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Financial Disclosure Management (FDM) Status Reports

This online presentation provides information on managing financial disclosure reports, including report progress, overdue reports, and tools to move reports along. It also covers reminders for OGE 450 filers and supervisors.

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Financial Disclosure Management (FDM) Status Reports

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  1. Financial Disclosure Management (FDM) Status Reports Slides: https://www.fdm.army.mil/PM_Reference_Docs/SLCStatus.ppt Gilbert Carlson & George Hancock Office of the General CounselEthics & Fiscal Deputy Director, FDMGilbert.Carlson@us.army.mil 703-696-5506 Director, FDMGeo-Hancock@us.army.mil 703-696-5512 1777 N. Kent Street, Suite 2000 Arlington, VA 22209

  2. Online Presentation Controls The presentation will open once the link is clicked and it will self-run. Turn speakers on to hear narration. Click to enlarge slides in a separate window Manual advance Volume Pause (II) or Play (>)

  3. Topics • Management Reports – Seeing Report Status/Progress • Overdue OGE 450s • Actions - Remind Filers, Supervisors tools to move reports along

  4. Review Reports Use Search filter settings to narrow/change what Search displays. Quick Reference: https://www.fdm.army.mil/documents/QRC_Reviewing_SF_278.pdf

  5. Disclosure • Registered Filers • Details • Filers with no reports • Administration (Supervisors) • Currently Overdue (OGE 450 only) • “SLC-220 Worksheet” Management Reports Quick Reference: https://www.fdm.army.mil/documents/QRC_FDM_Management_Reports.pdf

  6. Management Reports - Disclosures

  7. Registered Filers Goal is get these numbers to “0” by filing deadline

  8. SLC or 450 Certifier Registered Filers Change the year as necessary

  9. Disclosure Detail

  10. Disclosure Detail

  11. My Reviews | Remind OGE 450 Filers • Four types of OGE 450 Filers to “remind” – • Filers assigned who need an initial notice to file • Those who still haven’t started • Those who started a Draft, but haven’t submitted • Those who missed the due date (or extended due date) Quick Reference Card: https://www.fdm.army.mil/documents/FDM_QRC_Remind_Filers.pdf

  12. My Reviews | Remind OGE 450 Filers

  13. My Reviews | Remind OGE 450 Filers Similar optional notice to include Supervisors of the selected filers

  14. My Reviews | Remind OGE 450 Filers

  15. Four types of OGE 450 Filers to “remind” – • Filers assigned who need an initial notice to file • Those who still haven’t started • Those who started a Draft, but haven’t submitted • Those who missed the due date (or extended due date) My Reviews | Remind OGE 450 Filers Repeat as often as necessary during/after the filing season using the other “Find” options

  16. Management Reports - Disclosures

  17. Disclosure Detail

  18. Remind Supervisors My Reviews | Remind Supervisors tab

  19. Currently Overdue OGE 450s Maybe run monthly starting 1 March? Quick Reference: https://www.fdm.army.mil/documents/QRC_FDM_Management_Reports.pdf

  20. “Success Score” • On the Management Report | Review Metrics tab • 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 60 days of the Filer’s submission (thus meeting the OGE review rule)

  21. “Success Score”

  22. Summary • Management Reports – Seeing Report Status/Progress • Overdue OGE 450s • Actions - Remind Filers, Supervisors tools to move reports along Deputy Director, FDMGilbert.Carlson@us.army.mil 703-696-5506 Director, FDMGeo-Hancock@us.army.mil 703-696-5512 1777 N. Kent Street, Suite 2000 Arlington, VA 22209

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