Description

A focused course, tailored for you

Personnel Security Program Management for Cleared Contractors

Run a compliant, audit-ready PERSEC program when your DISS queue never empties and DCSA expectations keep shifting.

The DISS dashboard shows 47 overdue periodic reinvestigations. The contracting officer wants a clearance certification by Friday. Two of those 47 are on the contract in question. This is the situation a well-run PERSEC program prevents from forming in the first place.

$199 one-time

Tailored to your situation. Access within 24 hours. 30-day money-back.

Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.

Why this course

Most Personnel Security Administrators at large cleared defense contractors inherit a program that runs on institutional memory and whoever held the role before them. The SF-86 pre-submission process is informal, adverse information reporting is reactive, and the program review binder gets assembled in a panic when DCSA announces an inspection. Continuous evaluation flags surface in DISS without a documented response protocol. The insider threat coordinator asks for data the PERSEC administrator isn't sure they can share. Clearance holders move between contracts and leave DISS records in limbo. None of these gaps are fatal individually. Together they are exactly what DCSA finds during a program review, and what leads to facility clearance suspension proceedings at contractors who thought they were compliant.

What you walk away with

Submit SF-86 packages that pass DCSA quality review on the first attempt, reducing investigation delays caused by requests for additional development.
Run a DISS workflow that surfaces overdue periodic reinvestigations before a contracting officer asks about them.
Write adverse information reports that satisfy DCSA program review requirements without creating legal exposure for the facility or the cleared employee.
Coordinate with your insider threat program using a documented referral procedure both offices can stand behind during an inspection.
Prepare a program review binder that passes a DCSA inspection on first presentation rather than requiring remediation.
Manage cleared personnel transitions between contracts with clean DISS out-processing records that survive audit.

The 12 modules

Module 1. DISS Workflow Architecture

The DISS dashboard is only useful if your queue is structured to surface what matters before a deadline or a contracting officer inquiry forces the issue. This module covers setting up PR due-date watch lists, building the contractor versus government employee tracking split, running the weekly reconciliation report your FSO needs, and automating the alerts that prevent a 47-item backlog from forming in the first place.

Module 2. SF-86 Pre-Submission Quality Control

Most requests for additional development from DCSA investigators come from the same sections of the SF-86: foreign contacts, financial disclosures, and prior drug use history. This module builds the pre-submission checklist that catches the most common errors before the form reaches e-QIP, walks through the specific disclosure language DCSA expects, and shows how to coach employees through the sections that generate the most RDPs.

Module 3. Adverse Information Reporting Procedures

When a reportable event occurs, the adverse information report must be filed correctly in DISS within the required timeline. This module covers what constitutes a reportable event under SEAD 3, how to document the incident in DISS, what goes to the the firm security office versus what stays in your internal file, and the cross-reference records you need to produce during a DCSA program review.

Module 4. Continuous Evaluation Integration

Continuous evaluation flags arrive in DISS without announcement. This module explains what the CE record looks like when it surfaces, what your response obligations are, how to coordinate with HR and Legal on the resulting process without overstepping PERSEC lanes, and how to document the final disposition in a way that satisfies DCSA without creating additional legal exposure for the cleared employee or the facility.

Module 5. Periodic Reinvestigation Campaign Management

Running the PR cycle for a workforce of several hundred cleared personnel requires a sequenced notification system, not ad hoc reminders. This module builds the 90-day pre-due notification sequence, the SF-86 update coaching protocol for employees doing a reinvestigation for the first time, the escalation path when someone misses a submission deadline, and the contracting officer notification template you use when a PR is at risk of lapsing.

Module 6. DCSA Program Review Preparation

A DCSA program review examines visitor control logs, classified document accountability records, security incident reports, and your PERSEC file documentation in sequence. This module builds the program review binder in the correct order, identifies the documentation gaps that reviewers flag most often at large cleared contractors, and creates the internal pre-review checklist that lets you walk in with confidence rather than scrambling the week before the inspector arrives.

Module 7. Insider Threat Program Coordination

Your PERSEC function has mandatory touchpoints with the facility Insider Threat Program Senior Official under SEAD 3. This module defines what personnel security data you are obligated to share, what stays in PERSEC lanes, how to write the joint referral memo when a personnel security concern overlaps with an insider threat indicator, and how to document the coordination so both programs have a clean record during a combined review.

Module 8. Security Clearance Eligibility Appeals

When DCSA issues a Statement of Reasons for a denial or revocation, the cleared employee has appeal rights under the DoD adjudicative guidelines process. This module explains your administrative role in supporting that process, the documentation you need to preserve and produce, how to coordinate with legal counsel without overstepping, and the records management obligations that apply throughout the appeal until final adjudication.

Module 9. Contractor vs. Government Employee Clearance Tracking

The DISS records for contractor-sponsored investigations work differently from government-sponsored ones, and the handoff when a contract ends creates the most common PERSEC documentation errors at large cleared contractors. This module covers who owns the clearance record in each scenario, the proper DISS out-processing procedure when an employee moves off a contract, and the access termination documentation your FSO needs to close the record cleanly.

Module 10. Security Violation Documentation and Reporting

A Security Incident Report that satisfies both your FSO and DCSA requires five specific elements, and missing any one of them turns a minor finding into a major one during program review. This module walks through the SIR format, how to assess the classification level of information involved, the debriefing record requirements when access is suspended pending investigation, and the correct DISS incident entry procedure.

Module 11. SCI and SAP Access Administration

Managing access to SCIFs and Special Access Programs alongside your standard collateral clearance program adds a second layer of records requirements. This module covers the separate visit authorization request process, indoctrination and debriefing record formats, how to run the access reconciliation when a program closes, and the documentation standards that satisfy both your program security officer and DCSA during a combined records review.

Module 12. Building the PERSEC Program Dashboard

The monthly status view your FSO presents to program managers needs to show open PR count by contract, adverse information cases in progress, clearance eligibility status by contract line, and DCSA finding remediation status. This module builds the template, establishes the data-pull rhythm from DISS, and formats the dashboard so a program manager can read it in 90 seconds without needing a separate PERSEC briefing.

How this addresses your situation

Specific modules that map to what you said you are dealing with.

You have a DCSA program review coming and your PERSEC file documentation is a combination of what was there when you took the role and what you have added since, without a consistent format either way.

Your SF-86 packages keep generating DCSA requests for additional development and you do not have a formal pre-submission review step before forms go into e-QIP.

A cleared employee just disclosed a foreign contact or financial issue and you are not certain whether it is reportable under SEAD 3, how to document it in DISS, or what timeline applies.

Your insider threat coordinator is asking for PERSEC data and you do not have a written protocol for what you share, what you do not share, and how the referral is documented.

What you get with this course

Twelve written modules covering the full PERSEC administration cycle for cleared contractor environments.
Downloadable templates: SF-86 pre-submission checklist, adverse information report template, DISS weekly reconciliation tracker, program review binder index, SOR response documentation guide, security incident report template.
Hand-built implementation playbook tailored to your workforce size, contract portfolio structure, and DCSA field office relationship.
Course access provisioned within 24 hours of purchase.

What you will have in hand by Day 1, Week 1, Month 1

Course access provisioned within 24 hours of purchase.

Hand-built implementation playbook delivered alongside course access.

Complete twelve modules at your own pace, applying templates to your active caseload as you go.

Before and after

Before

A DISS dashboard with overdue PRs accumulating, no formal SF-86 pre-submission process, adverse information reports written reactively, and a program review binder that gets assembled in a panic when DCSA schedules an inspection.

After

A documented PERSEC program with a weekly DISS reconciliation rhythm, a pre-submission checklist that cuts RDPs, a written adverse information protocol, and a program review binder ready to open at 24 hours notice.

What happens if you do not address this

An unscheduled DCSA program review with incomplete PERSEC file documentation is not an audit finding, it is a facility clearance risk. The gaps that accumulate when the program runs on institutional memory rather than documented process are exactly what leads to suspension proceedings at contractors who believed they were compliant.

Who it is for

Personnel Security Administrators at cleared defense and government IT contractors who manage investigation queues, SF-86 submissions, adverse information reporting, and DCSA program reviews for workforces of 200 to 2,000 cleared personnel. This course is also relevant to junior FSOs taking on PERSEC administration responsibilities for the first time, and to program security officers who need to understand what a compliant PERSEC program looks like from the inside.

Who this is NOT for. Government security officers managing clearances from the agency side. FSOs at small businesses with fewer than 50 cleared personnel whose program is simple enough to manage informally. Physical security or IT security professionals with no personnel security administration responsibilities.

How it arrives

Text-based course in the Art of Service learning environment, plus downloadable templates and worked examples for every module, plus the hand-built implementation playbook delivered alongside course access.

Time investment. Approximately 8 to 10 hours across twelve modules. Most administrators complete the sequence over two to three weeks while applying the templates to their current caseload.

Why $199 is the right number

DCSA training covers compliance requirements, not workflow management. Most cleared contractor PERSEC administrators learn the role from whoever held it before them, which means institutional knowledge gaps travel with the role. This course builds the documented process layer that makes the program inspectable, transferable, and ready for a program review that arrives without warning.

FAQ

Does this cover DISS specifically or is it generic clearance management?

Twelve of the twelve modules reference DISS workflows, forms, and procedures directly. This is not a generic clearance overview. It is built for PERSEC administrators who work in DISS every day.

My facility has a contracted FSO. Is this course still relevant?

Yes. The SF-86 quality control process, adverse information procedures, DISS workflow discipline, and program review preparation apply regardless of whether your FSO is in-house or contracted out. The implementation playbook accounts for both structures.

We hold both collateral and SCI clearances. Does the course cover both?

Module 11 covers SCI and SAP access administration alongside the collateral program. The other eleven modules apply to collateral clearance administration, which is the foundation both programs run on.

30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.