R 051322Z OCT 12

ALCGFINANCE 043/12
SUBJ: PAL CLEANUP GUIDANCE FY13
A. COMDT COGARD WASHINGTON DC 151334Z FEB 12/ALCGFINANCE 006/12
B. PERSONNEL RESOURCES AND REPROGRAMMING MANUAL, COMDTINST M5312.13B
C. U.S. COAST GUARD COMPETENCY MANAGEMENT SYSTEM MANUAL, COMDTINST
M5300.2
1. PURPOSE: THIS MESSAGE PROVIDES GUIDANCE FOR THE FY13 PAL CLEANUP
PROCESS.
2. DEFINITION: PAL CLEANUP IS A MEANS TO FIX MINOR PAL DISCREPANCIES
IN A TIMELY MANNER. IT DOES NOT SUPPLANT THE NORMAL SEMI-ANNUAL
REPROGRAMMING REVIEW (SARR) PROCESS. TO BE CONSIDERED PAL CLEANUP,
THE REPROGRAMMING MUST MAINTAIN THE SAME RATE/RANK/GRADE AND CANNOT
IMPACT WORKFORCE MANAGEMENT ISSUES, SUCH AS SEA-TO-SHORE RATIOS OR
ASSIGNMENT/HIRING. PAL CLEANUP IS FOR PAL CORRECTIONS ONLY AND SHALL
NOT BE USED TO ADDRESS PERSONNEL RELATED ISSUES. EXAMPLES OF PAL
CLEANUP REPROGRAMMING ACTIONS INCLUDE CORRECTIONS TO PREVIOUSLY
APPROVED DEPARTMENT TITLES, MISSPELLED WORDS, INCORRECT ACRONYMS OR
STAFF SYMBOLS, CIVILIAN POSITION CLASSIFICATION UPDATES (WITH
CONFIRMATION OF APPROVED OF-8), AND MOVEMENT OF POSITIONS INCURRING
NO AFC-20 COST WITHIN A PARENT COMMAND.
3. EXCEPTIONS TO PAL CLEANUP:
     3.A. SARR: IAW REF A, POSITIONS AWAITING REPROGRAMMING IN THE
SARR SHALL NOT BE INCLUDED IN PAL CLEANUP. DO NOT SUBMIT OVERLAPPING
OR REPEATED REPROGRAMMING REQUESTS.
     3.B. ORGANIZATION MODIFICATION REQUESTS (OMR): IAW REF B, PAL
CLEANUP REPROGRAMMING REQUESTS THAT CONSTITUTE OMR TYPE CHANGES WILL
NOT BE CONSIDERED AND MUST BE SUBMITTED TO COMDT (CG-81) IN A
SEPARATE OMR PACKAGE. OMR ACTIONS INCLUDE THE FOLLOWING:
       3.B.1. ADDITIONS, DELETIONS, AND/OR MODIFICATIONS TO CURRENT
OR
PROPOSED SUPERVISORY POSITIONS OR TITLES.
       3.B.2. ADDITION, DELETION, OR MODIFICATION TO AN APPROVED
FORMAL ORGANIZATIONAL ENTITY SUCH AS A DIRECTORATE, OFFICE, DIVISION,
BRANCH, OR SECTION. THIS INCLUDES CURRENT OR NEW BILLETS WITHIN THAT
ORGANIZATIONAL ENTITY UNLESS THE REQUESTED CHANGE MEETS CRITERIA
ESTABLISHED IN PARA (2).
       3.B.3. ANY REQUESTS TO MOVE POSITIONS BETWEEN ORGANIZATIONAL
ELEMENTS WILL BE REVIEWED FOR IMPACTS TO ORGANIZATIONAL STRUCTURE.
SIGNIFICANT TRANSFERS OF BILLETS FROM ONE ORGANIZATION TO ANOTHER
MUST BE SUBMITTED VIA OMR.
       3.B.4. REPROGRAMMING REQUESTS SUBMITTED VIA PAL CLEANUP FOR
BILLETS THAT ARE PART OF AN OMR IN DEVELOPMENT OR ARE UNDERGOING
REVIEW THROUGH THE COMDT (CG-81) OMR PROCESS WILL NOT BE CONSIDERED.
ANY UNIT/OFFICE CONSIDERING REPROGRAMMING A BILLET WHICH MAY ALREADY
BE INCLUDED IN AN OMR MUST CONFER WITH THEIR RESPECTIVE RESOURCE
MANAGEMENT OFFICE AND THEIR RESPECTIVE HQ OMR POC TO ENSURE BILLETS
ARE NOT INADVERTENTLY REPROGRAMMED THROUGH CONFLICTING INITIATIVES.
       3.B.5. COMDT (CG-81) POINTS OF CONTACT FOR OMR RELATED
QUESTIONS ARE:
MR. CARLOS CUESTA (202)372-3493, MR. DAVID MULLIS, (202)372-3499, AND
MS. REBECCA BOICE (202)372-3496.
     3.C. COMPETENCY MANAGEMENT: IAW REF C, REPROGRAMMING REQUESTS
THAT ASSIGN OR CHANGE MILITARY OR RESERVE COMPETENCY DATA REQUIRE
SEPARATE SUBMISSION OF FORM CG-5311 "REQUEST TO ASSIGN COMPETENCIES,
EDUCATION, OR OFFICER SPECIALTY TO A POSITION" TO COMDT (CG-1B1).
COMPETENCY CHANGES SHALL NOT BE SUBMITTED IN PAL CLEANUP. FOR FURTHER
GUIDANCE CONTACT DR. MICHAEL GLENN, COMDT (CG-1B1), (202)475-5025.
4. WAIVER REQUESTS: AS EMERGENT ISSUES ARISE, IT IS OCCASIONALLY
NECESSARY TO REPROGRAM BILLETS OUTSIDE OF SARR, PAL CLEANUP, OR OMR
PROCESSES. TO REQUEST A SARR WAIVER, SUBMIT A MEMO TO COMDT (CG-833)
THRU YOUR RESOURCE CHAIN OF COMMAND. WAIVERS SHOULD ADDRESS THE
FOLLOWING: WHY THE REPROGRAMMING SHOULD NOT BE PART OF THE EXISTING
PROCESSES, THE SPECIFIC NATURE OF THE EMERGENT SITUATION, AND
ORGANIZATIONAL/OPERATIONAL IMPACT IF THE WAIVER IS NOT AUTHORIZED. IF
THE BILLET IS PART OF AN OMR, ADDRESS WHY THE REPROGRAMMING NEEDS TO
BE COMPLETED PRIOR TO THE OMR. ALL SARR WAIVERS MUST INCLUDE A BILLET
MAP SHOWING THE CURRENT STATE TO FUTURE STATE CHANGES FOR EACH
POSITION SUBMITTED.
5. CIVILIAN POSITIONS: SERIES UPDATES AND RESULTING TITLE CHANGES
REQUIRE AN SF-52, NEW/UPDATED OF-8, AND FINAL OR TENTATIVELY
CLASSIFIED POSITION DESCRIPTION. THE INCUMBENT MUST ALSO QUALIFY FOR
THE PROPOSED CHANGE, OR THE POSITION MUST BE VACANT. COMDT (CG-121)
WILL REVIEW FOR ANY LABOR RELATIONS REQUIREMENTS. CONTACT RESPECTIVE
CSA OR HR SPEC WITH ANY CONCERNS.
6. TIMELINE: PAL CLEANUP WILL CONSIST OF FOUR CYCLES THROUGHOUT
FY13 IAW THE POSTED CALENDAR ON THE COMDT (CG-833) CG PORTAL PAGE.
ALL PAL CLEANUP CYCLES WILL BE ADMINISTERED VIA PORTAL SUBMISSIONS
AND CONCURRENT CLEARANCE.
     6.A. PAL CLEANUP CYCLES CONSIST OF FOUR PHASES:
       6.A.1. SUBMISSION. RESOURCE MANAGERS PLACE LINE ITEM CHANGES
THAT HAVE BEEN COLLECTED FROM SUBORDINATE COMMANDS ON THE MASTER
BILLET MAP.
       6.A.2. COMMENTING. STAKEHOLDERS REVIEW SUBMISSIONS AND
IDENTIFY
CONCERNS. NEGOTIABLE CONCERNS ARE CODED "YELLOW" AND NON-CONCURRENCE
IS CODED "RED".
       6.A.3. RESOLUTION. IF ITEMS ARE CODED "YELLOW" DURING
STAKEHOLDER REVIEW, RESOURCE MANAGERS NEED TO REACH OUT TO THE UNIT
IN ORDER TO ADDRESS THE COMMENTS POSTED ON THE SPREADSHEET. CONCERNS
THAT ARE RESOLVED AMONG STAKEHOLDERS ARE CODED "GREEN". IF THEY
CANNOT BE RESOLVED, THOSE LINE ITEMS WILL BE CODED "RED" AT THE END
OF THE RESOLUTION PERIOD.
       6.A.4. EXECUTION. ALL "GREEN" CHANGES ARE EXECUTED. RESOURCE
MANAGERS COMMUNICATE EXECUTED AND NON-EXECUTED CHANGES TO THEIR
SUBORDINATE COMMANDS THAT SUBMITTED REQUESTS.
     6.B. SUBMISSIONS TO CHANGE TITLES DURING FY13 PAL CLEANUP WILL
NOT TAKE EFFECT IN TIME TO BE REFLECTED ON THE AY13 SHOPPING LISTS.
TITLE CHANGES FOR AY14 SHOPPING LISTS MUST BE MADE DURING THIS FISCAL
YEAR.
7. SUBMISSION: ALL SUBMISSIONS SHALL BE MADE THROUGH THE RESOURCE
CHAIN. RESOURCE MANAGERS WILL POST SUBMISSIONS TO THE APPROPRIATE
MASTER CYCLE SPREADSHEET POSTED ON THE PAL CLEANUP PAGE IN CG PORTAL.
COMMENTS TO JUSTIFY OR CLARIFY EACH ROW ARE HIGHLY ENCOURAGED IN THE
ALLOTTED COMMENTS COLUMN.
8. FIELD UNITS ARE REMINDED THAT BY CONTACTING THEIR RESOURCE CHAIN
OF COMMAND INSTEAD OF COMDT (CG-833) DIRECTLY, THEIR REQUESTS WILL BE
MET IN A TIMELIER MANNER BY RESOURCE STAFFS MORE FAMILIAR WITH THEIR
PARTICULAR NEEDS. THE FOLLOWING IS A CONSOLIDATED LIST OF RESOURCE
STAFF POCS AND CONTACT INFORMATION:
     8.A. LANTAREA: LCDR TIM KULZER, (757)398-6377
     8.B. PACAREA: MR. PETE STEEL, (510)437-5750
     8.C. DCO: MR. JEB STOFFEL, (202)372-2283
     8.D. COMDT (CG-1/4/6): MR. RUSTY HUYCK/LT STOKES,
(202)465-5762/5760
     8.E. COMDT (CG-9): MR. JOHN MCMAHAN, (202)475-3050
     8.F. COMDT (CG-2): MR. RAFAEL TOLEDO (202)372-2818
     8.G. COMDT (CG-8): MR. JOHN WCISLO, (202)372-3653
     8.H. CG DISTRICT 1: MR. RICHARD STOUTENBURGH, (617)223-8451
     8.I. CG DISTRICT 5: MS. TEDDIE THOROGOOD, (757)398-6250
     8.J. CG DISTRICT 7: LT JEFFREY BROOKS, (305)415-6692
     8.K. CG DISTRICT 8: MR. TODD TSCHANNEN, (504)671-2097
     8.L. CG DISTRICT 9: MR. GREGORY GLOVA, (216)902-6101
     8.M. CG DISTRICT 11: MR. WILLIAM MEYN, (510)437-3980
     8.N. CG DISTRICT 13: CDR TESS NEUMANN/LCDR ALDAY,
(206)220-7130/7041
     8.O. CG DISTRICT 14: CDR SCOTT CRAWLEY/LT KENALEY,
(808)535-3251/3271
     8.P. CG DISTRICT 17: CDR PIERSON/MS. HENDRIKSEN,
(907)463-2189/2196
     8.Q. CG RESERVE PROGRAM: LCDR SUSAN SHANAHAN, (202)475-5437
     8.R. CG TRAINING CENTERS/FORCECOM: MS. LIZETTE MEDINA,
(202)475-5496
     8.S. CG DOG: CDR MIKE NEININGER/LCDR HUGGINS, (202)493-1194/1152
     8.T. DOL/BASES: CDR MIKE PARADISE, (757)628-4864
9. FOR PAL CLEANUP PROCESS CONCERNS, RESOURCE STAFFS MAY CONTACT CWO
LOVETT SPENCER, COMDT (CG-833), (202)372-3580. FOR OVERALL PAL
MANAGEMENT ISSUES, RESOURCE STAFFS MAY CONTACT CDR JEFF BIPPERT (PAL
TEAM LEADER) OR CDR JOHN KENNEDY (CG-833) AT (202)372-3579/3577,
RESPECTIVELY.
10. INTERNET RELEASE IS AUTHORIZED.
11. CAPT SEAN MURTAGH, OFFICE OF RESOURCE MANAGEMENT, SENDS.