CAPT Rick Cheeseman Director, Surface Officer Assignments PERS-41

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1 Surface Warfare Officer Community Brief 22 CAPT Rick Cheeseman Director, Surface Officer Assignments PERS-41

2 Agenda SWOs: Making a difference PERS-41: Who & What Career Progression and Milestones Career Management & Benefits

3 SWO Allocation/Inventory 900 O-1 O-2 O-3 O-4 O-5 O DoD Flow Point Guidelines FY-18 ROPA CAPT CDR LCDR LT LTJG ENS SWO(N) RL Options Pending Losses Pending Gains FY-19 ROPA

4 Who We Are Gender Marital Status Children Female 22% (1943) Male 78% (6942) Unmarried 47% (4190) Married 53% (4695) Children 35% (3092) No Children 65% (5793) Rank Commissioning Source CAPT 5% (427) LCDR 13% (1191) CDR 10% (901) LT 34% (3011) USNA 29% (2599) ROTC 36% (3161) Flag 1% (46) ENS 25% (2187) LTJG 13% (1122) Other 5% (408) STA 21 5% (464) OCS 25% (2253)

5 Where We Are Pacific Northwest (198) 4 x DDG Hampton Roads (2003) 26 x CRUDES 11 x AMPHIB Naples/Gaeta (86) 1 x LCC San Diego (2085) 21 x CRUDES 15 x AMPHIB 6 x LCS 3 x MCM Rota (108) 4 x DDG Mayport (443) 5 x CRUDES 3 x AMPHIB 2 x LCS 3 x PC Bahrain (150) 4 x MCM 10 x PC Singapore (23) 1 x CDS Japan (622) 11 x CRUDES 4 x AMPHIB 4 x MCM 1 x LCC Pearl Harbor (389) 9 x DDG SWOs operating forward like never before...

6 Match talent to task PERS-41 Mission Provide capable officers for all milestones Respond to Fleet needs Building Strong Careers is our Job

7 PERS-41 Organization PERS-41 Director Surface Officer Distribution Division - Deputy Director/Asst. O-6 (CDR Angelinas) - Asst. O-6 Detailer (CDR Gilmore) - Executive Assistant (LCDR Keller) - SWO Outreach (LCDR Seeger) - Metrics (LCDR Whiteman) PERS- 410/411 CDR/LCDR Assignments PERS- 412 Junior Officer Assignments PERS- 413 Surface Officer Placement PERS- 414 LDO/CWO Assignments PERS- 415 SPECWAR Assignments/ Placement PERS- 416 EOD Assignments/ Placement PERS- 46B Full Time Support Assignments (CDR S. Grunwell) (CDR J. Grunwell) (CDR Ralston) (CDR Enriquez) (CDR Allman) (CDR Cornell) (CDR Smith) PCC Post-DH XO-SM XO-Afloat CO-SM CO-Afloat Accessions DIVO DH (Conventional & Nuclear) CRUDES LANTFLT PACFLT AMPHIB LCS/PC/MCM Admin Security OPSTEC Deck Electronics Ordnance Engineering CWO2 CDR Placement for SEAL Commands CWO2 - CDR Placement for EOD, Salvage, & DIVE/EOD Training Commands ENS CAPT Sr. FTS rep at NPC

8 Detailing Triad Homeport/Ship Type/Billet Deploying Ship Geographic Stability Graduate/Joint Education Family Needs Qualifications Timing for Screening Career Progression Assignment Diversity Needs of the Navy Deliver the Right Skills, at the Right Time, for the Right Job

9 What s going on in Surface Warfare Sailor 2025: Surface Warfare Retaining our most talented! MK VI Early Command O3 and O4 level! Continuing Plans and Tactics Officer (PTO) Improved warfighting readiness AND personnel readiness Balanced DH Sequencing Plan Increased selectivity to serve as a DH First Reward for Performance bonus in DOD (DHRB) Midshipman Early Ship Selection Initiative option for COs 27 USNA & NROTC Midshipmen will be offered in Spring 2018

10 Career Progression and Milestones

11 PXO PCO PCO BDOC ADOC BST DH PL CA SWO Career Path Shore Tour 1st DIVO Tour 2nd DIVO Tour Civilian Education 1st DH Tour WTI 1st DH 2nd DH 3rd DH EC Board O-4 O nd DH Tour PD1 Shore/Sea Tour PD2 Shore/Sea Tour XO/XO-SM CO Tour XO/CO Fleet Up 1st PCC O4 1st 2nd O5 3rd Performance at Sea drives Command Screen, Professional portfolio drives shore assignment

12 BDOC BDOC BDOC BDOC BDOC SWO Career Chart Many Options to Meet Your Goals NNPTC NPTU ADOC BST ADOC BST WTI ADOC BST DH PL DH PL DH PL DH PL DH PL CA CA CA CA CA Track 1 Traditional Path st DIVO Tour 1st DH 2nd DIVO Tour 2nd DH 3rd DH Shore Tour Civilian Education WTI 1st DH Tour EC Board 2nd DH Tour Early Command O Track 2 Accelerated Warfighter Single Tour ADOC BST 1st DH 2nd DH WTI Production Tour 3rd DH 24/12 CIV Grad Ed 1st DH Tour EC Board 2nd DH Tour Early Command O Track 3 Enhanced Readiness 1st DIVO Tour 2nd DIVO Tour (DCA, AUXO, MPA, NAV, ELECTRO) 1st DH 2nd DH 3rd DH Training & Teaching or Graduate Education 1st DH Tour EC Board 2nd DH Tour Early Command O4 Track 4 Accelerated Skillset Building st DIVO Tour Skillset Development (OA, FM, ACQ, ASW, CS) 1st DH 2nd DH 3rd DH 2nd DIVO Tour 1st DH Tour EC Board 2nd DH Tour Early Command O Nuclear Track 1st DIVO Tour 1st DH 2nd DIVO Tour - CVN Engineering Tour 2nd DH 3rd DH Shore Tour Civilian Education WTI 1st DH Tour EC Board CVN PA Tour O4 Multiple paths that connect values with options and opportunities building better COs and Warfare Commanders!

13 Divo Slating Process 6 months from PRD for sea and shore requests Slate input includes: Qualifications (OOD, SWO, EOOW, TAO) FITREP performance (Latest FITREP / INDIV TA vs. RSCA) Your Preferences CO Input/Assessment SWE Business Rule: 3 of 4 DIVO & DH tours must be in mainstream afloat billets Changes to billet base shifting all Staff billets to Post Department Head If an officer does not have an EOOW letter on their 1st tour, assignment to 2nd DIVO tour on a ship in an engineering billet will likely occur OOD letter is required for an opportunity to slate!

14 Sea Slate Worksheet Officer s Preferences Officer s Qualifications Slate Points & Slate Rank Detailer s Comments 1-3 Lines CO s Comments & Recommendations 1-3 Lines Slate worksheet and Officer s preference used to determine slating

15 2nd Divo Tour Slating Options 1st Divo Tours 2nd Divo Tours 82% OPPORTUNITY ALLOWS FOR MAXIMUM EXPOSURE TO A VARIETY OF SHIP TYPES. CRUDES AMPHIB LCS 100% AMPHIB CRUDES LCS MIW CVN STAFF MIW PC 5% 7% 6%

16 Expanded Opportunities for our MOST Talented JOs FSEP (Fleet Scholar Education Program) Pursue advanced education at America's most prestigious institutions of THEIR choosing (in CONUS). Degree must have a Navy subspecialty associated with it; up to 24 months. GET (Graduate Education and Teaching) Apply to a university in the National Capital Region, pursue a one year Master's Degree in ANY concentration desired, and then teach that subject area at USNA for two years. LEAD (Leadership Education and Development) Pursue a Master's Degree from the University of Maryland or George Washington University, followed by a two year tour as a Company Officer at USNA. TWI (Tours with Industry) The opportunity to work at Amazon, Google, NextJump, LinkedIn, Apple, La Quinta, Walmart, UPS... This program is twelve months in duration. NIAC (Naval Innovation Advisory Council) Work to assist, accelerate, and enable innovation throughout the DoN in either San Jose or WDC. Will regularly brief SECNAV and other DON senior leaders. PMRI (Purdue University Military Research Initiative) Pursue a Master's Degree or PhD (preferred). This program is 36 months and requires Aegis experience and Dahlgren training. MIT-WHOI (Massachusetts Institute for Technology - Woods Hole Institute) Obtain a Master's Degree in an Oceanography based curricula. Practical / theater ASW experience preferred. RAN PWO (Royal Australian Navy Principal Warfare Officer) Located in Sydney, Australia. One year training course at RAN s premier warfare training establishment: School of Maritime Warfare. Followon PEP tour in Sydney. NROTC (Naval Reserve Officer Training Corps) Two to three year programs to lead, mentor, and train future Naval Officers. Earn a Master's Degree while on staff. PENN STATE Military Research Initiative **NEW** Pursue a PhD. The program is 36 months with specific research opportunities. Programs are extremely competitive and offer diverse opportunities for our MOST talented JOs to do something spectacular and unique. - DHRB required Attracting Top 10% of key YGs

17 Naval Post-Graduate School Operations Analysis Space System Ops Computer Science Information System Tech Info Sys and Ops Network Ops and Tech Systems Eng Analysis Human Sys Integration SPECOPS Low Intensity Conflict Systems Engineering Security Studies Undersea Warfare Combat Sys Science and Tech Naval/Mechanical Eng Electrical/Computer Eng Space Systems Eng Information Warfare National Security Affairs Homeland Security Middle East Far East Western Hemisphere Russia MBA Transportation Management Financial Management Material Logistics Support ************* THESE CURRICULA REQUIRE DHRB All curricula are competed via Talent Management Board. Unfilled billets will be available throughout the year for competitive slating.

18 WTI: A Surface Warfare Community Priority Expanded WTI Opportunity From 2nd Tour JO to post-dh O-4s and LDOs Variety of Productions Tours Full range of commands and homeports are identified and billets properly coded that will capitalize on the tactical investment Graduate Education Options GEV (to include 24/12), NWC (including Fleet Seminar), NPS Distance Learning, FSEP, and service War Colleges Selection Process Away from a conveyer belt approach => seeking our most promising tactical athletes w/ strong CO support Executing a rolling application process and screening applicants into an approved WTI Bank identifying, selecting and slating as early as possible Targeting 110 Officers per year to complete WTI training. A community investment in our tactical prowess and growth ROI will be measured in people, process, and product

19 DH Billet Structure Changes Ship First Initiatives Shift all ATG ENG Assessor/NCW/RIVRON billets to Post DH Better Use of Manpower Initiatives Expand PTO Pilot (more on next slide) All LCS Mission Module OIC billets will be integrated into core crew 2nd tour DIVO billets LCS CHENG transitioning to 1st Tour 1110 DH, MPA billets to be filled by LDOs Improved Ship Readiness Initiatives Pilot breaking AEGIS WEPS-CSO fleet-up model ( Selective CSO Fleet- Up ) Shift MCM (7 of 11 complete) and LSD (7 of 12 complete) CHENG billets back to the LDOs All billet transitions scheduled to be complete mid-2018 Amphib-specific Initiatives Sequential Major Command Send 2nd Tour DHs to LHD NAV billets Send Post DH N3s to PHIBRONs

20 Plans and Tactics Officer (PTO) Approved by COMNAVSURFOR as valid 1st tour DH on CG / DDG / LPD Evolved from recognition that: We have not changed the DH construct in 32 years But requirements for DH have ballooned... and DHs are stretched too thin We need greater focus on PBED / tactics Tactical planning pushed down to the unit level Tailored Training includes: I-stop at Ops Planner COI in Newport I-stop at NSMWDC in SDGO for PBED/Tactics training 60 PTOs onboard ships by January 2018 What does the future look like?

21 DH Realignment Example OPS WEPS CSO PTO CHENG OI CG CC (COMMO & NSO) OD CM CE TRAINO EE NAV ATO/Safety CF OT/SSES EM STT ATFP CSTT (Tech.) IS ER CA EA ITT (Coord) CSTT (Tact) MP CX PBED ETT PTOs: Just like every other DH Own people, programs and equipment

22 Early Command Forward Deployed 10 PCs, 4 MCMs in Bahrain 4 MCMs in Sasebo Permanent Crews CONUS 3 PCs in Mayport 3 MCMs in San Diego Opportunity to command at 9-10 YCS CO tours in lieu of 2DH / Post-DH tour High screen rate for CDR CMD Challenging and Rewarding FUTURE: MK VI Boat CO and Company Commanders! Next Board: June 2018

23 Post-DH Detailing Goal: Prepare Officers for Command Screening Contact your Detailer 8-9 months prior to your PRD from 2nd DH Tour Detailers analyze record looking for: EOOW & TAO Letters, CMD Qual, JPME, Masters Degree FITREP Breakouts (Hard and Soft against peer group) FITREP Trait Avg vs RSCA & Summary Avg Command Afloat Recommendations Other significant items: Post-DH Sea/Operational Duty Waterfront Production Tours DC or other high vis community tour Multiple opportunities for Joint not required during post-dh tours Detailers make recommendations based on career milestone requirements and needs of the Navy

24 Post-DH Detailing Downstream fill list posted on 410/411 Post DH-PCC web page Billets notionally posted by Placement Officers 8-10 months from fill date List updated around the 1 st week of each month All officers must provide preferences w/in 7 months of PRD Submit a minimum of 5 preferences (must include 1 Hot Fill and 1 GSA billet) Preferences competed each month among officers in detailing window Post DH billet base is: 40% Sea Duty 50% of Rollers are going operational SWO LIEUTENANT COMMANDER SEA DOWNSTREAM FILLS LIST: 06 OCTOBER 2017 GWOT SUPPORT ASSIGNMENT (GSA) BILLETS ARE PRIORITY FILL BILLETS HOT FILLS ARE COLOR CODED RED IN THE COMMAND COLUMN AND ARE PRIORITY FILL BILLETS FOR THE CURRENT MONTH'S RECONCILIATION FILL DATE UIC BSC DESIG COMMAND BILLET TITLE HMPRT AQD /SCP NOTES ECRC FWD NORFOLK CPD/BMD MISSION PLANNER NORVA BM1 KA COMSC EURAF STF OPS & PLN /RESV/ADDU TO 03080/40 NAPLES SWO CLK NMPS{180618} CLRNC(V) MONTHS(11) LOC(QATA). AQD CCSG 2 FLAG SEC NORVA NOMINATIVE COMFIFTHFLT STF OPS&PLN/TMW PLAN OFF MANAMA BM1 SWO CLK COMFIFTHFLT STF OPS&PLN MANAMA BM1 KA6 SWO CLK COMSEVENTHFLT STF OPS&PLN/ TF IAMD LNO YOKSKA BM1 SWO CLK CCSG 8 STRKWRF MISSYS NORVA BM1 BS3 SWO CLK CG III MEF NAVGUNFIRE LIA CPCRTN PHIB CB2 SEADUCO FIRSTLT AFLOAT L CRK PEP FRANCE-BREST PROF CIV USA(PEP FM 00161/ ) BREST LA9 MUST BE FLUENT IN FRENCH. ONSTA DEC 18-DEC CG II MEF NAVGUNFIRE LIA C LEJ CG I MEF NAVGUNFIRE LIA CPPEND CE 5TH MEB PHIB OPS MANAMA PEP UK-PORTSMTH SURF WARFARE INSTR(68933/ ) PTSMUK Needs of the Navy CVN 78 FORD NTDS-CIC NORVA LF7 SWO CLK COMUSKOREA SPECIAL FORCES COMPONENT LNO SEOUL JD ST MDIV FMF PAC NAVGUNFIRE LIA CPPEND Balancing Fleet needs with personal preferences applying talent to task

25 CDR CMD/XO Screening Surface CDR CMD Board convenes annually in December and covers SWOs across 3 PYGs: 1st look LCDR PYG + 2 LCDR PYG 16 1st in Dec 2018 Can only be selected for CO-Afloat 2nd look PYG + 3 LCDR PYG 15 2nd in Dec 2018 Can be selected for CO-Afloat, XO-Afloat, or XO-SM 3rd look PYG + 5 LCDR PYG 13 3rd in Dec 2018 ONLY XO-Afloat or XO-SM screen officers eligible Can be selected for CO-Afloat or CO-SM Milestone screening drives selection to O-5

26 Post-CDR Command Detailing DIFFERENT THAN WHAT YOU RE USED TO! One on one detailing ~ 4 to 6 months prior to PRD More PCC Billets than PCCs Will match talent to task; preferences matter Man the Fleet - Will fill sea billets ahead of shore billets Three career goals in mind (in priority order) Select for CAPT Screen for Major Command Building your portfolio/future potential Break-outs in command determine follow-on tour Hard break-out (EP) Build skillset, Joint, WC... or Sea Duty/Operational Tour MP or soft break-out Sea, overseas, community job Timing also important Major Command 1st is O5 PYG + 5 yrs 2 tours btwn CDR CMD and MAJ CMD (~4 yr window) Screening rate to MAJ CMD is percent for a given PYG

27 Career Management and Benefits

28 Key FITREP Points FITREPS: Know the reference! (BUPERSINST D) What s the message: Hard break out? Soft break out? Caught in traffic? Boss s RSCA? Recommendation? Progression? Air gap? Block 41 must tell a clear story can you lead at the next level? White space GOOD! 28

29 How Your Record is Briefed Officer Summary Record (OSR) Performance Summary Report (PSR) SOURCE SCHOOL SOURCE SCHOOL USS SHIP USS SHIP USS NEXT SHIP Tactical excellence Wicked Smaaht! - Tale of 2 CO s 1) HBO in 1 st tour, then 2)?? 2 nd CO USS NEXT SHIP JO Shiphandler of Year CO Fully Qual d - SWO Heavy-lift jobs post-dh Think of Halsey, Nimitz, and Spruance embodied in one SWO LT Flag potential -CO HONOR GRAD USS 3 RD SHIP USS 3 RD SHIP USS 4th SHIP USS 4th SHIP CHENG CHENG CHENG O-4 SPOT CHENG CO potential is limitless CO VERY vanilla. PD1 SHORE PD1 SHORE PD2 SHORE AO MC PD2 SHORE AO MC Only limited by FR system to a P. My BEST DH, even as a JG - CO

30 Bonus Takers / DH Requirement JO Retention Trends 300 DH Bonus Takers Number of Bonus Takers Required to Meet Department Head Demand DHRB Contract Eligible * * * * * * YG 08 YG 09 YG 10 YG 11 YG 12 YG 13 YG 14 SWO JO Retention is at an all-time high! *

31 FY 18 DH Selection Board 1 st (YG 14) 55% selection (466/847) w/ EOOW: 88% (220/251) w/ TAO: 73% (8/11) 2 nd (YG 13) 50% selection (130/262) 3 rd (YG 12) 24% (9/37) Nuke (across 3 looks) 75% Superior performance at sea was primary selection factor. Ship/Platform/Command; Ship Employment; and Billet Assignment were not factors. Advanced qualifications favorably viewed. 5 of 7 Track 4 officers selected! No SWO = No Selection! Board did not have a Zero Defect mentality. The most selective DH Board in a generation!

32 Department Head Retention Bonus (DHRB) BDOC ADOC BST DH PL CA PD1 YG-12 and junior are eligible for the DHRB* YG-11 and senior remain under legacy bonus structure Selection at the SWO DH Screen Board rewarded with larger bonus DH Screened JOs able to commit to DH as early as YCS-3 Current RJCSRB New DHRB 1st DH 2nd DH 3rd DH 1st DIVO Tour O-2 O-3 $10K $10K $10K $10K $10K $10K O st DH 2nd DIVO Tour 2nd DH $10K $10K $10K 3rd DH $10K $10K Shore Tour Civilian Education WTI $15K $15K $15K $15K $15K $15K $15K $15K $15K 1st DH Tour EC Board $15K $15K $15K 2nd DH Tour Early Command O4 $15K $15K $15K YG-12 and screened at 1 st, 2 nd or 3 rd DH (June 15, 16 or 17 DH Board) and sign DHRB after the June 2017 DH Board but before YCS-6 anniversary - $75K YG-13 and screened at 1 st or 2 nd DH (June 16 or 17 DH Board) and sign DHRB after the June 2017 DH Board but before the June 2018 DH Board - $95K and sign DHRB after the June 2018 DH Board but before YCS-6 anniversary - $75K YG-14 and screened at 1 st DH (June 17 DH Board) and sign DHRB prior to the June 2018 DH Board - $105K and sign DHRB after the June 2018 DH Board but before the June 2019 DH Board - $95K and sign DHRB after the June 2019 DH Board but before YCS-6 anniversary - $75K FTS Officer are still eligible under previous bonus structure of $12K per year starting at YCS 5 for a total $60K Surface Warfare: Rewarding Superior Performance

33 Critical Skills Retention Bonuses Junior SWO CSRB - $75K $10K upon commitment to serve two DH tours and confirmation of eligibility $10K on 6 th and 7 th anniversary of commissioned service $15K on 8 th, 9 th and 10 th anniversary of commissioned service DHRB - $105K Up to additional $30K for selection on first look and signing DH contract DHRB Max Value $105,000 SWO Compensation LRB - $46K $22K on 2 nd anniversary of promotion to LCDR $12K on 3 rd and 4 th anniversary of promotion to LCDR Must apply between YCS SWO CSRB $46,000 SWO CSRB $46,000 Jr SWO CSRB Jr $75,000 SWO CSRB $75, W/DHRB w/legacy Bonus Annual Pay Up to $151K to Serve DH + 4 Years as LCDR!

34 Community Health LCDR Avg Opp FY14-18: 87.1% CDR Avg Opp FY14-18: 64.05% CAPT Avg Opp FY14-18: 54.27% FY17 LCDR (Board 85%, SWO 91.1% ) FY18 LCDR (Board 87%, SWO 82.0% ) Successfully serving as a DH Afloat = LCDR Selection Department Head Board Rates (FY17 First ): 58% (FY18 First ): 55% From least selective to most selective URL Community FY17 CDR (Board 70%, SWO 59.0%) FY18 CDR (Board 70%, SWO 69.7%) Screening for CO/XO Afloat = CDR Selection XO-SM < board rate CDR Command Board Rates (CO Afloat or SM): 44% -> 35% (CO and XO Afloat or SM combined): 79% -> 62% Performance as a DH and meeting CQE requirements remain key discriminators FY17 CAPT (Board 55%, SWO 56.9%) FY18 CAPT (Board 55%, SWO 55.4%) Success in CDR Command = O6 Selection Major Command Board Rates (Afloat and Shore): 55% (Afloat, Shore and AC): 60% Healthy Major Command Opportunity for best COs

35 Retirement Compensation For a married LT, age 26, at 4 years service Annual pay(including BAH/BAS): $78K Equivalent starting salary to maintain lifestyle: $89K* Retirement YCS) 20 (Retire at 42) 20 (Retire at 42) 25 (Retire at 47) 25 (Retire at 47) 30 (Retire at 52) Annual retirement pay (assumes 2%/yr annual increase) $60K (50% base pay) $69K (50% base pay) $98K (62.5% base pay) $114K (62.5% base pay) $162K (75% base pay) Total retirement equivalent (assumes member lives to age 79) $3.25M $3.72M $4.33M $5.05M $5.73M Annual investment required to achieve equivalent retirement (assumes 5% APY til retirement) Annual compensation required to achieve equivalent retirement** $47.8K $54.8K $48.6K $56.8K $51.3K $136.9K $143.8K $137.6K $145.8K $140.3K *Based on OSD Military Compensation Calculator for a LT (family of three, avg BAH) ** Annual compensation accounts for civilian equivalent pay and required annual investment to amount to the same annuitized payout from the military retirement system.

36 Blended Retirement System Beginning in 2018, service members can get automatic and matching Thrift Savings Plan contributions as well as midcareer compensation incentives in addition to a monthly annuity for life. All service members under the current system are grandfathered into today s retirement system. If you join the service after January 1, 2018 Automatically enrolled in the Blended Retirement System. After January 1, 2006 but before January 1, 2018 Choice to enroll in the Blended Retirement System or remain in today s current retirement system. Before January 1, 2006 Grandfathered and remain in today s current retirement system.

37 Bottom Line Surface Warfare Officers: Leadership from Day One Train as Warfighters Command opportunities early and often Challenge and adventure in taking ships to sea Broad and diverse opportunities afloat and ashore It is an Honor to lead and serve The stature of our homeland is no more than the measure of ourselves. Our job is to keep her free. Our will is to keep the torch of freedom burning for all. To this solemn purpose we call on the young, the brave, the strong, and the free. Heed my call, Come to the sea. Come Sail with me. John Paul Jones

38 PERS 41 Questions and Answers

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