DoD Financial Management Certification Program
DoD Financial Management Certification Program
Office of the Under Secretary of Defense (Comptroller)
Ms. Glenda Scheiner
? Background & Purpose ? Foundation: FM Competencies ? Applicability ? Requirements ? FM & Acquisition ? Key Players ? Key Websites ? Three-step Process ? Key Tools ? Continuing Education & Training (CETs) ? Resources ? Summary
Agenda
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Background
? 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 FY2012 (Public Law 112-81) provided the Secretary of Defense with the Authority to Prescribe Professional Certification and Credentialing Standards
? Nov 2013 ? DoDI 1300.26 "Operation of the DoD FM Certification Program" published
? Jan 2017 ? Updated DoDI 1300.26 "Operation of the DoD Financial Management Certification Program" was published
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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: o Audit Readiness o Fiscal Law o Ethics 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
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The Foundation: FM Competencies
? Goal: To implement standardized FM competencies that describe knowledge, skills, and abilities needed to perform and achieve desired results
? 24 FM competencies are mapped to 05XX Occupational Series
? FM competencies are: - Functional skill sets against which DoD FMers can shape their professional development - Rated across five different proficiency levels that reflect increasing responsibility and greater expertise as knowledge, skills, and experience are gained - Defined by DoD FM Certification Senior Leadership Group
? DoD leadership competencies are also emphasized: ? The five levels of competencies are outlined in DCPAS' DoD Leader Development Continuum
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FM Functional Competencies
? There are 24 DoD FM competencies. 18 of the 24 apply to the DoD FM Certification Program
Accounting Analysis Advanced Financial Management Budget Execution Budget Formulation, Justification & Presentation Concepts, Policies & Principles of Accounting Concepts, Policies & Principles of Audit Concepts, Policies & Principles of Budget Concepts, Policies & Principles of Commercial Pay Concepts, Policies & Principles of Finance Concepts, Policies & Principles of Payroll Decision Support Financial Management Analysis
Financial Management Systems
Fundamentals & Operations of Accounting
Fundamentals & Operations of Audit
Fundamentals & Operations of Budget
Fundamentals & Operations of Finance
Fundamentals & Operations of Military & Civilian Pay
Audit Planning & Management
Audit Reporting
Decision Support - Audit Execution
Financial Management & Reporting Analysis
Financial Reporting
Financial Stewardship
6
Vision
External Awareness Cert
Strategic Thinking
Level 3
Political Savvy Global Perspective
Lead the
National Security Strategy Institution
Technology Management Financial Management
Cert
Creativity and Innovation
Level 3
Partnering Entrepreneurship
Lead Organizations/
National Defense Integration National Security Environment
Programs
Human Capital Management Leveraging Diversity Conflict Management Developing Others DoD Corporate Perspective National Security Foundation
Cert Level 3
Lead People
Team Building Accountability Decisiveness Influencing/Negotiating DoD Mission and Culture
Cert Level 2
Lead Teams/Projects
Flexibility Resilience Continual Learning Service Motivation Computer Literacy
Integrity/Honesty Customer Service Problem Solving Technical Credibility
Interpersonal Skills Oral Communication Written Communication Mission Orientation
Cert Level 1
Lead Self 7
Applicability
? Applicable to DoD Civilians and Military in the DoD FM Workforce - DoD FM Workforce includes personnel who are assigned to FM designated positions: o Civilians in the 05XX Occupational Series; o Civilians who perform financial management tasks, but are not in the 05XX Occupational Series; o Military members in FM Occupational Specialties; o Military members who perform financial management tasks, but are not in FM Occupational Specialties
? All FM positions will be assigned Level 1, Level 2, or Level 3
? No grandfathering ? no incumbent DoD FM members achieve certification "automatically"; all must achieve certification
? Two years to achieve certification from date of notification
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