TAB v - Using FDM [Slides]

7/21/2019 TAB v - Using FDM [Slides]

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https://www.fdm.army.mil1

Using Financial Disclosure

Management (FDM)

Office of the General CounselEthics & Fiscal

April 2011

Director, [email protected]

Deputy Director, [email protected]

1777 N. Kent Street, Suite 2000Arlington, VA 22209

Secure, profess ional SF/OGE 278 & OGE 450 reportin g


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Using FDM Top ics

Financial Disclosure Report

Process Terminology

Navigating FDM

FDM Web Site & Resources FDM 450

FDM 278

Ethics Training Management Reports

Software tool to help do jobbetter, easier, faster-

streamline the financial

disclosure reporting, review, &

storage process.

Simple goalreplace paper-

based process with an efficient,

accurate, & more secure one.


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Financ ial Disc losu re Repo rt Process

Management/FDR Program Administration

Identify Filers Notify Filers, Supervisors

Collect reports (e.g., OGE 278, OGE 450)

Due dates, deadlines, extensions

Records

Report Reviews

Remind Supervisors

Ethics official Technical review OGEs 60-day rule

Report reconciliation review

Conflict of interest analysis

Certification/signature


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W3IFM?

Tool available 24 x 7 to delegate/assign helpers

Administration delegation, report monitoring

Remind & notify Filers, Supervisors tools

Supplemental information and reporting examples

Improved paperless report processing, monitoring

Reports

Comparison view for report reconciliation reviews

Screening capability, e.g., paralegal reviewers

Complete online, store notes Purge at record retention expiration


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OGE Review FDR Prog ram

Office of Government Ethics (OGE): A Vision for EthicsProgram Management: Benchmarking Success,December 2010,http://www.usoge.gov/ethics_docs/office_agency_prog/rpcabinet_benchmarking.pdf

OGE Report: Elements of a Successful Financial

Disclosure Program, March 2009,http://www.usoge.gov/ethics_docs/office_agency_prog/prdrptfocused_0309.pdf

OGE Checklist of Ethics Materials, January 2011,http://www.usoge.gov/ethics_docs/office_agency_prog/prdchecklist.pdf

OGE Tips on Preparing for an Ethics Program Review,

November 2002,http://www.usoge.gov/ethics_docs/office_agency_prog/prdreviewtips.html
http://www.usoge.gov/ethics_docs/office_agency_prog/rpcabinet_benchmarking.pdfhttp://www.usoge.gov/ethics_docs/office_agency_prog/prdrptfocused_0309.pdfhttp://www.usoge.gov/ethics_docs/office_agency_prog/prdchecklist.pdfhttp://www.usoge.gov/ethics_docs/office_agency_prog/prdreviewtips.htmlhttp://www.usoge.gov/ethics_docs/office_agency_prog/prdreviewtips.htmlhttp://www.usoge.gov/ethics_docs/office_agency_prog/prdchecklist.pdfhttp://www.usoge.gov/ethics_docs/office_agency_prog/prdrptfocused_0309.pdfhttp://www.usoge.gov/ethics_docs/office_agency_prog/rpcabinet_benchmarking.pdf


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Office of Government Ethics (OGE) approved, secure, web-based application that improves the financial disclosure report

preparation, filing, and review process: TurboTaxlike

Guides filer through questions about reportable financialinformation

Flags missing and incorrect information

Starts each report with prior report information prepopulation

Reduces common errors

Increases data accuracy

Report Comparefor reviewers (when filer has 2 or more reports

in FDM) Paperless report and online review with eSignature using

Common Access Card (CAC)

FDM is . . .

Softw are too l . . .


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Benef i ts

Only a filer and his/her review chain can see the report. All

personal information is protected through the use of security

features such as SSL 128-bit encryption and user authentication.

Efficient

Accurate

Secure

Report wizard leads users through the report form filling and review

process. FDMs paperless workflow eliminates the physical hand-

offs between filers and reviewers. Second time filers prepopulate

reports from earlier ones. Reviewers have a report Compare for

repeat filers (2 reports in FDM).

Incorporates Office of Government Ethics (OGE) business rules

ensuring accurate and consistent reports.

Convenient access via InternetAccess

. . . assist reviewers get to Con fl ict o f Interest analysis

Named an OGE Agency Mo del Pract ice in 2009:http://www.usoge.gov/ethics_docs/agency_model_prac/efiling_fin_discl.aspx
http://www.usoge.gov/ethics_docs/agency_model_prac/efiling_fin_discl.aspxhttp://www.usoge.gov/ethics_docs/agency_model_prac/efiling_fin_discl.aspx


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Expectat ions

EventualDoD/Agency-wide use

Improved FDR processing/reviewing/approval

Extract certain statistics for annual agency reportto OGE due (1 Feb), e.g.,

Number of Filers required to file Number actually filed

Number required to receive training

Record annual ethics training for Filers


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FDM Users

9

Department of Defense

Army (Executive Agent) Other Military Services Defense Information System

Agency

Defense Contract ManagementAgency

Defense Logistics Agency National Geospatial Intelligence

Agency (2011)

Defense Finance & AccountingService (2011)

Defense Intelligence Agency(pending)

Executive Branch

OGE (2006)Veterans Affairs (2006)Center for Disease Control

(SGEs, 2007)

Homeland Security (2011)

Federal Bureau ofInvestigation (2011)



Statist ics

Army developed; has used successfully since 2004 Over 223,000 OGE 450 reports submitted (over 90,000 so far in 2011)

Over 7,500 SF 278 reports submitted

Over 105,000 Confidential and Public Filers use FDM

Over 95,000 of the registered Filers are DoD

Some non-DoD registered Filers

Office of Government Ethics

The U.S. Department of Veterans Affairs, over 7,000 filers

Centers for Disease Control and Prevention piloting to Special Government

Employee Filers Department of Homeland Security

10



11

OGE 278 Rev iewer Guidehttps://www.fdm.army.mil/documents/rf278guide_04.pdf

FDM incorporates the OGE

Financial Disclosure rules (5

CFR 2634), repo rt

inst ruct ions, & Joint Eth ics

Regulatio n, Chapter 7,

Financial Disclos ures
https://www.fdm.army.mil/documents/rf278guide_04.pdfhttps://www.fdm.army.mil/documents/rf278guide_04.pdf



12

Web Site Homehttps://www.fdm.army.mil

Narrated tour: https://www.fdm.army.mil/PM_Reference_Docs/GCFDMIntro/GCIntro.html
https://www.fdm.army.mil/https://www.fdm.army.mil/PM_Reference_Docs/GCFDMIntro/GCIntro.htmlhttps://www.fdm.army.mil/PM_Reference_Docs/GCFDMIntro/GCIntro.htmlhttps://www.fdm.army.mil/



13

Help Resources

Scroll to seesimilar OGE450

resources



14

Understand ing FDM

Role based a user has one or more roles thatdetermine what that user may do/see in FDM

SF 278/OGE 450 Process Flow for reported

information Structure FDM connects reported information to

filers & authorized reviewers Organizations org units connect filers,

reviewer/supervisors, legal community users, &report certifiers



15

Key FDM 278 User Ro les

DAEO 278 certifying authority

SLC Senior Legal Counsel (e.g., General Counsel, StaffJudge Advocate) at Command, organization

SLC EC Ethics Counselor (e.g., often an additional duty for amember of OSJA)

SLC AssistantAssists SLC/SLC EC manage report progress Supervisor Filers Supervisor (Joint Ethics Regulation (JER)

requires Supervisor review the financial disclosure (except forTermination reports))

Filer files an SF/OGE 278

Filer Assistant optional; may draft Filers report; cannot eSign

for Filer; cannot amend for Filer



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Key FDM 450 User Ro les 450 Certifier local approving authority for OGE 450

450 Certifier EC

450 Assistant often Ethics paralegal who screens reports; assistsmanage organization use

450 POC organization point of contact (POC) for managing organizations

OGE 450 filers/supervisors in FDM; supports 450 Certifier

Supervisor Filers Supervisor (Joint Ethics Regulation (JER) requires

Supervisor review the financial disclosure) Filer files an OGE 450

Filer Assistant optional; may draft Filers report; cannot eSign for

Filer; cannot amend for Filer

SLC Senior Legal Counsel (e.g., General Counsel, Staff Judge Advocate)at Command, organization

SLC EC Ethics Counselor (e.g., often an additional duty for a memberof OSJA)

Appoints 450 Certifier for Org Unit (Admin | 450 Certifiertab)


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Org Units

Org Unit

Org Unit hierarchically connects:

Filer

Reviewer/Supervisor

Other Reviewer (Legal Advisor FDM 278)

Certifier (450 Certifier; DAEO (278s))

Org Unit POC (assists with registering/managingFilers and org units in FDM)

Org Unit

Org UnitOrg Unit

Org UnitOrg UnitOrg Unit


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Role & Relat ionsh ips to Fi lers via Org Unit

Org

Unit

POC

Aide

SJA

EC

DAEO

450 Certif ier*

450 Cert i f ier Assistan t

450 Certif ier EC

* If OGE 450 Filers in the Org Unit

POC

Only FDM users in (or associated

with) a Filers report review chainmay access the repor t .


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https://www.fdm.army.mil

Key Features - Fi lers

Filers can prepare the report themselves or add anassistant who can draft it

A report wizard & progress bar guides the Filer throughwith questions and tailored help

Pre-population simplifies the filing: Filers carry forward previous report data to their next reports edit changes

FDM flags incomplete items

Filer eSigns the report securely online eMail notifications go to reviewers when Filer eSigns or

amends

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GPS progress bar tracksFiler location in the report.

Key Features - Fi lersTransferring or prepopulatingthe previous year's report datato new report saves time.

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Flags alert Filers and Reviewers ofany incomplete or missinginformation.

FDM also includes error messagesthat indicate missing information.

Filers submit their reports onlinewith an electronic signature.


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OGE-approved Common Questions/

Answers show relevant financialdisclosure reporting information.

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Key Features - Reviewers(Supervisors and Ethics Coun selors)

e-Mail notices alert reviewers of report review readinessstatus

Worklist view shows reports ready for review & tracks in-progress reports

OGE reporting business rules applied to flagging issuesrequiring additional information or special attention

Reviewers can add comments directly to a report

Reviewer eSigns report securely online

Audit trail records report status changes Compare view shows changes Filers make betweenreports saving Reviewers report reconciliation time

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The Worklist displays only thosedisclosures that require review andsignature. You can filter the Worklist to

organize your reports for moreefficient review.

Manage Exceptions/Watchlist is a toolfor Certifying Officials to manage reports

that require special attention.

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Compare View to comparechanges/ differences between

a prior report and a currentreport.

Use the Audit Trail to reviewreport events.

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TabsClick to displaythe first pagefor the tab andany tab menuitems Tab Menu Items

Click to display

InstructionsProvide directionson how to enter

data

Log OutClick to exit FDM

CommonQuestionsClick to display

Report Data | Add Asset

Page Title

Progress BarUse to move todifferent reportsection

Navigational Items


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27

Gett ing Started in FDM

Take the short, narrated FDM web site tour:https://www.fdm.army.mil/PM_Reference_Docs/GCFDMIntro/GCIntro.html

Scan the Resources area:https://www.fdm.army.mil/helpSupport/resources.htm

Read the Quick Starts

Scan the SOPs & User Guides

Key Features

FDM Release Noteshttps://www.fdm.army.mil/helpSupport/releaseNotes.htm

Filers https://www.fdm.army.mil/documents/QRC_Key_Features_Filers.pdf Reviewers https://www.fdm.army.mil/documents/QRC_Key_Features_Reviewers.pdf
https://www.fdm.army.mil/PM_Reference_Docs/GCFDMIntro/GCIntro.htmlhttps://www.fdm.army.mil/helpSupport/resources.htmhttps://www.fdm.army.mil/helpSupport/releaseNotes.htmhttps://www.fdm.army.mil/documents/QRC_Key_Features_Filers.pdfhttps://www.fdm.army.mil/documents/QRC_Key_Features_Reviewers.pdfhttps://www.fdm.army.mil/documents/QRC_Key_Features_Reviewers.pdfhttps://www.fdm.army.mil/documents/QRC_Key_Features_Filers.pdfhttps://www.fdm.army.mil/helpSupport/releaseNotes.htmhttps://www.fdm.army.mil/helpSupport/resources.htmhttps://www.fdm.army.mil/PM_Reference_Docs/GCFDMIntro/GCIntro.html


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Migrat ion to FDM

Coordinate with your Agency FDM liaison

Inform local IT (e.g., CAC issues; spam block) Consider timing Get organized

FDM SOPs User registration spreadsheet tool

Decide on your supporters, e.g., OrganizationPoints of Contact (POCs)/administrators

Initialization service/assistance available


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29

Key Dates /Events

January

Annual/Incumbent Report Assigned automatically for registered Filers in FDM withan OGE 450 or 278 Filer role on 31 Dec

FDM 220 extract available; online submission of your input for Annual Army report toOGE (replaces email attachments of MS Word document)

450 Certifiers/POCs Remind OGE 450 Filers to file (My Reviews | Remind Filerstab)

FebruaryAnnual OGE 450s due NLT 15 Feb (Filer eSign on/before thatdate; reviews w/in 60 days thereafter)

April Notify Incumbent SF/OGE 278 Filers to file (Admin | Filers tab)

May Incumbent SF/OGE 278s due NLT 16 May (Filer eSign on/beforethat date (or obtain an extension); reviews w/in 60 days thereafter)

November/December

Move unfinished SF/OGE 278s; OGE 450s toward Complete status NLT 31 Dec

Have Org Unit POCs update their Filer lists in FDM; replace departed Supervisors


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Reg ister ing Other Users

SLCs/450 Certifiers/POCs may create new Org

Unit

Assign roles to the Org UnitAdd Filers Admin | Filers

SLC Ethics Counselors (SLC ECs) My Info |My ECs SLC Assistants My Info | My Assistants SLCs Assign 450 Certifiers Admin | 450

Certifiers See FDM User Guides

C


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Caution

Personal and financial information is private and sensitive

in nature. Limits on who should/may see it (e.g., FOUO, Privacy

Act)

DISA Global Directory Service (GDS),

https://dod411.gds.disa.mil/, listing email addressembedded on DoD CACs
https://dod411.gds.disa.mil/https://dod411.gds.disa.mil/


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Org Unit POCs

Most organizations with over 20 OGE 450 Filers will

assign an Action Officer to manage Filers andreport processing

Legal Office POC

Use Admin | POC (or Admin | Org Unit) tab to

add/delete POC POC can then register Filers

Assign requirement to file

Notify Filers to file

Monitor report filing remind Filers (if needed)


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Organizat ion POCs

Orient New POCs

POC User Guide narrated tutorial:https://www.fdm.army.mil/documents/POC_Basic_User_Guide_Tutorial_for_Website/POC_Basic_User_Guide_TOC.html

POC Quick Starthttps://www.fdm.army.mil/documents/450POCQuickStart.doc

Annual Filing Season Update (FDM Resources tab:

https://www.fdm.army.mil/helpSupport/resources.htm) POC Quick Start 450 Certifier User Guide (updated annually)

Remember to thank POCs after successful filingseason Certificate of Appreciation
https://www.fdm.army.mil/documents/POC_Basic_User_Guide_Tutorial_for_Website/POC_Basic_User_Guide_TOC.htmlhttps://www.fdm.army.mil/documents/POC_Basic_User_Guide_Tutorial_for_Website/POC_Basic_User_Guide_TOC.htmlhttps://www.fdm.army.mil/documents/450POCQuickStart.dochttps://www.fdm.army.mil/helpSupport/resources.htmhttps://www.fdm.army.mil/helpSupport/resources.htmhttps://www.fdm.army.mil/documents/450POCQuickStart.dochttps://www.fdm.army.mil/documents/POC_Basic_User_Guide_Tutorial_for_Website/POC_Basic_User_Guide_TOC.htmlhttps://www.fdm.army.mil/documents/POC_Basic_User_Guide_Tutorial_for_Website/POC_Basic_User_Guide_TOC.html


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Admin Tab

Link to Quick Reference Cards (QRC) - step-by-step instructions on admin functions, e.g., add

Filers, add Supervisors, . . .

Admin | Org Units tab add, remove Org Units, edit Org Unit name; assignor ch ange roles

Admin | Filers tab see, add, remove FilersAdmin | POCs tab see, add, remove POCsAdmin | Supervisors tab see, add, remove SupervisorsAdmin | Senior Legal Counsels see, add, remove SLCsAdmin | 450 Certifiers tab see, add, remove 450 CertifiersAdmin | Users tab search for registered users, view their roles

Annual Maintenance


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Admin | Org Units tab

Adm in Changes


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Management Reports

Disclosure Registered Filers Details

Filers with no reports Administration (Supervisors) Currently Overdue (OGE 450 only) SLC-220 Worksheet

Quick Reference: https://www.fdm.army.mil/documents/QRC_FDM_Management_Reports.pdf

SLC Status Reports:Slides: https://www.fdm.army.mil/PM_Reference_Docs/SLCStatus.pptNarrated: https://www.fdm.army.mil/PM_Reference_Docs/SLCStatus/SLCStatus.html
https://www.fdm.army.mil/documents/QRC_FDM_Management_Reports.pdfhttps://www.fdm.army.mil/PM_Reference_Docs/SLCStatus.ppthttps://www.fdm.army.mil/PM_Reference_Docs/SLCStatus/SLCStatus.htmlhttps://www.fdm.army.mil/PM_Reference_Docs/SLCStatus/SLCStatus.htmlhttps://www.fdm.army.mil/PM_Reference_Docs/SLCStatus.ppthttps://www.fdm.army.mil/documents/QRC_FDM_Management_Reports.pdf


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Disclosures


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Success Score

Management Report | Review Metrics tab Quantitative Measures how well 450 Certifier does against the OGE

60-day review rule A score of 1,000 indicates the Ethics Official has initially

reviewed or completed all eligible reports within 60days of the Filers submission (thus meeting the OGE

review rule)


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Success Score

Balance reportprocessing time withquality substantivereview


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Current ly Overdue OGE 450s

Quick Reference: https://www.fdm.army.mil/documents/QRC_FDM_Management_Reports.pdf


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Using FDM 450

Resources: https://www.fdm.army.mil/helpSupport/resources.htm

FDM 450 Certifier Quick Start FDM 450 Certifier User Guide

View the Using FDM 450 narrated presentation and slides: https://www.fdm.army.mil/PM_Reference_Docs/450/UsingFDM450.html

https://www.fdm.army.mil/PM_Reference_Docs/UsingFDM450.ppt

Monitor OGE 450 progress on the Management Reportstab, Disclosure Report Details (Using FDM ManagementReports): Slides: https://www.fdm.army.mil/PM_Reference_Docs/SLCStatus.ppt

Narrated:

https://www.fdm.army.mil/PM_Reference_Docs/SLCStatus/SLCStatus.html Management Reports Quick Reference:

https://www.fdm.army.mil/documents/QRC_FDM_Management_Reports.pdf
https://www.fdm.army.mil/helpSupport/resources.htmhttps://www.fdm.army.mil/PM_Reference_Docs/450/UsingFDM450.htmlhttps://www.fdm.army.mil/PM_Reference_Docs/UsingFDM450.ppthttps://www.fdm.army.mil/PM_Reference_Docs/SLCStatus.ppthttps://www.fdm.army.mil/PM_Reference_Docs/SLCStatus/SLCStatus.htmlhttps://www.fdm.army.mil/documents/QRC_FDM_Management_Reports.pdfhttps://www.fdm.army.mil/documents/QRC_FDM_Management_Reports.pdfhttps://www.fdm.army.mil/PM_Reference_Docs/SLCStatus/SLCStatus.htmlhttps://www.fdm.army.mil/PM_Reference_Docs/SLCStatus.ppthttps://www.fdm.army.mil/PM_Reference_Docs/UsingFDM450.ppthttps://www.fdm.army.mil/PM_Reference_Docs/450/UsingFDM450.htmlhttps://www.fdm.army.mil/helpSupport/resources.htm


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My ECs/Ass istants Add (or remove) SLC Ethics Counselor (EC) (My Info | My ECs tab)

to assist with 278 review

Add (or remove) SLC Assistant (My Info | My ECs or My Info | MyAssistants tab) to assist with input for annual Army report to OGE


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My Reviews | Rem ind Fi lers Notify to file using FDM (Jan) (My Reviews | Remind Filers tab)

In your notice you might mention the OGE 450 Filer Quick Start,https://www.fdm.army.mil/documents/450FilerQuickStart.doc

Initial notice to file Annual OGE 450 in Jan Later in Jan, remind those who havent started by a date

you/your POC picks After filing deadline, search and ID those who are late

and notify them/their Supervisors
https://www.fdm.army.mil/documents/450FilerQuickStart.dochttps://www.fdm.army.mil/documents/450FilerQuickStart.doc


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My Reviews | Rem ind Superviso rs

Notify Supervisors to review using FDM (My Reviews | RemindSupervisors tab)

Customary to use regularly starting 1 Feb & after the

mid-Feb filing deadline to Remind (notify) Supervisorsto review using FDM (My Reviews | RemindSupervisors tab). Filer is timely with report if filed on/bythe due date.

Quick Reference: https://www.fdm.army.mil/documents/FDM_QRC_Remind_Supervisors.pdf
https://www.fdm.army.mil/documents/FDM_QRC_Remind_Supervisors.pdfhttps://www.fdm.army.mil/documents/FDM_QRC_Remind_Supervisors.pdf


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Extensions

Filers request outside FDM Ethics Officials approve outside FDM 450 Certifier/EC roles may record OGE 450

extensions in FDM

Start on Review Status screen of Assigned, NotStarted or a Draft report Info in FDM will be available for SLC input to

annual Agency report to OGE

Extensions information: https://www.fdm.army.mil/PM_Reference_Docs/extensions.pdfQuick Reference: https://www.fdm.army.mil/documents/QRC_Managing_Extensions.pdf
https://www.fdm.army.mil/PM_Reference_Docs/extensions.pdfhttps://www.fdm.army.mil/documents/QRC_Managing_Extensions.pdfhttps://www.fdm.army.mil/documents/QRC_Managing_Extensions.pdfhttps://www.fdm.army.mil/PM_Reference_Docs/extensions.pdf


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Rev iew ing OGE 450s

Check the FDM 450 User Guide & SOP for substantive

checklists https://www.fdm.army.mil/helpSupport/resources.htm Visit the FDM Learning Center for:

Video: Reviewing an OGE 450https://www.fdm.army.mil/learningCenter/tutorials.htm

Quick Reference: Reviewing an OGE 450

https://www.fdm.army.mil/learningCenter/documentation.htm Report Compare view when Filer has two or more

OGE 450s in FDM highlights Filers changes
https://www.fdm.army.mil/helpSupport/resources.htmhttps://www.fdm.army.mil/learningCenter/tutorials.htmhttps://www.fdm.army.mil/learningCenter/documentation.htmhttps://www.fdm.army.mil/learningCenter/documentation.htmhttps://www.fdm.army.mil/learningCenter/tutorials.htmhttps://www.fdm.army.mil/helpSupport/resources.htm


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Review Reports

Review Reports (My Reviews | Review Reports Worklist)

eSign & Complete those ready

Screen & add an electronic post-it note (memory jogger), temporarilymove not-quite-ready reports from Worklist to a Watchlist(MyReviews | Manage Exceptions)

Also check the My Reviews | Manage Exceptions tab

Set filters

R i OGE 450


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Review OGE 450s Click View to review a particular OGE 450 (in the Search result table at

the bottom).

FDM Learning Center,https://www.fdm.army.mil/learningCenter/learningCenter.htm, has atutorial and Quick Reference Card on reviewing an OGE 450.

Check the FDM 450 User Guide & SOP for substantive checklistshttps://www.fdm.army.mil/helpSupport/resources.htm.

R i Fil R
https://www.fdm.army.mil/learningCenter/learningCenter.htmhttps://www.fdm.army.mil/helpSupport/resources.htmhttps://www.fdm.army.mil/helpSupport/resources.htmhttps://www.fdm.army.mil/learningCenter/learningCenter.htm


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Review Filers Report

After picking a Filers report to review, most 450 Certifiers (or CertifierAssistants) first will select Flags and Comment Tabs to confirm thereare no Flags or Comments needing attention/resolution then proceed toreview Report Data.

View the Demo, Reviewing an OGE 450, Narrated: https://www.fdm.army.mil/PM_Reference_Docs/450F/450F.html

Slides: https://www.fdm.army.mil/PM_Reference_Docs/Demo450Filer.ppt Watch the short video, Reviewing an OGE 450,

https://www.fdm.army.mil/Documents/Reviewing_OGE_450_Report_For_Website/Reviewing_an_OGE_450_Report.html. The FDM Learning Center | Documentation includes a Quick Reference, QRCReviewing an OGE 450.

Check the FDM 450 SOP, https://www.fdm.army.mil/documents/450SOPFDM.doc, for a review checklist

1

2 34

Re ie OGE 450s
https://www.fdm.army.mil/PM_Reference_Docs/450F/450F.htmlhttps://www.fdm.army.mil/PM_Reference_Docs/Demo450Filer.ppthttps://www.fdm.army.mil/Documents/Reviewing_OGE_450_Report_For_Website/Reviewing_an_OGE_450_Report.htmlhttps://www.fdm.army.mil/Documents/Reviewing_OGE_450_Report_For_Website/Reviewing_an_OGE_450_Report.htmlhttps://www.fdm.army.mil/Documents/QRC_Reviewing_an_OGE450.pdfhttps://www.fdm.army.mil/Documents/QRC_Reviewing_an_OGE450.pdfhttps://www.fdm.army.mil/documents/450SOPFDM.dochttps://www.fdm.army.mil/documents/450SOPFDM.dochttps://www.fdm.army.mil/Documents/QRC_Reviewing_an_OGE450.pdfhttps://www.fdm.army.mil/Documents/QRC_Reviewing_an_OGE450.pdfhttps://www.fdm.army.mil/Documents/Reviewing_OGE_450_Report_For_Website/Reviewing_an_OGE_450_Report.htmlhttps://www.fdm.army.mil/Documents/Reviewing_OGE_450_Report_For_Website/Reviewing_an_OGE_450_Report.htmlhttps://www.fdm.army.mil/PM_Reference_Docs/Demo450Filer.ppthttps://www.fdm.army.mil/PM_Reference_Docs/450F/450F.html


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Review OGE 450s Compare

Summary table, then scrollable page highlighting changes between

Filers reports section-by-section Quick view of what changed to help you focus on Conflict of Interest

E d I it i l R i


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End In it ial Rev iew

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Review Status screen has a new action button: End Init ial Review

(formerly called End Review)

The End Initial Reviewfeature helps EthicsOfficials demonstratecompliance with OGEs

60-day report reviewrule.

Not necessary to usewhen report is Completewithin 60 days of Filers

eSign.

R t Fi l A d


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Request Fi ler Amend

52

Review Status screen has new action button: Request Filer Amend

FDM 450 R t N t


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FDM 450 Report No tes

Temporary, post-it type note, memory jogger of why report notready for completion

Available to 450 Certifier, Certifier EC, & Assistant (not visible to

Filer, Supervisor) Does not replace Comments for items to keep w/report after

Complete

Effects:

Temporarily shifts the OGE 450 from the My Reviews | Review

Reports Work List to the Manage Exceptions (or Watch List) subtab

Indicates technical screening review (that stops the 60-day reviewclock if within 60 days of Filers eSign)

FDM 450 M R i | M E ti


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FDM 450 My Reviews | Manage Except ions

Shows you at a glance those Filers w/reports assigned that are late (afterdue date/extensions) or you/your EC, Paralegal Assistant added a note

indicating something more needed on the report

Days in Review helps reviewers revieww/in OGEs 60-day review standard

Ad i Cl R t


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Adm in Close a Repo rt

Where: Review Status screen of an unfinished report

Why: unneeded, erroneous report you are not ready to Delete

Reference:https://www.fdm.army.mil/documents/QRC_Administratively_Close_Report.pdf

View a report and clickthe Review Status tab

to display the Admin

Close action button

Click it to retain thereport data, but stopprocessing the report

Filer may use Adminclosed reports toprepopulate another

P t D l t
https://www.fdm.army.mil/documents/QRC_Administratively_Close_Report.pdfhttps://www.fdm.army.mil/documents/QRC_Administratively_Close_Report.pdf


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Permanent Delete

Delete feature on Report Review Status screen until Report Complete

Warning popup Check &Click Confirm to delete

Unfin ished FDRs


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Unfin ished FDRs My Reviews | Review Reports Worklist View Mode

Watch a short video tutorial on reviewing an OGE 450 in FDM 450:https://www.fdm.army.mil/documents/FDM_REVIEWING_AN_OGE_450_53_FOR_WEBSITE/Reviewing_an_OGE_450_TOC.html; view a printable quick reference:https://www.fdm.army.mil/documents/QRC_Reviewing_an_OGE450.pdf.

Filters

Alternate views

Check the Review Status column forassigned, not started reports on the MyReviews | Review Reports & My Reviews |Manage Exceptions tabs. Use RemoveAssignment to remove unneeded OGE 450s.

Unfin ished FDRs
https://www.fdm.army.mil/documents/FDM_REVIEWING_AN_OGE_450_53_FOR_WEBSITE/Reviewing_an_OGE_450_TOC.htmlhttps://www.fdm.army.mil/documents/FDM_REVIEWING_AN_OGE_450_53_FOR_WEBSITE/Reviewing_an_OGE_450_TOC.htmlhttps://www.fdm.army.mil/documents/QRC_Reviewing_an_OGE450.pdfhttps://www.fdm.army.mil/documents/QRC_Reviewing_an_OGE450.pdfhttps://www.fdm.army.mil/documents/FDM_REVIEWING_AN_OGE_450_53_FOR_WEBSITE/Reviewing_an_OGE_450_TOC.htmlhttps://www.fdm.army.mil/documents/FDM_REVIEWING_AN_OGE_450_53_FOR_WEBSITE/Reviewing_an_OGE_450_TOC.html


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Unfin ished FDRs My Reviews | Review Reports Org Unit View Mode

Show reports for OGE 450 Filerswhere I am the 450 Certifier

Search Will show reports for

all years and whether in Draft,Under Review, or Completewhen ALL is used.

Remove Unneeded Ass igned Not Started


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Remove Unneeded Ass igned, Not Started

View Filer reports use Show My radio button

Review your OGE 450 Filers for any assigned, Not Started reports. Use Remove Assignment to delete

the assigned task or Filer will see it on the Reports Not Started tab when logging in to FDM. That mayconfuse Filer to file CY09 FDR (an FDM 2010) instead of the CY10 FDR (an FDM 2011).

Using FDM 450 Summary


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Tasks

Pre-Annual Filing Season (NLT 30 Dec)

Review existing FDRs in FDM 450

Remove unneeded, assigned, not started Annuals

Season Start (1 Jan) Remind Filers to File

Post Annual Filing Deadline (mid-Feb) Remind Late Filers

Registering New FDM UsersAssign FDR

New Entrants

Annual Filers

Review Reports

Check the updated FDM 450 EC User Guide & 450 Certifier Quick Start (FDMResources tab: https://www.fdm.army.mil/helpSupport/resources.htm)

FDM Help Desk: (732) 532-5566, DSN 992-5566, e-mail [email protected]

FDM Webmaster: [email protected]

Using FDM 278
https://www.fdm.army.mil/helpSupport/resources.htmmailto:[email protected]:[email protected]://www.fdm.army.mil/helpSupport/resources.htm


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Using FDM 278

Resources: https://www.fdm.army.mil/helpSupport/resources.htm

SLC Quick Start SLC FDM 278 User Guide

View the Using FDM 278 narrated presentation and slides: https://www.fdm.army.mil/PM_Reference_Docs/278/UsingFDM278.html

https://www.fdm.army.mil/PM_Reference_Docs/UsingFDM278.ppt

Monitor 278 progress on the Management Reports tab,Disclosure Report Details (Using FDM ManagementReports): Slides: https://www.fdm.army.mil/PM_Reference_Docs/SLCStatus.ppt

Narrated:

https://www.fdm.army.mil/PM_Reference_Docs/SLCStatus/SLCStatus.html Management Reports Quick Reference:

https://www.fdm.army.mil/documents/QRC_FDM_Management_Reports.pdf

FDM 278 Pre Fil ing Season
https://www.fdm.army.mil/helpSupport/resources.htmhttps://www.fdm.army.mil/PM_Reference_Docs/278/UsingFDM278.htmlhttps://www.fdm.army.mil/PM_Reference_Docs/UsingFDM278.ppthttps://www.fdm.army.mil/PM_Reference_Docs/SLCStatus.ppthttps://www.fdm.army.mil/PM_Reference_Docs/SLCStatus/SLCStatus.htmlhttps://www.fdm.army.mil/documents/QRC_FDM_Management_Reports.pdfhttps://www.fdm.army.mil/documents/QRC_FDM_Management_Reports.pdfhttps://www.fdm.army.mil/PM_Reference_Docs/SLCStatus/SLCStatus.htmlhttps://www.fdm.army.mil/PM_Reference_Docs/SLCStatus.ppthttps://www.fdm.army.mil/PM_Reference_Docs/UsingFDM278.ppthttps://www.fdm.army.mil/PM_Reference_Docs/278/UsingFDM278.htmlhttps://www.fdm.army.mil/helpSupport/resources.htm


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Read the updated SLC Quick Start in the FDM Resources area,

https://www.fdm.army.mil/helpSupport/resources.htm Review FDM 278 SOP & Enclosures:

https://www.fdm.army.mil/helpSupport/resources.htm (a customizabletemplate for legal offices to adapt to use to electronically file (eFile) andmanage the SF/OGE 278, Public Financial Disclosure Report, process using

FDM. It offers a review checklist, and other "get ready" type information)

Early in the year Finish any reviews on your 278s (My Reviews | Review Reports)

Do you see correct Supervisors (Admin | Supervisors tab)?

Admin | Filers (or My Reviews | Filers) tab right 278 Filers?

Do Filers have the right Assigned 2011 Incumbent (for CY10)?

Presumed Assign Incumbent SF/OGE 278 Report (My Reviews | ReviewReports tab)

Remove any unneeded, not started

Need to register/move any 278 Filers/Supervisors? (Admin | Filers) tab

FDM 278 PreFil ing Season

278 Filing Season Tasks
https://www.fdm.army.mil/helpSupport/resources.htmhttps://www.fdm.army.mil/helpSupport/resources.htmhttps://www.fdm.army.mil/helpSupport/resources.htmhttps://www.fdm.army.mil/helpSupport/resources.htm


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278 Filing Season Tasks Late April notify Filer to file (FDM Notify email tool available on

the Admin | Filer tab; Remind Filer tool on My Reviews |

Remind Filers tab) Filer Quick Start/Hints link on FDM home page

Assist Filer (as needed)

Review reports (My Reviews | Review Reports WorklistView)

SLC Quick Start, https://www.fdm.army.mil/documents/SLCQuickStart.doc

End Initial Review and/or

eSign (SLC EC in place of SLC)

Submit to DAEO after Supervisor has eSigned

May assist 278 Supervisor review when eSigning, Filer willcause FDM to email Supervisor or SLC

Supervisor review:https://www.fdm.army.mil/documents/SupervisorReviewQuickStart.doc

Extensions
https://www.fdm.army.mil/documents/SLCQuickStart.dochttps://www.fdm.army.mil/documents/SupervisorReviewQuickStart.dochttps://www.fdm.army.mil/documents/SupervisorReviewQuickStart.dochttps://www.fdm.army.mil/documents/SLCQuickStart.doc


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Extensions

Filers request outside FDM

Ethics Officials approve outside FDM DAEO/SLC (& ECs) roles may record 278

extensions in FDM Start on Review Status screen of Assigned, Not

Started or a Draft report Info in FDM will be available for SLC input to

annual Agency report to OGE

Extensions information: https://www.fdm.army.mil/PM_Reference_Docs/extensions.pdfQuick Reference: https://www.fdm.army.mil/documents/QRC_Managing_Extensions.pdf

Rev iew ing SF 278s
https://www.fdm.army.mil/PM_Reference_Docs/extensions.pdfhttps://www.fdm.army.mil/documents/QRC_Managing_Extensions.pdfhttps://www.fdm.army.mil/documents/QRC_Managing_Extensions.pdfhttps://www.fdm.army.mil/PM_Reference_Docs/extensions.pdf


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Rev iew ing SF 278s

Check the FDM 278 User Guide & SOP for useful

substantive checklistshttps://www.fdm.army.mil/helpSupport/resources.htm Visit the FDM Learning Center for:

Video: Reviewing an SF/OGE 278https://www.fdm.army.mil/learningCenter/tutorials.htm

Quick Reference: Reviewing an SF/OGE 278https://www.fdm.army.mil/learningCenter/documentation.htm Report Compare view when Filer has two or more

SF/OGE 278s in FDM highlights Filers changes OGE 60-day review rule

My Reviews | Review Repor ts
https://www.fdm.army.mil/helpSupport/resources.htmhttps://www.fdm.army.mil/learningCenter/tutorials.htmhttps://www.fdm.army.mil/learningCenter/documentation.htmhttps://www.fdm.army.mil/learningCenter/documentation.htmhttps://www.fdm.army.mil/learningCenter/tutorials.htmhttps://www.fdm.army.mil/helpSupport/resources.htm


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SLC & 278s

Reviewing an SF 278 Report Tutorial:https://www.fdm.army.mil/documents/FDM_REVIEWING_A_SF_278_FOR_WEBSITE_53/Reviewing_an_SF_278_TOC.html

Reviewer
https://www.fdm.army.mil/documents/FDM_REVIEWING_A_SF_278_FOR_WEBSITE_53/Reviewing_an_SF_278_TOC.htmlhttps://www.fdm.army.mil/documents/FDM_REVIEWING_A_SF_278_FOR_WEBSITE_53/Reviewing_an_SF_278_TOC.htmlhttps://www.fdm.army.mil/documents/FDM_REVIEWING_A_SF_278_FOR_WEBSITE_53/Reviewing_an_SF_278_TOC.htmlhttps://www.fdm.army.mil/documents/FDM_REVIEWING_A_SF_278_FOR_WEBSITE_53/Reviewing_an_SF_278_TOC.html


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Reviewer

Click Search to display result

Pend ing FDRs


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Pend ing FDRs(less than 30 days since Filer eSigned)

My Reviews | Review Reports Worklist View

Filters

Alternate views

My Reviews | Review Repo rts


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Org Unit View Mode(use after 1 June to see all278s, even Assigned, Not Started; Draft)

Toggle to Work ListView Mode

Review Reports


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Review Reports

Review Reports (My Reviews | Review Reports Worklist)

eSign & Complete those ready

Screen & add an electronic post-it note (memory jogger), temporarilymove not-quite-ready reports from Worklist to a Watchlist(MyReviews | Manage Exceptions)

Also check the My Reviews | Manage Exceptions tab

Set filters

Review Filers 278 Report


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Review Filer s 278 Report

After picking a Filers report to review, most SLCs (or SLC ECs orAssistants) first will select Flags and Comment Tabs to confirm there

are no Flags or Comments needing attention/resolution then proceed toComparewhen available or Report Data.

1

2 3

Watch the short video, Reviewing an OGE 278,

https://www.fdm.army.mil/documents/FDM_REVIEWING_A_SF_278_FOR_WEBSITE_53/Reviewing_an_SF_278_TOC.html. The FDM Learning Center | Documentation includes a Quick Reference, QRCReviewing an SF 278.

Check the FDM 278 SOP on the FDM Resources page,https://www.fdm.army.mil/helpSupport/resources.htm, for a review checklist.

4

Review SF 278s - Compare
https://www.fdm.army.mil/documents/FDM_REVIEWING_A_SF_278_FOR_WEBSITE_53/Reviewing_an_SF_278_TOC.htmlhttps://www.fdm.army.mil/documents/FDM_REVIEWING_A_SF_278_FOR_WEBSITE_53/Reviewing_an_SF_278_TOC.htmlhttps://www.fdm.army.mil/documents/QRC_Reviewing_SF_278.pdfhttps://www.fdm.army.mil/documents/QRC_Reviewing_SF_278.pdfhttps://www.fdm.army.mil/helpSupport/resources.htmhttps://www.fdm.army.mil/helpSupport/resources.htmhttps://www.fdm.army.mil/documents/QRC_Reviewing_SF_278.pdfhttps://www.fdm.army.mil/documents/QRC_Reviewing_SF_278.pdfhttps://www.fdm.army.mil/documents/FDM_REVIEWING_A_SF_278_FOR_WEBSITE_53/Reviewing_an_SF_278_TOC.htmlhttps://www.fdm.army.mil/documents/FDM_REVIEWING_A_SF_278_FOR_WEBSITE_53/Reviewing_an_SF_278_TOC.html


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Review SF 278s Compare Compare

Summary table, then scrollable page highlighting changes between

Filers reports section-by-section Quick view of what changed to help you focus on Conflict of Interest

Quick Reference, Reviewing an SF 278, https://www.fdm.army.mil/documents/QRC_Reviewing_SF_278.pdf

Repo rt Opt ions
https://www.fdm.army.mil/documents/QRC_Reviewing_SF_278.pdfhttps://www.fdm.army.mil/documents/QRC_Reviewing_SF_278.pdf


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Reports Review Status screen has role-based

action buttons:

Admin Close; Request Filer Amend; End Initial Review; eSign

SF/OGE 278 Fil ing Season


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SF/OGE 278 Fil ing Season OGE renamed the SF 278 an OGE 278

Incumbent SF/OGE 278 due midnight 16 May 2011

Combination Incumbent & Termination for Filer retiring after 17 May &before 16 August 2011 (requires extension on the Incumbent)

Benefit: only one report (vice Incumbent by 16 May & later a Termination)

Termination 278s: Before 16 May covers calendar year 2010 and so much of 2011 up to the

Termination date (no Incumbent report required if Filer leaves before 16 May) After 16 May see combination 278

After 16 August covers calendar year 2011 from 1 January 2011 until retirement date(Filer should have filed Incumbent by 16 May)

No Termination report if Filer going to another covered 278 position w/in 30 days ofleaving

Late fee: $200 late fee due 31st day after report due date (or expiration of extension)

Filer may request DAEO, Deputy DAEO waive for good cause

Reserve General Off icers


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Reserve General Off icers

File a new entrant public report within 14 calendar days

after the first time they serve 61 days on active dutyduring any reporting period.

After they file one new entrant public report, they fileannual public reports for any reporting period during

which they serve over 60 days. No termination 278 if they did not serve over 60 days on

active duty during the reporting period in which they aretransferred to the Retired Reserve.

Count only service pursuant to orders issued under title10, United States Code to determine if the Reserve GOserved more than 60 days on active duty.

Senio r Mentors


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Senio r Mentors

Retired flag, general or other military officers or retired

senior, civilian officials who provide expert experience-based mentoring, teaching, training, advice, andrecommendations to senior military officers, staffs andstudents as they participate in war games, warfighting

courses, operational planning, operational exercises,and decision-making exercises.

Required to file SF/OGE 278 (use FDM). SeeDEPSECDEF Memo, subj: Revised Guidance on SeniorMentor Financial Disclosure Requirementhttps://www.fdm.army.mil/PM_Reference_Docs/DEPSECDEFSeniorMentorMemo20101112.pdf

Term inat ion Repo rt Filers
https://www.fdm.army.mil/PM_Reference_Docs/DEPSECDEFSeniorMentorMemo20101112.pdfhttps://www.fdm.army.mil/PM_Reference_Docs/DEPSECDEFSeniorMentorMemo20101112.pdf


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Due no later than 30 days after retirement/separation to avoid late fee and referral toDoJ

May/shouldeSign last day before retirement/separation actual termination date

Army may access FDM after separation using AKO user name and password (mayhave to visit AKO to reset expired AKO password (https://www.us.army.mil))

Report status is Termination (could combine Incumbent/Termination i fextensionand filed 17 May 2011 14 Aug 2011)

No supervisory review

Remember Post-Government Employment situation especially for senior personnelgoing to work for DoD Contractors

Section 847 Opinion Requestor:https://www.fdm.army.mil/PM_Reference_Docs/Intro847/Intro847.html, explainsthe on line process and helps employees first confirm their request requires specialprocessing

Ethics Counselors (ECs): using AGEAR,https://www.fdm.army.mil/PM_Reference_Docs/AGEAREO/EOUsingAGEAR.html,explains how ECs prepare and store their opinions to comply with the Section 847special handling requirements. Slides for the recorded presentation for ECs:https://www.fdm.army.mil/PM_Reference_Docs/EOUsingAGEAR.ppt

https://www.fdm.army.mil/PM_Reference_Docs/Intro847/Intro847.htmlhttps://www.fdm.army.mil/PM_Reference_Docs/AGEAREO/EOUsingAGEAR.htmlhttps://www.fdm.army.mil/PM_Reference_Docs/EOUsingAGEAR.ppthttps://www.fdm.army.mil/PM_Reference_Docs/EOUsingAGEAR.ppthttps://www.fdm.army.mil/PM_Reference_Docs/AGEAREO/EOUsingAGEAR.htmlhttps://www.fdm.army.mil/PM_Reference_Docs/Intro847/Intro847.html


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My 278 Filers (Admin | Filers tab, Show My Filers) Incumbents (due in May)

Add New Entrants during the year Auto assign Reports to eFile Remind/Notify Filers to eFile Approve Extensions (Record in FDM)

Remind Supervisors to eReview Review Reports

Worklist & Org Unit Views Manage Exceptions Notes

SLC Quick Start: https://www.fdm.army.mil/documents/SLCQuickStart.doc

Return ing FDM Incumbent 278 Fi ler
https://www.fdm.army.mil/documents/SLCQuickStart.dochttps://www.fdm.army.mil/documents/SLCQuickStart.doc


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Return ing FDM Incumbent 278 Fi ler

Starts on FDM web site, https://www.fdm.army.mil Quick Start:

https://www.fdm.army.mil/documents/278FilerQuickStart.doc

Many SJAs/staff members serve as Filer Assistant to

draft report Pre-populate in Getting Started

Add Assets prompts for create Transactions (NewEntrant Filers do not report Transactions)

FDM 278 SLC User Guide, chapter 5

Filer


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Filer Common Access Card (CAC)/PIN access* Main work space: My Reports tab; Reports Not

Started May add Filer Assistant to draft report Help available:

Filer Quick Start,https://www.fdm.army.mil/documents/278FilerQuickStart.doc

Video tutorial/Quick Reference Filing a 278 Legal Advisor for report content FDM Service Center

Telephone: (732) 532-5566, DSN 992-5566 (7:00 a.m. 5:00p.m. Eastern M-F (during filing season))

Email: [email protected]

FDM 450/278 User Guides for Legal Staff

*Army Knowledge Online user access available

Mentionwhen younotify Filer toFile

Filer eSign


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Checking one or both names enables theeSign feature (Step 3)

View opens PDF of 278 report

Link opens post-employment informationfor DoD users

Ethics Training


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Legal official roles may notify Filers & record EthicsTraining for Filers

Tabs: Not Trained Trained Exceptions

Use is optional; info in FDM will be available forSLC input to annual Agency report to OGE

Print 2011 Training Record BEFORE31 Dec 2011 Ethics Training | Trained Ethics Training | Not Trained

Quick Reference: https://www.fdm.army.mil/documents/QRC_Manage_Ethics_Training.pdf

Annual Ethics Repo rt


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Annual Ethics Repo rt

Management Reports | SLC-220 Worksheet tab

Click Generate Worksheet to extract FDM info on Filers,reports, & ET for your part of the annual agency ethicsreport to OGE

SLC EC(s), SLC Assistant(s) may also see this report.

An intui t ive, Turbo -Tax l ike, secure onl ine too l that

imp roves th e Financial Disclos ure Report (FDR) Process


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Release Notes: https://www.fdm.army.mil/helpSupport/releaseNotes.htm

CERT

IFIER

TIMELY

ACTION

Successful Financial Disclosure Report Processing

FIL

ER

SUPER

VISOR

SUPPORT

Certifier User Guides

FDM Learning Center

SOPs

FDM Home: https://www.fdm.army.mil

FDM Resources

Presen tat ions & Slides


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Narrated FDM web site tour:https://www.fdm.army.mil/PM_Reference_Docs/GCFDMIntro/GCIntro.html

Using FDM 278: Slides: https://www.fdm.army.mil/PM_Reference_Docs/UsingFDM278.ppt Narrated: https://www.fdm.army.mil/PM_Reference_Docs/278/UsingFDM278.html

Using FDM 450: Slides: https://www.fdm.army.mil/PM_Reference_Docs/UsingFDM450.ppt

Narrated: https://www.fdm.army.mil/PM_Reference_Docs/450/UsingFDM450.html

POCs Get Started: User Guide: https://www.fdm.army.mil/documents/FDM_POC_Basic_User_Guide.pdf Narrated:

https://www.fdm.army.mil/documents/POC_Basic_User_Guide_Tutorial_for_Website/POC_Basic_User_Guide_TOC.html

Financial disclosure report program management made ier

Key Tasks - Summary
https://www.fdm.army.mil/PM_Reference_Docs/GCFDMIntro/GCIntro.htmlhttps://www.fdm.army.mil/PM_Reference_Docs/UsingFDM278.ppthttps://www.fdm.army.mil/PM_Reference_Docs/278/UsingFDM278.htmlhttps://www.fdm.army.mil/PM_Reference_Docs/UsingFDM450.ppthttps://www.fdm.army.mil/PM_Reference_Docs/450/UsingFDM450.htmlhttps://www.fdm.army.mil/documents/FDM_POC_Basic_User_Guide.pdfhttps://www.fdm.army.mil/documents/POC_Basic_User_Guide_Tutorial_for_Website/POC_Basic_User_Guide_TOC.htmlhttps://www.fdm.army.mil/documents/POC_Basic_User_Guide_Tutorial_for_Website/POC_Basic_User_Guide_TOC.htmlhttps://www.fdm.army.mil/documents/POC_Basic_User_Guide_Tutorial_for_Website/POC_Basic_User_Guide_TOC.htmlhttps://www.fdm.army.mil/documents/POC_Basic_User_Guide_Tutorial_for_Website/POC_Basic_User_Guide_TOC.htmlhttps://www.fdm.army.mil/documents/FDM_POC_Basic_User_Guide.pdfhttps://www.fdm.army.mil/PM_Reference_Docs/450/UsingFDM450.htmlhttps://www.fdm.army.mil/PM_Reference_Docs/UsingFDM450.ppthttps://www.fdm.army.mil/PM_Reference_Docs/278/UsingFDM278.htmlhttps://www.fdm.army.mil/PM_Reference_Docs/UsingFDM278.ppthttps://www.fdm.army.mil/PM_Reference_Docs/GCFDMIntro/GCIntro.html


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Confirm you are SLC (login to FDM, My Info | My Profile tab shows yourrole(s))

Check your SF/OGE 278 Filers (Admin | Filer tab, Show My Filers)

Add SLC Ethics Counselor (EC) (My Info | My ECs tab) to assist with SF/OGE278 review (Remove those who depart)

Add SLC Assistant (My Info | My ECs or My Info | My Assistants tab) toassist with input for annual Army report to OGE (Remove those who depart)

Use Management Reports tab to see report status (e.g., Not Started, Draft,Under Review), take/direct action (as appropriate); move reports to Complete

status

Check the FDM Resources tab:https://www.fdm.army.mil/helpSupport/resources.htm for updated resources

George HancockDirector, [email protected]

Gilbert CarlsonDeputy Director, [email protected] 696 5506

Send feedback
https://www.fdm.army.mil/helpSupport/resources.htmhttps://www.fdm.army.mil/helpSupport/resources.htm

TAB v - Using FDM [Slides]

Documents

Transcript of TAB v - Using FDM [Slides]