25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! 1.

25TH INFANTRY DIVISION

America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING!

DoD Financial Management (FM) Certification Program

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Agenda• Three types of certifications

– Corporate of Internal– Product Specific– Profession-Wide

• Background• Applicability• Purpose• Assigning Certification Levels: Spaces vs. Spaces• Department of Defense (DoD) Financial Management (FM) Learning

Management System (LMS)• Determining Whether Previous Course Work Meets Your Certification Training

Requirements • Taking Courses in the FM LMS• Recording Course Completions in FM LMS

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America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! 3

Listed in order of development level and portability, they are: corporate (internal), product-specific, and profession-wide.

Corporate, or "internal" certifications, are made by a corporation or low-stakes organization for internal purposes. For example, a corporation might require a one-day training course for all sales personnel, after which they receive a certificate. While this certificate has limited portability – to other corporations, for example – it is the most simple to develop.

Product-specific certifications are more involved, and are intended to be referenced to a product across all applications. This approach is very prevalent in the information technology (IT) industry, where personnel are certified on a version of software or hardware. This type of certification is portable across locations (for example, different corporations that use that software), but not across other products.

Profession-Wide certification. This is the most common type. Certification in the medical profession is often offered by particular specialties. In order to apply professional standards, increase the level of practice, and protect the public, a professional organization might establish a certification. This is intended to be portable to all places a certified professional might work. Of course, this generalization increases the cost of such a program; the process to establish a legally defensible assessment of an entire profession is very extensive.

Three General types of certification

https://en.wikipedia.org/wiki/Corporation

https://en.wikipedia.org/wiki/Information_technology

https://en.wikipedia.org/wiki/Software



Background

BLUF: In order to achieve auditable financial statements and provide strong financial management, we need a well-trained financial workforce.

• DoD lacked a framework to guide FM workforce training and emphasize key types of training such as audit readiness and decision support.

• In early 2011, the senior Financial Management (FM) leadership of DoD initiated efforts to develop a DoD FM Certification Program.

• The National Defense Authorization Act for Fiscal Year 2012 (Public Law 112-81) authorized the implementation of a DoD FM Certification program.

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

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Applicability• Applies to Civilians and Military in the FM Workforce.

• Does not apply to contractors, foreign nationals, or part-time.

• FM positions that perform, supervise or manage work of a fiscal, financial management, accounting, auditing, cost and/or budgetary related work.

• Applicable FM positions will be coded Level 1, 2 or 3. (Manning document, person, and position description (PD) coding must be the same for each person!

• No Grandfathering

• Two years from 1 July 2014 to achieve certification. Each Departments start date may differ.

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Purpose

• 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:

Audit Readiness

Decision Support

Encourage career broadening and leadership.

Transition to a more analytic orientation.

Ensure FM workforce possesses the knowledge, skills, and abilities required to achieve auditable financial statements.

•Develop a course-based rather than test-based certification.

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Assigning Certification Levels:Spaces vs. Faces



Assigning Certification Levels:Spaces vs. Faces

• Step 1: Spaces• Insert code for FM

Certification Level needed for this space

• Should be done already!

• Manning document, person, and position description (PD) coding must be the same for each person!

• Step 2: Faces• Code personnel records

to certification level matching the space they occupy

• Coding indicates required level of FM or FM+DAWIA certification

• Done during on-boarding

• Step 3: Spaces• Code PDs based on

certification levels assigned to the faces that occupy them

• Insert language to state FM Certification Level # is required for this PD

• Done by HR after on-boarding complete

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Level 1 FM Certification Requirements

USARPAC DOD FM Certification - 1111



Department of Defense (DoD) Financial Management (FM) Learning Management

System (LMS)



DoD FM Learning Management System (LMS)

• LMS = System of record for tracking certification requirements.• Users will upload all supporting documents for certification requirements.

• Roles and Responsibilities:Component Administrator (CA): Provides LMS subject matter expert support

and administrative support.

Component Certification Authority (CCA): Approves/denies request for certification.

Approver Level 2 (A2) (optional): Offers a second level of review of the certification request before submitting to CCA.

LMS Supervisor Level 1 (S1): Provides the first level of review of the certification request before sending it to the A2 (optional) and/or CCA. The S1 approves/denies LMS user achievement requests. (This is not a unit S1. It should be a Financial Manager familiar with FM training/experience.

Financial Management User “FMer”: Participant/Individual assigned to a participating position of the program.




Log in to FM LMS

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Determining Whether Your Previous Course Work Meets Your Certification Training

Requirements



Have you already earned credit?

• Previous FM training courses you have attended may satisfy some (or most) of your training requirements.

• College classes you have completed may also satisfy some of your training requirements.

How can you tell if your completed training/class meets the requirements?

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Use the FM myLearn Websitehttps://fmonline.ousdc.osd.mil/FMmyLearn/Default.aspxUse your CAC to log-on

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Click “FM mylearn”

https://fmonline.ousdc.osd.mil/FMmyLearn/Default.aspx



Use the FM myLearn Website

RMBC

• Type the name of the course you completed in the search box

• First lets look for military courses to see what credit they give:

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Use the FM myLearn Website• Click your course title• Scroll down to view “Aligned FM Competencies”• Compare results to your worksheet

• Some courses may satisfy more than one area• Record the course completion information to your worksheet in

your areas of need21




• Click the Academic Matrix link on the left menu

• College Courses are different:

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• Click the FM Academic Matrix to find your class

• Click the “How To” to ensure you map the classes correctly.

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Some Quick Info on College Courses

For an academic course to be used for certification (and approved), the title of the course must closely match one of the sample titles from the matrix (either FM or leadership).

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Update your Learning Worksheet

• When mapping your completions ensure you’re recording classes that match both the Competency and Proficiency Level

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What about remaining requirements?• Once you have completed all of your required FM

101, 201, or 301 modules and still have incomplete requirements on your worksheet, you next need to determine what courses satisfy those requirements.

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Use the FM myLearn Websitehttps://fmonline.ousdc.osd.mil/FMmyLearn/Default.aspx

Use your CAC to log-on

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https://fmonline.ousdc.osd.mil/FMmyLearn/Default.aspx



Recommendations

• When at all possible complete Web Based Training courses (i.e. FM 101) through the FM LMS website:https://whs.plateau.com/learning/user/ssoLogin.do

• This will automatically record learning completion and post the certificate for you.

• These courses can be completed via FM myLearn, but doing so will not automatically post completion data. You will then be required to record learning manually in FM LMS.

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https://whs.plateau.com/learning/user/ssoLogin.do



Taking Courses in the FM LMS



Log in to FM LMS

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Take Courses via FM LMS

• Click the “Curricula” to view your certification requirements. 31




• Open the drill-down triangles and click on a FM 101 course. 32




Click “Start Course” next to the matching FM 101 module

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• The course will launch inside FM LMS.

• Completion data will post automatically when all module requirements are satisfied.

• If the module is not complete in the first session, it will be accessible later from the home page of your FM LMS

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Recording Course Completions in FM LMS



• There is a three step process required to record completion of each competency– First, each completed course you annotated on

your worksheet to satisfy the requirement must be recorded in FM LMS

– Second, you will upload the certificate(s) of completion for the course(s) used to satisfy that requirement

– Third, you mark the “Achievement” complete, and request approval from your supervisor in LMS.

Record Learning in FM LMS

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After you log in to FM LMSClick the “Record Learning” link under the Easy

Links panel




Type FM 101 (or whatever course/training name you are attempting to mark completed)

and click the Next Button




Select the course you completed, then click Next.




Change Completion status to “Course Complete – For Credit”, change the date to when you completed that course. Then click Next.




Comments are optional. Click Next




Click Finish. This is the first step towards FM Certification completion.




This shows the system accepted your input. Click ‘Home’ to continue the process.

Note: Do not attach any documentation at this point.




You will need to record completion of each course used to achieve full credit using the same steps

above.


For example, SPC Doe would need to repeat the process to record GFEBS L101E, L201E, and L303E before moving on to attach

documentation for the Financial Management Systems competency.



• Step 2: Record Documentation– Same as the above process except you search for:

“DoD FM 101: Accounting Module Achievement Documentation” (or whichever module/competency you are working on)

• When you reach the success page (see slide 37), you will need to upload your certificate of completion(s)– Click the “File Attachments” link and upload your

certificates in one file.


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A Note on Documentation

• No personally identifiable information (PII) data is allowed to be stored in the FM LMS system.

• This means documents with SSNs, addresses, etc, must be blacked out prior to upload into FM LMS (i.e. DA 1059s and ERB/ORBs).

• This is one of the main reasons that achievement requests are denied.

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• Step 3: Record the Module completed– Same as the above process except you search for:

“DoD FM 101: Accounting Module Achievement” (or whichever module/competency you are working on)

When you complete this step, you will be prompted for your User-ID and PIN. Your User-ID is your ID Card number (EDIPI), the PIN is what you set up for the FM LMS website (NOT YOUR CAC PIN, unless you set it up to be the same).


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• Your supervisor (in FM LMS) will process the approval for full achievement completions.

• Once approved it will disappear from your home page list and show under your curricula with a green checkmark.


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• FM Level 2 & 3 users will need to select an “Alternate Track”. – This will show up on your FM LMS homepage as a

required task.– It is recommended that you use the job aid on the FM

Online portal to walk through that processhttps://fmonline.ousdc.osd.mil/FMCertProgram/JobAids.aspx

Or this direct link: Note: If ALC/SLC/FCCC have been completed you will have

ample credit given in several areas which can be used to complete an Alternate Track

Other Actions

CLICK Here

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https://fmonline.ousdc.osd.mil/FMCertProgram/JobAids.aspx

https://fmonline.ousdc.osd.mil/docs/LMS/JobAids/Users/JA_U06_User_How%20to%20Choose%20Primary%20and%20Alternate%20Tracks%20%20in%20the%20DoD%20FM%20LMS.pdf



• After all your requirements are completed and approved, the final step is to record completion of your overall Certification.

FM Certification Complete

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• Use the same process as above.• After entering your User-ID and PIN the overall

completion goes through 2 levels of approval, before getting reviewed at DoD for compliance.

• You will receive email notification and can request a hard copy of your certificate from the FM Online homepage. The electronic file is available under the Reports module in FM LMS

FM Certification Complete

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QUESTIONS?

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! 1.

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Transcript of 25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! 1.