1. Research Finance Regulations
Scope
Introduction to finance operations, DMO/DSIS; research finance actions using DODFMR; computing pay dates; entering input for pay election; military pay and allowances, allotments; miscellaneous adjustments; casual payments; transact public funds; prepare military pay voucher, principles, rules, procedures and reporting of the operation maintenance army appropriation. Coding of expenditure, reimbursement and miscellaneous transactions and their effect on the Standard Army Finance System; budget execution and accounts payable, finance wartime doctrine. During this lesson, you will learn an important task and something you will always use in the military. No matter how far you progress in the rank structure, you will always, at one time or another, research basic regulations. This is true not only with finance-related questions, but also in other military matters. This period of instruction provides you with a foundation to help you throughout your Army career.
During this lesson, you will learn an important task and something you will always use in the military. No matter how far you progress in the rank structure, you will always, at one time or another, research basic regulations. This is true not only with finance-related questions, but also in other military matters. This period of instruction provides you with a foundation to help you throughout your Army career.
Method of Instruction: Lecture & Role-Play Method
Task Taught: 805A-36B-1002 (*)Research Finance Regulations
Reinforced Tasks:
805A-36B Determine Entitlement to Allowances
805A-36B Determine Entitlement to Allowances for Reserve Soldiers
805A-36B Research Master Military Pay Account (MMPA)
805A-36B Process Reserve Pay Transactions
Academic Hours/Methods
4 hrs/ Conference / Discussion
3 hrs/ Practical Exercise (Performance)
Test hrs/30 mins
Test Review 1 hrs
Total Hours: 9 hrs 30 mins (9.6 hrs)
Instructor Materials:
DODFMR R, Vol 7A, Joint Federal Travel Regulation (JFTR) Volume 1.
Student Materials:
Access to DODFMR R, Vol 7A, Joint Federal Travel Regulation (JFTR) Volume 1.
SECTION II. INTRODUCTION
Method of Instruction: Conference / Discussion
Instructor to Student Ratio is: 1:25
Time of Instruction: 5 mins
Media: Large Group Instruction
INSTRUCTOR NOTE: Show Slide# 1 Research Finance Regulations
ATTENTION: During this lesson you will learn an important task and something you will always use in the military. No matter how far you progress in the rank structure, you will always, at one time or another, research basic regulations. This is true not only with finance-related questions, but also in other military matters. This period of instruction provides you with a foundation to help you throughout your Army career.
MOTIVATOR: Can you think of a time in Basic Combat Training you were starring at your OCP jacket trying to remember what side your Name and U.S. Army went on? What Army Regulation covers Military Wear and Appearance? What Section can you find the placement of the nametape and U.S. Army tape? Everything we do in the military is covered by a regulation. These regulations govern how we act, dress, and how we are paid. It is essential to know how to read and interpret these regulations in order to be effective Financial Managers. You will know how to research finance questions and then take the necessary performance steps to complete the mission.

2. Terminal Learning Objective
ACTION: Research Finance Regulations
CONDITION: Given the DODFMR R, Vol. 7A, JFTR Vol. 1, standard office supplies and equipment, and awareness of Operational Environment (OE) variables and actors.
STANDARD: Locate the correct chapter, section, paragraph, and sub-paragraph for 20 different finance actions IAW DODFMR R, Vol. 7A and JFTR Vol. 1 with no less than 75% accuracy.
Learning Objective
Instructor Note: Inform the students of the following learning objective requirements. At the completion of this lesson, you (the student) will:
Action: Research Finance Regulations
Conditions: In a field environment you have several military pay questions to research. Given the DODFMR R, Vol. 7A, Joint Federal Travel Regulation (JFTR) Volume 1, standard office supplies and equipment, and awareness of Operational Environment (OE) variables and actors.
Standards: Locate the correct chapter, section, paragraph, and sub-paragraph for 20 different finance actions IAW DoDFMR R, Vol. 7A, Joint Federal Travel Regulation (JFTR) Volume 1, with a minimum of 75% accuracy on the exam.
Safety Requirements: In a training environment, leaders must perform a risk assessment in accordance with DA PAM , Risk Management. Leaders will complete a DD Form 2977 RISK MANAGEMENT WORKSHEET 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). Local policies and procedures must be followed during times of increased heat category in order to avoid heat related injury. Consider the work/rest cycles and water replacement guidelines IAW TRADOC Regulation  
Risk Assessment: Low
Environmental Considerations: 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 FM Environmental Considerations and GTA ENVIRONMENTAL-RELATEDRISK ASSESSMENT. 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.
Instructional Guidance: Throughout this lesson, solicit from students the challenges they experienced in the operational environment (OE) and what they did to resolve them. Encourage
students to apply at least one of the critical variables: Political, Military, Economic, Social, Information, Infrastructure, Physical Environment and Time (PMESII-PT).
Evaluations: Students will be given a performance test on researching finance actions. Students must score a minimum of 75% to pass the exam.
Instructional Lead-In: Ensure students have the, DODFMR, JFTR Vol 1, MMPA handout #1, Military Pay Tables, and DTA.
Learning Domain: Cognitive
Level of Learning: Responding
2. TRAINING AIDS
This lesson is taught in a large group classroom setting with personal computer systems, Panasonic projection televisions, Mr. Podium MP42 Lectern, indoor speakers, Touch panel TPS-3100I Crestron, Ceiling mountable projector, internet access, and dry erase/white board.
Appendix A: Assessment Plan
Appendix B: Slides
3. CONDUCT OF LESSON
Lesson Timeline:
00 hours 15 minutes Introduction, Learning Objective, Administrative Data
00 hours 05 minutes Concrete Experience
00 hours 15 minutes Publish and Process
03 hours 25 minutes Generalize New Information
03 hours 00 minutes Practical Exercise (Apply)
01 hours 30 minutes Assessment
01 hours 00 minutes Assessment Revies
Total Hours: 9 hrs 30 mins (9.6 hrs)

3. DoDFMR 7000.14R, Volume 7A One Regulation for the Entire DoD
Statutory (U.S. Law)
Provides Policy and Procedures
States who, what, and when for ALL entitlements and deductions
d. Generalize New Information (3 hours 25 minutes)
-You must become familiar with DoDFMR R, Vol. 7A (hereafter referred to as the DoDFMR). It is the basis for determining the conditions and procedural guidance for military pay items. This task provides you with the research techniques needed to correctly perform all the other tasks in the course and reference other regulations within the finance office.
-The DoDFMR stipulates to all Department of Defense (DoD) components the policies, regulations, and procedures in the area of responsibility of the Under Secretary of Defense (Comptroller). It consists of 15 volumes. We will discuss volume 7A, Military Pay Policy and Procedures – Active Duty and Reserve Pay, during this lesson. Throughout the course you will reference some of the other volumes of the DoDFMR.
(1) Provides statutory and regulatory financial management guidance for the Department of Defense.
(2) Provides policy and procedures for all entitlements and deductions for all branches of military service.
(3) States who is entitled, what is entitled, and when the entitlement is earned.

4. DoDFMR Vol 7A Chapters (1 of 2)
01 – 04, Basic Pay
05 – 20, Special Pay and Bonus
21 – 24, Incentive Pay
25 – 31, Allowances
32 – 37, Miscellaneous Payments
38 –39, Cadets, Students, and Academy Officials
d. Generalize New Information (3 hours 25 minutes)
INSTRUCTOR NOTE: The most widely used chapters of the DODFMR, Volume 7A are BOLDED in the listings below and should be addressed individually to the students.
 DoDFMR, Volume 7A is divided into 66 chapters. The chapters are grouped together to cover 11 subject areas. They are grouped as follows:
(a) Chapters 1-4 pertain to Basic Pay and anything affecting basic pay. It explains conditions and computations of pay, as well as effects that different circumstances have on entitlements to pay and allowances.
Chapter 3 Special Pay Officers Only
Chapter 2 Repayment of Unearned Portion of Bonuses and Other Benefits
Chapter 1 Basic Pay
Chapter 4 RESERVED
(b) Chapters 5-20 pertain to Special Pays.
Chapter 5 Special Pays for Medical Officers and Other Health Professions Officers
Chapter 8 Special Pay and Special Duty Assignment Pay—Enlisted Members
Chapter 7 Special Pay for Pharmacy Officers, Optometrists and Veterinarians
Chapter 6 Special Pays for Dental Officers
Chapter 11 Special Pay—Diving Duty
Chapter 10 Special Pay—Duty Subject to Hostile Fire or Imminent Danger
Chapter 9 Special Pay-Enlistment, Reenlistment, and Retention Bonus-Enlisted Members
Chapter 14 Incentive For Qualified Members Extending Duty at Designated Locations Overseas
Chapter 13 Combat Related Injury Payment Programs
Chapter 12 ARCHIVED
Chapter 17 Special Pay – Hardship
Chapter 16 RESERVED
Chapter 15 Special Pay Assignment Incentive Pay
Chapter 18 Special Pay – Career Sea Duty
Chapter 20 Aviator Retention Bonus
Chapter 19 Foreign Language Proficiency Bonus
(c) Chapters pertain to Incentive Pays. They explain the conditions of entitlement and computation of:
Chapter 22 Aviation Incentive Pays
Chapter 21 Special Pays for Nurse Corps Officers
Chapter 24 Incentive Pay-Hazardous Duty Other than Aerial Flights
Chapter 23 Submarine Duty Pay
(d) Chapters pertain to pay Allowances. They explain the conditions of entitlement and computation of:
Chapter 26 ARCHIVED
Chapter 25 Subsistence Allowances .
Chapter 27 Family Separation Allowance (FSA)
Chapter 30 Officers’ Uniform and Equipment Allowance
Chapter 29 Clothing Monetary Allowances
Chapter 28 ARCHIVED
Chapter 31 Personal Money Allowance
(e) Chapters pertain to Miscellaneous payments. They explain the conditions of entitlement and computation of:
Chapter 32 Advance, Local, Partial, and Emergency Partial Pay
Chapter 35 Separation Payments
Chapter 34 Pay Entitlement of Members Missing, Missing In Action, Interned, etc., and Payments to Dependents
Chapter 33 Payments on Behalf of Mentally Incompetent Members
Chapter 37 Benefits for Members Held As Captives
Chapter 36 Payments On Behalf of Deceased Members
(f) Chapters pertain to Cadets, Students and Academy Officials. They explain the conditions of entitlement and computation of:
Chapter 39 Pay of Service Academy Officials
Chapter 38 Service Academy Cadets, Midshipmen, and Service Academy Preparatory School Students

5. DoDFMR Vol 7A Chapters (2 of 2)
40 – 43, Allotments of Pay
44 – 54, Deductions and Collections
55 – 64, Reserve and National Guard Pay
65, High-Deployment Per Diem
66, Career Status Bonus/Redux Election Option
d. Generalize New Information (3 hours 25 minutes)
(g) Chapters 40 to 43 cover Allotments of Pay:
Chapter 40 General Provisions Governing Allotments of Pay (Other than Child and Spousal Support Allotments Required By Law)
Chapter 41 Garnishment and Other Involuntary Allotments
Chapter 42 Discretionary Allotments
Chapter 43 Non-Discretionary Allotments
(h) Chapters 44 to 52 and 5 cover Deductions and Collections:
Chapter 44 Withholding Income Tax
Chapter 45 Federal Insurance Contributions Act (FICA)
Chapter 46 Deductions for the Armed Forces Retirement Homes
Chapter 47 Service members’ Group Life Insurance (SGLI) Program
Chapter 48 Courts-Martial Sentences
Chapter 49 Non-judicial Punishment
Chapter 50 Stoppages and Collections Other than Courts-Martial Forfeitures
Chapter 51 Savings Programs
Chapter 52 Precedence of Pay Deductions and Collections
Chapter 53 ARCHIVED
Chapter 54 TRICARE Dental Plan (TDP)
(i) Chapters 55 to 64 cover Reserve and National Guard pay. They explain the conditions of entitlement and computation of:
Chapter 55 Reserve Income Replacement Program
Chapter 56 Selective Reserve Accession, Affiliation, Enlistment, and Reenlistment Bonuses
Chapter 57 Reserve Entitlements for Active Duty (Not Extended)
Chapter 58 Pay and Allowances for Inactive Duty Training
Chapter 59 Payment of Members of the Senior Reserve Officers’ Training Corps (ROTC)
Chapter 60 Health Professions Scholarship Program for Active Service
Chapter 61 Bonus Program for the Individual Ready Reserve and Inactive National Guard
Chapter 62 Health Professional Stipend Program for Reserve Service
Chapter 63 Accession and Continuation Bonuses for Nurse Officer Candidates
Chapter 64 Health Care Officers On Active Duty in support of the Persian Gulf Conflict
(j) Chapter 65 covers High-Deployment Per Diem.
(k) Chapter 66 Career Status Bonus/Redux Election Option.

6. DoDFMR Vol 7A, 3 Appendices
A – Reimbursement of Adoption Expenses
B – Disposition of Forfeiture and Fines As A Result of Court-Martial, Non-judicial Punishment and Desertion
C - Implementing Procedures for Mandatory Electronic Funds Transfer (EFT) of Military Pay
d. Generalize New Information (3 hours 25 minutes)
-Appendices: In the back of the DoDFMR are three Appendices:
(a) Appendix A- Reimbursement of Adoption Expenses; Defines the policy, eligibility requirements, responsibility and procedures to apply for reimbursement of adoption expenses.
(b) Appendix B – Disposition of Forfeiture and Fines As A Result of Court-Martial, Non-judicial Punishment and Desertion; describes the transfer of certain forfeitures and fines as a result of courts-martial, non-judicial punishment, and desertion to the Armed Forces Retirement Home Trust Fund (AFRHTF).
(c) Appendix C – Implementing Procedures for Mandatory Electronic Funds Transfer (EFT) of Military Pay; appendix provides the policy and procedures for the administration and delivery of payments to military members, retirees, and annuitants through electronic fund transfer (EFT).

7. Other Sections Summary of Changes Comparable Grades Glossary
d. Generalize New Information (3 hours 25 minutes)
-The DoDFMR also has the following sections:
(a) Summary of Changes. Lists all the changes since last published. They are listed by paragraph number and states an explanation and purpose of what the change is. All changes are also identified by a Y next to the paragraph in the body of the DoDFMR and denoted by blue font.
(b) Comparable Grades; describes the different titles to pay and grades for the services. The Comparable Grades are located after the appendices at the end of the DoDFMR Vol 7A.
(c) Glossary; An alphabetic listing of terms and acronyms specific to the DoDFMR and military pay. The Glossary is located after the comparable grades at the end of the DoDFMR Vol 7A.

8. Paragraph Numbering System
The regulation is divided into:
CHAPTERS
SECTIONS
PARAGRAPHS
SUBPARAGRAPHS
d. Generalize New Information (3 hours 25 minutes)
-The paragraph numbering system used in the DoDFMR is simple to follow. The regulation is first divided into chapters. Each chapter is further divided into sections; each section into paragraphs; then, if required, each paragraph is divided into subparagraphs.

9. Numbering System Example
A.1.a.(1)(a) CHAPTER 01 SECTION 0101 PARAGRAPH SUBPARAGRAPH A.1.a.(1)(a)
d. Generalize New Information (3 hours 25 minutes)
On the viewgraph, A.1.a. (1)(a) Refers to Chapter 1, Section 1, Paragraph 1, and Subparagraph A.1.a. (1)(a). It is important when answering a research question to furnish the exact information requested. If asked for the chapter number where something is found, only 2 digits are required. In the example this is 01. If asked for the section where something is found, 4 digits are required. In the example this is If asked for the paragraph where something is found, 6 digits are required. In the example this is If asked for the subparagraph where something is found, 6 digits plus the subparagraph are required. In the example this is A.1.a. (1)(a).
INSTRUCTOR NOTE: HAVE THE STUDENTS LOCATETHE CHAPTER NUMBER WHERE INFORMATION ABOUT BASIC PAY CAN BE FOUND (ANSWER IS 01).
ASK THE FOLLOWING QUESTIONS:
1. WHERE COMPUTATION OF PAY IS? (0102).
2. WHERE IS THE INFORMATION ABOUT BASIC PAY ENTITLEMENTS
LOCATED? (010201).
3. WHAT IS THE SUBPARAGRAPH THAT STATES WHEN ENTITLED TO BASIC PAY? (010201A.).

10. Decision Logic Table TABLE HEADING R U L E 1 2 A B C D E
Column Heading
d. Generalize New Information (3 hours 25 minutes)
-Decision Logic Tables (DLT’s) are used throughout the DoDFMR to simplify technical instructions. They are located in the back of each chapter. The first set of digits in the table number refers to the chapter, and the last set of numbers refers to the table number within the chapter. For example, Table The Table is in Chapter 24 and it is the fifth table within the chapter.
INSTRUCTOR NOTE: Show Slide# 10 - DECISION LOGIC TABLE (DLT).
(a) DLTs contain the following parts:
·The Table Heading identifies the type of instruction.
·Column headings are alphabetically designated. A heavy black line separates condition column headings (If) from action column headings (Then).
·The Condition and Action Statements Rules are numerically designated. A heavy black line separates condition and action headings from condition and action statement rules.
·Notes are listed numerically below the table. The notes below the table corresponds with the note in parenthesis for example, (note #).
(b)To read a DLT, follow this sequence:
·Read the Table Heading to identify what the table is about.
·The Heading for column A leads to the condition statements describing the problem you are solving. Condition statements are extensions of data in column headings, which are sometimes limited to X, Y or N. Y means yes. N means no. The condition statement is blank if the condition does not apply for that rule.
·Columns B, C, etc. state additional conditions, if required.
·Follow the rule line for the condition describing the precise problem for the specific action statement that applies. Action statements are extensions of data in action column headings, or limited to an X. X means take this action. The action statement is left blank if that action does not apply or you are not able to take that action.
·Read the note that numerically corresponds with the note in parenthesis for example, (note #).
INSTRUCTOR NOTE: REFER THE STUDENTS TO DECISION LOGIC TABLE HAVE THEM IDENTIFY THE TABLE HEADING, COLUMN HEADINGS, AND RULES. HAVE THEM DETERMINE WHICH RULE IS USED TO COLLECT DISCOUNTED MEAL RATE FOR BREAKFAST AND DOLLAR AMOUNT (EFFECTIVE JAN ).

11. Check on Learning
QUESTION: What regulation prescribes Military Pay Policy and Procedures?
ANSWER: DoDFMR R, Volume 7A.
QUESTION: What does the reference citation “010204A.1 (a)” mean?
ANSWER: Chapter 1, Section 2, Paragraph 4, Subparagraph A.1. (a).
QUESTION: What would you reference to determine what the title of an Air Force E-7 is?
ANSWER: The Comparable Grades located before Chapter 1 in the DoDFMR Vol. 7a.
d. Generalize New Information (3 hours 25 minutes); Conduct a check on learning using the polling method
INSTRUCTOR NOTE: Conduct a check on learning and summarize the learning activity.
QUESTION: What regulation prescribes Military Pay Policy and Procedures?
ANSWER: DoDFMR R, Volume 7A.
QUESTION: What publication do you use to determine the rate of a collection or deduction?
QUESTION: What does the reference citation “010204A.1 (a)” mean?
ANSWER: Chapter 1, Section 2, Paragraph 4, Subparagraph A.1. (a).
QUESTION: What would you reference to determine what the title of an Air Force E-7 is?
ANSWER: The Comparable Grades located before Chapter 1 in the DoDFMR Vol. 7a.
QUESTION: What does a Decision Logic Table do?
ANSWER: Simplifies technical instructions.

12. Research Tips Key Word Search
Use of Table of Contents (Reg. and Chapters)
Process of Elimination
d. Generalize New Information (3 hours 25 minutes)
INSTRUCTOR NOTE: Show Slide# 12, RESEARCH TIPS
-When researching questions from customers it is helpful to use several different techniques to locate the specific area of the DODFMR that you need to look in.
(1) First you should look/listen for KEY WORDS or terms that are being used to pose the question.
(2) Second use the Table of Contents to help you find the Chapter which covers the area in question. The chapters also have a table of contents that breaks the chapter down into sections. This will speed up the process of research.
(3) Lastly as you search through the chapter. Eliminate paragraphs and sub-paragraphs that do not pertain to your specific search.
(a) You may also need to find the section within the chapter. The title may indicate just what you need. For example, the answer to a question about Parachute Pay would be in chapter 24, section 2 or 2402.
(b) The specific paragraph may also be needed to answer the question. Scan the paragraph titles within the section. For example, the answer to a question about the effect a missing status has upon a soldier’s entitlement to Parachute Pay would be in chapter 24, section 1, and paragraph 7 or
(c) A subparagraph may also be needed. Once you have located the appropriate paragraph, look at the subparagraphs. For example, the answer to a question about who is qualified to receive High-Altitude Low-Opening (HALO) Parachute Pay would be in chapter 24, section 2, paragraph 1, subparagraph B.2 or B.2.

13. Research Example #1
A Soldier was on an unauthorized leave of absence (AWOL), for 20 days. What affect does the absence have on pay and allowances?
d. Generalize New Information (3 hours 25 minutes)
INSTRUCTOR NOTE: Show Slide# 13: RESEARCH EXAMPLE #1; AND GO THROUGH THE STEPS FROM THE PREVIOUS SLIDE TO HELP THE STUDENTS FIND THE CORRECT ANSWER IN THE DODFMR. DO THIS AS A CLASS.
Have the students tell you the key words in the example. Write them on the white board.
Instruct the students to look in the Table of Contents to find the chapter to look in. Then have them look at the chapters Table of Contents.
Begin going through the chapter with the students and eliminate areas that do not apply to the search.
SOLUTION FOR #1; Paragraph A refers you to Table 1-12 Rule 2, “is not entitled to pay and allowances.”

14. Research Example #2
A Soldier received Special Duty Assignment Pay (SDAP) for six months. He was then removed from that Special Pay Rating Status without Original Basis of Authority. What affect does this removal have on the SDAP the Soldier already received?
d. Generalize New Information (3 hours 25 minutes)
INSTRUCTOR NOTE: Show Slide# 14: RESEARCH EXAMPLE #2
FOLLOW THE SAME PROCESS AS WITH EXAMPLE ONE AS A CLASS.
SOLUTION FOR #2; Paragraph ,”When orders are so revoked, the member is entitled to special duty assignment pay for the entire period involved if otherwise entitled to pay.”
INSTRUCTOR NOTE: Have the Students research the following questions on their own and state where the following information is found for each question:
1. CHAPTER
2. SECTION
3. PARAGRAPH
4. SUBPARAGRAPH
EXAMPLES for Research
(1) What is the minimum flying time per month required for a member to receive flight pay?
(a) Answer: 4 hours.
(b) Reference: A.1.
(2) How much is the initial uniform allowance an officer receives?
(a) Answer: $ as reimbursement for the purchase of uniform and equipment.
(b) Reference:

15. Check on Learning
QUESTION: What is the first place you would look when answering a research question?
ANSWER: The chapter titles in the table of contents.
d. Generalize New Information (3 hours 25 minutes); Conduct a check on learning using the polling method
INSTRUCTOR NOTE: Conduct a check on learning and summarize the learning activity.
QUESTION: Where is the first place you would look when answering a research question?
ANSWER: The chapter titles in the table of contents.

16. JFTR Provides statutory guidance for the Department of Defense
Provides policy & procedures for travel entitlements and allowances.
States who is entitled, what is entitled, and when the entitlement is earned
d. Generalize New Information (3 hours 25 minutes)
INSTRUCTOR NOTE: Show Slide# 16, JFTR
-You must become familiar with the Joint Federal Travel Regulation Volume 1, (hereafter referred to as the JFTR) specifically chapter 10 when it comes to military pay which we will discuss later when we begin the entitlements lesson. The JFTR pertains to per diem, travel and transportation allowances, relocation allowances, and certain other allowances of Uniformed Service Active Duty and Reserve Component members.
-The JFTR is published by the Per Diem, Travel and Transportation Allowance Committee (PDTATAC). PDTATAC is chartered under the Department of Defense (DoD). Its members are a Deputy Assistant Secretary from each of the military departments. We will discuss specifically Chapter 10
  (1) The JFTR Provides statutory guidance (legal) for the Department of Defense.
(2) Provides policy and procedures for all entitlements pertaining to travel entitlements and allowances for military services.
(3) States who is entitled, what is entitled, and when the entitlement is earned.

17. JFTR (continued)
Joint Travel Regulation (JTR) VOL2 for DoD Civilians and others traveling at DoD expense
JFTR VOL 1 for Uniformed Service member travel
d. Generalize New Information (3 hours 25 minutes)
INSTRUCTOR NOTE: Show Slide# 17, JFTR (Continued)
-There are two volumes for the travel regulation. Volume one is for Uniformed Service Members and is known as the Joint Federal Travel Regulation (JFTR). Volume two is for Civilians and others traveling at DoD expense. It is known as the Joint Travel Regulation (JTR). We will be focusing mainly on the JFTR for this class; because this is the volume you will use the most when researching housing allowances.

18. JFTR Vol. 1 Chapters 1 - Applicability and General information
2 - Administration and General Procedures
3 - Transportation, Accompanied Baggage and Local Travel
4 - Temporary Duty Travel (TDY)
5 - Permanent Duty travel
d. Generalize New Information (3 hours 25 minutes)
-The JFTR Volume 1 is divided into 10 Chapters with Appendices in the back of the regulation. The following is a list of the chapters and their subject areas:
Chapter 1, Applicability and General information
Chapter 2, Administration and General Procedures
Chapter 3, Transportation, Accompanied Baggage and Local Travel
Chapter 4, Temporary Duty Travel (TDY)
Chapter 5, Permanent Duty Travel

19. JFTR Vol. 1 Chapters (cont.)
6 - Evacuation Allowances
7 - Travel and Transportation Allowances Under Special Circumstances and Categories
8 - Cost-of-Living Allowance For Members Assigned to CONUS High-Cost Areas (CONUS COLA)
9 - Station Allowances (OCONUS COLA and TLA)
10 - Housing Allowances
d. Generalize New Information (3 hours 25 minutes)
Chapter 6, Evacuation Allowances
Chapter 7, Travel and Transportation Allowances Under Special Circumstances and Categories.
Chapter 8, Cost-of-Living Allowance For Members Assigned to CONUS High-Cost Areas (CONUS Cola)
Chapter 9, Station Allowances (OCONUS Cola and TLA)
Chapter 10, Housing Allowances

20. Appendices A – Definitions and Acronyms B – D, Reserved for future use
E – Invitational Travel Authorizations
F – Consumable Goods Allowance
G – Reimbursable Expenses on Official Travel
d. Generalize New Information (3 hours 25 minutes)
-Appendices: Located in the back of the JFTR. There are 22 Appendices’.
Appendix A, Definitions and Acronyms
Appendix B, C, and D are RESERVED for future use.
Appendix E, Invitational travel Authorizations
Appendix F, Consumable Goods Allowance
Appendix G, Reimbursable Expenses on Official Travel

21. Appendices (continued)
H - Travel Purpose Identifiers & Other than Economy/ Coach Class Transportation
I - RESERVED
J - Cost of Living Allowance (COLA)
K - Overseas Housing Allowance
L - RESERVED
d. Generalize New Information (3 hours 25 minutes)
(f) Appendix H, Travel Purpose Identifiers & Other than Economy/Coach Class Transportation
(g) Appendix I, RESERVED
Appendix J, Cost of Living Allowance (COLA)
(i) Appendix K, Overseas Housing Allowance
Appendix L, RESERVED

22. Appendices (continued)
M - Station Allowance/OHA and Travel Per Diem Reporting Procedures and Command/Senior Officer/Country
N - Move-In Housing Allowance (MIHA)
O - Temporary Duty (TDY) Travel Allowances
P - City-Pair Program
Q - OCONUS Tour Lengths/Tours of Duty
R - Conferences
d. Generalize New Information (3 hours 25 minutes)
Appendix M, Station Allowance/OHA and Travel Per Diem Reporting Procedures and Command/Senior
Officer/Country
Appendix N, Move-In Housing Allowance (MIHA)
(n) Appendix O, Temporary Duty (TDY) Travel Allowances
(o) Appendix P, City-Pair Program
(p) Appendix Q, OCONUS Tour Lengths/Tours of Duty
(q) Appendix R, Conferences

23. Paragraph Numbering System
The regulation is divided into:
VOLUMES
CHAPTERS
PARAGRAPHS
SUBPARAGRAPHS
d. Generalize New Information (3 hours 25 minutes)
(3) The paragraph numbering system in the JFTR is similar to the DoDFMR with few differences. The letter "U," precedes a JFTR 4- or 5-digit paragraph number (the one or two digits indicating the chapter number) and subparagraph designators as shown in the breakdown example. Each chapter is divided into parts and sections. The parts and sections are further divided into paragraphs and subparagraphs. Paragraphs and Subparagraphs may contain even further Itemizations.
INSTRUCTOR NOTE: Not all paragraph numbers are in consecutive numerical sequence (e.g., U1010, U1011, U1012); numbers may be skipped (e.g., U5305, U5310, U5315) so that new paragraphs can be added without changing existing paragraph numbering

24. Paragraph Numbering System
U3125-B1c(1)(a) VOLUME 1 CHAPTER 3 PARAGRAPH 125 SUBPARAGRAPH B1c(1)(a)
d. Generalize New Information (3 hours 25 minutes)
On the slide example: Paragraph U3125- B1c(1)(a)
Volume: 1
Chapter: 3
Paragraph: 125
Subparagraphs: B1c(1)(a)

25. JFTR, par. U3125 JFTR, par. U3125-B1c (1)(a) JFTR, pars. U3125-U3135
Citations
JFTR, par. U3125 JFTR, par. U3125-B1c (1)(a) JFTR, pars. U3125-U3135
d. Generalize New Information (3 hours 25 minutes)
-JFTR references and citations should be in the following format:
JFTR, par. U3125
JFTR, par. U3125-B
JFTR, par. U3125-B1
JFTR, par. U3125-B1c
JFTR, par. U3125-B1c (1)(a)
JFTR, pars. U3125-U3135
-The most specific reference should be used. It is important that when asked to reference a specific item, it should be in the following format:
JFTR, par. U A
JFTR, par. U A1
INSTRUCTOR NOTE: Example is on page 13 of the JFTR Vol. 1.

26. Tables Table heading -Identifies instructions
Column Headings – a heavy black line separates column headings
Notes – listed numerically below the table
NOT like tables in the DODFMR
d. Generalize New Information (3 hours 25 minutes)
-Tables in the JFTR are used to simplify technical instructions and list rates. They are located throughout each chapter. The first set of digits in the table number refers to the chapter followed by the part. The last set of numbers after the dash (-) refers to the table number within the chapter. For example: Table U5G-1. The table refers to Chapter 5, Part G and it is the first table for the chapter.
NOTE: SOME OF THE TABLES IN THE JFTR ARE NOT NUMBERED
(a) Tables within the JFTR contain some but not all of the following parts:
·The Table Heading identifies the type of instruction and or title and describes the situation.
·Column headings. A heavy black line separates column headings from other column headings.
·Notes are listed numerically below the table. The notes below the table corresponds with the note in parenthesis for example, (note #).
(b) Follow the rules for each table individually; the tables in the JFTR are not like the DoDFMR in that they may be in different formats with the regulation depending on the content. To read a JFTR table, follow this sequence:
·Read the Table Heading to identify what the table is about.
·Ensure the heading is describing the problem you are solving.
·Read each column title and row title to determine which information applies to your situation.
·Choose the information that matches the criteria or known information.
·If a note is referenced, read the note that numerically corresponds with the note in parenthesis for example, (note #).
INSTRUCTOR NOTE: Refer the students to Table U5G-2 and have them identify the following:
1. TABLE HEADING? (Secondary DLA Rates)
2. COLUMN HEADINGS? (Grade, Without-Dependent Rate, With-Dependent Rate)
3. NOTES? (These rates are only payable when a second DLA is paid IAW par. U5630-B6)
4. WHAT IS THE RATE OF SECONDARY DLA FOR AN E-6 WITH-DEPENDENT EFFECTIVE 1 JAN 2011? ($ )
5. WHAT IS THE RATE OF PRIMARY DLA FOR AN E-6 WITH-DEPENDENT EFFECTIVE 1 JAN 2011? ($ )

27. Process of Elimination Similar to DODFMR
Tips for Research
Look for key words
Use Table of Contents
Process of Elimination
Similar to DODFMR
d. Generalize New Information (3 hours 25 minutes)
INSTRUCTOR NOTE: Show Slide# 27: TIPS FOR RESEARCH.
-When researching questions from customers it is helpful to use several different techniques to locate the specific area of the JFTR that you need to look in.
(1) First you should look/listen for KEY WORDS or terms that are being used to pose the question. If the question is related to Travel pay it will be covered in the JFTR. Housing Allowances are also covered in the JFTR.
(2) Second use the Table of Contents to help you find the Chapter which covers the area in question. This will speed up the process of research.
(3) Lastly as you search through the chapter. Eliminate parts that do not pertain to your specific search.
(a) You may also need to find the section within the part of the chapter. The title may indicate just what you need. For example, the answer to a question about POV Transportation during an Evacuations OCONUS would be in chapter 6, Part A, Section 5.
(b) The specific paragraph may also be needed to answer the question. Scan the paragraph titles within the section. For example, the answer to a question about Pet Transportation and Quarantine during an Evacuation Oconus would be covered in Miscellaneous Allowances under Chapter 6, Part A, Section 6, and Paragraph 016 or U6016.
(c) A subparagraph may also be needed. Once you have located the appropriate paragraph, look at the subparagraphs. A question about restrictions for Pets Transportation and Quarantine during an OCONUS Evacuation would be covered under Miscellaneous Allowances under Chapter 6, Part A, Section 6, and Paragraph 016, Subparagraph D, or U6016D1 and U6016D2.

28. JFTR Research Example# 1
A Reserve Soldier is called/ordered to Active duty for deployment to a contingency operation. Are they authorized a housing allowance, and at which rate?
d. Generalize New Information (3 hours 25 minutes)
NOTE: Go through the steps above to help the students find the correct answer in the JFTR, do this as a class.
-Have the students tell you the key words in the example. Write them on the white board.
-Instruct the students to look in the Table of Contents to find the chapter to look in. Then have them look at the chapters Table of Contents.
-Begin going through the chapter with the students and eliminate areas that do not apply to the search.
EXAMPLE #1 JFTR: A Reserve Soldier is called/ordered to Active duty for deployment to a contingency operation. Are they authorized a housing allowance; and at which rate?
SOLUTION FOR #1: JFTR Vol 1, Chapter 10, Part E, Section 13, Paragraph 428, Subparagraph B or U10428B covers Reserve Components Contingency Operations. The subparagraph states: “An RC member called/ordered to active duty in support of a contingency operation is authorized BAH/OHA for the duration of the tour. If the RC member receives a PCS order authorizing HHG transportation, BAH/OHA is based on the new PDS. However, if the member is called or ordered to active duty and a PCS order is not issued, BAH/OHA rate is based (paid) on the primary residence location at the time called/ordered to active duty”.

29. JFTR Research Example# 2
A Soldier is married by telephone. Is this marriage valid for pay purposes?
d. Generalize New Information (3 hours 25 minutes)
INSTRUCTOR NOTE: Follow the same process as with Example 1 as a class.
EXAMPLE #2 JFTR: A Soldier is married by telephone. Is this marriage valid for pay purposes?
SOLUTION FOR #2: JFTR Vol 1, Chapter 10, Section 104 Subparagraph D (U10104D) covers Member’s Marriage Status Determination. The subparagraph states: A marriage by telephone is recognized only if a statute or court decision authorizes telephone marriages in the jurisdiction in which the marriage is performed.

30. JFTR Research Example# 3
A member who is ordered PCS to confinement in the brig is entitled to what type of BAH?
d. Generalize New Information (3 hours 25 minutes)
Examples for research
(1) A member who is ordered PCS to confinement in the brig (military jail) is entitled to what type of BAH?
Answer: A member confined to certain QTRS is not authorized BAH or OHA. The member is authorized BAH-Partial unless allowances are forfeited.
(b) Reference: U10010B.11.
(2) What are the three types of Move-In Housing Allowances (MIHA)?
(a) Answer: Miscellaneous, Rent and Security.
(b) Reference: U10026B.4a-c.
INSTRUCTOR NOTE: Conduct a check on learning and summarize the learning activity.
INSTRUCTOR NOTE: Show Slide# 29:   
QUESTION: Where is the first place you would look when answering a research question?
ANSWER: The chapter titles in the table of contents.

31. Terminal Learning Objective
ACTION: Research Finance Regulations.
CONDITION: Given the DODFMR R, Vol. 7A, JFTR Vol. 1, standard office supplies and equipment, and awareness of Operational Environment (OE) variables and actors.
STANDARD: Locate the correct chapter, section, paragraph, and sub-paragraph for 20 different finance actions IAW DODFMR R, Vol. 7A and JFTR Vol. 1 with no less than 75% accuracy.
Learning Objective
Review the learning objective, summarize the lesson, and poll for questions.
SUMMARY: You now know how to research finance-related questions using the DoDFMR and JFTR. As a Financial Management Technician, it is your responsibility to be proficient in your job researching finance actions. Proficiency in this task gives you a firm foundation toward becoming an asset to the Finance Corps.

32. Appendix A Assessment Plan Appendix A
The student’s performance for lesson AAA6B101 Research Finance Regulations will be assess through the following:
Practical Exercise #1 will assess the Soldier’s ability to identify and locate the information needed to research finance actions within the regulation provided.
The student assessment measures the student’s technical competency of researching financial management regulations.
Contribution to Group Work
25.00%
Evaluation of Student’s Research Ability
75.00%
Total 
100%

33. Appendix B Presentation Outline Appendix B Slides
Slide Number Description
Slide Research Finance Regulations
Slide Learning Objective
Slide 3 Concrete Experience
Slide DoDFMR Vol 7A
Slide DoDFMR Chapters
Slide DoDFMR Chapters (Cont.)
Slide 7 DoDFMR Appendices
Slide Other Sections
Slide Paragraph Numbering System
Slide Numbering System Example
Slide Decision Logic Table
Slide Check On Learning
Slide Research Tips
Slide Research Example #1
Slide Research Example #2
Slide Check On Learning
Slide JFTR
Slide JFTR (Cont.)
Slide JFTR Chapters
Slide JFTR Chapters (Cont.)
Slide Appendices
Slide Appendices (Cont.)
Slide Appendices (Cont.)
Slide Paragraph Numbering System
Slide Paragraph Numbering System (Cont.)
Slide Citations
Slide Tables
Slide Tips For Research
Slide JFTR Research Example #1
Slide JFTR Research Example #2
Slide JFTR Research Example #3
Slide Learning Objective
Slide Appendix A
Slide Appendix B