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Pay & Personnel News Updates from our Branches

Fiscal Year 2023 Military Workforce Planning Team Results - Investigating Officer Intervention

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ALCOAST 406/23

R 211955Z OCT 22 MID200080385375U
FM COMDT COGARD WASHINGTON DC 
TO ALCOAST  
BT 
UNCLAS 
ALCOAST 406/22 
SSIC 7220 
SUBJ:  FY23 MILITARY WORKFORCE PLANNING TEAM RESULTS - INVESTIGATING 
OFFICER INTERVENTION 
A. Military Bonus and Incentive Programs, COMDTINST M7220.2 
B. 37 U.S.C. - Pay and Allowances of the Uniformed Services
C. COMDT COGARD WASHINGTON DC 251158Z JUL 22/ALCOAST 270/22
1. OVERVIEW: The FY23 Military Workforce Planning Team (MWPT) 
convened in May 2022 to develop and recommend workforce policy 
interventions. This ALCOAST announces the approved FY23 
Investigating Officer (IO) intervention. The MWPT identified 
strategies for specialties and programs deemed to have personnel 
shortages that could negatively influence mission execution. The 
following intervention is necessary to support Coast Guard 
missions to fill critical Investigating Officer assignments.
   a. OFFICER MONETARY INTERVENTION BONUS. This ALCOAST authorizes 
one Critical Skills Retention Bonus (CSRB) offer under Chapter 3 of
REF (A) and Section 355 of REF (B) for eligible active duty officers
with designated critical military skills and is in addition to any
other pay and allowances to which a member is entitled. Bonus
payments after 31 Dec 2022 will be contingent on extension of the
bonus authority in Section 355(h) of REF (B).
   b. The bonus is authorized for eligible active duty officers 
(see paragraph 2 of this ALCOAST) who submit completed Bonus 
Agreements obligating the new active duty service commitment 
(ADSC) during FY23. The ADSC is the number of years a Service 
member agrees to obligate service on the Bonus Agreement.
   c. The bonus offering in this ALCOAST is for FY23 (beginning 01 
Oct 2022) and is anticipated to remain in effect until the 
end of FY23 (30 Sep 2023). Monetary interventions may be 
adjusted or terminated not less than 30 days in advance by 
announcement via ALCOAST.
2. ELIGIBILITY: A $30,000 CSRB is authorized as a special incentive 
pay to retain active duty Investigating Officers (IO) filling 
the essential roles of Senior Investigating Officer (SIO) and 
Chief, Investigations Division assignments, and who agree to 
obligate a three (3) year ADSC in an eligible IO billet. 
Qualified officers must be eligible for AY23 rotation per 
Officer Personnel Management (PSC-OPM-2) shopping list guidance, and 
must agree to be assigned, and subsequently issued orders to, an 
eligible billet. IAW REFs (A) and (B), the bonus applies 
exclusively to fully-qualified active duty officers as follows:
   a. Officers in paygrades O3 and O4 eligible for assignment as an
Investigating Officer in AY23 in the following positions:
      (1) Must be assigned as a Senior Investigating Officer 
(SIO); or
      (2) Must be assigned as a Chief, Investigations Division.
   b. LT/O3s must hold an OAP12 level I or higher Officer Specialty
Code (OSC) at time of receipt of orders.
   c. LCDR/O4s must hold an OAP12 level II or higher Officer 
Specialty Code (OSC) at time of receipt of orders.
   d. General eligibility criteria are:
      (1) Serving in pay grades LT/O3 (not on continuation orders) 
or LCDR/O4 (not in or above zone for CDR/O5);
      (2) Eligible for AY23 rotation per PSC-OPM-2 shopping list 
guidance;
      (3) Agree to accept and execute assignment orders to an 
eligible Investigating Officer position as outlined in 
Paragraph 2.a. of this ALCOAST;
      (4) Have no current obligated active duty service, as 
defined in REF (A) and Paragraph 3.c. of this ALCOAST, 
beyond 30 Sep 2023;
      (5) Current obligated ADSC expires on or before 30 Sep 2023;
      (6) Do not have an existing continuation contract agreement;
      (7) Years of total combined active duty or combined active 
duty service in a reserve component cannot exceed 21 years as of
the effective date of the Bonus Agreement;
      (8) Be fully vaccinated, or have an approved religious 
accommodation or medical exemption from vaccination, 
against COVID-19, in accordance with REF (C). Commanding Officers
must verify vaccination status prior to approving a Bonus Agreement;
and
      (9) Remain qualified under the stipulations of this ALCOAST 
and REF (A).
3. ADMINISTRATION:
   a. BONUS AGREEMENT: The only approved Bonus Agreement to be used 
per this ALCOAST is CG Form 5305I (revised on September 2022 
or later), "Investigating Officer (CG-INV) Bonus Agreement" 
found on the COMDT (CG-612) Directives and Publications, CG 
Authorized Forms Portal site at: 
(Copy and Paste URL Below into Browser)

https://www.dcms.uscg.mil/forms

   b. BONUS AGREEMENT SUBMISSION DATE: For management, assignment 
and oversight purposes, Bonus Agreements must be signed by 
the officer's Commanding Officer no later than 23 Nov 2022 
and submitted to PSC-OPM-2 and Program POC listed below by 30 
Nov 2022. Extension of the application deadline will not 
normally be allowed. Officers with exceptional circumstances 
may request a waiver for submission of their agreements past 
the due date from COMDT (CG-133) through COMDT (CG-INV) and 
PSC-OPM-2.
   c. CURRENT OBLIGATED ACTIVE DUTY SERVICE: Current obligated 
active duty service period is defined in REF (A). NOTE: 
members with obligated service beyond 30 Sep 2023 
specifically for Investigations Industry Training (IIT), and 
who are otherwise eligible or would become eligible during 
FY23 for a bonus authorized by this ALCOAST are authorized to 
receive such bonus, prorated based upon newly obligated service.
   d. EFFECTIVE DATE OF BONUS AGREEMENT: The Bonus Agreement will
be effective the date upon which a Service member is fully 
qualified for the bonus, which includes: having a Commanding 
Officer approved Bonus Agreement; meeting all eligibility 
requirements; having completed any current obligated active 
duty service (unless ADSC is specifically authorized to run 
concurrently with existing current obligated active duty 
service, with proration of the bonus amount); and having 
reported to the assigned Investigating Officer billet. The 
effective date will be whichever qualifying bonus requirement 
occurs the latest during FY23.
4. POLICY: To receive the bonus, Service members must abide by and
continuously maintain the eligibility criteria in REF (A) and 
this ALCOAST for the entirety of the obligated ADSC.
   a. A Service member paid a bonus under this ALCOAST during the 
period of ADSC covered by the signed Bonus Agreement and who 
fails to maintain any eligibility criteria in paragraph 2 of 
this ALCOAST, or is subject to termination of the bonus under 
paragraph 7 of this ALCOAST, is required to repay any 
unearned portion of the bonus under provisions of Section 373 
of REF (B).
   b. If an officer loses qualification, or is no longer qualified
for those assignments in Paragraph 2 of this ALCOAST due to 
any fault of the officer, such officer shall repay any 
unearned portion of the bonus payment as of the date of 
removal from eligibility. Entitlement to this bonus will not 
be restored when loss of qualification was due to personal 
fault and the member later re-qualifies during the original 
ADSC.
   c. Bonus Agreement limits and payment of bonus. The bonus will 
be paid in lump sum and IAW REF (A).
   d. Officers who receive a bonus are expected to serve their full
ADSC in an eligible IO billet. If an officer is transferred 
from the eligible billet prior to completion of their ADSC, 
they must request a follow-on assignment at District (dpi), 
SRNCOE, INCOE, LANT-541, PAC-543, MSC Liaison, or COMDT (CG-INV),
subject to the needs of the Service and issuance of orders by PSC-
OPM-2. Failure to request an eligible follow-on assignment will  
result in termination of the bonus.
5. BONUS APPLICATION PROCEDURES.
   a. Applicant Responsibilities. Review the contents of this 
ALCOAST prior to signing a Bonus Agreement.
      (1) Complete, sign, date and forward the Bonus Agreement and 
supporting documents to the designated command 
representative in a timely manner to ensure review by 
the Commanding Officer by 23 Nov 2022; and
      (2) Keep a copy of the signed agreement for record purposes.
   b. Command Representative Responsibilities. Command 
Representatives must:
      (1) Adhere to the requirements in REF (A). Commands that are
not staffed to effectively conduct the counseling 
session required in REF (A) should coordinate counseling 
with the COMDT (CG-INV); 
      (2) Explain that eligible Investigating Officers with an 
approved date of separation (DOS) must request 
withdrawal of the DOS prior to or upon submission of 
their bonus application. Investigating Officers will not 
receive bonus payments if the DOS withdrawal request is 
disapproved; and
      (3) Submit signed/endorsed agreements to PSC-OPM-2 and 
the Program Manager POC identified below not later than 
30 Nov 2022. 
   c. P&A/SPO Responsibilities to process the bonus contract.
      (1) Adhere to the requirements in REF (A);
      (2) Ensure the Bonus Agreement has been properly completed, 
and that the member has reported to the assigned 
Investigating Officer billet;
      (3) Ensure the applicant and his/her Commanding Officer 
sign, initial and date the Bonus Agreement as 
appropriate. Incomplete forms cannot be processed by 
PPC-MAS delaying bonus payment; and
      (4) Distribute the Bonus Agreement IAW Chapter 3 of REF (A)
within five working days of the effective date of the 
Bonus Agreement, as defined in Paragraph 3.d. of this 
ALCOAST.
   d. Eligible members in TDY or PCS Status: There will be some 
instances when eligible members may not be available for 
bonus counseling due to TDY or PCS. The length of the absence 
should determine the action.
      (1) TDY: If the expected TDY length will prevent completion
of the agreement by 23 Nov 2022, then the designated command
representative should counsel the Service member by whatever means
available, and forward the Bonus Agreement and a copy of this
ALCOAST to the deployed supervisor of the applicant so he/she can
document bonus acceptance/declination. The agreement should be
signed by the applicant and witnessed by the deployed supervisor
and then returned to the permanent duty station for Commanding
Officer approval or disapproval and distribution.
      (2) PCS: Departing commands should make every effort to 
contact eligible members if they have not left the immediate area
and provide the necessary counseling. If the member has departed
and was not counseled, notify the receiving command of the
departing command's recommendation for approval or disapproval.
The receiving designated command representative will complete the
counseling process and the receiving Commanding Officer will
normally approve or disapprove the Bonus Agreement based on the
previous Commanding Officer recommendation. The receiving command
is responsible for distributing the Bonus Agreement per REF (A).
6. DISAPPROVING BONUS AGREEMENTS.
   a. Commanding Officers must submit notification of
disapprovals to PSC-OPM-2 and the Program Manager listed below. 
Commanding Officers shall disapprove Bonus Agreements for 
officers who are subject to the conditions in Chapter 3.D.3 
of REF (A) or are not fully vaccinated, and do not have an 
approved religious accommodation or medical exemption from 
vaccination against COVID-19.
   b. If any of the above listed conditions change before the Bonus
Agreement submission date in Paragraph 3.b above, the member may
reapply for the bonus within the stated time limits of this ALCOAST.
7. TERMINATION AND SUSPENSION OF BONUS.
   a. The bonus payments must terminate when an Investigating 
Officer: 
      (1) Fails to achieve and maintain required qualifications 
for the entirety of the assignment;
      (2) Is disqualified for Investigating Officer service;
      (3) Receives a Mark of three (3) or lower on any OER metric
or receives less than a "Promote" rating on an OER 
during the timeline of the Bonus Agreement;
      (4) For any additional reason as listed in REF (A).
   b. A bonus paid to a member who had an approved religious 
accommodation or medical exemption to the COVID-19 
vaccination mandate is subject to repayment where that member 
fails to become fully vaccinated within two months after the 
expiration of the religious accommodation or medical exemption.
8. This message will be canceled on 01 OCT 2023.
9. Questions regarding the Investigating Officer program should be
addressed to the Program Manager: CDR A. L. Fahrig at 
Amanda.L.Fahrig@uscg.mil.
10. Questions regarding the assignment process should be directed 
to PSC-OPM-2; the Assignment Officers: LCDR C. M. Plummer at 
Corinne.M.Plummer@uscg.mil or LCDR J. S. Gamble at 
Jacob.S.Gamble@uscg.mil. 
11. Questions from individuals concerning the execution of this
policy should be addressed to their designated command
representatives. Questions from designated command 
representatives for policies regarding bonuses or other human 
resource management matters may be directed to Office of 
Military Personnel (CG-133) at: HQSPolicyandStandards@uscg.mil.
12. RADM B. K. Penoyer, Assistant Commandant for Human Resources
(CG-1), sends.
13. Internet release is authorized.

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