Oct. 21, 2022 —
R 211955Z OCT 22 MID200080385375U
FM COMDT COGARD WASHINGTON DC
SUBJ: FY23 MILITARY WORKFORCE PLANNING TEAM RESULTS - INVESTIGATING
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
(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
(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;
(9) Remain qualified under the stipulations of this ALCOAST
and REF (A).
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)
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
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
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
(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
(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
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
(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
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
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
13. Internet release is authorized.