DEFENSE LOGISTICS AGENCY

 HEADQUARTERS

 8725 JOHN J. KINGMAN ROAD

 FORT BELVOIR, VIRGINIA 22060-6221

July 29, 2016 

MEMORANDUM FOR DLMS PROCESS REVIEW COMMITTEES (PRC) AND WORKING

GROUP MEMBERS

SUBJECT: Administrative Approved Defense Logistics Management Standards (DLMS) Change 

(ADC) 1239, Add the DLMS Compliance Checklist to Defense Logistic Manual 

(DLM) 4000.25 Volume 1, Concepts and Procedures, Appendix 10, DLMS 

Compliance 

The attached administrative change to Defense Logistic Manual (DLM) 4000.25 Volume 1, 

Concepts and Procedures, Appendix 10, DLMS Compliance, is approved for publication. This 

administrative change adds the DLMS Compliance Checklist to Appendix 10. 

Addressees may direct questions to Ms. Samantha Mosser, e-mail: 

Samantha.Mosser@dla.mil. Others must contact their Component designated representative 

available at https://www.dlmso.dla.mil/CertAccess/SvcPointsPOC/allpoc.asp. 

HEIDI M. DAVEREDE

Director

Defense Logistics Management 

Standards Office

Attachment

As stated

cc:

ODASD (SCI)
Attachment, ADC 1239 

Page 1

Administrative Approved DLMS Change (ADC) 1239 

Add the DLMS Compliance Checklist to Defense Logistic Manual (DLM) 

4000.25 Volume 1, Concepts and Procedures, Appendix 10, DLMS Compliance

1. ORIGINATING SERVICE/AGENCY AND POC INFORMATION:

a. Technical POC: Samantha Mosser, Defense Logistics Management Standards Office,

e-mail: samantha.mosser@dla.mil

b. Functional POC: None

2. FUNCTIONAL AREA: Applicable to all functional areas

3. REFERENCES: DLM 4000.25, Defense Logistics Management Standards (DLMS),Volume

1, Appendix 10, DLMS Compliance.

4. APPROVED CHANGE:

a. Brief Overview of Change: This change adds the DLMS Compliance Checklist to

Defense Logistics Manual (DLM) 4000.25, Volume 1, Concepts and Procedures, Appendix 10, 

DLMS Compliance. 

b. Background:

(1) The mandate to implement the DLMS has existed since 2000 when the first

DoD Directive 8190.01 was issued. The Directive mandate was reaffirmed with the reissuance of 

DoD Directive 8190.01E, Defense Logistics Management Standards (DLMS) in 2015. While 

neither the original version nor the most resent Directive issuance established a firm 

implementation date, the DoD Acquisition and Logistics Functional Strategy set the year 2019 as 

the goal for full DLMS implementation. Further, both the Deputy Assistant Secretary of Defense 

(DASD) Supply Chain Integration (SCI) and the Defense Procurement and Acquisition Policy 

(DPAP), Program Development and Implementation (PDI) offices initiated efforts to track the 

Component implementation of approved DLMS changes. Additionally, DLMSO is collaborating 

with the DoD Deputy Chief Management Officer (DCMO) to ensure the DLMS are incorporated 

within the Business Enterprise Architecture, the Defense Information Standards Registry and to 

ensure that there are hooks to the DLMS within the Integrated Business Framework-Data 

Alignment Portal.

(2) The DLMS Implementation Strategy Guide and DLM 4000.25, Volume 1,

Appendix 10 provides guidance on how to determine if the DLMS are applicable to a system. This 

administrative ADC adds a link within Appendix 10 to provide the DLMS Compliance Check List

as a tool to aid in determining when systems require DLMS compliance. A copy of the DLMS

Compliance Check List is shown in Enclosure 1. 

c. Revisions to DLM 4000.25 Manuals: This change amends DLM 4000.25, Volume 1,

Appendix 10, paragraph AP10.3.1.1.1. to read as follows: 

AP10.3.1.1.1. Systems that are within the DLMS functional scope are those that 

support business functions covered by the DLM 4000.25 series of manuals. The system under 
Attachment, ADC 1239 

Page 2

review may identify DLMS applicability for all or selected individual business processes supported 

by the DLMS. A review of the DLM 4000.25 series manuals “Tables of Contents” is a quick way 

to identify the specific business processes supported by the DLMS. To aid program managers in 

determining the applicability of the DLMS to a particular system, a DLMS Compliance 

Checklist is found at http://www.dlmso.dla.mil/programs/dlms/dlms-Implementation.asp. 

Program managers must review the DLMS Compliance Checklist to determine DLMS 

applicability to their programs. 

5. REASON FOR CHANGE: To provide a tool to assist program management offices in making

the determination if a specific system requires DLMS compliance. While this ADC includes the

check list as an enclosure, the check list will only be included in the DLM via the URL link above.

6. ESTIMATED TIME LINE/IMPLEMENTATION TARGET: Effective immediately.

7. IMPACT: Program managers must review the DLMS Compliance Checklist to determine

DLMS applicability. There are no new or changed data elements, no changes to AISs, no changes

applicable to Transaction Services and no changes to other non-DLM publications resulting from

this ADC.
Enclosure 1, ADC 1239

Page 1 

Defense Logistics Management Standards (DLMS) Compliance Checklist 

for Investment Review Board (IRB)

The system was identified as potentially requiring compliance with DLMS implementation policy based on the system's description or because it's functionality maps 

to one or more of the following Business Enterprise Architecture (BEA) operational activities in Defense Information Technology Portfolio Repository (DITPR):

Conduct Program Management (A3.2.8); Manage Receipt and Acceptance (A3.1.2.4); Manage Property and Materiel (A4); Perform Build and Make and Maintenance 

and Sustainment (A4.3); Deliver Property and Forces (A4.4); Dispose or Return Property and Materiel (A4.5); Perform Asset Accountability (A4.6)

Instructions: Answer all questions and provide explanation in the comments block.

1 Question A is a screening question to determine if DLMS applies to the system. Provide a yes or no answer in the space provided. See 

"Comments" column for further instructions based on the answer provided.

2 If DLMS applies after answering "Yes" to question A or if uncertain proceed answering questions 1 through 8.

3 The yes/no cells are conditionally formatted. They will change color based on the answer provided. See the legend for more information.

Question # Question Yes/No Comments (explain Yes/No answers)

A Does the system perform business functions, and/or manage, 

send/receive, display, or store data associated with the business 

functionality and processes covered by DLM 4000.25? (Note - The 

DLM Volume/Chapter Tables of Contents can be used as a guide 

to supplement the below check list items.)

If "no", then the DLMS Enterprise Standard does not apply to this 

system

If "yes", then the DLMS compliance policy applies to this system.

Continue with checklist.

1 Does the system calculate forecasts of special program, future 

demand estimated requirements for items of supply or 

determine items that should be disposed of and provide forecasts 

to the sources of supply?

Provide explanation

2 Does the system exchange information with other systems to 

perform property accountability functions, and/or provide 

visibility of property (i.e. access, query, or display property 

information) to include final disposition of materiel at the end of 

the life cycle?

Provide explanation

3 Does the system perform materiel ordering or requisitioning 

functions initiating requests for material from DOD or other 

Federal Government supply system sources, such as the General 

Services Administration (GSA), or contracts established by DOD or 

Federal Government sources of supply/procuring offices?

Provide explanation

4 Does the system perform functions to receive and process orders 

against contracts, requisitions for supply system materiel, lateral 

redistribution requests, stock redistribution orders, materiel 

returns, or materiel disposals?

Provide explanation

5 Does the system perform materiel receiving and/or property 

acceptance functions for materiel from contractors, or DOD 

and/or Federal Government supply system sources of supply, 

(such as GSA) and does it report discrepancies or provide 

information to support discrepancy resolution? 

Provide explanation

6 Does the system maintain asset inventory records and perform 

any of the following physical inventory functions; scheduling 

inventories, conducting physical counts of on-hand materiel, 

comparison of physical counts to record balances, reporting gains 

and losses, support causative research and reporting, performing 

location audits or location/records reconciliations?

Provide explanation

7 Does the system perform materiel visibility functions such as 

tracking, registry functions where it sends information to or 

receives information from visibility and or tracking databases.

Provide explanation

8 Interfund billing and payment functions where information must 

be exchanged with other systems to get or provide information 

on materiel issues, receipts, and acceptance, payments, and 

discrepancies, requests for payment, or adjustments or funds 

transfers.

Provide explanation

B If any of the questions 1 through 8 were answered “Yes;” does 

the system adhere to the business rules, information exchange 

business transaction formats and data standards documented in 

DLM 4000.25 for those areas using the DLMS Implementation 

Convention ANSI X12 transactions or approved DLMS XML 

schemas?

Provide explanation