Incorporated

Policy changes from this SAMM E-Change memo have been incorporated into the SAMM.

References DSCA 20-47.

DoD Seal

DEFENSE SECURITY COOPERATION AGENCY
2800 DEFENSE PENTAGON
WASHINGTON, D.C. 20301-2800

6/5/2023

 

MEMORANDUM FOR :

DEPUTY UNDER SECRETARY OF THE AIR FORCE FOR INTERNATIONAL AFFAIRS
DEPUTY ASSISTANT SECRETARY OF THE ARMY FOR DEFENSE EXPORTS AND COOPERATION
DEPUTY ASSISTANT SECRETARY OF THE NAVY FOR INTERNATIONAL PROGRAMS
DIRECTOR, DEFENSE CONTRACT MANAGEMENT AGENCY
DIRECTOR, DEFENSE CONTRACT AUDIT AGENCY
DIRECTOR, DEFENSE INFORMATION SYSTEMS AGENCY
DIRECTOR, DEFENSE LOGISTICS AGENCY
DIRECTOR, DEFENSE THREAT REDUCTION AGENCY
DIRECTOR, MISSILE DEFENSE AGENCY
DIRECTOR, NATIONAL GEOSPATIAL-INTELLIGENCE AGENCY
DIRECTOR FOR SECURITY ASSISTANCE, DEFENSE FINANCE AND ACCOUNTING SERVICE - INDIANAPOLIS OPERATIONS
DIRECTOR OF CYBERSECURITY DIRECTORATE AND DEPUTY NATIONAL MANAGER FOR NATIONAL SECURITY SYSTEMS, NATIONAL SECURITY AGENCY

SUBJECT :

Defense Security Cooperation Agency Memorandum 23-12, Title 10 Building Partner Capacity Case-Related Manpower and Funding Source Matrix [SAMM E-Change 597]

REFERENCE :

  1. Defense Security Cooperation Agency Policy Memorandum 20-47, "Department of Defense Appropriated Building Partner Capacity (BPC) Accounting Interim Solution," September 29, 2020

This memorandum provides clarifying guidance for Title 10 (T10) Building Partnership Capacity (BPC) case-related manpower activities and their proper funding source. This policy is in direct response to referenced policy memorandum which articulated FMS Administrative funds are no longer authorized for T10 BPC programs. The Security Assistance Management Manual (SAMM) Table C9.T2., Case-Related Manpower Functions and Funding Source Manpower Matrix, no longer applies to T10 BPC programs. Implementing Agencies (IAs) are directed to follow the guidance in this policy when determining the funding source for T10 BPC case-related manpower activities. Of note, once the new manpower table is reflected in the Defense Security Assistance Management System (DSAMS), IAs will be required to use the new row numbers when completing Manpower Travel and Data Sheets for new cases, and only those lines being adjusted for cases being modified or amended. DSAMS warnings requesting case validation on inactive rows or lines not being updated should be disregarded. The new manpower table applies to all new T10 BPC cases, amendments, and modifications implemented after June 15, 2023.

The T10 BPC Manpower Funding Table describes case-related manpower activities from pre-Memorandum of Request (pre-MOR) through Business Sustainment Activities. This table indicates which activities should be direct costs as line items on T10 BPC cases, and which activities are indirect costs that should be covered under the Defense Security Cooperation Agency's (DSCA) T10 BPC Program Support Costs or the Department of Defense (DoD) Military Department (MILDEP)/IA's T10 appropriated dollars, i.e., Operations and Maintenance. This guidance applies to the following T10 BPC authorities and programs:

  1. Title 10 U.S.C. Section 333
  2. Coalition Readiness Support Program (CRSP)
  3. Indo-Pacific Maritime Security Initiative (MSI)
  4. Ukraine Security Assistance Initiative (USAI)

 

The policy in the attachment is incorporated into the DSCA SAMM: https://samm.dsca.mil. And for question please contact the following individuals:

Related to this guidance:

  • Ms. Wendy Pouliot, (OBO/FPRE/FP)
  • (571) 385-8131 or wendy.pouliot.civ@mail.mil

Section 333, CRSP, or MSI Programs:

  • Ms. Gunda Seng, (IOPS/REX/GCD)
  • (703) 697-9707 or gundega.a.seng.civ@mail.mil

USAI:

  • Ms. Lauren Chapman, (IOPS/REX/GCD)
  • (703) 695-7424 or lauren.a.chapman5.civ@mail.mil

Program activities:

  • Ms. Caroline Chin, Strategy, (SPP/EPA)
  • (703) 697-9073 or caroline.s.chin.civ@mail.mil

 

J. Aaron Harding
Chief Operating Officer and Chief Financial Officer
Defense Security Cooperation Agency

ATTACHMENT : 
Security Assistance Management Manual E-Change 597

Attachment: Security Assistance Management Manual E-Change 597 
TITLE 10 BUILDING PARTNER CAPACITY CASE-RELATED MANPOWER AND FUNDING SOURCE MATRIX

 

  1. Update SAMM Section C15.3.1.1.2.1.:

    From

    C15.3.1.1.2.1. SAMM Table C9.T2. (Case-Related Manpower Functions and Funding Source Manpower Matrix) is not applicable to T10 BPC programs.

    To

    C15.3.1.1.2.1. SAMM Table C9.T2a. (Case-Related Manpower Functions and Funding Source Manpower Matrix) is not applicable to T10 BPC programs. Reference SAMM Table C9.T2b. (T10 Building Partner Capacity Case-Related Manpower Functions and Funding Source Manpower Matrix).

  2. Update SAMM Section C15.3.3.1.:

    From

    C15.3.3.1. Standard Level of Service. DSCA Directorates and IAs will render the same level and manner of service for management of BPC cases as they do for management of FMS cases. See Table C9.T2. Funding Authorities may approve payment for above standard level of service activities as long as the requirement is clearly justified in the MOR. The IA will include a charge for above standard level of service on the pseudo-LOA or on a separate management case for the BPC program.

    To

    C15.3.3.1. T10 BPC Program Support Costs. DSCA Directorates and IAs render the same level and manner of service for management of BPC cases as they do for management of FMS cases. See Table C9.T2b. Funding Authorities may approve payment for T10 BPC Case Costs activities as long as the requirement is clearly justified in the MOR. Once the Funding Authorities approve payment, the IA will include a charge for T10 BPC Case Costs on the BPC LOA or on a separate management case for the BPC program.

  3. Update SAMM Section C5.4.7.7.:

    From

    C5.4.7.7. Personnel Protection and Related Costs. For the purpose of performing services outside of the United States, the term "U.S. personnel" as discussed below and in Appendix 6 pertains to personnel involved in the performance of actions under the LOA.

    To

    C5.4.7.7. Personnel Protection and Related Costs. For the purpose of performing services outside of the United States, the term "U.S. personnel" as discussed below and in Appendix 6 pertains to USG or U.S. contracted personnel involved in the performance of actions under the LOA.

  4. Add SAMM Section C5.4.7.7.3.:

    C5.4.7.7.3. For every LOA line that anticipates funding for travel of USG or U.S. contracted personnel to the recipient or Benefitting Country or to another overseas location, IAs are required to input in the LOA case line-item description "Outside Continental United States (OCONUS) travel of USG or U.S. contracted personnel anticipated." If OCONUS travel is not to the LOA Purchaser, identify the country of the OCONUS travel in line-item description.

  5. Update SAMM Section C9.4.2.:

    From

    C9.4.2. Manpower in Support of FMS Programs.

    To

    C9.4.2. Manpower in Support of FMS and Title 10 (T10) Building Partner Capacity (BPC) Programs.

  6. Update SAMM C9.4.2.1.:

    From

    C9.4.2.1. Table C9.T2. describes case-related manpower functions and indicates which activities should be included as line items on the case (direct charges) and which activities are covered under the FMS Administrative Surcharge (indirect charges).

    To

    C9.4.2.1. Foreign Military Sales Activity Matrix. The Foreign Military Sales Activity Matrix (FAM) table describes FMS case-related activities/functions and their proper source of funding. The activities/functions listed in Table C9.T2a. in the "FMS Admin" column represents indirect costs funded by the FMS Administrative Surcharge and should not be included and/or priced as direct costs on the Letter of Offer and Acceptance (LOA). The activities/functions listed in Table C9.T2a. under the "FMS Case," "Non-Standard," and "Frequency" columns represent direct costs funded by the Purchaser and should be included as line items on the case. Requests to deviate from the funding sources shown on this table or requests for clarification regarding this table must be coordinated with the DSCA (Office of Business Operations, Financial Reporting & Regional Execution Directorate, Financial Policy Division (OBO/FPRE/FP)).

  7. Update SAMM C9.4.2.2.:

    From

    C9.4.2.2. Foreign Military Sales (FMS) Activity Matrix (FAM). The FAM details FMS related activities and their proper source of funding. FAM activities/functions listed in Table C9.T2. under the "FMS Admin" column represent indirect charges funded by the FMS Administrative Surcharge and should not be included and/or priced as direct charges on the LOA. Requests to deviate from the funding sources shown on this table or requests for clarification regarding this table must be coordinated with the DSCA (Directorate of Business Operations (DBO) Financial Policy & Analysis (FPA) Division).

    To

    C9.4.2.2. T10 BPC Activity Matrix. The BPC Activity Matrix (BAM) table describes T10 BPC case-related activities/functions and their proper source of funding. The activities/functions listed in Table C9.T2b. under the "T10 BPC Program Support Costs" and "Performing Activity T10 Costs" columns represent indirect costs funded by the Department of Defense (DoD) Title 10 (T10) appropriated funds and should not be included and/or priced as direct costs on the LOA. The activities/functions listed in Table C9.T2b. under the "T10 BPC Case Costs" column represents direct costs funded by the DoD T10 appropriated funds made available to support Benefitting Countries and should be included as line items on the case. Requests for funding clarification regarding this table and possible funding alternatives or exemptions must be coordinated with the DSCA (OBO/FPRE/FP).

  8. Update SAMM C9.4.2.3.:

    From

    C9.4.2.3. Program Management Services. The IA may determine that USG program management services are necessary for successful program implementation and execution in accordance with the FMS Activity Matrix in Table C9.T2.

    To

    C9.4.2.3. Foreign Military Sales Program Management Services. The Implementing Agency (IA) may determine that USG program management services are necessary for successful program implementation and execution in accordance with the FMS Activity Matrix in Table C9.T2a.

  9. Update SAMM Table C9.T2. to:

    Table C9.T2a. Foreign Military Sales Case-Related Manpower Functions and Funding Source 

  10. Update SAMM C9.4.2.4.:

    From

    C9.4.2.4. Manpower Reporting Requirements. Manpower requirements listed on LOAs are generated and validated through Manpower Travel Data Sheets (MTDS) in the Defense Security Assistance Management System (DSAMS). MTDS is in a standardized format for capturing and auditing all case-funded civilian or contracted full-time equivalent (FTE) manpower, travel, and personnel support costs, and must be completed in DSAMS. MTDS data ensures U.S. Government or U.S. contracted personnel traveling overseas on case-funded activities are protected by Status of Forces Agreements or other status provisions, where applicable.

    To

    C9.4.2.4. FMS and T10 BPC Case Related Manpower Reporting Requirements. Manpower requirements listed on LOAs are generated and validated through the Manpower Travel Data Sheets (MTDS) in the Defense Security Assistance Management System (DSAMS). The MTDS is in a standardized format for capturing and auditing all case-funded military, civilian, or USG contracted full-time equivalent (FTE) manpower, travel, and personnel support costs. Do not charge military salaries to Building Partner Capacity cases. Direct military labor costs are charged to applicable military personnel appropriations. MTDS data reporting requirements helps ensures USG or U.S. contracted personnel traveling overseas on case-funded activities are protected by Status of Forces Agreements (SOFA) or other status provisions, where applicable.

  11. Update SAMM C9.4.2.4.2.:

    From

    C9.4.2.4.2. Contracted Manpower. For contracted manpower, IAs are required to identify position or function, LOA line-item number, duration, total manpower cost, corresponding Case-Related Manpower Functions and Funding Source row number(s), and CONUS and In-Country travel. See Table C9.T2. for the Case-Related Manpower Functions and Funding Source Manpower Matrix. The number of work years and travel costs, if unknown, are not required for contracted manpower.

    To

    C9.4.2.4.2. United States Government Contracted Manpower. For contracted manpower, IAs are required to identify position or function, LOA line-item number, duration, total manpower cost, corresponding FMS or T10 BPC Case-Related Manpower Functions and Funding Source row number(s), and Continental United States (CONUS) and In-Country travel. The number of work years and travel costs are not required for USG contracted manpower. See Table C9.T2a. for FMS Case-Related Manpower Functions and Funding Source Manpower Matrix and Table C9.T2b. for T10 BPC Case-Related Manpower Functions and Funding Source Manpower Matrix.

  12. Update SAMM C9.4.2.4.4., Row #1 thru Row #3 to:

    To

    C9.4.2.4.4. Manpower and Trave Data Sheet Exemptions. The following items are exempt from the MTDS requirement:

    1. Manpower provided as a membership in the USG-sponsored groups identified in Row #102 Row #SA2 of Table C9.T2a.;
    2. Manpower provided by the Working Capital Fund (WCF) as long as the manpower is part of the final material total cost and cannot be separated from the unit price (e.g., organic costs). However, if only services are being provided by the WCF, an MTDS is required;
    3. Lines involving blanket order CONUS training, Outside Continental United States (OCONUS) Security Assistance Teams, or schoolhouse-provided training where manpower costs are embedded within the course/tuition rates;
    4. ...
  13. Update SAMM C9.4.2.5.:

    From

    C9.4.2.5. Manpower Funding Sources. Manpower for FMS case-related programs is funded from one of two sources: the FMS Administrative Surcharge or FMS case lines. See Table C9.T2. for a description of case manpower functions and how each function should be funded. Requests to deviate from these funding sources must be coordinated with the DSCA (Directorate of Business Operations (DBO) Financial Policy & Analysis (FPA) Division).

    To

    C9.4.2.5. Manpower Funding Sources. Manpower for FMS case-related programs is funded from one of two sources: the FMS Administrative Surcharge or FMS case lines. See Table C9.T2a. for a description of case-related manpower functions and how each function should be funded. Manpower for T10 BPC case-related programs is funded from one of three sources: T10 BPC Program Support Costs, Performing Activity T10 Costs, or T10 BPC case lines. See Table C9.T2b. for a description of case-related manpower functions and how each function should be funded. Requests to deviate from these funding sources must be coordinated with the DSCA (OBO/FPRE/FP).

  14. Update C9.4.2.6.:

    From

    C9.4.2.6. Program Management Services - Tracking Costs. An auditable methodology must be used to document work each individual performs on a program management services line (for cases "accepted" on or after August 1, 2006) or a Program Management Line (for cases "accepted" prior to August 1, 2006). Personnel charges must be identifiable by position number, employee identification number, or other traceable means.

    To

    C9.4.2.6. Foreign Military Sales Program Management Services - Tracking Costs. An auditable methodology must be used to document work each individual performs on a program management services line (for cases "accepted" on or after August 1, 2006) or a Program Management Line (for cases "accepted" prior to August 1, 2006). Personnel charges must be identifiable by position number, employee identification number, or other traceable means.

  15. Add Table C9.T2b.:

    Table C9.T2b. T10 BPC Case-Related Manpower Functions and Funding Source Matrix 

    The United States Government (USG) owns the Building Partner Capacity (BPC) program requirements and provides Title 10 (T10) appropriated funds to support the administration, planning, development, execution, and monitoring of these programs throughout the BPC case lifecycle. T10 BPC programs are listed in C15.T2 and can be identified via the Fund Source column as specified by 97 (DoD) or 21 (Army). The Afghanistan Security Forces Fund (ASFF) and Counter-Islamic State of Iraq and Levant Train and Equip Fund (CTEF) T10 BPC authorities and programs are excluded. This guidance applies to the following T10 BPC authorities and programs that use the BPC case process for execution and is subject to change pending the addition of new T10 BPC programs or cancellations in accordance with legislation:

    1. Title 10 U.S.C. Section 333
    2. Coalition Readiness Support Program (CRSP)
    3. Indo-Pacific Maritime Security Initiative (MSI)
    4. Ukraine Security Assistance Initiative (USAI)

    The funding sources for the T10 BPC activities are categorized as follows:

    • T10 BPC Program Support Costs. Military Departments (MILDEPS) and other Implementing Agencies (IAs) will provide annual estimates for these activities to DSCA (Office of Business Operations (OBO) Comptroller (CMP)) and DSCU, Strategic Workforce Programs in accordance with the T10 BPC annual cost collection guidance. Approved program support estimates are provided to the IAs via Funds Authorization Document (FAD) for further distribution.
    • T10 BPC Case Costs. BPC program funds are used to directly support developing a Benefitting Country's (BC) capability and are included as direct costs to the BPC Letter of Offer and Acceptance (LOA); there is a unique case line for each cost category.
    • Performing Activity T10 Costs. The Performing Activity's T10 appropriated funds are used to cover its own requirements and activities supporting T10 BPC programs. These activities are funded using other non-DSCA administered/budgeted funds, e.g., Research, Development, Test and Evaluation (RDT&E), Operations and Maintenance (O&M), etc. The Performing Activity must review if they have other funding available to support these activities. If funds are not available, then the activities will not be funded, or a request must be submitted via the Department of Defense's Planning, Programming, Budgeting, and Execution (PPBE) process.