2016 National PDI – Orlando Supervisor and Component ... · 2016 National PDI – Orlando...

Office of the Under Secretary of Defense (Comptroller)

2016 National PDI – OrlandoSupervisor and Component Certification Authority – DoD FM Certification Program

2016 National PDI – OrlandoSupervisor and Component Certification Authority – DoD FM Certification Program

2https://fmonline.ousdc.osd.mil/

Welcome and Purpose

Overview of Policy and Lessons Learned

Running and Using the Scorecard

Approval or Denial in the FM LMS

Q & A/Wrap-up

AgendaAgenda

Supervisors and CCAs are guardians of the integrity of Certification Program

Approvals must comply with DoDI 1300.26

Reviews have revealed weaknesses in key areas

Training provided to ensure congruence in approvals

Understanding program policy is paramount


PurposePurpose

Competency Requirements• Lack of attention-to-detail when reviewing the scorecard

Importance of Accurate Documentation• Wrong certificate uploaded• Attachment to course vs. documentation area• Personally Identifiable Information (PII)

Review of Academic Courses• Recording an Academic Course in the FM LMS• Transcript v. Academic Matrix Titles• Changing Course Hours


Examples and Lessons LearnedExamples and Lessons Learned

Sample CertificatesSample Certificates


Good Certificate from FM myLearn Generic Certificate from FM LMS



Accounting Analysis

Accounting Analysis Parameters Academic CoursesCourse Level Sample Course Titles

PL 1(FM Certification Level 1)

Identify the Validity and Accuracy of Accounting Data and Reports Lower Division ‐

Undergraduate (1XXX – 2XXX level) • Accounting Analysis ,

Planning and Control

• Accounting for Managerial Decisions

• Advanced Accounting Theory

• Cost Accounting

• Financial Accounting and Managerial Decision Making

• Intermediate Accounting

• Management Reporting and Fund Accounting

• Managerial Accounting Elementary Statistics

• Managerial Accounting and Control

Apply General Analytical and Evaluative Techniques


Analyze Accounting Information using Business Tools and Applications

Upper Division ‐Undergraduate (3XXX level)

Provide Recommendations on Accounting IssuesAssess/Test Internal Control and Performance Metrics

Perform Statistical Analysis


Assess Accounting Analysis and Make Decisions Senior Upper ‐ Division

Undergraduate and Graduate

(4XXX and higher level)

Formulate Strategies to Support Regulatory or Statutory Compliance

Communicate Strategies to Stakeholders

FM Academic Alignment Matrix 7


Financial Management Systems

Financial Management Systems Parameters

Academic CoursesCourse Level Sample Course Titles


Recognize the Appropriate List of FM System(s) for the Applicable Function

Lower Division ‐Undergraduate

(1XXX – 2XXX level)

• Accounting Information Systems

• Accounting Systems

• Budget Formulation and PPBE Systems

• Enterprise Resource Planning Systems

• Funds Balance with Treasury Systems

• Funds Management and Budgetary Resource Management Systems

• Managerial Cost Accounting Systems

• Payroll (Military and Civilian) Systems

• Travel Systems

Describe the Basic Functions and Use of a FM System(s)

Navigate Required FM System(s)

Input and/or Extract Data from a FM System(s)


Develop & Run Ad Hoc Reports


Identify Systems Issues and Recommend Solutions

Describe the System Change Request Process

Describe FM System(s) Requirements

Perform or Schedule FM System(s) Maintenance


Identify Emerging Trends for Use with Automated FM System(s) Senior Upper ‐ division



Assess Systems Architecture and Implementation to Develop Strategies to Enhance Organizational Mission Effectiveness

Evaluate FM System(s) Strategies and Solutions


Operation & System Management

Management Planning and Control Systems

Managerial Cost Accounting Systems

Payroll (Military and Civilian) Systems

Management Information Systems

Information Systems Theory and Practice

Personal Computer Applications

Information and Technology Management


Accounting Analysis

Accounting Analysis Parameters Academic CoursesCourse Level Sample Course Titles


Identify the Validity and Accuracy of Accounting Data and Reports Lower Division ‐

Undergraduate (1XXX – 2XXX level) • Accounting Analysis ,

Planning and Control

• Accounting for Managerial Decisions

• Advanced Accounting Theory

• Cost Accounting

• Financial Accounting and Managerial Decision Making

• Intermediate Accounting

• Management Reporting and Fund Accounting

• Managerial Accounting Elementary Statistics

• Managerial Accounting and Control

Apply General Analytical and Evaluative Techniques


Analyze Accounting Information using Business Tools and Applications


Provide Recommendations on Accounting IssuesAssess/Test Internal Control and Performance Metrics

Perform Statistical Analysis


Assess Accounting Analysis and Make Decisions Senior Upper ‐ Division



Formulate Strategies to Support Regulatory or Statutory Compliance

Communicate Strategies to Stakeholders


Financial Reporting and Managerial Control

Intermediate Accounting

Managerial Accounting Fundamental Statistics

Management Decision Making

Cost Analysis

Accounting and Finance for Managers

Advanced Accounting Theory

Cost Control


Budget Concepts, Policies & Principles


Budget Concepts, Policies and Principles Parameters

Academic CoursesCourse Level Sample Course Titles


Explain PPBE Processes and Roles Lower Division ‐Undergraduate

(1XXX – 2XXX level)

• Public Budgeting

Describe & Apply Budget Concepts, Policies & PrinciplesPerform Basic Research & Apply FMR and StatutesMonitor Performance Indicators


Develop a Balance Between Programs and Resources IAW Leadership Priorities


Apply Performance Metrics to Measure Program Effectiveness

Test & Validate Internal Controls

Develop Budget SOP or Policies & Procedures Document


Interpret the Impacts of Budget Concepts, Policies & Principles

Senior Upper ‐ Division Undergraduate and Graduate


Analyze FMR and Statutes and Impacts to Identify Alternative Solutions

Formulate & Evaluate Budget PolicyRecommend Solutions & Implement Decisions on Budget Concepts, Policies & Principles

Advanced Accounting

Public Budgeting

Academic Course SearchAcademic Course Search


Time ExtensionsTime Extensions


User completes Time Extension form, signs and supervisor signs

Time Extension FormUser records Time Extension Documentation in the FM LMS

Time Extension Documentation

User records Time Extension Request in FM LMS

Time Extension Request

CCA reviews Time Extension request and approves or denies

CCA Approves Time Extension

User generates Time Extension Approval Memorandom from FM LMS


Academic Course Search Running and Using the Scorecard Report Running the Changing Hours Report Approval or Denial in the FM LMS

FM Certification Level 1• DoD FM 101 Waivers• Only Primary Track

FM Certification Level 2• “OR” Statement joining two Competencies• Both Primary and Alternate Tracks

FM Certification Level 3• “AND” Statement joining two Competencies• Developmental Assignment• Only Alternate Track


Certification Level DifferencesCertification Level Differences



Accounting used for Primary and Alternate Tracks

Attachments on courses



Multiple attachments

Not in Academic Matrix and not 3xxx level course

No comment for course being usedAttachments

on courses

Academic course hours changed


Personal InformationPersonal Information

FM LMS Documentation Personal InformationCertificates of Completion • SSN (to include last 4) • Email address, mailing/home address

Academic Transcript • SSN (to include last 4), id numbers• Place & DOB

• Personal email address, mailing/home address

ORB, ERB, DD‐214

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

• Home, cell phone numbers• Religious preference• Security clearance• Spouse and family information• Financial information• Disability information

SF‐50s, resume

• SSN (to include last 4), id numbers• Citizenship, legal status• Place & DOB• Home, cell phone numbers

• Personal email address, mailing/home address• Financial information• Disability information

Common personal information that cannot be stored in the FM LMS

Guardians of the integrity of the Certification Program

Attention-to-detail and thorough understanding of policy will ensure compliance and mitigate mistakes

Understand and leverage scorecard report to streamline approval process

Refer to Supervisor and CCA resources on FM Online


Supervisor/CCA Training SummarySupervisor/CCA Training Summary

DoDI 1300.26Governs the DoD FMCertification Program

DoD FM Certification HandbookProgram background &overviewDetailed requirement descriptionsChecklist to get started

Requirements DatasheetsOutline requirements for each level

Practical Exercise − Follow “Kelly,” a GS-14

through each step of certification

FM myLearnE-catalog of FMcourses aligned to FM and leadership competencies.

Competencies & Proficiency LevelsDefines each of the 17 FM competencies and provides examples at each Proficiency Level.

Learning History WorksheetsOrganize your prior training using these worksheets

LMS Job AidsProvide step-by-step instructions for all FM LMS tasks.

LMS User Quick Start GuideOutlines the Three-step Process for achieving certification using the FM LMS

Frequently Asked QuestionsCompilation of over 100 questions, organized by category

Supervisor/CCA Resourcesavailable @FM Online or join us on LinkedIn

Supervisor/CCA Resourcesavailable @FM Online or join us on LinkedIn

21

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2016 National PDI – Orlando Supervisor and Component ... · 2016 National PDI – Orlando...

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