulfilling requests, and negotiating alternatives with requestors. |
| Create Inventory Plan | Create Inventory Plan involves development of planning strategies to fulfill both existing and forecasted requirements. The development of planning strategies includes the use of demand management to correctly interpret existing and forecasted requirements and determine inventory fulfillment strategies through manufacturing, repair, refurbishment and/or procurement of product(s). Various planning strategies may be employed to properly address for example make-to-order and make-to-stock business environments. This in-turn may be applied to Material Requirements Planning (MRP). This process will also involve the maintenance of a comprehensive and accurate listing of inventory available to fill customer requisitions. | Forecast Demand | This process uses sourcing information to forecast demand and produces forecasted requirements. The intent behind forecasting is to strategically and proactively position the DoD to meet its demands and derive the best possible value from relationships with suppliers, rather than react tactically to requirements. |
| Create Inventory Plan | Create Inventory Plan involves development of planning strategies to fulfill both existing and forecasted requirements. The development of planning strategies includes the use of demand management to correctly interpret existing and forecasted requirements and determine inventory fulfillment strategies through manufacturing, repair, refurbishment and/or procurement of product(s). Various planning strategies may be employed to properly address for example make-to-order and make-to-stock business environments. This in-turn may be applied to Material Requirements Planning (MRP). This process will also involve the maintenance of a comprehensive and accurate listing of inventory available to fill customer requisitions. | Populate Asset Data Elements | The Populate Asset Data Elements process assigns asset information to data elements fields. |
| Create Inventory Plan | Create Inventory Plan involves development of planning strategies to fulfill both existing and forecasted requirements. The development of planning strategies includes the use of demand management to correctly interpret existing and forecasted requirements and determine inventory fulfillment strategies through manufacturing, repair, refurbishment and/or procurement of product(s). Various planning strategies may be employed to properly address for example make-to-order and make-to-stock business environments. This in-turn may be applied to Material Requirements Planning (MRP). This process will also involve the maintenance of a comprehensive and accurate listing of inventory available to fill customer requisitions. | Validate Asset Data Elements | The Validate Asset Data Elements process ensures asset information correlates to the established data elements in the inventory system, and verifies the asset information is correct and complete. |
| Determine Source | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | ||
| Determine Source-1 | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | ||
| Determine Source | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Analyze Spend Information | This process involves analyzing aggregated spend information and generating specific spend reports to support development of sourcing plans. Spend information includes post-award data used to identify strategic sourcing opportunities, such as total obligated amount per fiscal year, socio-economic information, and supplier concentration. |
| Determine Source-1 | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Analyze Spend Information | This process involves analyzing aggregated spend information and generating specific spend reports to support development of sourcing plans. Spend information includes post-award data used to identify strategic sourcing opportunities, such as total obligated amount per fiscal year, socio-economic information, and supplier concentration. |
| Determine Source | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Award Agreement | This process includes establishing the terms and conditions and unit prices in the agreement and award of the agreement for commercial suppliers. After award of the agreement, post-award notifications/synopses are done. The agreement is used to identify goods or services where terms, such as pricing and/or discounts have been negotiated. An agreement does not guarantee a purchase volume, level or value to the supplier of the goods or services. An agreement also applies to memorandums of agreement/understanding, public land orders, permits, licenses, and donations and transfers involving real property. It may include comprehensive terms and conditions, performance criteria or other service level requirements that are expected and agreed to. |
| Determine Source-1 | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Award Agreement | This process includes establishing the terms and conditions and unit prices in the agreement and award of the agreement for commercial suppliers. After award of the agreement, post-award notifications/synopses are done. The agreement is used to identify goods or services where terms, such as pricing and/or discounts have been negotiated. An agreement does not guarantee a purchase volume, level or value to the supplier of the goods or services. An agreement also applies to memorandums of agreement/understanding, public land orders, permits, licenses, and donations and transfers involving real property. It may include comprehensive terms and conditions, performance criteria or other service level requirements that are expected and agreed to. |
| Determine Source | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Award Contract or Acknowledge Order or Issue Modification | This process involves awarding a mutually agreed upon contract or contract modification to a supplier or acknowledging an intragovernmental order or modification that has already been accepted by the Government supplier. When a contract is awarded, the contract is sent to the supplier and other internal departments for reference. This process initiates the obligation of funds. |
| Determine Source-1 | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Award Contract or Acknowledge Order or Issue Modification | This process involves awarding a mutually agreed upon contract or contract modification to a supplier or acknowledging an intragovernmental order or modification that has already been accepted by the Government supplier. When a contract is awarded, the contract is sent to the supplier and other internal departments for reference. This process initiates the obligation of funds. |
| Determine Source | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Conduct Source Selection | This process may include, but is not limited to, reviewing past performance, evaluating offers, conducting limited exchanges with offerors or suppliers, establishing competitive ranges, conducting discussion/negotiation with offerors or suppliers, requesting final revisions for proposals, reviewing and evaluating final offers, and de briefing pre award. |
| Determine Source-1 | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Conduct Source Selection | This process may include, but is not limited to, reviewing past performance, evaluating offers, conducting limited exchanges with offerors or suppliers, establishing competitive ranges, conducting discussion/negotiation with offerors or suppliers, requesting final revisions for proposals, reviewing and evaluating final offers, and de briefing pre award. |
| Determine Source | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Create Draft Request for Proposal | This process includes the creation of the Draft Request for Proposal which may be made available to potential commercial suppliers for comment. Methods by which the Draft Request for Proposal may be made available include posting the draft document, one on one discussion with the supplier, or large multi-supplier review/pre solicitation conferences (e.g. Industry Day). |
| Determine Source-1 | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Create Draft Request for Proposal | This process includes the creation of the Draft Request for Proposal which may be made available to potential commercial suppliers for comment. Methods by which the Draft Request for Proposal may be made available include posting the draft document, one on one discussion with the supplier, or large multi-supplier review/pre solicitation conferences (e.g. Industry Day). |
| Determine Source | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Develop Negotiation Summary and Recommendation | This process includes developing the final documentation of the rationale for the identified source, the draft agreement and/or modifications to the draft agreement, and the contract specifications when an agreement is not needed. This may also include obtaining necessary approvals and clearance to move forward (e.g., congressional notification, notice to unsuccessful offerors, notification to Equal Employment Opportunity Commission (EEOC), etc.) as necessary. The intent is to document the rationale for the government's decision to proceed with the chosen sourcing strategy. |
| Determine Source-1 | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Develop Negotiation Summary and Recommendation | This process includes developing the final documentation of the rationale for the identified source, the draft agreement and/or modifications to the draft agreement, and the contract specifications when an agreement is not needed. This may also include obtaining necessary approvals and clearance to move forward (e.g., congressional notification, notice to unsuccessful offerors, notification to Equal Employment Opportunity Commission (EEOC), etc.) as necessary. The intent is to document the rationale for the government's decision to proceed with the chosen sourcing strategy. |
| Determine Source | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Develop Procurement Instrument or Supplemental Procurement Instrument | This process involves the development or refinement of a procurement instrument. It is triggered when commitments have been verified against funded requirements, updated commitments for existing requirements have been received, and/or contract or modifications have been received. The process includes ensuring that the terms, conditions, and provisions meet the demand needs, as well as the requirements of applicable regulations, policy, and statute. This process may involve collaboration with a program manager before award and generate the information necessary to obligate/deobligate funds, and may involve verification of the supplier's inventory availability before award. |
| Determine Source-1 | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Develop Procurement Instrument or Supplemental Procurement Instrument | This process involves the development or refinement of a procurement instrument. It is triggered when commitments have been verified against funded requirements, updated commitments for existing requirements have been received, and/or contract or modifications have been received. The process includes ensuring that the terms, conditions, and provisions meet the demand needs, as well as the requirements of applicable regulations, policy, and statute. This process may involve collaboration with a program manager before award and generate the information necessary to obligate/deobligate funds, and may involve verification of the supplier's inventory availability before award. |
| Determine Source | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Develop Sourcing Strategy | This process determines the plan to acquire supplier / Government provided goods and services that satisfy the verified requirement. This includes identification of the method of procurement and the sourcing strategy (e.g., contracting requirements, stock issuance). Other activities that may be required are the identification of information such as program risks, milestones, funding, security, and information assurance based on the complexity of the requirement. Also includes the ability to analyze spend data, conduct market analysis, and assess acquisition business plan and procurement documents to develop sourcing strategies. Actions include analyzing spend information, conducting market research and forecasting demand. |
| Determine Source-1 | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Develop Sourcing Strategy | This process determines the plan to acquire supplier / Government provided goods and services that satisfy the verified requirement. This includes identification of the method of procurement and the sourcing strategy (e.g., contracting requirements, stock issuance). Other activities that may be required are the identification of information such as program risks, milestones, funding, security, and information assurance based on the complexity of the requirement. Also includes the ability to analyze spend data, conduct market analysis, and assess acquisition business plan and procurement documents to develop sourcing strategies. Actions include analyzing spend information, conducting market research and forecasting demand. |
| Determine Source | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Develop or Refine Sourcing Plan | This process includes creating or modifying a sourcing plan based, in part, upon requirements forecast, past spend data, market research, and supplier planning information. The intent of this process is to enable aggregation of demand for goods and services and derive benefits from economies of scale, to the extent possible, on the basis of DoD wide demand. This process also involves reviewing and approving or disapproving the sourcing plan. During this process, the sourcing plan will also include the necessary information required for identifying rules and requirements to support asset valuation process. In addition, this process identifies requirements that are for purchases under $2,500 and therefore considered micropurchases, and provides appropriate authorization to use a purchase card for those requirements. |
| Determine Source-1 | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Develop or Refine Sourcing Plan | This process includes creating or modifying a sourcing plan based, in part, upon requirements forecast, past spend data, market research, and supplier planning information. The intent of this process is to enable aggregation of demand for goods and services and derive benefits from economies of scale, to the extent possible, on the basis of DoD wide demand. This process also involves reviewing and approving or disapproving the sourcing plan. During this process, the sourcing plan will also include the necessary information required for identifying rules and requirements to support asset valuation process. In addition, this process identifies requirements that are for purchases under $2,500 and therefore considered micropurchases, and provides appropriate authorization to use a purchase card for those requirements. |
| Determine Source | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Establish Sourcing Vehicle with Commercial Sources | A sequence of processes that is triggered by an approved sourcing plan and results in the creation of an agreement with a commercial supplier. This process may include, but is not limited to, issuing pre-solicitation and solicitation notices, receiving inputs from potential suppliers, responding to queries, receiving and evaluating proposals, and conducting source selection. |
| Determine Source-1 | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Establish Sourcing Vehicle with Commercial Sources | A sequence of processes that is triggered by an approved sourcing plan and results in the creation of an agreement with a commercial supplier. This process may include, but is not limited to, issuing pre-solicitation and solicitation notices, receiving inputs from potential suppliers, responding to queries, receiving and evaluating proposals, and conducting source selection. |
| Determine Source | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Execute Contract | This is the process whereby funded requirements with commitments result in a contract award or an intragovernmental order acceptance and acknowledgement. |
| Determine Source-1 | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Execute Contract | This is the process whereby funded requirements with commitments result in a contract award or an intragovernmental order acceptance and acknowledgement. |
| Determine Source | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Finalize Request for Proposal | This process includes preparation of the Request for Proposal for approval by the Contracting Officer for release to industry/suppliers. This process may include incorporation of commercial supplier comments into the Request for Proposal and incorporation of any revisions. This includes amendments to the released Request for Proposals. The intent is to prepare a publicly releasable document that communicates the Government's requirements to suppliers, and to provide sufficient information so that the suppliers are able to prepare a proposal. |
| Determine Source-1 | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Finalize Request for Proposal | This process includes preparation of the Request for Proposal for approval by the Contracting Officer for release to industry/suppliers. This process may include incorporation of commercial supplier comments into the Request for Proposal and incorporation of any revisions. This includes amendments to the released Request for Proposals. The intent is to prepare a publicly releasable document that communicates the Government's requirements to suppliers, and to provide sufficient information so that the suppliers are able to prepare a proposal. |
| Determine Source | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Manage Execution Fund Account | This process includes establishing an initial appropriation fund balance for each program and decrementing the amount of available funds as spending activity occurs. This process allows for funds control validation prior to approval of commitments, obligations, supply chain entitlements, and expenditures. The process supports the Commitment and Obligation of the funds requested from other activities. Commitments, obligations, entitlements, and expenditures would decrease the available fund balance. |
| Determine Source-1 | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Manage Execution Fund Account | This process includes establishing an initial appropriation fund balance for each program and decrementing the amount of available funds as spending activity occurs. This process allows for funds control validation prior to approval of commitments, obligations, supply chain entitlements, and expenditures. The process supports the Commitment and Obligation of the funds requested from other activities. Commitments, obligations, entitlements, and expenditures would decrease the available fund balance. |
| Determine Source | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Negotiate with Single Source | This process includes discussions between the DoD buyer and the identified single source supplier. It may include analyzing proposal or solicitation quote, one pass pricing, conducting negotiations, etc. |
| Determine Source-1 | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Negotiate with Single Source | This process includes discussions between the DoD buyer and the identified single source supplier. It may include analyzing proposal or solicitation quote, one pass pricing, conducting negotiations, etc. |
| Determine Source | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Post to General Ledger | The Post to General Ledger Process involves the capturing, summarizing and posting of the financial impact of business events. The core steps performed within this process include capturing the business event, generating the general ledger transaction and posting the transaction. |
| Determine Source-1 | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Post to General Ledger | The Post to General Ledger Process involves the capturing, summarizing and posting of the financial impact of business events. The core steps performed within this process include capturing the business event, generating the general ledger transaction and posting the transaction. |
| Determine Source | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Prepare Pre Solicitation Notice | This process includes generating a pre-solicitation notice to support sourcing decisions. The intent is to give potential suppliers notice regarding a potential solicitation in order to generate interest and enable the buyer to receive the best value through increased competition. |
| Determine Source-1 | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Prepare Pre Solicitation Notice | This process includes generating a pre-solicitation notice to support sourcing decisions. The intent is to give potential suppliers notice regarding a potential solicitation in order to generate interest and enable the buyer to receive the best value through increased competition. |
| Determine Source | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Receive Public Comments on Draft Request for Proposal | The received comments may or may not be incorporated for final release of the Request for Proposal for approval. |
| Determine Source-1 | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Receive Public Comments on Draft Request for Proposal | The received comments may or may not be incorporated for final release of the Request for Proposal for approval. |
| Determine Source | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Review and Approve Request for Proposal | This process involves the contracting officer reviewing the request for proposal for approval. When it's unapproved, additional modifications are made prior to re-submission for review and approval. |
| Determine Source-1 | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Review and Approve Request for Proposal | This process involves the contracting officer reviewing the request for proposal for approval. When it's unapproved, additional modifications are made prior to re-submission for review and approval. |
| Determine Source | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Search Agreements | This process consists of searching agreements to determine if a requirement matches existing agreements and selecting the appropriate segment. If an existing agreement does not exist, a new agreement will need to be developed for that requirement. |
| Determine Source-1 | Determine Source is the process of identifying and executing inventory fulfillment against a specific source for manufacturing, repair, refurbishment or procurement. Factors such as lead time, capacity and cost enter into the decision making process. Goods, determined to be procured, will follow a process involving requirements identification, sourcing, contract management, purchasing, payment management, and receipt/debt management. Goods, determined to be manufactured, repaired or refurbished will follow a process that includes conversion of planned orders into production/repair orders, scheduling, capacity and material availability checks, order confirmations (shop reporting), goods receipt into inventory and order close-out. | Search Agreements | This process consists of searching agreements to determine if a requirement matches existing agreements and selecting the appropriate segment. If an existing agreement does not exist, a new agreement will need to be developed for that requirement. |
| Receive, Accept and Warehouse Inventory | Receive, Accept and Warehouse Inventory is a multi-step involving formal receipt, acceptance and warehousing of inventory. The receipt process involves confirmation by an authorized official that inventory (including in-transit inventory and customer returns) was received. The acceptance process involves either a Formal acceptance of delivery by the government or a return or other action when formal acceptance of delivery was not rendered. Warehousing includes taking physical custody and providing appropriate storage. In addition, this process includes proper labeling and storage in accordance with the specific storage requirements for each type of material as well as labeling to allow for efficient interrogation of materials on-hand during inventory audits. | Accept Other Goods and Services | This process includes the act of an authorized representative assuming ownership and accountability of existing identified goods tendered or approved specific services rendered. This includes final review and signing of documentation that triggers payment, asset accountability, inventory record updates, etc. This process applies to all goods and services, excluding real property. |
| Receive, Accept and Warehouse Inventory | Receive, Accept and Warehouse Inventory is a multi-step involving formal receipt, acceptance and warehousing of inventory. The receipt process involves confirmation by an authorized official that inventory (including in-transit inventory and customer returns) was received. The acceptance process involves either a Formal acceptance of delivery by the government or a return or other action when formal acceptance of delivery was not rendered. Warehousing includes taking physical custody and providing appropriate storage. In addition, this process includes proper labeling and storage in accordance with the specific storage requirements for each type of material as well as labeling to allow for efficient interrogation of materials on-hand during inventory audits. | Acknowledge Goods Tendered and Services Rendered | This process involves the receipt of verification that goods were tendered or service was rendered, but does not include evaluation of quality or compliance with terms and conditions of the contract or order. This process includes updating shipping information, unloading transport, noting date physically received, verifying with manifest, noting visual condition and item count, and electronic delivery acknowledgement. Acknowledgement of receipt of evidence of performance triggers the clock for constructive acceptance. |
| Receive, Accept and Warehouse Inventory | Receive, Accept and Warehouse Inventory is a multi-step involving formal receipt, acceptance and warehousing of inventory. The receipt process involves confirmation by an authorized official that inventory (including in-transit inventory and customer returns) was received. The acceptance process involves either a Formal acceptance of delivery by the government or a return or other action when formal acceptance of delivery was not rendered. Warehousing includes taking physical custody and providing appropriate storage. In addition, this process includes proper labeling and storage in accordance with the specific storage requirements for each type of material as well as labeling to allow for efficient interrogation of materials on-hand during inventory audits. | Acknowledge Other Goods and Services | This process involves the receipt of verification that goods were tendered or service was rendered, but does not include evaluation of quality or compliance with terms and conditions of the contract or order. This process includes updating shipping information, unloading transport, noting date physically received, verifying with manifest, noting visual condition and item count, and electronic delivery acknowledgement. Acknowledgement of receipt of evidence of performance triggers the clock for constructive acceptance. This process applies to all goods and services, excluding real property. |
| Receive, Accept and Warehouse Inventory | Receive, Accept and Warehouse Inventory is a multi-step involving formal receipt, acceptance and warehousing of inventory. The receipt process involves confirmation by an authorized official that inventory (including in-transit inventory and customer returns) was received. The acceptance process involves either a Formal acceptance of delivery by the government or a return or other action when formal acceptance of delivery was not rendered. Warehousing includes taking physical custody and providing appropriate storage. In addition, this process includes proper labeling and storage in accordance with the specific storage requirements for each type of material as well as labeling to allow for efficient interrogation of materials on-hand during inventory audits. | Deliver Property and Forces | This process satisfies the needs of internal and external customers, as evidenced by orders (i.e., requisitions, purchase orders or contracts), by issuing or transporting forces, inventory and related materials or capital equipment. Property and forces come under control of the Deliver activity when they are received at staging. The Deliver process is triggered when an inquiry, order or orders are received from a customer. It includes the care and custody of the forces, goods, picking orders, arranging transportation and issuing, transporting or shipping the forces or goods. The Deliver process is complete when the goods or forces have been received by the consignee, acknowledged and invoiced, and the in transit record has been cleared. As referenced by the SCOR model DELIVER. |
| Receive, Accept and Warehouse Inventory | Receive, Accept and Warehouse Inventory is a multi-step involving formal receipt, acceptance and warehousing of inventory. The receipt process involves confirmation by an authorized official that inventory (including in-transit inventory and customer returns) was received. The acceptance process involves either a Formal acceptance of delivery by the government or a return or other action when formal acceptance of delivery was not rendered. Warehousing includes taking physical custody and providing appropriate storage. In addition, this process includes proper labeling and storage in accordance with the specific storage requirements for each type of material as well as labeling to allow for efficient interrogation of materials on-hand during inventory audits. | Finalize Acceptance | This process includes the act of an authorized representative assuming ownership and accountability of existing identified goods tendered or approved specific services rendered. This includes final review and signing of documentation that triggers final payment, asset accountability, inventory record updates, etc. For intragovernmental orders, acceptance is deemed to occur constructively, unless otherwise denoted in the order, on the 7th calendar day after the Government buyer receives delivery of supplies or performance of services in accordance with the terms and conditions of the order, unless there is a disagreement over quantity, quality, or compliance with other terms and conditions of the order. The trading partners may specify a longer period for constructive acceptance in the solicitation and resulting order, if required, but must document in the file the justification for extending the constructive acceptance period beyond 7 days. Constructive acceptance for intragovernmental orders will trigger the payment process. The definition of constructive acceptance should not be interpreted to conflict with established/existing FAR or FMR definitions or other regulatory guidance. This definition is strictly to apply to intragovernmental reimbursable transactions only, and occurs after initial acceptance by the government. |
| Receive, Accept and Warehouse Inventory | Receive, Accept and Warehouse Inventory is a multi-step involving formal receipt, acceptance and warehousing of inventory. The receipt process involves confirmation by an authorized official that inventory (including in-transit inventory and customer returns) was received. The acceptance process involves either a Formal acceptance of delivery by the government or a return or other action when formal acceptance of delivery was not rendered. Warehousing includes taking physical custody and providing appropriate storage. In addition, this process includes proper labeling and storage in accordance with the specific storage requirements for each type of material as well as labeling to allow for efficient interrogation of materials on-hand during inventory audits. | Inspect Other Goods and Services | This process includes a check on kind and verification of count and condition of goods received and services rendered. This includes evaluation of quality and compliance with the technical specifications of the contract. A discrepancy report is created if a discrepancy is noted. This process applies to all goods and services, excluding real property. |
| Receive, Accept and Warehouse Inventory | Receive, Accept and Warehouse Inventory is a multi-step involving formal receipt, acceptance and warehousing of inventory. The receipt process involves confirmation by an authorized official that inventory (including in-transit inventory and customer returns) was received. The acceptance process involves either a Formal acceptance of delivery by the government or a return or other action when formal acceptance of delivery was not rendered. Warehousing includes taking physical custody and providing appropriate storage. In addition, this process includes proper labeling and storage in accordance with the specific storage requirements for each type of material as well as labeling to allow for efficient interrogation of materials on-hand during inventory audits. | Maintain Asset Information | This process ensures that individual physical and fiscal records contained in the asset management system are fully consistent with the actual status of the asset item, including the item's physical status, valuation, etc. This process will ensure that a history of changes to both physical and fiscal aspects of assets throughout the lifecycle of the asset are maintained. |
| Receive, Accept and Warehouse Inventory | Receive, Accept and Warehouse Inventory is a multi-step involving formal receipt, acceptance and warehousing of inventory. The receipt process involves confirmation by an authorized official that inventory (including in-transit inventory and customer returns) was received. The acceptance process involves either a Formal acceptance of delivery by the government or a return or other action when formal acceptance of delivery was not rendered. Warehousing includes taking physical custody and providing appropriate storage. In addition, this process includes proper labeling and storage in accordance with the specific storage requirements for each type of material as well as labeling to allow for efficient interrogation of materials on-hand during inventory audits. | Manage General Ledger | The ability to record financial transactions as updates to specific proprietary, budgetary, and memorandum general ledger accounts in accordance with Federal Accounting Standard Advisory Board standards, General Accepted Accounting Principles and regulatory requirements; to define the use of, and rules to, control General Ledger accounts; and to conduct General Ledger analyses and reconciliations. |
| Receive, Accept and Warehouse Inventory | Receive, Accept and Warehouse Inventory is a multi-step involving formal receipt, acceptance and warehousing of inventory. The receipt process involves confirmation by an authorized official that inventory (including in-transit inventory and customer returns) was received. The acceptance process involves either a Formal acceptance of delivery by the government or a return or other action when formal acceptance of delivery was not rendered. Warehousing includes taking physical custody and providing appropriate storage. In addition, this process includes proper labeling and storage in accordance with the specific storage requirements for each type of material as well as labeling to allow for efficient interrogation of materials on-hand during inventory audits. | Manage Inbound and Outbound Shipments | This process addresses the receiving, storing, and issuing of materiel at a storage location to produce shipping and packing information required to transport requested materiel/cargo to a specified destination. (SCOR D1.8, D1.9, D1.10, DR1.3) |
| Receive, Accept and Warehouse Inventory | Receive, Accept and Warehouse Inventory is a multi-step involving formal receipt, acceptance and warehousing of inventory. The receipt process involves confirmation by an authorized official that inventory (including in-transit inventory and customer returns) was received. The acceptance process involves either a Formal acceptance of delivery by the government or a return or other action when formal acceptance of delivery was not rendered. Warehousing includes taking physical custody and providing appropriate storage. In addition, this process includes proper labeling and storage in accordance with the specific storage requirements for each type of material as well as labeling to allow for efficient interrogation of materials on-hand during inventory audits. | Match Acceptance and Obligating Document | This process includes matching the acceptance evidence and the obligating document. Payment requests with improper documentation will be returned to the originating source as a result of the two-way match. |
| Receive, Accept and Warehouse Inventory | Receive, Accept and Warehouse Inventory is a multi-step involving formal receipt, acceptance and warehousing of inventory. The receipt process involves confirmation by an authorized official that inventory (including in-transit inventory and customer returns) was received. The acceptance process involves either a Formal acceptance of delivery by the government or a return or other action when formal acceptance of delivery was not rendered. Warehousing includes taking physical custody and providing appropriate storage. In addition, this process includes proper labeling and storage in accordance with the specific storage requirements for each type of material as well as labeling to allow for efficient interrogation of materials on-hand during inventory audits. | Match Obligating Document, Acceptance and Payment Request | This process applies the matching rules for transactions requiring a three-way match. This process includes comparing the payment request to the acceptance evidence and the obligating document. Payment requests with improper documentation will be returned to the originating source as a result of the three-way match. |
| Receive, Accept and Warehouse Inventory | Receive, Accept and Warehouse Inventory is a multi-step involving formal receipt, acceptance and warehousing of inventory. The receipt process involves confirmation by an authorized official that inventory (including in-transit inventory and customer returns) was received. The acceptance process involves either a Formal acceptance of delivery by the government or a return or other action when formal acceptance of delivery was not rendered. Warehousing includes taking physical custody and providing appropriate storage. In addition, this process includes proper labeling and storage in accordance with the specific storage requirements for each type of material as well as labeling to allow for efficient interrogation of materials on-hand during inventory audits. | Match Payment Request and Obligating Document | This process receives and matches the payment request including any required government approvals and obligating document to determine entitlements due to the vendor. Payment requests with improper documentation will be returned to the originating source as a result of the two-way match. |
| Receive, Accept and Warehouse Inventory | Receive, Accept and Warehouse Inventory is a multi-step involving formal receipt, acceptance and warehousing of inventory. The receipt process involves confirmation by an authorized official that inventory (including in-transit inventory and customer returns) was received. The acceptance process involves either a Formal acceptance of delivery by the government or a return or other action when formal acceptance of delivery was not rendered. Warehousing includes taking physical custody and providing appropriate storage. In addition, this process includes proper labeling and storage in accordance with the specific storage requirements for each type of material as well as labeling to allow for efficient interrogation of materials on-hand during inventory audits. | Perform Acceptance Procedures | 10/12/2010 From EBPM (release 2.3) This process comprises documenting the date and location the acceptance procedures were performed as well as verifying that the goods or services received met contractual requirements. Perform Acceptance Procedures for Other Goods and Services (this process is in the current BEA, but the last sentence would need removal) This process includes the initiation and processing of the necessary activities to accept goods or services. This includes evaluating and validating goods and/or services against the invoice, receiving report, and terms and conditions specified in the contract or intragovernmental order. A discrepancy report is created if a discrepancy is noted. |
| Receive, Accept and Warehouse Inventory | Receive, Accept and Warehouse Inventory is a multi-step involving formal receipt, acceptance and warehousing of inventory. The receipt process involves confirmation by an authorized official that inventory (including in-transit inventory and customer returns) was received. The acceptance process involves either a Formal acceptance of delivery by the government or a return or other action when formal acceptance of delivery was not rendered. Warehousing includes taking physical custody and providing appropriate storage. In addition, this process includes proper labeling and storage in accordance with the specific storage requirements for each type of material as well as labeling to allow for efficient interrogation of materials on-hand during inventory audits. | Perform Acceptance Procedures for Other Goods and Services | This process includes the initiation and processing of the necessary activities to accept goods or services. This includes evaluating and validating goods and/or services against the invoice, receiving report, and terms and conditions specified in the contract or intragovernmental order. A discrepancy report is created if a discrepancy is noted. This process applies to all goods and services, excluding real property. |
| Receive, Accept and Warehouse Inventory | Receive, Accept and Warehouse Inventory is a multi-step involving formal receipt, acceptance and warehousing of inventory. The receipt process involves confirmation by an authorized official that inventory (including in-transit inventory and customer returns) was received. The acceptance process involves either a Formal acceptance of delivery by the government or a return or other action when formal acceptance of delivery was not rendered. Warehousing includes taking physical custody and providing appropriate storage. In addition, this process includes proper labeling and storage in accordance with the specific storage requirements for each type of material as well as labeling to allow for efficient interrogation of materials on-hand during inventory audits. | Perform Inspection and Testing and Verification | This process includes a check on kind and verification of count and condition of goods received and services rendered. This includes evaluation of quality and compliance with the technical specifications of the contract. A discrepancy report is created if a discrepancy is noted. |
| Distribute and Pre-position Inventory | Distribute and Pre-Position Inventory involves transferring inventory to selected destinations and re-designation of product types in anticipation of customer demands, taking physical custody at receiving sites, assigning storage locations, preparing shipments to customer, and updating inventory records. | Accept Other Goods and Services | This process includes the act of an authorized representative assuming ownership and accountability of existing identified goods tendered or approved specific services rendered. This includes final review and signing of documentation that triggers payment, asset accountability, inventory record updates, etc. This process applies to all goods and services, excluding real property. |
| Distribute and Pre-position Inventory | Distribute and Pre-Position Inventory involves transferring inventory to selected destinations and re-designation of product types in anticipation of customer demands, taking physical custody at receiving sites, assigning storage locations, preparing shipments to customer, and updating inventory records. | Consolidate Orders into Conveyance Based Loads | This process analyzes orders to determine the groupings that result in least cost/best service fulfillment and transportation. Transportation modes are also selected and loads are optimized for planned movement. By processing the release order information, this process produces information about the load used to match resources to execute the planned movement of materiel and/or personnel. (SCOR D1.4, D1.5) |
| Distribute and Pre-position Inventory | Distribute and Pre-Position Inventory involves transferring inventory to selected destinations and re-designation of product types in anticipation of customer demands, taking physical custody at receiving sites, assigning storage locations, preparing shipments to customer, and updating inventory records. | Determine Route and Carriers | This process consolidates and routes loads by mode, lane and location; selects specific carriers by best value; and rates and tenders shipments using load, asset, and carrier information to produce a transportation schedule required to perform movement execution. (SCOR D1.6, D1.7) |
| Distribute and Pre-position Inventory | Distribute and Pre-Position Inventory involves transferring inventory to selected destinations and re-designation of product types in anticipation of customer demands, taking physical custody at receiving sites, assigning storage locations, preparing shipments to customer, and updating inventory records. | Identify and Reserve Supply Chain Resources | This process locates, identifies, reserves, and synchronizes materiel, support personnel, and/or services for specific orders, and commits and schedules a delivery date to initiate the transport of property and forces to a requested destination within identified resource constraints and budgetary guidelines. (SCOR D1.3, DR1.4) |
| Distribute and Pre-position Inventory | Distribute and Pre-Position Inventory involves transferring inventory to selected destinations and re-designation of product types in anticipation of customer demands, taking physical custody at receiving sites, assigning storage locations, preparing shipments to customer, and updating inventory records. | Maintain Asset Information | This process ensures that individual physical and fiscal records contained in the asset management system are fully consistent with the actual status of the asset item, including the item's physical status, valuation, etc. This process will ensure that a history of changes to both physical and fiscal aspects of assets throughout the lifecycle of the asset are maintained. |
| Distribute and Pre-position Inventory | Distribute and Pre-Position Inventory involves transferring inventory to selected destinations and re-designation of product types in anticipation of customer demands, taking physical custody at receiving sites, assigning storage locations, preparing shipments to customer, and updating inventory records. | Manage Inbound and Outbound Shipments | This process addresses the receiving, storing, and issuing of materiel at a storage location to produce shipping and packing information required to transport requested materiel/cargo to a specified destination. (SCOR D1.8, D1.9, D1.10, DR1.3) |
| Distribute and Pre-position Inventory | Distribute and Pre-Position Inventory involves transferring inventory to selected destinations and re-designation of product types in anticipation of customer demands, taking physical custody at receiving sites, assigning storage locations, preparing shipments to customer, and updating inventory records. | Transport Materiel and Forces | This process addresses those functions required to deliver product and personnel requested to fulfill a specific order to a specified destination. These functions include embarkation, transit operations processing, and physical movement, as well as the recording of deliveries at each node and the transmittal of performance information for management analysis. (SCOR D1.11, D1.12) |
| Perform Inventory Management | Perform Inventory Management involves the proper identification, handling, storage, tracking, maintaining readiness of inventory for issuance and periodic audit of materials. In addition, this process includes reconciliations between field activities and enterprise level reporting as well as inventory valuation adjustments as required. Material Visibility, which includes accurate on-hand quantities, condition, location, accounting for and timely reporting of materials, is a key element of this process. | Conduct Physical Inventory | The Conduct Physical Inventory process verifies the existence, location, and quantity of property items to ensure accountability and enable accurate valuation. |
| Perform Inventory Management | Perform Inventory Management involves the proper identification, handling, storage, tracking, maintaining readiness of inventory for issuance and periodic audit of materials. In addition, this process includes reconciliations between field activities and enterprise level reporting as well as inventory valuation adjustments as required. Material Visibility, which includes accurate on-hand quantities, condition, location, accounting for and timely reporting of materials, is a key element of this process. | Manage General Ledger | The ability to record financial transactions as updates to specific proprietary, budgetary, and memorandum general ledger accounts in accordance with Federal Accounting Standard Advisory Board standards, General Accepted Accounting Principles and regulatory requirements; to define the use of, and rules to, control General Ledger accounts; and to conduct General Ledger analyses and reconciliations. |
| Perform Inventory Management | Perform Inventory Management involves the proper identification, handling, storage, tracking, maintaining readiness of inventory for issuance and periodic audit of materials. In addition, this process includes reconciliations between field activities and enterprise level reporting as well as inventory valuation adjustments as required. Material Visibility, which includes accurate on-hand quantities, condition, location, accounting for and timely reporting of materials, is a key element of this process. | Perform Asset Valuation | This process determines, records, and maintains the fiscal accountability requirements for asset values, depreciation, amortization and depletion of assets, and any adjustment to the valuation as a result of a change in the condition of the asset. This accountability shall include information that is recorded in the records of the Department of Defense financial and property management systems. |
| Perform Inventory Management | Perform Inventory Management involves the proper identification, handling, storage, tracking, maintaining readiness of inventory for issuance and periodic audit of materials. In addition, this process includes reconciliations between field activities and enterprise level reporting as well as inventory valuation adjustments as required. Material Visibility, which includes accurate on-hand quantities, condition, location, accounting for and timely reporting of materials, is a key element of this process. | Update Asset Record | This process updates asset records with information based on a change to the quantity, condition or interest of ownership of an asset. For Real Property this includes, but is not limited to, actions such as construction, restoration, modernization, disposal, purchase, transfer, ingrants, outgrants, donation, or exchange. For Personal Property this includes, but is not limited to, actions such as the purchase, transfer, make, issuance, repair and overhaul, return, sale, or disposal. |
| Dispose of Inventory | Dispose of Inventory includes the transfer of excess, obsolete or unserviceable inventory to a reutilization/disposal activity, the screening for reutilization, donation, sale, demilitarization and scrap disposition actions taken by such activity, and the update of inventory records to report changes in inventory quantities and valuation. | Approve Trial Balance | Approve and or Certify the Trial Balance with the accumulation of all financial and accounting transactions captured in general ledger and subsidiary ledger accounts. The US Standard General Ledger is the structure used in posting the Trial Balance and also includes subsidiary ledgers. |
| Dispose of Inventory | Dispose of Inventory includes the transfer of excess, obsolete or unserviceable inventory to a reutilization/disposal activity, the screening for reutilization, donation, sale, demilitarization and scrap disposition actions taken by such activity, and the update of inventory records to report changes in inventory quantities and valuation. | Authorize Return or Disposal | This process determines if an item can be accepted for return or disposal, and communicates the decision to the customer and the scheduling activity. The last known holder or designated return center receives a defective, excess, or repairable product return or disposal authorization request from a customer and either accepts the request by communicating the conditions of the return, including return replacement, credit, or disposal; or rejects the request providing a reason for the rejection to the customer, inventory manager, or repair facility. This process also authorizes the disposal actions of real property to include but not limited to demolition or transfer. (SCOR DR1.1) |
| Dispose of Inventory | Dispose of Inventory includes the transfer of excess, obsolete or unserviceable inventory to a reutilization/disposal activity, the screening for reutilization, donation, sale, demilitarization and scrap disposition actions taken by such activity, and the update of inventory records to report changes in inventory quantities and valuation. | Create Initial Asset Record | The Create Initial Asset Record Process establishes an entry based on the execution of a contract or order, or real estate instrument, or the performance of a physical inventory which results in identification of an asset which is not recorded in the inventory system. |
| Dispose of Inventory | Dispose of Inventory includes the transfer of excess, obsolete or unserviceable inventory to a reutilization/disposal activity, the screening for reutilization, donation, sale, demilitarization and scrap disposition actions taken by such activity, and the update of inventory records to report changes in inventory quantities and valuation. | Dispose Property or Materiel | This process addresses the actions required to properly dispose or resale property or materiel that has been authorized for disposal or resale as it is beyond economical repair, not covered by a valid warranty, and is not required for use by any other Government organization per the disposal authorization instruction. This process also addresses the actions to dispose of real property to include but not limited to demolition or transfer. |
| Dispose of Inventory | Dispose of Inventory includes the transfer of excess, obsolete or unserviceable inventory to a reutilization/disposal activity, the screening for reutilization, donation, sale, demilitarization and scrap disposition actions taken by such activity, and the update of inventory records to report changes in inventory quantities and valuation. | Identify Property and Materiel for Return or Disposal | This process addresses actions to utilize planned policies, business rules, and product operating conditions inspection as criteria to identify and confirm that material is excess to requirements, defective, or requires repairs outside organic capability to include requesting disposition instructions and authorization to return or dispose. This process also addresses actions to identify and confirm the disposal actions of real property to include but not limited to demolition or transfer. (SCOR SR1.1, SR1.2, SR1.3) |
| Dispose of Inventory | Dispose of Inventory includes the transfer of excess, obsolete or unserviceable inventory to a reutilization/disposal activity, the screening for reutilization, donation, sale, demilitarization and scrap disposition actions taken by such activity, and the update of inventory records to report changes in inventory quantities and valuation. | Perform Financial Reporting | The ability to provide relevant financial visibility and real time information dashboards for DoD decision-makers and to summarize financial information for the purpose of producing mandatory reports in compliance with regulatory requirements and discretionary reports in support of other requirements. |
| Dispose of Inventory | Dispose of Inventory includes the transfer of excess, obsolete or unserviceable inventory to a reutilization/disposal activity, the screening for reutilization, donation, sale, demilitarization and scrap disposition actions taken by such activity, and the update of inventory records to report changes in inventory quantities and valuation. | Post General Ledger Transactions | Record the financial impact of the transaction and required attributes needed for the general ledger balances. |
| Dispose of Inventory | Dispose of Inventory includes the transfer of excess, obsolete or unserviceable inventory to a reutilization/disposal activity, the screening for reutilization, donation, sale, demilitarization and scrap disposition actions taken by such activity, and the update of inventory records to report changes in inventory quantities and valuation. | Post to General Ledger | The Post to General Ledger Process involves the capturing, summarizing and posting of the financial impact of business events. The core steps performed within this process include capturing the business event, generating the general ledger transaction and posting the transaction. |
| Dispose of Inventory | Dispose of Inventory includes the transfer of excess, obsolete or unserviceable inventory to a reutilization/disposal activity, the screening for reutilization, donation, sale, demilitarization and scrap disposition actions taken by such activity, and the update of inventory records to report changes in inventory quantities and valuation. | Schedule Return or Disposal | This process develops a return or disposal order for the delivery of the defective, excess, or repairable product. Functions include evaluating the defective, excess, or repairable product handling requirements including negotiated conditions, and informing the affected warehouse(s) of the product disposition in preparation for return or disposal actions. This process also schedules the disposal actions of real property to include but not limited to demolition or transfer. (SCOR SR1.4, DR1.2) |
| Dispose of Inventory | Dispose of Inventory includes the transfer of excess, obsolete or unserviceable inventory to a reutilization/disposal activity, the screening for reutilization, donation, sale, demilitarization and scrap disposition actions taken by such activity, and the update of inventory records to report changes in inventory quantities and valuation. | Update Asset Record | This process updates asset records with information based on a change to the quantity, condition or interest of ownership of an asset. For Real Property this includes, but is not limited to, actions such as construction, restoration, modernization, disposal, purchase, transfer, ingrants, outgrants, donation, or exchange. For Personal Property this includes, but is not limited to, actions such as the purchase, transfer, make, issuance, repair and overhaul, return, sale, or disposal. |