Walter Reed Army Institute of research COL David W. Craft PhD D(ABMM) Walter Reed Army Institute of Research

Promotion Board Update FY10 Major AMEDD Board

S ELECTION BOARD Secretariat for The following briefing was prepared by the staff officers of the Secretariat for Department of the Army Officer Selection Boards. S ELECTION BOARD

Conduct all centralized active component officer selection boards OVERVIEW Our Mission Conduct all centralized active component officer selection boards Provide administrative and technical support to DA Selection Boards Coordinate membership for DA Selection Boards Our primary mission is to conduct all active component OFFICER selection boards. Enlisted, reserve and national guard boards are conducted elsewhere. We provide board support comprised of active duty U.S. Army commissioned officers who are senior in their respective ranks. We also employ various civilian support personnel ranging from GS4s to GS11s. These personnel provide the critical administrative and technical support required to operate our selection boards. Another important mission we undertake is the coordination of DA selection board membership.

OVERVIEW The Sec Army’s MOI Provides MAX & MIN selection capability Provides Special Skill Requirements Authority for Board Board Mission Defines Zones of Consideration OER Cut-off Authority Additional Guidance from SA as required (OER, Training Base, Reserve Component Duty) Joint Duty Goals EO Information ENCLOSURES SEC ARMY COVER MEMO Of all written guidance applicable to our selection boards, the convening authority’s Memorandum of Instruction (MOI) is perhaps the most important document. It serves as that particular board’s “operations order” and contains specific guidance from the convening authority (usually the Secretary or Chief of Staff of the Army). The most important guidance contained in the MOI is the minimum and maximum selection capability and guidance pertaining to any special skill requirements to meet the needs of the Army (Best Qualified boards). This information changes significantly between boards. This slide lists typical information found in the MOI.

OVERVIEW Board Member Selection Statute (Title X) Requires: 5 or more active duty members Senior to officers being considered Reserve officer representation Joint representation Cannot sit 2 consecutive boards Army Policy Requires: Branch representation Ethnic and female representation LTC (O5) or above 50% O5/O6 CSL Commander Both officer and enlisted board membership selection is coordinated by the DA Secretariat. This slide depicts minimum board member requirements for officer selection boards as dictated by law and Army policy. The bottom line with board membership is that membership is designed to reflect the population of officers being considered for selection.

Promotion Board Operations Promotion Selection Board

BOARD OPS Board Room Procedures and Security No personal knowledge allowed* All board members & a recorder must be present for board discussions, deliberations and decisions No informal office visits (to include career managers) Throughout the board process, the DA Secretariat constantly stresses board room security and maintaining the sanctity of the board process. The Oath. All personnel must take the following oath or affirmation prior to sitting as a member, recorder or in an administrative support capacity: " I , ______________________, I do solemnly swear (or affirm) that I will, without prejudice or partiality, and having in view both the special fitness of officers and the efficiency of the Army, perform the duties imposed upon me, and that I will not divulge the proceedings or results thereof pertaining to the selection or non-selection of individual officers except to proper authority.“ If at any time a board member violates this oath, then he or she may be relieved of their duties by the convening authority. Violations of this oath after the board’s recessed can result in strict UCMJ admonishment. Personal knowledge (PK) is defined as a board member’s first hand knowledge of an officer competing for selection. Unless stated in the MOI, board members will NOT share PK with fellow board members, nor can it be adopted as a board criteria for voting. Board members can only apply it to their own voting criteria. For a majority of our boards, PK is NOT authorized*. *PK is typically authorized for General Officer boards (BG, MG, etc.) and Special Mission Unit Command boards. When PK is authorized, the DA Secretariat implements it in a formal and controlled manner. Only first hand PK is allowed. Prohibited from these PK discussions are hearsay, the opinion of non board members and spouse information. Once board members are sworn in, they will spend a majority of their time within the DA Secretariat during the duty day (0730-1700). They are prohibited from making office calls with agencies throughout HRC until after recess and cannot reveal their membership on a board until the results have been publicly released. No visitors allowed in the board room All board related material & discussion stays in the board room

100% Select Rate Capability Numerical Constraints BOARD OPS (AR 600-8-29) Fully Qualified Best Qualified “… qualified professionally and morally to perform the duties expected of an officer in the next higher grade.” (SELCON) 100% Select Rate Capability Fully qualified officers who “meet specific branch, functional area or skill requirements”… to meet the Needs of the Army. (Command & most promotion boards) Numerical Constraints The DA Secretariat conducts two types of selection boards: Fully and Best qualified. Fully qualified boards have NO numerical constraints on officers to select. These boards have the capacity to select every eligible officer if a majority of the board finds them “Fully Qualified” for selection. Fully Qualified officers are those whose demonstrated potential unequivocally warrants their selection. Best qualified boards, however, have minimum and maximum numerical constraints and requirements to select a certain number of officers with special skills (MOS, branch, etc.) to meet the needs of the Army. A majority of the boards we conduct are “best qualified” boards. 27

BOARD MEMBER EXPERIENCE & JUDGMENT CONVENING AUTHORITY’S MOI BOARD OPS Board Member Voting BOARD MEMBER EXPERIENCE & JUDGMENT + MOI CONVENING AUTHORITY’S MOI + BOARD FILE SCORING CRITERIA Word Picture 1 - 6+ + = VOTE Once all administrative briefings and practice voting is complete and board members are comfortable with the guidance from the convening authority, board members will combine the critical elements depicted here and vote files for record. Concept briefings on Command, School and Promotion boards can be found on this website under the “Board Briefings” tab. 24

BOARD OPS Phase I - In/Above Zone Voting (FQ) Phase II - BZ Voting Phase III - Comparison & Requirements Phase IV - Show Cause Phase V - Paperwork

PHASE I Identify Fully Qualified Officers Vote Files (1 thru 6 +/-) ID Possible Show Cause Cases Establish OML Establish Fully Qualified Line

Word Picture (IAZ) 6 +/- 5 +/- 4 +/- 3 +/- 2 +/- 1 FULLY QUALIFIED Top Few Superior Performer Superior Potential 6 +/- 5 +/- 4 +/- 3 +/- 2 +/- 1 FULLY QUALIFIED Select Ahead of Peers Outstanding Performer Outstanding Potential FULLY QUALIFIED Select with Peers Solid Performer Good Potential FULLY QUALIFIED Select if there is a Requirement Average Performer/Potential FULLY QUALIFIED NOT FULLY QUALIFIED Do not Select Weak Performer NOT FULLY QUALIFIED Show Cause

Identify Fully Qualified Officers PHASE I Identify Fully Qualified Officers FULLY QUALIFIED MAX Score 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 IAZ Population Hard Vote Determine “FQ” line NOT FULLY QUALIFIED MIN Score 13 14 15

Identify Potential BZ Selects AR 600-8-29 Officer Promotions PHASE II Identify Potential BZ Selects AR 600-8-29 Officer Promotions 1-34b. Below the zone promotions are an essential part of the promotion system. They are intended to provide officers of exceptional ability an opportunity to advance quickly to more responsible positions, help retain high quality officers, and give officers an incentive to perform at their highest level.

Identify Potential BZ Selects PHASE II Identify Potential BZ Selects DA MEMO 600-2 The Army must identify its best officers and promote them earlier to afford them sufficient remaining service to be available as our senior leaders. Officers selected from BZ replace those who otherwise would be promoted from in and above the promotion zone; therefore, they must be clearly superior to those who would otherwise be promoted.

Identify Potential BZ Selects BZ MOI Guidance: MIN = 0, MAX= 2 PHASE II Identify Potential BZ Selects Screen Vote: YES/NO/SC Hard Vote: 2-6+/- 18 YES 17 16 15 14 13 12 11 10 4 3 2 1 OML # SCORE 1 78+13 2 77-1 3 77-4 4 75-1 5 75 6 74+7 7 73-4 8 72+3 9 72+2 10 71-5 11 60+1 12 55+1 13 26 BZ MOI Guidance: MIN = 0, MAX= 2

Order of Merit List (OML) Phase III: Tentatively NAME RANK SKILL SCORE OML # JONES MAJ A 60+10 1 SMITH 60+9 2 JAMES C 60 3 JOHN B 58 4 DOE D 58-1 5 SCHMOE 58-4 6 KELLY 57+9 7 GIBSON 57+8 8 JACOBS 57+7 9 STEWART 56+10 10 BARRETT ANDERSON 54 12 HARVEY 53 13 COX 53-2 14 MICHAELS 29 15 MAYO AR 27 16 FRITZ 26 17 Requirements: Optimum = 10 Max BZs = 2 I/AZ Comparison Files Phase III: Tentatively Best Qualified Line Phase I: Fully Qualified Line NOT FULLY QUALIFIED

Identify Best Qualified Officers Head to Head comparison Phase III: Identify Best Qualified Officers BZ OML IAZ OML 1 2 2* 1 TBQ 9 10 The lowest scoring BZ officer is compared against the highest scoring I/AZ Officer Head to Head comparison Fully Qualified Not Fully

Order of Merit List (OML) The I/AZ File, “Stewart” is compared against a BZ file, “Smith” and the BZ file is found to be not clearly superior. The I/AZ File, “Barrett” is compared against a BZ file, “Janson” and the BZ file is found to be clearly superior.

Order of Merit List (OML) NAME RANK SKILL SCORE OML # JANSON MAJ C JONES A 60+10 1 SMITH 60+9 2 JAMES 60 3 JOHN B 58 4 DOE D 58-1 5 SCHMOE 58-4 6 KELLY 57+9 7 GIBSON 57+8 8 JACOBS 57+7 9 STEWART 56+10 10 BARRETT 55 11 ANDERSON 54 12 HARVEY 53 13 COX 53-2 14 MICHAELS 29 15 MAYO AR 27 16 FRITZ 26 17 Requirements: Optimum = 10 Max = 11 Max BZs = 2 P1 P2 P3 P4 P5 I/AZ FILE IS DISPLACED; OFFICER NOT RECOMMENDED FOR PROMOTION P6 P7 P8 P9 P10 P11 Phase III: Best Qualified Line NOT FULLY QUALIFIED Phase I: Fully Qualified Line

Processes (Tools for Consistency) Contents of Information MAY / MAY NOT SUMMARY Adjournment Sec A Acts on Results Release Results Published Recess (Today) Procedures, General Concept of ops. Processes (Tools for Consistency) Voting tools Word picture Scoring system ASBS File Make-Up Contents of Information Briefings YOU MAY DISCUSS: Recorder will notify member Method of selection (ie Best or Fully Qualified) Board composition (representation, number of members, makeup) Specifics of MOI (as published) Statistics (as published) What it took to be selected Name of specific board served on Comments concerning individuals or groups of individuals made during Deliberations. Relative Standing of any individual or groups of individuals on the Order of Merit List. Any Statistical Analysis not published with board results. YOU MAY NEVER DISCUSS:

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