DoD Financial Management Certification Program · PDF file05.05.2014 · Office of the Under Secretary of Defense (Comptroller) 5 November 2014 DoD Financial Management Certification

Office of the Under Secretary of Defense (Comptroller) 5 November 2014

DoD Financial Management Certification Program

Agenda

• FM Certification • Background • Purpose • FM Certification Requirements

• FM Certification Requirements for DAWIA • Implementation Status Update • Three Key Websites • Getting Started – The Three-step Process • Using the Academic Matrices • FM Certification Resources • Frequently Asked Questions

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• To achieve auditable financial statements and provide strong financial management (FM), the Department needs a well-trained financial workforce

• While we have some good training programs, the Department did not have a framework to guide FM workforce training and emphasize key types of training such as audit readiness and decision support

• In early 2011, senior DoD FM leadership initiated efforts to develop a DoD FM Certification Program

• The National Defense Authorization Act for Fiscal Year 2012 (Public Law 112-81) provided the Secretary of Defense with the Authority to Prescribe Professional Certification and Credentialing Standards

• Nov 2013 - DoDI 1300.26 Operations of the DoD FM Certification Program published

Background


• Establish a framework to guide DoD FM professional development

• Intent is to make a good FM workforce even better! – Establish a mechanism to encourage key training in:

o Audit Readiness o Decision Support/Analysis

– Encourage career broadening and leadership – Transition to a more analytic orientation – Ensure financial management workforce has knowledge, skills, and abilities

necessary to achieve auditable financial statements • Develop a course-based rather than test-based certification

– Based on FM and Leadership competencies

Purpose


FM Certification Requirements • DoD FM Certification Requirements

– Training in FM & Leadership Competencies (course-based)

– Other Required Courses – FM Experience / DoD FM Experience – Developmental Assignment (Level 3) – Continuing Education and Training (CET)

• System of Record is the DoD FM Learning

Management System

Find these tools @ FM Online


FM Certification Equation: Level 2

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FM Certification Requirements Defense Acquisition Workforce Improvement Act (DAWIA)

• DoD FM Certification Requirements for DAWIA-coded Positions (BUS- FM, BUS-CE, Audit) – Members sitting in dual-coded positions are required to attain both certifications – Completing both certifications may require a time waiver for meeting FM

Certification requirements – Continuous Learning Points are accepted as CETs

FM/DAWIA Certification Levels Match

& currently in a dual-coded position Complete DAWIA certification first – Much of this training can be applied to FM Certification

course requirements; may use reduced curricula – Completed DAWIA requirements are automatically

documented in DoD FM LMS

FM/DAWIA Certification Levels Do Not Match Complete DAWIA certification first – New DAWIA-specific Learning History Worksheets

available on FM Online

Prior DAWIA Certification Holders – New DAWIA-specific Learning History Worksheets

available on FM Online

DAWIA Certification Holders

Implementation Update

~46,000 out of planned ~47,100

As of 30 Sep 2014

50000 45000 40000 35000 30000 25000 20000 15000 10000

5000

0 Jun Jul Aug Sept Oct Nov Dec Jan '14 Feb Mar Apr May Jun July Aug Sep

Other

DFAS

DCAA

DoN

Army

Air Force

Total


Implementation Status by Component

728 FM members completed certification

As of 30 Sep 2014

0

2000

4000

6000

8000

12000

Air Force Army DoN Plan Cumulative

DCAA Actual


DFAS Other

99% 97%

100%

100%

80%

102%

Three Key Websites I

n f

o r

m a

t i

o n

FM myLearn E-catalog of all FM-related DoD education & training mapped to FM Certification requirements - Registration information - Course descriptions - Eligibility requirements

Proc

ess

FM Online One stop shop for DoD FM-related News - Announcements (new courses, policy, awards) - Senior Leader Messaging - Links to FM myLearn

FM LMS System of record for the DoD FM Certification Program

- Complete the three-step process - Document achievements - Submit certification for supervisor approval


Getting Started: The Three-step Process

Watch Training Videos

Complete Practical Exercise

Collect Documentation

Fill out Learning History Worksheet

Review Learning History Worksheet w/ Supervisor

Develop a Plan for Success!

1

Work w/ supervisor to assign Primary and/or Alternate Track

Use your Learning History Worksheet to record information for ONE certification requirement

Record learning for ALL courses needed to satisfy the requirement

Record Learning of Achievement

2 Record Documentation

Record learning for the appropriate achievement documentation

Remember: Combine all documents for each achievement into one PDF file, less than 2MB

3 Record Learning for the appropriate

achievement and request supervisor approval Repeat this 3-step process for each achievement

documented in the FM LMS until all certification requirements are met

Request Achievement Approval

Level 1: DoD FM 101 Course

Levels 2&3: Audit Readiness, Ethics & Fiscal Law

These courses are available w/in the FM LMS and via FM myLearn*. Approved substitution courses are available on FM myLearn*.

* If completing a course via FM myLearn, you must follow the 3- step process to document course completion inside FM LMS.

Complete Other Required Courses

1. Check that the three-step process is complete for each certification requirement

2. Record learning for your Certification Level and request CCA Approval.

Request Certification Approval

FM Online: https://fmonline.ousdc.osd.mil

Get Prepared Get Certified Using the DoD FM Learning Management System

Using the Academic Matrices

Complete

Collect academic transcripts

Identify Collect Match Convert

Identify the appropriate FM Certification level to which your academic course may apply

Use the title of your academic course to match it the correct competency using the matrix

Use the Course Hour Conversion Chart to determine the course hour value

Complete the three-step process for applicable courses

Many of you have completed academic courses in financial management (FM) or leadership-related subjects from accredited colleges and universities. Using the FM and Leadership Academic Matrices you may determine if these course hours apply to initial certification requirements. Work with your supervisor and follow the steps below to determine if your coursework applies.

Quarterly Newsletter Certification Update Lessons Learned Best Practices

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

Learning History Worksheets (LHW) Organize your prior training using these worksheets

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

FM myLearn E-catalog of FM courses aligned to FM and leadership competencies.

DAWIA/FM Certification LHWs Pre-populated w/ acquisition courses aligned to FM Certification alignments

Frequently Asked Questions Compilation of over 100 questions, organized by category

LMS Job Aids Provide step-by-step instructions for all FM LMS tasks.

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

FM Certification Resources available @FM Online or join us on LinkedIn

http://ow.ly/sZfDv

DoD FM Certification Handbook Requirements Datasheets Program background & overview Detailed requirement descriptions Checklist to get started

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Frequently Asked Questions Do I still need my CDFM after I get this certification?

Can I use the FM LMS to document training I'm taking to prepare me for my next job?

What counts as CPE?

What does it mean if I don't get my certification?

I sit in a Defense Acquisition Workforce Improvement Act (DAWIA)-coded position. Am I required to complete both certifications? Will my prior FM experience count toward meeting the experience requirement for my certification level? I’ve taken FM training that I do not see on FM myLearn. How do I submit a course to be included in the Program? Where can I find substitute courses for the “Other Required Courses” requirement? May I obtain a higher certification level than the level required by my current position?

View more questions at FM Online https://fmonline.ousdc.osd.mil/

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Do I still need my CDFM after I get this certification? The CDFM is one of the twenty test-based certifications that are DoD-recognized and eligible for reimbursement. Professional Certifications like the CDFM are not mandatory for earning the DoD FM Certification, although, at Certification Levels 2 and 3, they are strongly recommended for career broadening. For a full list of these DoD-recognized test-based certifications, visit FM Online.

Frequently Asked Questions


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What counts as CPE?




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Frequently Asked Questions Can I use the FM LMS to document training I'm taking to prepare me for my next job?

The FM LMS is a web-based system where you will track your progress toward obtaining and sustaining FM Certification. It is not built to handle storage for all of your professional development documentation. However, if you plan to progress into a position requiring a higher level of certification, you may take courses aligned to a higher certification levels to meet Continuing Education and Training hour requirements once you have already achieved the certification required for your position. Although these completed courses will not be documented the FM Learning Management System, you may keep their completion certificates in a personal file to upload in the LMS once you have a position requiring a higher level. When you are assigned to a position at the next level, you can record completed classes in the DoD FM LMS – be sure to keep your completion certificates.

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What counts as CPE?




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What counts as CPE?

There are several ways to earn CET credits once you have achieved certification. Remember, the purpose of the CET requirement is to ensure you are continuously sharpening your skills through education and training. 1) You can earn CETs is by completing any course listed in FM myLearn e-catalog. Each course

hour credit is equal to one CET hour.

2) You may also earn CETs through education and training you complete to sustain certification in any of the DoD-recognized FM test-based certification programs. These credits can be simultaneously credited to your CET and CPE requirements, on a unit-to-unit basis. In other words, if you are a CFDM or CGFM, etc. and you earn continuing education credit through these programs, those CPEs can also be counted for CETs on a unit-to-unit basis. This same policy goes towards those of you who are included in the DAWIA program. Your CLPs will count as CETs on a unit-for-unit basis.

3) Lastly, if you are taking academic courses, you may count financial management related

continuing education units (CEU) credits toward CETs based on the following equation: one CEU equals 10 CETs. CEUs are granted by accredited academic organizations, so refer to your academic institution for additional information.


Frequently Asked Questions

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What counts as CPE?




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Frequently Asked Questions What does it mean if I don't get my certification?

You have two years to complete the certification. This time constraint may be extended in one year increments by the Component Certification Authority (CCA), if there is sufficient justification for doing so. If you fail to obtain the FM Certification requirements for your position and the CCA approved time extension(s) have expired, the DoD organization has flexibility to administer adverse actions as deemed appropriate by the organization. For specific details on your organization’s policy, contact your FM Certification POC.

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What counts as CPE?




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Frequently Asked Questions I sit in a Defense Acquisition Workforce Improvement Act (DAWIA)-coded position. Am I required to complete both certifications?

Yes, if you are assigned to a position that is coded DoD FM Certification and DAWIA Business FM, Business Cost Estimating, or Auditing, you must complete both the DoD FM Certification and the Acquisition Certification requirements. However, much of your acquisition training can count toward FM Certification requirements and years of experience can be applied to both certifications. The FM and Acquisition communities developed a pathway to certification that gives credit for acquisition courses with FM and Leadership content requirements for DAWIA certified personnel in Business-Financial Management, Business-Cost Estimating, and Acquisition-Audit. The Certification Program DoDI contains information on the reduced requirements for acquisition- coded financial managers. Tip: Completing both certifications may require a time extension for meeting FM Certification requirements; Certification Component Administrators are encouraged to provide favorable consideration to personnel in this situation for extensions for the two-year time requirement to achieve FM certification.


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What counts as CPE?




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Frequently Asked Questions Will my prior FM military experience count toward meeting the experience requirement for my certification level?

Yes. Prior military experience in financial management counts toward your DoD FM experience requirement.

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What counts as CPE?




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Frequently Asked Questions I’ve taken FM training that I do not see on FM myLearn. How do I submit a course to be included in the Program?

The short answer is that you should contact your organization’s FM Certification POC. To earn credit for financial management training that isn’t already included in FM myLearn, follow the four steps outlined below to have your prior education and training considered for fulfillment. 1.Fill out the LMS Course Submission Template located on FM Online. 2. Send the template to your Course Manager, along with the course syllabus. 3. The Course Manager will review it and submit to a Governing Body for review. 4.If your submission is approved, your course will be aligned to competencies and proficiency levels. After the course is properly aligned, it will appear in the LMS for you to select.

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What counts as CPE?




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Frequently Asked Questions Where can I find substitute courses for the “Other Required Courses” requirement?

"Other Required Courses" are specific courses required at Certification Levels 1, 2, and 3. At Level 1 the Other Required Courses are the modules of the DoD FM 101. At Level 2 and 3, the Other Required Courses include Audit Readiness, Fiscal Law, and Ethics. These courses were developed to ensure every DoD FMer has a standardized understanding of these key areas. There may be other courses that provide Fiscal Law, Audit Readiness, or Ethics that satisfy mandatory course hour requirements. These courses may be used only if they have been recommended by your Component Functional Community Manager and approved by the OSD Functional Community Manager as approved substitutes. You may search for approved substitute course on FM myLearn, under the tab “Substitution” or within the DoD FM LMS course list for that achievement.

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What counts as CPE?




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Frequently Asked Questions May I obtain a higher certification level than the level required by my current position?

No, you cannot obtain certification at a higher level than your current position requires. As noted before, after you’ve completed initial certification requirements for your level, you may take courses at higher levels to satisfy Continuing Education and Training requirements. Then, when you have a position requiring a higher level, you can use those courses to meet those requirements.

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Other Questions

Makes a Good FM Workforce Better… Adding More Credibility to What We Do

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Documents

DoD Financial Management Certification Program · PDF file05.05.2014 · Office of the Under Secretary of Defense (Comptroller) 5 November 2014 DoD Financial Management Certification