W-R-1445-1545 DoD FM Workforce Certification

Report
DoD Financial Management
Certification Program
DoD Office of Financial Workforce Management
June 2012
DoD FM Certification Program
Where we are today
What you need to know
Way Ahead
Questions…………………………….
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DoD FM Certification Program
Where we are today
Question perhaps you are asking --





What is the purpose or goal of this program?
Is it mandatory?
Does this program apply to me?
What's in it for me?
What’s in it for DoD?
Will anyone be “Grandfathered”?
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Key Goals
Establish a framework for FM development
Establish a mechanism to encourage key training:
– Auditable Financial Statements
– Decision Support/Analysis
Encourage career broadening and leadership
Based on FM and Leadership Competencies
– 23 DoD FM Enterprise-wide Competencies
– Selected FM and Leadership Competencies with Proficiency
Levels at each Certification Level
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Overall Approach
Mandatory Program for DoD FM Civilians and Military
National Defense Authorization Act for Fiscal Year 2012 (NDAA)
All FM positions to be coded Level 1, Level 2 or Level 3
Requires
– Courses
– Experience
– Developmental Assignment (Level 3)
– Continuing Professional Education/Continuing Education Units
(CPE/CEU)
Encourages
– Formal Education and Test-Based Certification (Levels 2 and 3)
Foundation Built on DoD FM Competencies
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DoD FM Enterprise-wide Competencies
Accounting Analysis
Decision Support - Audit Execution
Accounting Concepts, Policies & Principles
Financial Concepts, Policies & Principles
Advanced Financial Management
Financial Management Analysis
Audit Concepts, Policies & Principles
Financial Management & Reporting Analysis
Audit Planning & Management
Audit Reporting
Budget Concepts, Policies & Principles
Financial Management Systems
Financial Reporting
Financial Stewardship
Fundamentals & Operations of Accounting
Budget Execution
Budget Formulation, Justification &
Presentation
Fundamentals & Operations of Budget
Fundamentals & Operations of Finance
Commercial Pay Concepts, Policies &
Principles
Fundamentals & Operations of Military &
Civilian Pay
Decision Support
Payroll Concepts, Policies & Principles
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DoD FM Certification Program
What you need to know
Other questions perhaps you are asking -- What do the levels mean to me?
 How long do I have to complete the certification?
 What happens if I can’t complete the certification because of
deployment, mission requirements, or personal reasons?
 Does my past training and experience count?
 Who will determine if my FM experience outside of DoD can
transfer?
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FM Certification Equation: Level 1
Course
Hours
FM
Competencies
Financial Management Systems*
6
Decision Support*
4
Fundamentals and Operations of [X]
[Accounting, Budget, Finance, or
Military and Civilian Pay]*
Courses, TBD
Courses, TBD
Courses, TBD
6
Courses, TBD
+
Leadership
Competencies
Lead Self
6
Courses, TBD
Courses, TBD
+
FM 101 Course
12-26
+
40 CPEs/4 CEUs every two years
* Proficiency Level 1
At Least 2 Yrs DoD FM Experience
FM Certification Level 1
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DoD FM 101 Content
Course: DoD FM 101 for Level 1
Course Hours Range
Module: Introduction to DoD
Module: Accounting
Module: Finance
Module: Budget
Module: Audit Readiness
Module: Fiscal Law
Module: Ethics
Module: Planning, Programming, Budgeting,
& Execution (PPBE)
Module: Auditing
Module: Analysis/Decision Support
Module: Acquisition/Contracting
Module: Cost Analysis
12 to 26
1 to 2
1 to 2
1 to 2
1 to 3
2 to 4
1 to 2
.5 to 1
1 to 2
1 to 2
1 to 2
1 to 2
.5 to 2
Will Be Available Online!
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FM Certification Equation: Level 2
Course
Hours
Financial Management Systems**
10
Courses, TBD
8
Decision Support**
FM
Competencies
Courses, TBD
Accounting Analysis OR Financial Mgt
Analysis**
Budget Formulation, Justification and
Presentation OR Budget Execution**
Courses, TBD
10
Courses, TBD
10
Courses, TBD
Concepts, Policies and Principles of [X]**
Fundamentals and Operations of [Y]
[Accounting, Budget, Finance, etc]*
Leadership
Competencies
Lead Teams
10
6
10
+
Courses, TBD
Courses, TBD
Audit Readiness + Fiscal Law Course + Ethics Courses
9 - 9.5
(2 years can be met with non-DoD government or
Private industry FM experience; the 2 residual years
of experience must be DoD FM)
60 CPEs/6 CEUs every two years
*Proficiency Level 1
**Proficiency Level 3
+
+ At Least 4 Yrs FM Experience Required
FM Certification Level 2
+ [Recommended] At Least One 3-month Developmental Assignment
+ [Recommended] Work towards Bachelor’s Degree
+ [Recommended] Completion of one of the DoD-approved
Test-Based Certification Programs
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DoD Recognized Test-Based FM Certifications
Accredited Business Accountant (ABA)
Certified Government Financial Manager
(CGFM)
Accredited in Business Valuation (ABV)
Certified in Financial Forensics (CFF)
Certified Accounts Payable Professional (CAPP)
Certified Information Systems Auditor (CISA)
Certified Business Manager (CBM)
Certified Internal Auditor (CIA)
Certified Cost Consultant (CCC)
Certified Management Accountant (CMA)
Certified Cost Estimator/Analyst (CCE/A)
Certified Payroll Professional (CPP)
Certified Defense Financial Manager (CDFM)
Certified Public Accountant (CPA)
Certified Forensic Accountant (Cr.FA)
Certified Quality Auditor (CQA)
Certified Fraud Examiner (CFE)
Certified Treasury Professional (CTP)
Certified Government Audit Professional
(CGAP)
Forensic Certified Public Accountant
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FM Certification Equation: Level 3
Course
Hours
Financial Management Systems***
Courses, TBD
8
Courses, TBD
FM
Competencies
Decision Support***
10
Accounting Analysis AND Financial Mgt
Analysis***
12
Courses, TBD
Courses, TBD
Budget Formulation, Justification and
Presentation AND Budget Execution***
12
Advanced Financial Management***
12
Concepts Policies and Principles of [Y]
[Accounting, Budget, Finance, etc]**
10
Lead People
12
Courses, TBD
Leadership
Competencies
+
+
+ At( Least 8 Yrs FM Experience Required
Courses, TBD
Courses, TBD
Audit Readiness + Fiscal Law Course + Ethics Courses*
80 CPEs/8 CEUs every two years
**Proficiency Level 3
***Proficiency Level 5
*Higher Proficiency Level Course
9 - 9.5
2 years can be met with non-DoD government or
private industry FM experience. The 6 residual years
of experience must be DoD FM
Least One 3-month Developmental
+ AtAssignment
FM Certification Level 3
+ [Strongly Recommended] Work towards Master’s Degree
+ [Strongly Recommended] Completion of one of the DoD-approved
Test-Based Certification Programs
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DoD FM Certification Program
Way Ahead
What questions remain -- Where can I find our more on the information on courses
that I can take?
 Where can I find our more on the DoD FM Enterprise-wide
competencies and proficiency levels?
 How will the program be administered?
 When is this happening?
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Details on Program
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LMS
• The DoD Financial Management (FM) Learning Management
System (LMS) will document the required reporting and tracking
of the DoD FM Certification Program.
• The LMS will –
– Facilitate Administration/Oversight/Validation
– Document Certification Program Specifics
– Track Progress from Reporting to Validation
– Ability to Register for Select Courses
– Distribute/Launch Online Select Courses
– Interface with Existing LMSs Across the Department
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Key Events
Task
Projected Date
Congressional Language – FY 2012 National Defense
Authorization Act (NDAA)
Final USD(C) Leadership Approval of Framework
Establish DoD FM Learning Management System (LMS)
Develop Draft Policy Guidance (DODD and DODI)
Approved
December 31, 2011
January 2012
≈ January – Jul 2012
First draft - March 2012
Align Leadership Courses to Leadership Competencies
March 2012
Complete the Alignment of FM Courses to FM
Competencies
March 2012
Code Positions
June-July 2012
Implementation of Major Pilots
October 2012
Begin Phased Implementation
January 2013
Full Implementation
March 2014
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Conclusion
The DoD FM Certification Program:
– Focuses on DoD Audit Readiness and Analytics
– Provides a certification framework for DoD FM Community
– Level 1, 2, 3 tied to experience in financial management
– Gives the FM Workforce a standard body of knowledge
– Develops expertise standards using DoD FM Enterprise-wide
Competencies
– Promotes use of DoD FM existing courses
– Encourages college degrees and FM test-based certifications
Making a Good FM Workforce Better…
Adding more Credibility to What We Do
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Other Questions?
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Additional Charts
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Question
 Does this apply to me?
• Yes if you are a DoD Civilian employee in the 05XX occupational series
assigned to 05XX occupational series position.
• Yes – If you are a military members with a financial or Comptroller
specialty in a position coded with that specialty.
• Yes – if you are a DoD civilian employee in any occupational series
performing FM functions, and the Component deems necessary.
 What's in it for me?
• A structured framework for professional development
• Increased opportunity for professional development and growth.
• Availability of FM courses at no cost.
• Opportunity to gain experience and skill.
 Will anyone be “Grandfathered?”
• No, the DoD FM Certification program is mandatory for all members of
the financial community
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Question
 How long do I have to complete the certification?
• You have two years from the date you are notified that your position is
part of the certification program or two years from the date you enter a
position to achieve the certification requirements.
 What happens if I can’t complete the certification because of deployment,
mission requirements, or personal reasons?
• Each Component is granted waiver authority to assist with these
developments.
 Does my past training and experience count?
• All relevant DoD FM experience and training may count toward your
certification requirements. Please work with your supervisor to capture
this information.
 Who will determine if my FM experience outside of DoD can transfer?
• Your Component will determine if the prior experience meets the
requirements of the DoD FM Certification program.
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Question
 What's in it for DoD?
• An established standard FM body of knowledge across DoD
• Improved Individual Development Plans (IDP) and Career Roadmaps
• Increased knowledge and understanding of our roles in support of audit
readiness
• Increased skills in financial analysis and decision support
• Increased grounding in fiscal law, financial accountability and ethics
• Increased awareness and utilization of DoD FM Courses
• Greater flexibility for lateral growth within DoD
• Recognized professional credentials
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Question
 Where can I find our more on the information on courses that I can take?
– https://fmonline.ousdc.osd.mil/
 Where can I find our more on the DoD FM Enterprise-wide competencies
and proficiency levels?
• https://fmonline.ousdc.osd.mil/
 How will the program be administered?
• Through a DoD FM LMS which will be available to all FMers.
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“Broadening” Conceptual View
Level 3
Concepts, Policies and Principles of
Advanced Financial Management
Competency
“Y”
ALTERNATE
TRACK
Level 2
Concepts, Policies and Principles of
“Y”
ALTERNATE
TRACK
“X”
PRIMARY
TRACK
Fundamentals and Opns of
Fundamentals and Operations of
Level 1
“X”
PRIMARY
TRACK
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Alignment of the 05XX Occupational Series with the DoD FM Enterprise-wide Competencies
Competency
Financial
Stewardship
Financial Management
Systems
Decision Support
Financial Management
Analysis
Financial Concepts,
Policies & Principles
Financial
Reporting
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Financial
Stewardship
Financial Management
Systems
Decision Support
Accounting Analysis
X
X
X
X
X
X
X
Financial
Stewardship
Financial Management
Systems
Decision Support
X
X
X
X
X
X
Financial Management
Systems
Decision Support
X
X
Financial Management
Systems
Decision Support
X
X
X
X
X
Financial
Stewardship
Audit Concepts, Policies
& Principles
Audit Planning &
Management
Decision Support --Audit
Execution
Audit Reporting
X
X
X
X
X
Fundamentals &
Operations of Finance
Financial Management &
Reporting Analysis
Advanced Financial
Management
X
X
Occupation Series
501 Financial Administration and Program
503 Financial Clerical and Assistance
530 Cash processing
505 Financial Manager
599 Financial Student Trainee
Competency
Occupation Series
510 Accounting
525 Accounting Technician
Competency
Occupation Series
560 Budget Analysis
561 Budget Clerical and Assistance
Financial
Competency Stewardship
X
X
X
X
X
Accounting Concepts,
Policies & Principles
Financial
Reporting
X
X
X
Financial Management
Analysis
Budget Concepts,
Policies & Principles
Budget
Execution
X
X
X
X
Accounting Concepts,
Policies & Principles
Fundamentals &
Operations of
Accounting
Commercial
Pay CP&P
X
X
X
X
Fundamentals &
Operations of
Accounting
X
Fundamentals &
Budget Formulation, Justification
Operations of Budget
& Presentation
X
X
Occupation Series
X
540 Voucher Examining
Financial
Competency Stewardship
Fundamentals &
Payroll Concepts, Policies
Operations of Military
& Principles
& Civilian Pay
Occupation Series
0544-0545 Civilian and Military Pay
Competency
AS OF 23 JAN 2012
Occupation Series
0511 Auditing
23 DoD FM Enterprise-wide Competencies Cover All 13 05XX Occupational Series
Financial
Stewardship
Fin
Mgmt
Systems
Budget
CP&P
Decision
Support
Budget
Execution
Fin
Mgmt
Analysis
Financial
CP&P
Fund & Opns Budget Form,
of Budget
Justn & Pres
Financial
Reporting
Comm Pay
CP&P
Fund &
Opns of
Finance
FM &
Reporting
Analysis
Payroll
CP&P
Fund &
Opns of Mil
& Civ Pay
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Advanced
Financial
Management
Audit CP&P
Accounting
Analysis
Accounting
CP&P
Audit Planning
& Mgmt
Decision
Support -Audit
Execution
Fund & Opns
of
Accounting
Audit
Reporting
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Vision
External Awareness
Strategic Thinking
Political Savvy
Lead the
Global Perspective
National Security Strategy
Institution
Technology Management
Financial Management
Creativity and Innovation
Partnering
Lead
Entrepreneurship
National Defense Integration
National Security Environment
Human Capital Management
Leveraging Diversity
Conflict Management
Developing Others
DoD Corporate Perspective
National Security Foundation
Team Building
Accountability
Decisiveness
Influencing/Negotiating
DoD Mission and Culture
Flexibility
Resilience
Continual Learning
Service Motivation
Computer Literacy
Integrity/Honesty
Customer Service
Problem Solving
Technical Credibility
Organizations/
Programs
Lead People
Lead Teams/Projects
Interpersonal Skills
Oral Communication
Written Communication
Mission Orientation
Lead Self 26
DoD Civilian Leader Development Framework
Leading
Change
Leading
People
Results
Driven
Business
Acumen
Building
Coalitions
Enterprise-Wide
Perspective
This core competency
involves the ability to
build coalitions
internally and within
other Federal agencies,
State and local
governments, nonprofit
and private sector
organizations, foreign
governments, or other
international
organizations to
achieve common goals.
This core competency
involves a broad point of
view of the DoD mission
and an understanding of
the individual or
organizational
responsibilities in relation
to the larger DoD strategic
priorities. The
perspective is shaped by
experience and education
and characterized by a
strategic, top-level focus
on broad requirements,
joint experiences, fusion
of information,
collaboration and vertical
and horizontal integration
of information.
Joint Perspective
Definitions
This core competency
involves the ability to
bring about strategic
change, both within and
outside the
organization, to meet
organizational goals.
Inherent to the
competency is the
ability to establish an
organizational vision
and to implement it in a
continuously changing
and highly ambiguous
environment. Balances
change with continuity
and addresses
resistance.
This core competency
involves the ability to lead
and inspire a multi-sector
group [not only employees,
(civilian and military) but also
other government agency
personnel at the Federal,
State and local levels, as
well as contractors and
grantees] toward meeting the
organization’s vision,
mission, and goals. Inherent
to this competency is the
ability to provide an inclusive
workplace that fosters the
motivation and development
of others, facilitates effective
delegation, empowerment,
personal sacrifice, and risk
for the good of the mission,
as well as trust, confidence,
cooperation and teamwork,
and supports constructive
resolution of conflicts.
This core competency
involves the ability to
meet organizational
goals and customer
expectations. Inherent
to this competency is
stewardship of
resources, the ability to
make decisions that
produce high-quality
results by applying
technical knowledge,
analyzing problems,
and calculating risks.
This core competency
involves the ability to
manage human,
financial, and
information resources
strategically. Inherent
to the competency is
the ability to devise
solutions with an
understanding of how
to impact business
results by making
connections between
actions and/or
performance and
organization goals and
results, as well as
external pressure
points.
Competencies
Creativity and Innovation
Conflict Management
Accountability
Financial Management
Political Savvy
External Awareness
Leveraging Diversity
Decisiveness
Influencing/Negotiating
Strategic Thinking
Developing Others
Entrepreneurship
Human Capital
Management
Vision
Team Building
Customer Service
Flexibility
Problem Solving
Resilience
Technical Credibility
Partnering
Technology Management
Computer Literacy
-Mission Orientation
-DoD Mission and Culture
-DoD Corporate Perspective
-National Defense Integration
-Global Perspective
National Security
-National Security Foundation
-National Security Environment
-National Security Strategy
Fundamental Competencies
These competencies are the foundation for
success in each of the core competencies.
● Interpersonal Skills
● Written Communication
● Continual Learning
● Integrity/Honesty
● Oral Communication
● Public Service Motivation

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