Training and evaluation outline report

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Training and Evaluation Outline Report

Status: Approved 03 Oct 2016

Effective Date: 28 Jan 2019

Task Number: 14-CO-8019

Task Title: Maintain Financial Management Systems (Financial Management Support Unit (FMSU))

Distribution Restriction: Approved for public release; distribution is unlimited. Destruction Notice: None Foreign Disclosure: FD1 - This training product has been reviewed by the training developers in coordination with the Fort Jackson, SC 29207

foreign disclosure officer. This training product can be used to instruct international military students from all approved countries without restrictions.

Supporting Reference(s):

Step Number

Reference ID

AR 25-1

AR 380-5

DOD 7000.14-R

FM 1-06

Reference Name

Required Primary









Department of Defense Financial



Management Regulations (DODFMR)

(Volumes 1-15)

Financial Management Operations




Source Information

Conditions: The Sustainment Brigade has deployed in support of units engaged in Unified Land Operations and directed the FMSU to maintain

Financial Management (FM) systems. The FMSU has stationed its subordinate Financial Management Support Detachments (FMSDs) throughout the unit's area of responsibility (AOR). Finance transactions are being made. All deployed automated systems are operational and loaded with current software. Data is being received from higher headquarters. Connectivity to the NIPRNET has been established. The FMSU is conducting operations in a dynamic and complex operational environment (OE) against a hybrid threat. Local standing operating procedures (SOP), AR 25-1, AR 380-5, DODFMR 7000.14-R and FM 1-06 are available. Conventional attacks by hostile aircraft and operations by ground elements are possible. Threat capabilities include information gathering, hostile force sympathizers, and terrorist activities in a Chemical, Biological, Radiological, Nuclear and high yield Explosives (CBRNE) environment. Some iterations of this task should be performed in MOPP 4.

Standards: All data is uploaded and downloaded with 100 percent accuracy. Specified financial reports are provided within established timelines and

in accordance with (IAW) DODFMR 7000.14-R. Access to automated equipment is restricted to authorized personnel. Automated information systems security practices, policies, and procedures are established, applied and maintained. Based on FMSUs authorized strength, 85% of the FMSU leaders and 80% of Soldiers in the automation section are present at training. The FMSU attains 90% on performance measures, 100% on critical performance measures, and 90% on leader performance measures to achieve a T rating. NOTE: Leaders are defined as the FMSU Commander and Senior Information Technology Specialist.

Live Fire: No

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Commander's Assessment

Evaluator's Observed Task Proficiency Rating

Leader Performance

Measures Critical

Performance Measures

Performance Measures

External Eval

Present at Training/Required

Leaders Present at Training/Required

Training Environment


Objective Task Evaluation Criteria Matrix:

Plan and Prepare

Operational Environment




Dynamic and

Complex (4+ OE Variables and Hybrid Threat)

Dynamic (Single Threat)

Static (Single Threat)

IAW unit CATS statement. Day














65-74% 75-79%




60-64% 60-74%










Remarks: None Notes: Managing risks is the responsibility of all leaders. Regardless of where the task is conducted, field or garrison, the identification of possible

hazards for personnel and equipment is essential to mission accomplishment. Risk management activities are continuous and are performed simultaneously with other operational tasks. Once identified potential hazards must be eliminated or reduced to an acceptable level. Leaders must always consider the local constraints and restrictions for their current operating area. All required non Army Publishing Directorate (APD) financial specific references and technical manuals will be provided by the local Defense Finance and Accounting Services (DFAS).

Safety Risk: Low Task Statements

Cue: None

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Leaders have an inherent responsibility to conduct Composite Risk Management to ensure the safety of all Soldiers and promote mission accomplishment.


Composite Risk Management is the Army's primary decision-making process to identify hazards, reduce risk, and prevent both accidental and tactical loss. All Soldiers have the responsibility to learn and understand the risks associated with this task.


Identifying hazards and controlling risks across the full spectrum of Army functions, operations, and activities is the responsibility of all Soldiers.

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Performance Steps and Measures

NOTE: Assess task proficiency using the task evaluation criteria matrix.

NOTE: Asterisks (*) indicate leader steps; plus signs (+) indicate critical steps.



+* 1. Commander, Financial Management Support Unit (FMSU) directs the establishment of automated financial operations.

a. Provides concept of operations.

b. Determines actions to be conducted in AOR or retrograded to Defense Finance and Accounting Service.

c. Coordinates with FMSC for approval of theater financial automation policy and plans.

+* 2. Senior Info Tech Specialist for the Automation Section of the FMSU develops plans for financial automation operations.

a. Provides FMSDs with network access.

b. Identifies specific systems and software needed for employment within AOR.

(1) Identifies components and capabilities of the Basic and Expanded Financial Management Tactical Platform (FMTP) using Combat Service Support Automated Information Systems Interface (CAISI) and Very Small Aperture Terminal (VSAT).

(2) Verifies the functionality of all components in FMTP using CAISI and VSAT.

(3) Provides guidance to FMSDs on employment of FMTP using CAISI and VSAT.

c. Develops and recommends policies and procedures for automated systems and data processing within area of operations.

d. Provides FMSDs with approved policies and procedures for automated systems.

e. Provides installation of software and hardware updates to the FMTP.

f. Provides installation of software and hardware updates to all FM systems and to the Financial Management Training Database (FMTDB), an integrated FM systems training platform encompassing Deployable Disbursing System (DDS), Centralized Account Processing System (CAPS), International Treasury Services (), Over-the-Counter Network (OTC-net), and Eagle Cash Card / Stored Value Card (ECC / SVC).

g. Supervises security and access controls for automated equipment hardware, software, and data.

h. Verifies that all FMSDs have appointed automated information management officers.

i. Establishes procedures and policies for continuity of operations plans (COOP).

j. Trains automated information system personnel, as required.

k. Supervises internal data processing operations.

+ 3. Automation Section personnel process financial data.

a. Receive data from higher headquarters and financial management elements within the AOR.

b. Generate reports of data received from higher headquarters and supporting elements.

c. Disseminate reports to appropriate unit personnel.

d. Upload data generated from unit transactions.

e. Verify accuracy of data uploaded and downloaded.

f. Apply automated information system security policies and procedures.

g. Implement COOP procedures.

+ 4. Automation Section personnel maintain automated system and communications support.

a. Exercise staff responsibility for information and communications operations.

b. Assign initial passwords and access level to new users in the FMSU.

c. Provide primary liaison with supporting communications element.

d. Maintain COOP for automated systems.

e. Conduct security and operational inspections of automated systems.

f. Coordinate external communications requirements.

g. Provide technical support and guidance to FMSDs for operations of all FM systems (i.e. Enterprise Resource Planning (ERP), Global Combat Support System-Army (GCSS-A), General Fund Business Enterprise System (GFEBS), Standard Procurement System / Performance Desktop Defense (SPS / PD2), Wide Area Work Flow (WAWF), DDS, OTC-net, ECC/SVC, , Integrated Personal Pay System-Army (IPPS-A) and FMTP) and associated interfaces.

(1) Provide kiosk troubleshooting when not mission capable (NMC).

(2) Install kiosk training data, as needed.

h. Coordinate requests for external technical assistance.



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Task Performance Summary Block

Training Unit



Date of Training per Iteration: Day or Night Training:

1 Day / Night

2 Day / Night

3 Day / Night

4 Day / Night

Total Leaders Authorized









% Leaders Present

Total Soldiers Authorized

% Soldiers Present

Total Number of Performance Measures

Total Number of Critical Performance Measures

Live Fire, Total Number of Critical Performance Measures

Total Number of Leader Performance Measures

% Performance Measures 'GO'

% Critical Performance Measures 'GO'

% Critical Performance Measures 'GO'

% Leader Performance Measures 'GO'


Evaluated Rating per Iteration T, T-, P, P-, U

Missions(s) supported:

Mission ID

14-TS-2202 14-TS-2113

Mission Title

Conduct Early Entry Operations (FMSU) Conduct Automation Section Activities

MOPP 4: Sometimes MOPP 4 Statement:

Some iterations of this task should be performed in MOPP 4.

NVG: Never NVG Statement: None Prerequisite Collective Task(s): None

Supporting Collective Task(s): None

OPFOR Task(s): None Supporting Individual Task(s):

Frequency Recommended Interval





Step Number Task Number


805A-36A-6016 Conduct e-Commerce Operations

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805A - Financial Management (Individual)



Supporting Drill(s): None Supported AUTL/UJTL Task(s):

ART 4.2.2

Task ID

Provide Financial Management Support




No TADSS specified

Equipment (LIN)

70209N 70347N 70342N 70343N 70340N


Materiel Items (NSN)


No materiel items specified


Product Type


Computer, Personal Workstation FMTP Financial Management Tactical Platform PIN-Pad Eagle Cash PIN Pad POS Eagle Cash Point ?of ?Sale Terminal Card-Reader Eagle Cash Card Reader





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Environment: Environmental protection is not just the law but the right thing to do. It is a continual process and starts with deliberate planning.

Always be alert to ways to protect our environment during training and missions. In doing so, you will contribute to the sustainment of our training resources while protecting people and the environment from harmful effects. Refer to the current Environmental Considerations manual and the current GTA Environmental-related Risk Assessment card. None

Safety: In a training environment, leaders must perform a risk assessment in accordance with current Risk Management Doctrine. Leaders will

complete the current Deliberate Risk Assessment Worksheet in accordance with the TRADOC Safety Officer during the planning and completion of each task and sub-task by assessing mission, enemy, terrain and weather, troops and support available-time available and civil considerations, (METT-TC). Note: During MOPP training, leaders must ensure personnel are monitored for potential heat injury. Local policies and procedures must be followed during times of increased heat category in order to avoid heat related injury. Consider the MOPP work/rest cycles and water replacement guidelines IAW current CBRN doctrine. Safety in performing tasks and within the work/task environment is everyone's responsibility. Supervisors and leaders must ensure a safe and healthful workplace by inspecting the area for hazards and promptly taking action as required to correct hazards. Leaders increase safety by ensuring that Soldiers and Army Civilians are trained and competent to perform their work safely, efficiently, and effectively. Counsel and take action as necessary with Soldiers or Army Civilians who fail to follow safety standards, rules and regulations, including the use of personal protective clothing and equipment, and seatbelts. Leaders should hold all personnel accountable for accidents and property damage, occurring in operations under their direct supervision and control. (See AR 385-10, The Army Safety Program).

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