Security Assistance
Management
Case Reconciliation and Closure Course
SAM-CR
(5 Class Days)
Objective
The Case Reconciliation and Closure Course (SAM-CR) is designed to provide personnel who are directly involved or concerned with foreign military sales (FMS) case and financial management a comprehensive understanding and application of the policies, methods, systems, and actions necessary for effective and continuous case and line reconciliation from implementation through final closure.
Course Description
The SAM-CR course is currently available only as an on-site course at a specific customer location. This course encompasses a broad variety of topics including statutory requirements, DoD directives and manuals, military department (MILDEP) directives and manuals; an overview of FMS processes, including financial processes of pricing, funds management, and billing; as well as an overview of the Defense Finance Accounting System (DFAS) case reconciliation and closure processes. A presentation from the Defense Security Cooperation Agency (DSCA) discusses case financial management and both accelerated and enhanced accelerated closure from the DSCA perspective. MILDEP unique workshops make up the majority of course hours and are designed to provide hands on training in the tools available to MILDEP and DoD agency case and financial managers.
The course is conducted in two basic formats. The first two days consist of classroom lecture and discussion covering the topics of FMS process, FMS financial management, the DoD Reconciliation and Closure Manual, a DFAS perspective and a DSCA perspective on case reconciliation and closure. The remaining two and one half days are conducted as unique MILDEP workshops where the tools available for ongoing case reconciliation and ultimately closure are demonstrated, discussed, and analyzed in terms of exercises utilizing the MILDEP unique data systems and products. Click on Continuous Learning Points for the SAM-CR course for Acquisition and other Professional Development Program points which can be acquired.
International Affairs Certification Program (IACP)
The Department of Defense International Affairs, Certification Program Guidelines dated 28 April 2008, set forth standardized certification guidelines for the International Affairs Certification Program (IACP). Workforce members are required to meet the mandatory standards of education, training, and experience in order to achieve each of three levels of certification. Certification is not required for filling IA positions, but it does readily identify those individuals who have completed specific training, education, and experience thresholds. Certification is available to military and civilian personnel. For more information click here. This course is a Level II or Level III.
Eligibility Criteria
Only U.S. government employees are eligible. U.S. government employees are defined as U.S. civilians (GS-5 - GS-14 and YA/YC-01/03), and U.S. military (E-7 to O-5), and support contractor equivalents.
Graduation from the DISAM Security Assistance Management CONUS Course (SAM-C) is a prerequisite. This prerequisite may be met by constructive credit for SAM-C
Requests for waivers of the above criteria will be reviewed on an individual basis by the Director, Management Studies (DISAM/DM).
Applying for Admission
Because this course is only offered as an on-site course at a specific customer location, DISAM will fund up to 40 percent of the students for travel to the on-site location and DISAM will also fund the travel of all instructors to the on-site location. Currently scheduled on-site offerings are posted below.
Requests for DISAM courses will be compared with individual training requirements prescribed by organizations within the Security Cooperation Workforce Database (SCWD). Military service quota managers and supervisors endorsing training requests should validate individual training requests from the SCWD prior to submitting a student nomination for training. Requests for training above the required level for the prospective student’s position will be allocated on a “space available” basis. DISAM may also “bump” requests for “desired” training to accommodate “required” training as designated within SCWD. For further information on SCWD please contact your military service/agency POC, your organizational quota manager or the DISAM Registrar..
SCWD levels of training are:
Level One – Security Cooperation Familiarization (online training).
Level Two – Security Cooperation Orientation Course (primarily online training).
Level Three – Security Cooperation management courses (resident).
Level Four – Security Cooperation advanced courses (resident).
SAM-CR is a Level FOUR Course.
Requests to schedule a SAM-CR on-site course should go to:
DISAM SAM-CR Course Manager
COMM: (937) 255-8270
DSN: 785-8270Course Offerings
Service Dates Organization Location
US Army 16 - 20 April 2012 USASAC New Cumberland, PA US Navy 5-9 March 2012 NAVSUP WSS Philadelphia, PA US Air Force 23-27 July 2012 WR-ALC Warner Robins, GA Security Clearance
None required.
Classes and Hours
SAM-CR classes are held daily, except weekends and holidays, and normally are scheduled between the hours of 0830 to 1600, Monday through Thursday and 0830 to 1130 on Friday (as required.) Due to increased airport security, commercial airline departures may be scheduled within two hours of ending the final class. Early departures are not authorized except in a bona fide emergency.
Syllabus
This course is designed to provide the student the tools for on-going case reconciliation eventually leading to a more expeditious case closure. It provides an academic overview of the FMS processes, financial management of FMS cases, and case reconciliation and closure from the DoD perspective; and via specific military department workshops, hands-on training in case reconciliation methodology available to military department and DoD agency case and financial managers. By virtue of the unique data systems utilized by each of the MILDEPs (SAMIS/CMCS, CISIL/PBAS, STARS/MISIL), the topics and presentation media will vary in the workshop phase.
Day 1
Administrative Orientation. Covers basic DISAM operating policies and procedures and in-processes students. 0.5 hour
Course Introduction. Covers course requirements for graduation, emphasizing course outline, and reading assignment. Also includes an overview of FMS financial management and selected topics. 0.5 hour
FMS Process and Financial Overview. 3 hours
DoD Reconciliation and Closure Manual. 2.5 hours.
Day 2
Case Reconciliation and Closure DFAS Processes. 3 hours
Case Reconciliation and Closure DSCA Perspective. 3.5 hours
Day 3
MILDEP and Agency Workshop. 6.5 hours
Day 4
MILDEP and Agency Workshop. 6.5 hours
Day 5
(as required)MILDEP and Agency Workshop. 2.5 hours
Graduation and Closing Remarks
Last revised: 07/17/2009