fm certification asmc update · socom 162 0 162 northcom/norad 32 0 32 ... service motivation...

FM Certification

ASMC Update

SAF/FMEMar 2014

Agenda

2

• How does it work?

• Getting Started –Pilot Tests

• Schedule/Implementation

• Substitution Policy

• Course Development Gap Analysis

• Lessons

• Other Stuff

• Communications Tools

• Training Records

• Keys to Success

3

Level Officer Enlisted Civilian

1 2nd Lt -1st Lt E1 – E5 GS 1- GS 9

2 Capt & Maj* E6 – E7 GS 10 – GS 13

3 Lt Col & Above E8 - E9 GS 14 & Above

SAF/FME and AFPC will lead effort and work with with MAJCOMs to get positions properly coded

Grade Mapping was our first step

* SQ/CCs positions will be coded Level 3

How Does It Work?

• We started our journey with a small Pilot – AFSOC

– AFSOC leadership got involved; energized team

– Small enough to “brute force” the implementation

– Learned important lessons – DoD updated/streamlined the Learning

Management System

– Developed more effective communications tools

• Initiated a “large” command Pilot -- AETC

– AETC leadership stepped up to the plate

– Larger scale was tougher as we thought – more moving parts

– AFSOC test helped big time – cleaned up the process and lines of

responsibility

– New Implementation process developed – the “Texas Two-Step”

• Staff and “structure” first, then the rest

4

Pilots – Small and Big

• Built aggressive schedule to meet OUSD timeline including MAJCOMs, COCOMs, Guard and Reserve– Everyone implemented by 30 June 2014

• Implementation Strategy– Created repeatable process (“Checklist”)

– Designed 90 day pre-implementation window

• Get started early

• Clean Unit Manning Document means clean LMS accounts

• Develop organization hierarchy – LMS/approval structure

• Needed separate “Launch” to set up accounts

• Built “core curriculum” to help Users identify training history

• Built one-stop-shop Sharepoint site for info

5

Schedule

FY 2013 FY2014

Mar

Ap

r

May

Jun

Jul

Au

g

Sep

Oct

No

v

Dec

Jan

Feb

Mar

Ap

r

May

Jun

Jul

AFSOC

AETC, SOCOM

AFSPC, NORAD/NORTHCOM

AFGSC, USAFA, AFISR

ACC, ANGRC

AFDW/HAF/SAF, AFCEC

PACAF, USAFE, AMC,

AFMC

AFRC, ANG/NGB, COCOMs, OTHER(NATO, OSD, JCS)

90 Days Out

60

ImplementationBegins

ImplementationComplete (60 days)

OSD Implementation Complete (Clock starts)

MAJCOM, MAJCOM-esque, & COCOMs

Implementation Schedule

Where We Are Now Finish

UMD Clean-up determines success

• UMD used to assign correct FM Certification level and Learning Path in LMS

• Significant number of questionable records/mismatches– Civilian Employees:

• “Questionable” Records: no name/no position number; pay grade/job

series mismatch between UMD and DCPDS

– Bases need to make changes in the Manpower/Personnel Systems

– Military Personnel

• Must ensure FM Certification levels are correct

Total TotalLaunched Remain

AFSOC 210 0

USAFA 64 0

AFGSC 311 0

AETC 864 0

AFISRA 133 0

AFSPC 711 0

ACC 819 823 0

AMC 721 721 0

SAF 359 111 471 0

HAF/Others 244 244 0

AFDW 111 111 0

AFCEC 55 56 0

USAFE/AFRICOM/EUCOM/NATO 309 309 13

SOCOM 162 0 162

NORTHCOM/NORAD 32 0 32

PACAF/PACOM 401 392 9

AFMC 2,720 1,149 1,571

ANG-ANGRC-NGB 780 780

STRATCOM 51 51

CENTCOM 33 33

TRANSCOM 76 76

OSD/JCS 2 2

Total 819 2,394 2,831 942 6,569 2,729

9,298

MAJCOM Jan Feb Mar Apr

FM Certification

Implementation

• FM Certification caused us to look at our training program with a microscope– Have to meet certification requirements

– Lots of good training

– Founds some gaps – and need to fill gaps

• Here’s how we did that…….

Training Opportunities

• The DoD FM Certification Program Substitution Policy states:– FM members may substitute similar courses to meet the course

requirements as long as the courses are pre-approved by the CFCM as adequate substitutes in terms of content and length and are included in

FM myLearn.– Requirements subject to the “Substitution Process”:

• Certification Level 1: All Modules of the DoD FM 101 Course

• Certification Level 2: Audit Readiness, Fiscal Law and Ethics Courses

• Certification Level 3: Audit Readiness, Fiscal Law, and Ethics Courses

• We allowed substitution of 8/12 DoD FM 101 Modules– Conducted analysis to determine if the content of Basic Financial

Management Officer Course and Enlisted Apprentice Course meet substitutability standards

– Reviewed the current Plans of Instruction (POIs) and Study-Guide materials for BFMOC and the Apprentice course

Exercised Substitution Policy

• Did an analysis of course training Gaps against FM Certification requirements– Discovered that we needed to stratify analysis to Officer, Enlisted and

Civilian for each Level

• Concluded we were solid for Level I

• Concluded we had minor Gaps in Level II

• Concluded our primary focus for course development needed to be Level III

11

Mapped over 300 AF Courses

Gap Analysis

Combined Air Force Course Development Needs

12

AF Need

Level I 0 CPEs

Level II 22 CPEs

Level III 46 CPEs

Total 68 CPEs

OSD Courses

Level I 0 CPEs

Level II 0 CPEs

Level III 12 CPEs

Total 12 CPEs

Remaining

Level I 0 CPEs

Level II 22 CPEs

Level III 34 CPEs

Total 56 CPEs

Training Gap Analysis – Summary

• Implementation vs Launch

• Core Curriculum a big help to users! Saves time

• Single Sharepoint Site for tools and information

• Repeatable implementation and launch processes

• Duties checklist (CA, CCA, Users)

• Texas Two-Step – gradual implementation got the MAJCOM ready for the big launch to follow

• Need signed SOU – provide employees updated PDs

• UMD Clean-up was needed and IMPORTANT

• Organizational hierarchy development sets approval links

13

Lessons Learned

• Union coordination takes time, but necessary

• Building AF Supplement to support AF unique and focus areas to compliment the DODI– Waiver decision

– Directed specific tracks for Enlisted

– Addressing Career Broadeners

• Personnel Systems– Establishing Military systems data exchange (push and pull interface

w/LMS)

‒ Displaying FM Certification Level through military systems

• BCA was forwarded to SPO to initiate system update

– Develop interoperability process to communicate certification data and information to DCPDS and MILPDS

14

Other Stuff

Professional Development Hub

Professional ForumFM myLearn & FM Online

• Specifically for MAJCOM Implementation Teams

• Features Q&A Forum

• Houses all reference material

• Tutorial will be provided

• Open to everyone

• Contains all AF-specific information

• Located on SharePoint at https://cs3.eis.af.mil/sites/26786/

• Also available – FM Certification site: https://cs3.eis.af.mil/sites/26786/DODFMcertification/

• OSD ‘s websites for FM Certification

• FM Online – news & information

• FM myLearn – e-catalog of DoD FM training, linked to competencies

FM Certification Communications Tools

More Information

Helpful Websites

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

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

FM Professional Development Hub: https://cs3.eis.af.mil/sites/26786/

DoD AF FM Certification: https://cs3.eis.af.mil/sites/26786/DODFMcertification/

FM Distributed Learning Center (DLC): https://fm.csd.disa.mil/

DoD FM Certification Program LinkedIn Group: http://www.linkedin.com/groups?gid=6503683

What You Can Do Now - Practical Exercise (FM Online): https://fmonline.ousdc.osd.mil/FMCertProgram/TrainingGuides.aspx

Even More Information

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

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

https://cs3.eis.af.mil/sites/26786/

https://cs3.eis.af.mil/sites/26786/DODFMcertification/

https://fm.csd.disa.mil/

http://www.linkedin.com/groups?gid=6503683

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

What You Can Do Now!

Training Records

Remember to get credit with college transcripts!

• Your FM Certification Component Administrator (CA) is the key POC– Ensures all people have accounts– Makes administrative updates as people move in and out of the

squadron– Makes updates to supervisors so approval chain is current– Gives updates on how people are progressing

• All must be certified by July 2016

• Use MAJCOM FM Certification POC– Great source of info

• Learn the requirements to earn certification– MAJCOM FM is approval authority

• Goal: submit complete packages for approval

– Takes time and experience – understand course and documentation

requirements

• Recognize success – Hand out certificates in CC Calls

18

Keys to Success

• FM Certification is a good program for the DoD FM team!– Improved standard of training – especially in Decision Support and Audit

Readiness– Better sharing of courses across the Services and Components– Lots more web-based training available so lack of TDY $s not as big a

barrier to training

• Majority of MAJCOMs launched – and soon all will be complete– Working through COCOM issues and our AFR/ANG team

– However, launching a command is just the start – goal is to get certified!

• DODI is on the street soon to be accompanied by the AFI– Will give you some more detailed implementation guidance

• Communication will be key – ask POCs if you have questions

19

Summary

BACKUP

Accounting Analysis

Accounting Concepts, Policies &

Principles

Advanced Financial Management

Audit Concepts, Policies & Principles

Audit Planning & Management

Audit Reporting

Budget Concepts, Policies & Principles

Budget Execution

Budget Formulation, Justification &

Presentation

Commercial Pay Concepts, Policies &

Principles

Decision Support

Decision Support - Audit Execution

Financial Concepts, Policies & Principles

Financial Management Analysis

Financial Management & Reporting

Analysis

Financial Management Systems

Financial Reporting

Financial Stewardship

Fundamentals & Operations of

Accounting

Fundamentals & Operations of Budget

Fundamentals & Operations of Finance

Fundamentals & Operations of Military

& Civilian Pay

Payroll Concepts, Policies & Principles

DoD FM Enterprise-wide Competencies

Flexibility Integrity/Honesty Interpersonal SkillsResilience Customer Service Oral CommunicationContinual Learning Problem Solving Written CommunicationService Motivation Technical Credibility Mission OrientationComputer Literacy

Team BuildingAccountability

DecisivenessInfluencing/Negotiating

DoD Mission and Culture

Human Capital ManagementLeveraging Diversity

Conflict ManagementDeveloping Others

DoD Corporate PerspectiveNational Security Foundation

Technology ManagementFinancial Management

Creativity and InnovationPartnering

EntrepreneurshipNational Defense Integration

National Security Environment

VisionExternal Awareness

Strategic ThinkingPolitical Savvy

Global PerspectiveNational Security Strategy

Lead the

Institution

Lead Self

Lead Teams/Projects

Lead People

Lead Organizations/

Programs

22

FM Certification: Level One

FM Certification: Level Two

FM Certification: Level Three

26

COMPETENCY CREDIT HOURS REQUIRED

Financial Mgt Systems (PL1)

Decision Support (PL1)

Fundamentals and Operations of Finance (PL1)

Fundamentals and Operations of Accounting (PL1

Fundamentals and Operations of Budget (PL1)

Fundamentals and Operations of Military & Civilian Pay (PL1)

Leadership Competency: Lead Self (PL1)

Other Required Training: DoD FM 101 Course (24 CPE Course)

1 2 3 4 5 6

Pri

mary

T

racks

Officers:

Enlisted: 1,017

Civilians: 2,664

Population

75Training Available

Enlisted Certification Level - One

Legend

OSD Courses

Course Development Update:

Training Gap Analysis

27










1 2 3 4 5 6

Pri

mary

T

racks

Officers:

Enlisted: 1,017

Civilians: 2,664

Population


Civilian Certification Level - One

Legend

OSD Courses



28










1 2 3 4 5 6

Pri

mary

T

racks

Officers:

Enlisted: 1,017

Civilians: 2,664

Population


Officer Certification Level - One

Legend

OSD Courses



29

Enlisted Certification Level - TWO


Financial Management Systems (PL3)


Concepts, Policies and Principles of Accounting (PL3)

Other Required Training: Three Required Courses (9CPEs)

1 2 3 4 5 6 7 8 9 10

Pri

mary

Tra

cks

Ethics - Audit - Fiscal Law

Concepts, Policies and Principles of Budget (PL3)

Concepts, Policies and Principles of Finance (PL3)

Concepts, Policies and Principles of Commercial Pay (PL3)

Concepts, Policies and Principles of Payroll (PL3)

Fundamentals and Operation of Finance (PL1)

Fundamentals and Operations of Accounting (PL1)


Fundamentals and Operations of Military and Civilian Pay (PL1)

Leadership Competency: Lead Teams (PL3)

Officers: 362

Enlisted: 847

Civilians: 5,027

Population

Alt

ern

ate

Tra

cks

Accounting Analysis (PL3)

- or -Financial Management Analysis (PL3)

Training Available

Legend

Complete at Prior Level or Training Balance Requirement

Budget Formulation, Justification and Presentation (PL3)

- or -

Budget Execution (PL3)

OSD Courses

Training Gap



30

CIVILIAN CERTIFICATION LEVEL - TWO






1 2 3 4 5 6 7 8 9 10

Pri

mary

Tra

cks











Officers: 362

Enlisted: 847

Civilians: 5,027

Population

Alt

ern

ate

Tra

cks



Training Available

Legend



- or -


OSD Courses

Training Gap



31

OFFICER CERTIFICATION LEVEL - TWO






1 2 3 4 5 6 7 8 9 10

Pri

mary

Tra

cks











Officers: 362

Enlisted: 847

Civilians: 5,027

Population

Alt

ern

ate

Tra

cks



Training Available

Legend



- or -


OSD Courses

Training Gap



32

ENLISTED CERTIFICATION LEVEL - THREE


1 2 3 4 5 6 7 8 9 10 11 12

Alt

ern

ate

Tra

cks

Training Available

Training Gap





Financial Management Analysis (PL5)



Advanced Financial Management (PL5)

Other Required Training: Three required Courses (9CPEs)







Enlisted: 90

Civilians: 553

Population

Officers: 147

OSD Courses

Legend



33

CIVILIAN CERTIFICATION LEVEL - THREE


1 2 3 4 5 6 7 8 9 10 11 12

Alt

ern

ate

Tra

cks

Training Available

Training Gap
















Enlisted: 90

Civilians: 553

Population

Officers: 147

OSD Courses

Legend



34

OFFICER CERTIFICATION LEVEL - THREE


1 2 3 4 5 6 7 8 9 10 11 12

Alt

ern

ate

Tra

cks

Training Available

Training Gap
















Enlisted: 90

Civilians: 553

Population

Officers: 147

OSD Courses

Legend



fm certification asmc update · socom 162 0 162 northcom/norad 32 0 32 ... service motivation...

Documents