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
Supports The Sailor and Simplifies The Process
Fleet RIDE-Sailor Browser Start at the Sailor Browser and select your undesignated Sailor ALL DATA DISPLAYED IS FICTITIOUS
Fleet RIDE-Sailor Details Validate/fill in all Sailor details and then click Qualify Apprentice button ALL DATA DISPLAYED IS FICTITIOUS
Fleet RIDE-Rating Entry Qualified Jobs View Quotas Published (Applications ) by Type and then click Rating Entry button ALL DATA DISPLAYED IS FICTITIOUS
Fleet RIDE-Rating Entry Application Fill out relevant information for Rating Entry
Fleet RIDE-Rating Entry Application – Ineligible
– Fleet RIDE-Rating Entry Application Not Recommended
Fleet RIDE-Rating Entry Application Declined
Fleet RIDE-Rating Entry Application Fill 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
Fleet RIDE-Rating Entry Application - Submitted CCCs can also UnSubmit a Submitted Application
Fleet RIDE-Rating Entry Application UnSubmitted A Cancelled Submitted Application returns to the Saved state
Fleet RIDE-Rating Entry Application Saved
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
427 only applied for 1 rating choice ( 103 were Apprship change applicants)
119 applied for 2 rating choices
152 applied for 3 rating choices
417 only applied for 1 rating choice ( 133 were Apprship change applicants)
133 applied for 2 rating choices
154 applied for 3 rating choices
516 only applied for 1 rating choice ( 140 were Apprship change applicants)
163 applied for 2 rating choices
256 applied for 3 rating choices
December 2011 REGA Results
Year Group Breakdown
PTS Perform To Serve
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.
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.
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)
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.
Perform-To-Serve Retaining the right number and rating mix
Centralized re-enlistment approval (0-14 years of service)
Manages number of re-enlistments to stay within fiscal controls
Balances enlisted manning in each skill set
Re-enlist in current skill set
Convert to a different (undermanned) skill set
Transition to reserves
Denied-resubmit (up to 6x in 6 months)
PTS is a performance-based strength management tool 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 1 2 3 4 5
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.
End-Strength versus Tone of Force
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
OCTOBER 2011: 545 DECEMBER 2011: 546
Policy change confusion
Managing the Enlisted Force PTS is the primary tool to stay within End Strength while managing the inventory in each individual rating Controlling End Strength Stay within statutory and fiscal controls Balancing the Force Ensure proper manning across all ratings Optimal Manning Level (FIT) 32 Undermanned Career Fields 38 Overmanned Career Fields
Retention/ Continuation Boards
High retention Low attrition Budget pressures Force reductions
Force shaping policies
Enlisted End Strength +/- 2%
Recent Policy Changes
Per NAVADMIN 352/10
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
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 )
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.
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.
EXECUTED QUOTA - EAIS
December 2011 PTS Results AC Sailors – All FY Final 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 Remaining 19,216
Streamlining the process … Support the Sailor and Simplify the Process
Enlisted Community Manager
Publish quotas based on Rating Year Group vacancies
Approve or deny applications within Fleet RIDE
Command Career Counselor
Provide guidance, submit Fleet RIDE screened rating entry applications
Based on quotas and Sailor interest
Receives ECM decision via Fleet RIDE
NAVPERS 1306/7 are NO LONGER REQUIRED
Fleet RIDE ensures applications submitted for ratings the PACT
Sailor is eligible and a valid quota exists
Rack and Stack provides performance recommendation
Provides Action Spreadsheets for BUPERS Codes and posting to
BUPERS Action Codes
Receive ECM Rating Entry approvals via Fleet RIDE Action reports
Navy Enlisted System (Enlisted Master File ) updated for Designation and Apprenticeship Change Approvals
Perform-to-Serve Monthly Quota process Quotas differ for every rate/year group and update monthly Monthly PTS Cycle
When Sailor applies:
End of contract including extensions
1. Negotiate for PCS orders or training program
2. 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:
Strength targets (OPLAN)
ECM need zone manning
THE PTS MONTHLY PROCESS CYCLE
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
NJP DATA(ECM Review)
Warfare Qualification (ECM Review)
Proximity to EAOS PFA MILPERSMAN ART 1160-030 Members must be Promotable and recommended for advancement on the Last (2) Graded Evaluations to be Reenlistment Eligible (Professional Growth Criteria)
PTS Ranking Criteria Scenario : Eight sailors are competing for two PTS Quotas Sailor A MAY12 Sailor F JAN12 Sailor B FEB12 Sailor C MAR12 Sailor D JAN12 Sailor E MAY12 Sailor G MAY12 Sailor H APR12 Sailor A All Pass Sailor F 2 Fail Sailor B All Pass Sailor C All Pass Sailor D 1 Fail Sailor E All Pass Sailor G All Pass Sailor H 1 Fail Sailor A E6 Sailor F Frocked E6 Sailor B E6 Sailor C E6 Sailor D E6 Sailor E E6 Sailor G E5 Sailor H E5 Sailor A Yes Sailor F Yes Sailor B Yes Sailor C Yes Sailor D Yes Sailor E No Sailor G No Sailor H Yes Sailor A 5 Sailor F 4 Sailor B 4.6 Sailor C 4.6 Sailor D 4.6 Sailor E 4.6 Sailor G 5 Sailor H 4
Perform-To-Serve Use 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 negotiation window 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 Rate Approved: Conversion Denied: Denied Quota but may resubmit monthly Denied Final Active: Denied quota and directed to separate at EAOS (as extended)
6 Months From SEAOS 12 Months From SEAOS MBRS looked at for Reenlistment or Conversion Up Until 6 Mos From SEAOS (or Until A Quota is Assigned) Whichever Occurs First Sailors not assigned A Quota by 6mos Prior to SEAOS Will be Separated 9 Months From SEAOS Normal Application Period (15-12 ) Mos Prior to SEAOS/PRD) 15 Months From SEAOS All Applications Received LESS than 6 months from SEAOS Will 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.
PTS and Detailing Ideal application period for personnel who require OBLISERV. Applications should be submitted 12 months Prior to PRD to allow maximum number of looks prior to Detailing Window. 15 months from PRD 12 months from PRD 9 months from PRD PRD 7 months from PRD 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 orders No later than 7 months prior to PRD PTS APPLICATION WINDOW 6 months from PRD 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 NAVY CMS-ID apply PTS SELECTION WINDOW 4 months from PRD SELRES applications can be submitted if AC is denied.
The following are the new PTS status codes and what they mean. NEW PTS STATUS CODES 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)
FR-PTS Quota Approval/Expiration Matrix 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. 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
To De-Assign a Sailor from UIC when they PCS Change UIC to a blank UIC by clicking down arrow and selecting blank space
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.
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
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
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_address] or fax to 901-874-2970 DSN 882-2970.
Go to NPC click on “Perform to Serve” (PTS) in the quick links
FLEET RIDE/PTS/REGA CONTACT AND WEBSITE INFORMATION
REGA RESULTS (June – August 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
483 only applied for 1 rating choice ( 126 were Apprship change applicants)
148 applied for 2 rating choices
272 applied for 3 rating choices
444 only applied for 1 rating choice ( 144 were Apprship change applicants)
129 applied for 2 rating choices
230 applied for 3 rating choices
REGA RESULTS (March – May 2011)
220 only applied for 1 rating choice
72 applied for 2 rating choices
102 applied for 3 rating choices
222 only applied for 1 rating choice
64 applied for 2 rating choices
83 applied for 3 rating choices
236 only applied for 1 rating choice
84 applied for 2 rating choices
89 applied for 3 rating choices
FY10 PTS SUMMARY
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%)
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%)
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%)
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)
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.
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”