Security Assistance Management
Financial Management Course
SAM-CF
(5 Class Days)

Objective

The Financial Management Course (SAM-CF) is designed to provide personnel who are directly involved in or concerned with foreign military sales (FMS) pricing, funds management, and billing, a comprehensive understanding and application of the policies, methods, systems, and actions necessary for the effective financial management of FMS cases.

Course Description

The course encompasses a broad variety of topics, including the Arms Export Control Act and other statutory requirements; Department of Defense (DoD) implementing directives and manuals; FMS pricing of materiel and services; flow and accounting of funds; the FMS trust fund; obligation and expenditure authority; payment schedules; performance reporting and reimbursement, including the FMS delivery transaction, FMS billing statement (DD Form 645), Defense Finance and Accounting Service Denver and Indianapolis Centers (DFAS) feedback reports, the Defense Integrated Financial System (DIFS); and case reconciliation, and closure.  The course is interspersed with studies of the organizations and functions concerned, including the military departments (MILDEPs) and the DFAS, and their interrelationship and involvement.  Click on Continuous Learning Points for the SAM-CF 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 (USG) employees are eligible.  USG employees include U.S. civilians GS-5 to GS-14, U.S. military E-7 to O-5, and support contractor equivalents.

Personnel should be assigned to positions in SA management, such as program/case managers, comptrollers, budget, accounting, and financial specialists, and pricePersonnel should be assigned to positions in SA management, such as program/case managers, comptrollers, budget, accounting, and financial specialists, and price and cost analysts from such organizations as DoD comptroller-finance offices, FMS case implementing agencies, the Defense Security Cooperation Agency (DSCA), the DFAS-AY/DE, MILDEP financial centers, and the Defense Logistics Agency (DLA).

Graduation from the DISAM Security Assistance Management CONUS Course (SAM-C) or DISAM Security Overseas Course (SCM-O) is a prerequisite.  This prerequisite may be met by constructive credit for SAM-C or SCM-O.  It is not recommended that personnel attend SAM-CF until at least six months after graduation from a previous DISAM course.

This course can be repeated every three years as a refresher and to obtain updates on new policies and procedures.Director, Management Studies (DISAM/DM).

Applying for Admission

Prospective military and civilian students in the MILDEPs and DoD should request admission using the training or educational procedures of their departments/agencies.  The Defense Management Education and Training Catalog, DoD 5010.16-C, procedures apply.  Personnel from other federal government organizations should coordinate their applications through their respective agencies and submit their applications directly to DISAM at e-mail registrars@disam.dsca.mil, FAX COMM: (937) 255-3441, DSN: 785-3441, or mail to DISAM/DAS, Building 52, 2475 K Street, Wright-Patterson Air Force Base, OH 45433-7641.

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-CF is a Level FOUR Course.

DISAM pays all CONUS travel expenses for USG personnel (from point of entry CONUS to Wright-Patterson Air Force Base, OH); non-CONUS travel related expenses are covered by exception only and must be approved in advance.  DISAM also does not pay for the use of rental cars while in residence at courses; however, there is a shuttle van service from the student’s quarters to area eating establishments.  The shuttle van service is free of charge for all DISAM students.  Shuttle van service is also provided between student’s quarters and the DISAM class building.

An SF 182 is not required for this course.  Each student is required to submit a student registration application.

Requests for attendance must go through the following:

USAF

All other resident courses

HQ AMC civilians only EXCEPT USASAC
HQ Army Materiel Command, 9301 Chapek Rd, Ft Belvoir VA 22060-5527
 DSN 656-8139/Comm 703-806-8139/FAX 8860

USASAC military and civilians

DSN 656-2364

All other commands civilian only (EXCEPT SATFA)
HQ TRADOC/ODCST-ATTG-MO, Bldg 259, 351 Fenwick Rd, Ft Monroe, VA 23651
 DSN 680-2053/Comm 757-788-2053

SATFA civilians
SATFA/CPAC, DSN 680-2457/Comm 757-788-2457

All military for AMC commands only
HQ Army Materiel Command G3, 9301 Chapek Rd, Ft Belvoir VA 22060-5527
DSN 656-8388/Comm 703-806-8388

All other commands, Officers only
USA Human Resources Command/AHRC-OPF-L, 200 Stovall St, Alex VA 22332
DSN 221-3159/Comm 703-325-3159

All other commands, Enlisted only
USA Human Resources Command/AHRC-EPF-S, 2461 Eisenhower Ave, Alex VA 22331
DSN 221-4596/Comm 703-325-4596

USN
All classes:
Navy IPO
Washington Navy Yard
ATTN: IPO-02C2T
1250 10th Street, S.E., Bldg W200
Suite 2000
Washington, DC 20374-5165
COMM: 202-433-5469/5474
DSN: 288-5469/5474
FAX: 202-433-6703/6672

USMC
 All classes:
Marine Corps Security Cooperation Group (MCSCG)
937 Atlantic Ave Fort Story, VA 23459-0007
Comm: 757-962-4430 ext 2279
DSN: 438-4430 ext 2279

USCG
 All classes
COMDT COGARD/G-CI, 2100 2nd St SW, Wash DC 20593-0001
202-372- 4490

DFAS
 
 DFAS-IN, 8899 East 56th Street, Indianapolis, Indiana 46249
  310-510-1199

DLA
 All classes
DLA Training Center, Bldg 11, Section 5, 3990 E Broad St, Columbus OH 43216
DSN 850-5985/Comm 614-692-5985

DSADC
DSN 430-9088/Comm 717-605-9088

DCMA
 Ft. Lee, VA
Comm 804-734-1170

 DIA
Comm 202-231-6296

 DSCA
703- 601-3857

 NSA
 9800 Savage Rd, Ft Meade MD 21060-6822
 410-854-6267

What if I’m told that quotas are not available? 

DISAM wants to help the potential student in obtaining a quota for the appropriate DISAM course.  If a student has applied for a DISAM course utilizing the approved procedures listed above and has been told the class is full or there are no available quotas remaining for your service, please contact the office of the DISAM registrar at DSN 785-4144/Comm (937) 255-4144 or use our e-mail registrars@disam.dsca.mil.  The registrar's office will take your information and provide it via e-mail to your appropriate service representative for possible scheduling.  You will be instructed to provide all the required paperwork to your service representative and to the DISAM registrar.  If you have not received a quota within 30 days prior to the course start date, contact the DISAM registrar's office again.  The registrar will fill all unused quotas on a first come first served basis to qualified candidates.

Course Offerings

 COURSES

 START DATE END DATE
SAM-CF-2-12  5/14/2012  5/18/2012 
SAM-CF-3-12  9/10/2012  9/14/2012 

 Security Clearance

None required.

Classes and Hours

SAM-CF classes are held daily. 0830 and 1600, (0800 start on Day 1) with appropriate periods for research and study.  The course will be completed by 1200 on Friday.  Due to increased airport security, commercial airline departures may be scheduled after 1400 on the final class day.  Early departures are not authorized except in a bona fide emergency.

Syllabus

The syllabus which follows is organized to reflect daily classroom activities.  Each lesson is identified by title, general content, and number of classroom hours. Due to the financial calculations required in some lessons, students should bring a calculator to aid in problem solving.

Day 1

Administrative Orientation.  Covers basic DISAM operating policies and procedures and in-processes students.  .5 hour

Course Introduction.  Covers course requirements for graduation, emphasizing course outline and reading assignments.  1 hour

FMS Funds Management.  A detailed examination of FMS funds management concepts and procedures to include case funding methodology, the FMS trust fund and associated clearing accounts, budget, obligation and expenditure authority, financial forecasting requirements and case financial management.  2 hours

FMS Pricing.  A detailed examination of pricing principles and methodology pertaining to the base cost of articles and services and various authorized charges.  3 hours

Day 2

FMS Pricing.  A detailed examination of pricing principles and methodology pertaining to the base cost of articles and services and various authorized charges.  1 hour

FMS Performance Reporting.  Examines the FMS billing cycle from initial delivery reporting requirements through case closure procedures with emphasis on the FMS Delivery Transaction and FMS Billing Statement (DD Form 645).  2 hours

FMS MILDEP Unique Financial Workshop.  In service-unique workshops, students apply pricing/funds principles and methodologies through a practical exercise.  3 hours

Day 3

FMS MILDEP Unique Financial Workshop.  In service-unique workshops, students apply pricing/funds principles and methodologies through a practical exercise  Students will also discuss DSAMS management reports relevant to case managers.  3 hours

 DSAMS Financial Management Products. This class will acquaint students with the Financial Management Products available in DSAMS.  3 hours.

Day 4

FMS MILDEP Unique Workshop.  Conducted in service-unique workshops where students discuss service database interfaces and relationships current financial issues and FMS financial documents of selected FMS cases.  3 hours

Current Issues in FMS Financial Management.  A guest speaker from the Office of the Under Secretary of Defense (Comptroller), Defense Security Cooperation Agency (Comptroller), Defense Finance and Accounting Service (HQ), or the Defense Finance and Accounting Service-Denver Center discusses current FMS topics as they relate to financial management.  3 hours

Day 5

Case Writing Divisions (CWD) Financial role.  This class will introduce the students to the financial role of CWD.

 FMS Data Systems Update.  A discussion and demonstration of data systems and automation tools available to aid in financial management. Included are DISAM and DSCA web pages, the Security Cooperation Information Portal (SCIP) and the Defense Integrated Finance System (DIFS). 2 hours

DISAM Survey.  .5 hour.

Course Conclusion.  .5 hour

Last Updated: 10/19/2011