Rating Entry Application page with Designation choices filled in
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Separations for : April - 505 May – 322 June - 452 July – 449 August – 553 No processing for September October – 447 November – 769 December – 768 January – 772 352/10 PTS-Fleet RIDE Integration and procedures 128/10 Perform To Serve Policy Changes and Procedure Updates 242/09 Modification of Obligated Service and Extension Policy(MPN 1160-040 update) 161/09 PTS Update and Zone C Implementation Procedures 017/09 PTS Update and Zone B Implementation Procedures 007/09 Control of Short Term Extensions (MPM 1160-040 update)
PTS is our primary force shaping tool. Other tools we can employ are changing the number of new accessions we recruit, the amount and skills we offer reenlistment bonuses to, and the voluntary separation programs we offer. PTS: Helps manage End Strength with the opposing forces of fiscal pressure and sailor behavior. It is critical to our ability to reduce Navy End Strength, which is required over the next two fiscal years. Primary tool used to help balance the force by reducing manning in overmanned ratings, and converting Sailors from overmanned ratings to undermanned ratings that they qualify for.
HYT example – HYT waiver granted for to complete training
HYT example – HYT waiver granted for to complete training
Note: “Intend to Separate” comprises Sailors who submitted an application of one of the following types on their last look : Intends to Separate No Apply this Month Not Eligible Failed to Submit Requested SELRES Option (not approved) Sailors who intend to separate may request SELRES Option in the following month. (up to 3 months from SEAOS)
On a macro-level, this is how the PTS cycle works: On an annual basis, we approve a PTS quota plan by rating and years of service. However, in order to respond to actual behavior trends, it is reconciled monthly to remain relevant, and not over or under-shoot the mark. Monthly, PTS quotas are loaded into the system and made visible to the Navy. Sailors can see what their competitive opportunity is for the month they are applying. Applications are submitted throughout the month, and accepted until the final day of the month. Most applications are for a Sailor’s end of obligated service (to include any extensions). However, there are some special circumstance applications that are also required, typically to obtain enough obligated service to negotiate PCS orders, or for a program requirement such as reenlistment bonuses, or Post 911 GI Bill transferability. All applications are ranked using a performance based algorithm (see slide 8) and decisions are made on who will and won’t receive quotas (Rack-N-Stack process). Sailors compete for in-rate quotas first, and then for up to 3 ratings with conversion opportunity in series based on the Sailor’s stated preference. Based on quota utilization and reenlistment rates the Quota Plan is reconciled for the next month’s available quotas.
PTS is used for various reasons: It is primarily a performance based quota reservation system to control continuation behavior. It allows the Sailor to apply for three main types of quotas to continue their Naval Service: In-Rate (stay in current rate), Conversion (to undermanned Rating or FTS), SELRES (affiliate in SELRES). It balances ratings by facilitating conversions from overmanned ratings into undermanned It helps control Zone manning and continuation across the various year groups It helps control end strength The PTS Algorithm ranks Sailors based on performance (see algorithm slide 8). On a micro-level, this is how a PTS Application Timeline looks for the Sailor: The Sailor’s end of obligated service (to include any extensions) determines when the Sailor enters the PTS window. Note: There are other reasons why the Sailor could enter PTS (see slide 7), but this is the primary reason. All Sailors must enter into PTS, even if they intend to separate. If they intend to separate, they do not compete for a quota. Commands conduct a career development board up to two years prior to a Sailors end of obligated service. The RIDE service can be used to support this counseling session, and offer insight into what the competition is like within the Sailors current rating and to identify what other ratings a Sailor is eligible for or interested in. Commands can provide opportunity to retake the ASVAB to increase the number of other ratings a Sailor is eligible for. Sailors can apply up to 6 times for a quota. They can begin their application up to 3 months in advance of their first competitive cycle which happens at the 12 month mark. If they do not receive approval during a competitive cycle, but still have time remaining prior to the 6 month mark, they receive a denied status, but can re-apply. Sailors may be negotiating orders during the same window, which will not be approved until/unless they receive PTS approval. If Sailors rank highly based on the PTS algorithm, they may receive a quota after their first or second look. Every Sailor will know if they received a quota at the six month mark. If they are not approved, they will receive a “final denied” status, and separation letter. Sailors who are not approved to reenlist have an additional three months to compete for an opportunity to affiliate in the SELRES. If not, they will be directed to separate at the end of their obligated service.
PTS Applications should occur beginning 15 mos prior to EAOS. Sailors should be allowed to apply up to 12 mos prior to separation. If notification of approval is not received by 6 mos prior to EAOS, Sailors are to be notified that they will be separated at EAOS, and should begin separation transition.
Approve – Unused: A Sailor had a previous extension (i.e., 5-yo/6-yo program) and subsequently received a PTS quota and then allowed the existing extension to go operative vice executing (signing a new extension or reenlisting). This will still use the PTS quota but will be listed as “Approved – Unused” due to the fact the extension was allowed to go operative.
CIMS Unit Tracking has not interfaced yet. Will be forthcoming. Provide Sailors with Plain Talk for Sailors at Reporting CDB Review each Sailor’s respective Community Health slide (under NPC’s Community Management, Enlisted) to see what their chances are for remaining INRATE. Review Sailor’s ASVAB scores at Reporting CDB vice waiting until they’re in their PTS window to determine the need to retake AFCT (MPM 1236-010).
Additional 5000 applications per month have been processed since integration, appr. 46%
BUPERS 32 Fleet RIDE Systems (REGA/PTS Brief) UPDATED 1/25/2012
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
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
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
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.
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
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
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”