fleet ride systems pts rega training brief (updated 31 jan 12)

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BUPERS 32Fleet RIDE Systems(REGA/PTS Brief)

UPDATED 1/25/2012UPDATED 1/25/2012

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REGARating Entry for General Apprentices

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REGA Policy

Eligibility• Navy-Wide Advancement Exam (NWAE)

oMeet Time In Rate (TIR) requirements

oApproved via the Fleet RIDE REGA Module to take an exam.

• “A” SchooloMinimum time on board is 12 months to apply.

oMeet all rating entry and “A” School eligibility requirements.

oIncur additional OBLISERV (if required)

• Direct Rating Entry Designation (RED)oMinimum 12 months on board to apply. Cannot apply for RED into an “A” School required rating.

oMeet all rating entry requirements

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REGA Policy (Cont)

• Apprenticeship ChangeoSailors must receive approval for apprenticeship conversion prior to requesting rating designation in the new apprenticeship career path. (NAVADMIN 197/09)

• Application Submission oFor the March NWAE cycle, submit September-February

oFor the September NWAE cycle, submit March-August

oApplication deadline is 2359 (Central Time) the last day of each month.

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REGA Improved process for non-designated Sailors placement into Rating and viable career path at

correct point in their enlistment Decouple Rating designation from E-4 advancement only

Streamline request submission and BUPERS approval processes

Implement a monthly Year Group quota driven process to clarify true opportunity signal for rating entry

Enable Commanding Officer to recommend “top performers” for Direct Designation – Sep 09

Ensure Navy compliance with tenets of PACT Program and monitor status of GENDET Transition Program

Enlisted Community Managers Publish quotas based on Rating Year Group vacancies

Fleet RIDE tables ensure applications submitted only for ratings

for which Apprentice is eligible and a valid quota existsRack/stack provides performance/FIT recommendation

ECM approves/denies within Fleet RIDE

Command Career Counselor Provides guidance and submits Fleet RIDE screened rating entry applications based on quotas, FIT, and interest Receives ECM decision via Fleet RIDE NAVPERS 1306/7 no longer required

5Supports The Sailor and Simplifies The Process

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Fleet RIDE-Sailor Browser

Start at the Sailor Browser and select your undesignated Sailor

ALL DATA DISPLAYED IS FICTITIOUS

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Fleet RIDE-Sailor Details

Validate/fill in all Sailor details and then click Qualify Apprentice button


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Fleet RIDE-Rating Entry Qualified Jobs

View Quotas Published (Applications ) by Type and then click Rating Entry button


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Fleet RIDE-Rating Entry ApplicationFill out relevant information for Rating Entry

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Fleet RIDE-Rating Entry Application – Ineligible

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– Fleet RIDE-Rating Entry Application Not

Recommended

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Fleet RIDE-Rating Entry Application Declined

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Fleet RIDE-Rating Entry ApplicationFill in up to 3 Rating/Path choices for Designation or 1 for Apprenticeship Change

Fill in Rating Change Package Information and either Save or Submit Application

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Fleet RIDE-Rating Entry Application - Submitted

CCCs can also UnSubmit a Submitted Application

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Fleet RIDE-Rating Entry Application UnSubmitted

A Cancelled Submitted Application returns to the Saved state

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Fleet RIDE-Rating Entry Application Saved

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Fleet RIDE-Rating Entry Application Browser

From the REGA Application Browser, you can Edit an Application for a Sailor and

View Application History for a Sailor


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REGA RESULTS

Oct 2011• 427 only applied for 1 rating choice ( 103 were Apprship change applicants)

• 119 applied for 2 rating choices


Nov 2011• 417 only applied for 1 rating choice ( 133 were Apprship change applicants)



Dec 2011• 516 only applied for 1 rating choice ( 140 were Apprship change applicants)



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December 2011 REGA Results

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Year Group Breakdown

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PTSPerform To Serve

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Perform To Serve (PTS)

Acts as a force shaping tool by leveling rating manning from overmanned to undermanned and acts as a quality screening by controlling reenlistments

• Applied to all ratings

• Sailors in paygrades E-3 through E-6 with less than or equal to 14 years of service (E-6’s that have been selected or frocked to E-7 are exempt from PTS)

Nature of program• Centralized system with OPNAV-controlled quotas

• Requires BUPERS authority to reenlist

• Sailors may convert to undermanned rating if quotas exist for specific year groups.

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FR-PTS Overview Fleet RIDE:

Navy’s most effective tool for investigating conversion opportunities outside of Sailor’s current career path.

Screens (Mental-ASVAB, Medical/Physical, Moral/Legal, for fully qualified available Ratings.

Rank orders Rating recommendations based on aptitude fit

Provides “full qualification” requirement details for each job, maintained by Enlisted Community Managers (ECMs)

Provides Sailor’s “remediation plan” for other ratings which they are not currently qualified.

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FR-PTS Overview

Application window

Required at 15 months prior to SEAOS (auto-generated).

12 months from EAOS (Optional)

12 months from PRD (Optional)

Other “Special Circumstances” (i.e., DECOM, Nukes)

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ECM NOTES:• PTS – Use it, Lose it or Return it.

• Need qualified personnel to apply for the Rescue swimmer program NEC 0170.

• YG 2009/2010 will be offering more RED and NWAE opportunities for BM.

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Perform-To-ServeRetaining the right number and rating mix

PTS is a performance-based strength management tool

Centralized re-enlistment approval(0-14 years of service)

Manages number of re-enlistments to staywithin fiscal controls

Balances enlisted manning in each skill set

Outcomes:

Re-enlist in current skill set

Convert to a different (undermanned) skill set

Transition to reserves

Separate

Denied-resubmit (up to 6x in 6 months)

2003

Implemented for first-term Sailors (0-6 years of service)

2009

Expanded to second-term (6-10 years of service) and third-term Sailors (10-14 years of service)

2011

Navy’s primary tool to manage end strength and balance the force

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FR-PTS Integration Overview Provides ability for Commands to view in-rate, convert out and convert in quotas on a

monthly basis via the Application Browser.

Allows system to remain open for new applications during monthly processing

Applications may be submitted for either AC or RC, but not both

PTS quotas are considered executed after change to EAOS or Soft EAOS (SEAOS).

For conversions, a change of Current Enlistment Date (CED) constitutes an executed PTS quota.

PTS quotas are considered expired after 13-months has elapsed from the processing month.

System will self-generate CNPC letters denoting the specific monthly status. This will be the official means of notification. Naval Messages will no longer be transmitted.

Pre-populated applications increased total applications• In Legacy PTS there were an average of 8000-9000 applications per month. Now we are

averaging approximately 24,000-25,000 applications each month.

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End-Strength versus Tone of Force

End Strength:

• PTS is now the primary enlisted force shaping lever

• PTS is designed to move Sailors in overmanned ratings to undermanned

• Enlisted end strength reduction from 271,235 to 263,500 by FY15

Tone of Force:

• Fewer quotas available (quota plan)

• Conversion options very limited

• PTS separation quotas remain steady

oOCTOBER 2011: 545 DECEMBER 2011: 546

• Policy change confusion

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Managing the Enlisted Force

PTS is the primary tool to stay within End Strength while managing the inventory in each individual rating

Controlling End StrengthStay within statutory and fiscal controls

Balancing the ForceEnsure proper manning across all ratings

Optimal Manning Level

(FIT)

32 UndermannedCareer Fields

38 OvermannedCareer Fields

Force ShapingTools:• Perform-to-Serve• Retention/ Continuation Boards• Reenlistment Incentives• Voluntary separations

High retentionLow attrition

Budget pressuresForce reductions

Primary Tools:•Reduced accessions•Force shaping policies

En

liste

d E

nd

Str

en

gth

+/- 2%

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Recent Policy Changes

Per NAVADMIN 352/10

Quotas Revoked-Expired

• Any change to EAOS/SEAOS or CED = quota usage

Per CNP Decision Guidance Memorandums (DGM)• E-5 (EP) and E-6 Sailors no longer an automatic approval

• GWOT Tier 1 & 2 no longer no longer an automatic approval

• Sailors advanced under CAP program are reset, not automatic quota

Total SEAOS FY13 SEAOS FY14 SEAOS FY15 SEAOS FY16+

469 61 157 201 50

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Recent Policy Changes (Cont)

Long-Term Extension/Sort-Term Extension (LTE/STE)• LTE no longer authorized

• First Term Sailors assigned to shore duty do not need PTS approval to sign a short term extension to meet the required obligated service for follow on Sea tour.

• STE (without PTS Approval)•Outside 12-months of SEAOS

•Per MILPERSMAN Article 1160-040

•STE does NOT take member past 14-years of service

MILPERSMAN 1440-60 (OLD)

MILPERSMAN 1160-140 (NEW – Under Review)

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30 Jan 12 Business Rules Memorandum N13-signed Perform-To-Serve (PTS) Quota Management Plan Business Rules

Memorandum for the Record (Modifies the October 2010 Business Rules)

New Policy:

– Any action that changes a Sailor’s SEAOS date constitutes utilization of the PTS Quota. Any future enlistment or continuation action will require a new approved PTS quota.

– For approved quotas based on SEAOS applications: Any action that changes a Sailor’s EAOS prior to quota expiration, such as an existing extension going operative, will not result in the quota being rescinded/loss of PTS approval.

– For approved quotas based on Special Circumstance (SPEC CIRC) applications: Any action that changes a Sailor’s EOAS, such as an existing extension going operative, constitutes non-utilization of the approved quota and the quota will be rescinded.

– Automatic In-Rate PTS quotas for Sailors who advance via NWAE will no longer be given. September 2011 are the last group to receive automatic approval quotas.

– Beginning March 2012 NWAE and subsequent exam cycles, Sailors selected for advancement must participate in standard PTS competition for quota approval. Sailors who have exhausted their PTS looks, but are then selected for advancement, will be reset for on additional PTS look at the frocked paygrade.

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30 Jan 12 Business Rules Memorandum (Continued)

– Sailors must have sufficient Active Obligated Service remaining to permit full PTS decision processing for the application to receive the additional look. Short-term extensions will not be approved and should not be submitted for the sole purpose of receiving additional PTS reviews after notification of selection for advancement.

– Sailors with Denied-Final PTS status that do not have sufficient OBLISERV to complete one PTS cycle after the NWAE results are released are ineligible to take the advancement exam.

Sailors who have received final PTS denial as of 28 (29 ) February with SEAOS prior to 31 July, shall be ineligible to take the March NWAE.

Sailors who have received final PTS denial as of 31 August and whose SEAOS is prior to 31 January shall be ineligible to take the September NWAE.

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EXECUTED QUOTA - EAIS

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December 2011 PTS Results AC Sailors – All FY

36Final Actions: 4,508 Approved (80%) 1,102 Final Denied (20%)

Supersedes November 2011 PTS Rack-N-Stack

Total Submitted: 24,826

Final Actions: 5,610

Looks Remaining19,216

Approved In-Rate, 4310 , 76.8%

Approved Conversion, 36 , 0.6%

Approved SELRES, 134 , 2.4%

Approved Convert to FTS, 28 , 0.5%

Intends to Separate, 698 , 12.4%

Denied Final Active, 404 , 7.2%

All FY

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Streamlining the process …

Support the Sailor and Simplify the Process

Enlisted Community ManagerPublish quotas based on Rating Year Group vacanciesApprove or deny applications within Fleet RIDE

Command Career CounselorProvide guidance, submit Fleet RIDE screened rating entry applications

Based on quotas and Sailor interestReceives ECM decision via Fleet RIDENAVPERS 1306/7 are NO LONGER REQUIRED

Fleet RIDEFleet RIDE ensures applications submitted for ratings the PACT Sailor is eligible and a valid quota existsRack and Stack provides performance recommendationProvides Action Spreadsheets for BUPERS Codes and posting to NPC Website

BUPERS Action CodesReceive ECM Rating Entry approvals via Fleet RIDE Action reports Navy Enlisted System (Enlisted Master File ) updated for Designation and Apprenticeship Change Approvals

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Perform-to-ServeMonthly Quota process

Quotas differ for every rate/year group and update monthly

MonthlyPTS Cycle

When Sailor applies:•End of contract including extensions•Special circumstances:1. Negotiate for PCS orders or training program2. Benefits (re-enlistment bonus, Post-911 GI Bill eligibility).

Updated based on actual retention behavior and quota utilization

• Performance based algorithm• Competition for in-rate quotas• Followed by up to three

competitions for conversion

Quota planning factors:•Retention rates•Strength targets (OPLAN)•Behavior/quota execution•Eligible population•ECM need zone manning•EPA changes

THE PTS MONTHLY PROCESS CYCLE

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FR-PTS Stacking Algorithm

Sailors in Highest Paygrades

Sailors selected for advancement, but not yet advanced (frocked)

Cumulative Average of up to the 5 most recent Evaluations

Sailors who hold critical NECs/ OR RIDE score for Conversions

* Approved to Reenlist in Current Rate

* Approved to Convert to New Rate

* Denied - No Quota Available (resubmit application )

* SELRES Option

* Denied Final Action

Entry Point:

CO’s recommendation

for Retention required to enter the PTS Stacking

PTS OUTPUT

ECM Review

•NJP DATA(ECM Review)

•Warfare Qualification (ECM Review)

ECM Review

•NJP DATA(ECM Review)

•Warfare Qualification (ECM Review)

Proximity to EAOS

PFA

MILPERSMAN ART 1160-030Members must be Promotable and recommended for advancement on

the Last (2) Graded Evaluations to be Reenlistment Eligible (Professional Growth Criteria)

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PTS Ranking Criteria

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Scenario: Eight sailors are competing for two PTS Quotas

Sailor AMAY12

Sailor FJAN12

Sailor BFEB12

Sailor CMAR12

Sailor DJAN12

Sailor EMAY12

Sailor GMAY12

Sailor HAPR12

Sailor AAll Pass

Sailor F2 Fail

Sailor BAll Pass

Sailor CAll Pass

Sailor D1 Fail

Sailor EAll Pass

Sailor GAll Pass

Sailor H1 Fail

Sailor AE6

Sailor FFrocked E6

Sailor BE6

Sailor CE6

Sailor DE6

Sailor EE6

Sailor GE5

Sailor HE5

Sailor AYes

Sailor FYes

Sailor BYes

Sailor CYes

Sailor DYes

Sailor ENo

Sailor GNo

Sailor HYes

Sailor A5

Sailor F4

Sailor B4.6

Sailor C4.6

Sailor D4.6

Sailor E4.6

Sailor G5

Sailor H4

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Perform-To-ServeUse and Timeline

Force Balancing / Shaping Tool Performance based quota reservation system (In-rate / Conversion / SELRES) Rating conversion (Overmanned Undermanned) Controls reenlistment / continuation between zones End strength management

24-15 15-12 12-6 6 5-3

• Career Development Board

• Use Fleet RIDE to review current quotas and opportunities

• Consider retaking ASVAB (AFCT) Submit PTS

Application

PTS Application Window

Orders negotiationwindow 9-7 mo

Final PTS determination

made

Reserve Component PTS

application

Months prior to Sailor’s End of Obligated Service (EAOS) as extended

Application Timeline

Results published monthly. Sailors receive notification of:Approved: In RateApproved: ConversionDenied: Denied Quota but may resubmit monthlyDenied Final Active: Denied quota and directed to separate at EAOS (as extended)

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6 MonthsFrom SEAOS

12 MonthsFrom SEAOS

MBRS looked at for Reenlistment or ConversionUp Until 6 Mos From SEAOS(or Until A Quota is Assigned)

Whichever Occurs First

Sailors not assignedA Quota by 6mosPrior to SEAOS

Will be Separated

9 MonthsFrom SEAOS

Normal Application

Period(15-12 )

Mos Prior to SEAOS/PRD)

15 MonthsFrom SEAOS

All ApplicationsReceived LESS than6 months from SEAOSWill receive only (1) Look

SEAOS

Early Application Exceptions:

All personnel who require OBLISERV for Orders may submit applications >15 mos.(ex.. PRD Prior to SEAOS)

All Personnel Eligible for STAR Reenlistments or Eligible to reenlist greater than 12 months from SEAOS.

PTS PROCESS TIMELINE

SELRES applications

can be submitted if

AC is denied.

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PTS and Detailing

Ideal application period for personnel who require OBLISERV. Applications should be submitted 12 monthsPrior to PRD to allow maximum number of looks prior to Detailing Window.

15 months from

P

RD

12 months from

P

RD 9 m

onths from

PR

D

PR

D

7 months from

P

RD

Commands should conduct Career Development Boards on all personnel who are within 12-15 months of PRD. PTS Applications should be submitted 12 months prior to PRD for those who would be required to obligate for PCS orders.

CMS-ID Detailing Window

All Sailors should be under ordersNo later than 7 months prior to PRD

PTS APPLICATION WINDOW6 m

onths from

PR

D

PTS window extends beyond CMS-ID application window

**PTS/CMS-ID overlap due to detailing window shift from 9-5 months to 9-7 months in OCT 09 (NAVADMIN 249/09)**

NEEDS OF THE NAVYCMS-ID apply

PTS SELECTION WINDOW

4 months from

P

RD

SELRES applications can be submitted if AC is denied.

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APPROVED - EXECUTED This means the PTS quota has been used; SEAOS has changed in the Enlisted Master File. (e.g., Reenlistment or Signed Extension paper work)

APPROVED - EXPIRED This means the Sailor did not use the INRATE quota in the allotted time given (13 months from processing month)

APPROVED - REVOKED The PTS quota was Revoked by the ECM. (e.g., NJP, Loss of Security Clearance, Intends to separate, etc...)

APPROVED - SEPARATED Member separated from the service with an approval in hand.

APPROVED - UNUSED This means the Sailor who had PTS approval allowed an existing extension go operative. (i.e., EAOS changes in Enlisted Master File)

The following are the new PTS status codes and what they mean.The following are the new PTS status codes and what they mean.

NEW PTS STATUS CODES

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FR-PTS Quota Approval/Expiration Matrix

MONTH PTS APPROVED MONTH OF EXPIRATION

PRIOR TO 1 OCT 2009 01 MARCH 2011 (SEE NOTE 1)

OCT 2009 30 NOV 2010 (SEE NOTE 2)

NOV 2009 31 DEC 2010

DEC 2009 31 JAN 2011

JAN 2010 28 FEB 2011

FEB 2010 31 MAR 2011

MAR 2010 30 APR 2011

APR 2010 31 MAY 2011

MAY 2010 30 JUN 2011

JUN 2010 31 JUL 2011

JUL 2010 31 AUG 2011

AUG 2010 30 SEP 2011

SEP 2010 31 OCT 2011

NOTE 1: Approvals prior to 01 OCT 2009, must contact the Enlisted Community Manager (ECM) prior to using quota. (NAVADMIN 352/10).

NOTE 2: PTS quotas will expire 2359 on the last day of the month of expiration.

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To De-Assign a Sailor from UIC when they PCS

Change UIC to a blank UIC by clicking down arrow and selecting blank space

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PTS Checklist for Success

Identify PTS eligible (SEAOS/PRD) Sailors (via CIMS Unit Tracking)

Ensure CDBs are being conducted (15-24 months prior to PRD/SEAOS)

Ensure all Sailors qualified in the Fleet RIDE program.

Ensure all qualified PTS applications are submitted (12-15 months to SEAOS/PRD)

Review monthly results via Fleet RIDE-PTS command reports

Personally recognize Sailors approved for PTS

Ensure counseling is conducted for all Sailors who have not been selected for INRATE/Conversion approval after two reviews/looks.

Ensure proper command level notification is being done for those being separated under PTS.

Ensure Sailors not selected for PTS are provided counseling on the benefits of Reserve Affiliation.

Ensure PTS is briefed during Quarterly/Monthly Career Development Team Meetings

Ensure the Chiefs’ Mess maintains accountability of PTS with their respective departments/divisions.

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FR-PTS Current Enhancements

Precise, inventory control and forecasting

Direct ECM ownership of

•Year group quota management

•Application review and approval

In-Rate and Conversion demand signals

Reduction of application errors, tighter eligibility screening

Maximized corporate data feeds (when feasible)

Command certification of application accuracy required

Robust reporting OPNAV/Fleet/Force/ISIC/Unit level

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PTS PHASE II ENHANCEMENTS

DAILY FLEET RIDE/NSIPS FEED

COMMAND PERSONNEL LIST

STATUS LETTER UPGRADES

SYSTEM GENERATED NOTICE TO COMMAND WHEN CHANGES ARE MADE

IMPLEMENT CORPORATE DATA FEEDS FOR EVALS AND PFA

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FR-PTS Access Request

To gain access to Fleet RIDE

Complete NAVPERS 5239/8 SAAR Addendum

SAAR Addendum is available for download at Fleet RIDE and NPC’s FR-PTS website

Then either email to [email protected] or fax to 901-874-2970 DSN 882-2970.

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FLEET RIDE/PTS/REGA CONTACT AND WEBSITE INFORMATION

Fleet RIDE/PTS/REGA HELP DESK

– PHONE: (901) 874-2102 (DSN 882)

– EMAIL: [email protected]

PTS WEB PAGE

– http://www.public.navy.mil/bupers-npc/career/careercounseling/Pages/FleetRIDE-PTS.aspx

– Go to NPC click on “Perform to Serve” (PTS) in the quick links

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•Questions

FR-PTS-REGA BRIEFFR-PTS-REGA BRIEF

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BACKUP SLIDESBACKUP SLIDES

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REGA RESULTS (June – August 2011)

Jun 2011• 386 only applied for 1 rating choice (103 were Apprship change applicants)



Jul 2011• 483 only applied for 1 rating choice ( 126 were Apprship change applicants)



Aug 2011• 444 only applied for 1 rating choice ( 144 were Apprship change applicants)



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REGA RESULTS (March – May 2011)

Mar 2011• 220 only applied for 1 rating choice



April 2011• 222 only applied for 1 rating choice



May 2011• 236 only applied for 1 rating choice



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FY10 PTS SUMMARY

Zone A •TOTAL APPLICATIONS – 49,530

• MONTHLY AVERAGE – 4,503•TOTAL INRATE QUOTAS – 23,075 (47%)•TOTAL CONVERSION QUOTAS – 723 (1.5%)•TOTAL SEPARATION QUOTAS – 2,150 (4.5%)

ZONE B•TOTAL APPLICATIONS – 32,078

•MONTHLY AVERAGE – 2,916•TOTAL INRATE QUOTAS –15,805 (50%)•TOTAL CONVERSION QUOTAS – 227 (0.7%)•TOTAL SEPARATION QUOTAS – 2,327 (7.1%)

ZONE C•TOTAL APPLICATIONS – 24,925

•MONTHLY AVERAGE – 2,266•TOTAL INRATE QUOTAS – 10,847 (43.4%)•TOTAL CONVERSION QUOTAS – 53(0.2%)•TOTAL SEPARATION QUOTAS – 1,239 (4.9%)

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4 OCT 11 Business Plan Memorandum

N13-signed Perform-To-Serve (PTS) Quota Management Plan Business Rules Memorandum for the Record

– Retains previously approved policies for expiration dates, reporting/monitoring requirements, and quotas for advancing via the Navy-Wide Advancement Exam (NWAE)

– Now allows:

Use of Quota Management Tool (QMT) for planning and execution of PTS quotas

Phased manning changes over a maximum of three years, including year of execution

Reenlistment opportunity in every rating (regardless of inventory-to-EPA level) to top performers in each year group every month not to exceed 20% of total FY eligibles. Top performers will be determined by the PTS Rack and Stack algorithm.

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Previous guidance was to get to 100% inventory ASAP – changes should increase quotas and reduce separations (although not a direct

relationship), while retaining good “health”

fleet ride systems pts rega training brief (updated 31 jan 12)

Education

enlisted master file

apprship change applicants

rating entry application

wide advancement exam

approved quotas based

top performers

rega results

1 rating choice