dod financial management update... · the cdfm is one of the twenty test -based certifications that...

Office of the Under Secretary of Defense (Comptroller) 3 March 2015 Glenda Scheiner Director, Human Capital & Resource Management OUSD(C)

DoD Financial Management Update

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

Agenda • DoD FM Workforce Development • FM Workforce Demographics • Professional Development & Training • Strategic Workforce Planning • FM Certification Refresher • Implementation Status Update • FM Certification Requirements • FM Certification Requirements for DAWIA • Three Key Websites • FM Certification Resources • Getting Started – Learning History Worksheets • The Three-step Process • Frequently Asked Questions

Certification Policy Strategic Workforce Planning Policy USD(C) Awards Policy

Strategic Workforce Plan Competency

Development Competency Alignment Competency Gap

Analysis Workforce Metrics &

Analytics

FM Certification Program FM Career Roadmaps Test-based Certifications FM Experiential Programs Leadership Programs USD(C) Awards Support DoD FM Schools

FM Online FM MyLearn Learning Management

System Web-based Courses C2C Alignment Governing Body/Tiger Team Certification Training Tools and Resources

GOVERNANCE Structure Senior FM Leadership Group

OFCM CFCMs

Governing Body

FM STRATEGIC WORKFORCE PLAN

DoD FM Workforce Development

WELL-TRAINED CAPABLE FM WORKFORCE

FM Workforce Policy

Strategic Workforce Planning

Professional Development

FM Training

Total DoD Financial Management Workforce

FM Workforce Demographics By the Numbers

As of 30 Sep 2014

Total DoD Financial Management Workforce Total DoD Military Workforce

11,900, 22%

Key Civilian Demographics: Education Levels - Less than a Bachelor’s Degree – 45% - Bachelor’s Degree – 38% - Master’s Degree – 17% - Doctorate Degree – 0.12%

Career Levels - GS 01- 08/Equivalent – 21% - GS 09 -12/Equivalent – 46% - GS 13-15/Equivalent – 33% Age Distribution - 29 and Under – 9% - 30 - 39 – 19% - 40 - 49 – 26%

- 50-59 – 34% - 60-64 – 9% - Over 65 – 3%

Retirement Eligibility - Currently Eligible to Retire – 14% - Eligible to Retire Next Year – 4% - Eligible to Retire in Two to Five Years –15%

As of 30 Sep 2014

DoD Workforce Total - 53,300

Army (26%) Civ – 8,100 Mil – 5,700

Air Force (22%) Civ – 7,600 Mil – 4,400

DoN (19%) Civ – 8,300 Mil – 1,800

4th Estate (33%) DFAS – 8,800 Other – 8,600

Total DoD Civilian Workforce 41,400, 78%

Mil DoN 3%

Mil AF 8%

Mil Army 11%

Civ 4th Estate 33%

Civ Army 15%

Civ Air Force 14%

Civ DoN15%

Professional Development & Training • Lead and facilitate senior FM councils to provide policy guidance & coordination

• Conduct outreach to DoD academic and training institutions to promote professional development opportunities within DoD (i.e. DRMI)

• Defense Civilian Emerging Leader Program – In-residence leadership course – 5 modules focused on leadership development – FY14 Cohort (24 participants) graduated on 19 September – FY15 Cohort includes 28 Participants

• FM myLearn e-catalog contains ~2,200 FM & Leadership courses

• OUSD(C) Course Development Summary ̶ Provides capability to achieve all required FM certification training on-line − As of 25 Feb 15, OUSD(C) and DoD SMEs have developed 48 web-based courses − 21 more new courses are planned for development in FY15

− Provides capability to achieve all required FM certification training on-line − Over 87,500 OUSD(C) courses have been complete

• 2015 USD(C) Annual Awards − Over 80 submissions under consideration − Awards presented at National PDI

• FM Occupational Series

− Released civilian FM career roadmaps for 13 occupational series; available via FM Online − Aligned Civilian and military occupational series/specialties to FM competencies;

available on FM myLearn • FY14-19 Strategic Workforce Plan

– Delivered to Congress 30 Sept; next plan slated for FY16

• Competencies − DoD FM Enterprise-wide Competencies

o Competency refresh slated for FY16 o CFO Council is propagating DoD’s FM competencies across federal government

− Defense Competency Skills Gap Assessment − Round One Results:

o Highest response rate in DoD o No significant gaps in mission critical occupations 501, 510, and 560 o Small gaps in 511 series (Audit Reporting, Decision Support-Audit

Execution, Audit Planning and Management) ̶ Round Two – Upcoming in April!

o Focus on 9 non-mission critical occupational series o May receive system email – please participate promptly, feedback anonymous

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

Strategic Workforce Planning Update

• Establish a framework to guide DoD FM professional development • Applicable to DoD Civilians and Military in the DoD FM Workforce • 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

7

FM Certification Program Refresher

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

PROGRAM BUILT ON DoD FM COMPETENCIES

DoD FM Certification Implementation Status


0

5000

10000

15000

20000

25000

30000

35000

40000

45000

50000

Jun Jul Aug Sept Oct Nov Dec Jan'14

Feb Mar Apr May Jun July Aug Sep

Other

DFAS

DCAA

DoN

Army

Air Forc

Total

• 99% of Active Components Implemented in FY14

• 2,384 FM members have completed certification

• Guard/Reserve Implementation − 31 March 2015 target

completion date − 4,999 RC launched out of

6,404 RC total (78%)

FY 14 Implementation Results

9

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


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

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

Quarterly Newsletter Certification Update Lessons Learned Best Practices

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

Requirements Datasheets Outline requirements or 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

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

Learning History Worksheets Organize 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 Questions Compilation of over 100 questions, organized by category

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

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

13

http://ow.ly/sZfDv

http://ow.ly/sZfDv

Identify Gaps

Getting Started: Learning History Worksheets

Collect education and training completion certificates & academic transcripts

Download

Collect Research Fill Out

Download LHW for your FM Certification Level

Look up education and training courses in FM myLearn to identify competency alignment

Many of you have completed education and training in financial management (FM) or leadership-related subjects from accredited colleges and universities. Using your levels Learning History Worksheet will help you organize the courses you’ve successfully completed and identify where your training gaps are.

Plug in the information fields

Identify training gaps and search for courses to take on FM myLearn

14

What if …


My course isn’t there?

1) Submit a “Course Submission Template” and syllabus to your organization’s Course Manager.

2) Course Manager will route course through approval process 3) If approved, will be added to FM myLearn or you will receive approval documentation from OUSD(C)

FM Online>DoD FM LMS>Forms

Use the Course Submission Template


I have academic courses?

FMOnline> FM myLearn > Academic Matrices

Collect academic transcripts

Identify the appropriate FM Certification Level to which your academic course may apply Compare academic course title to sample course titles in the matrix to identify a match or close match Use the Course Hour Conversion Chart to determine the course hour value Complete the three-step process for applicable courses

Collect

Identify

Match

Convert

Complete

What If…

Use the Academic Matrices

For a step-by-step overview, watch the Practical Exercise

16

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 800 KB

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

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/ 18

Do I still need my CDFM after I get this certification?

Frequently Asked Questions

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

19

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.

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.

What counts as CPE?



23

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.

https://fmonline.ousdc.osd.mil/FMCerts.aspx








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.

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

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



27

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.

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


29


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

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?



31

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.

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



33

"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.

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



35

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.

Other Questions

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

36

dod financial management update... · the cdfm is one of the twenty test -based certifications that...

Documents