DEPARTMENT OF THE NAVY COMMANDER NAVAL AIR RESERVE FORCE
4400 DAUPHINE STREET NEW ORLEANS LA 70148-5200 COMNAVAIRESFORINST 13650.1C N42 16 OCT 1995 COMNAVAIRESFOR INSTRUCTION 13650.1C
Subj: MANAGEMENT OF AIRCRAFT MAINTENANCE MATERIAL READINESS LIST (AMMRL) PROGRAM
Ref: (a) (b) (c) (d) (e) (f) (9) (h) (i) (j) (k) (l) (m) (n) (o) (p) Encl: (1) (2) (3) (4) (5) (6) (7) (8) (9)
(11)(12) (13) (14) (15) (16) (17) (18) OPNAVINST 4790.2E NAVAIRINST 13650.1C COMNAVRESFOR P7100.1A NAVAIRINST 13640.1A COMNAVAIRESFORINST 13640.1A NAVAIRINST 13680.1 COMNAVAIRESFORINST 13670.1A COMNAVRESFORINST 5500.3A NAVSUPSYSCOM Manual Vol II SECNAVINST 5500.4G
COMNAVAIRESFORINST 13600.4 FOURTH MAW ORDER P4400.6F
Navy Comptroller Manual Vol 3 NAVSO P-1000 NAVAIR 16-1-525 Vol I, GPETE
Local Asset Management System (LAMS) User’s Manual (Ver 2.31)
AMMRL Program Definitions
Specific AMMRL Areas of Responsibility
Individual Material Readiness List (IMRL) Management Procedures
Physical Inventory of SE and Excess/Deficit Management Requisitioning Procedures
Transaction Report (TR) Procedures Survey Procedures
IMRL Revision Procedures Maintenance of SE
Intermediate Level Custody/Subcustody Procedures/ Responsibilities
Activities Under the SE Management Control of COMNAVAIRESFOR
Support Equipment Resources Management Information System (SERMIS) Inventory Management Reports
Annual Physical Inventory of SE Report (COMNAVAIRESFOR 13650-1)
SERMIS SECA Technical Data Subsystem COMNAVAIRESFOR IMRL Printing Schedule
Marine Aviation Logistics Support Program (MALSP) Tailored Outfitting List (TOL)
1.Purpose. To consolidate guidance under one instruction which is used to provide AMMRL Program operating procedures and guide-lines for the requisitioning, management, and control of Support Equipment (SE) at Naval and Marine Corps Reserve Organizational
(“O”) and Intermediate (“I”) Level Maintenance Activities. This instruction will aid operating activities in the proper admini– stration of the AMMRL Program.
2. Cancellation. COMNAVAIRESFORINST 13650.1B,
COMNAVAIRESFORINST 13630.1 and reports COMNAVAIRESFOR 13650–2, COMNAVAIRESFOR 13630-1 and COMNAVAIRESFOR 13630-2.
3. Background. Reference (a) provides policies and procedures for the setup and management of the total Naval Aviation Mainte-nance Program of which the AMMRL Program is a part. Reference
(b) gives detailed definitions and descriptive data, program
policy, operating procedures, and organizational responsibilities for the conduct of the AMMRL Program. Reference (c) provides a basis for the planning and budgeting of Operation and Maintenance of Navy and Reserve appropriations accounts, of which initial outfitting and replacement of SE funding is a part. References
(d) and (e) provide policies and procedures applicable to the SE Metrology and Calibration Program. Reference (f) implements
policies and procedures so SE depot level rework requirements may be accomplished. Additional requirements in reference (g) are pertinent to the outfitting of “I” Level Mobile Facilities (MFs). References (h) through (j) specify guidelines for Survey/Missing, Lost, Stolen, or Recovered (MLSR) procedures for supply system stock and property book material. Reference (k) details
operation of the Naval Air Reserve Outfitting Stock Activity (OSA). Reference (1) provides standard operating procedures for Commanding General, Fourth Marine Aircraft Wing (CG Fourth MAW) supply departments and work centers. Reference (m) addresses inventory reporting requirements for Navy in–use capital assets. Reference (n) provides updated information on General Purpose Electronic Test Equipment (GPETE). Reference (o) provides
detailed operating procedures for Local Asset Management System (LAMS) computer operations.
4. Action. Commanding officers of aviation activities for whom Commander, Naval Air Reserve Force (COMNAVAIRESFOR) is the Sup-port Equipment Controlling Authority (SECA) will implement posi– tive management and control of in-use SE using procedures in references (a) through (p), per enclosures (1) through (18) of this instruction.
5. Forms. The following forms mentioned within are available through normal supply channels:
a. DD Form 200, Report of Survey, S/N 0102-LF-000-2001.
16 OCT 1995
b. NAVSUP Form 306, Controlled–Equipage Custody Record (4442), S/N 0108-LF-002-7400.
c. DD Form 1574 (10-66), Serviceable Tag-Materiel, S/N 0102-LF-016-0300.
d. OPNAV 4790/51 (2–85), SE Custody and Maintenance History Record, S/N 0107-LF-047-9255.
e. OPNAV 4790/64 (Rev 5–88), SE Transactions Report (TR), S/N 0107-LF-001-6600.
f. OPNAV 4790/80, SE Depot Rework Schedule Request, S/N 0107-LF–014-9700.
g. NAVAIR Form 13650/1 (Rev 9–86), IMRL Revision Request, S/N 0102-LF-613-6507.
h. NAVAIRES 13650/2 (Rev 9-87), SE Subcustody/Inventory Card, S/N 0117-LF-005-1700.
i. SF 364 (REV. 2-80), Report of Discrepancy (ROD), S/N 7540-00-159-4442.
a. Report symbol OPNAV 4790–22 applies to the Ground SE Transaction Report and is approved per reference (a).
b. Report symbol COMNAVAIRESFOR 13650-1, Annual Physical Inventory of SE, applies to the reporting requirement in
paragraphs la and lb of enclosure (4) of this instruction.
c. Report symbol COMNAVAIRESFOR 13650-3, Excess SE, applies to the reporting requirement in paragraphs 2 of enclosure (2) and 2b of enclosure (4) of this instruction.
d. Report symbol COMNAVAIRESFOR 13650-5, Prioritization of Push Requirements, applies to the reporting requirements in para-graph 7 of enclosure (5) of this instruction.
e. The COMNAVAIRESFOR reporting requirements above are approved for only 3 years from the date of tis directive.
Distribution: (See next page)
Distribution: (COMNAVRESFORINST 5218.2) (4 Copies) List B1 (23C (N4) only) B2 (FR3, FR4, FR5, FR16 only) D E8 (FT6 only) E9 (46B, 46C1, 46C3 only)
SNDL: (CS8J (NAMTRAGRU Memphis TN (Code 40) only)) Copy to: (COMNAVRESFORINST 5218 .2)
List A (A3 only)
E1 (24A1, 24A2 only)
E7 (FKA1A, FKM13, FKM15, FKR1B only) E8 (FT1, FT2 only)
Stocked: COMNAVRESFOR (NO1A)
16 OCT 1995 AMMRL PROGRAM DEFINITIONS
1. The following definitions apply for the purpose of this instruction.
a. AMMRL PROGRAM . AMMRL is the title of the overall program which provides the data required for effective management of SE at all levels of aircraft maintenance. The program also provides data for management of Automatic Test Equipment (ATE) and related Test Program Sets (TPS). The procedures for allowance and inven-tory control are defined in this instruction. The program recog– nizes the many ship and base loading combinations and various requirements for numerous airframe configurations, power plants, and avionics systems. The objective of this program is to docu– ment technical and cataloging data and in–use asset information concerning Individual Material Readiness List (IMRL) and Tailored Outfitting List (TOL) items which can be used by management for the following purposes:
(1) To determine and establish allowance requirements for SE at activities performing “I” or “O” level maintenance and
(2) To provide standardized accounting and inventory con-trol procedures.
(3) To assist in the redistribution of in-use assets. (4) To provide a base for budgeting needs.
(5) To assist in measuring material readiness.
b. Support Equipment Management Information System (SERMIS). The AMMRL Program Automatic Data Processing system, provides the SECAs with on–line visibility of source, allowance, inventory, and rework data to aid inventory control. SERMIS is the reposi-tory of master data for printing IMRLs and provides in-use asset visibility to the SECAs, Aviation Supply Office (ASO), Ship’s Parts Control Center, Naval Aviation Depot Operation Center, Naval Air Warfare Center Aircraft Division (NAVAIRWARCENACDIV) Lakehurst, New Jersey and Commander, Naval Air Systems Command
c. IMRL. A consolidated allowance list specifying end items and computed quantities of aeronautical SE required for maintain-ing the material readiness of an aircraft maintenance activity. IMRLs are constructed for a particular intermediate or organiza– tional level aircraft maintenance activity by extracting those applicable portions of source data from SERMIS and applying
tailoring actions and SECA deviations. Applicable data is deter– mined from deck/base loading information which specifies the
number, type, and configuration of aircraft, engines, and systems being supported.
d. SE. All equipment needed on the ground to make an aero-nautical system, command and control system, support system, sub– system, or end item of equipment (SE for SE) operational in its intended environment. This includes all equipment required to install, launch, arrest (except Navy shipboard and shore based launching and arresting equipment), guide, control, direct, inspect, test (including ATE hardware and software), adjust, calibrate, appraise, gauge, measure, assemble, disassemble, handle, transport, safeguard, store, actuate, service, repair, overhaul, maintain or operate the system, subsystem, end item, or component. This definition applies regardless of the method of development, funding or procurement. SE may be categorized as common (general purpose) and peculiar (special purpose) as defined below:
(1) Common Support Equipment (CSE). Comprised of only those general purpose items supplying or measuring broad param– eters of physical properties that are known to be established in the using service’s inventory, e.g., ground electrical, pneu– matic, and hydraulic power units; towing, hoisting, and fueling devices; signal generation devices; voltage, amperage, and phase measuring devices. This application of SE items to other end
articles, systems, or components does not in itself categorize the items as CSE.
(2) Peculiar Support Equipment (PSE). An item of SE that must be designed and developed with the development of an end article and does not meet the criteria of CSE.
(3) Exceptions. The following equipment is excluded from the definition of SE:
(a) Common powered and nonpowered hand tools. (b) Housekeeping items.
(c) Office furniture, equipment, and items common to all activities defined in applicable tables of allowance and which are required for indirect support.
(d) Items which are only used by the contractor. (e) Personal equipment.
(f) General Use Consumables List items.
16 OCT 1995 (g) Aircraft Inventory Record items.
Note: SE as defined here is not subject to plant account proce– dures/reporting. Paragraph 036150 of reference (m) refers.
e. Aircraft Controlling Custodian. A term applied to avia– tion commands and COMNAVAIRSYSCOM for exercising administrative control of assignment, employment, and logistics support of cer-tain aircraft and aircraft engines as specified by the Chief of Naval Operations. The following aircraft controlling custodians have been designated by Chief of Naval Operations:
COMNAVAIRESFOR, COMNAVAIRSYSCOM, Commander, Naval Air Force, U.S. Pacific Fleet (COMNAVAIRPAC), Commander, Naval Air Force, U.S. Atlantic Fleet (COMNAVAIRLANT), and Chief of Naval Air Training.
f. AMMRL Activity Identifier (AAI). A five or six position code, similar to a Unit Identification Code (UIC), used to iden– tify an IMRL at a particular activity. An IMRL’s AAI may or may not be the same as the activity’s UIC.
g. SECA. A term applied to major aviation commands that exercise administrative control of AMMRL Program SE and items for allowance and inventory control. The following is a list of
SECAs with their designator code.
(1) COMNAVAIRSYSCOM Primary SECA (PSECA) Code “S” (2) COMNAVAIRLANT Code “L” (3) COMNAVAIRPAC Code “P” (4) Chief of Naval (5) COMNAVAIRESFOR (6) Naval Aviation (7) Naval Aviation
Air Training Code “T” Code “R”
Maintenance Training Group Code “E” Maintenance Office Code “N”
h. CUSTODY CODES (CC) . CCs are single position, alphabetic characters which provide supplemental accountability detail for SE. These codes identify a specific category of SE items placed in the reporting custody of an Intermediate Maintenance Activity
(IMA). These items are issued to other activities (usually an Organizational Maintenance Activity (OMA)) on a subcustody basis. CCs are assigned using the following general guidelines:
(1) Code E - This code is assigned to items used infre– quently (less than once per month), and indicates the item is available from the supporting IMA as required. Supporting IMAs are authorized a predetermined quantity which is sufficient due
to infrequent use. These items are made available to activities by the IMA, and after use are returned to the supporting IMA.
(2) Code P - This code is assigned to items weighing over 200 pounds (over 300 pounds for wheeled equipment) exceeding any one of the following dimensions in a stowed configuration: 6 feet by 3 feet by 2 feet, fragile or subject to misalignment or loss of calibration through transportation, or not coded for infrequent use. When authorized for supporting IMAs, the IMA quantity is the total quantity required for subcustody issue to each OMA. These items are issued on a subcustody basis for full-time usage, and will be returned to the IMA prior to deployment. When deployed, user activities will be issued these items on a subcustody basis from the new supporting IMA.
(3) Code L - This code is assigned to all items requiring calibration and management, designated for use at the organiza– tional level of maintenance, and not already coded “E” or “P.” The quantity authorized will be the total quantity required for subcustody by each activity supported. These items are retained by organizational activities when deployed.
(4) Code D - This code is assigned to items listed only in a detachment list code, requiring management, and having CC of "P" or "E". These are retained by the detachment during deploy– ment. Code “D” will take precedence in IMRL printing, and the
“D” coded item will be allowanced in the same manner as the “P” coded item listed. (Example: Code “D” would apply to items required on air capable ships by deployable detachments. )
(5) Code M - This code is assigned to items NOT requiring calibration and used with items requiring calibration. This item must accompany the end item at all times. (Example: A carrying
case for an item requiring calibration.)
(6) Code N - This code is automatically assigned to items that do not require calibration or management and consequently are not otherwise custody coded.
i. GPETE. Electronic SE of a general nature used to support multiple systems.
j. Reportable SE. SE items listed in an activity’s IMRL which are subject to transaction reporting for inventory control purposes. Reportable codes “R” or “S” are used for transaction reporting. Items with a reportable code of “S”, must be reported by serial number.
k. LAMS. The sole automated system used by OMAs and IMAs to manage SE inventories for which it is a reporting custodian, and for providing automated input of inventory transactions to SERMIS . Consult reference (o) for correct use and application.
16 OCT 1995 SPECIFIC AMMRL AREAS OF RESPONSIBILITY
1. COMNAVAIRESFOR is responsible for the overall management of the AMMRL program for all Naval and Marine Corps Air Reserve activities. This responsibility encompasses, but is not limited to, the following:
a. Exercising command discipline including review of IMRL management procedures for effectiveness and IMRLs for quality and accuracy.
b. Coordinating information received from subordinate activ– ities and forwarding recommendations for SERMIS revisions, via the SECAs for their comments/concurrence, to NAVAIRWARCENACDIV.
c. Providing data input and updates to the SERMIS subsystem as defined and scheduled in the SERMIS Users Manual, Naval Avi– ation Logistics Center Document Number M–050UM-01 and described in the SERMIS Functional Description. This includes allowance, inventory and employment data.
d. Using SERMIS and providing SERMIS data products. e. Developing procedures and instructions to ensure the security and integrity of SERMIS.
f. Ensuring SERMIS is addressed in implementing the AMMRL program instruction.
g. Reviewing recommended IMRL revision requests and, when justified, adjusting authorized allowances not to exceed computed allowances.
h. Advising Naval Air Reserve (NAVAIR) of AMMRL program deficiencies and providing technical representation at SERMIS Technical Working Group Conferences and AMMRL Review Boards.
i. Providing technical representation for IMRL reviews, as required.
j. Directing distribution and redistribution of SE.
k. Ensuring that subordinate activities submit timely and accurate Transaction Reports (TRs) via the area/wing commander.
l. Submitting budget for procurement of initial issue SE. m. Managing OSA as an SE staging facility for transitioning Naval/Marine Corps activities.
n. Managing the LAMS, and Automated Transaction Reporting (ATR) programs for COMNAVAIRESFOR activities.
2. The AMMRL Program Area Commanders for Naval Air Reserve Force squadrons are the commanders of the Naval Air Reserve Wings.
COMNAVAIRESFOR functions as area commander for Naval Air Reserve Aircraft Intermediate Maintenance Departments (AIMDs), Reserve Marine Aviation Logistic Squadrons (MALS), and Intermediate Level Mobile Facilities. The Commanding General, Fourth Marine Air Wing functions as AMMRL Program Area Commander for Marine Corps Air Reserve "O" Level activities. Area commanders’ responsi– bilities encompass, but are not limited to, the following:
a. Ensuring the adequacy of the authorized allowances in subordinate activity IMRLs to meet training and mobilization contingencies.
b. Reviewing and forwarding SE survey forms (see enclosure (7) of this instruction) and IMRL revision requests (see enclo-sure (8) of this instruction) with appropriate comments and recommendations to COMNAVAIRESFOR (N427).
c. Ensuring the timely submission, screening for accuracy, and forwarding to COMNAVAIRESFOR (N427) SE TRs originated by subordinate commands.
d. Ensuring each subordinate activity conducts, as a minimum, an annual physical inventory of all in–use SE.
e. Directing the redistribution of “O” level SE among subordinate squadrons to meet operational commitments.
f. Ensuring that responsible personnel at subordinate
commands fully understand IMRL management procedures and comply with the provisions of governing instructions.
g. Exercising disposition authority for excess SE assigned to subordinate activities. Area/wing commanders shall redistri-bute excesses wherever possible to other squadrons within their command, and report all remaining excesses to COMNAVAIRESFOR
(N427) for disposition instructions (see enclosure (4)).
3. Aircraft Maintenance Officer (AMO). The AMO shall be respon-sible for the custody, operation, maintenance, review, and
requests for revision of the IMRL. This responsibility also includes the inventory of in-use SE and maintenance of required subcustody/inventory records. The AMO shall sign all custody/ inventory records and requests for revision of the IMRL unless signature authority is delegated in writing, with copy on file at SECA. Delegation of IMRL management duties does not relieve the AMO of responsibility/accountability for the program. Sufficient personnel shall be assigned to IMRL management to enable the AMO to perform these functions.
16 OCT 1995
4. AMMRL/IMRL Pass Down Lette r. The following requirements shall be initiated by the outgoing AMO prior to turnover. The data requested will be provided by the outgoing AMO and veri-fied by the incoming AMO. This process will produce an objec– tive evaluation of the status of the activity’s AMMRL/IMRL Program.
a. Pass down contents shall include:
(1) A complete summary of the wall-to-wall, shop-to-paper and paper–to–shop inventory.
(2) A listing, by Part Number (PN), of all unmatched items with an explanation as to why the items are unmatched or action being taken to remove the item from the unmatched list.
(3) A listing, by PN, of excess items with an explanation of actions to effect disposition.
(4) A listing, by PN, of deficit items with status of supply requisitions, “Push Item” designation or IMRL revision requests serial number.
(5) A listing, by PN, of items to be surveyed including reason for survey.
(6) A listing a list of outstanding b. The pass down
of required allowance changes, including IMRL revision requests.
shall indicate approval by both the incum– bent and prospective AMO and shall be kept on file at the AIMD/ squadron for a minimum of 3 years.
5. IMRL Manager. The IMRL manager shall requisition, report, and inventory all SE listed in the activity’s IMRL, as required. Additionally, the IMRL manager must:
a. Manage the LAMS and bar coding program after implementa– tion. Maintain Activity Inventory Record Comparison (AIRCOMP) inventory accuracy rate of 98 percent or better.
b. Conduct annual and special inventories using the LAMS/bar coding system upon implementation.
c. Act as the central repository for technical information regarding SE.
d. Conduct quarterly AMMRL, SERMIS, and IMRL management training for the supported activities’ IMRL managers (“I” level only).
e. Conduct quarterly IMRL reviews for supported activities, formulating recommendations for changes to station and supported activity IMRLs (“1” level only).
f. Recommend work–around solutions to SE problems.
g. Maintain close liaison with COMNAVAIRESFOR (N427) and IMRL managers from other commands. Organizational level IMRL managers will maintain liaison with their respective air wing
IMRL coordinators and contact COMNAVAIRESFOR only when directed by their air wing.
h. Maintain pool of all SE designated as inactive. i. Establish holding area for SE awaiting off station repair/rework.
6. IMRL Manager Designation
a. Each IMRL activity and air wing commander shall formally designate an IMRL manager in writing using the command primary/ collateral duty notice. IMRL managers shall be assigned for a period of not less than 1 year. This individual shall be an E5 or above. AIMDs shall assign at least an E6 or equivalent
general schedule rating. Individuals assigned should be experienced and strongly motivated in techniques of material
management . Additional minimum requirements for the position are as follows:
(1) A working knowledge of references (a) through (o) of this instruction that apply to their activity.
(2) Completion of the current Fleet Aviation Specialized Training Group Atlantic/Pacific IMRL Manager’s Course.
(3) Most recent enlisted performance evaluation may not reflect a mark of 3.6 or less in any category.
(4) Completion of the Support Equipment Asset Manager’s Course. (Not required, highly recommended.)
b. CG Fourth MAW “O” level activities shall assign IMRL managers per reference (1).
16 OCT 1995
INDIVIDUAL MATERIAL READINESS LIST (IMRL) MANAGEMENT PROCEDURES 1. IMRL Preparation and Distribution. COMNAVAIRESFOR (N427) prepares and distributes IMRLs for each Reserve Aircraft Mainte-nance Activity when a change in base loading occurs, or when the volume of SERMIS source data changes reaches a point where an IMRL update/reissue is warranted. IMRLs are updated and
distributed annually, as specified in enclosure (16) of this instruction.
2. IMRL Review. Each activity shall continually review the IMRL to ascertain that actual requirements are accurately reflected. IMAs shall also review the total quantity of custody coded equip-ment required to support tenant activities. Constant liaison between representatives of the AIMD and supported activities shall be maintained to ensure accurate authorized allowancing. 3. Review of the IMRL Supplements. The IMRL supplement is printed bimonthly and shall be reviewed upon receipt. Written changes shall be made to the main body of the IMRL. The supple– ment reflects authorized allowances and SERMIS source data
changes since the last printing of the IMRL. Correct use of the supplement makes this management tool an effective labor–saving device since only the items listed need be reviewed rather than the complete IMRL. Items not listed on the IMRL supplement
remain unchanged in the current IMRL. An item listed on the IMRL supplement will require one or more of the following actions:
a. Additions. New item; new applications.
(1) Review requirements and initiate procurement action on authorized quantity. If required quantity is different from the authorized allowance, submit an IMRL revision request to justify changing the authorized allowance. Clear and concise references are required on all IMRL revision requests.
(2) The computed/authorized allowance may be a standard “ALPHA” allowance symbol; e.g., AN. As new SE items are added with standard allowance symbols, activities shall submit IMRL revision requests to tailor these items to the specific numeric allowances that will satisfy their requirements for these items.
b. Deletions. Items no longer in SERMIS source data; not applicable to aircraft/weapons systems supported; no longer prime items; or a change in maintenance level. See the superseded IMRL for additional information on deleted items.
(1) Check to see if the deleted item is listed as an alternate. If so, adjust custody records accordingly.
(2) Review requirements and, if no longer required,
declare as excess and request disposition instructions for onhand assets from COMNAVAIRESFOR (N427).
(3) Submit an IMRL revision request for reinstatement the authorized allowance level if an incorrectly deleted item still required.
Note: Deleted item, on which assets have been reported, will appear as "UNM" (UNMATCHED).
c. Changes. Indicated when an item has had a change in National Stock Number (NSN); Report Code; CC; computed allow– ante quantity, or a PN has been assigned an NSN.
(1) NSN change or PN assigned an NSN. Change local custody/inventory records.
(2) Deletion of CC. Transfer ownership from the AIMD the OMA. Additional authorization not required.
(3) Addition of CC. Transfer ownership from the OMA of is
to the supporting AIMD. Only the AIMD may own-and report custody of CC “P,” “E,” “L,” “M,” and “D” items. The AIMD shall review allowances with the supported OMAs, recover assets from the OMAs, and request authorized allowance changes, if required to support the total requirement. Squad rons which are te nants on bases not under COMNAVAIRESFOR control shall consult their air wins IMRL branch manager prior to transferring custody coded material out of the Reserve claimancy. Air wins commanders will consult COMNAVAIRESFOR (N42) prior to aut horizing the transfer.
4. Custody/I nventory Records. All IMRL items require custodial signature control. All COMNAVAIRESFOR Navy and Marine Corps IMRL activities will use Local Asset Management System (LAMS) to main– tain IMRL custody records.
acknowledging IMRL custody activity.
a. LAMS. LAMS is the mated management, tracking
Signatures are required under LAMS at all levels within the IMRL
only authorized means for the auto– and conducting inventory of SE assets at the organizational or intermediate level of maintenance. Fur– ther, it is an improved management information system for stan-dardized local management of IMRL assets through the use of a desktop computer and using bar code technology. When using bar code equipment to record inventory results on a computer data-base, highly accurate inventories can be done and maintained in a more efficient manner. All COMNAVAIRESFOR IMRL activities will bar code assets within their custody.
16 OCT 1995
b. Authority. The AMMRL program manager in COMNAVAIRSYSCOM (AIR-411) exercises overall authority and control of the system including functional configuration. The program manager will act on all proposed functional changes and approve new releases or changes to the software system. Changes or modification to existing COMNAVAIRSYSCOM certified software is prohibited.
NAVAVNMAINTOFF is the designated ADP support agency for LAMS, and also maintains configuration management control of bar codes and bar code equipment used with LAMS at all activity levels.
NAVAVNMAINTOFF reviews and resolves various LAMS problems and prepares, maintains and distributes system software to the SECA.
c. Transact ions uncle r LAMS. LAMS is designed to manipulate a database composed of data extracted from the SE transaction report forms (OPNAV 4790/64) processed and entered into the LAMS computer. Management personnel use the data input to produce periodic reports, lists and summarized data for use by department heads, divisions and Work Centers (W/C) within an “I” or “O”
level maintenance department and for subcustody lists of SE to supported activities. TR updates to LAMS are as follows:
(1) SE inventory gains, transfers, surveys and reiden-tifications.
(2) Issues of subcustody material to and from an activity.
(3) Corrections to inventory data.
(4) Changes in status such as temporary loans and rework. d. LAMS Reports. Information contained in LAMS reports is obtained at the discretion of the maintenance organization as often as the need exists. A description of available reports is as follows:
(1) LAMS Transact ion Report (LAMS -l). This is a listing of previous days’ transactions entered or a listing of all trans-actions from a specific date.
(2) In-Use Inventory Report (LAMS -2). Consists of a listing of one or all of an activity’s SE sorted by IMRL, number, IMRL report code, PN, W/Cs or bar code number.
(3) LAMS W/C Inventorv (LAMS-3). This is a listing of SE by one or more W/Cs in IMRL line number sequence.
(4) LAMS W/C Inventory (LAMS-3A). This is a listing of SE by one or more W/Cs in IMRL line number sequence.
(5) LAMS Division Inventory (LAMS-3B). A listing of SE by division in PN sequence.
(6) LAMS Subcustody Report (LAMS -4). A listing of SE that is on subcustody to another activity that can be sorted by W/C and subcustodian, individual W/Cs, or individual W/C and sub– custodian in PN sequence.
(7) LAMS Subcustody Report by Subcustod ian (LAMS-4A). This is a listing of SE that is on subcustody to another activity from an IMA.
(8) LAMS IMRL Inventory Report (LAMS-7). Allows a
printout to determine the PN complement for a given IMRL number in IMRL number sequence.
(9) LAMS Part Number Report (LAMS-9). This is a document used in resolving discrepancies in PN to IMRL number assignments. Consists of a listing of PNs that appear in an IMRL under more than one IMRL number.
(10) LAMS IMRL Inventory Report (LAMS-10). This is a more extensive listing of LAMS-7, but can be sorted by IMRL number, PN, NIIN or prime NIIN.
(11) LAMS In-Use Inventory Report (LAMS-12). Basically the same as LAMS-2 but can be sorted in more sequences depending on use of the report.
5. Custody Records Maintenance
a. LAMS reports will be used as custody record and the data– base will be updated as changes occur. A PN sequence master list
(LAMS-2), a divisional list (LAMS-3B) and a W/C list (LAMS-3) will be produced quarterly in all cases. Exceptions are
squadrons whose aircraft usually deploy in detachments and W/Cs are little used. When this situation occurs, only a master list is required, but detachments shall keep a list of SE signed by a responsible detachment officer.
b. Lists will include all onhand items of SE including
unmatched as listed in the AIR. The master list (LAMS-2) will be prepared yearly for the maintenance department head who will sign it. In addition to the LAMS-2, one copy of the LAMS-3 and 3B will also be maintained.
c. The IMRL manager will maintain the LAMS-2 and ensure that it is produced and signed yearly. The IMRL manager will also maintain the LAMS-3B and ensure the division officer signatures are affixed quarterly.
16 OCT 1995
d. Division officers will maintain a copy of LAMS-3 from each of their W/Cs and ensure the W/C supervisors sign these records quarterly. W/C supervisors will keep an unsigned LAMS-3 record for themselves.
e. Signatures on all custody records are valid for 90 days; however, they must be renewed after the annual physical inventory and as often as key personnel changes dictate.
f. OMAs and weapons department shall maintain custody records/lists for custody coded items on subcustody. These records (LAMS-4 or 4A) will be prepared by the IMA and provided to the OMA and weapons department when SE items are checked out.
PHYSICAL INVENTORY OF SE AND EXCESS/ DEFICIT MANAGEMENT 1. Physical Inventory. The SE inventory is maintained by sub-mitting SE TRs within 5 days of the transaction. This does not eliminate the requirement for verification by conducting a phy-sical inventory. Therefore, the following physical inventory of SE is required:
a. An annual physical inventory of SE shall be conducted during the second quarter of each fiscal year, per references (a), (i) and (j), by each aircraft maintenance activity. How-ever, a physical inventory may be directed by COMNAVAIRESFOR or the area/wing commander at any time deemed necessary. Addition– ally, physical inventories are required by the IMRL manager
(division or department) when the IMRL manager, division officer, or department head duties are turned over. These inventories may also be used to satisfy the requirement for an annual physical inventory if it encompasses the entire department (AIMD/IMA/ squadron) and falls within the time frame or date due for the annual inventory.
b. Activities shall conduct a physical inventory of all on hand IMRL SE items. AIMDs shall conduct the inventory using the LAMS/bar coding system, if implemented. All inventories will be made by PN and Commercial And Government Entity (CAGE). The basis for the inventory shall be the activity IMRL, including supplements and subsequent TRs, and not the activity’s custody records. Custody records will be properly adjusted, and differ– ences accounted for. LAMS 02 reports will be kept on file for a minimum of 2 years. Custody coded items will be reported by the
supporting AIMD/IMA and must not be reported by organizational activities . To ensure technical accuracy, the inventory shall be a joint effort by all departments having custody of IMRL equip– ment. The results of the Annual Physical Inventory of SE (report symbol COMNAVAIRESFOR 13650–1) shall be forwarded by letter to COMNAVAIRESFOR (N427), via the area/wing commander, as appro– priate. See enclosure (14) of this instruction for format. Upon completion of the physical inventory the back copy of the
NAVAIRES 13650/2, shall be annotated with the signature of the IMRL manager for the master copy and the division chief or work center supervisor for the W/C copy (provided custody cards are being used.) LAMS activities will also report AIRCOMP accuracy percentage in their inventory completion letter.
c. To report the inventory, SE TRs shall be submitted for onhand IMRL items which differ in quantity from that shown in the latest Activity Inventory Record (AIR) of the IMRL. This will rectify the master in–use inventory file. The AIR for the IMRL will be updated to reflect the total assets on record in the master file. All items lost shall be surveyed per procedures
in references (i) and (j) and enclosure (7) of this instruction.
The results of the inventory shall be used by activity to update official custody records.
d. Items found as a result of the inventory which are in excess to the activity’s authorized IMRL allowance, or which are not in the activity’s IMRL but are required in the performance of the mission responsibilities of that activity, shall be the
subject of an IMRL revision request submitted per enclosure (8) of this instruction. Items for which no requirements exist will be considered as on hand excess SE.
2. Excess SE
a. Excess SE is equipment which meet any of the following criteria:
(1) SE which exceed the authorized IMRL allowance quantity.
(2) IMRL items which are not required in the performance of mission responsibilities and an allowance change have not been authorized by COMNAVAIRESFOR.
(3) SE found as a result of physical inventory for which no allowance exists.
Note: Prior to identifying an item as excess SE, the activity will ensure that it is not an alternate which has been provided
as a substitute for the prime IMRL item. Conversely, activities will also ensure that obsolete former alternatives are not con– tinued in use beyond the time when new IMRL prime item replace– ments are available. Reference (n) provides a cross reference
for new and/or preferred GPETE that may not appear in supply publications or SERMIS.
b. Excess SE items shall be reported (report symbol
COMNAVAIRESFOR 13650-3) to COMNAVAIRESFOR (N427), via the appro-priate chain of command, requesting disposition instructions.
The report shall be in NIIN sequence including CAGE, PN, nomen– clature, quantity, condition code, Cognizance (COG) symbol and the NSN of the prime item if the item cited is an alternate NIIN.
c. Ensure that all equipment reported as excess and awaiting disposition is in Ready For Issue/Ready For Use (RFI/RFU) condi-tion if within the activity’s maintenance capability.
d. If disposition instructions are not received within 45 days, the requesting activity shall initiate an inquiry to COMNAVAIRESFOR via the appropriate chain of command.
Note: When directed by the area/wing commander or COMNAVAIRESFOR to transfer SE to another activity for use, the equipment shall
be certified RFI prior to transfer. RFI certification shall be attached to the item being transferred. RFI/RFU certification of SE requiring calibration that is being transferred shall include a current valid calibration label if the required calibration is within the capability of the local calibration activity. At
least 25 days shall be remaining on the current calibration cycle of all the SE being shipped. SE requiring depot calibration will not require a current calibration label prior to shipment, but a reasonable effort shall be made to ensure that the SE is other-wise in RFI condition. The remarks block of the serviceable material tag will be annotated “CALIBRATION BEYOND CAPABILITY OF SHIPPING ACTIVITY.” Metrology Automated System for Uniform
Recall and Reporting (MEASURE) meter cards will be shipped with transferred SE. If item is not RFI/RFU when received, the
receiving activity shall notify COMNAVAIRESFOR or the area/air wing commander, as appropriate, of the discrepancy.
COMNAVAIRESFOR (N427) will direct the activity that transferred the NRFI SE, to transfer the necessary funds (from current AFM OPTAR) to the receiving activity for repair of the SE.
e. COMNAVAIRESFOR (N427) will use the following matrix for determining disposition of excess SE.
DEF IN DEF IN
RFI SECA NAVY COG SM&R DISPOS ITION
Yes Yes Yes No Yes No No N/A No Yes No No No N/A No No N/A Yes No N/A N/A Yes N/A No Any Any 6R/2V/7Z Any Not 7Z Not 7Z 7Z 6R/2V Any Any ****D 5th POS Not "D" ****D ****D ****D ****D Redistribute
Offer to other SECA Return asset to the supply system
Rework and Redist Offer to other SECA Turn in to DEPOT
Turn in to supply for trans to Depot
NOTE: Any 6R/2V obsolete item identified by NAVAIR (use until exhausted) will be surveyed and turned in to Defense Reutili– zation and Marketing Office/Defense Property Disposal Office after approval by COMNAVAIRESFOR (N427).
3. Deficit SE
a. Deficit SE is defined as having an onhand quantity less than the authorized allowance or what is required in performance of mission responsibilities.
b. Deficit SE must be requisitioned per enclosure (5) of this instruction, or the authorized allowance tailored to the onhand quantity per enclosure (8) of this instruction.
4. Station IMRL managers designated as Control Identifier (CI) have the authority to direct transfers of excess SE from one AAI aboard the station to deficit AAI’s aboard the station without COMNAVAIRESFOR or air wing commander approval. CI IMRL managers will take the initiative to alleviate deficits aboard the station in this manner whenever possible. Annotate “Local Transfer” in the remarks block of the TR.
1. Backgro und. The primary goal of the IMRL manager is to ensure that the activity has the SE required to perform its
assigned maintenance tasks. The IMRL manager shall ensure all SE in the IMRL and its supplement is either on hand, on order (see exceptions in subparagraph lb below), or certified as not
required for mission support (with an IMRL revision request for an allowance revision) . An activity may receive SE by “push” or “pull” procedures.
a. “Push” Procedures. “Push” refers to items activities receive without submitting requisitions. All 2V COG, 6R COG, and initial issue 7Z COG SE are “Push” items. The “pushing” of SE directly from a contractor, a supply point, COMNAVAIRSYSCOM, COMNAVAIRESFOR, or NAVAIRWARCENACDIV is commonly associated with new aircraft transitions or new SE buys. Redistribution of
in-use excess assets is also a form of "pushing."
(1) All COMNAVAIRESFOR IMRL activities are required to prioritize all 6R, 2V common SE, and initial issue 7Z COG SE requirements biannually (by 1 August and 1 March each year) . Specific responsibilities are detailed later in this enclosure.
(2) “Push” items may not always be listed in the current IMRL. COMNAVAIRESFOR (N427) will provide the definitive guidance on “Push” material upon request. If there is doubt that an item is IMRL, do not return it to supply until verified that it does not apply to the IMRL and is not a TOL asset.
(3) Upon receipt of correspondence identifying an item as “push,” annotate the body of the IMRL "push item, not to be
requisitioned," and reference the correspondence.
(4) Screen all SE received from other in-use activities and, if RFI/RFU, cancel applicable outstanding requisitions. If the SE is not RFI/RFU when received, notify COMNAVAIRESFOR (N427) of the discrepancy.
b. “Pull” Procedures. “Pull” SE must be requisitioned. Al 1 SE shall be requisitioned to bring the on hand quantity up to the Authorized Allowance except for:
(1) “Push” items.
(2) GPETE (see enclosure (11) of this instruction). (3) Custody code “P,” “E,” “L,” “M," and “D” equipment used by OMAs. Custody coded SE will be requisitioned by IMAs only.
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(4) Items certified not required for mission support. 2. Funding Policy. COMNAVAIRESFOR will issue funding for all common initial issue and replacement odd COG IMRL requirements. Funding will be provided upon request by COMNAVAIRESFOR (N427) to requesting activities. Although reference (a) authorizes pro– curement of replacement SE from squadron OMA and aviation fleet maintenance funds, COMNAVAIRESFOR activities will not requisition IMRL without prior authorization from the SECA.
3. Proced ures. All SE requirements shall be identified and submitted, via the area/air wing commander to COMNAVAIRESFOR
(N427) for SECA approval.
a. Initial Outfitting/Reoutfitting. COMNAVAIRESFOR will normally provide a planning IMRL approximately 2 years in advance of a squadron’s transition to a new model of aircraft. These IMRLs are tailored by COMNAVAIRESFOR (N427) to reflect the requirements of the specific activity.
b. Requesting activity shall:
(1) Submit requests for funding/requisitioning authority by naval message or letter in the following format:
L/I COG NIIN QTY U/P CC
2311 1RW 01-111-9191 2 $ 1 1 3 0 . 0 0 N Note: CC need not be submitted by “I” level activities.
(2) Prepare requisition(s) citing “N49” in card column 74–76 of DD Form 1348 with SECA approval message date–time-group in remarks section.
(3) Submit requisition(s) to the supporting supply
activity, and provide COMNAVAIRESFOR (N42711) and area/air wing commander via Naval message the document numbers used to
requisition material within 10 working days.
(4) Submit requirements for items source coded “Make or Assemble” to local AIMD or depot for manufacture or assembly.
(5) Follow-up and maintain current status of all requi-sitions. Submit Supply Assists to supporting supply departments with copy to COMNAVAIRESFOR (N41) and cognizant wing.
(6) Request a rescreen of available excess assets for redistribution from COMNAVAIRESFOR (N427) after a requisition has been outstanding more than 120 days.
c. Area/Air Wing Commanders shall:
(1) Ensure timely submission of Navy Stock Fund (NSF) material requisitions from transitioning subordinate commands and
for newly commissioning activities. This SE, as well as “Push” SE, may be stored at the OSA as described in reference (k) and shipped to the unit when appropriate.
(2) Screen requests for funding/requisitioning authority from subordinate units to determine candidates to be filled by redistribution of excess assets within the cognizant activities.
(3) Forward approved requests for funding/requisitioning authority to COMNAVAIRESFOR (N427).
(4) Exercise disposition authority for excess SE assigned to subordinate activities. Screen excess lists to fill deficits within the wing. Redistribute excesses wherever possible and report all remaining excesses to COMNAVAIRESFOR (N427) for dis– position instructions.
(5) Submit supply assists to COMNAVAIRESFOR (N41) on aged requisitions for subordinate units when required.
(6) Ensure transitioning subordinate commands commence monthly IMRL Situation Summary reporting 30 days after initial
d. COMNAVAIRESFOR (N427) shall:
(1) Screen the command-wide inventory and OSA to deter-mine availability of excesses to fill both the appropriations purchase account and NSF SE deficits.
(2) Provide funding for NSF SE procurement through the activity’s operational target holder.
(3) Provide requisitioning authority to activities for material that cannot be provided through redistribution.
(4) Provide disposition instructions for reported SE excess.
4. Requisition Monitoring. After requisitioning authority has been granted and demands have been placed on the supply system, it is the responsibility of the requisitioner to monitor and
track the requisitions. Requisitions and requisition status will be monitored closely to ensure that SE requisitioned is ulti– mately received and that local records accurately reflect out-standing requirements. Each IMRL manager shall accomplish the following actions:
16 OCT 1995
a. Ensure that SE is placed on order in a timely manner, and that all funds are obligated expeditiously.
b. Verify that a requirement exists for all outstanding requisitions . Cancel requisitions for material that are no longer required.
c. Obtain current requisition status from supporting supply department and reconcile with activity’s records at least
monthly. Resolve all discrepancies.
d. Request follow–up action by supporting supply department. Supply departments should follow–up by Military Standard
Requisitioning and Issue Procedures (MILSTRIP) DIs AT_ and AF_ via AUTODIN or by Naval message. When follow-up action fails to expedite delivery of the required material, submit a supply
assist. “O” level activities submit supply assists to supporting supply department providing information copy to cognizant wing. “I” level activities shall request supporting supply department to initiate supply assist action.
5. Mandatory Turn-in Repairables (MTR). MTRs are issued on a one–for–one exchange basis. When Non-RFI SE is Beyond Capability of Maintenance (BCM) by the local AIMD and rework is not author– ized, a requisition is submitted to the supporting supply depart– ment. The Non–RFI MTR must be turned in to the supply
department. Requisitioning authority must be requested and granted prior to requisition submission.
6. GPETE End Item Replacement . Requisition 7Z COG requirements per procedures in enclosure (11) of this instruction.
7. Biannu al Prio ritization of Push Requirements . Specific responsibilities in order of occurrence:
a. Maintenance activities will review all deficit 6R, 2V common and 7Z initial issue items and compile lists of qualifying priority requirements. The following definitions apply.
(1) Priority 1. Essential item required for basic sup-port of assigned aircraft. Without this item, maintenance sup– port of the system/weapons platform would be impaired and weapons readiness seriously degraded. Assets/work around procedures not available from alternate sources. Zero assets onhand.
(2) Priority 2. Mission support item required on board for type training. May cause significant slowdown in maintenance production. Limited number of assets on hand (i.e., three
authorized with only one on hand) .
(3) Priority 3. Routine item not considered critical for support. Some slowdown in production. May cause incon– venience by additional movement of SE between shops on a share basis (i.e., five authorized with three on hand).
(4) Priority 4. Luxury item. Sufficient assets available. Inflated allowances reflected in IMRL. Request allowance be tailored down.
b. Separate lists for each COG code will be compiled in NIIN sequence within each priority category in the following format: AAI NIIN A/A O/H DE F ACFT/SYS APPL Initial/Replenish Note: 7Z COG SE will be limited to initial issue,
c. List will be forwarded to COMNAVAIRESFOR (N427) by 1 March and 1 August each year (report symbol COMNAVAIRESFOR
13650-5 refers). Organizational activities will forward via their chain of command. List will be limited to 10 items per list.
d. Air wing commanders will screen lists for accuracy and redistribution possibilities within their respective wings. Consolidate the inputs into one combined list of “scrubbed” requirements to be forwarded to COMNAVAIRESFOR (N427).
e. COMNAVAIRESFOR will screen inputs for redistribution of excess assets, equitable distribution of in-use assets, and
repair of F condition assets to satisfy requirements. A consoli-dated list of all Reserve priority requirements will be provided to COMNAVAIRSYSCOM during the annual conferences for possible procurement action.
f. Limited resources for procurement of SE mandates aggres– sive review and prioritization of SE requirements by maintenance activities. Active participation by maintenance management per-sonnel, as well as W/C technicians, in identifying the most cri-tical requirements using the guidance provided will ensure
optimum expenditure of limited funding and equitable distribution of assets.
8. Distribution of Pus h SE from ASO/ NAVAIR Procu rements. Items of SE procured by ASO and NAVAIR for SECA “R” requirements will be distributed using the following procedures:
a. ASO/NAVAIR will provide a listing of material ready for distribution or under contract for direct delivery to
16 OCT 1995
b. COMNAVAIRESFOR (N427) will provide ASO/NAVAIR document numbers and supplementary addresses to facilitate distribution.
c. Document numbers will include the UIC of the deficit activity, Julian Date (JD) and an “AP” serial number. Example: Document number N09342-3075–AP10 would be used on an item being distributed to VA-205.
d. The supplementary address will be the AAI of the deficit activity. Due to the supplementary address being limited to five characters and some AAIs being six characters, the AAI will be right justified. Example: AAI 00215A will appear in the sup– elementary address as 0215A. Activities with multiple AAIs
must pay particular attention to the supplementary address listed on shipping documents to ensure material is gained in the
e. Material for new standups and transitions to be stored at OSA will be shipped under document numbers N00205–XXXX–AP00
through N00205-XXXX-AP99. The AAI of the IMRL will appear in the supplementary address.
f. Frustrated shipments will be resolved by COMNAVAIRESFOR (N427) upon request.
TRANSACTION REPORT (TR) PROCEDURES
1. The closed loop subsystem of the AMMRL Program was imple– mented at COMNAVAIRESFOR activities to improve in-use SE inven–
tory reporting and tracking procedures. The AMMRL Program SE inventory management system provides for inventory control at the SECA and local levels as well as providing real time visibil-ity of reportable SE assets on a program wide basis. SE in-use inventory data is continually updated by SE TRs submitted by reporting custodians. Each IMRL activity is required to submit an SE TR to COMNAVAIRESFOR (N427) each time a reportable trans-action occurs (report symbol OPNAV 4790–22 per reference (a)). Inventory data maintained in SERMIS is used when generating a variety of scheduled and requested reports which are available to user commands with SERMIS terminals. These reports provide the SE inventory data necessary to determine the measure of support– ability of aviation maintenance for specific commands, geographic areas, ships, and the Navy overall. Consolidated inventory data is used by all levels of management for budget development,
effective distribution or redistribution of SE assets and NAVAIR and inventory control point procurement projections. Provisions have been made for correction of errors on TRs by the originating activity. When errors exist, a problem report will be forwarded to the activity for prompt correction of the TR. The closed loop subsystem reflects increased responsibility on the part of every IMRL activity for promptness and greater accuracy in the prepa– ration and submission of TRs.
2. TR. TR, commonly referred to as IMRL TR, is the formal method of reporting SE gains, transfers, and surveys by an IMRL activity. OPNAV 4790/64 is specifically designed for the AMMRL Program In-Use SE Inventory Management and Reporting System and is used by each Naval and Marine Corps aircraft maintenance activity or component for which an IMRL is prepared and issued.
(Component activities include MF and squadron detachments.) The SE TR is a four part, interleaved carbon set, designed so that all information is reproduced on all copies.
3. Reportable SE. SE end items subject to TR are:
a. All SE items not listed in the IMRL which are being used in place of, or in addition to, SE listed in the IMRL.
b. All SE designated as reportable by the SECA through the assignment of a SECA reportable code of “R” or “S” or assignment of an activity reportable code of “Y.”
c. COMNAVAIRESFOR requires TR of all SE items regardless of report code assigned.
16 OCT 1995
4. Closed Loop Subsystem. The AMMRL Program SE Inventory Management System includes a closed loop subsystem. This
subsystem provides tracking of in–use SE during the transfer cycle, centralized maintenance of activity SE inventory records and error detection in inventory reporting procedures. Inventory records are maintained, authorizations granted, and reports gen– erated through the use of SERMIS. Closed loop subsystem outputs include both user requested and scheduled SERMIS reports. Enclo– sure (13) of this instruction details reports available from
5. IMRL Transaction Procedures. It is mandatory that all IMRL activities maintain accurate records of all items of SE, that all on hand assets are reported and that SE TRs are generated through LAMS and submitted promptly (within 5 working days). IMRL trans– action procedures are as follows:
a. Activities shall complete and submit LAMS generated TRs to COMNAVAIRESFOR, per references (b) and (o), via the area/air wing commander, upon gain, transfer, survey, or reidentification of in–use SE. When SE is transferred, including the shipment of SE for depot level rework, the TR will be submitted at the time of shipment. A TR will be submitted for temporary loans
exceeding 30 days and anytime SE is loaned outside the Reserve claimancy.
b. COMNAVAIRESFOR will process TR data and enter inventory directives (authorizations and approvals).
c. COMNAVAIRESFOR will ensure that system files are updated and that designated closed loop reports are printed and dis-tributed to subordinate commands.
d. COMNAVAIRESFOR will use SERMIS suspense records to ensure all requirements of closed loop reporting are completed.
6. Preparation of TR. The SE TR, OPNAV 4790/64 (5-88), was designed for routine reporting of SE assets/TOL under the AMMRL program. Mandatory blocks to be completed by all activities using this form are listed below. A copy of each TR will be filed in a central location and remain on file for at least 2 years. TRs shall be filed in serial number sequence to prevent omission or repetition. Activities using automated TR will maintain archived floppy disks labeled appropriately for a minimum of 1 yea r.
a. Distribution of the TR copies for intermediate level activities shall be as follows:
(1) Original (white): Forward to COMNAVAIRESFOR (N427) for review and entry into SERMIS. (Original TOL TRs should be
forwarded to Naval Air Warfare Center, Aircraft Division, (Code PM–13) Lakehurst, New Jersey 08733-9986.)
(2) First copy (pink): Retained by originator. (Same for TOL.)
(3) Second copy (green): Destroy this copy. (For TOL TRs, forward to COMNAVAIRESFOR (N427)).
(4) Third copy (yellow): If reporting a receipt/gain, destroy this copy. If transferring an item, forward to receiving activity with equipment. (Same for TOL.)
b. Distribution of the TR copies for organizational mainte– nance activities shall be as follows:
(1) Original (white): Forward to area/wing commander for review and submission to COMNAVAIRESFOR (N427) for entry into SERMIS.
(2) First copy (3) Second copy (4) Third copy
(pink) : Retained by originator.
(green) : Forward to area/wing commander.. (yellow): If reporting a receipt/gain, destroy this copy. If transferring an item, forward to receiving activity with equipment.
c. Mandatory blocks in OPNAV 4790/64 to be completed by all IMRL activities are as follows:
(1) Block 1 - Program Indicator: Check the applicable block.
(2) Block 2 - Julian DT: Five digit Julian date of the transaction (example: 1 January 1996 is 96001).
(3) Block 3 - TR SER NO: A four digit serial number of the transaction locally assigned in sequence from 0001 through 9999 beginning each calendar year. Activities with more than one AAI will use separate serial number sequences for each AAI.
(4) Block 5a - AAI: AMMRL Activity Identifier for the activity submitting the report.
(5) Block 5b - Activity Name: Short title of activity submitting the report.
(6) Block 6a - AAI: AMMRL Activity Identifier for the activity that the SE was received from or transferred to. On reidentification and survey transactions the AAI in blocks 5a and 6a will be the same.
16 OCT 1995
(7) Block 7 - OTY: The number of items reported by this transaction.
(8) Block 8 - Type Transaction: block.
(9) Block 9 - T/C: Transaction alpha code identifying the exact nature
Check the applicable
code. A two position of the transaction being reported. See paragraph 6d below for transaction codes.
(10) Block 10 - TOT O/H: On hand quantity remaining after action has been completed for which this report is sub– mitted (see Note 3 below) .
(11) Bloc k 11 - CAGE: The five digit manufacturer’s code for the item being reported. CAGE “80058” not allowed as it is a design number and not a valid CAGE. (See Note 1.)
(12) Block 13 - Part Number: Actual PN of item being reported. Use “AN” designator only if PN is not available (see Notes 1 and 2.)
(13) Block 14 - NSN: National Stock Number including dashes and COG.
(14) Block 16 - Nomenclature: The alphabetic name of item as listed in the activity IMRL.
(15) Block 18 - Item NO: The IMRL line item number/TOL identification number.
(16) Block 21 - QTY AUTH: The authorized allowance of the item being reported per the activity’s IMRL.
(17) Block 23 - Print DT: The IMRL print date.
(18) Block 29 - Authority/ Comments/Local Use: Authori– zation number and/or any information deemed necessary to further identify the type of transaction being reported. When transfer– ring an item using transaction code “TX” from the inventory, (due to it being Beyond Economical Repair (BER) and under 1,500 dol-lars) the following statement shall be entered: “1,500 dollar limitation considered.” Also, the document number shall be annotated for all gear being TX’d.
Note 1: When writing a PN, report the PN and CAGE as it appears on the data plate of the item being reported. Under no circum– stances will a PN and CAGE combination be reported that does not reflect the actual PN and CAGE of the item being transferred or received. In cases where the actual CAGE does not appear on the
data plate, the manufacturer’s name will be crossed to a valid CAGE number and chat CAGE will be reported.
Note 2: When completing block 10 of the transaction form, activ– ities will compute the on hand quantity on the basis of total items under the PN and CAGE used in blocks 11 and 13.
Note 3: Use of OPNAV 4790/64 (l-84), the old transaction form is authorized until exhausted. The listed directions above apply to the 5-88 dated forms only.
d. Transaction Code (TR-CD, TR Code, T/C, Exception Code). A two position alpha code assigned by the originating activity on
all inventory TRs to identify the exact nature of the transaction being reported. The transaction codes for use in block 22 are:
(1) TI - Used to report a transfer of an in-use item to another SERMIS activity.
(2) RI - Used to report a receipt of an item from another SERMIS activity.
(3) TX - Used to report a transfer of an in-use item to a non–SERMIS activity (contractor, Defense Reutilization Materials Office, depot).
Note: The shipment document number must be annotated in the com– ments block for all TRs citing a TX transaction code.
(4) RX - Used to report a receipt of an item from a non-SERMIS activity.
(5) GI - Used to report the gain of an item through an inventory. Also used to report the receipt of an item for which no authorization directive was received. This adds to the
reporting activity’s on board quantity.
(6) TD - Used to report the transfer of an in-use item to a depot for repair. This updates the reporting activity’s
(7) RD - Used to report the receipt of an item from a depot that was in an in–rework status.
(8) SD - Used by a SERMIS activity to report the survey of an item that was in an in–rework status.
Note: For all transactions involving rework, the assigned rework control number is a mandatory entry in block 19 of the TR.
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(9) LR - Used by a SERMIS activity to report the loss of a locally reportable item that was in an in–rework status. (For future use.)
(10) LI - Used by a SERMIS activity to report the loss of a locally reportable item that was in an on board status. (For future use.)
(11) SI - Used by a SERMIS activity to report the survey of an item that was in an on board status. Enter the approved survey number in block 29 of the TR.
(12) RE - Used by a SERMIS activity to report the reiden-tification of an on board item resulting from a new PN assignment after the incorporation of an SE change or a previously reported gain which was incorrectly identified. Enter the CAGE/PN of the item being reidentified in blocks 11 and 13. Enter the CAGE/PN that the material is to be reidentified to in blocks 25a and 25b. Enter the quantity remaining of the CAGE/PN cited in blocks 25a and 25b after the transaction in block 25c.
(13) VD - Used to maintain TR sequence when a TR does not pass edit/validation. This will void a TR serial number for a particular AAI and year.
(14) TL - Used to report the loan of an in–use item to another activity (SERMIS or non–SERMIS). This adds to the reporting (owner) activity’s loan out quantity.
(15) RL - Used to report the receipt of an item that was loaned to the reporting activity. This adds to the reporting
(loan to) activity’s loan in quantity.
(16) RR - Used to report the return of an item that was loaned to another activity. This subtracts from the reporting
(owner) activity’s loan out quantity.
(17) RT - Used to report the return of an item that was loaned from another activity. This subtracts from the reporting
(loan to) activity’s loan in quantity.
(18) XE - Used to report the expending portion of an activity Rework Asset Exchange (REAX).
(19) XG - Used to report the gaining portion of an activity REAX.
Note: Codes XE and XG are system generated and will be paired indicating one REAX transaction.
(20) IT - The loss of an in-use item lost while in transit.
Note: The code of IT, used to report a loss of an in-use item while in transit, is system generated when the SECA processes an
In–Transit Survey. Only the SECAs may use this code. See
enclosure (7) of this instruction for additional information on In–Transit Survey procedures.
(21) DE - Used by a SERMIS activity to report an item identified in error.
Note: The code of DE, used to report (cancel) an item identified in error, may only be submitted within a period of 90 days of original report. Beyond 90 days, a request for removal must be submitted via official correspondence.