HC1047-16-R-4008_-_Attachment_2-1_-_Certifications_Requirement.pdf

Level II Certification Guide

Type of Assignment Representative Activities Cost Estimator Applies the cost estimating process in the construction of a cost estimate

Core Certification Standards (Required for DAWIA certification.)

Acquisition Training ACQ 202 Intermediate Systems Acquisition, Part A ACQ 203 Intermediate Systems Acquisition, Part B (R)

Functional Training

BCF 204 Intermediate Cost Analysis (R) BCF 206 Cost Risk Analysis (R) BCF 215 Operating and Support Cost Analysis (R) BCF 220 Acquisition Business Management Concepts BCF 225 Acquisition Business Management Application (R) CLB 026 Forecasting Techniques CLB 030 Data Collection and Sources

Education

Baccalaureate degree (any field of study) 3 semester credit hours from a calculus course 21 semester credit hours in any combination of the following fields of study: operations research, economics, mathematics, chemistry, physics or other sciences where the utilization of advanced mathematical skills in geometry, trigonometry, statistics, probability, and/or quantitative analysis

Experience 4 years of acquisition experience in cost estimating

Core Plus Development Guide (Desired training, education, and experience.) Type of Assignment

Training Cost Estimator ACQ 265 Mission-Focused Services Acquisition (R)

BCF 207 Economic Analysis (R)

CLC 007 Contract Source Selection

CLC 008 Indirect Costs

CLC 104 Analyzing Profit or Fee

CLL 015 Product Support Business Case Analysis (BCA)

CLL 017 Introduction to Defense Distribution

CLM 012 Scheduling

CLM 014 IPT Management and Leadership

CLM 024 Contracting Overview

CLM 032 Evolutionary Acquisition

EVM 262 EVMS Validation and Surveillance (R)

EVM 263 Principles of Schedule Management (R)

ISA 101 Basic Information Systems Acquisition

LOG 101 Acquisition Logistics Fundamentals

PMT 251 Program Management Tools Course, Part I

PMT 257 Program Management Tools Course, Part II

Education Baccalaureate degree in engineering, statistics, or other Math intensive field of study

Experience 4 years of acquisition experience in Cost Estimating http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=1998 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=1999 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=12 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=14 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=84 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=1932 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=1933 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=1250 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=1701 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=148 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=15 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=230 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=237 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=239 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=244 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=279 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=234 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=242 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=249 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=280 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=1909 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=1910 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=2042 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=47 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=1716 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=1735

Level III Certification Guide

Type of Assignment Representative Activities

Cost Estimator Performs analyses and estimates for a variety of programs and takes on management activities to ensure cost analysis is conducted properly

Core Certification Standards (Required for DAWIA certification.)

Acquisition Training Acquisition Training identified at level II must have been completed

Functional Training

Functional Training identified at Level II must have been completed BCF 302 Advanced Concepts in Cost Analysis (R) CLB 023 Software Cost Estimating CLB 029 Rates

Education

Baccalaureate degree (any field of study) 3 semester credit hours from a calculus course 21 semester credit hours in any combination of the following fields of study: operations research, economics, mathematics, chemistry, physics or other sciences where the utilization of advanced mathematical skills in geometry, trigonometry, statistics, probability, and/or quantitative analysis

Experience 7 years of acquisition experience in cost estimating

Core Plus Development Guide (Desired training, education, and experience.) Type of Assignment

Training Cost Estimator ACQ 450 Leading in the Acquisition Environment (R)

ACQ 451 Integrated Acquisition for Decision Makers (R)

ACQ 452 Forging Stakeholder Relationships (R)

PMT 352A Program Management Office Course, Part A

PMT 352B Program Management Office Course, Part B (R)

Education Graduate degree in engineering, statistics, or other Math intensive field of study

Experience 7 years of acquisition experience in Cost Estimating http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=1699 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=434 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=1700 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=140 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=141 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=142 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=108 http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=91

In iti al C er tif ic at io n

Re qu ire m en ts FM Competencies

Financial Management Systems 3 8

Decision Support 3 8

Accounting Analysis OR Financial Management Analysis 3 10

Budget Formulation, Justification and Presentation OR Budget Execution 3 10

Concepts, Policies and Principles of Primary Track 3 10 (Accounting or Audit or Budget or Finance or Commercial Pay or Payroll)

Fundamentals and Operations of Alternate Track 1 6 (Accounting or Budget or Finance or Military and Civilian Pay)

Leadership Competencies Based on the DoD Civilian Leader Development Continuum - Lead Teams/Projects Level Team Building Accountability Decisiveness Influencing/Negotiating DoD Mission and Culture 10

Other Required Courses Audit Readiness Ethics Fiscal Law 9

Total Course Hours 71

Experience At least 4 years of FM experience, with 2 years in DoD FM 4 Yrs

Continuing Education and Training (CETs) 60 Hrs / 2 Yrs

DoD FM Certification Requirements Proficiency

Level Course Hours

Flip this sheet over for detailed descriptions of each requirement.

Search for courses on FM myLearn at https://fmonline.ousdc.osd.mil/FMmyLearn/Default.aspx

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

Fundamentals and Operations of Alternate Track (Accounting, Budget, Finance, or Military and Civilian Pay) | 6 Course Hours | Proficiency Level 1 Your Alternate Track is a subject area other than your Primary Track. When you select an Alternate Track, you gain a basic understanding of the fundamentals of a subject area outside your realm of expertise. Work with your supervisor to determine which Alternate Track is right for you. At level 2, you are required to complete 6 course hours at Proficiency Level 1 (or higher) aligned to one of the following competencies:

Accounting, Budget, Finance, or Mil & Civ Pay.

Leadership Competencies | 10 Course Hours | Lead Teams/Projects The DoD already has an established competency-based leadership development framework through the DoD Civilian Leader Development Continuum. The DoD FM Certification ties its leadership development to this continuum by requiring 10 course hours in competencies that fall under “Lead Teams/Projects” level on the continuum as listed on the front of this document. Visit http://go.usa.gov/BdQC for more information.

OTHER REQUIRED COURSES - Audit Readiness, Ethics, and Fiscal Law | 9 Course Hours The certification provides a mechanism for consistent training and development in the key areas of audit readiness, ethics, and fiscal law to help establish a common understanding across the DoD financial commu-nity. These courses are automatically populated in your curriculum within the DoD FM LMS.

Experience – 4 Years of FM Experience – You are required to have four years of total experience in FM, with at least two years in DoD financial management.

Continuous Learning – 60 CETs every two years – After earning your FM Certification Level 2, you are required to complete 60 hours of Continuing Education and Training (CETs) every two years. To learn what counts as a CET, reference the FAQ documents available on FM Online.

Recommended Experience, Education, and Training – Recommended, but not mandatory at this level is a 3-month developmental assignment, work toward a bachelor’s degree, and completion of one of the DoD approved test-based certifications. A developmental assignment is generally considered work outside your current Primary Track. Previous work in another career track may fulfill this requirement and work performed within the same Primary Track, but at a different organizational level may also fulfill this requirement.

Key to your success in this program is working with your supervisor to understand what you’ll need to accomplish to earn your certification. FM Online houses a variety of training resources to help you get started. By understanding your requirements, you’ve already taken the first step. If you have questions, please contact your organization’s FM certification program POC.

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

DoD FM Certification Requirements

Financial Management Systems | 8 Course Hours | Proficiency Level 3 Understanding automated processes within FM systems is an important skill for the 21st century workforce. This program requires 8 course hours at Proficiency Level 3. FM Systems training must fall into one of eight areas: Accounting, Managerial Cost Accounting, Funds Management and Budgetary Resources Management, Funds Balance with U.S.

Treasury, Travel, Payroll (Mil & Civ), Enterprise Resource Planning, Budget Formulation and Planning Programming, Budgeting, and Execution.

Decision Support | 8 Course Hours | Proficiency Level 3 Stronger analytical thinking and improved decision support results in more thorough, accu-rate information delivered to our leaders. This program requires training in decision support to ensure you have the skills you need to deliver financial information to your supervisors, customers, and commanders. Level 2 Certification requires 8 course hours in Decision Support at Proficiency Level 3.

Accounting Analysis OR Financial Management Analysis | 10 Course Hours | Proficiency Level 3 Certification Level 2 requires you to enhance your analysis of FM information using business tools and applications to provide recommendations on FM issues. Training at this level includes 10 course hours aligned to Accounting Analysis or Financial Management Analysis competencies at Proficiency Level 3.

Budget Formulation, Justification & Presentation OR Budget Execution 10 Course Hours | Proficiency Level 3 Developing a budget and knowing how to properly allocate funds according to regulations is vital to solving constant resource challenges. Certification Level 2 requires you to complete 10 course hours at Proficiency Level 3 in the following budget-related competencies: Budget Formulation, Justification and Presentation or Budget Execution.

Concepts, Policies & Principles of Primary Track (Accounting, Audit, Budget, Finance, Commercial Pay, or Payroll) | 10 Course Hours | Proficiency Level 3 Your Primary Track is normally tied to your occupational series/specialty, or to the subject area in which you are currently working. When you select a Primary Track, you are focusing your development on one facet of financial management to help you grow your expertise in that subject matter. Work with your supervisor to determine which Primary Track is right for you. At level 2, you are required to complete 10 course hours at Proficiency Level 3 aligned to one of the following competencies: Accounting, Audit, Budget, Finance, Commercial Pay, or Payroll.Co m pe te nc y-ba se d

Tr ai ni ng

Level Two http://go.usa.gov/BdQC http://go.usa.gov/BdQC https://fmonline.ousdc.osd.mil

In iti al C er tif ic at io n

Re qu ire m en ts FM Competencies

Financial Management Systems 5 4 Decision Support 5 10 Accounting Analysis AND Financial Management Analysis 5 12 Budget Formulation, Justification and Presentation AND Budget Execution 5 12 Advanced Financial Management 5 12 Concepts, Policies and Principles of Alternate Track 3 10 (Accounting or Audit or Budget or Finance or Commercial Pay or Payroll)

Leadership Competencies Lead People, Lead Organizations/Programs, or Lead the Institution Level 12

Other Required Courses Audit Readiness Ethics Fiscal Law Courses 9

Total Course Hours 81

Experience At least 8 years of FM experience, with 2 years in DoD FM At least one 3-month Developmental Assignment 8 Yrs Continuing Education and Training (CETs) 80 Hrs / 2 Yrs

DoD FM Certification Requirements Proficiency

Level Course Hours

Flip this sheet over for detailed descriptions of each requirement.

Search for courses on FM myLearn at https://fmonline.ousdc.osd.mil/FMmyLearn/Default.aspx

Level Three

Concepts, Policies & Principles of Alternate Track (Accounting, Audit, Budget, Finance, Commercial Pay, or Payroll) | 10 Course Hours | Proficiency Level 3 Your Alternate Track is a subject area that falls outside your occupational series/specialty. At this level, you will move beyond basic knowledge in your selected Alternate Track by taking training in that competency aligned to Proficiency Level 3 (or higher). You are required to complete 10 course hours focused on one of the following competencies: Accounting, Audit, Budget, Finance, Commercial Pay, or Payroll.

Leadership Competencies | 12 Course Hours | Lead People, Lead Organizations/Programs, or Lead the Institution The Department already has an established competency-based leadership development framework through the DoD Civilian Leader Development Continuum. The DoD FM Certification ties its leadership development to this continuum by requiring 12 course hours in competencies that fall under the “Lead People,” “Lead Organizations/Programs,” or “Lead the Institution” levels on the continuum as listed on the front of this document.

Visit http://go.usa.gov/BdQC for more information.

OTHER REQUIRED COURSES - Audit Readiness, Ethics, and Fiscal Law | 9 Course Hours The certification provides a mechanism for consistent training and development in the key areas of audit readiness, ethics, and fiscal law and helps to establish a common understanding of these concepts across the DoD financial community. These courses are automatically populated in your curriculum within the DoD FM LMS.

Experience – 8 Years of FM Experience – 3-month Developmental Assignment - Certification Level 3 requires eight years of total experience in financial management, with at least two years in DoD financial management. Additionally, at this level you are required to complete at least one 3-month developmental assignment. A developmental assignment is generally considered work that is outside your current Primary Track.

Previous work in another career track may fulfill this requirement and work within the same track, but at a different organizational level may also fulfill this requirement. Your organization has the flexibility to determine what qualifies as a developmental assignment, so check with your supervisor or your organization’s FM Certification POC for specific guidance.

Continuous Learning – 80 CETs every two years - After you complete your certification, the journey continues through the program’s requirement to earn Continuing Education and Training hours, or CETs. After earning your FM Certification Level 3, you are required to complete 80 hours of education and training every two years. To learn what counts as a CET, reference the FAQ document available on FM Online.

Recommended Education and Training – Recommended, but not mandatory at this level is work toward a master’s degree and completion of one of the DoD-approved test-based certifications.

Key to your success in this program is working with your supervisor to understand what you’ll need to accomplish to earn your certification. FM Online houses a variety of training resources to help you get started. By understanding your requirements, you’ve already taken the first step. If you have questions, please contact your organization’s FM certification program POC.

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

DoD FM Certification Requirements Financial Management Systems | 4 Course Hours | Proficiency Level 5 Understanding financial systems from an enterprise perspective is a critical skill for the 21st century leader. The certification program emphasizes this competency by requiring 4 course hours at Proficiency Level 5. FM Systems training must fall into one of these eight areas:

Accounting, Managerial Cost Accounting, Funds Management and Budgetary Resources Management, Funds Balance with U.S. Treasury, Travel, Payroll (military and civilian), Enterprise Resource Planning, Budget Formulation and Planning Programming, Budgeting, and Execution (PPBE).

Decision Support | 10 Course Hours | Proficiency Level 5 Stronger analytical thinking and improved decision support results in more thorough, accurate information delivered to our leaders. The certification program requires training in decision sup-port to ensure you have the right tools in your toolkit when it comes to delivering financial infor-mation to DoD FM senior leaders. The certification requires you complete 10 course hours in Decision Support at Proficiency Level 5.

Accounting Analysis AND Financial Management Analysis 12 Course Hours | Proficiency Level 5 Certification Level 3 requires you to cultivate expert knowledge in analysis and evaluation of data related to accounting, budget, finance, and program management to create performance metrics and recommendations to improve processes in DoD FM. Training at Certification Level 3 includes 12 total course hours in courses aligned to Accounting Analysis and Financial Management Analysis competencies at Proficiency Level 5. At least one-third of training in this requirement must come from one competency, with the balance in the other.

Budget Formulation, Justification & Presentation AND Budget Execution 12 Course Hours | Proficiency Level 5 Developing a budget, as well as knowing how to properly allocate funds in accordance with regulations is vital to solving constant resource challenges in the DoD. Certification Level 3 requires you to incorporate 12 hours of education and training in a budget-related competency:

Budget Formulation, Justification, and Presentation and Budget Execution. These course hours are aligned to Proficiency Level 5. At least one-third of training in this requirement must come from one competency, with the balance in the other.

Advanced Financial Management | 12 Course Hours | Proficiency Level 5 Training in this advanced skillset is only required at Certification Level 3. Courses aligned to this competency serve to hone your ability to interpret and improve standard processes/proce-dures to ensure transparency and compliance with regulations, legislative statutes, and leader-ship guidance. The certification requires you complete 12 course hours in Advanced Financial Management at Proficiency Level 5.

C om pe te nc y-ba se d Tr ai ni ng Level Three