GUIDANCE
Integrated Logistic Support Process Guide (HTML Version Added 07/2001)

4.0. Integrated Logistics Support Activities - Investment Analysis

Investment analysis generates information the JRC needs to make an informed investment decision. The first product of investment analysis activity is the initial requirements document (iRD) that transforms an approved mission need into high level operational requirements. The initial requirements document is prepared by the sponsoring organization (normally AAT or AAF) through an integrated requirements team (IRT), chaired by a representative from the Requirements Development Directorate (ARR). An Acquisition Program Manager, Logistics will be a core member of all IRTs for which integrated logistics support requirements are anticipated. The primary focus of the APML will be on the Integrated Logistics Support and In-Service Management sections of the iRD. However, the nature of the multi-disciplinary team requires contributions, comments, and input from the APML on virtually every other section. This will ensure consistency of purpose and the resolution of conflicting requirements as they develop.

4.1. Roles and Responsibilities

A hyperlink to roles and responsibilities during investment analysis is contained in HTML format and as an Excel file with a spreadsheet entitled "Investment Analysis". Access to both is through the Toolsets menu of FAST under the category of "Lifecycle Roles and Responsibilities". This sheet provides the framework for all activities (to include ILS) beginning with the JRC approval of a mission need and leading to the investment decision. For each activity, it identifies lead and support organizations at the agency, line of business, and service level (AAF, AAT, and ARS).

4.1.1. APML Responsibilities

The APML has overall responsibility for integrated logistics support planning, programming, and budgeting during investment analysis. Although the APML is specifically responsible for the content of ILS elements within corresponding planning documents, there is clearly an interface with other major topic areas, including technical performance, physical integration, and functional integration. The APML is responsible for the following:

  • Develop initial support concept for each alternative undergoing investment analysis;

  • Participate as a core member of Integrated Requirements Teams representing the ILS discipline in development of the Initial and Final Requirements Documents;

  • Participate in refinement/update of the OPS cost estimate representing ILS interests;

  • Coordinate development of ILS-related contents of Acquisition Management System programmatic documents including the Acquisition Program Baseline for each viable solution;

  • Represent the ILS discipline during tailoring of the In-Service Review Checklist;

  • Determine funding requirements and obtain logistics support services.

4.1.2. Logistics Element Manager Responsibilities

Logistics Element Managers are responsible for the content of each ILS element over which they exercise cognizance. As members of the extended team charged with completing investment analysis activity, each Logistics Element Manager will work through the APML to provide input to the investment analysis team (IAT). They will:

  • Participate as an extended member of the Initial Requirements Team and Final Requirements Team in development of the requirements for each ILS element

  • Provide data that forms the basis for refinement and update of the OPS cost estimate for each ILS element

  • Develop the contents of the In-Service Review Checklist pertaining to each ILS element.

4.3. Initial/Final Requirements Document (RD)

Requirements documents are developed early in the investment analysis process through integrated requirements teams chaired by the ARR organization within Air Traffic System Requirements Service. The sequence begins with a formal request from ARS requesting representation on an IRT. The AF Service Management Team then determines the product directorate (PD) within a organization possessing the greatest vested interest in the mission need. A representative from that PD is then assigned as the single point of contact to the integrated requirements team and is empowered to speak for that organization. This does not preclude other members of the organization from attending and contributing to the product of the IRTs work. Rather, it is intended to identify a single spokesperson for who is responsible for articulating needs to the IRT, resolving internal issues before they are considered by the IRT, and representing all interests in the development of initial requirements, not just those pertaining to in-service support. In particular, Test and Evaluation Critical Operational Issues (section 9.1 of the RD) must contain sufficient measures to validate the operational suitability of the candidate solution.

To assist in capturing and collating AF requirements appropriate to any mission need, an automated "AF Needwriter" tool has been developed. See the Aids and Tools, Section 4.6 for a direct link to the application.

4.4. Acquisition Program Baseline (APB)

The focal point for investment analysis is the Investment Analysis and Operations Research Directorate (ASD-400) within the ARA line of business. An Acquisition Program Baseline is developed for each candidate solution to the mission need. Baselines are developed in four discrete categories: cost, schedule, performance and benefits. Of these, the performance baseline is the requirements document developed earlier in the investment analysis process, and is refined as investment analysis proceeds. Aside from maintaining influence over changes to the Requirements Document as it approaches final form, the APML is responsible for the development of the OPS funding baseline, using commonly accepted cost estimating practices. Those Cost Baseline elements most critical to successful supportability are Training, Product Support, Operations and Maintenance, Integrated Logistics Support, Sustainment, and Disposal.

4.5. Investment Analysis Report (IAR)

The Investment Analysis Report is the compilation of the work completed during investment analysis. It summarizes the assessments of each candidate solution and recommends a decision to the Joint Resources Council (JRC) at the investment decision. The APML is responsible for evaluating the supportability and maintainability of each candidate solution in the course of preparing a JRC recommendation, and advises the investment analysis team on matters pertinent to supportability.

4.6. The In-Service Review Checklist

Prior to the Solution Implementation phase, a required action of the Integrated Product Team is to customize the In-Service Review Checklist in preparation for required JRC decision points. Initial efforts involve identifying legitimate Investment Analysis considerations that the proposed system options will have to take into account, then tailoring the ISR Checklist accordingly. An ISR team is established during this phase to construct the baseline ISR Checklist, of which the APML is a member.

4.7. Investment Analysis Aids, and Tools

Investment Analysis Process

AAF Needs Sourcebook for Logistics Element Manager input to initial Requirements Document

AAF Needs Sourcebook for Development of input to Final Requirements Documents

AAF Needwriter

DOORS (Dynamic Object-Oriented Requirements System, a requirements management, archiving, and traceability tool managed by ARX-200)

Access currently limited to the FAA intranet at:

http://ats.awa.faa.gov/ars/Doors/index.htm

ACE-IT (Automated Cost Estimating - Integrated Tools) based on a work breakdown structure (WBS))