Accession and Promotion Planning Overview CAPT Julie McNally Medical Department & Nurse Corps OCM

1. Accession and Promotion Planning Overview CAPT Julie McNally Medical Department & Nurse Corps OCM 14 Nov 2012

2. Officer Accession Planning End Strength & Fiscal Controls Demand Signal Source Factors for Accession Planning: • “Locked”: USNA, NROTC, STA-21, MM, OCS SWO (N) • “Flexible”: OCS and Direct Accessions (DA) Fleet Requirements N10 Planners OPA Approves Plan N1 OCM Input N13 Accession Plan Projected Yield to Planner USNA NROTC STA21 OCS MMR, IST, Recalls, Directs Other Sources Community Factors

3. The Balancing of Accessions:How we get there… • Requirements • What do we need? • Each OCM conducts in depth analysis and presents a defense for accession need • Influences • CNP Direction • Community sponsor input • What is the trade space? (LOCKED VICE FLEXIBLE) • Stated need applied against guidance & fiscal constraints • Start with a number (4150) and work backwards by determining what areas can be affected • not “locked” or constrained by CNP policy, OCS contracts, multi-year training pipelines • Multiple Courses of Action are developed and briefed

4. “Locked” Accession Sources • USNA output programmed 4 years prior. • NROTC similar, but with some flexibility with College Program and 2 year scholarships. • STA-21 programmed 3 years in advance. • Thus, OCS (DA & BDCP) is used as a “throttle” to cover shortfalls in other programs. One of the few Direct Accession sources that can be cut within the FY.

5. Accession Source Constraints • Roughly 87% of the FY13 accession quotas are constrained by prior planning • FY14-FY16 ~ 60% constrained against total of 4000 Accession Tradespace is Limited in the 12-24 Months Prior to Execution

6. Excerpt - FY 13 Accession Plan Yellow indicates “Locked” Accession sources

7. Officer Promotion Basics Promotions are a function of: Requirements Defined by Officer Programmed Authorizations (OPA) Includes both designator discrete and non discrete 1000/1020/1050 OPA Vacancies Promotions, Retirements, Resig’s, Lat Transfers Legal limits DOPMA Grade Table - Limits the number of CAPTs, CDRs, & LCDRs based on total officer strength

8. Legal Limits

9. Promotion Basics • Flowpoint: Average years of service when a due course officer is promoted to the next grade • Opportunity: the in-zonepossibility of selection • Selection Rate: Percentage of all officers selected for promotion Selections (AZ + IZ + BZ) Total Officers in Zone • Max below zone - 10% (statutory limit) • No above zone limits (by law or policy) • All officers on the Active Duty List are considered = Selection Rate

10. Promotion Basics • Start with FY beginning inventory • Add gains (lateral transfer, accessions) • Subtract losses (retire, resign, lateral transfer etc.) • Compare total against FY Authorized Strength • If total < Auth Strength, select the difference • If total > Auth Strength, no selections Auth Strength 600 Sum - 550 Difference + 50 50 Selections for Promotion Begin INV 600 Gains + 10 Losses - 60 Sum = 550

11. Promotion Basics • Example - If 50 is the fixed number of promotions... Zone size = #Promotions Percent Opportunity 125 = 50  40% 100 = 50  50% 83 = 50  60% • Opportunity, Zone Size, and Flowpoint are all related • Higher OPPORTUNITY means smaller ZONES, which means longer (increased) FLOWPOINT • Larger zones will increase the FOS rate

12. Questions/ Discussion