R 131700Z AUG 21
MARADMIN 425/21
MSGID/GENADMIN/CMC WASHINGTON DC PR//
SUBJ/GUIDANCE FOR DEFENSE AGENCIES INITIATIVE (DAI) TRANSITION TRAINING EVENTS AND PERFORMANCE REQUIREMENTS IN ASSOCIATION WITH G8 AND G4 ROLES AND RESPONSIBILITIES//
REF/A/DC PR MEMORANDUM 7301/MEMO R/030 DATED 16 OCTOBER 2020//
REF/B/USMC DAI COST ACCOUNTING AND ORDER TO CASH TRAINING ADDENDUM//
REF/C/USMC DAI BUDGET TO REPORT TRAINING ADDENDUM//
REF/D/USMC DAI PROCURE TO PAY TRAINING ADDENDUM//
NARR/REF A IS THE TRANSITION OF THE MARINE CORPS GENERAL FUND FINANCIAL MANAGEMENT AND ACCOUNTING SYSTEM MEMORANDUM. REF B IS THE DAI COST ACCOUNTING AND ORDER TO CASH TRAINING ADDENDUM THAT OUTLINES ROLES AND RESPONSIBILITES FOR ALL END-USERS. REF C IS THE DAI BUDGET TO REPORT TRAINING ADDENDUM THAT OUTLINES ALL ROLES AND RESPONSIBILITES FOR ALL END-USERS. REF D IS THE DAI PROCURE TO PAY TRAINING ADDENDUM THAT OUTLINES ALL ROLES AND RESPONSBILITES FOR ALL END-USERS.
POC/G.D. ROTSCH/COL/UNIT: DC PR WASHINGTON DC/-/TEL: 703-614-3413/E-MAIL: GARY.D.ROTSCH@USMC.MIL//
POC/M.J. MURCHISON/COL/UNIT: DC I&L WASHINGTON DC/-/TEL: 571-256-7098/E-MAIL: MICHAEL.J.MURCHISON@USMC.MIL//
POC/A.J. TROUT/CIV/UNIT: DC IL WASHINGTON DC/-/TEL: 703-695-6019/E-MAIL: ANDREW.J.TROUT@USMC.MIL//
POC/M.E. STILSON/MAJ/UNIT: DC PR WASHINGTON DC/-/ TEL: 703-614-6993/E-MAIL: MATTHEW.STILSON@USMC.MIL//
POC/B. WENTLANDT/MGYSGT/UNIT: DC IL WASHINGTON DC/-/TEL: 571-256-7119/E-MAIL: BRADY.WENTLANDT@USMC.MIL//
POC/T. USSERY/MGYSGT/UNIT: DC PR WASHINGTON DC/-/TEL: 703-614-6993/E-MAIL: TIMOTHY.USSERY@USMC.MIL//
GENTEXT/REMARKS/1. SITUATION.
1.a. Reference (a) outlines the United States Marine Corps (USMC) transition from dispersed financial management systems to a consolidated Business Mission System, Defense Agencies Initiative (DAI), with a go-live production date of 01 October 2021. To successfully transition all members into DAI with effective and quality training, a phased approach has been identified for implementation.
1.b. References (b) through (d) are training addendums that provide detailed guidance on the USMC transition to DAI. The goal of the training addendums is to provide quality, cost-effective training to enhance overall knowledge, and develop skills and enrichment.
1.c. The USMC training program provides USMC end-users with initial and ongoing training and performance requirements for transition into the DAI system for full financials. The training addendums establish specific training requirements and expectations that correspond and align with the current USMC DAI Training approach.
1.d. The DAI Train-the-Trainer program is designed to train USMC trainers with a global solution of how to perform business tasks using the DAI Business Mission System. The USMC training team will customize the global training materials to outline the Service’s specific training needs and configuration. All training provided by and developed by the USMC DAI training program will incorporate USMC specific policies and processes.
1.e. The training transition from dispersed financial management systems to a consolidated Business Mission System in DAI will be accomplished in three overall phases.
1.e.1. Phase 1: DAI Program Management Office (PMO) Train-the-Trainers, wave 1, 19 May 2021 through 4 June 2021.
1.e.1.a. Phase 1a: DAI PMO Train-the-Trainers, wave 2, 14 June 2021 through 25 June 2021.
1.e.2. Phase 2: Financial System Users, Instructor-Led, 12 July 2021 through 12 November 2021.
1.e.3. Phase 3: New Employees, Computer-Based, and On Job Training.
1.e.4. This MARADMIN addresses the actions required to execute Phase 2 to ensure a successful transition into DAI.
2. MISSION. The USMC will transition from Standard Accounting, Budgeting, and Reporting System (SABRS) to DAI, with a go-live production date of 01 October 2021.
3. EXECUTION.
3. a. CONCEPT OF OPERATIONS. The responsible organization for the DAI transition for Budget to Report (B2R) and Cost Accounting (CA) is Deputy Commandant, Programs and Resources. The responsible organization for the DAI transition for Procure to Pay (P2P) and Order to Cash (O2C) is Deputy Commandant, Installations and Logistics.
3.b. TASKS. The following Tasks must be completed prior to the 01 October 2021 DAI Go-Live production Date.
3.b.1. Beginning on 19 July 2021, employees who do not have access, new employees and those with new roles will be responsible for requesting access to DAI via the Access Request Management Service (ARMS) process. In October 2021, User Management Access (UMX) will be auto populated from ARMS. Additionally, beginning on 19 July 2021, all DAI Users are required to submit a DD Form 2875, System Authorization Access Request (SAAR) and/or a DD Form 577, Fiscal Law Certification for the appropriate responsibility in ARMS.
3.b.2. Training Team Responsibilities. USMC DAI Training Team provides USMC driven training materials to the Train-the-Trainers to facilitate end user training along with training addendums, the roles and responsibilities, and quick reference guides. The Team will: Ensure training requests are being processed in a timely manner; Deploy teams to help commands when requests are received; and Update training material accordingly due to changes in policy and procedures.
3.b.3. Command Representative Train-the-Trainers
3.b.3.a. The DAI train-the-trainer program is designed to train USMC trainers with a global solution of how to perform business tasks using the DAI Business Mission System. They will provide follow-on training at their local commands; support user queries and tickets submitted to the regional DAI help desk, as well as the Subject Matter Expert (SME) for all DAI users within their command. The Command Representatives will: Create command specific training materials based on command SOPs; Ensure command representative have appropriate documentation to get access to DAI; Ensure training requests are sent to the DAI training team for assistance with training and follow up questions and answers; Secure training facilities and IT assets for scheduled training waves; Submit training metrics weekly to OMB_DAI_TRAINING@USMC.MIL each Friday.
3.b.3.b. At the conclusion of training, Command Representative Train-the-Trainers will send the following to OMB_DAI_TRAINING@USMC.MIL: Consolidated End User Template (EUT) training rosters and Feedback Forms.
3.b.3.c. Certificates will be provided by the lead trainer via email and will include the users name, approved signature block for training certification, and detailed list of what courses/hours attended.
3.c. COORDINATING INSTRUCTIONS.
3.c.1. Cost Accounting (CA) Responsibility Based Curriculum Learning Objectives.
3.c.1.a. Projects Cost Accounting ALL Role. Run the Interface Supplier Costs Process and the Update Project Summary Amounts Process; Review and Update Allocation Rules; Generate Allocation Transactions; Review Allocation Run and Release Transactions; Run Create Accounting Processes; Perform a Labor Cost Transfer in Projects; Transfer Labor Cost to General Ledger; View Project Expenditures; Review Project Status Inquiry; Run the Project Task Structure Report and the Budget Report; and Run the XXD_DCPS_Gross_Pay_Prelim Request.
3.c.1.b. Projects Budgets ALL Role. Create Direct and Indirect Projects and Tasks; Modify Key Members; Manage Default Projects and Tasks; Validate Employee Default Project and Task; Enter and Modify a Funds Control Budget; View Budget History; Run the Interface Supplier Costs Process and the Update Project Summary Amounts Process; Review and Update Allocation Rules; Generate Allocation Transactions; Review Allocation Run and Release Transactions; View Project Expenditures; Review Project Status Inquiry; and Run the Project Task Structure Report and the Budget Report.
3.c.1.c. Projects Inquiry Role. Review Project Status Inquiry; Run the Project Task Structure Report; and Run the Budget Report.
3.c.1.d. Projects Inquiry ALL Role. Review Project Status Inquiry; Run the Project Task Structure Report; and Run the Budget Report.
3.c.1.e. Projects Finance. Enter and Modify Funds Control Budget; View Budget History; Run the Interface Supplier Costs Process and the Update Project Summary Amounts Process; Generate Allocation Transactions; View Project Expenditures; Review Project Status Inquiry; and Run the Project Task Structure Report and the Budget Report.
3.c.1.f. Projects Inquiry Manager Responsibilities. View Expenditure Inquiry.
3.c.1.g. Projects Capitalization ALL Responsibilities. View Expenditure Inquiry.
3.c.1.h. Projects Budgets Interface Submittal Responsibilities. DAI Global Load Interface Overview. Perform a Project Budget Upload.
3.c.1.i. Projects Billing Interface Submittal Responsibilities. DAI Global Load Interface Overview.
3.c.1.j. Projects Interface Submittal Responsibilities. DAI Global Load Interface Overview; and Remaining Uploads Overview.
3.c.2. Budget to Report (B2R) Responsibility Based Curriculum Learning Objectives.
3.c.2.a. B2R GL Accountant. This will be a role held by Defense Finance Accounting Service (DFAS). Users will have the ability to complete the following tasks: Enter, import, correct and delete (unposted manual) journals and journals batches; Enter Budget Authority; Enter Funds Distribution; Perform PSA Funds Check; Define allocations and recurring journals; Generate journal reversals, allocations, recurring journals, carry forward journals; Schedule allocations and recurring journals; and define and generate auto allocations. Inquire on: Average balances for any summary or detail account. Journals: Batch, and detail lines. Account balances at the summary or detail level: Drill down to journal details and review subledger detail. Define custom financial reports (FSG); Request financial reports, e.g. 1002; Request standard reports, e.g. trial balance, status of funds availability; Open and close GL periods; Run B2R related requests/reports; Utilize Web Application Desktop Integrator (ADI); Document cross references between related: Commitments, Obligations, Receipts, Invoice, Payments; View Requisitions Details; and View Requisition Lifecycle Tracking.
3.c.2.b. Fed Admin Budget Analyst. Users will have the ability to complete the following tasks: Enter and maintain appropriations; Enter and maintain distributions (apportionments, allotments, sub-allotments); and Import, correct and delete budget transactions. Inquire on: Funds available online at detail and summary levels; Query a budget level and the amount available for that budget level. View effects of budgetary authority vs. spending transactions for: Commitments, Obligations, Expenditures; Run B2R related requests/reports; Enter Budget Authority and Enter Fund Distributions; View Subledger Accounting - View Accounting Lines, Accounting Events, Journal Entries and lines; and View Fed Admin Inquiry Payables Management.
3.c.2.c. Fed Admin Budget Manager. Users will have the ability to complete the following tasks: Define budget level hierarchies (e.g. appropriation, apportionment, allotment, sub-allotment); Specify document numbering schemes and indicate whether workflow functionality is to be used (budgets); Enable security for accessing and entering budgetary information; Set budget level access for each user; Grant budget level access rights to each user; Grant access rights for transactions at different budgetary levels; Establish Accounting Flex field segments to which each fund is distributed at each budget level; Limit spending by fun; Enter and maintain (including approve) appropriations; Enter and maintain (including approve) distributions; Import, and correct and delete budget transactions. Inquire on: Funds available online at detail and summary levels; and Budget level and the amount available for that budget level. Effects of budgetary authority vs. spending transactions for: Commitments, Obligations, Expenditures; Run B2R related requests/reports; Enter Budget Authority and Enter Fund Distributions; View Subledger Accounting - View Accounting Lines, Accounting Events, Journal Entries and lines; View Fed Admin Inquiry Payables Management; Upload WEBADI Budget Transactions; and Inquiry on Budget Transactions Summary.
3.c.2.d. Fed Admin System Accountant. This will be a role held by DFAS. Users will have the ability to complete the following tasks: Establish/define budget transaction types; Establish transaction codes and relate them with transaction types; and Maintain configurations and value sets for: Federal Options, Federal System Parameters (FACTS I, II, 224, FACTS Transaction Register); United States Standard General Ledger (USSGL) Accounts, FACTS I, II Attributes, Transaction Codes, Journals; Sources, Categories, Auto Post criteria, Auto Reverse criteria Key and Descriptive Flex fields; Appropriations; Treasury account codes, Federal account symbols, Budget accounts, Appropriation parameters, FACTS II edit codes, Budget fiscal year segments, Fund rates, Purging treasury symbols; Federal report definitions; 224, 1219/1220, SF133, Funds availability, Financial statements, Agency location code; Federal financials lookup codes; FACTS II reporting codes; Define Reports; FACTS II, SF132, FMS 224; Inquire on funds available online at detail and summary levels; Inquire on budget level and the amount available for that budget level; Define prior year adjustment criteria, define adjustment transaction search criteria; Inquire on prior year adjustments; Run DDRS related process including daily file, monthly file and Treasury Tie Point analysis; and Run B2R related requests/reports.
3.c.2.e. B2R GL Manager. This will be a role held by DFAS. Users will have the ability to complete the following tasks: Enter, post, import, correct and delete journals and journal import batches. Define allocations and recurring journals; Generate journal reversals, recurring journals, carry forward journals and allocations; Schedule allocations and recurring journals; and define and generate auto allocations. Inquire on: Average balances for any summary or detail account; Budgets, master and detail; Journals, batch and detail lines; Funds available online at detail and summary levels; Budget levels and the amount available for that budget level; Account balances at the summary or detail level; Drill down to journal details and review subledger detail; Request financial reports, e.g. 1002; Request standard reports, e.g. trial balance, status of funds availability; Define custom financial reports for Financial Statement Generator (FSG); Open and close GL periods; Establish journal approval limits; Run B2R related requests/reports; Utilize Web Application Desktop Integrator (ADI); and Document cross references between related: Commitments, Obligations, Receipts, Invoice, and Payments.
3.c.2.f. Fed Admin Inquiry. Users will have the ability to complete the following inquires: Record receipts or acceptance transactions that were in a prior period that is now closed; and Run B2R related requests/reports. Inquire on: Treasury confirmation; System for Award Management (SAM) Vendors; Invoice Status (AP); Prior year upward and downward adjustments to obligations; and Document cross references between related: Commitments; Obligations; Receipts; Invoices; and Payments. Customer invoice status (AR). Funds available at detail and summary levels. Budget level funds available.
3.c.2.g. B2R GL Inquiry. Users will be able to inquire on journals and account balances, including sub-ledger details. Inquire on: Journals (Batches and Detail Lines); Account balances at the summary or detail level with ability to: Drill down to journal details; and review sub-ledger detail. Generate financial reports, custom and standard like the trial balance and status of availability of funds. Document cross references between related: Commitments; Obligations; Receipts; Invoice; and Payments.
3.c.3. Procure to Pay (P2P) Responsibility Based Curriculum Learning Objectives.
3.c.3.a. iProcurement Requisitions Role. Users will have the ability to complete the following tasks: Create, amend, and view Requisitions (Commitments) and Amendments (PR, MIPR, and IAA). Run draft Requisition (Commitment) & Amendment reports (PR, MIPR & IAA). Manage contract type Requisitions through an integration with Purchase Request Data Standard (PRDS) and PRDS related reports and programs. Note: PRDS is an outbound interface from DAI that automates flow of PR data directly from DAI to Standard Procurement System-Marine Corps (SPS-MC). Run various reports and programs within the core DAI application.
3.c.3.b. iProcurement Requisitions Approver Role. Users will have the ability to complete the following tasks: Create, amend, and view Requisitions (Commitments) and Amendments (PR, MIPR, and IAA). Run draft Requisition (Commitment) & Amendment reports (PR, MIPR & IAA). Manage contract type Requisitions through an integration with Purchase Request Data Standard (PRDS) and PRDS related reports and programs. Note: PRDS is an outbound interface from DAI that automates flow of PR data directly from DAI to Standard Procurement System-Marine Corps (SPS-MC). Run various reports and programs within the core DAI application. Cancel and Liquidate Requisitions (Commitments).
3.c.3.c. P2P Agency Operations. Users will have the ability to complete the following tasks: P2P Agency Operations provides the ability to run reports in DAI. It can also be used to run Concurrent Programs to resolve interface file errors related to Wide Area Workflow (WAWF), AXOL (Government Purchase Card (GPC)), and Global Obligation and Accounts Payable interfaces. Capability to enter and maintain procurement buyers.
3.c.3.d. P2P MIPR Acknowledgement. Users will have the ability to complete the following tasks: Record, track, and alter Military Interdepartmental Purchase Request (MIPR) and Interagency Agreements (IAA) acceptance/acknowledgements in DAI. Inquire on all Requisition (Commitment) documents. Acknowledge/change acceptance for MIPRs and IAAs. Run reports. View or Print Attachments such as DD448 and DD448-2.
3.c.3.e. P2P Inquiry No Attachments. Users will have the ability to complete the following tasks: Create, amend, and view Requisitions (Commitments) and Amendments (PR, MIPR, and IAA). Run draft Requisition (Commitment) & Amendment reports (PR, MIPR & IAA). Manage contract type Requisitions through an integration with Purchase Request Data Standard (PRDS) and PRDS related reports and programs. Note: PRDS is an outbound interface from DAI that automates flow of PR data directly from DAI to Standard Procurement System-Marine Corps (SPS-MC). Run various reports and programs within the core DAI application.
3.c.3.f. P2P Inquiry Responsibilities. Users will have the ability to complete the following tasks: View P2P transactions and information including Requisitions (Commitments), awards (Obligations), Receipts (Accruals), Invoices (Expenditures), and Payment (Liquidation) detail. View attachments.
3.c.3.g. P2P Procurement Officer Responsibilities. Users will have the ability to complete the following tasks: Run Purchasing and Payables Reports. View sub ledger accounting (SLA): Accounting events, journal entries, journal entry lines, etc. Create Awards (Obligations) and Modifications. Enter a direct Obligation. Manage Procurement Data Standard (PDS) interfaced awards and modifications. Note: The PDS is functionality automates the process of recording obligations and modifications in the DAI system by routing signed contract files that are currently being generated by the Contract Writing System (i.e., SPS-MC, SEAPORT, NEST) and sent through the Global Exchange (GEX) system.
3.c.3.h. P2P Purchasing Operations Responsibilities. Users will have the ability to complete the following tasks: Invoices (Expenditures). Suppliers/Central Contractor Registration (CCR) vendors. Requisitions (Commitments). Purchase Orders. Pending Purchase Order (PO) changes. Award (Obligation) change history. Run Purchasing and Payables Reports and concurrent processes. View subledger accounting (SLA): Accounting events, journal entries, journal entry lines, etc. Create Awards (Obligations) and Modifications. Enter a direct Obligation. Manually record, track, and alter Military Interdepartmental Purchase Request (MIPR) and Interagency Agreement (IAA) acceptance/acknowledgments. Liquidate, cancel, and delete Requisition (Commitment) documents. Note: The P2P Purchasing Operations responsibility is typically assigned to a power user or DAI Agency Tier I Helpdesk Analysts, as it allows for troubleshooting production issues and access to tightly controlled capabilities.
3.c.3.i. P2P Receipts Responsibilities. Users will have the ability to complete the following tasks: Enter Receipts (Accruals). View prior Receipts (Receipts that are in a returned status). Enter Receipt returns. Manage shipments. Match unordered Receipts. Update movement statistics. Run purchasing and payables reports. View Awards (Obligations) and modifications. View receiving transactions.
3.c.3.j. P2P Supplier Maintenance Responsibilities (xx Hours). Users will have the ability to complete the following tasks: Enter, update, view and maintain supplier/vendor information. Run Purchasing and Payables Reports, manage and run Central Contractor Registration (CCR) vendor interface.
3.c.3.k. P2P Maintenance (xx Hours). Users will have the ability to complete the following tasks: The P2P Maintenance responsibility allows for entering and end dating (disabling) of procurement buyers. Procurement buyers are those who will have the P2P Procurement Officer responsibility used for entering, updated, and modifying Awards (Obligations).
3.c.3.l. P2P Miscellaneous Pay Role. Users will have the ability to complete the following tasks: Ability to view CLM transactions. Ability to view invoices, payments, and suppliers. Ability to execute “Maintain WAWF Status Report”.
3.c.3.m. Receipt Interface Submittal Role. Users will have the ability to complete the following tasks: Ability to execute DAI Global P2P Receipt Load Program. Ability to execute XXDAI Global PO Estimated Accrual Report.
3.c.3.n. P2P Cost Distribution Role. Users will have the ability to complete the following tasks: Ability to maintain invoices. Ability to view invoices Summary & Overview. Ability to perform cost distribution.
3.c.4. Order to Cash (O2C) Responsibility Based Curriculum Learning Objectives.
3.c.4.a. O2C CA Project Manager. Users will have the ability to complete the following tasks: Import/Create and maintain Contract Projects, Project Contracts, Agreements, Agreement Funding, Project Cost Budgets; Review/Update transactions and import transactions where status is 'Rejected'; Perform Project Expenditure inquiry; View Funds Check results; Review revenue and billing information including: Enter and maintain Revenue and/or Billing Events; Review and release/unrelease revenue; Review and approve invoice; Inquire on project funding; Inquire on project retention; and Project Status Inquiry: Review Project Status including: Commitment details, Project details, Events, Invoices, Resource, and Task statuses.
3.c.4.b. O2C CA Order Entry. Users will have the ability to complete the following tasks: Import/Create and maintain Contract Projects, Project Contracts, and Agreements; Perform Project Expenditure inquiry; and Project Status. Inquiry: Review Project Status including Commitment details. Project details, Events, Invoices, Resource, and Task statuses.
3.c.4.c. O2C AR Inquiry. Users will have the ability to complete the following tasks: View transaction batch in summary; View transaction; View transactions in summary; View receipts batch in summary; View receipts; View receipts in summary; View scheduler; View customer accounts and overview.
3.c.4.d. O2C CA Inquiry. Users will have the ability to complete the following tasks: View Project Expenditure items; Review Revenue Summary by Total, Lines, and Line details. View Agreement Funding, Summary amounts, Summary by Agreement, and Funding History; View invoice summary, invoice lines, print invoices, and draft invoices. Project Status Inquiry: Review Project Status including Commitment details, Project details, Events, Invoices, Resource, and Task statuses
3.c.4.e. O2C Maintenance: Users will have the ability to complete the following tasks: Allow agencies to manage user contract security access:
4. Administration and Logistics.
4.a. Key Member Roles
4.a.1. Project Manager. The user that possesses control of the Contract Project. Only one user may be assigned to the role at one time per project. Responsibility – O2C CA Project Manager USMC.
4.a.2. Project Approver. The user who approves the Contract Project. However, if the agency allows for self-approval of Contract Projects, the user who submitted the Contract Project for approval is also the Project Approver, then the Status of the Project will automatically update to 'Approved'. Responsibility - O2C CA Project Manager USMC, Workflow Notifications.
4.a.3. Budget Approver. Approves funding for the project of the Contract Agreement that requires manual processing of the budget. Responsibility – O2C CA Project Manager USMC, Workflow Notifications.
4.a.4. Certifier. Approves cost against the Contract Project. This is normally assigned when there are contracts against the Contract Agreement. Responsibility – Workflow Notifications.
4.a.5. Agreement Approver. Not a key member but the role is assigned when processing the Contract Agreement. Responsibility - O2C CA Project Manager USMC.
4.b. Training Deliver Methods
4.b.1. USMC DAI Training. Regional Instructor led demos and hands-on computer-based training scenarios will be used to train the most common material for DAI. Users will be also provided job aids and work instructions. The USMC DAI Transition training team will hold virtual and live training sessions targeted at select populations. Additionally, recorded videos hosted on TWMS for end users transitioning from SABRS and feeder systems to DAI. Computer-based training will be developed with a focus of training on their roles and responsibilities within DAI. Training for these populations can be found at the USMC DAI Transition Channel on MarineNet. This includes several DAI classes covering each of the transition end-to-end processes.
4.b.2. The approach used to develop the training program is based on the following principles: Role-Based: A learning path for each role will be developed as a combination of the training classes which make up the DAI Course Curriculum. Need-to-Know: Training activities will be focused on the needs of the user based on their responsibilities in the new DAI System. Just-in-Time: Training activities will be provided as close as possible to the time when the knowledge will be applied by the user. Step-By-Step Approach: Training will occur in the sequential order in which transactions are executed in DAI as much as possible.
4.c. Training Schedule.
4.c.1. End-User Training. The timeline of training end-users at commands on their responsibilities within the DAI Business Mission System is as follows: Once training commences training will be a blend of virtual and in person training by 3 Contractor led training teams comprised of 2 trainers and 3 business process area SMEs training an approx. of 150 personnel each week across the different major USMC location.
4.c.2. Collaboration exists for other organizations to attend training at these specific locations. Train the Trainer attendees will be lead for training assisted by the contract teams with in person presence and the delivery of training material.
4.d. Training Locations.
4.d.1. Quantico, VA: All eligible DAI users; dates: 9 Aug – 20 Aug, 23 Aug – 3 Sept, 13 Sept – 24 Sept, 4 Oct – 15 Oct, 25 Oct – 5 Nov.
4.d.2. Japan: III MEF, MCB Iwakuni, MCB Okinawa, Camp Mujuk, Marine Force Africa; dates: 9 Aug – 20 Aug, 30 Aug – 10 Sept, 20 Sept – 1 Oct, 12 Oct – 22 Oct, 1 Nov – 12 Nov.
4.d.3. Camp Pendleton, CA: Camp Pendleton, MCRD San Diego, MCLB Barstow, Twentynine Palms, MCAS Miramar, MCAS Yuma, I MEF; dates: 16 Aug – 27 Aug, 7 Sept – 17 Sept, 27 Sept – 8 Oct, 18 Oct – 29 Oct
4.d.4. Camp Lejeune, NC: Camp Lejeune, MCAS Cherry Point, MCAS New River, MCLB Albany, MCAS Beaufort, Camp Johnson, II MEF; dates: 9 Aug – 20 Aug, 30 Aug – 10 Sept, 20 Sept – 1 Oct, 12 Oct – 22 Oct, 1 Nov – 12 Nov.
4.d.5. Hawaii: MCBH, MARFORPAC, III MEF; dates: 9 Aug – 20 Aug; virtual option for follow up training as needed.
4.d.6. MEF Requested Training; dates: 1 Oct – 17 Dec.
4.e. Training Communication. The USMC DAI Training Team will provide training materials to regional trainers. Additionally, the USMC DAI Training team will be available to support the regional trainers when requested.
4.f. Training Enrollment. Training is limited to the number of seats available, and it is on a first come first serve basis. Commands will facilitate enrollment at the command level for training of their personnel for all training modules through Command Representative Train-the-Trainers. Commands will provide a completed Training Roster at the conclusion of each training evolution to the USMC DAI Training Team at omb_dai_training@usmc.mil.
4.g. Training Reporting. Commands will be responsible for providing weekly status updates to the USMC DAI Training Coordinator with the number of personnel trained and left to be trained by role. Status reports are due by close of business on Fridays and should be sent to omb_dai_training@usmc.mil.
4.h. Training Support. The DAI PMO CSP Training Team will be available via phone and/or email to support the USMC Training Team during end-user training sessions during initial 2 classes per process area on listening mode to provide feedback and fine-tuning suggestions based on best practice to USMC training team post class. The DAI PMO Implementation Team POC will be available to answer system-related questions and fix DAI Business Mission System related issues that are impacting the delivery of the training. The DAI PMO CSP Team will be available to answer questions as it relates to DAI Help Global training material content. The USMC DAI IT staff will be available to resolve workstation and IT infrastructure issues at the training facilities. All USMC training will be developed to ensure that it is 508 compliant.
4.i. Regional Training Points of Contacts.
4.i.1. Camp Lejeune, NC
CWO4 Adam Treaster
DSN: 750-7533, Comm: (910) 450-7533
email: adam.treaster@usmc.mil
4.i.2. Camp Pendleton, CA
CWO3 Edwin Gonzales
DSN: 361-9165, Comm: (760) 725-9165
email: edwin.gonzales@usmc.mil
4.i.3. National Capital Region
MSgt Anthony Welch
DSN: 278-7533, Comm: (703) 432-0623
email: anthony.j.welch@usmc.mil
4.i.4. MCB Hawaii
Capt Miguel Solis
DSN: 457-8561, Comm: (808) 477-8561
email: miguel.solis@usmc.mil
4.j. Helpdesk Escalation.
4.j.1. There will be a tiered approach to Help Desk management. Tier 0 is intended for the local user to review UPKs, desktop procedures, and MarineNet classes.
4.j.2. Tier .5 includes utilizing Tier 0 and one of the 391 individuals that attended the Train-the-Trainers course and received the DAI full financial training.
4.j.3. Tier 1 is a regional or centralized help desk; this capability is still being determined but has a help desk email address DAI_helpdesk@usmc.mil.
4.j.4. There is also a DAI PMO help desk which should be utilized after all other tiered approaches have failed. The DAI PMO help desk can be reached via email at DAI@DLA.mil or telephone 571-767-5792.
5. This MARADMIN is applicable to the Marine Corps Total Force.
6. Release authorized by Lieutenant General John M. Jansen, Deputy Commandant for Programs and Resources.//