afi84-103.pdf

BY ORDER OF THE SECRETARY

OF THE AIR FORCE

DEPARTMENT OF THE AIR FORCE

INSTRUCTION 84-103

12 MAY 2021

History

DEPARTMENT OF THE

AIR FORCE HERITAGE PROGRAM

COMPLIANCE WITH THIS PUBLICATION IS MANDATORY

ACCESSIBILITY: Publications and forms are available for downloading or ordering on the e-

Publishing website at www.e-Publishing.af.mil

RELEASABILITY: There are no releasability restrictions on this publication

OPR: NMUSAF/CL

Supersedes: AFI 84-103, 22 May 2015

Certified by: AF/HO

(Mr. Walter A. Grudzinskas)

Pages: 101

This Department of the Air Force Instruction (DAFI) implements Air Force Policy Directive

(AFPD) 84-1, History and Heritage Management. It gives requirements for the management of historical property and related museum activities throughout the Department of the Air Force

(DAF). This Instruction applies to all civilian employees and uniformed members of the United

States Space Force, Regular Air Force, Air Force Reserve, and Air National Guard. This

Instruction requires the collection and/or maintenance of information protected by the Privacy Act of 1974 authorized by Department of Defense Directive (DoDD) 5400.11, DoD Privacy Program.

The applicable System Of Records Notice(s) F084 NMUSAF A, DAF Museum System Volunteer, and F084 NMUSAF B, Air Force Museum Artifact Tracking System (AFMATS) are available at:

http://dpclo.defense.gov/Privacy/SORNs.aspx. Direct questions or comments on the contents of this instruction may be made through appropriate command channels to the National Museum of the United States Air Force (NMUSAF), Management Support Division (NMUSAF/MU).

Refer recommended changes and questions about this publication to the Office of Primary

Responsibility (OPR) using the AF Form 847, Recommendation for Change of Publication; route

AF Forms 847 from the field through the appropriate functional chain of command.”. This publication may be supplemented at any level, but all direct supplements are routed to the Office of Primary Responsibility of this publication for coordination prior to certification and approval.

Ensure all records created as a result of processes prescribed in this publication are maintained in accordance with Air Force Instruction (AFI 33-322), Records Management and Information

Governance Program, and disposed of in accordance with the Air Force Records Disposition

Schedule located in the Air Force Records Information Management System. The authorities to waive wing/unit level requirements in this publication are identified with a Tier (“T-0, T-1, T-2, http://www.e-publishing.af.mil/ http://dpclo.defense.gov/Privacy/SORNs.aspx

2 DAFI84-103 12 MAY 2021

T-3”) number following the compliance statement. See DAFI 33-360, Publications and Forms

Management, for a description of the authorities associated with the Tier numbers. Submit requests for waivers through the chain of command to the appropriate Tier waiver approval authority. The

OPR of this AFI retains final approval authority for waivers to all non-tiered requirements. The use of the name or mark of any specific manufacturer, commercial product, commodity, or service in this publication does not imply endorsement by the Air Force.

SUMMARY OF CHANGES

This document is substantially revised throughout and should be completely reviewed. Major changes include: updated statutory authorities, further clarified volunteer reference checks and criminal records investigations, revised inactivating unit memorabilia guidance, updated requirements for conserving and maintaining historical property to include signage, revised disaster contingency plans, updated Local Supporting Foundations chapter, the Department of

Defense (DoD) Small Arms Serialization Program, and AF Form 3584 is rescinded.

Chapter 1—OVERVIEW AND BACKGROUND 7

1.1. Introduction

1.2. The DAF Heritage Program

Figure 1.1. Comparison of Heritage Activities

1.3. DAF Heritage Program Board of Directors

1.4. Statutory Authority

Chapter 2—ROLES AND RESPONSIBILITIES 10

2.1. SECAF

2.2. Headquarters Air Force Director of Staff (HAF/DS)

2.3. Deputy Chief of Staff, Logistics, Engineering & Force Protection (AF/A4):

2.4. The Director, AF/HO

2.5. Commander, Air Force Materiel Command (AFMC/CC)

2.6. The Director, NMUSAF

2.7. MAJCOM, Direct Reporting Unit (DRU), and Field Operating Agency (FOA) commanders

2.8. MAJCOM Historians (MAJCOM/HO)

2.9. Commanders

2.10. DAF Field Museum Directors

2.11. DAF Heritage Center, DAF Heritage Holdings and airpark historical property custodians

2.12. DAF Field Historians

DAFI84-103 12 MAY 2021 3

2.13. DAF Personnel

2.14. Joint Basing

Chapter 3—ESTABLISHING DEPARTMENT OF THE AIR FORCE HERITAGE

PROGRAM ACTIVITIES 15

3.1. Application

3.2. DAF Field Museum

3.3. DAF Heritage Center

3.4. DAF Historical Holding

3.5. Airpark

3.6. Strategic Planning

Chapter 4—STAFFING DEPARTMENT OF THE AIR FORCE HERITAGE PROGRAM

ACTIVITIES 22

4.1. Professional Qualities

4.2. National Museum of the United States Air Force

4.3. DAF Field Museum

4.4. DAF Heritage Center

4.5. DAF Historical Holding

4.6. Airpark

4.7. Volunteers

4.8. DAF Heritage Program Ethics Statement

4.9. Training

Chapter 5—FUNDING DEPARTMENT OF THE AIR FORCE HERITAGE PROGRAM

ACTIVITIES 28

5.1. Standards

5.2. Funding Support

5.3. Appropriated Funds for New Construction

Chapter 6—RESTRUCTURE OR CLOSURE OF DEPARTMENT OF THE AIR FORCE

HERITAGE PROGRAM ACTIVITIES 30

6.1. Rationale

6.2. Temporary Closures

6.3. Permanent Closures

6.4. Restructuring Heritage Activities

6.5. Upgrading a Heritage Activity

4 DAFI84-103 12 MAY 2021

6.6. Base Realignment and Closure

Chapter 7—MANAGING DEPARTMENT OF THE AIR FORCE HERITAGE

PROGRAM PROPERTY 34

7.1. Scope

7.2. Categories of DAF Historical Property

Figure 7.1. Sample Unit Memorabilia Inventory Form

7.3. Acquiring Historical Property

7.4. Requesting Existing Historical Property from NMUSAF

7.5. Requesting Aerospace Vehicles

7.6. Donations

7.7. Additional Sources

7.8. Loan Conditions

7.9. Accountability Records

7.10. Inventory Reporting and Control

7.11. Change in Historical Property Custodian

7.12. Lost and Damaged Historical Property

7.13. Movement

7.14. Managing Restoration Support Items Management

7.15. Aircraft Parts Removals

7.16. Disposing of Historical Property

7.17. Archaeological Materials

7.18. National Register of Historic Places

Chapter 8—CONSERVATION AND DISPLAY STANDARDS 56

8.1. Conserving Artifacts

8.2. Handling and Displaying Artifacts

8.3. Restoration and Maintenance of Aerospace Vehicles and Support Equipment

8.4. Designing Exhibits

8.5. Exhibit Requirements

Chapter 9—SECURITY, SAFETY, AND RESOURCE PROTECTION 66

9.1. Securing Property

9.2. Safety

9.3. Resource Protection

9.4. Security Lighting

DAFI84-103 12 MAY 2021 5

Chapter 10—RADIATION SAFETY 69

10.1. Program Direction

10.2. Responsibility

10.3. Personnel Dose Levels

10.4. Radiation Screens

Figure 10.1. Radiation Screening Checklist

10.5. Radiation Surveys

10.6. Storage

10.7. Controls

10.8. Permitting and Licensing

10.9. Accountability Records for Radioactive Items

10.10. Response Procedures and Reporting

10.11. Shipment

10.12. Disposal

10.13. Loan to Civilian Organizations

Chapter 11—LOCAL SUPPORTING FOUNDATIONS 79

11.1. Purpose

11.2. Concepts of Operations

11.3. Local Supporting Foundation Requirements

11.4. Ethics and Conflicts of Interest

11.5. Authorized Activities

11.6. Prohibited Activities

Chapter 12—MUNITIONS AND FIREARMS 83

12.1. Introduction

12.2. Munitions

12.3. Display of Firearms

12.4. Access to Controlled Area

12.5. Firearms in Storage

12.6. Firearms Inventory Requirements

12.7. Department of Defense Small Arms and Light Weapons Serialization Program

12.8. Follow structural standards in DoDM 5100.76 for new construction or modification of facilities for storage of museum firearms

12.9. Additional Resources

6 DAFI84-103 12 MAY 2021

Chapter 13—DEPARTMENT OF THE AIR FORCE CIVILIAN LOAN PROGRAMS 88

13.1. Purpose and Authority

13.2. Qualification Requirements and Application

13.3. Availability and Condition of Property

13.4. Static Display Program

13.5. Civilian Museum Loan Program

13.6. Responsibilities and Care Requirements

Chapter 14—PROGRAMS AND OUTREACH 91

14.1. Introduction

14.2. Programming

14.3. Publications

14.4. Websites

Attachment 1—GLOSSARY OF REFERENCES AND SUPPORTING INFORMATION 93

Attachment 2—MEMORANDUM OF UNDERSTANDING TEMPLATE 99

DAFI84-103 12 MAY 2021 7

Chapter 1

OVERVIEW AND BACKGROUND

1.1. Introduction. The Department of the Air Force (DAF) fully commits to the preservation of the United States Air Force (USAF) and United States Space Force (USSF) history, heritage and traditions. The DAF meets this commitment through a well-conceived and carefully managed heritage program.

1.1.1. DAF heritage activities include any individual museum, heritage center, airpark, or artifact holdings. These activities preserve and present DAF heritage. As such, heritage activities form a core part of the infrastructure to recruit, train and sustain the force. Heritage activities provide education, training and information on the history, heritage, and culture of the DAF. Heritage activities provide an essential tool in promoting the esprit de corps required to support the performance of DAF units. Heritage activities promote the readiness of the

DAF.

1.1.2. DAF heritage provides a means of engaging Airmen, Guardians and the public with the cumulative history of the USAF and USSF. By recounting events and people through material culture, DAF heritage enables the nation’s military and civilian population to understand and support DAF missions and requirements. DAF heritage supports operational and technical needs of the DAF. DAF heritage supports the professional development of personnel. DAF heritage also promotes the morale of DAF personnel, and promotes pride in the DAF.

Stewardship of historical data and items fulfills the DAF’s statutory responsibilities and educates DAF personnel and the public on the DAF’s mission, roles, functions, and national contributions.

1.1.3. An objective of this commitment is to preserve the history, heritage and traditions of the DAF in a way that produces benefits of significant value to the DAF and the Nation. The objectives of the DAF Heritage Program are to:

1.1.3.1. Preserve and protect the history, heritage, and culture of the DAF through collections, displays, and exhibits. These products capture historic events, technological development, individuals, and materials.

1.1.3.2. Inspire, motivate, and educate America’s youth towards the DAF and science, technology, engineering, and mathematics fields of study.

1.1.3.3. Interpret and present the DAF’s history, heritage, and culture. This keeps the services stories visible, accessible, and alive in order to create a better understanding on which to base future plans and support of DAF programs.

1.1.3.4. Provide a resource to educate and train DAF members in the historical and technological background of their profession. Motivate DAF members towards increased pride in their profession which, in turn, increases their professional performance, career incentive, and retention. Generate a sense of pride in DAF veterans, who return to see and reflect on their service.

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1.2. The DAF Heritage Program. The DAF Heritage Program is a function of the DAF History and Museums Program. The heritage program comprises the NMUSAF, DAF field museums, DAF heritage centers, DAF historical holdings, and DAF airparks, all referred to as heritage activities. The heritage program acquires, cares for and manages all DAF historical property. The

DAF History and Museums Program operates under the policy and guidance of the Director, Air

Force History and Museums (AF/HO) located in Washington, D.C.

1.2.1. The NMUSAF, located at Wright-Patterson Air Force Base, OH, is a direct reporting unit to Headquarters Air Force Materiel Command (AFMC) for logistics and administration.

The NMUSAF operates under the policy and guidance of AF/HO, with governance provided by the DAF Heritage Program Board. The NMUSAF serves as the service-level authority on the stewardship and accountability of DAF Heritage Program property. The NMUSAF also provides the broadest interpretation and presentation of DAF history and heritage. The

NMUSAF ensures heritage activities are meeting stewardship and accountability requirements for the historical property in their custody. The NMUSAF may periodically evaluate heritage activities and advise supporting commanders and Major Command History Offices

(MAJCOM/HOs) on the acceptable levels of professional museum standards and practices.

The NMUSAF provides leadership opportunities to identify and intervene to correct potential problem areas before they negatively impact historical property.

1.2.2. DAF field museums showcase specific aspects of DAF operations or functions. Field museums use appropriated funds to accomplish their mission. DAF field museums display artifacts, which includes aerospace vehicles. A specially designated building, or part thereof, should exclusively house the field museum. The field museums are open to military and civilian visitors at regularly scheduled hours. Professional museum curators and specialists staff field museums, perform curatorial functions, training, interpretation and education, and related historical duties, full-time (see Figure 1.1, Chapter 4 and Chapter 7).

1.2.3. DAF heritage centers showcase the history and missions performed at that particular wing, function, or geographic location. Heritage centers use appropriated funds to accomplish their mission. Heritage centers display artifacts, which may include aerospace vehicles. A specially designated building, or part thereof, should exclusively house the heritage center.

Heritage centers are open to military and civilian visitors at regularly scheduled hours.

Although AF/HO recommends a professionally trained staff, the supporting commander can appoint a historical property custodian and additional staff to manage the heritage center. This staff performs limited curatorial functions, training, education and related historical duties.

DAF heritage centers are typically smaller in scope and collection than field museums (see

Figure 1.1, Chapters 4 and 7). This staff performs limited curatorial functions, training, education, interpretation, and related duties.

1.2.4. DAF historical holdings are collections of historical property under DAF control.

Historical property custodians display historical property in a trophy room, visitor center, hall of fame, hallway exhibit, or other type of display not recognized by the DAF as a field museum or a heritage center. DAF historical holdings display artifacts, which includes aerospace vehicles, and could range in size from a few items in a display case to hundreds of items displayed throughout a facility (e.g., the Air Force Academy). A historical property custodian oversees the maintenance and accountability of historical property on display (see Figure 1.1, Chapters 4 and 7).

DAFI84-103 12 MAY 2021 9

1.2.5. Airparks display one or more DAF-related historical aerospace vehicles (aircraft, missile, satellite, and spacecraft) and related support equipment on an installation. Airparks range in size from a single aerospace vehicle (e.g., a “gate guard” near an installation entrance gate) to multiple vehicles displayed together in a designated area. An on-site Historical

Property Custodian oversees the accountability and maintenance of the aerospace vehicles on display (see Figure 1.1, Chapters 4 and 7).

Figure 1.1. Comparison of Heritage Activities.

PROFESSIONALLY

TRAINED STAFF

DEDICATED

FACILITY

STRATEGIC

PLAN

NMUSAF

Field Museums

Heritage Centers

Historical Holdings

Airparks

= required = recommended = not required or recommended

1.3. DAF Heritage Program Board of Directors. On behalf of the SECAF, the DAF Heritage

Program Board of Directors provides strategic policy guidance, operational direction and management control to the heritage program. The board shapes, reflects and advocates the heritage program’s values and goals. A charter and by-laws govern the board and are voted upon and updated as needed but at a minimum biennially.

1.4. Statutory Authority.

1.4.1. The DAF Heritage Program collection is part of the National Historical Collection of the United States of America. The heritage program preserves historical objects of national significance for public use for the inspiration and benefit of the people of the United States in accordance with Title 54 United States Code Subtitle III, National Preservation Programs, as amended. Commanders who acquire, possess or accept historical property obligate the DAF to preserve and interpret the historical property in the interest of history, the DAF and the

American people.

1.4.2. The use of civilian volunteers in DAF heritage activities is governed by Title 10 USC

§1588, Authority to Accept Certain Voluntary Services.

1.4.3. 10 USC §9565, Colors, Standards, and Guidons of Demobilized Organizations

Disposition governs the control and disposition of colors, standards, and guidons of inactivated organizations.

1.4.4. 10 USC §2572, Documents, Historical Artifacts, and Condemned or Obsolete Combat

Materiel: Loan, Gift, or Exchange governs the loan, donation or exchange of books, manuscripts, works of art, historical artifacts, drawings, plans, models, and condemned or obsolete combat materiel.

10 DAFI84-103 12 MAY 2021

Chapter 2

ROLES AND RESPONSIBILITIES

2.1. SECAF. The SECAF will:

2.1.1. Ensure stewardship of historical personal property through identification, accountability, preservation, utilization, and disposition, consistent with Title 54 United States

Code Subtitle III. (T-0).

2.1.2. Provide for the loan or exchange of historical property in accordance with 10 USC

§2572. (T-0).

2.2. Headquarters Air Force Director of Staff (HAF/DS). HAF/DS chairs the DAF Heritage

Program Board.

2.3. Deputy Chief of Staff, Logistics, Engineering & Force Protection (AF/A4): The AF/A4 may:

2.3.1. Approve exchanges of items, goods and services for NMUSAF valued at more than

$250,000.

2.3.2. Delegate authority to approve museum exchanges for NMUSAF valued at less than

$250,000 to the AFMC Commander (AFMC/CC), further delegable to AFMC/CD.

2.4. The Director, AF/HO. The Director, AF/HO will:

2.4.1. Provide strategic vision, policy, and overall guidance for the DAF Heritage Program.

2.4.2. Provide communication and coordination between the SECAF, USAF, USSF, the DAF

Heritage Program and the NMUSAF.

2.4.3. Serve as Executive Secretary and facilitate DAF Heritage Program Board meetings.

2.4.4. Provide oversight and management of career development, education and training of

DAF Heritage Program personnel.

2.5. Commander, Air Force Materiel Command (AFMC/CC). The AFMC/CC, in addition to responsibilities outlines in Paragraph 2.9, will:

2.5.1. Oversee NMUSAF operations. Fund and staff the NMUSAF. Help procure materials, equipment and facilities for its mission. (T-2).

2.5.2. Exempt from reclamation significant historical aerospace vehicles identified by the

NMUSAF. (T-2).

2.6. The Director, NMUSAF. The Director, NMUSAF will:

2.6.1. Supervise the NMUSAF staff. (T-2).

2.6.2. Exercise stewardship responsibility for all DAF historical property. (T-1).

2.6.3. Exercise the control and accountability of all historical property, including identification, acquisition, preservation, accessioning, and cataloging. (T-1).

DAFI84-103 12 MAY 2021 11

2.6.4. Discharge DAF responsibilities concerning the loan, exchange, or donation of historical property to non-federal entities in accordance with 10 USC §2572. (T-0). Identify historical property and services required via exchange. Manage the DAF Exchange Program, the

Civilian Museum Loan Program, and the Community Static Display Loan Program.

2.6.5. Interpret and present DAF history, heritage, and culture. (T-1).

2.6.6. Designate as historical property contemporary and obsolete aerospace vehicles and other equipment or material relating to the history of the DAF. Coordinate appropriate actions to acquire and preserve these items. (T-1).

2.6.7. Make recommendations to AF/HO and advise on DAF Heritage Program strategic planning. (T-1).

2.6.8. Provide the SECAF, USAF, USSF, AF/HO, and MAJCOMs/FLDCOMS with professional expertise and advice on the material culture and heritage of the DAF. (T-1).

2.6.9. Provide technical guidance and professional assistance to DAF heritage activities, other government activities, educational institutions and private, nonprofit organizations that portray

DAF history in their museums and exhibits. (T-1).

2.6.10. In coordination with AF/HO, prepare plans for the collection and disposition of historical property during and after contingency or humanitarian operations. (T-1).

2.7. MAJCOM, Direct Reporting Unit (DRU), and Field Operating Agency (FOA) commanders. These commanders, in additional to responsibilities outlines in Paragraph 2.9, will:

2.7.1. Assure adequate resourcing of heritage activities within their command to meet the statutory requirements outlined in this instruction. (T-1).

2.7.2. Ensure effective command oversight of historic property and heritage activities. (T-1).

Where appropriate, establish a command heritage oversight committee, chaired by MAJCOM deputy commander, FOA or DRU senior leadership. These committees should monitor heritage activities within the command. This should include the activities of supporting organizations and their compliance with required memoranda of agreement and memoranda of understanding.

2.7.3. Use MAJCOM, FOA, or DRU history offices as the functional manager for heritage program activities. (T-1).

2.7.4. Use the Inspector General (IG) process to ensure compliance with this instruction. (T-

2).

2.7.5. Ensure that heritage activities achieve the objectives of the DAF Heritage Program as described in AFPD 84-1. (T-1).

2.8. MAJCOM Historians (MAJCOM/HO). MAJCOM/HO will:

2.8.1. Serve as the principal advisor to commanders for all matters relating to DAF Heritage

Program activities. Commanders may delegate this authority to command curators where applicable. (T-1).

12 DAFI84-103 12 MAY 2021

2.8.2. Ensure that subordinate units identify and report all items of potential historical value to the NMUSAF. (T-2). This includes captured enemy equipment and other foreign material that may be of historical value. Report these potential artifacts through the MAJCOM/HO to the NMUSAF.

2.8.3. Ensure that heritage activities comply with mandatory reporting requirements. This includes the Historical Property Agreement, its attachments and the required five year loan renewal process. (T-0).

2.8.4. Approve strategic plans for each MAJCOM heritage activity not less than every two years (see Paragraph 3.6). (T-2).

2.8.5. Conduct compliance inspections, in accordance with AFI 90-201, The Air Force

Inspection System, at subordinate heritage activities. (T-1).

2.8.6. Coordinate with commanders on any expansion, relocation, restructuring, or closure of

MAJCOM heritage activities. (T-1).

2.8.7. Serve as liaison between AF/HO, NMUSAF and subordinate unit heritage activities on all heritage program matters. (T-1).

2.8.8. Encourage heritage activity staffs and historical property custodians to pursue appropriate training and professional development opportunities. (T-2).

2.9. Commanders. Commander will:

2.9.1. Support heritage activities under their command with the resources necessary to satisfy the requirements of this instruction. (T-3).

2.9.2. Sign historical property accounts certifying unit compliance and accountability. (T-0).

2.9.3. Appoint, in writing, the primary and alternate historical property custodians to manage each heritage activity in their organization. (T-1). Appoint a replacement prior to the current historical property custodian's departure. (T-1). In the case of staffed heritage centers and field museums, activity staff can serve as the historical property custodian (see Chapter 4 and

Chapter 7).

2.9.4. Process gifts of historical property according to this instruction and AFI 51-506, Gifts to the Department of the Air Force from Domestic and Foreign Sources (see Chapter 7). (T-

1).

2.9.5. Ensure Local Supporting Foundations that support heritage activities comply with this instruction (see Chapter 11) and AFI 34-223, Private Organizations (PO) Program. (T-1).

2.9.6. Encourage units in their command to locate, identify, secure and report items of possible historic value. (T-3). This includes during war and military operations other than war.

Commanders will report these through the MAJCOM/HOs to NMUSAF. (T-3).

2.9.7. Ensure that heritage activities achieve the objectives of the DAF Heritage Program as described in AFPD 84-1. (T-3).

2.9.8. Endorse individual strategic plans for all heritage activities under their control not less than biennially, and forward to MAJCOM/HO (see Paragraph 3.6). (T-2).

DAFI84-103 12 MAY 2021 13

2.9.9. Coordinate with MAJCOM/HO on proposed establishment, expansion, relocation, restructuring, or closure of heritage activities. (T-2).

2.10. DAF Field Museum Directors. DAF Field Museum Directors will:

2.10.1. Supervise and conduct field museum operations. (T-1).

2.10.2. Account for the historical property on loan to the DAF field museum by conducting a complete inventory every five years in accordance with Historical Property Agreement and attachments and more often as circumstances dictate. (T-0).

2.10.3. Develop and maintain procedures to ensure the control, care and accountability for all historical property placed in their custody by the DAF Heritage Program. (T-1). This includes identification, collection, preservation, conservation, accessioning, and cataloging.

2.10.4. Develop and maintain a comprehensive strategic plan for the management of the field museum (see Paragraph 3.6). (T-1). The DAF Field Museum Director will review strategic plans, update as necessary, and submit biennially for review and coordination to the commander and MAJCOM/HO for approval. (T-2).

2.10.5. Prepare and submit an annual budget for inclusion in the installation financial plan.

(T-3).

2.10.6. Create interpretive exhibits that support the field museum's mission statement. (T-3).

2.10.7. Develop appropriate education and training programs to support the mission. (T-3).

2.10.8. Report directly to the command section (commander, vice commander, or director of staff). (T-1).

2.10.9. Advise and inform the commander on all matters pertaining to the field museum. (T-

3).

2.10.10. Exercise discretion to establish and maintain open communication with any Local

Supporting Foundation, council, or similar entity supporting the DAF field museum and may serve as a non-voting member of their governing board(s). (T-3).

2.10.11. Maintain visitation records based upon actual counts. (T-3).

2.10.12. Keep MAJCOM/HO informed of field museum activities. (T-2).

2.10.13. Adhere to the ethics of the museum profession (see Paragraph 4.8). (T-3).

2.11. DAF Heritage Center, DAF Heritage Holdings and airpark historical property custodians. These heritage activities will:

2.11.1. Control, care and account for all historical property on loan to DAF Heritage Centers, DAF Heritage Holdings, or airparks. (T-0). Account for the historical property on loan to the heritage activity by conducting comprehensive wall-to-wall inventories every five years in accordance with Historical Property Agreement and attachments and as circumstances dictate.

(T-0).

2.11.2. Serve as the organization's point of contact with the MAJCOM/HO, DRU or FOA senior leadership. (T-3).

2.11.3. Advise and assist the commander in complying with this instruction. (T-3).

14 DAFI84-103 12 MAY 2021

2.11.4. Develop and maintain a strategic plan for the management of the heritage center, historical holdings, or airpark (see Paragraph 3.6). (T-2). Heritage centers, heritage holdings, and airpark historical property custodians will review strategic plans, update as necessary, and submit biennially for review and coordination to the commander and MAJCOM/HO for approval. (T-2).

2.11.5. Adhere to the ethics of the museum profession (see Paragraph 4.8). (T-3).

2.12. DAF Field Historians. Historians at wings, centers, DRU and FOA will not serve as DAF field museum staff or historical property custodians for DAF heritage centers. (T-1). Historians may serve as historical property custodians for DAF historical holdings. Historians should conduct research to support heritage activities (e.g., Color, Markings, and Insignia packages), assist with exhibit planning, and serve on oversight committees.

2.13. DAF Personnel. All DAF military and civilian personnel are encouraged to identify and report items of potential historical significance. Contact MAJCOM/HOs or NMUSAF with information and suggestions.

2.14. Joint Basing.

2.14.1. DAF organizations on joint bases are responsible for the care, maintenance, and accountability of all historical property on loan to them. The care, maintenance, and accountability for other services’ historical property (e.g., Army, Navy) at joint bases is the responsibility of those services and the organizations to which the property belongs in accordance with applicable department and service specific regulations, instructions, etc.

2.14.2. A historical property custodian, appointed by the senior DAF officer of the unit to which the items are on loan, serves as the primary point of contact for matters relating to DAF historical property on loan to DAF organizations at joint bases (see Chapter 5 and Paragraph

2.12).

2.14.3. The joint base’s Supporting Component, has primary responsibility for real property and installations management functions that may affect DAF historical property in accordance with existing Memoranda of Agreement (e.g., snow removal, grass cutting, other grounds or building maintenance issues). Individual DAF organizations are responsible for coordinating with the Supporting Component on any design, construction, and/or maintenance of real property components to ensure the safe and proper display of historical property (e.g., cement pads or pylons for static display aircraft, facilities for museums, heritage centers or historical holdings). Where the DAF is the lead service, DAF organizations will have an approved memorandum of agreement with the supporting commander of the heritage activity host wing.

The memorandum of agreement must specify the individual service real property and installations management functions are required to support this instruction. (T-2).

DAFI84-103 12 MAY 2021 15

Chapter 3

ESTABLISHING DEPARTMENT OF THE AIR FORCE HERITAGE PROGRAM

ACTIVITIES

3.1. Application. Establishing a DAF Heritage Program activity obligates current and future commanders with an ongoing responsibility for resources. The application process promotes long range planning and instilling a clear understanding of the resources required to operate a DAF

Heritage Program activity according to professional museum standards.

3.2. DAF Field Museum. Commanders submit requests to establish a DAF field museum through the MAJCOM/HO, MAJCOM/CC, and NMUSAF to AF/HO for approval. DRUs and

FOAs submit requests through NMUSAF to AF/HO. Requests include:

3.2.1. The museum’s name and the installation at proposed location; (T-1).

3.2.2. The museum’s mission statement; (T-1).

3.2.3. The museum’s scope of collection statement; (T-1).

3.2.4. A comprehensive strategic plan for the management of the museum (see Paragraph

3.6); (T-1).

3.2.5. The nature and extent of interest or support expected from Local Supporting

Foundations and other non-Federal entities; (T-1).

3.2.6. The type, size, suitability and location of the building or area that will house the proposed museum. The museum should be on installation property. Include an evaluation of the environmental factors that could affect preservation of artifacts. These factors include temperature and humidity, light exposure, vermin control, and other local issues. Provide current interior and exterior photographs of existing buildings along with architectural concepts and costs of any proposed improvements to include intrusion detection system, climate controls, additional security, and lighting requirements; (T-1).

3.2.6.1. If anticipated guest demand warrants, a museum may establish a retail food operation (e.g., “snack bar”) to be operated by the installation Force Support Squadron

(FSS). All food items sold through such an operation are intended to be consumed on the premises. The hours of operation, physical layout, staffing, scope of food services offered, and profit-sharing arrangement should be accomplished through a Nonappropriated Fund

Instrumentality Memorandum of Agreement (NAFI MOA) established per 10 U.S.C. 2492 and AFI 65-106, Appropriated Fund Support of Morale, Welfare and Recreation (MWR) and Other Nonappropriated Fund Instrumentalities (NAFIs), Attachment 3.

3.2.6.2. Such profit-sharing arrangements between a museum and a FSS should not include the Local Supporting Foundation (e.g., the Local Supporting Foundation is not to receive any share of the profits from such a retail food operation).

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3.2.6.3. Local Supporting Foundations should not operate, or participate in the operation of, retail food outlets except in the case of an approved outgrant (e.g., lease) awarded to the Local Supporting Foundation pursuant to AFI 32-9003, Granting Temporary Use of

Air Force Real Property. Such a lease would entail the installation MWR program having a right of first refusal to operate, or to receive equitable compensation, from such a retail food operation. See AFI 32-9003, paragraph 5.17. and 10 U.S.C. § 2667(b)(6).

3.2.7. A staffing plan to include the proposed number, grade(s), and position descriptions of civilian and military staff, position authorization numbers for the professional General

Schedule-1015/1016 positions, the number and grades of other persons to perform museum work, and an organizational chart reflecting the museum's location within the parent organization; (T-1).

3.2.8. The point of contact on the commander’s staff designated to supervise the museum; (T-

1).

3.2.9. Estimated date of the museum's official opening; (T-1).

3.2.10. Proposed museum hours of operation and public access; (T-1) and

3.2.11. Provide copies of the articles of incorporation, by-laws, current financial statement, and memoranda of understanding for any Local Supporting Foundation established to support the heritage activity. Also provide the Internal Revenue Service determination under the provisions of Internal Revenue Service Code, 26 USC §501(c)(3), confirming the foundation’s tax-exempt status. (T-1).

3.3. DAF Heritage Center. Commanders send requests to establish a DAF Heritage Center through the MAJCOM/HO, MAJCOM/CC and NMUSAF to AF/HO for approval. DRUs and

FOAs submit requests through NMUSAF to AF/HO. Requests include:

3.3.1. The heritage center’s name and the installation at proposed located; (T-1).

3.3.2. The heritage center’s mission statement; (T-1).

3.3.3. The heritage center’s scope of collection statement; (T-1).

3.3.4. A comprehensive strategic plan for the management of the heritage center (see

Paragraph 3.6); (T-1).

3.3.5. The heritage center’s potential audience; (T-1).

3.3.6. The proposed location of the heritage center. The heritage center should be on installation property. Include specific details about the type, size, suitability, and location of the building or area proposed for the heritage center. Include an evaluation of the environmental factors that could affect preservation of artifacts. These factors include temperature and humidity, light exposure, vermin control and other known issues. Provide current interior and exterior photographs of existing buildings, along with architectural concepts and costs of any improvement; (T-1).

3.3.7. A staffing plan to include position descriptions of civilian and military staff, and name, grade and position title of the person designated as the historical property custodian or director of the heritage center. The historical property custodian or director is responsible for the development, accountability, and operation of the center; (T-1).

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3.3.8. Estimated date of the heritage center's official opening; (T-1).

3.3.9. Proposed heritage center's hours of operation and public access; (T-1) and

3.3.10. Provide copies of the articles of incorporation, by-laws, current financial statement, and memoranda of understanding for any Local Supporting Foundation established to support the heritage activity. Also provide the Internal Revenue Service determination under the provisions of Internal Revenue Service Code, 26 USC §501(c)(3), confirming the foundation’s tax-exempt status. (T-0).

3.4. DAF Historical Holding. Commanders send requests to establish a DAF historical holding to the MAJCOM/HO for approval in coordination with the NMUSAF and AF/HO. DRUs and

FOAs submit requests through NMUSAF to AF/HO for approval. Requests include:

3.4.1. The historical holding's organization and installation at proposed located; (T-1).

3.4.2. The historical holding’s mission statement; (T-1).

3.4.3. The historical holding’s scope of collection statement; (T-1).

3.4.4. A comprehensive strategic plan for the management of the historical holding (see

Paragraph 3.6); (T-1).

3.4.5. The proposed location(s) of the exhibit(s). The historical holdings should be on installation property; (T-1).

3.4.6. A letter from the commander appointing the historical property custodian. Include the historical property custodian’s name, grade, position title, mailing address, Defense Switched

Network telephone number, commercial telephone number, and e-mail address; (T-1) and

3.4.7. Provide copies of the articles of incorporation, by-laws, current financial statement, and memoranda of understanding for any Local Supporting Foundation established to support the heritage activity. Also provide the Internal Revenue Service determination under the provisions of Internal Revenue Service Code, 26 USC §501(c)(3), confirming the foundation’s tax-exempt status. (T-1).

3.5. Airpark. Commanders send requests to establish an airpark to the MAJCOM/HO and

NMUSAF to AF/HO for approval. DRUs and FOAs submit requests through NMUSAF to

AF/HO. Requests include:

3.5.1. The location for the proposed airpark; (T-1).

3.5.2. The airpark’s mission statement; (T-1).

3.5.3. The airpark’s scope of collection statement; (T-1).

3.5.4. A comprehensive strategic plan for the management of the airpark (see Paragraph 3.6);

(T-1).

3.5.5. A letter from the commander appointing the historical property custodian. Include the historical property custodian's name, grade, position title, mailing address, Defense Switch

Network telephone number, commercial telephone number, and e-mail address; (T-1).

3.5.6. The proposed location of the airpark, which should be on installation property. Provide specific, detailed plans including methods of display for each aerospace vehicle (see

Paragraph 7.5); (T-1) and

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3.5.7. Provide copies of the articles of incorporation, by-laws, current financial statement, and memoranda of understanding for any Local Supporting Foundation established to support the heritage activity. Also provide the Internal Revenue Service determination under the provisions of Internal Revenue Service Code, 26 USC §501(c)(3), confirming the foundation’s tax-exempt status. (T-0).

3.6. Strategic Planning. All DAF heritage activities will develop and maintain certain fundamental documentation for the effective management of their organization. (T-1). These should be routinely reviewed and updated as necessary and are submitted biennially for review and coordination by the supporting commander and MAJCOM/HO. The complexity of these documents is dependent on the size and scope of the DAF Heritage Program activity.

3.6.1. Mission and Collection Policy Statements. The DAF Heritage Program and

MAJCOM/HOs rely on mission statements to ensure artifacts and other resources go to the proper activity, and that the DAF Heritage Program represents the full heritage of the DAF.

3.6.1.1. The heritage director or curator will ensure the heritage activity has an approved mission statement. (T-1). A mission statement concisely states, in writing, the purpose of the heritage activity and the aspect of DAF history that the activity addresses. The missions of all DAF heritage activities collectively express the DAF's heritage and preserve its material culture. The MAJCOM/HO approves mission statements or may modify them by assigning a secondary mission and ensures mission statements avoid unnecessary duplication, wisely using DAF resources.

3.6.1.2. The heritage director or curator will ensure the heritage activity has a collection policy. (T-1). The collection policy is based on the mission statement. It outlines the historical property required to support the mission statement and what is accepted by the heritage activity.

3.6.1.3. The collection policy defines what the heritage activity will collect and how each item is related to the mission statement. (T-1).

3.6.1.4. This policy can be general (by class) or narrow (by specific type or model), depending on the space and resources available. It is also recommended that the policy be defined by the classification categories used in the NMUSAF Data Dictionary.

3.6.2. Planning is a deliberate, institutionalized process that links scope, mission, and priorities to budgetary and operational decisions. Its purpose is to enable an organization to be flexible enough to adapt to the ever-changing environment, both internally and externally.

Planning looks at how a heritage activity can best advance itself by tying specific goals to its core competencies and implementing doctrine. Effective planning can pull together a diverse organization, communicate clear objectives and organizational values, and achieve the creative integration of all resources.

3.6.2.1. Concept and development. Heritage activities will develop plans and determine measurement and monitoring throughout the plan’s period of implementation and coordinate with their supporting commander. (T-1).

3.6.2.2. Strategic plans should take into consideration higher level guidance and include the following elements:

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3.6.2.2.1. A mission statement that captures the particular purpose and focus of the heritage activity.

3.6.2.2.2. Specific priorities that encompass broad areas of concern in order of importance.

3.6.2.2.3. Goals that capture more specifically the intent and organizational change that represent how the mission is realized.

3.6.2.2.4. Objectives and/or initiatives that detail specific action(s) for accomplishing the goals. These are specific targets and activities developed on a schedule and are performance–based.

3.6.3. The heritage director or curator will ensure the heritage activity’s plan has six elements in their plan, each of which contributes to the overall strategic plan: Exhibits, Collections, Facilities Utilization, Programs and Outreach, Financial, and Manpower. (T-1).

3.6.3.1. The exhibits element explains current and future presentation of artifacts, with the following components:

3.6.3.1.1. A storyline that has a clear, concise statement of what topic(s) the heritage activity presents.

3.6.3.1.2. An exhibit concept that details how the story is presented to the activity’s audience.

3.6.3.1.3. A multi-year exhibit schedule that provides a calendar of design, development, installation, and maintenance.

3.6.3.1.4. A list of historical property, photographs, documents, and museum support articles needed based on the exhibit concept and schedule. Take into consideration the amount of space (linear, vertical and cubic) each exhibit or display requires.

3.6.3.2. The collection element provides a framework that heritage activities can use to determine, evaluate, and meet mission needs. In its most basic form it is a carefully considered list of historical property needed or desired to support the presentation of mission-specific stories. It should include the following components:

3.6.3.2.1. The heritage activity’s audience(s) and how their needs are served by the collections.

3.6.3.2.2. A “needs assessment” based on a review of the strengths and weaknesses of the existing collections and their relation to the exhibit plan. This should discuss the significance of all historical property in the heritage activity’s custody and how it applies to the exhibit plan.

3.6.3.2.3. Manpower and budget resources available and projected to support existing and desired collections.

3.6.3.2.4. Collection priorities based on both realistic and desired needs. Collection priorities should take into consideration both the acquisition of desired historical property and the disposition of historical property that is excess to need.

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3.6.3.3. The heritage director or curator will determine their facility utilizations needs to perform their mission. (T-1). Consult installation civil engineering for applicable guidance on detailed definitions, information, and specifications concerning environmental, safety, and security. The heritage director or curator should take into consideration the following facilities planning factors:

3.6.3.3.1. Space assessment:

3.6.3.3.1.1. Number of occupants. This includes office and administrative space for the heritage activity personnel, volunteers, and contractor personnel.

3.6.3.3.1.2. Work spaces, including but not limited to artifact receiving, processing, conservation and storage, reference materials and library, exhibit preparation, and fabrication.

3.6.3.3.1.3. Public access spaces, including but not limited to exhibit, display, and assembly (e.g., special events, education). This factor should also reflect the number of expected visitors.

3.6.3.3.2. Facility condition(s), including structure and building core systems

(structure size and loading, plumbing, heating, ventilation, and cooling, fire protection, electrical, lighting, telecommunications, security systems).

3.6.3.3.3. Site access condition(s) including landscape, walkways, parking and general outdoor lighting, and security criteria.

3.6.3.3.4. Priorities for sustainment, repair, and modernization. Facility improvements and repair requirements become part of the installation’s financial plan.

3.6.3.3.5. Long-range capital improvements to include new facilities, major repairs, environmental, security, and resource protection improvements. Unfunded capital improvements are often considered by Local Supporting Foundations when they formulate strategic fundraising plans.

3.6.3.4. Heritage activities should have programs and outreach that identify special events or activities that may expand on a particular exhibit, artifact, historical person or event.

Consideration is given to the resources necessary to support such events including but not limited to:

3.6.3.4.1. Educational activities for military or civilian audiences, such as lectures, tours, demonstrations, or multimedia activities.

3.6.3.4.2. Events which may include but are not limited to military ceremonies and other related, official quality of life activities.

3.6.3.4.3. Printed publications for distribution.

3.6.3.4.4. Electronic and online outreach that contact larger community and stakeholders.

3.6.3.5. Financial.

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3.6.3.5.1. Based on the requirements identified in the exhibit, collection, facilities utilization, and programs and outreach elements, heritage activities submit a budget to supporting commander that outlines funding required for facility repair, improvement, modernization, exhibit construction, the Americans with Disabilities Act modifications, etc.

3.6.3.5.2. Determine which items can be accomplished by installation civil engineering and which should be reported as unfunded requirements to the activity’s

Local Supporting Foundation.

3.6.3.5.3. Include Operations and Maintenance recurring and non-recurring requirements in the organization’s financial plan, including supplies, equipment, and services of a recurring and non-recurring nature.

3.6.3.5.4. The Heritage Activity Director can be appointed by the installation commander, per DoD 5500.07-R, Joint Ethics Regulation (JER), Section 3-201(a), as a DoD liaison and non-voting advisor to the Local Supporting Foundation’s Board of

Directors, due to a significant and continuing interest in the activities of the Foundation.

The Activity Director may apprise the Foundation with the number of guests who have visited the museum and similar statistics, explain immediate, short-term, and long-term unfunded requirements; and may, per Paragraph 4.7.7 and Chapter 11, allow the

Foundation to operate the Activity’s volunteer program.

3.6.3.6. Staffing should meet mission requirements. The staffing element should contain:

3.6.3.6.1. An evaluation of the heritage activity’s current manpower, both paid and unpaid.

3.6.3.6.2. An assessment of future manpower needs based on the other elements detailed in the strategic plan.

3.6.3.6.3. Projections for the education, training, and development needs of all staff.

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Chapter 4

STAFFING DEPARTMENT OF THE AIR FORCE HERITAGE PROGRAM

ACTIVITIES

4.1. Professional Qualities. Commanders will staff all DAF Heritage Program activities at a level that provides artifact accountability, security, and preservation. (T-0). This ensures a high level of professionalism and quality of operation. All personnel with heritage program duties should adhere to the code of ethics in this instruction (see Paragraph 4.8).

4.2. National Museum of the United States Air Force. The NMUSAF is under the operational control of AFMC/CC who provides civilian positions as per NMUSAF’s current published manpower standard. These positions include but are not limited to:

4.2.1. NMUSAF Director, a Senior Executive Service position.

4.2.2. NMUSAF Senior Curator could also serve as Deputy Director. This position is a civilian employee occupying a professional museum position in the General Schedule-1015 series.

4.2.3. Civilian specialists and technicians employed full-time on curatorial related matters in the General Schedule-1015 or General Schedule-1016 series.

4.2.4. Civilian non-curatorial…