2. Typical First Day Tasks Pickup at Hotel Welcome, Oath - Chief, DA Secretariat Administrative Briefing QMP Briefing OER Briefing Concept Briefing “Reading Time” of the Board MOI / DA PAM 600-3 Practice Vote Brief/Practice Vote Lunch Begin voting End Day One BOARD OPS

3. Board Room Procedures and Security No personal knowledge allowed* BOARD OPS All board members & a recorder must be present for board discussions, deliberations and decisions No informal office visits (to include career managers) All board related material & discussion stays in the board room No visitors allowed in the board room

4. Board Member Voting MOI SEC ARMY’s MEMORANDUM OF INSTRUCTION = VOTE BOARD MEMBER EXPERIENCE & JUDGMENT + + SCORING CRITERIA Word Picture 1 - 6+ + + + + BOARD FILE BOARD OPS

5. Fully Qualified Best Qualified (AR 600-8-29) 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 “… qualified professionally and morally to perform the duties expected of an officer in the next higher grade.” (SELCON) 100% Select Rate Capability BOARD OPS

6. CONCEPT OF OPERATION Phase I Identify “Fully Qualified” Officers (IAZ) Phase II Identify Potential BZ Selects Phase III Identify “Best Qualified” Officers Phase IV Identify Officers for Show Cause Phase V Produce Board Products / AAR

7. Vote files (1 thru 6 + / -) Identify possible Show Cause cases Establish OML Establish Fully Qualified line (FQ) AAR input PHASE I Identify Fully Qualified Officers

8. FULLY QUALIFIED 6 +/- 5 +/- 4 +/- 3 +/- 2 +/- 1 NOT FULLY QUALIFIED EXAMPLE WORD PICTURE Verbiage of word picture and location of FQ line are board decisions

9. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 FULLY QUALIFIED MAX Score (102 +17) MIN Score (17) IAZ Population Hard Vote 13 14 15 Determine “FQ” line (Board decision based on word picture) NOT FULLY QUALIFIED PHASE I Identify Fully Qualified Officers

10. Establish an Order of Merit List X 3 SCORE 102+17 I/AZ Hard vote OML RANK 1 17 XXXX FQ NFQ MFEOSFS PHASE I Identify Fully Qualified Officers

11. Phase I Identify “Fully Qualified” Officers (IAZ) Phase II Identify Potential BZ Selects Phase III Identify “Best Qualified” Officers Phase IV Identify Officers for Show Cause Phase V Produce Board Products / AAR CONCEPT OF THE OPERATION

12. 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. PHASE II Identify Potential BZ Selects

13. 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. PHASE II Identify Potential BZ Selects

14. PHASE II Identify Potential BZ Selects Screen vote BZ files (Yes / No / SC) Establish / review screen vote OML Determine population to hard vote Hard vote selected BZ files (2 thru 6 +/-) Establish / review hard vote OML AAR input

15. YES: Merits further consideration for accelerated promotion. NO: Does not merit further consideration for accelerated promotion SHOW CAUSE: Substandard Performance, Misconduct, Actions Inconsistent w / National Security, Moral/Professional Dereliction EXAMPLE BZ SCREEN VOTE WORD PICTURE

16. Board Reviews Number of File with “YES” Votes # YES Votes# FILESRunning TOTAL 17 1 1 1656 152127 141744 13953 121972 112698 103101 99110 820130 716146 64150 025175 Board Determines Number of Files for “Hard” Vote by a majority vote PHASE II - Identify Potential BZ Selects

17. EXAMPLE BZ HARD VOTE WORD PICTURE 6 +/- 5 +/- 4 +/- 3 +/- 2 +/- Verbiage of word picture is board decision

18. OML #SCORE 1102+17 87101 88100-2 89100 9099+12 9199+10 9299+14 13099-6 17YES 16YES 15YES 14YES 13YES 12YES 11YES 10YES 9 8 7 6 Screen Vote: YES/NO/SC MOI determines BZ’s for comparison Example MOI Guidance: MIN = 58, MAX= 87 Hard Vote: 2-6+/- Board determines # to Hard Vote (majority vote) PHASE II Identify Potential BZ Selects

19. Phase I Identify “Fully Qualified” Officers (IAZ) Phase II Identify Potential BZ Selects Phase III Identify “Best Qualified” Officers Phase IV Identify Officers for Show Cause Phase V Produce Board Products / AAR CONCEPT OF THE OPERATION

20. Identify Tentatively Best Qualified Officers Break ties (if required) Compare BZ files Review Requirements Formal board vote AAR input PHASE III Identify Best Qualified Officers

21. OML RANK 1 IAZ OML XX Fully Qualified Not Fully Qualified Draw Tentatively Best Qualified Line based on the Optimum Selection Capability TBQ SCORE 102+17 17 PHASE III Identify Best Qualified Officers 1051 1052

22. IAZ OML Fully Qualified Not Fully Qualified TBQ BZ OML * Lowest scoring BZ file is compared with highest scoring comparison IAZ file above TBQ line PHASE III Identify Best Qualified Officers 59 87 1 58

23. Compare the IAZ comparison group with the BZ comparison group IAZ Comparison FilesBZ Comparison Files 966 965 PHASE III Identify Best Qualified Officers 60 59 87 TBQ line 1051

24. IAZ Comparison FilesBZ Comparison Files TBQ line PHASE III Identify Best Qualified Officers 86 87 Invert BZ group to compare the lowest scoring from the BZ against the highest in the I/AZ 58 1051 966 965

25. IAZ Comparison FilesBZ Comparison Files PHASE III Identify Best Qualified Officers If the lowest scoring BZ is found to be clearly superior to the highest I/AZ, all BZ in the group are integrated. 86 87 58 TBQ line 1051 966 965

26. PHASE III Identify Best Qualified Officers If the BZ file was not found clearly superior, that BZ file is eliminated. Comparison goes to next BZ / IAZ. IAZ Comparison FilesBZ Comparison Files 86 79 87 58 TBQ line 1051 966 965

27. PHASE III Identify Best Qualified Officers IAZ Comparison FilesBZ Comparison Files 86 79 87 When a BZ candidate has been deemed clearly superior to the respective IAZ officer, that BZ officer and those below him will replace the IAZ officers who would have otherwise been selected. 58 TBQ line 1051 966 965

28. PHASE III Identify Best Qualified Officers IAZ Comparison FilesBZ Comparison Files 86 79 87 When a BZ candidate has been deemed clearly superior to the respective IAZ officer, that BZ officer and those below him will replace the IAZ officers who would have otherwise been selected. 58 TBQ line 1051 966 965

29. Those BZ officers selected for early promotion are then administratively moved to the top of the IAZ OML. BZ 86 IAZ 1 IAZ 965 1 PHASE III Identify Best Qualified Officers TBQ line 1051

30. PHASE III - Identify Best Qualified Officers JOINT REVIEW (Goals not Requirements) Joint Staff > HQDA Staff Joint Duty Assignment > Overall Board Average OSD > HQDA Staff Officers serving or have served on the Joint Staff are expected to be promoted at a rate not less than officers serving or have served on HQDA Staff. Officers serving or have served in Other Joint are expected to be promoted at a rate not less than overall selection rate. Officers serving or have served on the staff of the Secretary of Defense are expected to be promoted at a rate not less than officers who are serving or have served on HQDA Staff. TITLE X DOD POLICY

31. NAMERANKBRANCHSCORE OML # SMITHMAJFA60+91 JAMESMAJIN602 JOHNMAJSF583 DOEMAJMP58-14 SCHMOEMAJFA58-45 KELLYMAJIN57+96 GIBSONMAJIN57+87 JACOBSMAJFA57+78 STEWARTMAJSF56+109 BARRETTMAJAR5510 ANDERSONMAJIN5411 HARVEYMAJSF5312 COXMAJIN53-213 MICHAELSMAJIN2914 MAYOMAJEN2715 FRITZMAJMP2616 Phase I: Fully Qualified Line Phase III: Tentatively Best Qualified Line Example Requirements: Max = 11 Skill Requirements: FA=3 SF=3 IN=3 At Large Selects=2 P1 P2 P3 P1 P2 P3 P1 P2 P3 P10 P11 NOT FULLY QUALIFIED NOT BEST QUALIFIED TO MEET THE NEEDS OF THE ARMY JANSON MAJ IN JONES MAJ FA Example Fill Requirements - Order of Merit List

32. Phase I Identify “Fully Qualified” Officers (IAZ) Phase II Identify Potential BZ Selects Phase III Identify “Best Qualified” Officers Phase IV Identify Officers for Show Cause Phase V Produce Board Products / AAR CONCEPT OF THE OPERATION

33. Board Deliberations & Voting Sponsor Completes SC Memorandum Sponsor Presents Case Summary  Substandard performance of duty  Misconduct  Moral/Professional dereliction  Actions inconsistent with national security PHASE IV – Identify Officers for Show Cause

34. Recommendation To Initiate Notes: 1. At any time during the process Officer may elect an “in lieu of” option - Resignation, Discharge (RA), or Retirement. 2. If either the BOI or DA review board recommend retention the case is closed favorably. 3. Cases involving misconduct in which the officer elects retirement “in lieu of” elimination will be referred to the Army Grade Determination Board. 4. Separation times once notified of approved elimination: - Substandard Performance - 30 days - Misconduct/Dereliction - 14 days CONUS - 21 days OCONUS By: DIR OPMD or DA Selection Board CG HRC Decision to Initiate CG HRC Decision Officer Elects Option Yes - Notification Sent to Officer No - Case Terminated Resignation/Discharge or Retirement (If Eligible) or Rebuttal Army Bd of Review Recommendation Field BOI Recommendation Accepts Rebuttal - Terminates Case or Rejects Rebuttal - Directs Field BOI Retention - GOSCA Closes Case and Notifies HRC or Elimination - GOSCA Forwards Case Thru Unit & HRC to Army Board of Review Retention or Elimination ASA (M&RA) Makes Final Decision ELIMINATION PROCESS

35. Phase I Identify “Fully Qualified” Officers (IAZ) Phase II Identify Potential BZ Selects Phase III Identify “Best Qualified” Officers Phase IV Identify Officers for Show Cause Phase V Produce Board Products / AAR CONCEPT OF THE OPERATION