FY14 Officer Expanded Force Management (FM) Programs

1. FY14 Officer Expanded Force Management(FM) Programs AFPC/DPS

2. Overview • Stage Setter • FY14 Force Management Programs • Timelines • Force Shaping Board • Temporary Early Retirement Authority (TERA) • Reduction in Force (RIF) • Voluntary Separation Pay (VSP) • Enhanced Selective Early Retirement Boards (ESERB) • Matrices • Transition Benefits • Parting Thoughts • What’s On Your Mind

3. Setting the Stage • Situation • Retention of highly qualified Airmen in our AF remains high • Current fiscal environment creates number of uncertainties for the DoD • Budget constraints led to personnel reductions & force structure changes • Goals • Provide Airmen information and time to make informed decisions • Operate within funding constraints and authorized end strength • Strategy • Size and shape the force for today and the future • Modernize personnel policies via performance-based emphasis • Approach • Voluntary programs to the maximum extent possible • Focus on retaining high performing Airmen while reducing overages Generally, Airmen in projected overage populations by AFSC and grade or year group will be eligible for voluntary and/or involuntary programs

4. FY14 Force Management Programs Officer • ADSC and TIG Waivers • PALACE CHASE • 8 vs 10-yr commissioned service for retirement • TERA • Selective Early Retirement Board • Voluntary Separation Pay (VSP) • Force Shaping Board • Reduction in Force Board • Enhanced Selective Early Retirement Board Enlisted • Active Duty Service Commitment (ADSC) Waivers • Time in Grade (TIG) Waivers • PALACE CHASE • Temporary Early Retirement Authority (TERA) • DOS Rollback • (eligibility not based on AFSCs) • Voluntary Separation Pay (VSP) • Quality Force Review Board • (eligibility not based on AFSCs) • Enlisted Retention Boards (SrA - TSgt) • SNCO Retention Boards (MSgt - SMSgt) • CMSgt Retention Board • * Previously announced • * Additional programs

5. Force Management Program Initial Timelines * * * * * * * * * * * * * = Retirement/Separation Dates = Eligibles Identified = Airmen notified = Pgm Dates/Board Windows As of 8 Jan 14

6. FY14 Force Shaping Board (FSB)

7. FSB Eligibility • Officers in 2009 through 2011 year groups (based on TAFCS date) and LAF-J officers • In specified AFSCs and competitive categories • See applicable matrix at FM website (link on summary slide) • Officers with less than 6 yrs TAFCS & less than 15 yrs TAFMS as of 31 Dec 14 are eligible • On promotion list prior to 16 Jun 14 are ineligible • Approved DOS after 31 Dec 14 remain eligible for FSB

8. FSB General Guidance • Mandatory DOS is 31 Dec 14 • Commanders will complete Retention Recommendation Forms (RRFs) on all officers meeting the board • Unearned portions of education assistance funds, special pay or bonuses will not be recouped for officers not retained • Officers with 6 or more years TAFMS are authorized full separation pay • Officers are authorized TAP benefits • Refer to PSDM for complete criteria and procedural guidance

9. Involuntary Separation Pay • Calculation: • Members monthly base pay X 12, multiplied by years of service (TAFMS), multiplied by 10 percent • Whole months (rounded) are used for calculation; e.g., 3 months and 6 days rounded to equal .25 of year • Example: • A Capt w/ 6 yrs and 3 months and 13 days of total active federal military service [($5188.80 monthly base pay) x 12 x (6.25 total whole years served)] x 10% = $38,916.00 • Officers eligible to receive separation pay must sign Individual Ready Reserve (IRR) Statement

10. FY14 Temporary Early Retirement Authority(TERA) Program

11. SECAF Guidance • TERA is Force Management tool vs. entitlement • NDAA: “…temporary additional force management tool…to effect drawdown…” • SECAF has authorized offering TERA, Title 10 USC § 8911 and Title 10 USC § 8914 • Goal: Shape overage AFSCs and mitigate accession cuts by maximizing voluntary losses

12. TERA Program Overview • Airmen may apply: • Between 14 Jan 14 - 26 Mar 14 • If not eligible, Airmen will be notified within 10 duty days of applying • Applications will be reviewed periodically throughout application window • Final approval / disapproval NLT 1 Apr 14

13. TERA Eligibility • Officer eligibility criteria: • Capt - Lt Col w/15-19 YOS as of 31 Jul 14 • In overage AFSC -- matrix on myPers website • Officers w / 19 (but less than 20) years of TAFMS as of 31 Jul 14 • Regardless of Core AFSC, year group, or competitive category • Some ADSCs are waiverable - see PSDM • Airmen must retire 1 Aug 14

14. TERA Exclusions • Airmen are ineligible if: • Already has approved DOS or pending application as of PSDM release • Under investigation and/or pending adverse action • Under appellate review or in confinement • Pending action under the disability evaluation system • Notified prior to submission of retirement application of selection for deployment (AEF or 365-day extended TDY) • Promotion selects, unless decline promotion

15. TERA Approval Methodology • Not a “first come, first serve” program • Applications “racked and stacked” by: • AFSC • Year Group • Those with no ADSCs approved first, then: • ADSCs/Bonus commitments (least to greatest) • Projected assignment • Commander’s recommendation

16. Overseas Personnel • Short Tour Locations • Eligible to apply for FM waivers • DEROS month MUST BE Jul 14 • No DEROS adjustments under this program • Long Tour Locations • Eligible to apply for waiver of ADSCs and PCS commitment provided member meets all other eligibility criteria

17. Deployed/TDY personnel • Deployed personnel eligible to apply for ADSC waivers • Retirement date NLT 1 Aug 14, so members must return from deployment NLT 1 Jul 14 • No extensions of the mandatory retirement date to accommodate deployment return dates or terminal leave

18. Withdrawal or Change Requests • Reasons include: • “Hardship” uncommon to other AF members • Must not have existed at time application submitted • Each case reviewed on its own merit • Promotion Selection • Must request withdrawal w/in 10 duty days of notification • Submit request via the vMPF • Requests to withdraw an approved separation date to resubmit under this program are NOT authorized

19. Milestones • 17 Dec 13 - PSDM launched to field w/slides • 19 Dec 13 - Eligible names sent to FSS • 23 Dec 13 - Eligible Airmen / Officers received message directing them to myPers • 14 Jan - 26 Mar 14 - Application window • NLT 1 Apr - Airmen notified of approval / disapproval • 1 Aug 14 - Retirement Effective Date

20. FY14 Reduction in Force Board (RIF)

21. RIF Board Eligibility • Captains in 2003 through 2008 year groups; Majors in 1997 through 2007 year groups; LAF-J Majors with a DOR of 1 May 2010 to 30 Sep 2013 • In specified AFSCs and competitive categories • See applicable matrix at FM website (link on summary slide) • Officers with less than 6 yrs TAFCS or 18 yrs or more TAFMS as mandatory separation date are ineligible • On promotion list prior to 16 Jun 14 are ineligible • Less than 1 year TIG as of 31 Jan 15 are ineligible • Approved DOS after 31 Jan 15 remain eligible for RIF

22. RIF Board General Guidance • Mandatory DOS is 31 Jan 15 • Commanders will complete Retention Recommendation Forms (RRFs) on all officers meeting the board • Unearned portions of education assistance funds, special pay or bonuses will not be recouped for officers not retained • If not electing to apply for VSP or TERA, Officers with 6 yrs, but less than 20 yrs TAFMS are authorized full separation pay • Officers are authorized TAP benefits • Refer to PSDM for complete criteria and procedural guidance

23. TERA Eligibility • Officers eligible to meet the RIF Board may apply if they have 15 or more yrs TAFMS as of 31 Jul 14 • TERA application window is 14 Jan to 26 Mar 14 • Mandatory retirement date is 1 Aug 14 • See the Officer TERA PSDM for full details on pay calculation

24. FY14 Voluntary Separation Pay (VSP)

25. VSP Eligibility • Officers more than 6 years and less than 20 years of service and who have served at least 5 years of continuous service immediately prior to 31 Jan 15 • VSP application window is 6 Feb to 1 May 14 • Mandatory separation date is NLT 29 Sep 14; • Exception: Officersreaching 6 plus years minimum requirement between 30 Sep 14 – 31 Jan 15 will be given DOS to match the 6 year and 1 day date • VSP is 1.25X full separation pay rate (see PSDM for full explanation on how pay is calculated) • Requests reviewed periodically throughout application window

26. VSP Exclusions • Notified prior to submission of VSP request of 365-Extended TDY • Already have approved DOS or pending separation or retirement application as of the release of this PSDM • If pending application is disapproved, member may become eligible • Serving in a non-overage Core AFSC as per posted matrices • Not meeting required more than 6 years and less than 20 years TAFMS and minimum 5 years continuous service by DOS • Under appellate review

27. FY14 Officer Enhanced Selective Early Retirement Board (ESERB)

28. Eligibility Criteria to meet ESERB • Eligibility for Lt Cols who: • Competitive Category: BSC • Have been one time non-selected (in the zone) for promotion to Col as of 16 Jun 14 are eligible for the ESERB • Eligibility for certain Majors who: • Are In Competitive Categories: LAF, BSC, MSC and NC • Will have 20 years Total Active Federal Military Service by 30 Nov 14 • If selected by the ESERB, officers will retire on 1 Dec 14 or when first eligible to attain 20 years TAFMS

29. Retirement In Lieu of ESERB • ESERB-eligible officers may submit an application for voluntary retirement NLT 16 May 14 with a retirement date NLT 1 Jan 15 • Application period – 14 Jan 14 – 16 May 14 • May utilize FM waivers in PSDM 13-66 • If approved for retirement on or before 30 May 14, officer will not meet the ESERB • If enough members voluntarily leave, competitive categories may no longer meet the ESERB

30. Waiverable ADSCs

31. Retention Recommendation • Communicate with the board. Examples: • “Just completed AFIT degree in enzyme synthesis …irreplaceable for future AF needs!” • “Vested thousand of dollars in training and resources…obviously too valuable to lose” • “Deliberately sent to advanced degree then operational tour for return to critical faculty position…can’t replace for 5 years!” • Use the RRF to tell the board where the officer stands Highlight stratification, deployments, AAD, developmental education…anything that stands out

32. Matrices

33. Sample Matrix RIF Board ESERB

34. Transition Benefits

35. Transition Assistance Program (TAP) – Legislatively Mandated • Mandated as of 21 Nov 12 for ALL separating members – refer to Airman & Family Readiness Center (A&FRC) • 1. Pre-separation counseling, DD Form 2648 • Members affected by FM should complete ASAP • 2. Transition Goals, Plans, Success (GPS) Workshop • 3. VA Benefits Briefings I & II • 4. Capstone, DD Form 2958 • Virtual curriculum available • Optional curriculum for specific career paths • Accessing Higher Education • Career Technical Training • Entrepreneurship

36. Transition Assistance Benefits • Retirees • Permissive TDY • Up to 20 days CONUS / 30 days OCONUS • Job search / house hunting • Involuntary Separatees (dependent upon SPD code) • 2-year commissary / exchange benefits • 180 days of extended medical care for self and family • Transitional use of Military Family Housing • Unemployment Compensation • NAF hiring preference for self and family members • Permissive TDY • Up to 20 days CONUS / 30 days OCONUS • Job search / house hunting

37. Summary • Air Force Personnel Action Offices: • Matrix, https://myPers.af.mil/app/answers/detail/a_id/25484 • Retirements Application Processing, AFPC/DPSOR Ret & Sep Branch, E-Mail afpc.dpsor.retsepbranch@us.af.mil • Separations Application Processing, AFPC/DPTOT Enlisted Voluntary Separations, E-Mail dps.sepreloc@us.af.mil • Assignment Policy, AFPC/DPAPP, E-Mail afpc.dpapp@us.af.mil • The base POC for this program is the Career Development element within the MPS. • For further questions contact the myPers Total Force Service Center at 1-800-525-0102 or DSN 665-0102, option 4

38. Published PSDMs • PSDM 13-126: ESERB • PSDM 13-128: TERA • PSDM 13-131: Force Shaping Board • PSDM 13-130: RIF • PSDM 14-08: Officer VSP • Based on the needs of the AF, programs may be terminated with little or no notice AFPC POC: AFPC/DPSOR @afpc.dpsor.retsepbranch@us.af.mil

39. Parting Thoughts • Each Airman should: • Know and fully understand the program(s) impacting you • Seek guidance from supervisors, CCs and FSS • Consider all options; discuss with family to make best decision • Start TAP when notified of eligibility….don’t wait for board results • Check records in Personnel Record Display Application (PRDA) and make corrections through your Military Personnel Section (MPS) • PRDA records accessible 24/7 via AF Portal https://www.my.af.mil • Click on AFPC Secure applications then click on PRDA • AF Leaders working hard to minimize impact on Airmen • Utilize Resources • AF Portal https://www.my.af.mil • AFPC myPershttps://mypers.af.mil • Airman & Family Readiness Center and Work/Life Consultants • Transition Assistance Programs • Seek help from your Wingman, leadership and MPS • Don’t be afraid to ask questions…this is your career and future!

40. What’s on your mind?

41. Air Force Personnel Center