Post on 25-Apr-2018
Office of the Under Secretary of Defense (Comptroller)
2015 National PDI – New Orleans
Supervisor 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
Agenda
Supervisors and CCAs are guardians of the integrity of
Certification Program
Approvals must comply with DoDI 1300.26
Pilot audits have revealed weaknesses in key areas
Training provided to ensure congruence in approvals
Understanding program policy is paramount
3https://fmonline.ousdc.osd.mil/
Purpose
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
4https://fmonline.ousdc.osd.mil/
Policy Overview and Lessons Learned
5https://fmonline.ousdc.osd.mil/
6https://fmonline.ousdc.osd.mil/
Accounting Analysis
Accounting Analysis ParametersAcademic Courses
Course 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
PL 3(FM Certification Level 2)
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
PL 5(FM Certification Level 3)
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 6
7https://fmonline.ousdc.osd.mil/
Accounting Analysis
Accounting Analysis ParametersAcademic Courses
Course 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
PL 3(FM Certification Level 2)
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
PL 5(FM Certification Level 3)
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 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
D
C
C
D
D
C
C
D
8https://fmonline.ousdc.osd.mil/
Decision Support
Decision Support ParametersAcademic Courses
Course Level Sample Course Titles
PL 1(FM Certification Level 1)
Identify & Compile Relevant Information to Assist Decision Making Lower Division -
Undergraduate (1XXX – 2XXX level)
• Advanced Analytical Methods in Management
• Analysis of Financial Decisions
• Data Analysis & Decision Making
• Data, Models and Decisions
• Decision Tools for Management
• Econometrics
• Information Systems for Decision Making
• Introduction to Statistics for Management
• Modeling & Decision Analysis
• Operations Research and Analytic Models
• Quantitative Analysis for Managers
Describe Basic Analytical Techniques
Describe Decision Making Processes
PL 3(FM Certification Level 2)
Apply Analytic Tools to the Decision Making Process
Upper Division -Undergraduate
(3XXX level)
Develop Analysis PlanDevelop the Criteria for Evaluating Alternatives
Develop & Analyze AlternativesEvaluate Alternatives to Determine Best Course of ActionTranslate Analytic Results to Various Stakeholders
PL 5(FM Certification Level 3)
Evaluate Alternatives for Complex Analysis to Determine Best Course of Action Senior Upper - Division
Undergraduate and Graduate
(4XXX and higher level)
Communicate Solutions to Stakeholders
Implement the Solutions
FM Academic Alignment Matrix 8
Information and Technology Management
Econometrics
Analytical Tools for Business
Managerial Quantitative Analysis
Modeling and Decision Analysis
Decision Tools for Management
D
C
C
C
C
C
9https://fmonline.ousdc.osd.mil/
Budget Concepts, Policies & Principles
FM Academic Alignment Matrix 9
Budget Concepts, Policies and Principles
ParametersAcademic Courses
Course Level Sample Course Titles
PL 1(FM Certification Level 1)
Explain PPBE Processes and Roles Lower Division -Undergraduate
(1XXX – 2XXX level)
• Public Budgeting
Describe & Apply Budget Concepts, Policies & Principles
Perform Basic Research & Apply FMR and Statutes
Monitor Performance Indicators
PL 3(FM Certification Level 2)
Develop a Balance Between Programs and Resources IAW Leadership Priorities
Upper Division -Undergraduate
(3XXX level)
Apply Performance Metrics to Measure Program Effectiveness
Test & Validate Internal Controls
Develop Budget SOP or Policies & Procedures Document
PL 5(FM Certification Level 3)
Interpret the Impacts of Budget Concepts, Policies & Principles
Senior Upper - Division Undergraduate and Graduate
(4XXX and higher level)
Analyze FMR and Statutes and Impacts to Identify Alternative Solutions
Formulate & Evaluate Budget Policy
Recommend Solutions & Implement Decisions on Budget Concepts, Policies & Principles
Advanced Accounting
Public Budgeting
D
C
10https://fmonline.ousdc.osd.mil/
Financial Management Analysis
Financial Management Analysis
ParametersAcademic Courses
Course Level Sample Course Titles
PL 1(FM Certification Level 1)
Identify the Validity Accuracy of FM Data and Reports
Lower Division -Undergraduate
(1XXX – 2XXX level) • Analysis of Financial Decisions
• Business Financial Planning
• Econometrics
• Economic Financial Forecasting
• Financial Analysis Forecasting and Valuation
• Forecasting Techniques
• Introduction to Statistics
• Quantitative Analysis
• Statistical Analysis for Management
• Introduction to Financial Management
Apply General Analytical and Evaluative Techniques
PL 3(FM Certification Level 2)
Analyze FM Information using Business Tools and Applications
Upper Division -Undergraduate
(3XXX level)
Provide Recommendations on FM Issues
Assess/Test Internal Controls and Performance Metrics
Perform Statistical Analysis
PL 5(FM Certification Level 3)
Assess FM Recommendations to Make Decisions
Senior Upper - Division Undergraduate and
Graduate (4XXX and higher level)
Communicate, Coordinate and/or Negotiate FM Solutions to Strategic Internal/External Stakeholders
Examine the Impacts of Financial Solutions on Other Stakeholder Communities
FM Academic Alignment Matrix 10
Financial Reporting and Managerial Control
Statistical Analysis
Quantitative Forecasting Techniques
Econometrics
D
C
C
C
11https://fmonline.ousdc.osd.mil/
Financial Management Systems
Financial Management Systems
ParametersAcademic Courses
Course Level Sample Course Titles
PL 1(FM Certification Level 1)
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)
PL 3(FM Certification Level 2)
Develop & Run Ad Hoc Reports
Upper Division -Undergraduate
(3XXX level)
Identify Systems Issues and Recommend Solutions
Describe the System Change Request Process
Describe FM System(s) Requirements
Perform or Schedule FM System(s) Maintenance
PL 5(FM Certification Level 3)
Identify Emerging Trends for Use with Automated FM System(s) Senior Upper - division
Undergraduate and Graduate
(4XXX and higher level)
Assess Systems Architecture and Implementation to Develop Strategies to Enhance Organizational Mission Effectiveness
Evaluate FM System(s) Strategies and Solutions
FM Academic Alignment Matrix 11
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
D
D
C
C
D
D
D
D
12https://fmonline.ousdc.osd.mil/
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
13https://fmonline.ousdc.osd.mil/
Certification Level Differences
14https://fmonline.ousdc.osd.mil/
15https://fmonline.ousdc.osd.mil/
Accounting
used for
Primary
and
Alternate
Tracks
Attachments
on courses
16https://fmonline.ousdc.osd.mil/
17https://fmonline.ousdc.osd.mil/
Multiple
attachments
Not in Academic Matrix
and not 3xxx level course
No comment
for course
being usedAttachments
on courses
Academic
course hours
changed
18https://fmonline.ousdc.osd.mil/
Personal Information
FM LMS Documentation Personal Information
Certificates 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
19https://fmonline.ousdc.osd.mil/
Supervisor/CCA Training Summary
DoDI 1300.26Governs the DoD FM
Certification Program
DoD FM Certification HandbookProgram background &
overview
Detailed requirement
descriptions
Checklist to get started
Requirements DatasheetsOutline requirements for each level
Practical Exercise − Follow “Kelly,” a GS-14
through each step of
certification
Overview and Training VideosVideo series introducing
key elements of program
Competencies & Proficiency Levels
Defines each of the 17 FM competencies and provides examples at each Proficiency Level.
Learning History WorksheetsOrganize 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 QuestionsCompilation of over
100 questions, organized
by category
LMS Job AidsProvide step-by-step
instructions for all FM LMS
tasks.
Supervisor/CCA Resourcesavailable @FM Online or join us on LinkedIn
20
http://ow.ly/sZfDv