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2016 National PDI – OrlandoSupervisor and Component CertificationAuthority – DoD FM Certification ProgramOffice of the Under Secretary of Defense (Comptroller)
Agenda Welcome and Purpose Overview of Policy and Lessons Learned Running and Using the Scorecard Approval or Denial in the FM LMS Q & A/Wrap-uphttps://fmonline.ousdc.osd.mil/2
Purpose Supervisors and CCAs are guardians of the integrity ofCertification 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 paramounthttps://fmonline.ousdc.osd.mil/3
Examples and Lessons Learned 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 Hourshttps://fmonline.ousdc.osd.mil/4
Sample CertificatesGood Certificate from FM myLearnhttps://fmonline.ousdc.osd.mil/Generic Certificate from FM LMS5
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FM Academic Alignment Matrix7Accounting AnalysisAccounting AnalysisPL 1(FM Certification Level 1)ParametersIdentify the Validity and Accuracy ofAccounting Data and ReportsApply General Analytical and EvaluativeTechniquesAcademic CoursesCourse LevelLower Division ‐Undergraduate(1XXX – 2XXX level) Advanced Accounting TheoryUpper Division ‐Undergraduate(3XXX level)Provide Recommendations on AccountingIssuesAssess/Test Internal Control andPerformance MetricsPL 5(FM Certification Level 3)Communicate Strategies to Stakeholdershttps://fmonline.ousdc.osd.mil/ Cost Accounting Financial Accounting andManagerial Decision Making Intermediate Accounting Management Reporting andFund AccountingPerform Statistical AnalysisAssess Accounting Analysis and MakeDecisionsFormulate Strategies to Support Regulatoryor Statutory Compliance Accounting Analysis ,Planning and Control Accounting for ManagerialDecisionsAnalyze Accounting Information usingBusiness Tools and ApplicationsPL 3(FM Certification Level 2)Sample Course Titles Managerial AccountingElementary StatisticsSenior Upper ‐ DivisionUndergraduate andGraduate(4XXX and higher level) Managerial Accounting andControl7
FM Academic Alignment Matrix8Financial Management SystemsFinancial ManagementSystemsAcademic CoursesParametersRecognize the Appropriate List of FM System(s)Operation& FunctionSystem Managementfor the ApplicablePL 1(FM Certification Level 1)Sample Course TitlesCourse Level Lower Division ‐Describe the Basic Functions and Use of a FMUndergraduateSystem(s)ManagementPlanning and ControlSystems(1XXX– 2XXX level) Navigate Required FM System(s) Payroll (Military and Civilian) Systems Management Information Systems Input and/or Extract Data from a FM System(s)PL 3(FM Certification Level 2)Describe the System Change Request ProcessDescribe FM System(s) RequirementsPerform or Schedule FM System(s) MaintenanceIdentify Emerging Trends for Use with Automated Enterprise ResourcePlanning SystemsUpper Division ‐Undergraduate(3XXX level)Information Systems Theory and Practice PersonalFM System(s) Computer Applications Senior Upper ‐ divisionPL 5(FM Certification Level 3)Undergraduate andAssess Systems Architecture and ImplementationGraduateto Develop Strategiesto ement(4XXX and higher level)Mission Effectivenesshttps://fmonline.ousdc.osd.mil/ Evaluate FM System(s) Strategies and Solutions Accounting Systems Budget Formulation andPPBE SystemsManagerial Cost Accounting SystemsDevelop & Run Ad Hoc ReportsIdentify Systems Issues and RecommendSolutions Accounting InformationSystems Funds Balance withTreasury Systems Funds Management andBudgetary ResourceManagement Systems Managerial CostAccounting Systems Payroll (Military andCivilian) Systems Travel Systems8
FM Academic Alignment Matrix9Accounting AnalysisAccounting AnalysisPL 1(FM Certification Level 1)Academic CoursesParametersCourse LevelIdentify the Validity and Accuracy ofLower Division ‐Accounting Dataand Reports and ply General Analytical and Evaluative(1XXX – 2XXX level)TechniquesIntermediate Accounting Sample Course Titles Accounting Analysis ,Planning and Control Analyze AccountingAccountingInformation usingFundamental StatisticsManagerialBusiness Tools and ApplicationsPL 3(FM Certification Level 2)Management Decision Making Upper Division ‐Undergraduate(3XXX level)Provide Recommendations on AccountingIssues AnalysisCostAssess/Test Internal Control andPerformance Metrics Assess Accounting Analysis and MakeDecisionsAdvanced Accounting TheorySenior Upper ‐ DivisionFormulate Strategies to Support RegulatoryPL 5Undergraduate andorStatutoryCompliance(FM Certification Level 3)GraduateCost Control(4XXX and higher level)Communicate Strategies to Stakeholders https://fmonline.ousdc.osd.mil/ Advanced Accounting Theory Cost Accounting Financial Accounting andManagerial Decision Making Intermediate AccountingAccountingPerform Statistical andAnalysisFinance for Managers Accounting for ManagerialDecisions Management Reporting andFund Accounting Managerial AccountingElementary Statistics Managerial Accounting andControl9
FM Academic Alignment Matrix10Budget Concepts, Policies & PrinciplesBudget Concepts,Policies and PrinciplesAcademic CoursesParametersCourse LevelExplain PPBE Processes and RolesPL 1(FM Certification Level 1)Describe & Apply Budget Concepts, Policies& PrinciplesPerform Basic Research & Apply FMR andStatutesSample Course TitlesLower Division ‐Undergraduate(1XXX – 2XXX level)Monitor Performance Indicators Develop a Balance Between Programs andAdvancedAccountingResources IAW Leadership PrioritiesApply Performance Metrics to MeasurePL 3ProgramEffectivenessPublic Budgeting(FM Certification Level 2)Test & Validate Internal Controls Upper Division ‐Undergraduate(3XXX level) Public BudgetingDevelop Budget SOP or Policies &Procedures DocumentInterpret the Impacts of Budget Concepts,Policies & PrinciplesPL 5(FM Certification Level 3)Analyze FMR and Statutes and Impacts toSenior Upper ‐ DivisionIdentify Alternative SolutionsUndergraduate and Graduate(4XXX and higher level)Formulate & Evaluate Budget PolicyRecommend Solutions & ImplementDecisions on Budget Concepts, Policies &https://fmonline.ousdc.osd.mil/Principles10
Academic Course Searchhttps://fmonline.ousdc.osd.mil/11
Time ExtensionsUser ension ApprovalrequestRequestDocumentationform, signsandin FMandinLMSapprovesMemorandomsupervisorthe FM orLMSsignsdeniesfrom FM LMSTime Extension FormTime Extension DocumentationTime Extension RequestCCA Approves Time Extensionhttps://fmonline.ousdc.osd.mil/12
https://fmonline.ousdc.osd.mil/Academic Course SearchRunning and Using the Scorecard ReportRunning the Changing Hours ReportApproval or Denial in the FM LMS13
Certification Level Differences 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 Trackhttps://fmonline.ousdc.osd.mil/14
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Accountingused forPrimaryandAlternateTracksAttachmentson courseshttps://fmonline.ousdc.osd.mil/16
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MultipleattachmentsNot in Academic Matrixand not 3xxx level courseAcademiccourse entson coursesNo commentfor coursebeing used18
Personal Information Common personal information that cannot be stored in the FM LMSFM LMS DocumentationCertificates of CompletionAcademic TranscriptORB, ERB, DD‐214SF‐50s, resumePersonal Information SSN (to include last 4) SSN (to include last 4), id numbers Place & DOB SSN (to include last 4), id numbers Citizenship, legal status Gender, 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 numbershttps://fmonline.ousdc.osd.mil/ Email address, mailing/home address Personal email address, mailing/homeaddress Home, cell phone numbers Religious preference Security clearance Spouse and family information Financial information Disability information Personal email address, mailing/homeaddress Financial information Disability information19
Supervisor/CCA Training Summary Guardians of the integrity of the Certification Program Attention-to-detail and thorough understanding ofpolicy will ensure compliance and mitigate mistakes Understand and leverage scorecard report tostreamline approval process Refer to Supervisor and CCA resources on FM Onlinehttps://fmonline.ousdc.osd.mil/20
Supervisor/CCA Resourcesavailable @FM Online or join us on LinkedInhttp://ow.ly/sZfDvDoDI 1300.26Governs the DoD FMCertification ProgramPractical Exercise Follow “Kelly,” a GS-14through each step ofcertificationLearning History WorksheetsOrganize your priortraining using theseworksheetsDoD FM Certification HandbookProgram background &overviewDetailed requirementdescriptionsChecklist to get startedRequirements DatasheetsOutline requirementsfor each levelFM myLearnE-catalog of FMcourses aligned to FM andleadership competencies.Competencies & Proficiency LevelsDefines each of the 17FM competencies andprovides examples ateach Proficiency Level.LMS Job AidsLMS User Quick Start GuideOutlines the Three-stepProcess for achievingcertification using theFM LMSProvide step-by-stepinstructions for all FM LMStasks.Frequently Asked QuestionsCompilation of over100 questions, organizedby category21
Jun 08, 2016 · certification using the FM LMS Frequently Asked Questions Compilation of over 100 questions, organized by category Supervisor
