R 231858Z DEC 09 SUBJ: ALCGOFF 228/09 - REASSIGNING OFFICERS WITHIN UNITS AND ALIGNING OFFICER EVALUATION REPORTS WITH PRIMARY DUTIES A. ALCGOFF 037/08 (REASSIGNING OFFICERS WITHIN UNITS AND ALIGNING OFFICER EVALUATION REPORTS WITH PRIMARY DUTIES) B. CG PERSONNEL MANUAL, COMDTINST M1000.6 (SERIES) C. FLAG VOICE 312 (OFFICER CAREER GUIDANCE RESOURCES) D. ALCGFINANCE 035/07 (UPDATED PERSONNEL ALLOWANCE LIST (PAL) REPROGRAMMING GUIDELINES) 1. THIS MESSAGE SUPERSEDES REF A AND PROVIDES UPDATED PROCEDURES TO IMPROVE ALIGNMENT BETWEEN AN OFFICER'S ASSIGNED DUTIES AND INFORMATION IN DIRECT ACCESS. 2. BACKGROUND: A. REVIEWS OF OERS AND ASSIGNMENT SHOPPING LIST ERRORS CONTINUE TO REVEAL OFFICERS NOT WORKING IN POSITIONS ASSIGNED BY PSC-OPM. IAW REF B, PSC-OPM IS THE ORDER ISSUING AUTHORITY FOR ALL OFFICERS ASSIGNED TO POSITIONS ON PAL. PSC-OPM CAREFULLY CONSIDERS EACH ASSIGNMENT BASED ON A BALANCE OF SERVICE, UNIT, AND OFFICER NEEDS WITH A FOCUS ON CAREER DEVELOPMENT. OFFICERS ALSO HAVE A REASONABLE EXPECTATION THAT THEY WILL PERFORM THE DUTIES OF THE BILLET INTO WHICH THEY ARE ASSIGNED. B. REF C ANNOUNCED THE BROADENED SPECIALIST CAREER CONSTRUCT BASED ON JUNIOR OFFICERS DEVELOPING A SOLID FOUNDATION OF EXPERTISE IN A GIVEN SPECIALTY AND THEN ACQUIRING ADDITIONAL KNOWLEDGE AND SKILLS AS THEY BECOME MORE SENIOR. UNDER THIS CONCEPT, IT IS CRITICAL FOR JUNIOR OFFICERS TO ESTABLISH A SPECIALTY AND FOCUS ON OBTAINING BASIC QUALIFICATIONS. WHILE SOME ARE GAINED THROUGH FORMAL MEANS SUCH AS FLIGHT TRAINING OR POST-GRADUATE SCHOOL, BASIC QUALIFICATIONS WITHIN MANY OPERATIONAL SPECIALTIES ARE DEPENDENT ON PURPOSEFUL ASSIGNMENTS. COMMANDS THAT SUBSEQUENTLY SHIFT JUNIOR OFFICERS TO POSITIONS WHERE THEY CANNOT OBTAIN BASIC QUALIFICATIONS, OR MOVE THEM THROUGH MULTIPLE SHORT-TERM ROTATIONS IN DIFFERENT SPECIALTIES IN A SINGLE TOUR, MAKE IT DIFFICULT FOR THE JUNIOR OFFICER TO ESTABLISH THE FIRM OPERATIONAL FOUNDATION THE SERVICE REQUIRES IN A SKILLED, MISSION-FOCUSED FUTURE WORKFORCE. C. DIRECT ACCESS IS THE CG'S PRIMARY HUMAN RESOURCE (HR) INFORMATION TOOL AND IS EXTENSIVELY USED BY ASSIGNMENT OFFICERS (AO), WORKFORCE FORECASTERS, AND SELECTION BOARDS/PANELS TO MANAGE THE OFFICER CORPS. THE ACCURACY OF DIRECT ACCESS DATA CORRELATES CLOSELY TO THE QUALITY OF HR DECISIONS. FOR EXAMPLE, OFFICER SHOPPING LISTS ARE BASED ON PSC-OPM ASSIGNED POSITIONS AND TOUR COMPLETION DATES AS SHOWN IN DIRECT ACCESS. COMMANDS MOVING OFFICERS WITHOUT OPM ISSUED ORDERS CORRUPTS ASSIGNMENT HISTORIES AND CREATES A DISCONNECT WITH THE AO REGARDING UNIT NEEDS. THIS MISREPRESENTATION OF STAFFING REQUIREMENTS, IF NOT CORRECTED, MAY DEGRADE READINESS OR SUB-OPTIMIZE UNIT PERFORMANCE. D. THE OER IS THE PRIMARY TOOL FOR DOCUMENTING PERFORMANCE AND A CRITICAL COMPONENT IN NUMEROUS HR PROCESSES. SELECTION BOARDS/PANELS MAY HAVE DIFFICULTY ASSESSING AN OFFICER'S EXPERIENCE AND PERFORMANCE WHEN THE DESCRIPTION OF DUTIES IS INCONSISTENT WITH AN ASSIGNMENT OR OTHER SERVICE NORMS. 3. PROCEDURES FOR INTRA-UNIT PERSONNEL MOVES: A. REALIZING THAT UNIT COMMANDERS MAY NEED TO MOVE JUNIOR OFFICERS WITHIN THEIR UNIT TO OPTIMIZE OPERATIONAL READINESS, MATCH SKILL- SETS TO POSITIONS, OR PROVIDE VALUABLE CROSS-TRAINING OPPORTUNITIES, THE FOLLOWING PROCEDURES MUST BE FOLLOWED. COMMANDS WILL CONTACT THE APPROPRIATE AO(S) TO PROPOSE MOVING OFFICERS FROM ONE POSITION TO ANOTHER WITHIN THEIR UNIT FOR ANY PERIOD GREATER THAN SIX MONTHS. THE AO WILL REVIEW THE PROPOSED MOVE(S) FOR CONSISTENCY WITH OFFICER CAREER DEVELOPMENT GOALS AND SERVICE NEEDS AND, IF APPROVED, MAKE THE NECESSARY CHANGES IN DIRECT ACCESS. UNITS WITH PAL CHANGE REQUESTS ON FILE MUST WAIT UNTIL FINAL APPROVAL. FOR MOVES BETWEEN DIRECT ACCESS DEPARTMENT IDS, PSC-OPM WILL ISSUE NO-COST ORDERS. THIS REQUIRES SERVICING PERSONNEL OFFICES (SPO) TO CHECK OFFICERS OUT OF THEIR CURRENT POSITION AND INTO THEIR NEW POSITION AS PAY AND ALLOWANCES ARE TIED TO DEPARTMENT IDS. SPO'S ARE REMINDED TO PROPERLY CHECK-IN NEWLY REPORTED PERSONNEL INTO DIRECT ACCESS IN A TIMELY MANNER, NOT JUST FOR SHORT-TERM MOVES. B. THIS PROCEDURE WILL HELP IMPROVE HR DATA ACCURACY AND THE ASSIGNMENT PROCESS WHILE PROVIDING SERVICE RECORD DOCUMENTATION FOR OFFICERS WHO GAIN ADDITIONAL EXPERIENCE AND CROSS-TRAINING. THIS PROCEDURE IS NOT INTENDED TO REPLACE THE ASSIGNMENT PROCESS. SCREENED POSITIONS, FLEET-UPS, EXTENSIONS, AND PANEL-APPROVED ASSIGNMENTS ARE HANDLED THROUGH NORMAL ASSIGNMENT PROCESSES. THESE INTERNAL MOVES SHALL NOT AFFECT TOUR COMPLETION DATE. ADDITIONALLY, THESE DIRECTIONS DO NOT APPLY TO UNIT COLLATERAL DUTIES. 4. OER PRIMARY DUTIES: A. AN OFFICER'S PRIMARY DUTY IS DEFINED IN THE UNIT PAL AS SHOWN IN DIRECT ACCESS AND IS THE POSITION INDICATED ON THEIR PERMANENT CHANGE OF STATION (PCS) ORDERS. PER ARTICLE 10.A.4.C.2.B OF REF B, THAT TITLE MUST BE LISTED ON AN OER IN THE PRIMARY DUTY SECTION OF THE DESCRIPTION OF DUTIES (BLOCK TWO). IF THESE DO NOT ALIGN, DELAYS IN OER VALIDATION ARE LIKELY. B. THE FOLLOWING ARE EXAMPLES OF ACCEPTABLE PRIMARY DUTIES FROM THE PAL: (1) INSPECTION DIV - CHIEF (2) ENFORCEMENT DIV - DUTY (3) INDUSTRIAL DIV - PRODUCTION SUPERVISOR (4) RECRUITING - DUTY (5) DECK WATCH OFFICER (6) ENGINEER OFFICER IN TRAINING (EOIT) (7) AVIATOR - ROTARY WING C. EXAMPLES OF PRIMARY DUTY DESCRIPTIONS THAT ARE NOT ACCEPTABLE: (1) COMMANDING OFFICER OF ENLISTED PERSONNEL (2) DEPUTY EXECUTIVE OFFICER (3) ASSISTANT RESPONSE DEPARTMENT HEAD (4) SECTOR DUTY OFFICER D. AFTER LISTING THE PRIMARY DUTY AS IT APPEARS ON THE UNIT PAL AND PCS ORDERS, IT IS ACCEPTABLE TO USE ANY REMAINING SPACE ON THE FIRST LINE OF BLOCK TWO TO FURTHER DESCRIBE A PRIMARY DUTY. E. ANY OTHER RESPONSIBILITIES OR DUTIES (I.E. COLLATERAL DUTIES) SHOULD BE IDENTIFIED IN THE SPACE BELOW THE PRIMARY DUTY IAW 10.A.4.C.2.A AND C OF REF B. OFFICERS TEMPORARILY FILLING A POSITION OR IN AN ACTING CAPACITY SHOULD STILL LIST THE PRIMARY DUTY TO WHICH THEY WERE ASSIGNED IN BLOCK TWO BUT DESCRIBE ACTUAL DUTIES PERFORMED IN THE SPACE BELOW. F. CASES WHERE PRIMARY DUTY DESCRIPTIONS DO NOT MATCH THE PAL POSITION TITLE GENERALLY FALL INTO ONE OF THREE CATEGORIES: (1) THE OFFICER IS PERFORMING DUTIES OTHER THAN THOSE ASSIGNED. THIS SHOULD BE REMEDIED USING PROCEDURES IN PARA 3 ABOVE. (2) THE PRIMARY DUTY IS NOT ALIGNED WITH THE PAL POSITION TITLE. TO CORRECT POSITION TITLES, SUBMIT REPROGRAMMING REQUESTS IAW REF D. (3) A COLLATERAL DUTY IS LISTED AS THE PRIMARY DUTY. WHILE SOME COLLATERAL DUTIES ARE EXTREMELY CRITICAL TO MISSION EXECUTION, OFFICERS MAY BE DISADVANTAGED IF THEIR PRIMARY DUTY IS NOT ACCURATELY REPRESENTED ON THEIR OER. G. OFFICERS PERFORMING PRIMARY DUTIES OTHER THAN THOSE ASSIGNED BY PSC-OPM MAY ALSO PUT THE SERVICE AT RISK FOR UNNECESSARY OER CHALLENGES OR APPEALS (E.G., BOARD FOR CORRECTION OF MILITARY RECORDS, PERSONNEL RECORDS REVIEW BOARD). THEREFORE, PSC-OPM WILL RETURN OERS THAT DO NOT PROPERLY IDENTIFY PRIMARY DUTIES. H. THE PROCESS DESCRIBED IN PARA 3 DOES NOT RELIEVE A UNIT OF THE RESPONSIBILITY TO DOCUMENT PERFORMANCE SHORTFALLS. REMOVAL FROM PRIMARY DUTIES DUE TO ADVERSE PERFORMANCE OR CONDUCT SHALL BE DOCUMENTED IAW ARTICLES 10.A.3.C AND 10.A.4.H OF REF B. 5. AS WE CONTINUE TO SEEK MORE EFFICIENT WAYS TO ALIGN HR SYSTEMS WITH THE NEEDS OF THE SERVICE, WE APPRECIATE UNITS' SUPPORT OF THESE PROCEDURES AND FEEDBACK ON THESE POLICIES. 6. POINTS OF CONTACT: A. OFFICER ASSIGNMENTS: CDR CASEY WHITE (OPM-2): 202-493-1631 B. OFFICER EVALUATIONS: CDR AMY KOVAC (OPM-3): 202-493-1651 7. INTERNET RELEASE AUTHORIZED.