Are you a potential candidate for a selection or retention board or are you considering applying to a panel?  If so, you need to review and update your record!  All board and panel decisions are based on matters of record.  If it’s not in your record, the board or panel will not be able to consider it.  Below are some recommendations from RPM to ensure your record accurately reflects your career development, accomplishments, and education in order to put your best foot forward in the boardroom.

1. Employee Summary Sheet (ESS)

• INFO: In CGBI, go to the “Personal” tab at the top, select the “Skills” tab, and then click on “Summary Sheet.” Your education, TMT information, Direct Access courses, other training, competencies, Officer Specialty Codes, medals, awards, certifications and licenses should be listed here.
• UPDATES: Coordinate with your Personnel and Administration (P&A) office to make updates in accordance with the current Officer Specialty Management System.

2. Transcripts and Education

• INFO: ACN050/19 announced changes in the procedures for entering degree information in Direct Access.
• : All official transcripts must include your name, major/minor, level of degree (e.g. BA, MA, JD), and date of degree completion. Transcripts must be transmitted securely directly from the degree-granting institution to ETQC via: ETQC-SMB-RO@uscg.mil or sent in a sealed envelope to:

Commanding Officer
Education Training and Quota Command
ATTN: Registrar Services 
300 East Main Street Suite 1201 
Norfolk, VA 23510

If your degree granting-institution uses as its third-party e-transcript delivery service, please send transcripts to the “U.S. Coast Guard” Parchment account.

3. Record of Professional Development (CG-4082)

• INFO: When submitting a new CG-4082, any previous CG-4082s will be removed from your record.  Ensure that you list relevant older information on the new CG-4082 to provide one consolidated document.  Guidance on what is authorized to be documented in a CG-4082 can be found in Chapter 4.c of the Performance, Training, and Education Manual, COMDTINST M1500.10 (series).
• UPDATES: Submit the completed form via your P&A office to the Personnel Service Center Records Branch (MR) at HQS-SMB-CGPSC-BOPS-MR-SPOSupport@uscg.mil.  Expedited entry requests should have the subject “Urgent Board Entry.” 

4. EI-PDR (Electronically-Imaged Personnel Data Record)

• INFO: Review your EI-PDR and compare it to your ESS to ensure all the documentation matches and reflects in your record. This should be done at least one year in advance of the board or panel convening date. To request a copy of your EI-PDR, send a digitally signed email request to: MR_CustomerService@uscg.mil. It normally takes about three business days for a technician to provide you with a copy. The process may take longer as board and panel season approaches, so act early.
• UPDATES: Documents should be submitted to your P&A office for submission to the PSC Records Branch (MR) at HQS-SMB-CGPSC-BOPS-MR-SPOSupport@uscg.mil. Expedited entry requests should have the subject “Urgent Board Entry.” 

5. Officer Evaluation Report

• INFO: All OERs should arrive at PSC no later than 45 days after the end of period date to provide ample opportunity for review, correction (when required), validation, and entry into an officer’s official record.
• UPDATES:  Send IDPL OER submissions to RPM-1 at HQS-SMB-CGPSC-RPM-OER@uscg.mil. If on extended active duty (EAD), send OER submissions to OPM-3 at HQS-SMB-PSC-OPM-OER@uscg.mil. OERs for board or panel candidates should be marked “Urgent: Board/Panel Candidate.” Include the reported-on-officer’s last name and be specific as to which board or panel in the subject line to ensure priority review.

6. Reserve Point Statements

• INFO: In Direct Access, go to “Employee,” then “View My Reserve Points Statement.” Ensure that there are no breaks in service (if applicable) and that all dates are correct, including your anniversary date. This is also vital for retirement and early retirement (RET-1).
• UPDATES: Coordinate with your P&A office to make any corrections via a PPC help ticket.

7. Communications to Boards and Panels

• INFO: Individuals appearing before a board or panel may communicate directly with board membership via a letter of communication to the board.  Communication must only address matters of the officer’s record.  Section 3.A.4.f of Officer Accessions, Evaluations, Promotions, COMDTINST M1000.3 (series) provides further detail.  Portions of communication that are outside of policy will be redacted by the RPM or OPM staff prior to presentation to the board.  The communication must be in standard Coast Guard memorandum format, addressed to the president of the specific board. 
• UPDATES: Submit the signed letter of communication via email to  HQS-SMB-CGPSC-RPM-BoardsPanels@uscg.mil. 

The list above is a general list of recommendations. Ultimately, we adhere to the latest applicable policy, messages, guidance and directives; refer to those as you update your record.

• CWO Appointment Direct Access Guide
• Post Graduate Education Direct Access Guide
• PY22 Reserve Component Manager (RCM) Application Narrative Template

• PY22 Reserve Officer Corps Management Plan (ROCMP)
• PSCNOTE 1401 PY20 Schedule of Officer Personnel Boards and Panels
• PSCNOTE 1401 PY19 Schedule of Active Duty Promotion List (ADPL) and Inactive Duty Promotion List (IDPL) Officer Personnel Boards and Panels
• PY20 Commandant's Guidance to Boards and Panels
• Precepts and other documents can be found on the boards and panels portal page (CAC required)

Interested Reserve Officers and Active Duty Officers, LT and above, may request to serve on Reserve Boards or Panels by emailing the below information. We invite applicants for the Promotion Year months in advance but we do maintain a running list of applicants to meet last minute vacancies. Please utilize the information below to submit your request via email.  

• Name
• Rank
• EMPLID
• Date of Rank for current pay grade
• Civilian e-mail address, if applicable
• Daytime Phone number
• Current Unit
• Previous Board Experience, if any
• Identify Unit Location or Residency where travel would be calculated to/from
• Identify and dates or schedule conflicts, if known or expected

• 2021 Register of Officers