May 2015 AMERICAN SOCIETY OF MILITARY COMPTROLLERS K S a n D i eg o C h a p t er COMMUNICATOR Vol. 8 Issue 5 FROM THE PRESIDENT We just closed out the ASMC National year and I am pleased to announce our Chapter has won some exceptional awards!! The many volunteers who keep our chapter running did extraordinary things to achieve the accomplishments and awards that we won this year. Congratulations ASMC San Diego for winning the following Chapter Awards from National! For winning Overall Chapter Competition Meritorious Award. This is an exceptional award in our chapter size category. Winning Five Star Chapter recognition, which we have maintained consecutively since 2004. For winning the Chapter Communications Distinguished Award 2nd year in a row, tied with the Alamo City Chapter. This is the highest award in this category and an incredible accomplishment to add to our placement in 2013 when we received the Meritorious Award in this category. And, for winning the Community Service Award by demonstrating exceptional community service. Upcoming Luncheon: August 26th LOCATION: MCRD Bay View Club I want to thank the elected and appointed board members, the numerous volunteers supporting our featured charities, and the San Diego Chapter members for attending our luncheons, training events and supporting our chapter. We are closing out this year with the combined highest and most awards won by this chapter and we should all be proud!! If you are attending PDI in New Orleans, Brenda Meyer, our Executive Vice President, will there representing the chapter at the National Council Meeting, receiving our awards during the lunch general sessions and coordinating meeting and seating with other San Diego chapter attendees. If you are attending this year please contact her to let her know or if you see her around the convention center be sure to say hello. Evelyn Peoples-Mahoney and Merlinda Medina, chapter board members, will be there as well assisting Brenda. Thanks and see you at our next ASMC event, Ken Suazo May 6 - Observance, National Nurses Day May 7 - Observance, National Day of Prayer May 16 - Observance, Armed Forces Day May 25 - National holiday, Memorial Day May 25 - Observance, National Missing Children's Day Highlights in this Issue: AWARDS NOTICE TOUR PICTURES NEWS FROM NATIONAL SPECIAL ARTICLE TRAINING INFO 2004-15 FIVE STAR CHAPTER Memorial Day Page 2 AMERICAN SOCIETY OF MILITARY COMPTROLLERS S a n D i eg o C h a p t er COMMUNICATOR Vol. 8 Issue 5 Pictures from the special tour of the USS Reagan that our ASMC members were privileged to attend in April. Excellent tour, great information and insight into this unique ship! Dan Dalton, Karen Dalton, Mike Finnell, Patty Finnell, Letty Soto, Cathe Flores, Francisco Soto Page 3 AMERICAN SOCIETY OF MILITARY COMPTROLLERS S a n D i eg o C h a p t er COMMUNICATOR Vol. 8 Issue 5 Here are three more pictures of the USS Reagan tour. Visit our website for the complete gallery. MEMBER NEWS – TRAINING AND CDFM: The June 18, 2015 class is full. Future classes are planned for January & June 2016. The Enhanced Defense Financial Management Training Course (EDFMTC) is a five-day, intensive financial management review course taught in three modules. The course is provided by the Department of Defense and is licensed and copyrighted by the American Society of Military Comptrollers. LINK TO ENROLL: https://www.atrrs.army.mil/edfmt/ This training is provided for a variety of reasons. First, the departmental leadership is interested improving the overall technical and managerial capabilities of the financial management work force. Secondly, the program is designed to broaden the perspective of each financial manager by introducing them to areas of expertise outside their daily responsibilities. Finally, the course assists in preparation for a stringent examination, the Certified Defense Financial Manager. However, the course is only partial preparation and you should undertake a considerable amount of additional study prior to registering for the CDFM examination. While presented in an “overview” format, the material covered in the course varies in intensity from the intermediate level to the advanced level. There are no prerequisites established by the ASMC for this course, only your selection by the Department of Defense to attend. The course is delivered in a classroom setting with two instructors and a maximum of 32 students (”group-live”). On completion of the course you will be awarded up to 40 continuing professional education hours, depending on your attendance. The EDFMTC has been established as college-level instruction by the American Council on Education (ACE) and has a 3 credit hour recommendation at the lower-level baccalaureate degree category for students who earn a C or higher in the course. For upper-level baccalaureate credit, a written paper must be submitted in addition to completing the course with a B or higher for consideration of 3 credit hours. You will also receive 8 hours of credit towards the FM Certification for level 1, and 32 hours of credit towards FM Certification for level 3. Be sure to check our website for new pictures!! LUNCHEON NEWS: April’s Luncheon Speakers: John Skober and Christine Esparza spoke on "Financial Improvement and Audit Readiness - Past, Present and Future". If you missed the luncheon you missed their discussion on what 1982 and waves have to do with FIAR! If you’d like details, their presentation is on our website under the Library tab. Page 4 AMERICAN SOCIETY OF MILITARY COMPTROLLERS S a n D i eg o C h a p t er COMMUNICATOR Vol. 8 Issue 5 ASK MAC! Dear Mac, Can you explain when it’s appropriate to use a project order? Our team likes to use them since it extends the life of the appropriation, but our Comptroller seems to go a little crazy every time we mention using one for that reason. What are we doing wrong? Deedee A. Broze Deedee, Using a project order does extend the life of the appropriation, although this should not be the primary reason for using it. When a MIPR is handled under the Project Order Act, it is treated as if it were a contract between DoD and another federal government activity. The issuing document must specifically state the request is a project order and it is obligated upon acceptance by the receiving activity. Project orders must be for non-severable efforts and at least 51% of the work must be done in-house by the receiving activity. It’s the law. There are some key questions to consider before using a project order. • When is the work going to start? The bona fide need must occur in the availability period of the year of the funds that are being used and the Financial Management Regulation allows until 31 December after the funds expire for the work to begin • Is the effort non-severable? What are the deliverables, and when will they be delivered? The deliverables must be specific and clearly defined. • Can the receiving activity perform the work? The organization that receives the project order must be capable of performing the work. They cannot contract for a large portion or majority of the effort. Project Orders are addressed in U.S. Code, Title 41, Section 23 (Project Order Act), and DoD 7000.14-R, Volume 11A, Chapter 2. When in doubt, check with your friendly, local comptroller to see if the work that you are planning warrants the use of a project order. Thanks for a great question! Sincerely, Mac Page 5 AMERICAN SOCIETY OF MILITARY COMPTROLLERS S a n D i eg o C h a p t er COMMUNICATOR Vol. 8 Issue 5 SAVE THE DATE! American Society of Military Comptrollers will be hosting our premiere training event, ASMC Training Day 2015 on Wednesday, July 29, 2015 at the Naval Mine Anti-Submarine Warfare Command (NMAWC). This event is co-sponsored by ASMC San Diego Chapter and Defense Acquisition University Alumni Association (DAUAA) West Chapter. This daylong training event will have sixteen sessions offered on a variety of topics and will offer attendees the opportunity to learn about current events and hot topics and network with other professionals. The day will wrap up with a Distinguished Speaker Panel conducting a town hall style discussion on current events in DoD. Mark your calendar for Wednesday, 29 July. Stay tuned for upcoming notices and we hope to see you there! We are also looking for speakers/trainers for the event. If you are interested please contact Joanne MacDonald-Morrow at [email protected]. Joanne MacDonald-Morrow NEWS from NATIONAL: PDI 2015 – Marching Forward – Be in that Number Visit National’s website to register. http://pdi2015.org/registration/ Registration for PDI 2015 is now available! Payment is required at the time of registration so please be sure you have obtained authorized funding and understand your organization’s regulations for payment. Please note the following: For a list of answers to frequently asked questions, please visit our FAQ page! Attendees may participate in Monday and Tuesday sessions and special events if arriving early enough on Tuesday. The PDI officially kicks off with Opening Ceremonies on Wednesday morning at 0800, followed by Service Day activities. When completing online registration or the paper form, attendees should select which service day activities (May 27) they wish to attend (Army, Air Force, Coast Guard, DFAS or Defense-Wide.) Breakfast and lunch are provided Wednesday – Friday as part of the registration fee. In addition, one dinner is included in registration fee on Wednesday evening. Page 6 AMERICAN SOCIETY OF MILITARY COMPTROLLERS S a n D i eg o C h a p t er COMMUNICATOR Vol. 8 Issue 5 National Chapter Award Winners Congratulations to all the winning chapters shown below! Chapter Awards for 2015 will be presented at the PDI in New Orleans. Overall Chapter Competition A-1 Category -Distinguished - Alamo City -Meritorious - San Diego A Category -Distinguished - Gulf Coast -Meritorious – Buckeye B Category -Distinguished - Sequoyah -Meritorious - Great Jacksonville C Category -Distinguished - Great River -Meritorious - High Desert Chapter Communications A-1 Category -Distinguished - Alamo City and San Diego (tie) -Meritorious - Redstone Huntsville A Category -Distinguished - Buckeye -Meritorious - Gulf Coast B Category -Distinguished - Sequoyah -Meritorious - Greater Jacksonville C Category -Distinguished - Great River -Meritorious – Pioneer Five Star Recognition -Alamo City, Aloha, Aviation, Buckeye, Central NY Leatherstocking, Chesapeake, Cleveland, Coastal Georgia, Evergreen, Fort Knox, Forty Niner, Great Plains, Great River, Greater Jacksonville, Greater Stuttgart, Gulf Coast, Hampton Roads, Land of Lincoln, Middle Georgia, Montgomery, Pikes Peak, Pioneer, .Red River, Redstone – Huntsville, San Diego, Sandhills, Sequoyah, Southside Virginia, Utah, Washington, Yankee Community Service The following chapters have demonstrated exceptional community service and have met the required number of hours in their chapter size category in the 2014 - 2015. -Alamo City, Aloha, Aviation, Buckeye, Central NY Leatherstocking, Chesapeake, Cleveland, Crown of Maine, Fort Knox, Great Plains, Great River, Greater Jacksonville, Gulf Coast, Hampton Roads, Land of Lincoln, Middle Georgia, Pikes Peak, Pioneer, Red River, Redstone – Huntsville, San Diego, Washington, Yankee. Membership Growth Absolute Growth - Great River Percentage Growth - Naples Page 7 AMERICAN SOCIETY OF MILITARY COMPTROLLERS S a n D i eg o C h a p t er COMMUNICATOR Vol. 8 Issue 5 MEMBERSHIP LINKS: Join ASMC: http://www.asmconline.org/membership/join-renew/ E L E C T ED OF F I CE R S: PRESIDENT: Ken Suazo [email protected] 619-532-1099 DSN 522 Update your Profile: http://www.asmconline.org/membership/edit-profile/ Renew ASMC Membership: http://www.asmconline.org/membership/renew/ EXEC VICE PRESIDENT: Brenda Meyer, 619-553-1569 [email protected] National Chapter Leadership Award ADMIN VICE PRESIDENT: Sherry Major, 619-532-4654 [email protected] INFORMATION TECH. VICE PRESIDENT: Patty Finnell, 619-532-4823 DSN 522 [email protected] Congratulations to the newest Chapter Leadership Award Winners! This award is given to recognize individuals for outstanding continuous leadership, accomplishments and support of the society at the chapter level. SECRETARY: Mike Ortiz, 619-533-4434 [email protected] Ken Suazo, San Diego Chapter TREASURER: Genia Kyres, 619-553-1102 [email protected] Leaders who lead by example, admit their mistakes and recognize their followers have the best results as far as organizational growth and commitment. Ken possesses all of these qualities and more. In 2012, Ken was elected as President of the ASMC San Diego Chapter. Before becoming president, he was the Administrative Vice President for more than five years. Since his presidency, he has changed and renewed the culture of the board and the chapter and has inspired many to join his remarkable team! Being a board member is difficult, but becoming President is more than just a job, it is a commitment! Finding time to take on this new job is no easy task, but he stepped up to the challenge and never looked back. Because of his leadership, the chapter has reached out to speakers like Congresswoman Susan Davis! ASSISTANT TREASURER: Michael Hoover, 619-524-3050 [email protected] NATIONAL CHAPTER REP: Helen Profeta, 619-532-1114 DSN 522 [email protected] A P P OI N T E D P OS I TI O NS : New! SPECIAL ASSISTANT: Letty Soto, 619- 553-8035 [email protected] PHOTOGRAPHER: Kaitlyn Krowel, 619-553-2754 [email protected] In addition, Ken is always humble and is willing to give of himself rather than receive. He takes the time to let the other board members know that he truly appreciates what fellow members do. He has helped this chapter become more of a cohesive team and listens to challenges, struggles and changes. He is always welcoming; he makes the effort to acknowledge and appreciate members, and always gets to know presenters so that they are comfortable at appearing at chapter events. His sincerity touches your heart and makes you feel good about yourself and what you are doing for the organization. CHARITY CHAIRs: Meghann Stastny & Merlinda Medina [email protected] 553-2566 [email protected] 553-1299 CDFM CHAIR: May Strickland 619-537-2079 Ken reminds us that leaders are never born; they are made through experiences and possess qualities to help other succeed and grow. SPECIAL EVENTS COORDINATOR: Evelyn Peoples-Mahoney, 619-553-1737 [email protected] SPONSORSHIP CHAIR: Frances Hill, 619-553-3856 [email protected] SCHOLARSHIP CHAIR: Jenny Giang, 619-553-2406 [email protected] WEBMASTER: Justin Tuyay New! CDFM CPEs: 50 minutes = 1 unit Speaker for April 22rd Luncheon 30 minutes = .6 CPE
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