Institutionalizing Air Force Reliability and Maintainability (R&M)


Colonel Gene S. Bartlow, USAF
Chief, Logistics, Finance, and Technology Management
Directorate of Operational Requirements
NQ USAF, Washington, D.C. 20330-5000

Introduction

Dispensing munitions on the right target at the right time is a primary strategic and tactical mission of the Air Force. Our ability to carry out this mission is a reflection of many factors that make up a total mission package. These include the number of sorties available, the weapon delivery capability and capacity of the aircraft, the number and quality of aircrew available, electronic countermeasures, mission escort, intelligence, and weather. My focus is on the sortie production contribution to mission effectiveness.

Conceptually different aircraft systems are designed for different types of missions; however, all systems strive routinely to generate the largest number of sorties per day as physically possible. The primary method of achieving more sorties is through designed in reliability, maintainability, and supportability. But often during design, logistics support considerations take a back seat to new operational requirements in avionics, radars, power systems, and so on. Ironically, these enhancements may or may not contribute to increased sorties.

Since design capabilities of new weapon systems are determined during the acquisition process and design tradeoffs are the ultimate responsibility of program managers, the thrust herein is to provide a different perspective of system effectiveness and suggest some solutions that could help system program managers ensure reliability, maintainability, and supportability requirements are translated into enforceable contracts and ultimately supportable weapon systems.

Capability and Availability

Effectiveness is a function of two primary factors: system (hardware and aircrew) capability (expressed in terms such as speed, altitude, payload, and turn capability) and availability (comprised of reliability, maintainability, and supportability). Achieving capable and available weapon systems is what the acquisition process is all about. The challenge in "reliability" is to reduce the amount of weapon system maintenance and servicing downtime, thus increasing the availability of systems for their assigned missions. The challenge in "maintainability" includes designing into weapon systems ease of maintenance, such as by precluding situations in which it takes much longer to gain access to a part that wears quickly than it takes to actually repair or replace it. The challenge in "supportability" includes designing into the weapon systems simpler support requirements using common connectors for fuel, common ground equipment, or common external stores and munitions and increasing the availability of spares, tools, or specialized equipment needed to ensure uninterrupted support.

Reliability and maintainability (R&M) directly contribute to system performance. The probability of a system functioning as specified for the duration of a mission is directly related to component reliability. Fewer failures, accompanied by more accurate diagnosis and fault isolation and reduced resource requirements during repairs, would substantially improve system availability. Improved availability would not only increase daily peacetime numbers of aircraft to support training requirements, but would also provide a better starting point for generation to a wartime footing and enhance the ability to sustain combat sortie rates. Of course, availability can also be improved by buying more spares or by employing exceptional maintenance procedures such as cannibalization and intensified maintenance activity. However, these "catch up" approaches have led instead to high support costs and budgetary shortfalls.

The costs of support personnel, equipment, and spare parts are also directly impacted by R&M. By improving reliability, system failures are reduced, thereby lessening the need for spares and maintenance actions. Improved maintainability can further reduce the number of spares and maintenance actions. while also reducing the need for special test equipment and personnel. Improved fault isolation through more accurate, reliable, built-in test capabilities and automatic test equipment can also decrease spares requirements, maintenance actions, and required skill levels. Through improvements in these areas, substantial savings can be realized in manpower, training, equipment, and facility costs.

Every Air Force program manager will readily agree on the need for weapon systems that are reliable, maintainable, and supportable. The problem is how to achieve these goals and make programmatic trade decisions that positively impact logistics support (reliability, maintainability, and supportability).

Achieving Support Goals

The acquisition process requires identification of a requirement; a follow-through management system to track progress; a testing system to ensure the Air Force gets what it pays for; and an enforceable contract to ensure procured systems are reliable, maintainable, and supportable.

Weapon systems project offices (SPOs) and deputy program managers for logistics (DPMLs) are charged with primary responsibility for ensuring new weapon systems are in fact reliable, maintainable, and supportable. The difficulty experienced by SPOs and DPMLs is translating the need into enforceable contracts. For example, one commonly used standard for defining a maintainability requirement is maintenance man-hours per flying hours (MM/FH). Low MM/FH would be the goal (Table 1 illustrates this approach with current tactical systems).

Table 1

TYPE OF AIRCRAFT

STANDARD MM/FH-CY3

F-16A
A-10A
F-4E
F-4D
F-1110
F-111E

31.7
27.98
62.18
45.90
85.36
62.64

Source: FYBC-83 Tactical Aircratt Supportability Comparison, AF/LEYYC, Pentagon, Washington, DC, April 1984 by Jerry Gregory.

Using MM/FH alone is difficult because the standard is illdefined and to date is not contractually enforceable. Normally, MM/FH includes all direct maintenance man-hours and organizational and intermediate level maintenance required to support an aircraft system at a single base. The word all is far too general. Moreover, the maintenance man-hours calculation methodology at one major command (MAJCOM) or base may not be counted in the same manner as at another base, or from one aircraft weapon system to another, or even from one defense industry contractor to another.

Routine scheduled maintenance actions are required on virtually every weapon system. Therefore, a certain level of maintenance is designed into the system, some more than others, to ensure a degree of reliability. However, the unprogrammed, unscheduled maintenance actions present the greatest difficulty to maintenance personnel. Scheduled maintenance would be similar to a routine oil change and tune -up on an automobile, or even long-term normally anticipated maintenance such as changing tires, air filters, and brake linings. Unscheduled maintenance would be a broken oil line, water pump, or an axle on an automobile. The problem in aircraft systems is how to identify unscheduled versus routine scheduled maintenance. One way is by tracking the mean flying hours between unscheduled maintenance (MFHBUM) which would more clearly identify the actual availability of an aircraft weapon system. To properly identify maintenance man-hours, both scheduled and unscheduled man-hours must be considered.
Another measuring device is that of system availability. We need a clearly understandable and enforceable standard or standards by which to identify actual aircraft availability in wartime, Currently, the Air Force is using the actual experience of various aircraft weapon systems to set availability standards; but, in new weapon systems, one can often only gwPss what the standard should be. The Air Force should specify before buying what the expected available sortie rates will be, especially for wartime planning purposes. However, we often buy an aircraft without knowing in advance how many sorties will be available daily in wartime.

Air Force regulations do not clearly define all these parameters. Statements of need (SON), system operational capability statements, and program management directives (PMDs) do not routinely define meantime between failure (MTBF) or meantime between maintenance (MTBM) or the calculation methodologies used, although DPMLs and SPOs are tasked to ensure they are considered during aircraft design and operational test and evaluation (OT&E).

Enforceable and trackable standards and calculation methodologies are needed not only for the total system but also for each subsystem within an aircraft. For example, an MTBF needs to be established for the hydraulic system, the munitions dispensing system, the avionics system, the radar system, the crew-ejection system, the landing gear system, and the airframe. Each subsystem requirement should be stated and then a cumulative standard for both scheduled and unscheduled maintenance should be established for the weapon system.

Where will the SPO director, contractor, and DPML obtain these standards and methodologies? A primary source, of course, is from experience and requirements of older on-line weapon systems. However, this approach will be only partially adequate as new technologies surface and requirements of weapon system capabilities change significantly. Logisticians should have readily available studies and analyses within recognized regulations and documents that provide all the available historical criteria, standards, and methodologies, as well as actual capabilities of all current and past mainframe weapon systems and subsystems. With this master listing by functional area and subsystem, the logistics program requirements officer can compare the standards and more readily determine new achievable levels of reliability, maintainability, and supportability. In fact, it would also be beneficial to include standards from other services experience.

Establishing standards and requirements is but one step in the process. Whether or not standards are actually translated into availability depends on the management approach and control systems used in individual aircraft acquisition programs. Decisions left unanswered at the Air Staff or SPO/DPML level are made at a lower level or left up to a contractor. The failure to clearly establish requirements and to develop solid management systems to control programs will inevitably result in cost control and logistics problems later in the acquisition process.
A strong top-down approach is needed, which is where lessons learned from past mistakes can best be implemented. AFR 57-1, Statement of Operational Need (SON), is where the process begins, and the new edition provides a clearer outline of this approach with somewhat more detailed programmatic requirements. Once a program has been accepted as a viable Air Force requirement, the program management directive (PMD) is developed. Unfortunately, PMDs do not normally incorporate all the requirements of the SON and system operational capability statements. Each iteration of program development should build upon each previous step in the process, ensuring nothing is lost in the translation. The PMD should be the complete statement of work from which aircraft weapon system procurement contracts are developed, although this procedure is not the norm in aircraft acquisition systems today. The PMD is often now merely an overview of management procedures, responsibilities, and priorities rather than a complete statement of system management requirements.

One would expect, for example, that an expression of a contractual value for reliability, indeed for any operational suitability characteristic, would follow and not precede the establishment of an operational standard. But that was not the case in the F-16 required operational capability (ROC). The rapid pace of the F-16 program as it moved from flight vehicle technology demonstration to weapon system development resulted in the F-16 ROC becoming a "backfill" document.
The need to emphasize R&M requirements, starting with milestone zero and proceeding through the full-scale engineering development (FSED)/production process,. is spelled out in DOD Directives 5000.40 and 5000.39. Reliability and maintainability program plans and their various elements are defined in MIL-STD-785 and MIL-STD-470. However, full implementation of these directives varies among different types of equipment and different weapon system programs. There is little doubt that systems with far greater R&M are achievable, but the overriding issue is the ability to hold together all the key programmatic aspects of the structure when faced with conflicting demands of funding, costs, schedule, systems performance, and political constraints.'
Often, development contracts do not reflect what the leadership and program managers at the various levels think the contractors' requirements should be. Thus, the best intentions of the best program managers are lost in the shuffle of documents from one level to another. Moreover, what is considered a priority in trade-off management decisions may not always be the same priority the senior level management believes should be stressed. In other words, unless the requirements and priorities are clearly stated in each document in extensive detail, there is no guarantee they will be met when a weapon system is produced. The SPO and DPML must then aggressively pursue the stated integrated priorities and requirements. The charter and objectives must be quite clear to all, and senior management must periodically follow up to ensure the stated priorities and requirements are being properly executed.

In conjunction with this approach, a very close association must be established with the prime contractor, using devices such as award fee incentives and direct Air Force participation in more efficient manufacturing technology (MANTECH) developments supported by funds made available specifically to the SPOs and DPMLs for these purposes. Only then will the SPO and DPML be able to apply enough pressure to ensure their respective requirements are met.
Some will say this overview is again merely a restatement of how the Air Force acquisition system works now; so what is newt The fact is this is how well-run programs are sometimes managed. They are not the norm, as evident in various programs experiencing limited wartime supportability, low sortie rates, increased manpower requirements for new aircraft versus older models, increased intermediate level maintenance requirements, or excessive spares costs and requirements due to low system reliability. Fixing part of the problem is helpful but a whole new management thrust is needed to ensure the Air Force is provided cost-effective, reliable, maintainable, and supportable aircraft weapon systems. Until the management approach, requirements process, and inspection procedures are fully institutionalized and documented, acquisition problems and follow-on wartime availability difficulties wilt remain.

Recapping The Problem

The four parts of the problem are:

(1) System requirements are often vague and _ lack definition, leaving the resulting reliability; . maintainabii'ity, and supportability standards to the judgment of contract design engineers.

(2) Program management documents are not sufficiently detailed, objectives and requirements are often lost when translated from one document to another, and priorities are not always in agreement between various agencies.

(3) Funds are not normally made available for the purpose of providing award fee incentives to specifically cover R&M system requirements.

(4) Inspection and audit management follow-up is sporadic and full top-down management reviews are often somewhat limited.

A comprehensive fix is required for a comprehensive problem. But one thing is certain, the weapon system availability problem will not improve in the short run without attention.

Recommendations

The following recommendations are proposed to solve the problems:

(1) Definitive requirements development standards should be established.

(a) Clearly defined and universally understood calculation methodologies and comprehensive definitions are required for mean flying hours between scheduled and unscheduled maintenance, maintenance man-hours per flying hour, maintenance man-hours per sortie, mean downtime, mean time between maintenance, maximum repair time. mean man-hours to repair, mean time between demand, mean time between critical failure, and the other applicable measurements relating to availability.

(b) Calculation methodologies and readily understandable definitions should be incorporated into a single all-encompassing regulation. (The glossary included in this AFJL is a first attempt at bringing together appropriate definitions. Methodologies developed must be applicable at base level, major command, and the contractor.)

(c) Reliability, maintainability, and supportability standards and criteria applied to all current and past mainframe weapon systems should be consolidated into one document outlining the historical capabilities and methodologies, including those for subsystems, used by all services to the extent available.

(2) A detailed management system approach with a full documentation process should be developed.

(a) A step-by-step, top-down management approach needs to be described in an all-encompassing regulation. Several applicable regulations need to be consolidated into a single Air Force management regulation.

(b) New management approaches need to be documented, aligning the various program systems documents and ensuring each successive product fully incorporates the previous listed requirements, management concepts, priorities, and controls.

(c) Air Staff, SPO, DPML, MAJCOM, and contractor relationships and responsibilities in the process need to be stated in the all-encompassing regulation.

(d) The PMD must specifically address in a regulation and each PMD the priority of R&M relative to system performance, costs, schedule, and security.

(e) Management emphasis must be clearly documented demanding early incorporation of R&M requirements into engineering design long before critical design review, but not later than immediately following initial program go ahead. (3) A specific funding profile should be required at the beginning of a weapon system development to clearly support growth and maturation of R&M through FSED and early production.

(4) A comprehensive weapon system acquisition inspection, audit, and management oversight follow-up and feedback system should be incorporated within one allencompassing Air Force regulation.

(a) Air Force inspection requirements, criteria, and standards for the Air Staff, SPO, DPML, and MAJCOM program managers need to be incorporated to ensure R&M requirements are followed in a consistent and effective manner.

(b) Air Force Audit Agency involvement, procedures, and program participation need to be clearly defined to ensure R&M requirements are followed in a consistent, effective, and efficient manner.

(c) Management reports (a feedback system) must be developed to cover all aspects of reliability, maintainability, and supportability.

(d) Program management review (PMR) requirements (oversight) must be specified, including areas to be discussed, management approach, priorities, program studies planned and in progress, participants, and frequency.

General James P. Mullins, former Commander, Air Force Logistics Command, at the Air Force Association National Symposium on Logistics, 7-8 October 1984, addressed the issue forcefully. He stated the increasing reliance on high technology systems, combined with the "come-as-you-are" nature of modern warfare, creates a circumstance in which:

. . . the tail, in the form of logistics, will more and more wag the dog. Logistics will increasingly become the single greatest impediment to having real combat capability. We'd better find a way to cope with this reality until we can ultimately remove this impediment, hopefully by removing the need for logistics itself. The notion of building systems that don't need logistics, except for consumables like fuel and munitions . . . isn't pie in the sky. In fact, to a great extent, we already have this technology. The 2,000 hour MTBF is not a fantasy of the future it's a reality today.

Conclusion

The Air Force has recognized the need and made the commitment to institutionalize R&M in the weapon system acquisition process. On 17 September 1984, the Honorable Verne Orr, Secretary of the Air Force, and General Charles A. Gabriel, Air Force Chief of Staff, signed an action memorandum setting up an Air Force Deputy Chief of Staff (DCS) Research, Development, and Acquisition and DCS Logistics and Engineering working group to develop an action plan. Some elements of the concepts outlined within this paper have also subsequently been recommended by the working group, although with a significantly different approach on the issue. The bottom line objectives, however, are similar.

The future can be bright for high sortie-producing weapons with a commitment to systematically institutionalize the concepts outlined herein. The systems management approach and options selected by the Air Force will have a significant impact on the near-term success of the initiative. The institutionalizing concepts proposed in this paper could additionally prove highly beneficial in the short run and, most importantly, provide for the high degree of weapon system R&M the Air Force requires in the future. The upfront investment in time and money is worth the effort.