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
ALL DATA DISPLAYED IS FICTITIOUS
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Fleet RIDE-Rating Entry Qualified Jobs
View Quotas Published (Applications ) by Type and then click Rating Entry button
ALL DATA DISPLAYED IS FICTITIOUS
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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
ALL DATA DISPLAYED IS FICTITIOUS
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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
• 152 applied for 3 rating choices
Nov 2011• 417 only applied for 1 rating choice ( 133 were Apprship change applicants)
• 133 applied for 2 rating choices
• 154 applied for 3 rating choices
Dec 2011• 516 only applied for 1 rating choice ( 140 were Apprship change applicants)
• 163 applied for 2 rating choices
• 256 applied for 3 rating choices
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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 pts_help_desk@navy.mil 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: pts_help_desk@navy.mil
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)
• 111 applied for 2 rating choices
• 117 applied for 3 rating choices
Jul 2011• 483 only applied for 1 rating choice ( 126 were Apprship change applicants)
• 148 applied for 2 rating choices
• 272 applied for 3 rating choices
Aug 2011• 444 only applied for 1 rating choice ( 144 were Apprship change applicants)
• 129 applied for 2 rating choices
• 230 applied for 3 rating choices
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REGA RESULTS (March – May 2011)
Mar 2011• 220 only applied for 1 rating choice
• 72 applied for 2 rating choices
• 102 applied for 3 rating choices
April 2011• 222 only applied for 1 rating choice
• 64 applied for 2 rating choices
• 83 applied for 3 rating choices
May 2011• 236 only applied for 1 rating choice
• 84 applied for 2 rating choices
• 89 applied for 3 rating choices
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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”
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