2015 National PDI New Orleans User Training A DoD FM Certification Program. Office of the Under Secretary of Defense (Comptroller)

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1 2015 National PDI New Orleans User Training A DoD FM Certification Program Office of the Under Secretary of Defense (Comptroller)

2 Agenda Welcome and Purpose DoD FM Certification Program Overview FM Certification Level Equations DoD FM 101 Modules Proficiency Level Crosswalk Q & A/Wrap-up 2

3 FM Certification Program Overview Senior DoD FM leadership initiated efforts to develop a DoD FM Certification Program in early 2011 National Defense Authorization Act for Fiscal Year 2012 (Public Law ) Establish a framework to guide DoD FM professional development 3 Websites (FM Online, FM mylearn, FM LMS) 3-Step Process (Next Session) 3

Act for Fiscal Year 2012 (Public Law 112-81) Establish a framework to guide DoD FM

FM Certification Equation Course Hours Level 1 FM Financial Management Systems* 6 Decision Support* 4 Leadership Fundamentals and Operations of [X] [Accounting, Budget, Finance, or Military and

4 FM Certification Equation Course Hours Level 1 FM Financial Management Systems* 6 Decision Support* 4 Leadership Fundamentals and Operations of [X] [Accounting, Budget, Finance, or Military and Civilian Pay]* Lead Self Level 6 DoD FM 101 Course** 24 6 Total Course Hours 46 * Proficiency Level 1 ** Six of the twelve modules may be waived with the exception of Audit Readiness At Least 2 Yrs DoD FM Experience FM Certification Level 1 40 CETs every two years 4

DoD FM 101 Course** 24 6 Total Course Hours 46 * Proficiency Level 1 ** Six of the twelve modules may be waived

5 DoD FM 101 Modules Course: DoD FM 101 for Level 1 Modules* Course Hours Introduction to DoD 1 Accounting 2 Finance 2 Budget 3 Audit Readiness 3 Fiscal Law 2 Ethics 1 PPBE 2 Auditing 2 Analysis/Decision Support 2 Acquisition/Contracting 2 Cost Analysis 2 *Six of the twelve modules may be waived with the exception of Audit Readiness 5

2 Ethics 1 PPBE 2 Auditing 2 Analysis/Decision Support 2 Acquisition/Contracting 2

6 FM Certification Equation Course Hours Financial Management Systems* 8 Decision Support* 8 Level 2 FM Leadership Accounting Analysis OR Financial Mgt Analysis* Budget Formulation, Justification and Presentation OR Budget Execution* Concepts, Policies and Principles of [X]* [Accounting, Audit, Budget, Finance, Commercial Pay, or Payroll] Fundamentals and Operations of [Y] [Accounting, Budget, Finance, or Military and Civilian Pay]** Lead Teams/Projects Level 10 Audit Readiness Fiscal Law Course Ethics Courses 9 Total Course Hours 71 6 At Least 4 Yrs FM Experience Required (2 years Must be DoD FM Experience) * Proficiency Level 3 ** Proficiency Level 1 60 CETs every two years FM Certification Level 2 [Recommended] At Least One 3-month Developmental Assignment [Recommended] Work towards Bachelor s Degree [Recommended] Completion of one of the DoD-approved Test-Based Certifications 6

Finance, or Military and Civilian Pay]** 10 10 10 Lead Teams/Projects Level 10 Audit Readiness Fiscal Law Course Ethics Courses 9 Total Course Hours 71 6 At Least 4 Yrs FM Experience Required (2

7 FM Certification Equation Course Hours Financial Management Systems * 4 Decision Support * 10 Level 3 FM Accounting Analysis AND Financial Mgt Analysis * Budget Formulation, Justification and Presentation AND Budget Execution * Advanced Financial Management * 12 Leadership Concepts Policies and Principles of [Y] [Accounting, Audit, Budget, Finance, Commercial Pay, or Payroll] ** 10 Lead People Level 12 Audit Readiness Fiscal Law Course Ethics Courses *** 9 At Least 8 Yrs FM Experience Required (2 years Must be DoD FM Experience) * Proficiency Level 5 ** Proficiency Level 3 *** Higher Proficiency Level Course 80 CETs every two years Total Course Hours 81 At Least One 3-month Developmental Assignment FM Certification Level 3 [Strongly Recommended] Work towards Master s Degree [Strongly Recommended] Completion of one of the DoD-approved Test-Based Certifications 7

Lead People Level 12 Audit Readiness Fiscal Law Course Ethics Courses *** 9 At Least 8 Yrs FM Experience Required (2 years Must be DoD FM Experience) * Proficiency Level 5 ** Proficiency Level 3 ***

8 FM Certification Levels FM Competency Proficiency Levels (PL) FM Certification Levels Leadership PL 1 Level 1 Lead Self PL 2** PL 3 Level 2* Lead Teams/Projects PL 4** Lead People PL 5 Level 3* Lead Orgs/Programs Lead the Institution * Alternate Track is at a lower Proficiency Level. ** PL 2 and PL 4 are not used for the FM Certification Program. 8

People PL 5 Level 3* Lead Orgs/Programs Lead the Institution * Alternate Track is at a

9 Personal Information Common personal information that cannot be stored in the FM LMS FM LMS Documentation Personal Information Certificates of Completion SSN (to include last 4) address, mailing/home address Academic Transcript SSN (to include last 4), id numbers ORB, ERB, DD-214 SF-50s, resume Place & DOB SSN (to include last 4), id numbers Citizenship, legal status Gender, race/ethnicity Place & DOB Personal address, mailing/home address SSN (to include last 4), id numbers Citizenship, legal status Place & DOB Home, cell phone numbers Personal address, mailing/home address Home, cell phone numbers Religious preference Security clearance Spouse and family information Financial information Disability information Personal address, mailing/home address Financial information Disability information 9

race/ethnicity Place & DOB Personal email address, mailing/home address SSN (to include last 4), id numbers Citizenship, legal status Place & DOB Home, cell phone numbers Personal email address,

10 FM Online/FM mylearn ---Live Demo--- 10

11 Quarterly Newsletter Certification Update Lessons Learned Best Practices FM Certification Resources Online or join us on LinkedIn DoD FM Certification Handbook Program background & overview Detailed requirement descriptions Checklist to get started Requirements Datasheets Outline requirements for each level Practical Exercise Follow Kelly, a GS-14 through each step of certification Overview and Training Videos Video series introducing key elements of program & Proficiency Levels Defines each of the 17 FM competencies and provides examples at each Proficiency Level. Learning History Worksheets Organize your prior training using these worksheets FM mylearn E-catalog of FM courses aligned to FM and leadership competencies. LMS User Quick Start Guide Outlines the Three-step Process for achieving certification using the FM LMS Frequently Asked Questions Compilation of over 100 questions, organized by category LMS Job Aids Provide step-by-step instructions for all FM LMS tasks. 11

ly/szfdv Practical Exercise Follow Kelly, a GS-14 through each step of certification Overview and Training Videos Video series introducing key elements of program & Proficiency Levels Defines each of

Aberdeen Proving Grounds FM User Training Part 1. DoD FM Certification Program Office of the Under Secretary of Defense (Comptroller)

Aberdeen Proving Grounds FM User Training Part 1 DoD FM Certification Program Office of the Under Secretary of Defense (Comptroller) Training Outline 5 Ws and How of DoD FM Certification Program Why Purpose