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Friday, April 7, 2017

AR 1-202 ARMY CONGRESSIONAL FELLOWSHIP PROGRAM

https://armypubs.army.mil/epubs/DR_pubs/DR_a/pdf/web/ARN2791_AR1-202_Web_FINAL.pdf

UNCLASSIFIED
Army Regulation 1–202
Administration
Army
Congressional
Fellowship
Program
Headquarters
Department of the Army
Washington, DC
7 April 2017
SUMMARY of CHANGE
AR 1–202
Army Congressional Fellowship Program
This major revision, dated 7 April 2017—
o Requires the Chief of Legislative Liaison, in consultation with the Office of the Secretary of Defense and the Joint
Staff, to identify potential utilization tours in combatant commands and defense agencies (para 2–2b).
o Revises eligibility and military education requirements for the fellowship to include captains and majors (paras 3–
1b(1) and 3–1c).
o Expands eligibility for congressional fellowships to senior noncommissioned officers (para 3–1b(1)).
o Changes civilian eligibility from General Schedule-13 through General Schedule-15 or equivalent levels to General
Schedule-11 through General Schedule-14 or equivalent levels (para 3–1b(2)).
o Expands the National Guard status and requirements for officers selected for the Army Congressional Fellowship
Program requirements (paras 3–1b(1)(c) and 3–1c).
o Updates the fellowship timeline to integrate a master’s degree in Legislative Affairs Program (para 3–3b).
*This publication supersedes AR 1-202, dated 26 May 2000.
AR 1–202 • 7 April 2017
UNCLASSIFIED i
Headquarters
Department of the Army
Washington, DC
*Army Regulation 1–202
7 April 2017 Effective 7 May 2017
Administration
Army Congressional Fellowship Program
History. This publication is a major re-
vision.
Summary. This regulation contains
policy, guidance, and procedures for legis-
lative and congressional activities for the
Army Congressional Fellowship Program.
Applicability. This regulation applies
to members of the Regular Army, the Army
National Guard/Army National Guard of
the United States, and the U.S. Army Re-
serve unless otherwise stated. It also applies
to civilian employees of the Department of
the Army, to include employees of non-ap-
propriated fund instrumentalities. During
mobilization, chapters and policies con-
tained in this regulation may be modified by
the proponent.
Proponent and exception authority.
The proponent of this regulation is the
Chief of Legislative Liaison. The proponent
has the authority to approve exceptions or
waivers to this regulation that are consistent
with controlling law and regulations. The
proponent may delegate this approval au-
thority, in writing, to a division chief within
the proponent agency or its direct reporting
unit or field operating agency, in the grade
of colonel or the civilian equivalent. Activ-
ities may request a waiver to this regulation
by providing justification that includes a
full analysis of the expected benefits and
must include formal review by the activ-
ity’s senior legal officer. All waiver re-
quests will be endorsed by the commander
or senior leader of the requesting activity
and forwarded through their higher head-
quarters to the policy proponent. Refer to
AR 25–30 for specific guidance.
Army internal control process. This
regulation contains internal control provi-
sions and provides an internal control eval-
uation for use in evaluating key internal
controls (see appendix B).
Supplementation. Supplementation
of this regulation is prohibited without prior
approval from Headquarters, Department of
the Army, Office of the Chief of Legislative
Liaison, Washington, DC 20310–1600.
Suggested improvements. Users
are invited to send comments and suggested
improvements on DA Form 2028 (Recom-
mended Changes to Publications and Blank
Forms) directly to Headquarters, Depart-
ment of the Army, Office of the Chief of
Legislative Liaison, 1600 Army Pentagon,
Room 1E416, Washington, DC 20310–
1600.
Committee continuance approval.
AR 15–1 requires the proponent to justify
establishing/continuing committee(s), co-
ordinate draft publications, and coordinate
changes in committee status with the Office
of the Administrative Assistant to the Sec-
retary of the Army, Department of the
Army Committee Management Office
(AARP–ZA), 9301 Chapek Road, Building
1458, Fort Belvoir, VA 22060–5527. Fur-
ther, if it is determined that an established
“group” identified within this regulation,
later takes on the characteristics of a com-
mittee, as found in the AR 15–1, then the
proponent will follow all AR 15–1 require-
ments for establishing and continuing the
group as a committee.
Distribution. This publication is avail-
able in electronic media only and is in-
tended for command levels B, C, D, and E
for the Regular Army, the Army National
Guard/Army National Guard of the United
States, and the U.S. Army Reserve.
Contents (Listed by paragraph and page number)
Chapter 1
Introduction, page 1
Purpose • 1–1, page 1
References • 1–2, page 1
Explanation of abbreviations and terms • 1–3, page 1
Responsibilities • 1–4, page 1
Statutory authority • 1–5, page 1
Chapter 2
Responsibilities, page 1
Contents—Continued
ii AR 1–202 • 7 April 2017
Assistant Secretary of the Army (Manpower and Reserve Affairs) • 2–1, page 1
Chief of Legislative Liaison • 2–2, page 1
Director of the Army Staff • 2–3, page 2
Deputy Chief of Staff, G–1 • 2–4, page 2
Deputy Chief of Staff, G–3/5/7 • 2–5, page 2
Chief, Army Reserve • 2–6, page 2
Director, Army National Guard • 2–7, page 2
Chapter 3
Army Congressional Fellowship Program Selection, page 3
Eligibility criteria • 3–1, page 3
Army Congressional Fellowship Selection Board process • 3–2, page 4
Fellowship timeline • 3–3, page 5
Army Congressional Fellowship Program reports • 3–4, page 6
Chapter 4
Army Congressional Fellowship Program Fellowship Sponsors, page 6
Fellowship sponsor criteria • 4–1, page 6
Approval process for fellowship sponsors • 4–2, page 7
Chapter 5
Army Congressional Detail Assignments and Tracking, page 7
Policy • 5–1, page 7
Detail request processing • 5–2, page 7
Tracking participants • 5–3, page 8
Appendixes
A. References, page 9
B. Internal Control Evaluation, page 11
Glossary
AR 1–202 • 7 April 2017 1
Chapter 1
Introduction
1–1. Purpose
The purpose of this program is threefold. First, it provides outstanding commissioned officers, noncommissioned officers
(NCOs), and Department of the Army Civilians (DACs) with firsthand experience and understanding of the strategic rela-
tionships between the Army and Congress. Second, the program exposes Congressional members and staff to the outstand-
ing quality of the Army’s commissioned officers, NCOs, and DACs to allow them to learn about the Army as an institution
through contact with Army personnel working in their office. Third, the program develops individuals for possible future
selection as congressional liaison personnel.
1–2. References
See appendix A.
1–3. Explanation of abbreviations and terms
See glossary.
1–4. Responsibilities
Responsibilities are listed in chapter 2.
1–5. Statutory authority
Department of Defense Instruction (DODI) 1322.06 contains information on the Army Congressional Fellowship Program
(ACFP) and the roles and responsibilities of the Under Secretary of Defense (Personnel and Readiness) (USD (P&R)) and
the Assistant Secretary of Defense (Legislative Affairs) (ASD (LA)).
Chapter 2
Responsibilities
2–1. Assistant Secretary of the Army (Manpower and Reserve Affairs)
ASA (M&RA) has Army oversight responsibility and approval authority for ACFP fellows, fellowships, sponsors, details,
and detailees. Oversight responsibilities for ensuring overall compliance with the DOD intent of the program include:
a. Conducting an annual review to ensure compliance with DODI 1322.06 and submitting final results of this review
to USD (P&R) no later than 31 January each year.
b. Preparing quarterly reports, as needed, on congressional fellows who, as of the date of such report, have served
continuously in the legislative branch for more than 12 consecutive months in one or a combination of covered legislative
details or fellowships, in accordance with Public Law 109–364.
c. Preparing, as needed, a report on any member of the U.S. Army assigned to a legislative detail or fellowship as the
last tour of duty before retirement or separation from the Armed Forces. The report will include a rationale for the waiver
of the DOD regulations in order to permit the detail or Fellowship, in accordance with Public Law 109–364.
2–2. Chief of Legislative Liaison
The CLL will—
a. Recommend to ASA (M&RA) those positions on the Army staff, direct reporting units (DRUs), Office of the Sec-
retary of Defense (OSD), and the Joint Staff requiring legislative branch experience.
b. Coordinate with ASD (LA) and the Joint Staff to identify positions at defense agencies and combatant commands
which may require officers with legislative branch experience.
c. Recommend changes to the number of ACFP fellows, to include needed specialties and branches, required each year.
d. Advise the U.S. Army Human Resources Command (USAHRC) on the timing of, and specific needs of, the program
for the annual Army Congressional Fellowship Selection Board.
e. Provide central oversight and guidance to military and DAC ACFP fellows during all phases of the fellowship.
f. Coordinate with appropriate agencies to conduct Headquarters, Department of the Army (HQDA) orientation and
training for fellows prior to placement in congressional offices.
g. Coordinate with ASD (LA) for placement of fellows in approved congressional offices.
2 AR 1–202 • 7 April 2017
h. Coordinate with the appropriate agencies to monitor and ensure proper utilization of former military fellows in po-
sitions identified in paragraphs 2–2a and 2–2b.
i. Process requests for new ACFP fellowship sponsors.
j. Request funding in the Army Budget and Program Objective Memorandum for Advanced Civil Schooling to allow
congressional fellows to pursue a master’s degree in legislative affairs.
k. Periodically reviews the fellows’ duties to ensure compliance with this regulation and DODI 1322.06.
l. Recommend waivers or deferments of utilization tours to Commander, USAHRC. Deferments and waivers are lim-
ited to centrally selected positions and for the good of the Army.
2–3. Director of the Army Staff
DAS has Army staff oversight responsibility for the ACFP.
2–4. Deputy Chief of Staff, G–1
a. The DCS, G–1 will—
(1) Solicit applicants through the use of worldwide messages and training catalogs.
(2) Approve applicants to compete for ACFP fellowships through the use of a screening process to ensure that the
requirements of paragraph 3–1 are met.
(3) Forward endorsed applications, with the appropriate personnel records, to the Army Congressional Fellowship Se-
lection Board (ACFSB).
(4) Provide career management and guidance to ACFP applicants and fellows.
(5) Provide funds to compensate ACFP sponsors.
(6) Facilitate follow-on utilization assignments.
b. The Commanding General (CG), USAHRC will—
(1) Conduct annual, centralized, multi-panel, and/or component ACFSBs to select the best-qualified eligible candidates
for ACFP fellowship from the Regular Army, the Army National Guard (ARNG), the U.S Army Reserve (USAR), and
DACs. (See para 3–2.)
(2) Maintain a single database of all ACFP fellows and congressional detailees and make those personnel who have not
done so available to complete their 2-year utilization tour.
(3) Coordinate payment of the master’s degree education to the civilian institution.
2–5. Deputy Chief of Staff, G–3/5/7
The DCS, G–3/5/7 will—
a. Solicit applicants through the use of worldwide messages and training catalogs.
b. Approve applicants to compete for ACFP fellowships through the use of a screening process to ensure that the re-
quirements of paragraph 3–1 are met.
c. Forward endorsed applications, with the appropriate personnel records, to the ACFSB.
d. Provide career management and guidance to ACFP applicants and fellows.
e. Provide funds to compensate ACFP sponsors.
f. Facilitate follow-on utilization assignments.
g. Allocate the number of master’s degrees in legislative affairs the Army will resource between the Active Component
(AC), RC, and Army Civilian work force.
2–6. Chief, Army Reserve
The CAR will—
a. Solicit applicants through the use of worldwide messages and training catalogs.
b. Approve applicants to compete for ACFP fellowships through the use of a screening process to ensure that the re-
quirements of paragraph 3–1 are met.
c. Forward endorsed applications, with the appropriate personnel records, to the ACFSB.
d. Provide career management and guidance to ACFP applicants and fellows.
e. Provide funds to compensate ACFP sponsors.
f. Facilitate follow-on utilization assignments.
2–7. Director, Army National Guard
The DARNG will—
a. Solicit applicants through the use of worldwide messages and training catalogs.
AR 1–202 • 7 April 2017 3
b. Approve applicants to compete for ACFP fellowships through the use of a screening process to ensure that the re-
quirements of paragraph 3–1 are met.
c. Forward endorsed applications, with the appropriate personnel records, to the ACFSB.
d. Provide career management and guidance to ACFP applicants and fellows.
e. Provide funds to compensate ACFP sponsors.
f. Facilitate follow-on utilization assignments.
g. Allocate the number of master’s degrees in legislative affairs the Army will resource between the AC, RC, and Army
Civilian work force.
Chapter 3
Army Congressional Fellowship Program Selection
3–1. Eligibility criteria
a. Specific eligibility. Eligible recipients must meet specific eligibility criteria established annually in a USAHRC mil-
itary personnel (MILPER) message and DCS, G–3/5/7, Civilian Training and Leader Development Division’s training
announcement. In general, the following eligibility criteria apply:
b. Rank/grade.
(1) Military.
(a) Regular Army. Commissioned officers will be in the grade of O–3 (captain) or O–4 (major) with at least 6 years of
active Federal commissioned service as of the date of application. NCOs will be in the grade of E–9 (sergeant major) with
at least 6 years remaining until their retention control point or mandatory retirement date as of the date of application.
(b) Army Reserve. Commissioned officers will be in the grade of O–3 (captain) or O–4 (major) and currently serving
in the selected reserve. Officers selected for the fellowship but not in an Active Guard Reserve (AGR) status will be
accessed into the AGR Program for a minimum of 4 years. NCOs will be in the grade of E–9 (sergeant major).
(c) National Guard. Commissioned officers will be in the grade of O–3 (captain) or O–4 (major) and currently serving
in the ARNG. Officers selected for the fellowship but not in an AGR status will be placed in a one-time-occasional-tour
(OTOT) status for the duration of the program. NCOs will be in the grade of E–9 (sergeant major). Title 32 AGR and M-
Day applicants must have a signed The Adjutant General (TAG) release letter to apply for the program.
(2) Civilians. DAC employees (general schedule (GS)-11 through GS–14 or equivalent levels) must have a minimum
of 3 consecutive years of service under one or more permanent civilian positions.
c. Education.
(1) Military education.
(a) Regular Army. Commissioned officers will be Captain Career Course graduates. NCOs must be graduates of the
United States Army Sergeants Major Academy or an equivalent sister service academy.
(b) Army Reserve. Captains must have completed the Captain Career Course. Majors are recommended to have com-
pleted intermediate level education (ILE) prior to reporting for the fellowship.
(c) National Guard. Captains must have completed the Captain Career Course. Majors are recommended to have com-
pleted ILE prior to reporting for the fellowship.
(2) Civilian education. All applicants (military and civilian) must have a minimum of a baccalaureate degree from an
accredited educational institution. Applicants may have post-baccalaureate education, but may not have a post-baccalau-
reate degree in legislative affairs or any other similar discipline.
(3) Applicants. All applicants for the ACFP must show strong academic performance and aptitude to successfully com-
plete a graduate-level degree.
d. Other qualifications.
(1) Previous duty positions. Commissioned officer applicants must have successfully completed company, troop, or
battery command, or equivalent captain-level key developmental (KD) position for their branch or functional area in ac-
cordance with Department of the Army Pamphlet (DA Pam) 600–3.
(2) Civilian Education System (CES) training. DACs must have completed CES training or received course credit doc-
umentation via the Civilian Human Resource Training Automation System (CHRTAS) as follows: CES Advanced Course
for grades GS–13 and above, or the CES Intermediate Course for grades GS–12 and below or equivalent levels.
(3) Strong interpersonal communication and written communication skills are critical to performance as a fellow. Fel-
lows must be adaptable to diverse work environments.
(4) Physical fitness and appearance. Military congressional fellows must be physically fit and present a neat, profes-
sional military appearance.
e. Service obligation.
4 AR 1–202 • 7 April 2017
(1) Military personnel selected for the fellowship will incur two active-duty service obligations (ADSOs) that will be
served concurrently upon completion of service in a congressional office. Pursuant to Title 10 United States Code Section
2005 (10 USC 2005) and AR 350–100, military personnel will incur an ADSO equal to three times the length of advanced
civilian schooling, computed in days. Pursuant to 10 U.S.C. 2603 and AR 350–100, military personnel who accept a fel-
lowship will incur an ADSO equal to three times the length of the education or training, computed in days.
(2) Pursuant to 5 USC 4108(a) and 5 Code of Federal Regulations (CFR) 410.309(b)(2), prior to beginning the fellow-
ship, civilian employees selected for the fellowship must sign an agreement to continue to serve in DOD for a period equal
to at least three times the length of the program, upon completion of the fellowship.
f. Utilization.
(1) Military personnel must agree to serve in a position utilizing experience gained during the congressional fellowship
for at least 2 years immediately following the fellowship.
(a) All or part of the 2-year utilization may be deferred or waived only with approval from the CLL or Commander,
USAHRC based on the best interests of the Army (for example, selection for central command selection or equivalent).
The Army Reserve and National Guard will determine deferments and waivers for their assigned personnel.
(b) ACFP is a credentialing course in lieu of the Command and General Staff Officer Course (CGSOC) Advanced
Operations Course (AOC). In order to receive credit for CGSOC–AOC, military education level 4, and joint professional
military education phase 1, officers must—
1. Complete all ACFP requirements and CGSOC Common Core.
2. Be in the zone for attendance or selection for attendance at ILE in order to be considered for CGSOC–AOC credit.
This is defined as all officers who would be eligible for double below-the-zone consideration for promotion to major and
officers who are majors. Officers will be identified by their respective human resources command for inclusion in ILE-
broadening opportunities.
(2) DACs remain assigned to their parent organization throughout their time in the fellowship program. Upon comple-
tion of the fellowship, DACs will return to their parent organization.
g. Restrictions. Numerous restrictions are placed on Army military and civilian personnel regarding partisan political
activities. Eligible candidates must agree to comply with DODI 1322.06. Fellows must also be familiar with congressional
staff ethics rules and guidelines.
3–2. Army Congressional Fellowship Selection Board process
a. Solicitation of nominations. The DCS, G–1; the CAR; the DARNG; and DCS, G–3/5/7 solicit qualified applicants
through appropriate personnel channels in sufficient time to bring screened records before the ACFSB.
b. Application procedures. Military members should consult the annual MILPER message. Civilians should consult
the Army Civilian Training Catalog.
c. Application packet contents. Applicants will include the following with their application packets:
(1) Statement of purpose, for military.
(2) Statement of interest, for civilians.
(3) Civilian resume.
(4) All post-secondary education transcripts.
(5) Current DA Form 705 (Army Physical Fitness Test Scorecard), for military applicants.
d. Screening.
(1) Regular Army. The Commander, USAHRC will screen military applications to ensure that eligibility criteria set
forth in paragraph 3–1 of this publication are met. The Commander, USAHRC, is the final approving authority for Regular
Army ACFP nominations. Applicant files will be forwarded to the board only after the appropriate career assignment
manager determines that the officer or NCO can complete the full length of the program, including utilization, without
adversely affecting the applicant’s career timeline.
(2) Army Reserve and National Guard. The CAR and the DARNG will screen USAR and ARNG applications to ensure
that eligibility criteria set forth in paragraph 3–1 of this publication are met. The CAR and DARNG will endorse applica-
tions meeting the above criteria and forward them under a cover memorandum, to Commander, USAHRC, 1600 Spearhead
Division Avenue (AHRC–OPL), Fort Knox, KY.
(3) Civilian employees. Nominating supervisors, commands, and DCS, G–3/5/7 are responsible for ensuring civilian
applicants meet the criteria set forth in paragraph 3–1. The DCS, G–3/5/7 will endorse applications of civilians meeting
the above criteria and forward them under a cover memorandum to Commander, USAHRC, Fort Knox, KY. The DCS,
G–3/5/7 is the final approving authority for civilian nominations.
e. Board procedures.
(1) The ACFSB will convene annually at USAHRC.
(2) The Commander, USAHRC will issue a memorandum of instruction no later than 2 months prior to the ACFSB.
AR 1–202 • 7 April 2017 5
(3) The Selection Board will consist of five panels, one each for Regular Army officers, ARNG officers, USAR officers,
NCOs, and civilians. The military panels will consist of at least three military personnel of equal or higher grade than the
applicants. The civilian panel will consist of the Chief, Civilian Training and Leader Development Division and at least
two GS-14s or GS-15s. Additionally, at least two members from the Office of the Chief, Legislative Liaison (OCLL) will
sit on each panel and one member from the Assistant Secretary of the Army (Financial Management and Comptroller)
(ASA (FM&C)).
(4) The Commander, USAHRC will submit board selection results to the CLL. The CLL will vet each candidate and
make the final selection of fellows based on Army requirements and candidate interviews before forwarding the final list
through the DAS to ASA (M&RA).
(5) The ASA (M&RA), after endorsing the list of Army congressional fellows, will forward the list to the USD (P&R)
for final approval.
(6) The ASA (M&RA) will provide the list of OSD-approved applicants through the DAS and the CLL to the Com-
mander, USAHRC; the CAR; the DARNG; and the DCS, G–3/5/7 for notification and production of orders.
(7) Each personnel management organization must notify all their applicants of the results of the Selection Board (in-
cluding those selected and those not selected).
(8) OCLL will forward the list of OSD-approved applications and contact information to the ACFP sponsor(s), who
will then initiate contact with the fellows and provide instructions for admission to the program.
(9) A criminal history, Inspector General, and Equal Opportunity/Equal Employment Opportunity background check
of all selectees will be conducted prior to final notification announcements.
f. Acceptance.
(1) Fellows must agree, in writing, to the ADSO (military) or continued service (civilians) before starting the fellow-
ship. (See para 3–1e.)
(2) All fellows must acknowledge in writing their understanding of, and their commitment to complying with, the ethics
requirements of DODI 1322.06 and other DOD and Army regulations governing participation in partisan political activi-
ties.
(3) All fellows must be admitted to the civilian institution hosting the ACFP graduate degree in order to participate in
the fellowship program.
3–3. Fellowship timeline
a. Phase I: Academics.
(1) Selected military fellows will conduct a permanent change of station move to the National Capital Region in ac-
cordance with assignment instructions, generally by 1 May of the year prior to assignment to a congressional office. Fel-
lows will be assigned to the U.S. Army Student Detachment, Fort Jackson, SC, and attached to HQDA for the duration of
the fellowship. In-processing is conducted online at http://www.jackson.army.mil/. USAR and ARNG personnel will con-
duct in-processing with their respective component.
(2) Selected civilian fellows will be in a temporary duty status for the duration of the training period. Command activ-
ities are responsible for associated travel and per-diem costs. HQDA central training funds may be used to fund travel and
per-diem with the approval of the respective functional chief representative.
b. Master’s degree. Following acceptance into the sponsor’s program, fellows will pursue a master’s degree in legis-
lative affairs through an intensive and rigorous course at a National Capital Region area university. Fellows will continue
taking classes in the evening while serving in a congressional office. Concurrent with advanced civil schooling in phase I,
fellows will receive in-depth orientation of HQDA roles. This orientation enables the fellows to achieve the following:
(1) Understand the professional and ethical roles and responsibilities of ACFP fellows.
(2) Understand how HQDA operates to develop and implement Army policy.
(3) Understand the Army's position on a wide range of issues of interest to Congress.
(4) Develop a theoretical and practical understanding of the legislative policy process.
(5) Understand all restrictions in seeking an assignment to and working for a Member of Congress or a congressional
committee, including guidance encompassing standards of conduct and prohibition to engage in campaigns, fund-raising,
political party activities, and lobbying.
c. Phase II: Capitol Hill fellowship. CLL will coordinate with ASD (LA) to slate fellows in congressional committees
or offices.
(1) When developing the slate, the CLL will consider the following:
(a) OSD allocations.
(b) Match of the fellow’s skills to the Member’s committee assignments and congressional district and/or state.
(c) Needs of the Army.
(d) Fellows with pre-existing relationships with Members of Congress.
6 AR 1–202 • 7 April 2017
(2) Legislative duties within a Member’s office are at the discretion of the Member and staff. Most fellows will be
assigned to Members of the defense oversight committees or committee staff. However, fellows will gain substantial and
useful knowledge of the legislative process regardless of the legislative portfolio to which they are assigned.
(3) General duties while serving in a Member’s office include:
(a) Providing general military and veterans’ experience to the office.
(b) Researching and analyzing legislative proposals and advising the staff on courses of action.
(c) Preparing the Member for meetings, hearings, and other functions.
(d) Assisting the staff and the Member in long-term legislative planning.
(e) Responding to constituent inquiries.
(f) Assisting in the development of strategic communications for the Member.
(g) Event planning and speech writing.
(4) Fellows are expected to fully and professionally support the Member’s goals and direction, regardless of their per-
sonal political views, while also adhering to DOD and Army regulations covering political activity and ethics. (See DOD
5500.7–R, Joint Ethics Regulation.)
(5) During the fellowship, fellows will attend periodic seminars designed to facilitate feedback, enhance the fellows'
knowledge of Congress, and to receive updates on Army and DOD priorities.
(6) OCLL House Liaison Division and Senate Liaison Division chiefs will serve as the fellows’ military mentor. In this
capacity they will maintain contact with and provide general information to fellows while they are serving on Capitol Hill.
However, the fellow is not expected to and should not appear to provide the Army with private or privileged information
from the Member’s office.
(7) Military fellows will maintain the Army values, appearance, and fitness standards. All fellows will represent the
Army in a positive light.
(8) The duty uniform is typically civilian business attire, in accordance with office policy. For military fellows, the
Army personal grooming standards remain in effect.
(9) Commissioned officers are not eligible for a civilian clothing allowance and should budget for purchase of sufficient
business attire.
(10) Specific laws, DOD, and Service regulations govern service member participation in partisan political activity.
There are also specific congressional restrictions on a member’s legislative office and staff use in campaign work. Fellows
must be aware of and comply with these laws, rules, and guidelines.
(11) Military and civilian fellows will receive an annual evaluation report for the 12 rated months in the Member’s
office. The Member of Congress serves as rater and senior rater for officers, NCOs, and civilians.
d. Phase III: Utilization.
(1) Military fellows will make a permanent change of station move to start a 2-year utilization tour in January of the
year following completion of 12 months of service in a congressional office.
(2) For active duty officers and NCOs, the priority for utilization tour assignments will be in OCLL, the ASA (FM&C),
Budget Liaison, the Army staff, the OSD, or the Joint Staff.
(3) Personnel may also be assigned to legislative liaison duties for Army DRUs, combatant commands, DOD agencies,
or other operational headquarters as required.
(4) The Office of the Chief, Army Reserve (OCAR) and DARNG will assign USAR and ARNG officers to utilization
tours. The CLL will assign those reserve component fellows not returning to OCAR or ARNG after consultation with
OCAR and ARNG.
(5) The CLL may approve deferment or waiver of all or part of the utilization tour for exceptional circumstances that
include selection for battalion command, attendance at a Department of the Army centralized selection list school or as-
signment, or the best interest of the service or the service member.
3–4. Army Congressional Fellowship Program reports
To satisfy the requirements of DODI 1322.06, an annual report must be prepared by the CLL, endorsed by the DAS, and
forwarded by the ASA (M&RA) to the Office of the USD (P&R).
Chapter 4
Army Congressional Fellowship Program Fellowship Sponsors
4–1. Fellowship sponsor criteria
a. Eligible sponsors. In accordance with DODI 1322.06, eligible sponsors are—
(1) Corporations, foundations, funds, and educational institutions organized and operated primarily for educational pur-
poses that are tax-exempt under 26 USC as determined by the General Counsel of the Army.
AR 1–202 • 7 April 2017 7
(2) Corporations, foundations, funds, or educational institutions that would qualify as tax-exempt organizations under
paragraph 4–1a(1) as determined by the General Counsel of the Army, with the exception of foreign corporations, foun-
dations, funds, or educational institutions.
(3) Any other corporation, foundation, fund, or educational institutions not covered by paragraphs 4–1a(1) and 4–
1a(2) that the CLL and the DAS endorse, that the ASA (M&RA) approves for the Army, and that the USD (P&R) or their
designee, has determined operates primarily for educational purposes.
b. Ineligible sponsors. These are—
(1) Business groups operating for profit.
(2) Political organizations.
4–2. Approval process for fellowship sponsors
a. New requests for ACFP sponsorship are forwarded to OCLL for processing. Requests should include the following:
(1) Purpose and scope of the sponsor's program.
(2) Timeline of the sponsor's program.
(3) Sponsor's application process and competition requirements.
(4) Interviews with participants in the sponsor's program.
(5) Cost of the sponsor's program.
(6) Consistency of the sponsor's program.
(7) Applicability of the sponsor's program activities to the ACFP and relevant laws, directives, and regulations.
b. The CLL forwards the request through the DAS to the ASA (M&RA).
c. The ASA (M&RA) forwards requests to the General Counsel of the Army to ensure the sponsor complies with
paragraph 4–1 of this regulation, DODI 1322.06, and relevant statutes of the U.S. Code.
d. The ASA (M&RA) approves program sponsors to ensure they sufficiently fulfill the needs of the Army to prepare
personnel for their Army congressional fellowship and follow-on utilization assignments, and forwards to USD (P&R) for
final approval.
Chapter 5
Army Congressional Detail Assignments and Tracking
5–1. Policy
a. Army personnel may be detailed to congressional committees and staffs to support specific projects of predetermined
duration, on a reimbursable basis, when Army personnel are found to be uniquely qualified to accomplish the task and the
detail is in the interest of the Army and DOD.
b. Each detailee will receive practical training on avoidance of prohibited political activities and must acknowledge his
or her understanding, in writing, of the requirements of DODI 1000.17 during in-processing through the OCLL prior to
performing any duty with a congressional committee.
c. Personnel will not be detailed to the legislative branch when such a detail would be the last tour before retirement or
separation.
5–2. Detail request processing
a. All requests for details are forwarded to the CLL, who then notifies the ASA (M&RA) and the DOD Executive
Secretariat.
b. Each request will include a statement of duties along with the proposed duration of the detail; the funding basis
(reimbursement or non-reimbursement), including rationale if a non-reimbursable detail is being requested; security clear-
ance requirements; and requested personnel attributes (grade or rank, skills, and qualifications).
c. The Secretary of Defense is the approval authority for detail of members of the Armed Forces and DOD civilian
personnel to the legislative branch outside the parameters of the Legislative Fellowship Program.
d. The CLL has operational responsibility for the detailees and provides the detailees with orientation and guidance.
The orientation includes classes or seminars covering the operation and organization of Congress. Guidance must encom-
pass standards of conduct, including prohibition to engage in campaigns, fund-raising, political party activities, or lobby-
ing.
e. Detailees serve their tours with the legislative branch, with periodic feedback to the CLL.
f. At the completion of the detail, the detailee must submit a written report through the CLL and the DAS to the ASA
(M&RA). At a minimum, that report must include benefits gained by the DOD from details and major duties performed.
8 AR 1–202 • 7 April 2017
5–3. Tracking participants
a. USAHRC retains a master database of former and current congressional fellows and detailees.
b. The CLL derives information from the database to produce the reports required by DODI 1322.06 as prescribed in
paragraph 3–4.
c. ASA (M&RA) derives information from the database to produce the reports, as prescribed in paragraph 3–4.
AR 1–202 • 7 April 2017 9
Appendix A
References
Section I
Required Publications
DODI 1322.06
Fellowships, Scholarships, Training with Industry (TWI), and Grants for DOD Personnel (Cited in para 1–5.)
Section II
Related Publications
A related publication is a source of information. The user does not have to read it to understand this regulation. Unless
otherwise stated, Army publications are available at http://www.apd.army.mil. DOD issuances are available at
http://www.dtic.mil/whs/directives/index.html. Public Laws, United States Codes, and Codes of Federal Regulations are
available at http://www.gpo.gov/fdsys/.
AR 15–1
Boards, Commissions, and Committees – Committee Management
AR 25–30
The Army Publishing Program
AR 350–1
Army Training and Leader Development
AR 350–100
Officer Active Duty Service Obligations
AR 621–1
Training of Military Personnel at Civilian Institutions
AR 621–7
Army Fellowships and Scholarships
DA Pam 600–3
Commissioned Officer Professional Development and Career Management
DOD 5500.07–R
Joint Ethics Regulation (JER)
Public Law 109–364
John Warner National Defense Authorization Act for Fiscal Year 2007
5 CFR 410.309
Agreements to continue in service
5 USC 4108
Employee agreements; service after training
10 USC 2005
Advanced education assistance: active duty agreement; reimbursement requirements
10 USC 2603(b)
Acceptance of fellowships, scholarships, or grants
26 USC
Internal Revenue Code
Section III
Prescribed Forms
This section contains no entries.
10 AR 1–202 • 7 April 2017
Section IV
Referenced Forms
Unless otherwise indicated, DA forms are available on the Army Publishing Directorate Web site, at
http://www.apd.army.mil.
DA Form 11–2
Internal Control Evaluation Certification
DA Form 705
Army Physical Fitness Test Scorecard
DA Form 2028
Recommended Changes to Publications and Blank Forms
AR 1–202 • 7 April 2017 11
Appendix B
Internal Control Evaluation
B–1. Function
The function covered by this evaluation is the administration of the ACFP.
B–2. Purpose
The purpose of the evaluation is to assist internal control administrators in evaluating key internal controls. It is not in-
tended to cover all controls.
B–3. Instructions
Answers must be based on actual testing of the key internal controls such as document analysis, direct observation, inter-
viewing, sampling, and simulation. Answers that indicate deficiencies must be explained and the corrective action indi-
cated in supporting documentation. These internal controls must be evaluated at least once every 5 years. Certification that
the evaluation has been conducted must be accomplished on DA Form 11–2 (Internal Control Evaluation Certification).
B–4. Test questions
a. Are key internal controls identified in the governing Army regulation? (HQDA functional proponent only.)
b. Are required publications, as shown in appendix A, available to administrators of the ACFP? (They do not have to
be maintained on hand.)
c. Are procedures in place to ensure all personnel, including ACFP fellowship sponsors, are aware of the provisions of
this publication?
d. Have procedures been put in place to ensure the ACFP tracking system has been updated?
e. Have records of the board proceedings in the selection of the ACFP been tracked?
f. Are systems in place to track utilization of participants in the ACFP?
g. Have the annual reports been prepared to satisfy the requirements of DODI 1322.06?
B–5. Supersession
Not applicable.
B–6. Comments
Help make this a better tool for evaluating internal controls. Submit comments to Headquarters, Department of the Army,
Office of the Chief of Legislative Liaison, 1600 Army Pentagon, Room 1E416, Washington, DC 20310–1600.
12 AR 1–202 • 7 April 2017
Glossary
Section I
Abbreviations
AC
Active Component
ACFP
Army Congressional Fellowship Program
ACFSB
Army Congressional Fellowship Selection Board
ADSO
Active Duty Service Obligation
AGR
Active Guard Reserve
AR
Army regulation
ARNG
Army National Guard
ASA (FM&C)
Assistant Secretary of the Army (Financial Management and Comptroller)
ASA (M&RA)
Assistant Secretary of the Army (Manpower and Reserve Affairs)
ASD (LA)
Assistant Secretary of Defense (Legislative Affairs)
CAR
Chief, Army Reserve
CES
Civilian Education System
CFR
Code of Federal Regulations
CG
Commanding General
CGSOC
Command and General Staff Officer Course
CHRTAS
Civilian Human Resource Training Automation System
CLL
Chief of Legislative Liaison
DA Pam
Department of the Army pamphlet
DARNG
Director, Army National Guard
DAS
Director of the Army Staff
DCS, G–1
Deputy Chief of Staff, G–1
AR 1–202 • 7 April 2017 13
DCS, G–3/5/7
Deputy Chief of Staff, G–3/5/7
DOD
Department of Defense
DODI
Department of Defense instruction
DRU
direct reporting unit
GS
general schedule
HQDA
Headquarters, Department of the Army
ILE
intermediate level education
KD
key developmental
MILPER
military personnel
NCO
noncommissioned officer
OCAR
Office of the Chief, Army Reserve
OCLL
Office of the Chief of Legislative Liaison
OSD
Office of the Secretary of Defense
RC
Reserve Component
TAG
The Adjutant General
USAHRC
U.S. Army Human Resources Command
USAR
U.S. Army Reserve
USC
United States Code
USD (P&R)
Under Secretary of Defense for Personnel and Readiness
Section II
Terms
Army Congressional Fellowship Program eligible recipient
A person seeking to participate in an ACFP fellowship by meeting criteria specified in paragraph 3–1 of this publication.
Army Congressional Fellowship Program fellow
A person serving in an ACFP fellowship.
14 AR 1–202 • 7 April 2017
Army Congressional Fellowship Program fellowship
The preparation and assignment (under the auspices of an approved sponsor) of selected Army personnel to work within
the legislative branch for a specified period of time to gain education or experience of future value to the Army.
Army Congressional Fellowship Program fellowship sponsor
The third-party organization approved by the ASA (FM&C) to sponsor an ACFP fellow under the requirements of DODI
1322.06.
Army Congressional Fellowship Program tracking system
A database that contains current and historical ACFP personnel data and provides a single source for inquiries regarding
all ACFP fellows and detailees.
Army Congressional Fellowship Selection Board
A centralized, multi-panel and/or component, best-qualified selection board held annually to identify the eligible candi-
dates of ACFP fellowships, by an order-of-merit list, for Regular Army, ARNG, USAR, and DAC personnel.
detail
A temporary assignment of a military member or DAC to perform duties in the legislative branch. A detail excludes ACFP
fellowships, as defined in this regulation and by DODI 1322.06.
detailee
The person serving on a detail assignment whose compensation is appropriated to perform duties in the legislative branch,
with the intention of his or her returning to the DOD upon completion of those duties.
Section III
Special abbreviations and terms
AOC
Advanced Operations Course
DAC
Department of the Army civilian
OTOT
one-time-occasional-tour
UNCLASSIFIED PIN 077740–000

Wednesday, February 15, 2017

ARMY DIR 2017-08 COMPETITIVE CATEGORIES FOR COMMISSIONED OFFICERS AND WARRANT OFFICERS SERVING ON THE ACTIVE DUTY LIST AND THE RESERVE ACTIVE STATUS

https://armypubs.army.mil/epubs/DR_pubs/DR_a/pdf/web/AD2017-08_Final.pdf

 MEMORANDUM FOR SEE DISTRIBUTION
SUBJECT: Army Directive 2017-08 (Competitive Categories for Commissioned Officers
and Warrant Officers Serving on the Active Duty List and the Reserve Active Status
List)
1. References. A complete list of references is at enclosure 1.
2. Purpose. This directive defines and establishes the competitive categories for
commissioned officers serving on the active duty list (ADL) and reserve active status list
(RASL) by grade level. Its provisions are effective 1 April 2017.
3. Definition. A competitive category is a separate promotion category established by
my authority pursuant to references a–d for specific groups of officers whose
specialized education, training, or experience, and often rather narrow utilization, make
separate career management desirable.
4. ADL Competitive Categories (enclosure 2). For officers in the grades of second
lieutenant (O-1) through captain (O-3), the competitive categories are:
a. Army Competitive Category (ACC) (includes basic branch and functional area
officers in the grades of second lieutenant through captain).
b. Chaplain Corps (CH).
c. Judge Advocate General’s Corps (JA) (including first lieutenants not members of
the Judge Advocate General’s Corps, but participating in the Army General Counsel’s
Honor Program for consideration to the grade of captain only).
d. Medical Service Corps (MS).
e. Army Medical Specialist Corps (SP).
f. Veterinary Corps (VC).
g. Army Nurse Corps (AN).
h. Medical Corps (MC).
i. Dental Corps (DC).
S E C R E T A R Y O F T H E A R M Y
W A S H I N G T O N
SUBJECT: Army Directive 2017-08 (Competitive Categories for Commissioned Officers
and Warrant Officers Serving on the Active Duty List and the Reserve Active Status
List)
2
5. ADL Functional Categories (enclosure 3). For officers in the grades of major (O-4)
through colonel (O-6) on the ADL, the competitive categories are:
a. Operations (OPS).
b. Operations Support (OS).
c. Force Sustainment (FS).
d. Information Dominance (ID) (beginning 1 April 2017).
e. CH.
f. JA.
g. MS.
h. SP.
i. VC.
j. AN.
k. MC.
l. DC.
6. Competitive Categories for Warrant Officers on the ADL (enclosure 4). The
competitive categories are:
a. Aviation.
b. Technical Services.
7. RASL Competitive Categories. For officers in the grades of second lieutenant (O-1)
through colonel (O-6), competitive categories are listed for the Active Guard Reserve
(AGR), Army National Guard of the United States (ARNGUS), and non-AGR.
(ARNGUS competitive categories apply only to ARNGUS commissioned officers
considered by Department of the Army centralized promotion boards):
SUBJECT: Army Directive 2017-08 (Competitive Categories for Commissioned Officers
and Warrant Officers Serving on the Active Duty List and the Reserve Active Status
List)
3
a. The AGR competitive categories are (enclosure 5):
(1) AGR Army Promotion List (APL).
(2) AGR MS.
(3) AGR AN.
(4) AGR CH.
(5) AGR JA.
b. The ARNGUS competitive categories are (enclosure 6):
(1) ARNGUS APL.
(2) ARNGUS MS.
(3) ARNGUS AN.
(4) ARNGUS DC.
(5) ARNGUS MC.
(6) ARNGUS SP.
(7) ARNGUS VC.
(8) ARNGUS CH.
c. The non-AGR competitive categories are (enclosure 7):
(1) Non-AGR APL.
(2) Non-AGR MS.
(3) Non-AGR AN.
(4) Non-AGR DC.
(5) Non-AGR MC.
(6) Non-AGR SP.
SUBJECT: Army Directive 2017-08 (Competitive Categories for Commissioned Officers
and Warrant Officers Serving on the Active Duty List and the Reserve Active Status
List)
4
(7) Non-AGR VC.
(8) Non-AGR CH.
(9) Non-AGR JA.
8. Reserve Component Warrant Officers competitive categories (enclosure 8). The
competitive categories are:
a. AGR Warrant Officers.
b. Non-AGR Warrant Officers.
9. ADL General Officers
a. For officers in the grades brigadier general (O-7) and major general (O-8), the
competitive categories are:
(1) ACC.
(2) CH.
(3) JA.
(4) AMEDD.
b. For officers in the grades of lieutenant general (O-9) and general (O-10),
competitive categories are not used. They are temporarily appointed to positions of
importance and responsibility pursuant to Title 10, United States Code, section 601.
10. ARNGUS General Officers. For officers in the grades of brigadier general through
general, the competitive categories are:
a. General Officer of the Line.
b. Adjutant General Corps (does not apply to grades above major general).
11. U.S. Army Reserve General Officers. Individual vacancy promotion boards are
conducted in a consolidated manner and do not use competitive categories as separate
promotion categories.
SUBJECT: Army Directive 2017-08 (Competitive Categories for Commissioned Officers
and Warrant Officers Serving on the Active Duty List and the Reserve Active Status
List)
5
12. Delegation of Authority. I am delegating to the Assistant Secretary of the Army
(Manpower and Reserve Affairs) the authority to assign or reassign functional
categories within each competitive category as required for career management and
promotion consideration of the officers within each competitive category. This authority
may not be further delegated.
13. Proponent. The Deputy Chief of Staff, G-1 will incorporate the provisions of this
directive into references f–k as soon as practicable. This directive is rescinded upon
publication of the revised regulations and pamphlet.
Encls Robert M. Speer
Acting
DISTRIBUTION:
Principal Officials of Headquarters, Department of the Army
Commander
U.S. Army Forces Command
U.S. Army Training and Doctrine Command
U.S. Army Materiel Command
U.S. Army Pacific
U.S. Army Europe
U.S. Army Central
U.S. Army North
U.S. Army South
U.S. Army Africa/Southern European Task Force
U.S. Army Special Operations Command
Military Surface Deployment and Distribution Command
U.S. Army Space and Missile Defense Command/Army Strategic Command
U.S. Army Cyber Command
U.S. Army Medical Command
U.S. Army Intelligence and Security Command
U.S. Army Criminal Investigation Command
U.S. Army Corps of Engineers
U.S. Army Military District of Washington
U.S. Army Test and Evaluation Command
U.S. Army Installation Management Command
(CONT)
SUBJECT: Army Directive 2017-08 (Competitive Categories for Commissioned Officers
and Warrant Officers Serving on the Active Duty List and the Reserve Active Status
List)
6
DISTRIBUTION: (CONT)
Superintendent, United States Military Academy
Director, U.S. Army Acquisition Support Center
Executive Director, Arlington National Cemetery
Commandant, U.S. Army War College
Commander, U.S. Army Marketing and Engagement Brigade
CF:
Director, Army National Guard
Director of Business Transformation
Commander, Eighth Army
Army Directive 2017-08 Enclosure 1
REFERENCES
a. Title 10, United States Code, section 582 (10 USC 582) (Warrant officer active-duty
list: exclusions).
b. 10 USC 621 (Competitive categories for promotion).
c. 10 USC 14005 (Competitive categories).
d. Department of Defense Instruction 1320.14 (Commissioned Officer Promotion
Program Procedures), December 11, 2013.
e. Department of Defense Instruction 6000.13 (Accession and Retention Policies,
Programs, and Incentives for Military Health Professions Officers (HPOs)),
December 30, 2015, Incorporating Change 1, Effective May 3, 2016.
f. Army Regulation (AR) 135-155 (Promotion of Commissioned Officers and Warrant
Officers Other Than General Officers), 13 July 2014.
g. AR 135-156 (Reserve Component General Officer Personnel Management),
17 May 2007.
h. AR 600-3 (The Army Personnel Development System), 26 February 2009.
i. AR 600-8-29 (Officer Promotions), 25 February 2005.
j. AR 623-3 (Evaluation Reporting System), 4 November 2015.
k. Department of the Army Pamphlet 600-3 (Commissioned Officer Professional
Development and Career Management), 3 December 2014.
Army Directive 2017-08 Enclosure 2
ACTIVE DUTY LIST COMPETITIVE CATEGORIES
FOR SECOND LIEUTENANT (O-1) THROUGH CAPTAIN (O-3)
The following functional categories and branches are assigned within the active duty list
competitive categories in the grades of second lieutenant (O-1) through captain (O-3) as
follows:
1. Army Competitive Category (ACC)
a. Infantry
b. Aviation
c. Armor
d. Engineer
e. Military Police
f. Chemical
g. Field Artillery
h. Air Defense Artillery
i. Signal
j. Military Intelligence
k. Transportation
l. Ordnance
m. Quartermaster
n. Adjutant General
o. Finance
p. Acquisition
q. Cyber
2. Chaplain Corps (CH)
a. Command and Unit Chaplain
b. Clinical Ministries Supervisor
3. Judge Advocate General’s Corps (JA)
4. Medical Service Corps (MS)
a. 67A Health Services
b. 67B Laboratory Sciences
c. 67C Preventive Medicine
d. 67D Behavioral Science
e. 67E Pharmacist
f. 67F Optometrist
g. 67G Podiatrist
h. 67J Aeromedical Evacuation Officer
Army Directive 2017-08 9 Enclosure 2
i. 70A Health Care Administrator
j. 70B Health Services Administration
k. 70C Health Services Comptroller
l. 70D Health Services Systems Manager
m. 70E Patient Administrator
n. 70F Health Services Human Resources Manager
o. 70H Health Services Plans, Operations, Intelligence, Security and Training
p. 70K Health Services Materiel
q. 71A Microbiologist
r. 71B Biochemist
s. 71E Clinical Laboratory Officer
t. 71F Research Psychologist
u. 72A Nuclear Medical Science Officer
v. 72B Entomologist
w. 72C Audiologist
x. 72D Environment Science and Engineer Officer
y. 73A Social Worker
z. 73B Clinical Psychologist
5. Army Medical Specialist Corps (SP)
a. 65A Occupational Therapist
b. 65B Physical Therapist
c. 65C Dietitian
d. 65D Physician Assistant
e. 65X Allied Operations Specialist
6. Veterinary Corps (VC)
a. 64A Field Veterinary Service
b. 64B Veterinary Preventive Medicine
c. 64C Veterinary Laboratory Animal Medicine
d. 64D Veterinary Pathologist
e. 64E Veterinary Comparative Medicine Officer
f. 64F Veterinary Clinical Medicine Officer
g. 64Z Senior Veterinarian
7. Army Nurse Corps (AN)
a. 66B Army Public Health Nurse
b. 66C Psychiatric/Behavioral Health Nurse
c. 66E Perioperative Nurse
d. 66F Nurse Anesthetist
e. 66G Obstetric and Gynecologic Nurse
f. 66H Medical-Surgical Nursing
Army Directive 2017-08 10 Enclosure 2
g. 66N Operational Nursing
h. 66P Family Nurse Practitioner
i. 66R Psychiatric/Behavior Health Nurse Practitioner
j. 66W Midwife
8. Medical Corps (MC)
a. 60A Operational Medicine
b. 60B Nuclear Medicine
c. 60C Preventive Medicine
d. 60D Occupational Medicine
e. 60F Pulmonary Disease/Critical Care Officer
f. 60G Gastroenterologist
g. 60H Cardiologist
h. 60J Obstetrician and Gynecologist
i. 60K Urologist
j. 60L Dermatologist
k. 60M Allergist, Clinical Immunologist
l. 60N Anesthesiologist
m. 60P Pediatrician
n. 60Q Pediatric Sub-Specialist
o. 60R Child Neurologist
p. 60S Ophthalmologist
q. 60T Otolaryngologist
r. 60U Child Psychiatrist
s. 60V Neurologist
t. 60W Psychiatrist
u. 61A Nephrologist
v. 61B Medical Oncologist/Hematologist
w. 61C Endocrinologist
x. 61D Rheumatologist
y. 61E Clinical Pharmacologist
z. 61F Internist
aa. 61G Infections Disease
bb. 61H Family Medicine
cc. 61J General Surgeon
dd. 61K Thoracic surgeon
ee. 61L Plastic Surgeon
ff. 61M Orthopedic Surgeon
gg. 61N Flight Surgeon
hh. 61P Physiatrist
ii. 61Q Radiation Oncologist
jj. 61R Diagnostic Radiologist
kk. 61U Pathologist
ll. 61W Vascular Surgeon
Army Directive 2017-08 11 Enclosure 2
mm. 61Z Neurosurgeon
nn. 62A Emergency Physician
oo. 62B Field Surgeon
9. Dental Corps (DC)
a. 63A General Dentist
b. 63B Comprehensive Dentist
c. 63D Periodontist
d. 63E Endodontist
e. 63F Prosthodontist
f. 63H Public Health Dentist
g. 63K Pediatric Dentist
h. 63M Orthodontist
i. 63N Oral & Maxillofacial Surgeon
j. 63P Oral Pathologist
k. 63R Executive Dentist
Army Directive 2017-08 Enclosure 3
ACTIVE DUTY LIST FUNCTIONAL CATEGORIES
FOR MAJOR (O-4) THROUGH COLONEL (O-6)
The following functional categories and branches are assigned within the active duty list
competitive categories in the grades of major (O-4) through colonel (O-6) as follows:
1. Operations (OPS)
a. Armor (AR)
b. Infantry (IN)
c. Aviation (AV)
d. Field Artillery (FA)
e. Air Defense Artillery (AD)
f. Corps of Engineers (EN)
g. Military Police (MP)
h. Chemical (CM)
i. Special Forces (SF)
j. Psychological Operations (PO)
k. Civil Affairs (CA)
2. Operations Support (OS)
a. Cyber (until 1 April 2017)
b. Signal Corps (SC)
c. Military Intelligence (MI)
d. Functional Area (FA) 26 (Information Networks Engineering), (FA26: FA 24
Telecommunication Systems Engineering and FA 53 Information Systems
Management)
e. FA 29 Electronic Warfare (until 1 April 2017)
f. FA 30 Information Operations (until 1 April 2017)
g. FA 34 (Strategic Intelligence)
h. FA 40 (Space Operations)
i. FA 46 (Public Affairs)
j. FA 47 (Academy Professor)
k. FA 48 (Foreign Area Officer)
l. FA 49 (Operations Research/Systems Analysis)
m. FA 50 (Force Management)
n. FA 52 (Nuclear and Counter-proliferation)
o. FA 57 (Simulations Operations)
p. FA 59 (Strategist)
3. Force Sustainment (FS)
a. Transportation (TC)
b. Ordnance (OD)
Army Directive 2017-08 2 Enclosure 3
c. Quartermaster (QM)
d. Adjutant General Corps (AG)
e. Finance Corps (FI)
f. Logistics (LG)
g. FA 51 (Research, Development, and Acquisition)
4. Information Dominance (ID). Category composition will be effective 1 April 2017.
a. Cyber (CY) (remains in OS until 1 April 2017)
b. FA 29 Electronic Warfare (remains in OS until 1 April 2017)
c. FA 30 Information Operations (remains in OS until 1 April 2017)
5. Chaplain Corps (CH)
a. Command and Unit Chaplain
b. Clinical Ministries Supervisor
6. Judge Advocate General’s Corps (JA)
a. 27A Judge Advocate
b. 27B Military Judge
7. Medical Service Corps (MS)
a. 67A Health Services
b. 67B Laboratory Sciences
c. 67C Preventive Medicine
d. 67D Behavioral Science
e. 67E Pharmacist
f. 67F Optometrist
g. 67G Podiatrist
h. 67J Aeromedical Evacuation Officer
i. 70A Health Care Administrator
j. 70B Health Services Administration
k. 70C Health Services Comptroller
l. 70D Health Services Systems Manager
m. 70E Patient Administrator
n. 70F Health Services Human Resources Manager
o. 70H Health Services Plans, Operations, Intelligence, Security, and Training
p. 70K Health Services Materiel
q. 71A Microbiologist
r. 71B Biochemist
s. 71E Clinical Laboratory Officer
t. 71F Research Psychologist
u. 72A Nuclear Medical Science Officer
Army Directive 2017-08 3 Enclosure 3
v. 72B Entomologist
w. 72C Audiologist
x. 72D Environment Science and Engineer Officer
y. 73A Social Worker
z. 73B Clinical Psychologist
8. Army Medical Specialist Corps (SP)
a. 65A Occupational Therapist
b. 65B Physical Therapist
c. 65C Dietitian
d. 65D Physician Assistant
e. 65X Allied Operations Specialist
9. Veterinary Corps (VC)
a. 64A Field Veterinary Service
b. 64B Veterinary Preventive Medicine
c. 64C Veterinary Laboratory Animal Medicine
d. 64D Veterinary Pathologist
e. 64E Veterinary Comparative Medicine Officer
f. 64F Veterinary Clinical Medicine Officer
g. 64Z Senior Veterinarian
10. Army Nurse Corps (AN)
a. 66B Army Public Health Nurse
b. 66C Psychiatric/Behavioral Health Nurse
c. 66E Perioperative Nurse
d. 66F Nurse Anesthetist
e. 66G Obstetric and Gynecologic Nurse
f. 66H Medical-Surgical Nursing
g. 66N Operational Nursing
h. 66P Family Nurse Practitioner
i. 66R Psychiatric/Behavior health Nurse Practitioner
j. 66W Midwife
11. Medical Corps (MC)
a. 60A Operational Medicine
b. 60B Nuclear Medicine
c. 60C Preventive Medicine
d. 60D Occupational Medicine
e. 60F Pulmonary Disease/Critical Care Officer
f. 60G Gastroenterologist
Army Directive 2017-08 4 Enclosure 3
g. 60H Cardiologist
h. 60J Obstetrician and Gynecologist
i. 60K Urologist
j. 60L Dermatologist
k. 60M Allergist, Clinical Immunologist
l. 60N Anesthesiologist
m. 60P Pediatrician
n. 60Q Pediatric Sub-Specialist
o. 60R Child Neurologist
p. 60S Ophthalmologist
q. 60T Otolaryngologist
r. 60U Child Psychiatrist
s. 60V Neurologist
t. 60W Psychiatrist
u. 61A Nephrologist
v. 61B Medical Oncologist/Hematologist
w. 61C Endocrinologist
x. 61D Rheumatologist
y. 61E Clinical Pharmacologist
z. 61F Internist
aa. 61G Infections Disease
bb. 61H Family Medicine
cc. 61J General Surgeon
dd. 61K Thoracic surgeon
ee. 61L Plastic Surgeon
ff. 61M Orthopedic Surgeon
gg. 61N Flight Surgeon
hh. 61P Physiatrist
ii. 61Q Radiation Oncologist
jj. 61R Diagnostic Radiologist
kk. 61U Pathologist
ll. 61W Vascular Surgeon
mm. 61Z Neurosurgeon
nn. 62A Emergency Physician
oo. 62B Field Surgeon
12. Dental Corps (DC)
a. 63A General Dentist
b. 63B Comprehensive Dentist
c. 63D Periodontist
d. 63E Endodontist
e. 63F Prosthodontist
f. 63H Public Health Dentist
g. 63K Pediatric Dentist
Army Directive 2017-08 5 Enclosure 3
h. 63M Orthodontist
i. 63N Oral & Maxillofacial Surgeon
j. 63P Oral Pathologist
k. 63R Executive Dentist
Army Directive 2017-08 Enclosure 4
COMPETITIVE CATEGORIES FOR WARRANT OFFICERS
ON THE ACTIVE DUTY LIST
The following functional categories and specialties are assigned to the Aviation and
Technical Services Competitive Categories for Warrant Officers on the active duty list.
1. Aviation
a. 152C (OH-6 Pilot)
b. 152D (OH-58D Pilot)
c. 152F/152H (AH-64A/AH-64D Pilot)
d. 153D/153M (UH-60/UH-60M Pilot)
e. 153E (MH-60 Pilot)
f. 154C/154F (CH-47D/CH-47F Pilot)
g. 154E (MH-47 Pilot)
h. 155A/155E/155F/155G (Fixed Wing Pilot)
2. Technical Services
a. 120A Construction Engineering
b. 125D Geospatial Engineering
c. 131A Target Acquisition Radar
d. 140A C2 Systems Integrator
e. 140E Air and Missile Defense
f. 150A Air Traffic and Air Space
g. 150U Unmanned Aircraft Systems
h. 151A Aviation Maintenance
i. 170A Cyber
j. 180A Special Forces
k. 255A Information Services
l. 255N Network Management
m. 255S Information Protection
n. 270A Legal Administrator
o. 290A Electronic Warfare
p. 311A CID Special Agent
q. 350F All Source Intelligence
r. 350G Imagery Intelligence
s. 350Z Attaché
t. 351L Counterintelligence
u. 351M Human Intelligence
v. 351Y Area Intelligence
w. 352N Traffic Analysis
x. 352P Voice Intercept
y. 352S Signals Collection
Army Directive 2017-08 2 Enclosure 4
z. 353T IEW Systems Maintenance
aa. 420A Human Resources
bb. 420C Bandmaster
cc. 640A Food Safety Officer
dd. 670A Health Services Maintenance
ee. 740A CBRN
ff. 880A Marine Deck Officer
gg. 881A Marine Engineer Officer
hh. 882A Mobility Officer
ii. 890A Ammunition
jj. 913A Armament Repair
kk. 914A Allied Trades
ll. 915A Automotive Maintenance
mm. 919A Engineer Automotive Maintenance
nn. 920A Property Accounting
oo. 920B Supply Systems
pp. 921A Airdrop Systems
qq. 922A Food Service
rr. 923A Petroleum Systems Technician
ss. 948B Electronic Systems Maintenance
tt. 948D Electronic Missile Systems Maintenance
Army Directive 2017-08 Enclosure 5
ACTIVE GUARD RESERVE COMPETITIVE CATEGORIES
Reserve Active Status List Competitive Categories. For officers in the grades of second
lieutenant (O-1) through colonel (O-6), the following functional categories and
specialties are assigned to each competitive category as listed for the Active Guard
Reserve (AGR).
1. AGR Army Promotion List (APL)
a. Infantry
b. Aviation
c. Armor
d. Engineer
e. Military Police
f. Chemical
g. Field Artillery
h. Air Defense Artillery
i. Signal
j. Military Intelligence
k. Cyber
l. Transportation
m. Ordnance
n. Quartermaster
o. Adjutant General
p. Finance
q. Acquisition
2. AGR Army Medical Service Corps (MS)
a. 67A Health Services
b. 67B Laboratory Sciences
c. 67C Preventive Medicine
d. 67D Behavioral Science
e. 67E Pharmacist
f. 67F Optometrist
g. 67G Podiatrist
h. 67J Aeromedical Evacuation Officer
i. 70A Health Care Administrator
j. 70B Health Services Administration
k. 70C Health Services Comptroller
l. 70D Health Services Systems Manager
m. 70E Patient Administrator
n. 70F Health Services Human Resources Manager
o. 70H Health Services Plans, Operations, Intelligence, Security and Training
Army Directive 2017-08 2 Enclosure 5
p. 70K Health Services Materiel
q. 71A Microbiologist
r. 71B Biochemist
s. 71E Clinical Laboratory Officer
t. 71F Research Psychologist
u. 72A Nuclear Medical Science Officer
v. 72B Entomologist
w. 72C Audiologist
x. 72D Environment Science & Engineer Officer
y. 73A Social Worker
z. 73B Clinical Psychologist
3. AGR Army Nurse Corps (AN)
a. 66B Army Public Health Nurse
b. 66C Psychiatric/Behavioral Health Nurse
c. 66E Perioperative Nurse
d. 66F Nurse Anesthetist
e. 66G Obstetric and Gynecologic Nurse
f. 66H Medical-Surgical Nursing
g. 66N Operational Nursing
h. 66P Family Nurse Practitioner
i. 66R Psychiatric/Behavior health Nurse Practitioner
j. 66W Midwife
4. AGR Chaplains Corps (CH)
a. Command and Unit Chaplain
b. Clinical Ministries Supervisor
5. AGR Judge Advocate General’s Corps (JA)
a. 27A Judge Advocate
b. 27B Military Judge
Army Directive 2017-08 Enclosure 6
ARMY NATIONAL GUARD OF THE UNITED STATES COMPETITIVE CATEGORIES
Reserve Active Status List Competitive Categories. For officers in the grades second
lieutenant (O-1) through colonel (O-6), the following functional categories and
specialties are assigned to each competitive category as listed for the Army National
Guard of the United States (ARNGUS) functional categories.
1. ARNGUS Army Promotion List (APL)
a. Infantry
b. Aviation
c. Armor
d. Engineer
e. Military Police
f. Chemical
g. Field Artillery
h. Air Defense Artillery
i. Signal
j. Military Intelligence
k. Transportation
l. Ordnance
m. Quartermaster
n. Adjutant General
o. Finance
p. Acquisition
q. Cyber
r. Judge Advocate
2. ARNGUS Medical Service Corps (MS)
a. 67A Health Services
b. 67B Laboratory Sciences
c. 67C Preventive Medicine
d. 67D Behavioral Science
e. 67E Pharmacist
f. 67F Optometrist
g. 67G Podiatrist
h. 67J Aeromedical Evacuation Officer
i. 70A Health Care Administrator
j. 70B Health Services Administration
k. 70C Health Services Comptroller
l. 70D Health Services Systems Manager
m. 70E Patient Administrator
n. 70F Health Services Human Resources Manager
Army Directive 2017-08 2 Enclosure 6
o. 70H Health Services Plans, Operations, Intelligence, Security and Training
p. 70K Health Services Materiel
q. 71A Microbiologist
r. 71B Biochemist
s. 71E Clinical Laboratory Officer
t. 71F Research Psychologist
u. 72A Nuclear Medical Science Officer
v. 72B Entomologist
w. 72C Audiologist
x. 72D Environment Science & Engineer Officer
y. 73A Social Worker
z. 73B Clinical Psychologist
3. ARNGUS Nurse Corps (AN)
a. 66B Army Public Health Nurse
b. 66C Psychiatric/Behavioral Health Nurse
c. 66E Perioperative Nurse
d. 66F Nurse Anesthetist
e. 66G Obstetric and Gynecologic Nurse
f. 66H Medical-Surgical Nursing
g. 66N Operational Nursing
h. 66P Family Nurse Practitioner
i. 66R Psychiatric/Behavior health Nurse Practitioner
j. 66W Midwife
4. ARNGUS Dental Corps (DC)
a. 63A General Dentist
b. 63B Comprehensive Dentist
c. 63D Periodontist
d. 63E Endodontist
e. 63F Prosthodontist
f. 63H Public Health Dentist
g. 63K Pediatric Dentist
h. 63M Orthodontist
i. 63N Oral & Maxillofacial Surgeon
j. 63P Oral Pathologist
k. 63R Executive Dentist
5. ARNGUS Medical Corps (MC)
a. 60A Operational Medicine
b. 60B Nuclear Medicine
c. 60C Preventive Medicine
Army Directive 2017-08 3 Enclosure 6
d. 60D Occupational Medicine
e. 60F Pulmonary Disease/Critical Care Officer
f. 60G Gastroenterologist
g. 60H Cardiologist
h. 60J Obstetrician and Gynecologist
i. 60K Urologist
j. 60L Dermatologist
k. 60M Allergist, Clinical Immunologist
l. 60N Anesthesiologist
m. 60P Pediatrician
n. 60Q Pediatric Sub-Specialist
o. 60R Child Neurologist
p. 60S Ophthalmologist
q. 60T Otolaryngologist
r. 60U Child Psychiatrist
s. 60V Neurologist
t. 60W Psychiatrist
u. 61A Nephrologist
v. 61B Medical Oncologist/Hematologist
w. 61C Endocrinologist
x. 61D Rheumatologist
y. 61E Clinical Pharmacologist
z. 61F Internist
aa. 61G Infections Disease
bb. 61H Family Medicine
cc. 61J General Surgeon
dd. 61K Thoracic surgeon
ee. 61L Plastic Surgeon
ff. 61M Orthopedic Surgeon
gg. 61N Flight Surgeon
hh. 61P Physiatrist
ii. 61Q Radiation Oncologist
jj. 61R Diagnostic Radiologist
kk. 61U Pathologist
ll. 61W Vascular Surgeon
mm. 61Z Neurosurgeon
nn. 62A Emergency Physician
oo. 62B Field Surgeon
6. ARNGUS Medical Specialist Corps (SP)
a. 65A Occupational Therapist
b. 65B Physical Therapist
c. 65C Dietitian
Army Directive 2017-08 4 Enclosure 6
d. 65D Physician Assistant
e. 65X Allied Operations Specialist
7. ARNGUS Veterinary Corps (VC)
a. 64A Field Veterinary Service
b. 64B Veterinary Preventive Medicine
c. 64C Veterinary Laboratory Animal Medicine
d. 64D Veterinary Pathologist
e. 64E Veterinary Comparative Medicine Officer
f. 64F Veterinary Clinical Medicine Officer
g. 64Z Senior Veterinarian
8. ARNGUS Chaplains Corps (CH)
a. Command and Unit Chaplain
b. Clinical Ministries Supervisor
Army Directive 2017-08 Enclosure 7
NON-ACTIVE GUARD RESERVE COMPETITIVE CATEGORIES
Reserve Active Status List Competitive Categories. For officers in the grades second
lieutenant (O-1) through colonel (O-6), the following functional categories and
specialties are assigned to each competitive category as listed for the non-Active Guard
Reserve (non-AGR).
1. Non-AGR Army Promotion List
a. Infantry
b. Aviation
c. Armor
d. Engineer
e. Military Police
f. Chemical
g. Field Artillery
h. Air Defense Artillery
i. Signal
j. Military Intelligence
k. Cyber
l. Transportation
m. Ordnance
n. Quartermaster
o. Adjutant General
p. Finance
q. Acquisition
2. Non-AGR Medical Service Corps (MS)
a. 67A Health Services
b. 67B Laboratory Sciences
c. 67C Preventive Medicine
d. 67D Behavioral Science
e. 67E Pharmacist
f. 67F Optometrist
g. 67G Podiatrist
h. 67J Aeromedical Evacuation Officer
i. 70A Health Care Administrator
j. 70B Health Services Administration
k. 70C Health Services Comptroller
l. 70D Health Services Systems Manager
m. 70E Patient Administrator
n. 70F Health Services Human Resources Manager
o. 70H Health Services Plans, Operations, Intelligence, Security, and Training
Army Directive 2017-08 2 Enclosure 7
p. 70K Health Services Materiel
q. 71A Microbiologist
r. 71B Biochemist
s. 71E Clinical Laboratory Officer
t. 71F Research Psychologist
u. 72A Nuclear Medical Science Officer
v. 72B Entomologist
w. 72C Audiologist
x. 72D Environment Science & Engineer Officer
y. 73A Social Worker
z. 73B Clinical Psychologist
3. Non-AGR Nurse Corps (AN)
a. 66B Army Public Health Nurse
b. 66C Psychiatric/Behavioral Health Nurse
c. 66E Perioperative Nurse
d. 66F Nurse Anesthetist
e. 66G Obstetric and Gynecologic Nurse
f. 66H Medical-Surgical Nursing
g. 66N Operational Nursing
h. 66P Family Nurse Practitioner
i. 66R Psychiatric/Behavior health Nurse Practitioner
j. 66W Midwife
4. Non-AGR Dental Corps (DC)
a. 63A General Dentist
b. 63B Comprehensive Dentist
c. 63D Periodontist
d. 63E Endodontist
e. 63F Prosthodontist
f. 63H Public Health Dentist
g. 63K Pediatric Dentist
h. 63M Orthodontist
i. 63N Oral & Maxillofacial Surgeon
j. 63P Oral Pathologist
k. 63R Executive Dentist
5. Non-AGR Medical Corps (MC)
a. 60A Operational Medicine
b. 60B Nuclear Medicine
c. 60C Preventive Medicine
d. 60D Occupational Medicine
Army Directive 2017-08 3 Enclosure 7
e. 60F Pulmonary Disease/Critical Care Officer
f. 60G Gastroenterologist
g. 60H Cardiologist
h. 60J Obstetrician and Gynecologist
i. 60K Urologist
j. 60L Dermatologist
k. 60M Allergist, Clinical Immunologist
l. 60N Anesthesiologist
m. 60P Pediatrician
n. 60Q Pediatric Sub-Specialist
o. 60R Child Neurologist
p. 60S Ophthalmologist
q. 60T Otolaryngologist
r. 60U Child Psychiatrist
s. 60V Neurologist
t. 60W Psychiatrist
u. 61A Nephrologist
v. 61B Medical Oncologist/Hematologist
w. 61C Endocrinologist
x. 61D Rheumatologist
y. 61E Clinical Pharmacologist
z. 61F Internist
aa. 61G Infections Disease
bb. 61H Family Medicine
cc. 61J General Surgeon
dd. 61K Thoracic surgeon
ee. 61L Plastic Surgeon
ff. 61M Orthopedic Surgeon
gg. 61N Flight Surgeon
hh. 61P Physiatrist
ii. 61Q Radiation Oncologist
jj. 61R Diagnostic Radiologist
kk. 61U Pathologist
ll. 61W Vascular Surgeon
mm. 61Z Neurosurgeon
nn. 62A Emergency Physician
oo. 62B Field Surgeon
6. Non-AGR Medical Specialist Corps (SP)
a. 65A Occupational Therapist
b. 65B Physical Therapist
c. 65C Dietitian
d. 65D Physician Assistant
e. 65X Allied Operations Specialist
Army Directive 2017-08 4 Enclosure 7
7. Non-AGR Veterinary Corps (VC)
a. 64A Field Veterinary Service
b. 64B Veterinary Preventive Medicine
c. 64C Veterinary Laboratory Animal Medicine
d. 64D Veterinary Pathologist
e. 64E Veterinary Comparative Medicine Officer
f. 64F Veterinary Clinical Medicine Officer
g. 64Z Senior Veterinarian
8. Non-AGR Chaplains Corps (CH)
a. Command and Unit Chaplain
b. Clinical Ministries Supervisor
9. Non-AGR Judge Advocate General’s Corps (JA)
a. 27A Judge Advocate
b. 27B Military Judge
Army Directive 2017-08 Enclosure 8
RESERVE COMPONENT WARRANT OFFICER COMPETITIVE CATEGORIES
These are the functional categories and specialties for Reserve Component Warrant
Officers, both Active Guard Reserve and non-Active Guard Reserve.
1. 120A Construction Engineering
2. 125D Geospatial Engineering
3. 131A Target Acquisition Radar
4. 140A C2 Systems Integrator
5. 140E Air and Missile Defense
6. 150A Air Traffic and Air Space
7. 150U Unmanned Aircraft Systems
8. 151A Aviation Maintenance
9. 170A Cyber
10. 180A Special Forces
11. 255A Information Services
12. 255N Network Management
13. 255S Information Protection
14. 270A Legal Administrator
15. 290A Electronic Warfare
16. 311A CID Special Agent
17. 350F All Source Intelligence
18. 350G Imagery Intelligence
19. 350Z Attaché
20. 351L Counterintelligence
21. 351M Human Intelligence
22. 351Y Area Intelligence
23. 352N Traffic Analysis
24. 352P Voice Intercept
25. 352S Signals Collection
26. 353T IEW Systems Maintenance
27. 420A Human Resources
28. 420C Bandmaster
29. 640A Food Safety Officer
30. 670A Health Services Maintenance
31. 740A CBRN
32. 880A Marine Deck Officer
33. 881A Marine Engineer Officer
34. 882A Mobility Officer
35. 890A Ammunition
36. 913A Armament Repair
37. 914A Allied Trades
38. 915A Automotive Maintenance
39. 919A Engineer Automotive Maintenance
Army Directive 2017-08 2 Enclosure 8
40. 920A Property Accounting
41. 920B Supply Systems
42. 921A Airdrop Systems
43. 922A Food Service
44. 923A Petroleum Systems Technician
45. 948B Electronic Systems Maintenance
46. 948D Electronic Missile Systems Maintenance
47. 152C (OH-6 Pilot)
48. 152D (OH-58D Pilot)
49. 152F/152H (AH-64A/AH-64D Pilot)
50. 153D/153M (UH-60/UH-60M Pilot)
51. 153E (MH-60 Pilot)
52. 154C/154F (CH-47D/CH-47F Pilot)
53. 154E (MH-47 Pilot)
54. 155A/155E/155F/155G (Fixed Wing Pilot)

Thursday, January 12, 2017

DA MEMO 5-5 FORCE MODERNIZATION PROCESS FOR MILITARY INFORMATION SUPPORT OPERATIONS CONVENTIONAL FORCE MATERIEL REQUIREMENTS

https://armypubs.army.mil/epubs/DR_pubs/DR_a/pdf/web/DA_Memo_5-5_Web_Final1.pdf

1
DA Memo 5–5
Headquarters
Department of the Army
Washington, DC
12 January 2017
Management
Force Modernization Process for Military Information Support Operations Conventional
Force Materiel Requirements
Applicability. This memorandum applies to Headquarters, Department of the Army (HQDA) and its field operating
agencies.
Proponent and exception authority. The proponent of this memorandum is the Deputy Chief of Staff (DCS),
G–3/5/7. The DCS, G–3/5/7, with concurrence from the DCS, G–8 and the Assistant Secretary of the Army
(Acquisition, Logistics and Technology) (ASA (ALT)), as necessary, has the authority to approve exceptions to this
memorandum that are consistent with controlling law and regulations. The DCS, G–3/5/7 may not delegate this
exception authority.
Paragraph Page
Purpose .............................................................................................................................. 1 1
References ......................................................................................................................... 2 1
Explanation of abbreviation and terms .............................................................................. 3 1
Responsibilities .................................................................................................................. 4 2
Policy ................................................................................................................................. 5 3
Procedures ......................................................................................................................... 6 4
Appendix A ....................................................................................................................... 6
Glossary ............................................................................................................................. 8
1. Purpose
This memorandum prescribes policies and procedures for executing Army force modernization in support of Army-
assigned Military Information Support Operations Conventional Forces (MISO CF). These policies and procedures
apply specifically to materiel requirements determination, validation, approval, development, acquisition, fielding,
sustainment, and disposal.
2. References
See appendix A.
3. Explanation of abbreviation and terms
See the glossary.
2
4. Responsibilities
a. Assistant Secretary of the Army (Acquisitions, Logistics and Technology). The ASA (ALT) will—
(1) Serve as the Army logistician in the materiel acquisition process, monitoring logistics activities of materiel
acquisition and modifications to ensure development and fielding of safe, suitable, and supportable capabilities. The
ASA (ALT) is responsible for type classification, materiel release, fielding, and transfer policy.
(2) Ensure Military Information Support Operations (MISO) materiel is type classified “standard” with full
materiel release instructions in accordance with established timelines required to support a full-rate production
decision, and monitor the Army materiel release effort to ensure effective implementation in accordance with HQDA
requirements. For MISO materiel, developed, and acquired for Army-assigned MISO CF, the ASA (ALT), through a
designated Army program management office, coordinates with the designated U.S. Special Operations Command
(USSOCOM) program executive office to execute programmatics related to Army acquisition and sustainment.
(3) Ensure that program executive officers and program/project/product managers integrate embedded training
capabilities early in the design of new or improved materiel systems.
(4) Develop and implement integrated product support (IPS) policy, and approve product support strategies
and plans for Army Acquisition Category I and II programs where the Army acquisition executive is the milestone
decision authority. In this capacity, the ASA (ALT) assigns responsibilities to the Deputy Assistant Secretary of the
Army for Acquisition Policy and Logistics who establishes policy for the life cycle sustainment plan (LCSP) and
independent logistics assessment; ensures IPS requirements are validated and included in the materiel acquisition
process to support full materiel release of programs and materiel; and serves as the Army life cycle logistician for
new, modified, upgraded, and displaced materiel. During MISO materiel acquisition and sustainment where the ASA
(ALT) utilizes USSOCOM procedures for type classification, materiel release, fielding, and IPS, the ASA (ALT)
maintains full responsibility for all required Army programmatics.
b. Assistant Secretary of the Army (Manpower and Reserve Affairs). The ASA (M&RA) provides the overall
supervision for manpower, personnel, and Reserve affairs across all Army. The ASA (M&RA) will review and
monitor all materiel acquisition plans and activities to ensure personnel support for basis of issue plans (BOIP) and
equipment fielding plans.
c. Deputy Chief of Staff, G–3/5/7. The DCS, G–3/5/7—
(1) Ensure the readiness of Army MISO units to meet the operational requirements of the combatant
commanders.
(2) Per AR 5–22, establish policies and procedures in support of force modernization for the total Army MISO
force which consists of Active Component MISO Special Operations Forces and Reserve Component Conventional
Forces.
(3) Designate the Commander, Special Operations Center of Excellence (SOCoE) as both the psychological
operations (PSYOP) branch and MISO force modernization proponent, responsible for MISO capabilities
development.
(4) Provide critical input to MISO capability requirements determination, prioritization, resourcing decision,
and integration processes.
(5) Support MISO force modernization by ensuring that the ASA (ALT); DCS, G–8; DCS, G–4; and the
Commanding General, U.S. Army Materiel Command (AMC) possess force development schedules, materiel
requirements, and equipment distribution priorities and plans.
(6) Approve tables of distribution and allowances, tables of organization and equipment, and BOIPs for use in
determining the acceptability of materiel, and synchronize equipment changes to modified tables of organization and
equipment and tables of distribution and allowances based on approved distribution plans with the Army Command
Plan process.
d. Deputy Chief of Staff, G–4. The DCS, G–4 will—
(1) Serve as the principal military advisor to the ASA (ALT) in the functional area of logistics, and provide the
ASA (ALT) with assistance in developing type classification, materiel release, fielding, and transfer policy and
program guidance.
(2) Participate in the review and validation of funding to support Army fielding, sustainment, and transfer
efforts ensuring that sustainment functions are fully integrated and properly balanced between acquisition and
logistics, and properly support materiel developers throughout the program life cycle.
(3) Coordinate and assist the Commanding General, AMC and program managers ensuring logistics support of
materiel assigned to MISO CF, as required.
DA Memo 5–5
3
e. Deputy Chief of Staff, G–8. The DCS, G–8 is responsible for the HQDA review, adoption, and approval of
MISO CF capability requirement documents developed by USSOCOM for use by MISO CF. In the event that a
USSOCOM capability requirement document becomes a Joint Requirements Oversight Council interest item, the
DCS, G–8 provides support to the SOCoE and USSOCOM, as needed. The DCS, G–8 will—
(1) Ensure that MISO capability requirement documents are coordinated with the Commanding General, U.S.
Army Training and Doctrine Command (TRADOC) and the relevant Centers of Excellence to ensure that SOCoE-
developed capabilities accurately reflect the MISO capabilities required by the U.S. Army Forces Command assigned
units.
(2) Provide final approval memoranda including executable guidance to capability development, Army
Requirements Oversight Council (AROC) memorandum, and any special instructions supporting the way ahead.
(3) Assign and publish catalog of approved requirements documents reference numbers.
(4) Serve as the principal military advisor to the Assistant Secretary of the Army (Financial Management and
Comptroller) (ASA (FM&C)) for program development and justification in support of materiel fielding.
(5) In coordination with the ASA (ALT), develop program objective memorandum (POM) to include resource
guidance, and review and analyze fiscal programs, requirements, resource planning, and resource allocation for the
program years.
(6) Review and analyze all Army capability proposals, and ensuring the overall discipline of the planning,
programming, budgeting, and execution (PPBE) process and management of the programming phase of the PPBE
process.
5. Policy
a. The SOCoE, as the DCS, G–3/5/7 designated MISO force modernization proponent, is the Army’s office of
primary responsibility for ensuring that MISO CF maintain the requisite capabilities to meet their respective doctrinal
mission requirements in support of various Army MISO CF echelons. The DCS, G–3/5/7 ensures that the SOCoE
supports the November 2006 Deputy Secretary of Defense guidance mandating USSOCOM’s retention of
responsibilities for doctrine, capability development, and institutional training for the total Army MISO force.
b. The DCS, G–3/5/7, with coordinated input from the SOCoE and U.S. Army Reserve Command (USARC),
supports a PSYOP branch and MISO force modernization proponent office manning construct that reflects the
composition of the total MISO operating force and its respective doctrinal responsibilities in support of Army
Conventional Force and Special Operations Force requirements.
c. The DCS, G–3/5/7 ensures that the SOCoE utilizes Army doctrine, strategy documents, and participates in
Army forums to capture and/or determine associated MISO doctrine, organizations, training, materiel, leadership and
education, personnel, and facilities - policy requirements, and then pursues change requests and/or materiel
acquisitions to ensure comprehensive MISO CF readiness.
d. HQDA acknowledges and accepts the SOCoE’s utilization of the Special Operations Force Capabilities
Integration and Development Systems (SOFCIDS) and the Special Operations Command Requirements Evaluation
Board (SOCREB), in accordance with approved CJCSI 3170.01I and CJCSI 5123.01G, to validate capability
requirement documents that apply to MISO CF.
e. As prescribed in paragraph 6, the DCS, G–8 ensures that MISO CF capability requirement documents are fully
coordinated within HQDA and with TRADOC (Army Capabilities Integration Center (ARCIC)) to ensure procedural
transparency, prevent duplication of effort, ensure broader Army integration, and to prepare HQDA principal officials
for emerging acquisition and materiel management responsibilities.
f. HQDA will utilize the AROC forum to adopt SOCREB validated MISO CF requirements. AROC adoption
serves as a bridging mechanism to transition USSOCOM validated Army MISO CF requirements to the Army’s
acquisition and materiel management activities, and to compete for POM resources. MISO CF are only authorized to
maintain USSOCOM developed MISO materiel that has been validated at the SOCREB and subsequently adopted by
the AROC.
g. HQDA maintains responsibility for ensuring that MISO CF are properly equipped to provide Joint task force
commanders’ with the requisite MISO capabilities. Inherent to that responsibility is the ASA (ALT’s) requirement to
ensure proper materiel type classification, release, fielding, and IPS. In order to gain efficiencies, ASA (ALT) will
leverage USSOCOM’s existing program management infrastructure for the acquisition of MISO materiel, and will
designate an existing Army acquisition office to conduct direct coordination with USSOCOM, coordinate and
resource new equipment training and fielding, and to facilitate all required Army programmatics pertaining to
4
materiel acquisitions and sustainment. In addition to providing the necessary Army manpower to affect Army
programmatics, ASA (ALT) ensures comprehensive Major Force Program-2 funding, from acquisition through life
cycle sustainment and disposition, for USSOCOM developed MISO materiel approved and validated for MISO CF
utilization. HQDA’s ability to leverage USSOCOM’s program management infrastructure is contingent upon its
provision of requisite manpower and Major Force Program-2 funding support.
h. When ASA (ALT) utilizes USSOCOM’s program management infrastructure to acquire, field, and sustain
MISO materiel, it adopts USSOCOM policies governing these processes. HQDA maintains responsibility for
resourcing and execution of any materiel modifications and testing, not included in the USSOCOM fielding and
deployment release plan. Additionally, HQDA accepts USSOCOM cybersecurity testing procedures and results
associated with obtaining an authority to test, authority to connect, and/or authority to operate, and will resource and
execute any additional requirements, if necessary. When additional assessments and testing are required, the ASA
(ALT)-assigned program management office coordinates with AMC for assistance.
i. Per DODM 4140.68, USSOCOM remains the Primary Inventory Control Activity for MISO materiel acquired
and developed through its program management offices. HQDA becomes the Secondary Inventory Control Activity
for this materiel when it adopts the capability requirement and approves its acquisition for MISO CF utilization. The
DCS, G–4 ensures compliance with the Secondary Inventory Control Activity-related responsibilities per DODM
4140.68.
j. The DCS, G–4 coordinates with AMC for the assignment of a life cycle management command (LCMC) to
execute the developed LCSP. The assigned LCMC will coordinate with and execute MISO materiel sustainment with
the USSOCOM program management office.
6. Procedures
a. The SOCoE adheres to Army strategic documents (including The Army Plan, Army Operating Concept, Army
Strategic Planning Guidance, and Integrated Requirements Prioritization Lists) and participates in Army forums
(including Army Warfighter exercises and Center for Army Lessons Learned forums) in order to plan for, identify,
develop concepts and capabilities, and integrate present and future total Army MISO capability requirements, and
then to assess capability gaps and develop solution options. As the SOCoE explores concepts to address MISO
capability gaps and develops capability requirement documents (initial capabilities documents, capability
development documents, capability production documents) for formal staffing, it coordinates with the USARC Office
of the DCS, G–3/5/7 for feedback on capabilities development proposals to equip MISO CF in support of U.S. Army
Forces Command requirements.
b. Following coordination with the USARC Office of the DCS, G–3/5/7, the SOCoE staffs all Army MISO
capability requirement documents through USSOCOM’s SOFCIDS process.
c. SOFCIDS is ordinarily a closed process that does not inherently facilitate coordination and integration within
the Services. Therefore, the SOCoE coordinates capability requirement documents with TRADOC (ARCIC) and the
DCS, G–8. HQDA, ARCIC, and the SOCoE review all MISO CF requirement documents to ensure comprehensive
integration of capabilities across the Army and to prevent the development of redundant capabilities.
d. Upon completion of coordination with ARCIC and HQDA as well as the SOFCIDS staffing processes, the
SOCoE prepares Army MISO capability requirement documents for validation by the SOCREB. The SOCREB,
similar to the AROC, adjudicates capability requirement documents in order to validate these capabilities as
requirements and subsequently transitions these requirements into the acquisition process and PPBE system. The
DCS, G–3/5/7 and DCS, G–8 provide representation to participate in the SOCREB validation process for Army
MISO CF capabilities in order to capture the SOCREB’s decision and facilitate the subsequent coordination between
the Army staff and ASA (ALT) for acquisition, materiel release, fielding, and IPS resource requirements.
e. Following SOCREB validation, the SOCoE staffs capability requirement documents through the AROC for
formal Army approval. During this process, ASA (ALT) and the DCS, G–8 utilize SOCoE-developed BOIP feeder
data as well as cost data found in the capability production document (provided by the SOCoE through coordination
with USSOCOM and the ASA (ALT)-assigned program management offices) to determine its acquisition and
sustainment plan and to inform the Army POM.
f. Upon Army adoption of MISO capability requirements, the ASA (ALT)-assigned program management office
executes the Army approved materiel acquisition plan through USSOCOM’s established program management
office.
DA Memo 5–5
5
(1) When HQDA utilizes USSOCOM’s program management infrastructure to execute acquisition, materiel
release, fielding, and sustainment, it defers to and accepts associated USSOCOM policies and procedures.
(2) HQDA utilization of USSOCOM program management infrastructure is contingent upon necessary
resourcing (funding and manpower) to accomplish comprehensive materiel acquisition management.
g. The ASA (ALT)-assigned program management office executes the following:
(1) Coordinates routinely with the USSOCOM program management office and the Department of the Army
systems coordinator to capture and share cost, schedule, and performance data.
(2) Ensures the development and proper execution of the LCSP. As necessary it leverages its organic
comptroller and contracting support to generate and implement task orders on existing USSOCOM LCSP contracts.
(3) Coordinates with the SOCoE and USARC for new equipment training, fielding, sustainment, and
disposition.
h. In accordance with the LCSP, the ASA (ALT)-assigned program management office will coordinate with the
DCS, G–4 and AMC to generate and execute MISO materiel disposition instructions for USARC units.
6
Appendix A
References
Section I
Required Publications
AR 5–22
The Army Force Modernization Proponent System (Cited in para 4c(2).)
CJCSI 3170.01I
Joint Capabilities Integration and Development System (JCIDS) (Cited in para 5d.) (Available at
http://www.dtic.mil/cjcs_directives/cjcs/instructions.htm.)
CJCSI 5123.01G
Charter of the Joint Requirements Oversight Council (JROC) (Cited in para 5d.) (Available at
http://www.dtic.mil/cjcs_directives/cjcs/instructions.htm.)
Section II
Related publications
A related publication is a source of additional information. The user does not have to read it to understand this
publication. Unless otherwise indicated, Department of the Army publications are available on the Army Publishing
Directorate Web site (http://armypubs.army.mil).
AD 2012–08
Army Total Force Policy
AR 25–1
Army Information Technology
AR 70–1
Army Acquisition Policy
AR 71–9
Warfighting Capabilities Determination
AR 71–32
Force Development and Documentation
AR 700–127
Integrated Product Support
AR 700–142
Type Classification, Materiel Release, Fielding, and Transfer
ATP 3–53.1
Military Information in Special Operations
ATP 3–53.2
Military Information in Conventional Operations
DODD 5000.01
The Defense Acquisition System
DODM 4140.68
Integrated Materiel Management of Non-consumable Items
FM 3–53
Military Information Support Operations
JP 3–13.2
Military Information Support Operations (Available at http://dtic.mil/doctrine/new_pubs/jointpub_operations.htm.)
DA Memo 5–5
7
10 USC 167
Unified combatant command for special operations forces (Available at http://uscode.house.gov/.)
Section III
Prescribed Forms
This section contains no entries.
Section IV
Referenced Forms
This section contains no entries.
8
Glossary
Section I
Abbreviations
AD
Army directive
AMC
Army Materiel Command
AR
Army Regulation
ARCIC
Army Capabilities Integration Center
AROC
Army Requirements Oversight Council
ASA (ALT)
Assistant Secretary of the Army (Acquisition, Logistics, and Technology)
ASA (FM&C)
Assistant Secretary of the Army (Financial Management and Comptroller)
ASA (M&RA)
Assistant Secretary of the Army (Manpower and Reserve Affairs)
ATP
Army Techniques Publication
BOIP
basis of issue plan
CJCSI
Chairman of the Joint Chiefs of Staff Instruction
DCS
Deputy Chief of Staff
FM
field manual
HQDA
Headquarters, Department of the Army
IPS
integrated product support
LCMC
life cycle management command
LCSP
life cycle sustainment plan
MISO
Military Information Support Operations
MISO CF
Military Information Support Operations Conventional Forces
POM
program objective memorandum
DA Memo 5–5
9
PPBE
planning, programming, budgeting, and execution
PSYOP
psychological operations
SOCoE
Special Operations Center of Excellence
SOCREB
Special Operations Command Requirements Evaluation Board
SOFCIDS
Special Operations Force Capabilities Integration and Development System
TRADOC
U.S. Army Training and Doctrine Command
USARC
U.S. Army Reserve Command
USC
United States Code
USSOCOM
U.S. Special Operations Command
Section II
Terms
This section contains no entries.
Section III
Special Abbreviations and Terms
This section contains no entries.
Distribution:
This publication is available in electronic media only and is intended for HQDA and its field operating agencies. 

Monday, October 24, 2016

ARMY DIR 2016-33 SPECIAL BOARD REVIEW OF APPROVED QUALITATIVE MANAGEMENT PROGRAM BOARD RECOMMENDATIONS

https://armypubs.army.mil/epubs/DR_pubs/DR_a/pdf/web/ARN4182_AD2016-33_Final.pdf

MEMORANDUM FOR SEE DISTRIBUTION
SUBJECT: Army Directive 2016-33 (Special Board Review of Approved Qualitative
Management Program Board Recommendations)
1. References:
a. Title 10, U.S. Code, section 1558 (10 U.S.C. § 1558) (Review of actions of
selection boards: correction of military records by special boards; judicial review).
b. Action Memo, Under Secretary of Defense (Personnel and Readiness),
November 4, 2002, subject: Implementation of Section 503 of FY02 NDAA (Approved
19 December 2002).
c. Army Directive 2014-06 (Qualitative Management Program), 10 April 2014.
d. Army Regulation (AR) 15-185 (Army Board for Correction of Military Records),
31 March 2006.
e. AR 635-200 (Active Duty Enlisted Administrative Separations), 6 June 2005,
Including Rapid Action Revision No. 3 Issued 6 September 2011.
2. The Army Board for Correction of Military Records is designated as a special board
pursuant to 10 U.S.C. § 1558(b)(1)(B). This designation is limited to cases in which
noncommissioned officers have been selected for involuntary separation under the
Army’s Qualitative Management Program (QMP). This designation of the special board
for review of QMP selection board decisions is an exercise of the discretion reserved in
reference 1b to the Secretary of the Army to grant a special board.
3. Noncommissioned officers who have been selected for separation by a QMP
selection board may request special board review after they have obtained final action
on their appeal in accordance with Army Directive 2014-06 and AR 635-200.
4. To apply for special board review, applicants will use the procedures prescribed in
AR 15-185. An application for special board review will not delay the Director of Military
Personnel Management’s final action on a QMP selection board’s recommendations.
5. The Assistant Secretary of the Army (Manpower and Reserve Affairs) (ASA (M&RA))
is the proponent and exception authority for this policy and will issue an Armywide
message to inform the force of the guidance in this directive.
S E C R E T A R Y O F T H E A R M Y
W A S H I N G T O N
SUBJECT: Army Directive 2016-33 (Special Board Review of Approved Qualitative
Management Program Board Recommendations)
2
6. In addition to the QMP special board, the ASA (M&RA) will develop and staff long-
term policy to implement 10 U.S.C. § 1558 for all selection boards subject to the statute.
The policy will include the circumstances under which a special board may be provided
and time limits applicable to filing an application for such consideration. The long-term
policy will be submitted to the Secretary of Defense for approval as required by
10 U.S.C. § 1558 before taking effect.
7. The ASA (M&RA) will include the provisions of this directive and the implementing
policy in the next revision of AR 15-185. This directive is rescinded upon publication of
these implementing regulations.
Eric K. Fanning
DISTRIBUTION:
Principal Officials of Headquarters, Department of the Army
Commander
U.S. Army Forces Command
U.S. Army Training and Doctrine Command
U.S. Army Materiel Command
U.S. Army Pacific
U.S. Army Europe
U.S. Army Central
U.S. Army North
U.S. Army South
U.S. Army Africa/Southern European Task Force
U.S. Army Special Operations Command
Military Surface Deployment and Distribution Command
U.S. Army Space and Missile Defense Command/Army Strategic Command
U.S. Army Cyber Command
U.S. Army Medical Command
U.S. Army Intelligence and Security Command
U.S. Army Criminal Investigation Command
U.S. Army Corps of Engineers
U.S. Army Military District of Washington
U.S. Army Test and Evaluation Command
U.S. Army Installation Management Command
Superintendent, United States Military Academy
Director, U.S. Army Acquisition Support Center
(CONT)
SUBJECT: Army Directive 2016-33 (Special Board Review of Approved Qualitative
Management Program Board Recommendations)
3
DISTRIBUTION: (CONT)
Executive Director, Arlington National Cemetery
Commander, U.S. Army Accessions Support Brigade
Commandant, U.S. Army War College
Commander, Second Army
CF:
Director, Army National Guard
Director of Business Transformation
Commander, Eighth Army