Army Personal Recommendation Memorandum

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FY24BOPCatalogAPPROVEDv20230406.pdf

FY24 Broadening Opportunity Program Catalog

BOP Management:

Advanced Education Programs Branch Leader Development Division (LDD), Officer Personnel Management Directorate, U.S. Army, Human Resources Command Date Approved: 22 MARCH 2023

SUMMARY of CHANGE

Broadening Opportunity Program (BOP) Catalog

This major revision, dated -

• Updates the BOP Suspense dates to Apply

• Adds requirement to submit evaluation reports with BOP application

• Clarifies the BOPs which qualify for ILE/AOC Credentialing

• Harvard Strategist Program adds pilot program for Infantry and Armor Officers

• Olmsted Scholar changes branch eligibility

• Updates Name change for JCS/OSD/ARSTAF Internship to GEN Omar N. Bradley JCS/OSD/ARSTAF Fellowship

Contents (Listed by paragraph and page number)

Chapter 1 Suspense Dates To Apply, page 1

Chapter 2 General Guidance, page 2 Evaluation Reports • 2-10 Intermediate Leadership Education (ILE) AOC Credentials • 2-11

Chapter 3 Artificial Intelligence Scholar Program, page 3

Program Description • 3-1 Selection Process • 3-2 Scholarship Tenure/Location • 3-3 Obligation Incurred • 3-4 Eligibility Criteria • 3-5 How to Apply • 3-6

Chapter 4 Army Congressional Fellowship, page 6

Program Description • 4-1 Selection Process • 4-2 Fellowship Tenure/Location • 4-3 Obligation Incurred • 4-4 Eligibility Criteria • 4-5 How to Apply • 4-6

Chapter 5 Asia- Pacific Center for Security Studies Fellowship, page 11 Program Description • 5-1 Selection Process • 5-2 Obligation Incurred • 5-3 Fellowship Tenure/Location • 5-4 Eligibility Criteria • 5-5 How to Apply • 5-6

Chapter 6 Association of the U.S. Army (AUSA) Fellowship, page 13 Program Description • 6-1 Selection Process • 6-2 Obligation Incurred • 6-3 Fellowship Tenure/Location • 6-4 Eligibility Criteria • 6-5 How to Apply • 6-6

Chapter 7 CGSC Interagency Broadening Fellowship, page 14

Program Description • 7-1 Selection Process • 7-3 Obligations • 7-4 Broadening Fellowship Tenure/Location • 7-5 Eligibility Criteria • 7-6

Contents—Continued

How to Apply • 7-7

Chapter 8 CGSC Interagency Broadening Chaplain Corps State Department Fellowship, page 17

Program Description • 8-1 Selection Process • 8-2 Obligation Incurred • 8-3 Broadening Fellowship Tenure/Location • 8-4 Eligibility Criteria • 8-5 How to Apply • 8-6

Chapter 9 General (R) Wayne A. Downing Scholarship, page 19

Program Description • 9-1 Selection Process • 9-3 Scholarship Tenure/Location • 9-4 Obligation Incurred • 9-5 Eligibility Criteria • 9-6 How to Apply • 9-7

Chapter 10

George C. Marshall European Center for Security Studies Fellowship, page 22 Program Description • 10-1 Selection Process • 10-2 Obligation Incurred • 10-3 Fellowship Tenure/Location • 10-4 Eligibility Criteria • 10-5 How to Apply • 10-6

Chapter 11 Harvard Strategist Program, page 24

Program Description • 11-1 Selection Process • 11-2 Obligation Incurred • 11-3 Scholarship Tenure/Location • 11-4 Eligibility Criteria • 11-5 How to Apply • 11-6

Chapter 12 GEN Omar N. Bradley JCS/OSD/ARSTAF Fellowship, page 28

Program Description • 12-1 Selection Process • 12-2 Scholarship Tenure/Location • 12-3 Obligation Incurred • 12-4 Eligibility Criteria • 12-5 How to Apply • 12-6

Chapter 13

MG James M. Wright MBA Program, page 30 Program Description • 13-1

Contents—Continued

Selection Process • 13-2 Tenure/Location • 13-3 Obligation Incurred • 13-4 Eligibility Criteria • 13-5 How to Apply • 13-6

Chapter 14 Olmsted Scholar Program, page 34

Program Description • 14-1 Selection Process • 14-2 Scholarship Tenure/Location • 14-3 Obligation Incurred • 14-4 Eligibility Criteria • 14-5 How to Apply • 14-6

Chapter 15 Purdue University Military Research Initiative (PRMI) Scholarship, page 36 Program Description • 15-1 Selection Process • 15-2 Tenure/Location • 15-3 Obligation Incurred • 15-4 Eligibility Criteria • 15-5 How to Apply • 15-6

Chapter 16 RAND Arroyo Fellowship, page 38 Program Description • 16-1

Selection Process • 16-2 Obligation Incurred • 16-3 Fellowship Tenure/Location • 16-4 Eligibility Criteria • 16-5 How to Apply • 16-6

Chapter 17 SECDEF Strategic Thinkers Program, page 40

Program Description • 17-1 Selection Process • 17-2 Obligation Incurred • 17-3 Fellowship Tenure/Location • 17-4 Eligibility Criteria • 17-5 How to Apply • 17-6

Chapter 18 White House Fellowship, page 43 Program Description • 18-1 Selection Process • 18-2 Fellowship Tenure/Location • 18-3 Obligation Incurred • 18-4

Eligibility Criteria • 18-5 How to Apply • 18-6

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Chapter 1 Suspense Dates to Apply

Application Suspense Date

Program

HRC Selection Panel Dates Eligible to Apply

28 July 2023 Asia-Pacific Center for Security Studies Fellowship

12 – 15 Sep 2023 RC-AGR/MAJ/LTC

Association of the U.S. Army (AUSA) Fellowship

12 – 15 Sep 2023 AC/RC-AGR/MAJ/LTC

CGSC Interagency Broadening Fellowship

12 – 15 Sep 2023 AC/RC-AGR/ARNG/MAJ/LTC

George C. Marshall European Center for Security Studies Fellowship

12 – 15 Sep 2023 RC-AGR/MAJ/LTC

MG James M. Wright, MBA Program

12 – 15 Sep 2023 AC/CPT/MAJ

Olmsted Scholar Program 12 – 15 Sep 2023 AC/CPT/MAJ

Purdue University Military Research Initiative (PMRI)

12 – 15 Sep 2023 AC/CPT/MAJ

Rand Arroyo Center Fellowship NA AC/RC-AGR/MAJ/LTC

SecDef Strategic Thinkers Program 12 – 15 Sep 2023

All Components MAJ/LTC

Army Futures Command, Artificial Intelligence Scholar Program

12 – 15 Sep 2023 AC/1LT/CPT

2 Oct 2023 White House Fellowship NA All Components CPT- LTC, All WOs and NCOs

25 Mar 2024 Congressional Fellowship 07 – 10 May 2024 AC/RC/ARNG/WO/CPT/MAJ/ E8/E9

Gen Wayne A. Downing Scholarship 07 – 10 May 2024 AC/CPT/MAJ

GEN Omar N. Bradley JCS/OSD/ARSTAF Internship

07 – 10 May 2024 AC/CPT

12 April 2024 Harvard Strategist Program NA AC/RC/CPT/Jr MAJ

KEY: *AC = Active Component or Regular Army *RC-AGR = Reserve Component Active

Guard Reserve *RC = Reserve (IMA/IRR/AGR/TPU)

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Chapter 2 General Guidance

2-1. You are not eligible to compete if: a. You are a current student. b. You will be a student during the time your requested program is in session.

c. You owe or will not complete an incurred utilization assignment by the start of your requested BOP.

d. You were selected and did attend a BOP within the last ten years (does not include DARPA or the HQDA Strategic Seminars or The Training With Industry Program).

e. Currently on PCS orders with a report date prior to or within two months after the “on or about” selection panel date.

2-2. Applicants are responsible to update their IPERMs account; official record and photo.

2-3. All college/university transcripts must be uploaded to IPERMs not later than the suspense date of your requested BOP. Evaluations, not uploaded to IPERMS, will not be accepted.

2-4. The application for each program that you are applying for must be submitted in one “Portable Document Format" (PDF) attachment. The PDF application file size may not be larger than 10000KB and all documents must be in black and white, not color. Do not attach PDF’s inside of PDF’s (portfolio format). Applications received in PDF portfolio format or larger than 10000KB will be returned without action until the application is resubmitted in the correct format. Applicants approved by their HRC Career Branch to compete will receive an email with instructions on how to submit your required application source documents to the BOP Manager in “.pdf” format. RC Officers must indicate RC-AGR, RC-TPU, RC- IMA, or RC-IRR on their application (if applicable).

2-5. Noncommissioned Officers: If you are applying for more than one program, use one DA Form 4187 (Personnel Action) and list the programs in order of preference.

2-6. Commissioned / Warrant Officers must use the “Commissioned Officer Broadening Opportunity Application”, listed at https://www.hrc.army.mil/bop. (NOTE: Some programs do not allow applying for other programs, please review the guidance for each program before submitting your request.)

2-7. Only the programs listed in this catalog will be considered.

2-8. Documents received after the suspense date will not be accepted or included into your application packet. Any application packet that is not complete, as defined in this catalog, will be returned to candidate and may result in missing the submission suspense date and not being considered.

2-9. If selected, non-Active Guard Reserve service members may not be accessed into AGR status, The only exceptions are the Army Congressional Fellowship and Harvard Strategist Programs. Instead non-AGR service members may serve in their current status and placed on Active Duty Operational Support – Reserve Component (ADOS-RC) while in the program. Funding provided by the U.S. Army Reserve Command (USARC). See individual programs for details.

2-10. Evaluation Reports and transcripts. At a minimum (unless otherwise stated), applicants must submit the last five copies of their evaluation reports and college transcripts with their BOP application.

2-11. ILE. SEC ARMY issued a memorandum that rescinded Army Directive 2019-19 which removed AOC. The following Broadening Opportunity Programs (BOP) are AOC credentialing.

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Participating in these programs, makes you ineligible to attend resident CGSC: a. JCS/OSD/ARSTAF Internship Program b. Army Congressional Fellowship Program c. Olmsted Scholar Program d. General Wayne A. Downing Scholarship Program e. MG James M. Wright MBA Program f. Harvard Strategist - meets the IQC credentialing requirement for FA59 only

2-12. Letters of Recommendation. One letter of recommendation must be from a current BN

or BDE Commander.

2-13. Funded Programs. Officers will be required to maintain a grade of B or better in every class. Personnel who fail to maintain a grade of B will receive a memorandum for record from the applicable training agency. Grades lower than a B will be reason for disenrollment from their program, termination of the officer’s attendance at the school and recoupment of the money spent to date for the officer.

Chapter 3 Artificial Intelligence Scholar Program

3-1. Program Description

a. The Artificial Army Artificial Intelligence Integration Center (AI2C) offers two scholarship programs (PhD and Graduate). The Artificial Intelligence Scholar Program PhD Program is a competitive, 36-month PhD program at Carnegie Mellon University (CMU) for Active Component officers. The program also requires officers to serve a three-year follow-on utilization tour assignment in the Army Artificial Intelligence Integration Center (AI2C). The program produces officers who possess the knowledge, skills, and business process expertise needed to leverage artificial Intelligence applications to deliver AI solutions at speed enabling Army missions.

b. The Artificial Intelligence Scholar Graduate Degree Program is a highly competitive, 22- month graduate degree program for Active Component officers focused primarily on senior first lieutenants and junior captains. The program also requires officers to serve a two-year follow-on utilization tour assignment in the Army Artificial Intelligence Integration Center (AI2C). The program provides selected officers opportunities for one of three graduate degree opportunities: Data Engineering, Data Analytics, or Autonomous System Engineering. AI2C’s Academic Success Assessment will determine course discipline. The Artificial Intelligence Scholar Program (AISP) produces officers who possess the knowledge, skills, and business process expertise needed to leverage artificial Intelligence applications to deliver AI solutions at speed enabling Army missions.

c. For more information on the Master Programs and the prerequisites for the programs please go to:

(1) Master of Information Systems Management with a concentration in Business Intelligence and Data Analytics (MISM-BIDA). Located at Heinz College: https://www.heinz.cmu.edu/programs/information-systems-management-master/16-month

(2) Master of Computational Data Science (MCDS). Located at the School of Computer Science (SCS) at Carnegie Mellon: https://mcds.cs.cmu.edu.

(3) Master in Data Engineering at University of Wisconsin-Madison https://www.cs.wisc.edu/ms-data-engineering.

3-2. Selection Process a. The U.S. Army Human Resources Command (HRC), Fort Knox, KY will forward the

names and applications of the officers that are approved to compete for this program to the Army Futures Command (AFC) Proponent Manager, Artificial Intelligence Integration Center o/a 29 September 2023. The AFC Proponent Manager convenes a selection panel and recommends an

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order-of-merit list for the Carnegie Mellon University Academic Success Assessment IOT determine candidate admissibility to AISP institutions. The AI2C Director approves final selections of up to 30 scholars for the Graduate Degree Program and three scholars for the PhD Program.

b. Candidates are notified of their tentative selection, o/a 31 October 2023. c. Once the candidates have received official acceptance to Carnegie Mellon University and

their ACS packet has been processed, HRC will coordinate with the officers to initiate assignment to the program for the subsequent academic year IAW the associated assignment cycle timeline to ensure that requirements are identified in the Marketplace to support strength management.

3-3. Scholarship Tenure/Location

a. Officers will be assigned to the U.S. Army Student Detachment, Fort Jackson, SC with duty at the Carnegie Mellon University, Pittsburgh, PA or University Wisconsin-Madison, Madison, WI.

b. The Artificial Intelligence Scholar Graduate Degree Program begins July 2024 with completion approximately 22 months thereafter (early May 2026).

c. The Artificial Intelligence Scholar Program PhD Program begins July 2024 with completion approximately 36 months thereafter (early May 2027).

3-4. Obligations Incurred

a. Officers incur a three-for-one active-duty service obligation (ADSO) computed in days, for each day in this program, approximately nine years. This ADSO is served consecutively with other ADSOs.

b. Following graduation, officers will serve an immediate 3-year (36-month minimum) utilization for the PhD program or a 2-year (24 month) utilization for the Graduate Degree at the Army’s Artificial Intelligence Integration Center (AI2C, Pittsburgh, PA).

3-5. Eligibility Criteria

a. Be an Active Component Promotable First Lieutenant or junior Captain (DOR 01 July 2021 or later) of the following basic branches: Air Defense, Adjutant General, Armor, Aviation, Chemical, Cyber, Engineer, Field Artillery, Finance, Infantry, Logistics, Military Intelligence, Military Police, Signal, Civil Affairs, PSYOPs, and Special Forces.

b. Have demonstrated superior performance and have strong potential for future military service, including potential selection for leadership or command positions as indicated by the most recent officer evaluation reports.

c. Meet Army height and weight requirements.

d. Have no adverse actions pending, not at risk for promotion or passed over for promotion to the next grade.

e. Able to complete full scholarship and utilization assignment without any interruptions. f. Demonstrate and serve as an example of the “Warrior Ethos”.

g. Preferred: Have taken the graduate record exam (GRE) or graduate management admission test (GMAT) within five years from September 2024, even if officer has a graduate degree.

h. Have a baccalaureate degree grade point average of 3.0 or better, i. Not have a graduate degree paid for by the U.S. Army. This means the tuition and fees were

solely funded by the U.S. Government. Degrees funded through Tuition Assistance (TA), Degree Completion; Cooperative Degree; Intermediate Level Education; GI Bill; or Commissioning Programs do not apply.

j. Not be competing for any other Army-sponsored program, fellowship, or scholarship, until selection is made.

k. Must not have been selected for and participated in any of the broadening opportunity programs, listed at https://www.hrc.army.mil/bop, within the last ten years. This does not include the Defense Advanced Research Projects Agency (DARPA) or the HQDA Strategic Broadening Seminars Programs.

3-6. How to Apply

a. Not later than 28 July 2023 email the following to usarmy.knox.hrc.mbx.opmd-

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[email protected] in one “Portable Document Format” (PDF) attachment. Do not attach PDF’s inside of PDF’s (portfolio format). Subject title of email “Request to Compete for the FY 2024 Artificial Intelligence Scholar Program.” Include the following documents in your PDF:

(1) The Commissioned Officer Broadening Opportunity Application. (Go to https://www.hrc.army.mil/bop or the attachment section of this catalog for form)

(2) Most current DA Form 705 (ACFT) and DA Form 5500 (Body Fat Content), if applicable.

(3) Copy of last five Officer Evaluation Reports (DA Form 67-10-1 or 2, DA Form 1059-1) (4) Copy of “official” GRE scores or “official” GMAT scores. (5) Copy of all transcripts for undergraduate and graduate courses completed.

(6) Resume (Regular Army Officers): Complete and submit (with your application) the Assignment Interactive Module (AIM). (Go to https://www.hrc.army.mil/bop, or the attachment section of this catalog for this form.)

(7) Academic letters of recommendation (LOR) (any format): A maximum of two. One LOR must be from the current battalion or brigade commander. Address to "President of the Selection Panel." (Suggestion: if you are applying for more than one program have the recommender recommend you for "Any Broadening Opportunity Program" instead of a specific program). Academic letters of recommendation may come from current professor or PhD in the field associated with this program.

(8) Memorandum for Record with the following information (any format): grade, name, last four of your SSN, baccalaureate degree GPA, graduate degree GPA (if applicable), GRE scores (verbal/quantitative/analytical), and the following statement: “I understand that if I am selected for an Artificial Intelligence Scholarship, I will incur an active duty service obligation (ADSO) of three days for each day I am in my program and I understand that this ADSO is served consecutively with other ADSOs. I also understand I will be obligated to serve an immediate two-year utilization determined by Army Futures Command. I authorize the U.S. Army Human Resources Command to release all documents to anyone who may require them in connection with my nomination and or selection to a broadening opportunity program. I understand I will not be allowed to participate in the Voluntary Transfer Incentive Program (VTIP) while I am in this program or during the 24-month utilization assignment”.

b. Your nomination will be reviewed by your career branch and HRC, Leader Development Division (OPL-C) for eligibility, availability and derogatory information.

3-7. Timeline

a. Last day to submit request to compete to HRC (OPL-C): 28 July 2023.

b. AI2C conducts Academic Success Assessment and notifies HRC of finalized list of cohort scholars. c. HRC notifies candidates and AFC POC of the HRC Selection Panel results and confirms

candidate acceptance o/a 13 October 2023. d. Students will arrive in Pittsburgh, PA o/a 01 June 2024. This time will be spent to orient to the city and get settled before classes start. e. Required CMU orientation for Army Students: 7 July 2024. f. Required prerequisite course on campus begins: 10 July 2024 – 11 August 2024.

3-8. Points of Contact

a. AFC, Jacqueline M. Coffman, Workforce Development, AI2C, at [email protected], or AFC, AI2C, Director, Non-Materiel Requirements Development, Mr. Mark A. Phillips at [email protected] or usarmy.pittsburgh- [email protected]

b. HRC: Mr. Kenneth Mackey at [email protected] or [email protected]

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Chapter 4

Army Congressional Fellowship

4-1. Program Description Overview. The Army Congressional Fellowship Program is a 44-month program which

includes pursuit of a Master of Professional Studies (MPS) Degree in Legislative Affairs at George Washington University, service as a Fellow for a Member of Congress, and utilization on the Army Staff in a congressional-related duty position. The program seeks service members who have demonstrated outstanding promotion potential. Officers, warrant officers and senior noncommissioned officers looking for a fast-paced and exciting broadening opportunity are encouraged to apply for the Army Congressional Fellowship Program.

Commanders and supervisors are also encouraged to submit their best candidates for this prestigious opportunity based on the outstanding potential and aptitude for service in the Congressional environment.

a. Purpose. The Army Congressional Fellowship Program has four purposes:

(1) Provide outstanding service members with strong promotion potential an opportunity to learn and understand the importance of the strategic relationships between the Army and Congress

(2) Expose Congressional Members and staff to quality Army leaders who, as Army fellows working in their offices, help them understand the Army as an institution.

(3) Develop a cohort of Army Leaders who can be immediately assigned to Legislative Liaison duties within HQDA [Office of the Chief Legislative Liaison (OCLL) and Assistant Secretary of the Army for Financial Management and Comptroller (ASA-FM&C)], National Guard Bureau - Legislative Liaison (NGB-LL), and Office of the Chief of Army Reserve Legislative Affairs Division (OCAR-LAD).

(4) Develop a pool of officers, warrant officers and senior noncommissioned officers for potential future utilization in the field of legislative liaison.

b. Orientation and Academics. Selected participants begin the fellowship with an orientation program, which prepares Fellows for academics and familiarizes them to OCLL. The academic portion begins with a 2nd Spring term of study at George Washington University (GWU). The GWU Master of Professional Studies (MPS) in Legislative Affairs consists of an 11- course program focused on Congress. The curriculum exposes students to all aspects of the congressional experience. Congressional staffers comprise the large majority of students in the program, which offers Army fellows a unique opportunity to network with others working on Capitol Hill and in the legislative arena. Fellows enroll in core courses and electives in the spring and graduate at the end of the fall tern 2025. Fellows take elective courses in areas of their choosing, pursue independent study opportunities, and complete comprehensive exams earning a MPS Degree in Legislative Affairs in spring 2026. Fellows may be awarded transfer credit for Army PME and courses completed that have not contributed to a Master’s Degree, at the discretion of GWU.

c. The Capitol Hill experience. In January 2026, fellows begin their assignment on Capitol Hill by serving on the personal staff of a Member of Congress. Fellows are typically given responsibility for drafting legislation, preparing and staffing the Member for congressional hearings, writing speeches, drafting floor statements, handling defense-related constituent issues, and briefing Members of Congress prior to committee meetings and floor debate. The Capitol Hill experience ends in December 2026.

d. Utilization Assignment Fellows will immediately serve a 24-month utilization assignment upon completion of time served in a Member’s office. Fellows will be placed in either OCLL SAFM-BUL, NGB-LA, or OCAR-LAD. All assignments are approved by the Chief Legislative Liaison IAW AR 1-202.

e. Summary of timeline: April 2025 - graduate school; December 2025 Graduate GWU; Jan 2026 -service on Capitol Hill; December 2026 - end service on Capitol Hill and transition to ARSTAF;

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4-2. Selection Process

a. The U.S. Army Human Resources Command (HRC), Fort Knox, KY Fiscal Year 2026 Army Congressional Fellowship Selection Panel will convene 7-10 May 2024 to select candidates to present to the Chief, Legislative Affairs for final selection of Fellows.

b. Applicants will be notified of the HRC Selection Panel nomination results o/a 14 June 2024.

c. The Office of the Chief Legislative Liaison (OCLL) will hold a secondary panel and select primary and alternate selections for the program. Once applicants have been officially notified, they must submit an application to George Washington University (GWU) for admission. Once applicants have been officially accepted to GWU and their ACS packet has been processed, HRC will coordinate with the officers to initiate assignment into the program o/a 18 December 2024.

4-3. Fellowship Tenure/Location

a. During the academic and fellowship portions of the program, Active Component and US Army Reserve Fellows will be assigned to the U.S. Army Student Detachment, Fort Jackson, SC. Army National Guard Fellows will be assigned to the National Guard Bureau, Arlington, VA. b. All fellows will be attached to OCLL, Washington, DC as Congressional Fellows.

c. The fellowship begins in April 2025 and completes December 2026. Military fellows will serve an immediate twenty-four month utilization tour through December 2028.

4-4. Obligations Incurred

a. Immediately following the fellowship, military fellows are required to complete a 24 month utilization tour. Once accepted, fellows cannot compete for any other broadening opportunity or special mission unit assignments during the duration of the fellowship program and utilization tour.

b. All Service Members participating in this program incur two separate active duty service obligations (ADSOs) in the U.S. Army. ADSOs will be three times the length of the period, computed in days, for each day served in this program. One ADSO will be from pursing a graduate degree and the second ADSO will be from participating in the Congressional Fellowship Program on Capitol Hill, approximately a combined four year ADSO. Both ADSOs will be served concurrently with each other but will be served consecutively with other civilian ADSOs.

4-5. Eligibility Criteria (Waivers for this criteria are not permitted) a. Active Component Officers: (1) Captains must be from year groups 2014 through 2018. (2) KD Complete Majors must be from year groups 2011 through 2013.

(3) Majors must have combat or overseas operational tour experience. (4) Must successfully be 'Key Development Assignment' complete IAW DA Pam 600-3 and

MOS requirements for current grade. (5) Not have a graduate degree paid for by the U.S. Army. This means the tuition and fees

were solely funded by the U.S. Government. Degrees funded through Tuition Assistance (TA), Degree Completion; Cooperative Degree; Intermediate Level Education; GI Bill; or Commissioning Programs do not apply.

(6) Meet the additional criteria in paragraph 4-5(f).

b. Reserve Component Officers: (1) Be in an Active Guard Reserve (AGR); Individual Mobilization Augmentee (IMA);

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Individual Ready Reserve (IRR); or Troop Program Unit (TPU) status. Non-AGR Officers will be accessed into AGR status following selection into program.

(2) Have a Basic Active Service Date (BASD) of 1 July 2011 or later. (3) Have a Mandatory Retirement Date (MRD) of 1 July 2033 or later.

(4) Hold the rank of captain or major. Majors must not have more than four years-time-in- grade as of May 2024.

(5) Must have successfully completed at least one "Key Developmental Assignment" IAW DA Pam 600-3, for current grade prior to the start of the program.

(6) Meet the additional criteria in paragraph 4-5(f).

c. ARNG Component Officers:

(1) Hold the rank of captain or major. Majors must not have more than four years-time-in grade as of May 2025.

(2) Captains must have completed Company Command prior to the start of the program. Majors must have not have more than four years time-in-grade as of May 2025.

(3) Title 32 AGR and Traditional Drilling (M-Day) soldiers may apply to the program if the Adjutant General (TAG) provides an approved and signed TAG release memorandum with the application packet.

d. Noncommissioned Officers (NCO): (1) May be Active Component, Reserve Component, or National Guard. (2) Hold the rank of First Sergeant (1SG)/Master Sergeant (MSG) (E-8) or Command

Sergeant Major (CSM)/Sergeant Major (SGM) (E-9). (3) 1SG/MSG applicants must have a DOR of 1 May 2023 or earlier.

(4) CSM/SGM applicants must be able to complete the entire program to include utilization prior to their Mandatory Retirement Date. Utilization ends on 31 Dec 2028.

(5) 1SG/MSG applicants selected for promotion to SGM while in the fellowship program will not attend the NCO Leadership Center of Excellence Resident Course but will be enrolled in the non- resident course.

(6) All applicants must have completed all requisite levels of NCOES for their rank to include their distributed leader course.

(7) Applicants are still eligible for consideration under the qualitative service and qualitative management program.

(8) Meet the additional criteria in paragraph 4-5(f), e. Active Component Warrant Officers: (1) Must be an active component Chief Warrant Officer Three (CW3) (2) Must have a DOR NLT 1 May 2024 or earlier than 1 May 2022.

(3) Must have combat or overseas operational tour experience. (4) Must have successfully completed Warrant Officer Intermediate Level Education Not later than April 2024. (5) Must have successfully completed at least one “Key Developmental Assignment” IAW DA

Pam 600-3, for current grade. (6) Have concurrence from their Branch Manager / Career Coach to compete for this

program. f. All Applicants:

(1) Must not have been selected for and participated in any of the broadening opportunity

programs, listed at https://www.hrc.army.mil/bop, within the last ten years. This does not include

the Defense Advanced Research Projects Agency (DARPA) or the HQDA Strategic Broadening

Seminars Programs.

(2) CPTs must have successfully completed the Captains Career Course, not later than April 2024.

(3) MAJs must have successfully completed Intermediate Level Education, not later than April 2024.

(4) Possess a bachelor's degree from an accredited institution. Candidates with an undergraduate GPA below 2.8 who do not have a graduate degree or a juris

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doctorate must also complete the Graduate Record Exam (GRE) or the Graduate Management Admission Test (GMAT).

(5) Meet army height and weight requirements and be in excellent physical condition. (6) Must not be pending any adverse actions or be at risk for promotion (i.e. SELCON or

previous non-select). (7) Have extraordinary potential for future Army service. (8) Have interpersonal skills and the ability to interact and form relationships with individuals

from diverse backgrounds. (9) Be able to complete the full fellowship program without interruption. (10) Be able to serve/complete a twenty-four month utilization assignment immediately

following the fellowship without interruption. (11) Must possess or have the ability to obtain a Top Secret/Sensitive Compartmented

Information (TS/SCI) security clearance prior to beginning the fellowship. (12) Be able to begin the fellowship on or about 01 May 2025.

4-6. How to apply The submission requirements, in paragraphs “A” and “B” below are for the Active Component (AC) officers/warrant officers and Army Reserve Component (RC) officers. Army National Guard (ARNG) candidates please go to paragraph 4-7 for additional instructions. AC Officers submit your application to usarmy.knox.hrc.mbx.opmd- [email protected]

RC Officers (TPU) submit your application to [email protected] RC Officers (IMA/IRR/AGR) submit your application to usarmy.knox.hrc.mbx.rpmd-omd- [email protected]; Noncommissioned Officers, submit your application to [email protected].

a. Not later than 25 March 2024, email your application as one “Portable Document Format” (PDF) attachment. Do not attach PDF’s inside of PDF’s (portfolio format). Subject title of email “Request to compete for the FY2024 Army Congressional Fellowship Program.” Include the following documents in your PDF:

(1) Non-Commissioned Officers - DA Form 4187 (Personnel Action): Please refer to Appendix, paragraphs 1 & 2a of this catalog for the information required for submission of the DA Form 4187.

(2) Commissioned officers and warrant officers– please submit the Commissioned Officer Broadening Opportunity Application. (Go to https://www.hrc.army.mil/bop, paragraph 2 for form.)

(3) Resume (Regular Army officers and warrant officers): Complete and submit (with your application) the Assignment Interactive Module (AIM). (Go to https://www.hrc.army.mil/bop, or the attachment section of this catalog for this form.)

(4) Resume (USAR Officer, ARNG Officers, and Noncommissioned Officers): Any format with the following information: Name, current rank, mailing address, phone number, email address (civilian and military), brief description of military work experience with dates, education (include type of degree, degree major, dates attended, GPA, name of institution), brief accounting of languages, special skills, interests. Please keep your resume to 1 page or your application will be returned without action.

(5) Letters of recommendation (LOR) (any format): A maximum of two. One LOR must be from the current battalion or brigade commander. Address to "President of the Selection Panel." (Suggestion: if you are applying for more than one program have the recommender recommend you for "Any Broadening Opportunity Program" instead of a specific program.)

(6) All candidates must submit copies of their last five evaluation reports (DA 67-10-1 or 2) (7) Only NCO, USAR, and ARNG candidates must submit their current record brief.

(8) Candidates with a bachelor's GPA below 2.8 and without a graduate degree or juris doctorate only must submit a copy of their valid Graduate Record Exam (GRE) or Graduate Management Admission Test (GMAT) scores. Test date must be after 1 May 2019.

(9) Writing Sample: All applicants must write a two page executive summary (single spaced) of the 2023 Army Posture Statement identifying key points for each of the Army’s

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priorities. Use Arial, 12-pt. font and 1-inch margins. Include a title and your name. No other headers or footers are necessary.

(10) Most current DA Form 705 (ACFT) and DA Form 5500/5501 (Body Fat Content), if applicable.

(11) Only if you are applying for more than one program: The following statement (any format): "I understand if I am applying for more than one program, I may not receive my first preference and I further understand my selection or non-selection is determined by the selection panel's order of merit list (OML) of the program(s) I am requesting to compete for. I understand if I am selected to attend one of the program(s) I am competing for, I will not be considered for any other program and I will accept the program I was selected for." Your name/grade must be on statement. Title statement "Applying for More Than one Broadening Opportunity Program."

(12) Memorandum for Record with the following information (any format): rank, name, last four of your SSN, baccalaureate degree GPA, graduate degree GPA (if you have a graduate degree), GRE or GMAT scores (if required or you have one. Not a requirement if you have a graduate degree or your undergraduate degree GPA is 2.8 or higher), and the following statement: "I understand that if I am awarded a FY2025 Army Congressional Fellowship, I will incur the following obligations a) Two separate Active Duty Service Obligations (ADSO). ADSOs will be three times the length of the period, computed in days, for each day I participate in this fellowship. One ADSO will be from pursing a graduate degree from George Washington University and the second ADSO will be from participating in the Congressional Fellowship Program upon Capitol Hill. Both ADSOs will be served concurrently. This will result in an approximate four year ADSO. I understand the graduate degree ADSO will not begin until the day after I graduate from George Washington University and my second ADSO will not begin until the day after I complete my time on Capitol Hill. I understand the ADSOs I receive under this program is to be served consecutively with other civilian ADSOs, IAW AR 350-100, paragraph 3-3". b) I further understand that I have a twenty-four month mandatory utilization, immediately following my time on Capitol Hill. The utilization assignment will be determined by the Office of the Chief for Legislative Affairs (OCLL). I also understand any request to defer or reduce the utilization, must be submitted to OCLL for final decision.

b. Your nomination will be reviewed by your career branch and Leader Development Division (OPL-C) for eligibility, availability and derogatory information. You will receive an email stating your status within ten working days from submission.

4-7. ARNG candidates

a. ARNG-specific information concerning the fellowship program and example documents can be found at: https://www.nationalguard.mil/Leadership/Joint-Staff/Personal-Staff/Legislative- Liaison/Congressional-Fellowship-Program/.

b. Send a complete application packet via e-mail to the National Guard Bureau, Office of Legislative Liaison not later than 25 March 2024. Application packet must be submitted via e- mail with a single “Portable Document Format” (.pdf) attachment to: ng.ncr.ngb-arng.mbx.ngbjs- [email protected].

c. ARNG Title 10 candidates must submit a DA Form 4187 signed by their Office of Primary Responsibility (OPR), G-Staff Colonel. Title 32 AGR and Traditional Drilling (M-Day) National Guard candidates must submit a signed TAG Release Memorandum and a DA Form 4187. Examples of the DA Form 4187 and memorandum are provided at https://www.nationalguard.mil/Leadership/Joint-Staff/Personal-Staff/Legislative- Liaison/Congressional-Fellowship-Program/.

d. ARNG Non-Commissioned Officers refer to Appendix, paragraphs 1 & 2a of this catalog for the information required for submission of the DA Form 4187. The DA Form 4187 (Personnel Action) for NCOs is submitted in lieu of the Broadening Opportunity Program Application.

e. Candidates must include a copy of all undergraduate and graduate degree transcripts in their packet.

f. For questions, please contact COL Chunae Zoh at [email protected] or (571) 256-7294.

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4-8. Points of Contact a. AC Officers: Mr. Kenneth Mackey at [email protected]

or usarmy.knox.hrc.mbx.opmd- [email protected] b. ARNG Officers:. COL Chunae Zoh at [email protected] c. AC and RC NCOs: [email protected]. d. RC Officers (TPU): [email protected] e. RC Officers (IMA/IRR/AGR): [email protected]

Chapter 5 Asia- Pacific Center for Security Studies Fellowship

5-1. Program Description The Daniel K. Inouye Asia- Pacific Center for Security Studies (DKI-APCSS) is a Department of Defense Regional Center dedicated to educating, connecting and empowering regional civilian and military security practitioners. The fellow will serve on the DKI APCSS College of Security Studies Faculty as a seminar leader or assistant seminar leader for courses and workshops on topics including advanced security cooperation, counterterrorism, and comprehensive crisis management. In addition to leading seminars, the fellow has the option to craft and deliver elective courses, conduct regional orientation travel, and research Indo-Asia Pacific security topics for possible publication. The fellow may also participate in distinguished military and academic visits to DKI APCSS.

5-2. Selection Process

The U.S. Army Human Resources Command (HRC), Fort Knox, KY Selection Panel will convene 12-15 September 2023 to select two fellows. Applicants will be notified of the results o/a 16 October 2023.

5-3. Obligations Incurred

a. Fellows incur a three year active duty service obligation (ADSO). This ADSO is served consecutively with other civilian ADSOs.

b. Fellows serve an immediate 24 month post-fellowship utilization in the INDOPACOM AOR, TBD by HRC. Specific assignments will be in accordance with career progression in DA PAM 600-3. Fellows will contact their career manager immediately upon notification of selection to discuss the utilization assignment.

5-4. Fellowship Tenure/Location

a. All Fellows will be assigned to the U.S. Army Student Detachment, Fort Jackson, SC w/duty at the Asia-Pacific Center for Security Studies, 2058 Maluhia Road, Honolulu, Hawaii.

b. All will report between 15 July 2024 and 15 August 2024.

5-5. Eligibility Criteria a. Be a Reserve Component - Active Guard Reserve (RC-AGR) Major or Lieutenant Colonel. b. Have a mandatory removal date of 1 September 2028 or later. c. Must have a graduate degree at time of application. d. Be MEL-4 complete.

e. Have interest and experience in political-military affairs. f. Not be pending any adverse actions, not at risk for promotion or passed over for promotion

to the next grade. g. Be able to complete full fellowship and a two-year immediate post fellowship utilization

assignment without interruption.

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h. Meet Army height & weight requirements. i. Have potential for future military service. j. Have a strong file, as indicated by last five Officer Evaluation Forms (DA Form 67-10-2 or

9). k. Had a physical within the last five years. l. Demonstrates and serves as an example of the "Warrior Ethos".

m. Not be competing for any other Army-sponsored program, fellowship, or scholarship, until selection is made. (The only exception is the AUSA Fellowship, and/or the George C. Marshall European Center for Security Studies.)

n. Must not have been selected for and participated in any of the broadening opportunity programs, listed at https://www.hrc.army.mil/bop, within the last ten years. This does not include the Defense Advanced Research Projects Agency (DARPA) or the HQDA Strategic Broadening Seminars Programs.

5-6. How to apply

a. Not later than 28 July 2023, email your application in one “Portable Document Format” (PDF) attachment. Do not attach PDF’s inside of PDF’s (portfolio format). Subject title of the email - “Request to compete for the 2024 Asia-Pacific Center for Security Studies Fellowship.” AGR Officers submit your application to [email protected] . Include the following documents in your PDF:

(1) The Commissioned Officer Broadening Opportunity Application. (Go to https://www.hrc.army.mil/bop paragraph 2 for form.)

(2) Letters of recommendation (LOR) (any format): A maximum of two. One LOR must be from the current battalion or brigade commander. Address to "President of the Selection Panel." (Suggestion: if you are applying for more than one program have the recommender recommend you for "Any Broadening Opportunity Program" instead of a specific program.)

(3) Resume: USAR Officers may use any format with the following information: Name, current rank, mailing address, phone number, email address (civilian and military), brief description of military work experience with dates, education (include type of degree, degree major, dates attended, GPA, name of institution), brief accounting of languages, special skills and interests. Resume may not exceed one page in length.

(4) Most current DA Form 705 (ACFT) and DA Form 5500 (Body Fat Content), if applicable.

(5) Copies of last five evaluation reports (DA Form 67-10-1 or 2)

(6) Memorandum for Record with the following information (any format): grade, name, last four of your SSN, graduate degree GPA and the following statement: “I understand that if I am selected for an Asia-Pacific Center Fellowship, I will incur an active duty service obligation of three days for each day I am in this program and that this ADSO is served consecutively with other civilian ADSOs. I also understand I will be obligated to serve an immediate two-year post fellowship utilization, TBD by DAMO-SSF & HRC. I authorize the U.S. Army Human Resources Command to release all documents to anyone who may require them in connection with my nomination and or selection to a broadening opportunity program.”

(7) Only if you are also applying for the AUSA Fellowship and/or the George C. Marshall European Center for Security Studies: The following statement (any format): "I understand if I am applying for more than one program, I may not receive my first preference and I further understand my selection or non-selection is determined by the selection panel's order of merit list (OML) of the program(s) I am requesting to compete for. I understand if I am selected to attend one of the program(s) I am competing for, I will not be considered for any other program and I will accept the program I was selected for." Your name/grade must be on statement. Title statement "Applying for More Than one Broadening Opportunity Program."

b. Your nomination will be reviewed by your career branch and Leader Development Division (OPL-C) for eligibility, availability and derogatory information. You will receive an email stating your status within ten working days from submission.

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5-7. Point of contact is [email protected].

Chapter 6 Association of the United States Army (AUSA) Fellowship

6-1. Program Description

This fellowship exposes officers to educational and research opportunities comparable to graduate-level study. Selected officers will undertake and complete multiple major research projects relevant to the Department of the Army and publish their work. Fellows regularly interact AUSA senior fellows, which include prominent retired 3-star and 4-star Army general officers as well as serving Army general officers. Fellows also have the opportunity to participate in AUSA’s many forums and professional development venues.

6-2. Selection Process

The U.S. Army Human Resources Command (HRC), Fort Knox, KY Selection Panel will convene 12-15 September 2023 to select one fellow. Applicants will be notified of the results o/a 16 October 2023.

6-3. Obligations Incurred

All Army and Joint positions satisfy post-fellowship utilization requirements. Fellows incur a three-year active-duty service obligation (ADSO). This ADSO is served consecutively with other civilian ADSOs. There is no post fellowship utilization.

6-4. Fellowship Tenure/Location

a. All Fellows will be assigned to the U.S. Army Student Detachment, Fort Jackson, SC with duty at the Association of the United States Army, 2425 Wilson Blvd, Arlington, VA 22201.

b. Fellowship begins o/a 15 July 2024 and completes nine to twelve months later.

6-5. Eligibility Criteria

a. Be an Active Component (AC) or Reserve Component – Active Guard Reserve (RC-AGR) major or lieutenant colonel.

b. Be Intermediate Level Education (ILE) complete.

c. AC officers must not have more than 19 years of Active Federal Commissioned Service (AFCS) as of August 2024.

d. RC-AGR officers must have a mandatory removal date (MRD) of 1 September 2029 or later.

e. Have Army Staff, Joint Staff, Office of the Secretary of the Army, or Office of the Secretary of Defense experience within the last six years. This is recommended but not a requirement.

f. Not be pending any adverse actions and not at risk for promotion or passed over for promotion to the next grade.

g. Able to complete full fellowship and active-duty service obligation. h. Meet Army height & weight requirements. i. Have potential for future military service. j. Demonstrate and serve as an example of the “Warrior Ethos.”

k. Not be competing for any other Army-sponsored program, fellowship, or scholarship, until selection is made. (The only exception is the Asia-Pacific Center Fellowship for Security Studies, and/or the George C. Marshall European Center for Security Studies Fellowship.)

l. Must not have been selected for and participated in any of the broadening opportunity programs, listed at https://www.hrc.army.mil/bop, within the last ten years. This does not include the Defense Advanced Research Projects Agency (DARPA) or the HQDA Strategic Broadening Seminars Programs.

6-6. How to apply

a. Not later than 28 July 2023, email your application in one “Portable Document Format”

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(PDF) attachment. Do not attach PDF’s inside of PDF’s (portfolio format). Subject title of the email - “Request to compete for the 2024 AUSA Fellowship.” AC Officers submit your application to [email protected] ; AGR Officers submit your application to [email protected]. Include the following documents in your PDF:

(1) The Commissioned Officer Broadening Opportunity Application. (Go to https://www.hrc.army.mil/bop paragraph 2 for form or the attachments section of this catalog.)

(2) Letters of recommendation (LOR) (any format): A maximum of two. One LOR must be from the current battalion or brigade commander. Address to "President of the Selection Panel." (Suggestion: if you are applying for more than one program have the recommender recommend you for "Any Broadening Opportunity Program" instead of a specific program.)

(3) Resume: Complete and submit (with your application) the Assignment Interactive Module (AIM). (Go to https://www.hrc.army.mil/bop, or the attachment section of this catalog for this form.) USAR Officers may use any format with the following information: Name, current rank, mailing address, phone number, email address (civilian and military), brief description of military work experience with dates, education (include type of degree, degree major, dates attended, GPA, name of institution), brief accounting of languages, special skills, interests. Please keep your resume to one page or your application will be returned without action.

(4) Current DA Form 705 (ACFT) and DA Form 5500 (Body Fat Content), if applicable.

(5) Copies of last five evaluation reports (DA Form 67-10-1 or 2) (6) Memorandum for Record with the following information (any format): grade, name, last

four of your SSN, baccalaureate degree GPA, graduate degree GPA (if applicable), and the following statement: “I understand that if I am selected for the 2023 AUSA Fellowship, I will incur an active duty service obligation of three days for each day I am in the AUSA Fellowship Program and that this ADSO is served consecutively with other civilian ADSOs. I authorize the U.S. Army Human Resources Command to release all documents to anyone who may require them in connection with my nomination and or selection as a 2023 AUSA Fellow. This includes OERs, AERs, ORB, or AIM Resume.”

(7) Only if you are also applying for the Asia-Pacific Center for Security Studies Fellowship and/or the George C. Marshall European Center for Security Studies: The following statement (any format): "I understand if I am applying for more than one program, I may not receive my first preference and I further understand my selection or non-selection is determined by the selection panel's order of merit list (OML) of the program(s) I am requesting to compete for. I understand if I am selected to attend one of the program(s) I am competing for, I will not be considered for any other program and I will accept the program I was selected for." Your name/ grade must be on statement. Title statement "Applying for More Than one Broadening Opportunity Program."

b. Your nomination will be reviewed by your career branch manager and HRC, Leader Development Division (OPL-C) for eligibility, availability, and derogatory information. You will receive an email stating your status within ten working days from submission.

6-7. Points of Contact

a. AC Officers is Dr. Donald. Ellwood, HQDA DCS G-3-5-7 at [email protected] b. RC/AGR Officers is [email protected].

Chapter 7 CGSC Interagency Fellowship

7-1. Program Description

a. The CGSC Interagency Broadening Fellowship immerses majors and lieutenant colonels of all branches and functional areas into a federal department/agency for one year to develop a

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more thorough understanding of the agency’s mission, culture, capabilities, and procedures while contributing to the host department/agency mission as a fully integrated staff officer. This broadening assignment allows officers to build key relationships while developing comprehensive solutions for our nation’s most difficult national security challenges. This broadening fellowship requires an innovative mindset and individual initiative. Fellows need to be comfortable routinely interacting with very senior officials within the interagency community. Fellows will receive a DA Form 67-10-2 (officer evaluation report) following completion of this program.

b. Fellows can earn Experience Based Joint Duty Assignment Credit (E-JDA) during the Broadening Fellowship if their duties meet the criteria in CJCSI 1330.05A and DoDI 1300.19.

7-2. Planned participating agencies

Including components are: Office of Management and Budget; Department of State; Central Intelligence Agency; U.S. Agency for International Development; Department of Labor; Office of the Director of National Intelligence; Federal Bureau of Investigation; Department of Transportation; Defense Advanced Research Programs Agency; Federal Emergency Management Administration; U.S. Border Patrol; Department of Agriculture; U.S. Marshals Service; Bureau of Alcohol, Firearms, Tobacco and Explosives; Department of State; U.S. Agency for International Development; Office of the Director of National Intelligence.

7-3. Selection Process

a. Step one: The U.S. Army Human Resources Command (HRC), Fort Knox, KY CGSC Interagency Broadening Fellowship Selection Panel will convene 12 -15 September 2023 to establish an order of merit list, which will be submitted to the U.S. Army Command and General Staff College, Fort Leavenworth, Kansas for final selection/coordination with the respective agency.

b. Step two: Selected candidates will be interviewed by CGSC. c. Candidates will be notified of selection o/a 2 October 2023. Notification for placement at an

interagency partner will occur o/a 12 February 2024.

7-4. Obligations a. Officers incur a three-year Active-Duty Service Obligation (ADSO). This ADSO is served

consecutively with other civilian ADSOs. b. Fellows must also serve a two-year post-broadening fellowship utilization assignment,

normally within the national capital region and would include a Joint/interagency assignment, an assignment to a Combatant Command or an Army Component Command, an assignment to HQDA, or an assignment to other suitable positions that will take advantage of the fellow’s knowledge of the respective agency and relationships to help shape policy, affect improved cooperation, and increase effectiveness within the shared strategic and operational environment. Command and directorate-level leadership positions also satisfy the utilization requirement.

7-5. Broadening Fellowship Location/Tenure

a. Fellows will be assigned to their selected interagency. CGSC, Ft Leavenworth, KS will maintain officer’s personnel and financial records to include processing travel documents and UCMJ issues.

b. Fellowship begins o/a 1 July 2024 for a duration of not less than 10 months, but not to exceed 12 months. Fellows will arrive in the NCR NLT 15 June 2024, unless they receive prior approval.

7-6. Eligibility Criteria

a. Active Component (AC), Reserve Component - Active Guard Reserve (RC-AGR), or Army National Guard-Active Guard Reserve (ARNG-AGR) major or lieutenant colonel.

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b. AC & ARNG-AGR officers must not have more than 19 years of Active Federal Commissioned Service (AFCS) as of August 2024. RC-AGR officers must have a mandatory removal date of not less than 1 August 2028.

c. Key and developmental qualified, IAW DA Pam 600-3, at the time of application. d. Officers must not have been selected or attended Senior Service College. e. Possess a fully adjudicated Top Secret-Sensitive Compartmented Information (TS-SCI)

security clearance, 1 May 2024, with an adjudication date no earlier than August 2021 and must be valid through the duration of the Broadening Fellowship. Those applicants without a valid TS-SCI will be required to initiate a TS/SCI background investigation.

f. Intermediate Level Education (ILE) complete at the time of application submission. g. Not be pending any adverse actions, not at risk for promotion or passed over for promotion

to the next grade. h. Meet Army height/weight requirements. I. Have potential for future military service. j. Demonstrates and serves as an example of the “Warrior Ethos”. k. Possess critical thinking and problem-solving skills. l. Demonstrates highly developed writing skills.

m. Demonstrates initiative, flexibility and ability to think and contribute in high level, ambiguous and unstructured work environments.

n. Not be competing for any other Army-sponsored program, fellowship, or scholarship, until selection is made.

o. Must not have been selected for and participated in any of the broadening opportunity programs, listed at https://www.hrc.army.mil/bop, within the last ten years. This does not include the Defense Advanced Research Projects Agency (DARPA) or the HQDA Strategic Broadening Seminars Programs.

7-7. How to apply (ARNG-AGR candidates, please email your application to the POC listed at paragraph nine not later than 28 July 2023.)

a. Not later than 28 July 2023, email your application in one “Portable Document Format” (PDF) attachment. Do not attach PDF’s inside of PDF’s (portfolio format). Subject title of the email - “Request to compete for the Subject title of email “Request to Compete for the 2024 CGSC Interagency Broadening Opportunity Program.” AC Officers submit your application to [email protected] ; AGR Officers submit your application to [email protected] . Include the following documents in your PDF:

(1) The Commissioned Officer Broadening Opportunity Application. (Go to https://www.hrc.army.mil/bop paragraph 2 for form or the attachments section of this catalog.)

(2) Most current DA Form 705 (ACFT) and DA Form 5500 (Body Fat content), if applicable.

(3) Letters of recommendation (LOR) (any format): A maximum of two. One LOR must be from the current commander. Address to "President of the Selection Panel." (Suggestion: if you are applying for more than one program have the recommender recommend you for "Any Broadening Opportunity Program" instead of a specific program.)

(4) Copies of last five evaluation reports (DA Form 67-10-1 or 2) (5) Resume: Complete and submit (with your application) the Assignment Interactive

Module(AIM). (Go to https://www.hrc.army.mil/bop, or the attachment section of this catalog for this form). AGR Officers may use any format with the following information: Name, current rank, mailing address, phone number, email address (civilian and military), brief description of military work experience with dates, education (include type of degree, degree major, dates attended, GPA, name of institution), brief accounting of languages, special skills, interests. Please keep your resume to 1 page or your application will be returned without action.

(6) Memorandum for Record (any format): List your top five desired partner agencies, in order of preference, see paragraph two. Please include the rationale for your top three choices. Address to .

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“U.S Army Command and General Staff College, Fort Leavenworth, Kansas.” Your name/grade must be on statement. Title statement: “My Top Five Choices for Interagency Partners.” (7) AC & RC-AGR only: Memorandum for Record with the following information (any format): grade, name, last four of your SSN, and the following statement: “I understand, if selected as a 2024/2025 CGSC Interagency Broadening Fellow, I will incur an active-duty service obligation of three years and that this ADSO is served consecutively with other civilian ADSOs. I also understand I am obligated to serve an immediate two-year post-broadening fellowship utilization assignment, to be determined by my career branch, CGSC and HQDA G-3/5/7. I authorize the U.S. Army Human Resources Command and CGSC to release all documents to anyone who may require them in connection with my nomination and or selection into this program.” ARNG-AGR only: Memorandum for Record with the following information (any format): grade, name, last four of your SSN, and the following statement: “I understand, if selected as a 2024/2025 CGSC Interagency Broadening Fellow, I will incur a service obligation of three years in my current status. I also understand that I may receive a two-year utilization assignment following my Broadening Fellowship, based on the needs of the Army National Guard. I authorize the U.S. Army Human Resources Command, Army National Guard, and CGSC to release all documents to anyone who may require them in connection with my nomination and/or selection into this program.”

b. Your nomination will be reviewed by your career branch and HRC, Leader Development Division (OPL-C) for eligibility, availability and derogatory information. You will receive an email stating your status within ten working days from submission.

7-8. For further information about this Broadening Fellowship go to https://partis.leavenworth.army.mil/cgsc/ia. At the login screen, external Ft Leavenworth users need to choose AKO login.

7-9. Points of Contact a. AC Officers: Mr. Kenneth Mackey at [email protected] or [email protected] b. AGR Officers: [email protected] c. ARNG-AGR: Mr. Jim Fritschi at [email protected].

d. CGSC IA Program Director: Ms. Monique Guerrero at [email protected].

Chapter 8 CGSC Interagency Broadening Chaplain Corps State Department Fellowship

8-1. Program Description a. The Chaplain Corps State Department Fellowship is designed to develop strategic level

understanding of foreign policy and programs focused on advancement of religious freedom and U.S. efforts to effectively engage religious communities globally. Officers will increase their ability to review and implement religious actor engagement strategies utilizing a whole of government approach while enabling their ability to analyze religious freedom issues and their implications for U.S. foreign policy. Officers will gain experience and an understanding of Congressional engagements relevant to international religious freedom and corollary human rights concerns. Additionally, officers will provide subject matter expertise and liaison capability with Geographic Combatant Command, National Guard Bureau, Army Service Component Command, and Joint Staff Chaplaincies facilitating broader strategic understanding of the impact of religious actor engagements within military operations. Fellows will receive a DA Form 67-10-2 (officer evaluation report) following completion of this program.

b. Duty Description: Serves as a member of the Strategic Religious Engagement Unit, within the Office of International Religious Freedom, responsible for providing analytical and advisory support for the planning, development, and implementation of U.S. foreign policy. Develops, reviews, and implements religious freedom promotion strategies at the direction of Office leadership. Monitors and analyzes religious freedom issues, human rights, and related developments and analyzes their

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implications for U.S. foreign policy. Drafts, edits, and reviews policy papers, speeches, talking points, and press guidance.

8-2. Selection Process a. Step one: The U.S. Army Chief of Chaplains Personnel Office screens applicants for

eligibility. b. Step two: A board of chaplains will convene 18-22 September 2023 to select two

fellows for recommendation to the Chief of Chaplains.

c. Step three: Recommended candidates will complete an in-person interview with the Chief of Chaplains or the Deputy Chief of Chaplains for selection as a fellow NLT 16 October 2024.

d. Chief of Chaplains Personnel Office submits selected fellow to the U.S. Army Command and General Staff College, Fort Leavenworth, Kansas for final coordination with the respective agency. Candidates will be notified of final results not later than 30 March 2024.

8-3. Obligations

a. Officers incur a three-year Active Duty Service Obligation (ADSO). This ADSO is served consecutively with other civilian ADSOs.

b. Fellows must also serve a two-year post-broadening fellowship utilization assignment at the Office of the Chief of Chaplains in the Pentagon, the Joint Staff Chaplain’s Office, an Army Service Component Command, or Geographic Combatant Command.

8-4. Broadening Fellowship Location/Tenure

a. Fellows will be assigned to U.S. State Department, Bureau of Democracy, Human Rights and Labor – Office of International Religious Freedom. CGSC, Ft Leavenworth, KS will maintain officer’s personnel and financial records to include processing travel documents and UCMJ issues.

b. Fellowship begins o/a 15 July 2024 for a duration of not less than 12 months, no later than 15 July and ending no sooner than 15 June of each year. All fellows will work at the U.S. State Department Building, Washington, D.C.

8-5. Eligibility Criteria

a. This fellowship is restricted to Active Component (AC) Chaplains, b. Officers must have less than 15 years of Active Federal Commissioned Service (AFCS) as

of July 2024. c. Intermediate Level Education (ILE) complete at the time of application.

d. Officers must hold the rank of Major at the time of application and not be promotable to Lieutenant Colonel at the time of selection.

e. Not be pending any adverse actions, not at risk for promotion or passed over for promotion to the next grade.

f. Meet Army height/weight requirements. g. Have potential for future military service. h. Demonstrates and serves as an example of the “Warrior Ethos”.

i. Possess interpersonal skills and the ability to interact and form mutually supportive relationships with people from diverse backgrounds. The individual must also demonstrate superb written and spoken communication skills.

j. Demonstrates highly developed writing skills.

k. Demonstrates initiative, flexibility and ability to think and contribute in high level, ambiguous and unstructured work environments.

l. Not be competing for any other Army-sponsored program, fellowship, or scholarship, until selection is made.

8-6. How to apply

Not later than 28 July 2023, email your application in one “Portable Document Format” (PDF) attachment. Do not attach PDF’s inside of PDF’s (portfolio format). Subject title of the email -

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“Request to compete for the Subject title of email “CGSC Interagency Broadening Chaplain Corps State Department Fellowship.” Officers submit your application to [email protected]. Include the following documents in your PDF:

a. The Commissioned Officer Broadening Opportunity Application. (Go tohttps://www.hrc.army.mil/bop paragraph 2 for form.)

b. Most current DA Form 705 (ACFT) and DA Form 5500 (Body Fat content), if applicable.

c. Letters of recommendation (LOR) (any format): A maximum of two. One LOR must be from the current battalion or brigade commander. And the other from a CH COL. Address to "President of the Selection Panel."

d. Resume: Complete and submit (with your application) the Assignment Interactive Module (AIM). (Go to https://www.hrc.army.mil/bop, or the attachment section of this catalog for this form.)

e. Memorandum for Record (any format): List your top five desired partner agencies, in order of preference. Please include the rationale for your top three choices. Address to “U.S. Army Command and General Staff College, Fort Leavenworth, Kansas.” Your name/grade must be on statement. Title statement: “My Choice for Interagency Partners: Chaplain Corps U.S. Department of State Fellowship.”

f. Memorandum for Record with the following information (any format): grade, name, last four of your SSN, and the following statement: “I understand, if selected as a 2024/2025 CGSC Interagency Broadening Chaplain Corps State Department Fellowship, I will incur an active duty service obligation of three years and that this ADSO is served consecutively with other civilian ADSOs. I also understand I am obligated to serve an immediate two-year post-broadening fellowship utilization assignment at the U.S. State Department Building, Washington, D.C. I authorize the U.S. Army Human Resources Command and CGSC to release all documents to anyone who may require them in connection with my nomination and or selection into this program.”

8-7. Your nomination will be reviewed by your career branch for eligibility, availability and derogatory information. You will receive an email stating your status within ten working days from submission.

8-8. Point of contact is [email protected].

Chapter 9 General (R) Wayne A. Downing Scholarship

9-1. Program Description The General Wayne A. Downing Scholarship Program is sponsored by the West Point Association of Graduates (WPAOG) and aims to develop the strategic thinking of tomorrow’s operational leaders by providing select Army officers the opportunity to study terrorism and counterterrorism at top tier graduate schools. This scholarship program is open to officers from all commissioning sources in the Operations and Military Intelligence branches. The program simultaneously offers immersion experiences that expose Downing Scholars to the U.S. counterterrorism interagency community, foreign counterterrorism forces, different cultures and ways of understanding the threats facing the United States today. Scholars are selected based on their exceptional military record, commitment to service, leadership potential, and desire to deepen their understanding of terrorism and political violence. The program seeks to extend General Downing's legacy by recognizing the importance of educating leaders to not only understand the present threat, but to be prepared for future operating environments. Officers selected for participation will be appointed fellows of the United States Military Academy Combating Terrorism Center (USMA CTC) while in the program.

9-2. Universities (include but are not limited to the list below)

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Officers may request a specific university and field of study in their application provided the program is related to the study of terrorism and political violence. However, scholars must be flexible in the determination of university and field of study and understand that the WPAOG has the final decision on this subject. Applications requesting MBA programs will not be considered, nor will applications for one-year executive programs. While the recommended schools / programs listed below are primarily security studies or public policy programs, applicants are not restricted to these programs and can consider other relevant programs; for example, a masters in computer science could be relevant given the use of the internet by terrorists and other insurgent organizations for a host of activities.

a. U.S. based schools: Applicants should consider, but are not limited to, the following U.S. based programs. Yale University, Jackson School for Global Affairs; Stanford University, Freeman Spogoli Institute for International Studies; University of Chicago, Harris School of Public Policy; Duke University, Sanford School of Public Policy;;Georgetown University, National Security Studies Program; Princeton University, School of Public and International Affairs Johns Hopkins, School of Advanced International Studies; Harvard University, Kennedy School of Government; George Washington University, Elliott School of International Affairs;; Syracuse University, Maxwell School of Citizenship and Public Affairs; Tufts University, Fletcher School of Law and Diplomacy;; Columbia University, School of International and Public Affairs George Mason University, Schar School of Policy and Government; Carnegie Mellon, Institute for Politics and Strategy or Heinz College; University of Texas – Austin, Lyndon B. Johnson School of Public Affairs; or the University of Denver, Josef Korbel School of International Studies.

b. Foreign based schools: Applicants may consider, but are not limited to, the following foreign based programs. Applicants requesting foreign based schools, however, must also provide U.S. based preferences as well. Australia National Defense University, Australia; Kings College, United Kingdom; Reichman University, Lauder School of Government, Diplomacy & Strategy, Israel; University of Oxford, United Kingdom; London School of Economic, United Kingdom; Leiden University, the Netherlands; or Sciences Po, France.

c. Proposed course of study: candidates need to indicate what graduate program they desire

to attend, the particular program of study and desired immersion experiences. Security studies,

political sciences and international relations/affairs are the preferred areas of study with a focus

on terrorism/counterterrorism studies.

9-3. Selection Process

a. Phase I: The U.S. Army Human Resources Command (HRC), Fort Knox, KY, Downing Scholarship Selection Panel will convene 07-10 May 2024. Applicants will be notified of these results o/a 10 June 2024.

b. Phase II: The names and applications, of the top fifteen candidates, will be submitted to the Combating Terrorism Center at West Point for final selection of scholars. Candidates will be notified of the tentative final results o/a 30 September 2024. Once applicants have been officially accepted to their university, HRC will coordinate with the officers to initiate assignment into the program.

9-4. Scholarship Tenure/Location

a. Scholars will be assigned to the U.S. Army Student Detachment, Fort Jackson, SC with duty at their selected university. Scholar will be a non-resident fellow of the Combating Terrorism Center at West Point.

b. Scholars will begin their program summer/fall 2025 and complete approximately 24 months thereafter.

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9-5. Obligations Incurred

a. Scholars incur a three for one active-duty service obligation (ADSO), computed in days, for every day in program. This ADSO is served consecutively with other civilian ADSOs.

b. Post scholarship assignment will be to an operational/tactical assignment, determined by scholar’s career manager.

9-6. Eligibility Criteria

a. Be an Active Component branch qualified captain or major. b. Possess one of the following career branches: Infantry, Engineer, Field Artillery, Air

Defense Artillery, Aviation, Special Forces, Armor, Information Operations, Military Intelligence, Military Police, PSYOP, Civil Affairs, Chemical, or Cyber.

c. Captains must have successfully completed a current grade key developmental assignment, IAW DA Pam 600-3 and successfully completed the Captain’s Career Course.

d. Majors must not have more than 18 months’ time-in-grade as of August 2025.

e. Have between 5 and 14 Active Federal Commissioned Service (AFCS) years, by August 2025.

f. Have potential for future military service. Not be pending any adverse actions, not at risk for promotion or passed over for promotion to the next grade.

g. Meet Army height and weight requirements. h. Hold a current secret clearance or higher. i. Must be able to complete full scholarship without interruption.

j. Have an undergraduate grade point average of 3.0 or better. (May be waived if the officer possesses a graduate degree from an accredited university or submits a statement of academic readiness to be a graduate degree student, see paragraph 9-7a(9) for statement. Undergraduate GPA’s below 2.5, without a graduate degree, will not be considered.)

k. Must have a minimum graduate record exam (GRE) test scores of verbal minimum of 150, quantitative minimum of 144. Test date must be within five years as of August 2025.

l. Demonstrates and exemplifies the “Warrior Ethos.”

m. Must not have been selected for and participated in any of the broadening opportunity programs, listed at https://www.hrc.army.mil/bop, within the last ten years. This does not include the Defense Advanced Research Projects Agency (DARPA) or the HQDA Strategic Broadening Seminars Programs.

9-7. How to apply

a. Not later than 25 March 2024, email the following to usarmy.knox.hrc.mbx.opmd- [email protected] Format” (PDF) attachment. Do not attach PDF’s inside of PDF’s (portfolio format). Subject title of email “Request to Compete for the 2024 General Wayne A. Downing Scholarship Program.”

(1) The Commissioned Officer Broadening Opportunity Application. (Go to https://www.hrc.army.mil/bop paragraph 2 for form or the attachment section of this catalog for form.)

(2) Most current DA Form 705 (ACFT) and DA Form 5500/5501 (Body Fat Content), if applicable.

(3) Resume: Complete and submit (with your application) the Assignment Interactive Module (AIM). (Go to https://www.hrc.army.mil/bop, or the attachment section of this catalog for this form.)

(4) The three following separate essays, (can be in any format and not longer than 500 words per essay. Your name/grade must be on each statement.):

a. Essay Question 1: Explain why the Downing Scholars Program is a desired next step in your career. How does this program fit with your short (5 year) - and long-term (10 year) career goals and why this is the best program for you at this point in your career? Title statement “Essay 1.” Not more than 500 words.

b. Essay Question 2: Who is your greatest role model and why? Not more than 300 words. Title statement “Essay 2.”

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c. Essay Question 3: What are your research interests? Not more than 150 words. Title statement “Essay 3.”

(5) List of preferred universities and field of study by preference, see paragraph three. Can be in any format. Your name/grade must be on statement. Title statement “List of Preferred Universities.”

(6) Letters of recommendation (LOR) (any format): A maximum of two. One LOR must be from the current battalion or brigade commander. Address to "President of the Selection Panel." (Suggestion: if you are applying for more than one program have the recommender recommend you for "Any Broadening Opportunity Program" instead of a specific program.)

(7) Copy of “official” GRE scores. (8) Copies of last five evaluation reports (DA Form 67-10-1 or 2)

(9) Only applicants with a bachelors GPA below 3.0 and no graduate degree must submit statement explaining academic readiness to be a graduate school student. Also state the circumstance(s) or why an undergraduate GPA below 3.0 was obtained (e.g. played four years of a D1 athletic sport, or switched programs, family emergency, etc.) Can be in any format. Your name/grade must be on statement. Title statement “Academic Readiness to be a Graduate School Student.”

(10) The following statement only, if you are applying for more than one program (any format): “I understand if I am applying for more than one program, I may not receive my first preference and I further understand my selection or non-selection is determined by the selection panel’s order of merit list (OML) of the program(s) I am requesting to compete for. I understand if I am selected to attend one of the programs I am competing for, I will not be considered for any other program and I will accept the program I was selected for.” Your name/grade must be on statement. Title statement “Applying for More Than one Broadening Opportunity Program.”

Memorandum for Record with the following information (any format): grade, name, last four of your SSN, baccalaureate degree GPA, graduate degree GPA (if applicable), GRE scores (verbal/quantitative/analytical), defense language aptitude battery scores (if applicable), and the following statement: “I understand that if I am selected for a General Wayne A. Downing Scholarship, I will incur an active duty service obligation (ADSO) of three days for each day I am in my selected Broadening Opportunity Program and that this ADSO is served consecutively with other civilian ADSOs. I also understand I will be obligated to serve an immediate two-year post scholarship assignment to an operational/tactical assignment, determined by my career manager. I authorize the U.S. Army Human Resources Command to release all documents to anyone who may require them in connection with my nomination and or selection to a broadening opportunity program.”

b. Your nomination will be reviewed by your career branch and HRC, Leader Development Division (OPL-C) for eligibility, availability and derogatory information. You will receive an email stating your status within ten working days from submission.

9-8. For available broadening programs, please go to https://www.hrc.army.mil/bop.

9-9. Point of contact is Mr. Kenneth Mackey at [email protected]

or [email protected]

Chapter 10 George C. Marshall European Center for Security Studies Fellowship

10-1. Program Description The Marshall Center, as a key instrument of German-American cooperation that works to create a more stable security environment by advancing democratic institutions and relationships; promoting active, peaceful, whole-of-government approaches to address transnational and regional security challenges; and creating and enhancing enduring partnerships worldwide. The George C. Marshall Center (GCMC) conducts a variety of unique programs involving officials

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from more than 152 countries. The GCMC contributes to security cooperation throughout the region with tailored, professional education and research, dialogue, and the persistent, through and thoughtful examination of issues that confront our client nations today and, in the years, ahead. Fellows enhance their general understanding of international and security affairs, while developing specialist knowledge of European and Eurasian security issues. Fellows have the opportunity to participate in resident courses and conferences as students and/or facilitators on the GCMC staff. The fellow is expected to conduct regional orientation travel, and to research security topics for possible publication. The fellow may also participate in distinguished military and academic visits to GCMC.

10-2. Selection Process The U.S. Army Human Resources Command (HRC), Fort Knox, KY Selection Panel will convene 12-15 September 2023 to select one fellow. Applicants will be notified of the results o/a 15 October 2023.

10-3. Obligations Incurred a. Fellows incur a three-year active-duty service obligation (ADSO). This ADSO is served

consecutively with other civilian ADSOs. b. Fellows serve an immediate 24-month post-fellowship utilization in the EUCOM AOR,

TBD by HRC. Specific assignments will be in accordance with career progression in DA PAM 600-3. Fellows will contact their career manager immediately upon notification of selection to discuss the utilization assignment.

10-4. Fellowship Tenure/Location

a. All Fellows will be assigned to the U.S. Army Student Detachment, Fort Jackson, SC w/duty at the George C. Marshall European Center for Security Studies, Unit 24502, APO AE 09053 (Garmisch, Germany).

b. All will report between 15 July 2024 and 15 August 2024.

c. Please note that fellows will have to use Tricare Remote Locations (no US healthcare facilities are in the local area).

10-5. Eligibility Criteria a. Reserve Component - Active Guard Reserve (RC-AGR) Major or Lieutenant Colonel. b. RC-AGR officers must have a mandatory removal date of 1 September 2028 or later. c. Must have a graduate degree at time of application. d. Be MEL-4 complete. e. Have interest and experience in political-military affairs.

f. Not be pending any adverse actions, not at risk for promotion or passed over for promotion to the next grade.

g. Be able to complete full fellowship and a two-year immediate post fellowship utilization assignment without interruption.

h. Meet Army height & weight requirements. i. Have potential for future military service.

j. Have a strong file, as indicated by last three Officer Evaluation Forms (DA Form 67-10-1, 2, or 67-9).

k. Had a physical within the last five years. l. Demonstrates and serves as an example of the "Warrior Ethos".

m. Not be competing for any other Army-sponsored program, fellowship, or scholarship, until selection is made. (The only exception is the AUSA Fellowship, and the Asia-Pacific Center Fellowship for Security Studies.)

n. Must not have been selected for and participated in any of the broadening opportunity programs, listed at https://www.hrc.army.mil/bop, within the last ten years. This does not include the Defense Advanced Research Projects Agency (DARPA) or the HQDA Strategic Broadening Seminars Programs.

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10-6. How to apply

a. Not later than 28 July 2023, email your application in one “Portable Document Format”

(PDF) attachment. Do not attach PDF’s inside of PDF’s (portfolio format). Subject title of the email - “Request to compete for the FY24 George C. Marshall European Center for Security Studies Fellowship.” AGR Officers submit your application to usarmy.knox.hrc.mbx.rpmd- [email protected] . Include the following documents in your PDF:

(1) Commissioned Officers – please submit the Commissioned Officer Broadening Opportunity Application. (Go to https://www.hrc.army.mil/bop paragraph 2 for form.)

(2) Letters of Recommendation (LOR) A maximum of two. One LOR must be from a current battalion or brigade commander. Can be in any format. Addressed to the “President of the Selection Panel.”

(3) Most current DA Form 705 (ACFT) and DA Form 5500 (Body Fat Content), if applicable.

(4) Copies of last five evaluation reports (DA Form 67-10-1 or 2) (5) Resume: Complete and submit (with your application) the Assignment Interactive Module

(AIM). (Go to https://www.hrc.army.mil/bop, or the attachment section of this catalog for this form.) AGR Officers may use any format with the following information: Name, current rank, mailing address, phone number, email address (civilian and military), brief description of military work experience with dates, education (include type of degree, degree major, dates attended, GPA, name of institution), brief accounting of languages, special skills, interests. Please keep your resume to one page or your application will be returned without action.

(6) Memorandum for Record with the following information (any format): grade, name, last four of your SSN, graduate degree GPA, and the following statement: “I understand that if I am selected for the FY 2024 George C. Marshall European Center for Security Studies Fellowship, I will incur an active duty service obligation (ADSO) of three days for each day I am in this program and that this ADSO is served consecutively with other civilian ADSOs. I also understand that I must also serve an immediate two-year post fellowship utilization, TBD by DAMO-SSF & HRC. I authorize the U.S. Army Human Resources Command to release all documents to anyone who may require them in connection with my nomination and or selection to a broadening opportunity program.”

(7) Only if you are also applying for the AUSA Fellowship and/or the Asia-Pacific Center for Security Studies Fellowship: The following statement: "I understand if I am applying for more than one program, I may not receive my first preference and I further understand my selection is determined by the selection panel's order of merit list (OML) of the program(s) I am requesting to compete for. I understand if I am selected to attend one of the program(s) I am competing for, I will not be considered for any other program and I will accept the program I was selected for." Can be in any format. Your name/grade must be on statement. Title statement "Applying for More Than one Broadening Opportunity Program."

b. Your nomination will be reviewed by your career branch and HRC, Leader Development Division (OPL-C) for eligibility, availability and derogatory information. You will receive an email stating your status within ten working days from submission.

10-7. Point of contact is [email protected] .

Chapter 11 Harvard Strategist Program

11-1. Program Description Selected officers will pursue the Mid-Career Master in Public Administration at Harvard University's John F. Kennedy School of Government and then complete a mandatory utilization assignment within the Army G-3/5, or other location as directed by the HQDA Director, Strategy, Plans and

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Policy. As approved by the HQDA DCS G-3/5/7 in 2022, selected officers will also be allowed to apply to a select group of additional schools as secondary options. The HQDA proponent, DAMO- SS, will direct which schools officers can attend based on acceptance, funding available, and Army requirements. Attendance at the John F. Kennedy School of Government will remain the program priority, but other schools will be utilized as required to ensure sufficient program throughput. United States Army Reserve (USAR) officers will complete a follow-on assignment, after the utilization assignment, with the Office of the Chief of Army Reserve (OCAR). Selected Army National Guard officers (ARNG) complete a mandatory utilization assignment within the ARNG G- 3/5, or other location as directed, during which time they will complete the Basic Strategic Arts Program. This program and follow-on assignment are highly challenging. Selected officers regularly interact at the general officer level within the Army and Joint Force. Officers that successfully complete this program are awarded a skill identifier of "6Z" (Strategic Studies Graduate) and are transferred to Functional Area (FA) 59 (Strategist). Selected USAR scholars are admitted to the Active Guard Reserve (AGR) program. ARNG officers are assessed into the Title 10 AGR program during utilization. The Harvard Strategy Program (Academic Year 2024-25) will also support a pilot program for Infantry and Armor Branch officers. This pilot will assess the effect on Harvard attendance and utilization on Infantry and Armor officer career timelines. Interested officers will follow the process below but will route their application through Infantry or Armor branch. Officers selected for the Infantry and Armor pilot will complete the year and Harvard and a two-year utilization but will not be transferred to FA59.

11-2. Selection Process

a. The U.S. Army Human Resources Command (HRC), Fort Knox, KY will forward the names and applications of the officers that are approved to compete for this program to the FA59 Proponent Manager, Strategic Leadership Division, HQDA G-3/5/7 (DAMO-SSF). The FA59 Proponent Manger convenes a selection panel and recommends an order-of-merit list. The HQDA Director, Strategy, Plans and Policy approves final selection of up to six scholars.

b. Officers participating in the Infantry and Armor pilot will undergo additional screening by their basic branch at HRC.

c. Army National Guard (ARNG) Officers interested in applying for the Harvard Strategist Program will find ARNG-specific instructions and criteria in the ARNG BOP. Send all questions and apply for the program through MAJ Travis Urbanek at [email protected].

d. Candidates are notified of final selection, o/a 1 September 2024. Once selected, officers are provided a G-3/5 or an OCAR mentor (Harvard Kennedy School graduate) who assists them in applying for admission directly to Harvard University. The mentor assists the officer through the admission process and, if available, provides sponsorship after graduation for the officer's utilization tour on the Army Staff. During this application phase, applicants will be given the list of additional schools approved for the expanded program Harvard makes final admission decisions for academic year (AY) 2024-2025 o/a March 2025. Once applicants have been officially accepted, HRC will coordinate with the officers to initiate assignment into the program.

11-3. Obligations Incurred

a. Scholars incur an Active-Duty Service Obligation (ADSO) three times the length of schooling IAW AR 350-100. This ADSO is served consecutively or concurrently with other ADSOs IAW AR 350-100.

b. Regular Army (RA) scholars incur an immediate two-year utilization assignment, determined by the Army G-3/5, following graduation from Harvard University. USAR scholars incur an initial 3-year obligation as an AGR officer and an immediate utilization assignment, determined by the Army G-3/5 in coordination with the FA59 Army Reserve Proponent Advisor (ARPA), following graduation.

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11-4. Scholarship Tenure/Location

a. All Fellows are assigned to the U.S. Army Student Detachment, Fort Jackson, SC with duty at Harvard University, Cambridge, MA 02138.

b. Program begins July 2025 and ends approximately 12 months thereafter.

11-5. Eligibility Criteria

a. Regular Army (RA) or USAR (AGR/TPU/IRR/IMA) officers eligible to transfer to FA59 (e.g. AMEDD, JAG and Chaplain Corps officers are typically not eligible for this program per Army policy.) RA officers must hold the rank of CPT or MAJ and in a year group between 2013 and 2016.USAR officers must hold the rank of CPT or MAJ. RA and USAR MAJs cannot have more than 24 month’s time-in-grade as of July 2025.

b. Infantry and Armor branch will be allowed to expand year group eligibility for a better assessment of the pilot program.

c. RA CPTs must have successfully completed a key developmental assignment for current grade and branch IAW DA PAM 600-3. At the time of application, RA CPTs must have a minimum of 12 months rated time (Officer Evaluation Report) in their Army Military Human Resource Record.

d. All CPTs must have completed the Captains Career Course (CCC) not later than June 2024.

e. RC-AGR officers must be eligible for continuation in the AGR Program. All TPU/IMA or IRR applicants applying for the HSP program will submit an AGR application via the My Record Portal (select the AGR Application link on the Tools Tab). All TPU/IMA or IRR applicants must meet the AGR accessions qualification in accordance with AR 135-18 in order to be accessed into the AGR program. Any TPU/IMA or IRR selectee must start their initial AGR tour not later than the start of the Harvard Summer Program, July 2025.

f. Not pending any adverse actions and not at risk for promotion or passed over for promotion to the next grade.

g. Bachelor’s grade point average of 3.0 or higher (applicants may receive a waiver by the FA59 Proponent Manager if officer has a self-funded graduate degree).

h. Graduate record exam (GRE) minimum scores of 153 verbal, 144 quantitative, and 4.0 analytical (writing). Test date must be within five years as of December 31, 2024.

i. Able to complete the full scholarship and utilization without interruption. j. Meet Army height and weight requirements.

k. Demonstrate and serve as an example of the “Warrior Ethos.” l. Not competing for any other Army-sponsored program, fellowship, or scholarship, until

selection is made. m. Not have a graduate degree paid for by the U.S. Army. This means the tuition and fees

were solely funded by the U.S. Government. Degrees funded through Tuition Assistance (TA), Degree Completion; Cooperative Degree; Intermediate Level Education; GI Bill; or

Commissioning Programs do not apply. n. Officer must possess or have the ability to obtain a Top Secret/Sensitive Compartmented

Information (TS/SCI) security clearance. o. Officers with a P2 or P3 Profile must submit a copy of their DA Form 3349 or

MMRB/MEB/MAR2 documentation as part of their packet demonstrating they are eligible to deploy world-wide.

p. Must not have been selected for and participated in any of the broadening opportunity programs, listed at https://www.hrc.army.mil/bop, within the last ten years. This does not include the Defense Advanced Research Projects Agency (DARPA) or the HQDA Strategic Broadening Seminar Programs.

q. ARNG officers must review the ARNG Broadening Opportunities Program (BOP) catalog and meet all requirements listed.

11-6. How to apply

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a. Not later than 12 April 2024, email your application in one “Portable Document Format” (PDF) attachment. Do not attach PDFs inside of the PDF (portfolio format). Subject title of the email - “Request to compete for the FY2024 Harvard Strategist Program.” AC Officers submit your application to usarmy.knox.hrc.mbx.opmd- [email protected]. Infantry and Armor officers applying for the pilot program will courtesy copy their basic branch career managers. Infantry and Armor officers applying for the traditional Harvard Strategy Program, including a transfer to FA59, can apply with the normal procedures. Infantry and Armor officers must specify if they are applying for the pilot program and wish to remain in their basic branch. RC Officers (IMA/IRR/AGR) submit your application to [email protected] ; RC Officers (TPU) submit your application to [email protected]. Include the following documents in your PDF:

(1) The Commissioned Officer Broadening Opportunity Application. (Go to https://www.hrc.army.mil/bop paragraph 2 or the attachment section of this catalog for form.)

(2) Current DA Form 705, (ACFT) and DA Form 5500, Body Fat Content (if applicable). Resume: Complete and submit (with your application) the Assignment Interactive Module (AIM). (Go to https://www.hrc.army.mil/bop, or the attachment section of this catalog for this form). USAR Officers may use any format with the following information: Name, current rank, mailing address, phone number, email address (civilian and military), brief description of military work experience with dates, education (include type of degree, degree major, dates attended, GPA, name of institution), brief accounting of languages, special skills, interests. Please keep your resume to one page or your application will be returned without action.

(3) Letters of recommendation (LOR) (any format): A maximum of two. One LOR must be from your current battalion or brigade commander. Address to "President of the Selection Panel." (Suggestion: if you are applying for more than one program have the recommender recommend you for "Any Broadening Opportunity Program" instead of a specific program.)

(4) A statement (any format) that discusses your career goals, as well as the factors that led you to select the Harvard Strategist Program as a means of furthering your personal and professional goals. Be as specific as possible in describing how your expected course of study will enable you to build on your prior professional experience and achieve these goals. (750 - word limit)

(5) Undergraduate and graduate (if applicable) transcripts. (6) Copy of official GRE scores. (7) Copies of last five evaluation reports (DA Form 67-10-1 or 2) (8) Memorandum for Record with the following information (any format): grade, name, last

four of SSN, baccalaureate degree GPA, graduate degree GPA (if applicable), GRE scores and the following statement: “I understand that if I am selected for the 2024 Harvard Strategist Program, I will incur an active-duty service obligation (ADSO) 3 times the length of schooling and that this ADSO is served consecutively or concurrently with other ADSOs IAW AR 350-100. I also understand I will be obligated to serve a 2-year utilization assignment immediately following my attendance at the Harvard Kennedy School. I further understand that after successful completion in the Harvard Strategist Program, I will be branch transferred to FA59 (Strategist). I authorize the U.S. Army Human Resources Command to release all submitted documents and other documents in my Army Military Human Resource Record (e.g., Officer Evaluation Reports, Officer Record Brief, etc.) to anyone who may require them in connection with my nomination and or selection to a broadening opportunity program.” Statement must be signed and dated.

(9) Non-AGR USAR Candidates only: Memorandum for Record with the following information (any format): grade, name, last four of SSN and the following statement: “I understand that I must meet the Army Reserve Active Guard Reserve (AGR) program accessions requirements, in accordance with AR 135-18. I further agree to apply for and accept an appointment into the AGR Program for the length of the Harvard Strategist Program, which includes the mandatory 2-year utilization assignment. I understand that failure to complete the Harvard Strategist Program will result in my immediate removal from the USAR AGR program. I understand that as an RC-AGR officer, my military records will be reviewed prior to the end of my initial three-year AGR tour. If

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the review of my military records is satisfactory, I will have the option of either 1) being placed on AGR indefinite status, or 2) reverting back to my original reserve status (IRR, TPU, or IMA) after completing the entire Harvard Strategic Education Program, including utilization. If the review of my military records is unsatisfactory, I understand I will revert back to my original reserve status (IRR, TPU, or IMA) after completing the entire Harvard Strategist Program, including utilization. I also understand I will be removed from the Harvard Strategist Program if I am not accessed into the AGR Program”. Statement must be signed and dated.

b. Applications are reviewed by the officer's career manager and HRC's Leader Development Division (OPL-C) for eligibility, availability, and derogatory information. Applicants will receive an email stating their status within ten working days from submission.

11-7. Points of Contact

a. AC Candidates: Mr. Kenneth Mackey at [email protected] or usarmy.knox.hrc.mbx.opmd- [email protected] b. ARNG Officers: MAJ Travis Urbanek at [email protected].

c. RC Officers (TPU): MAJ Angela Reddick at [email protected]. d. RC Officers (IMA/IRR/AGR): [email protected].

Chapter 12 General Omar N. Bradley (JCS/OSD/ARSTAF) Fellowship

12-1 Program Description The Bradley Fellowship connects the highest-performing Officers with the strategic operating environment to develop the next generation of senior leaders. Named in honor of General Omar B. Bradley, who served as both Chief of Staff of the Army and our nation’s first Chairman of the Joint Chiefs of Staff, this Fellowship builds cohorts of Officers that think strategically and communicate effectively; collaborate constructively to lead innovation as members of a larger alumni network; and act confidently to address the most challenged defense problems. Bradley Fellows benefit from proximity within the National Capital Region, gaining a unique opportunity to obtain graduate policy education at Georgetown University, and participate in hands-on innovation and problem-solving training. Cohorts are introduced to Joint, Interagency, Intergovernmental, and Multinational (JIIM) organizations, and vertically broadened through immersive experiences and assignments that align with DoD and Army priorities. The Bradley Fellowship seeks Officers with an exceptional record of performance; commitment to service; leadership potential; a spirit of innovation and collaboration; and the ability to think and communicate strategically. Commanders are encouraged to identify and encourage their very best Officers for this premier program. Officers successfully completing this program will be awarded a skill identifier of 6Z (Strategic Studies Graduate). 12-2 Detailed Program Description Phase I (Year One): Policy Education. This phase begins with reception at the Pentagon sponsored by the Director of the Army Staff (DAS) as the proponent for the program. The cohort is introduced to “How the Army Runs” before beginning academic education and training. Fellows will attend Georgetown University’s McCourt School of Public Policy, earning a Master of Policy Management (MPM) over 36 credit hours/12 courses. Supplemental practical training is enabled through partnership with the Defense Innovation Unit’s (DIU) National Security Innovation Network (NSIN) and includes both an Innovation Bootcamp and Client Capstone Seminar to address current Army policy challenges. Students will complete all core course requirements, including the U.S. public policy process, ethics in public policy, and decision making. Elective courses include a range of domestic and international policy, defense and

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national security offerings that culminate in an individual capstone project. The capstone may be focused on a broad range of national security policy problems at the discretion of the student and is provided to the Army Staff and made available for publication to inform ongoing staff work in the subject area. This phase ends with successful completion of all degree requirements and graduation. For more information, please review the Georgetown McCourt School of Public Policy web page at https://mccourt.georgetown.edu/. Phase II (Year Two): OSD/JCS Utilization. This phase begins upon graduation, where Fellows will apply their new policy education and training while assigned to positions across the OSD and JS. While integrated into the nation’s senior military staffs, Fellows will provide senior leaders and career civil servants with current perspectives of the tactical and operational force. Cohorts will also use their internal network to navigate bureaucracy and flatten communications across organizations. Positions change annually as Fellows are slated against the DoD’s top priorities and emerging challenges. Staffs develop Fellows professionally by assigning duties across the spectrum from action officer to special assistant that leverages their abilities to add value within their office. This phase ends with a pinnacle combatant command site visit, and with the cohort primed to lead and support future positions in senior roles within JIIM organizations and agencies. The Deputy Under Secretary of Defense for Military Personnel Policy (DUSD MPP) is the approval authority for officer assignments to OSD. The JS J-1 is the approval authority for officer assignments on the Joint Staff. Key billets on the Joint Staff and OSD may require interviews. Phase III (Year Three): Army Staff Utilization. This phase begins with the Army Action Officer Integration Course (AOIC) that prepares Army officers to execute key staff functions according to business rules, policies, and regulation. Army Staff assignments are directed based on current Secretary and Chief of Staff of the Army priorities, and aligned against officer basic branches to enhance vertical broadening within the Fellowship. Knowledge, skills, behaviors, and preferences (KSB-Ps) - including those gained during the first two phases of the program - are also assessed during slating and key billets may require additional interviews. The Army Staff employs Fellows to contribute to Headquarters Department of the Army (HQDA) Title 10 responsibilities. Fellows are expected to communicate across the cohort to create efficiency and shared understanding of principal requirements, as well as leverage the OSD/JS cohort to inform and set conditions for the Army as part of the Joint Force. The Bradley Fellowship Alumni Association enables cohorts to maintain close connections with the operating force that can provide valuable insight and feedback to HQDA activities and policies. The DAS is the approval authority for all officer assignments on the Army Staff. As the proponent for the program the DAS may alter or change the program as necessary to meet Secretary and Chief of Staff of the Army intent.

12-3. Selection Process

a. The U.S. Army Human Resources Command (HRC), Fort Knox, KY Bradley Fellowship Selection Panel will convene 7-10 May 2024 to select up to twenty interns.

b. The names and applications of the top twenty candidates will be submitted to Georgetown University for admission eligibility review.

c. Applicants will be notified of the results from the HRC Selection Panel o/a 10 June 2024 and the Georgetown University admission review results in September 2024. Once applicants have been officially accepted to Georgetown University and their ACS packet has been processed, HRC will coordinate with the officers to initiate assignments into the program.

d. Service Members, selected as Fellows, must immediately initiate a Top Secret/Sensitive Compartmented Information (TS/SCI) clearance. Orders will be published only for those awarded a TS/SCI

12-4. Scholarship Tenure/Location a. During Phase I, Fellows will be assigned to the Student Detachment, Fort Jackson, SC

with duty at Georgetown University, Washington, DC, starting May 2025.

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b. During Phase II, Fellows will be assigned to the Bradley Fellowship Program-JCS, Washington DC with duty position within the Office of the Joint Chiefs of Staff or Office of the Secretary of Defense, May/June 2026.

c. During Phase III, Fellows will be assigned to the Bradley Fellowship-ARSTAF, Pentagon with duty position within the Army Staff, May/June 2027.

12-5. Obligations Incurred

a. Interns incur an active-duty service obligation (ADSO) of three days for every one day in the Georgetown portion of the program, approximately a three year obligation. This ADSO is served consecutively with other civilian education ADSOs.

b. There is no Post-Fellowship utilization assignment.

12-6. Eligibility Criteria

a. Be from a career field within Operations, Operations Support, Force Sustainment, Information Dominance, and Medical Services officers.

b. Be an Active Component (AC) Captain in the year group 2016 through 2019.

c. Not have a graduate degree paid for by the U.S. Army. This means the tuition and fees were solely funded by the U.S. Government. Degrees funded through Tuition Assistance (TA),

Degree Completion; Cooperative Degree; Intermediate Level Education; GI Bill; or Commissioning Programs do not apply. Must have completed the Captain’s Career Course.

d. Have strong potential for future military service as a battalion or brigade

commander.

e. Have a bachelor’s degree grade point average (GPA) of 3.0 or better. Waivers will not be granted for A GPA below 3.0, unless you have a graduate degree from an accredited university.

f. Not be pending any adverse actions, not at risk for promotion or passed over for promotion to the next grade.

g. Able to complete the full three-year program without interruption.

h. Meet Army height and weight requirements.

i. Demonstrates and serves as an example of the “Warrior Ethos”.

j. Must not have been selected for and participated in any of the broadening opportunity programs, listed at https://www.hrc.army.mil/bop, within the last ten years. This does not include the Defense Advanced Research Projects Agency (DARPA) or the HQDA Strategic Broadening Seminars Programs.

k. Must be able to obtain and keep a Top Secret/Sensitive Compartmented Information Security Clearance throughout internship.

l. At the time of application, must have successfully completed key developmental assignment, IAW DA Pam 600-3. 12-7. How to apply

a. Not later than 25 March 2024, email the following to usarmy.knox.hrc.mbx.opmd- [email protected] format” (PDF) attachment. Do not attach PDF’s inside of PDF’s (portfolio format). Subject title of email “Request to Compete FY2024 General Omar N. Bradley Fellowship Program.” Include the following documents in your PDF:

(1) The Commissioned Officer Broadening Opportunity Application. (Go to https://www.hrc.army.mil/bop paragraph 2 or the attachments section of this catalog for the form.)

(2) Most current DA Form 705 (ACFT) and DA Form 5500 (Body Fat Content), if applicable. (3) Resume: Complete and submit (with your application) the Assignment Interactive Module

(AIM). (Go to https://www.hrc.army.mil/bop, or the attachment section of this catalog for this form). (4) Letters of recommendation (LOR) (any format): A maximum of two. One LOR must be from

the current battalion or brigade commander. Address to "President of the Selection Panel." (Suggestion: if you are applying for more than one program have the recommender recommend you for "Any Broadening Opportunity Program" instead of a specific program.)

(5) Copies of the last five evaluation reports (DA Form 67-10-1 or 2)

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(6) Only those without a graduate degree must submit a statement explaining academic readiness to be a graduate school student (any format). Your name/grade must be on the statement. Title statement “Academic Readiness to be a Graduate School Student.”

(7) Resume (Regular Army Officers): Complete and submit (with your application) the Assignment Interactive Module (AIM). (Go to https://www.hrc.army.mil/bop, paragraph or the attachment section of this catalog for this form.) Only if you are applying for more than one program: The following statement: “I understand if I am applying for more than one program, I may not receive my first preference and I further understand my selection or non-selection is determined by the selection panel’s order of merit list (OML) of the program(s) I am requesting to compete for. I understand if I am selected to attend one of the programs I am competing for, I will not be considered for any other program and I will accept the program I was selected for.” May be in any format. Your name/grade must be on the statement. Title statement “Applying for More Than one Broadening Opportunity Program.”

(8) Memorandum for Record with the following information (any format): grade, name, last four of your SSN, baccalaureate degree GPA, graduate degree GP (if applicable), and the following statement: “I understand that if I am selected for the FY2024 General Omar N. Bradley Fellowship, I will incur an active-duty service obligation (ADSO) of three years and that this ADSO is served consecutively with other civilian ADSOs. I authorize the U.S. Army Human Resources Command to release all documents to anyone who may require them in connection with my nomination and or selection to a broadening opportunity program.” Your nomination will be reviewed by your career branch and HRC, Leader Development Division (OPL-C) for eligibility, availability and derogatory information. You will receive an email stating your status within ten working days from submission.

12-8. Available broadening programs, please go to https://www.hrc.army.mil/bop.

12-9. Point of contact is Mr. Kenneth Mackey at [email protected] or [email protected]

Chapter 13 MG James M. Wright Masters of Business Administration (MBA) Program

13-1.Program Description The MG James M. Wright MBA Program is a competitive 13-month accelerated degree producing program at the College of William & Mary Raymond A. Mason School of Business, Williamsburg, Virginia. The program selects Active Component key developmental (KD) complete Captains and Majors from the following branches: Air Defense, Adjutant General, Armor, Aviation, Chemical, Cyber, Engineer, Field Artillery, Finance, Infantry, Logistics, Military Intelligence, Military Police, Signal, Civil Affairs, PSYOPs, and Special Forces. Upon graduation, officers are required to serve a minimum of two years in a broadening utilization assignment at Headquarters, U.S. Army Training and Doctrine Command (TRADOC), Fort Eustis, Virginia or in the U.S. Army Recruiting Command (USAREC). The MBA portion of the program entails a capstone project where students solve institutional level problems for Army organizations under the counsel of a faculty member and an executive partner (general officer/senior executive) from the sponsoring organization. The MG James M. Wright MBA Program produces officers who possess the knowledge, skills, and business process expertise needed to analyze risk and return, prioritize, and recommend solutions in support of acquiring, building, and improving the Army. The MBA’s marketing electives ensure officers with a USAREC utilization possess regional marketing, data analytics, and enhanced social media expertise needed to support USAREC in market analysis and market penetration.

13-2. Selection Process

a. Step one: The U.S. Army Human Resources Command (HRC) will review and either approve or disapprove each request. Candidates will be told of their status within ten working

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days from submission of application. Officers must apply to HRC NLT 28 July 2023. b. Step two: HRC will convene a selection panel 12-15 September 2023 to determine the

order of merit list. HRC will notify candidates of panel results and confirm their acceptance o/a 16 October 2023.

c. Step three: Candidates selected by the HRC panel (OPL-C) will immediately apply on-line (not later than 13 November 2023) to the William & Mary Raymond A. Mason School of Business for the Masters of Business Administration Program at https://graduate.mason.wm.edu/, select “apply now”. The W&M application interface requires the officer to create a username and password. Select “full-time MBA” from the “program of interest” drop down menu and then select “MG James Wright MBA Program” from the specific degree option. There will be only one term to select – summer 2024. Candidates applying for future terms are not eligible to apply this far in advance as application requirements change slightly from year to year. The application fee will be waived (no waiver code is needed, simply indicate “yes” when asked about your military service. Fully complete the online application, including responses to two prompted essay questions, two professional online

recommendations, a professional resume, academic transcripts (unofficial score reports are acceptable for admissions committee review; official transcripts are required if offer of admission is made). (Note: you may need to conduct an in-person (skype or phone interview) by invitation of the admissions committee.)

d. Step four: The Raymond A. Mason School of Business will make their admissions decision not later than 17 December 2023 and notify the candidates, TRADOC, and HRC. Step five: HRC will start the assignment process after W&M has accepted all approved officers into the MBA program, each officer confirms acceptance into the program with HRC. Note: All selectees will be required to complete the five-day pre-MBA Accounting and Quantitative Tools Program (aka pre-MBA Quantitative Boot Camp) between their first summer semester and the fall semester. The cost for this pre- MBA Program is the responsibility of the candidate (out-of- pocket). As with any other funded MBA Program, officers will be required to maintain a required to maintain a grade of B or better in every class. Personnel who fail to maintain a grade of B will receive a memorandum for record from the applicable training agency. Grades lower than a B will be reason for disenrollment from their program, termination of the officer’s attendance at the school and recoupment of the money spent to date from the officer.

13-3. Tenure/Location

a. Officers will be assigned to the U.S. Army Student Detachment, Fort Jackson, SC with duty

at the W&M Mason School of Business, Williamsburg, VA. b. Program begins early July 2024 and completes approximately 13 months thereafter (early

August 2025).

13-4. Obligations Incurred

a. Officers incur a three-for-one active duty service obligation (ADSO) computed in days, for each day in this program, approximately 3 years and 5 months. This ADSO is served consecutively with other civilian ADSOs. b. Following graduation, officers are to serve an immediate utilization tour (24 months minimum) at

either Headquarters, TRADOC, Fort Eustis, Virginia; Futures & Concepts Center (FCC), U.S. Army Futures Command (AFC), Fort Eustis, Virginia; or in the U.S. Army Recruiting Command (USAREC), location TBD. Utilization assignment location/position will be determined by Headquarters, TRADOC.

13-5. Eligibility Criteria

a. Be an Active Component, KD-qualified CPT or MAJ from one of the following basic branches: Air Defense, Adjutant General, Armor, Aviation, Chemical, Cyber, Engineer, Field Artillery, Finance, Infantry, Logistics, Military Intelligence, Military Police, Signal, Civil Affairs,

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PSYOPs, and Special Forces. b. CPTs must have completed the Captains Career Course. MAJs must have completed

Intermediate Level Education. c. Officers must be KD-qualified as determined by their Branch. KD-qualified is defined as

follows: (1) KD-complete at time of application to HRC, or (2) in a KD position with at least one KD OER at time of application to HRC and will be KD-complete prior to reporting to William & Mary. KD-qualified status will be verified by the officer’s HRC Branch.

d. CPTs must be YG 2016 and younger. MAJs must be YG 2010 and younger. CPTs in a promotable status at the time of application to HRC are considered non-KD-qualified MAJs and are not eligible.

e. Have demonstrated superior performance and have strong potential for future military service, including potential selection for senior leadership or command positions as indicated by the last three officer evaluation reports.

f. Meet Army height and weight requirements.

g. Have no adverse actions pending, not at risk for promotion or passed over for promotion to the next grade.

h. Able to complete full scholarship and utilization assignment without any interruptions. i. Demonstrate and serve as an example of the “Warrior Ethos”.

j. Have a baccalaureate degree grade point average of 3.0 or better, may be waived if officer already has a graduate degree from an accredited university or officer submits a statement of academic readiness to be a graduate degree student, see format at paragraph 13-6(a)4. Baccalaureate GPA below 2.5 without a graduate degree will not be considered.

k. Not have a graduate degree paid for by the U.S. Army. This means the tuition and fees were solely funded by the U.S. Government. Degrees funded through Tuition Assistance (TA), Degree Completion; Cooperative Degree; Intermediate Level Education; GI Bill; or Commissioning Programs do not apply.

l. Must not have been selected for and participated in any of the broadening opportunity programs, listed at https://www.hrc.army.mil/bop within the last ten years. This does not include the Defense Advanced Research Projects Agency (DARPA) or the HQDA Strategic Broadening Seminars Programs.

13-6. How to apply

a. Not later than 28 July 2023 email the following to usarmy.knox.hrc.mbx.opmd- [email protected] in one “Portable Document Format” (PDF) attachment. Do not attach PDF’s inside of PDF’s (portfolio format). Subject title of email “Request to compete for the FY24 MG James M. Wright, MBA Program.” Include the following documents in your PDF:

(1) The Commissioned Officer Broadening Opportunity Application. (Go to https://www.hrc.army.mil/bop paragraph 2 or the attachment section of this catalog for form.)

(2) Most current DA Form 705 (ACFT) and DA Form 5500 (Body Fat Content), if applicable.

(3) Resume: Complete and submit (with your application) the Assignment Interactive Module (AIM). (Go to https://www.hrc.army.mil/bop, or the attachment section of this catalog for this form).

(4) Only applicants with a bachelors GPA below 3.0 and no graduate degree must submit the following statement (any format): Explain your academic readiness to be a graduate school student. Also state the circumstance(s) or why an undergraduate GPA below 3.0 was obtained

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(e.g. played four years of a D-1 athletic sport, or switched programs, family emergency, etc.) Your name/grade must be on statement. Title statement “Academic Readiness to be a Graduate School Student”.

(5) Memorandum for Record with the following information (any format): grade, name, last four of your SSN, baccalaureate degree GPA, graduate degree GPA (if applicable), and the following statement: “I understand that if I am selected for a MG James M. Wright Scholarship, I will incur an active duty service obligation (ADSO) of three days for each day I am in my program and I understand that this ADSO is served consecutively with other civilian ADSOs. I also understand I will be obligated to serve an immediate two year (24 month) utilization assignment determined by Headquarters, TRADOC. I authorize the U.S. Army Human Resources Command to release all documents to anyone who may require them in connection with my nomination and or selection to a broadening opportunity program. I understand I will not be allowed to participate in the Voluntarily Transfer Incentive Program (VTIP) while I am in this program or during the 24 month utilization assignment”.

(6) If applying for more than one program, include the following signed statement (any format): "I understand that, if I am applying for more than one program, I may not receive my first preference, and I understand my selection or non-selection is determined by the selection panel's order of merit list (OML) for the program(s) for which I am requesting to compete. I further understand that, if I am selected for one of the program(s) for which I am competing, I will not be considered for any other program, and I will accept the program for which I was selected." Name and rank must be on the statement. Title the statement "Applying for More Than One Broadening Opportunity Program."

b. Your nomination will be reviewed by your career branch and HRC, Leader Development Division (OPL-C) for eligibility, availability and derogatory information.

13-7. Timeline

a. Last day to submit request to compete to HRC (OPL-C): 28 July 2023. b. HRC Selection Panel convenes: 12-15 September 2023. c. HRC notifies candidates and TRADOC of HRC Selection Panel results and confirms

candidate acceptance o/a 16 October 2023. d. W&M MBA Application suspense date: 11 November 2023. e. W&M Admission Roster complete: 16 December 2023.

f. Students report to W&M campus: Not earlier than 28 June 2024 and not later than 2 July 2024.

g. Classes begin: 5 July 2024.

13-8. Points of Contact a. W&M Raymond A. Mason School of Business Admission requires questions: Assistant Dean

MBA Admissions, Amanda Barth, [email protected] or (757) 221-2944. W&M Raymond A. Mason School of Business class start date questions: Director of MBA Programs, Dr Carlane Pittman, [email protected] or (757) 221-2296.

b. W&M Raymond A. Mason School of Business class start date questions: Director of MBA Programs, Dr Carlane Pittman, [email protected] or (757) 221-2296.

c. MG James M. Wright MBA Program general questions: TRADOC G-3/5/7 Training & Leader Development Directorate, G-37 Training, MAJ Johnathan Butler, [email protected] or (757) 501-5729.

d. HRC: Mr. Kenneth Mackey at [email protected] or usarmy.knox.hrc.mbx.opmd- [email protected]

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Chapter 14 Olmsted Scholar Program

14-1. Program Description The United States of America is a key leader in the global community. As a result, American military officers must be able to operate effectively with leaders and citizens of many countries. Success in U.S. foreign and security policy requires senior military officers who possess an appreciation for the political, economic, military and other factors that impact relations between countries. In addition, addressing the challenges of international relations requires a knowledge and depth of understanding of the particular countries involved. The Olmsted Scholar Program provides Army officers an unsurpassed opportunity to achieve fluency in a foreign language, pursue graduate study at an overseas university, and acquire an in-depth understanding of foreign cultures, thereby further equipping them to serve in positions of great responsibility as Army senior leaders. This program seeks officers with demonstrated leadership and scholastic ability who also exhibit strong potential to serve as senior leaders. Prior familiarity with foreign languages or cultures is not required to study in any given country. Commanders are encouraged to consider their very best junior officers for this unique and prestigious opportunity. It is the senior rater's responsibility to mentor potential applicants on the unique aspects of this program and seek out those who would likely succeed in it. The Olmsted Scholar Program is named in honor of its founder, MG George H. Olmsted, and his wife, Carol. To read his biography and for additional information on the program, please go to the Olmsted Foundation website at: http://www.olmstedfoundation.org

14-2. Selection Process

a. Phase I: The U.S. Army Human Resources Command (HRC), Fort Knox, KY Olmsted Scholarship Selection Panel will convene 12-15 September 2023 to select up to 12 Army candidates to forward to the George and Carol Olmsted Foundation. Candidates will be notified of the results of the Army board o/a 27 October 2023.

b. Phase II: The Olmsted Foundation will review the Army-nominated candidates and select the next class of Olmsted Scholars. After an initial review and assessment, candidates will be contacted by the Olmsted Foundation for an interview. Candidates will be notified of the final selection results in March 2024. Once applicants have been officially notified of their selection as Olmsted Scholars, HRC will coordinate with the officers to initiate assignment into the program.

14-3. Scholarship Tenure/Location

a. Expected duration of the Olmsted Scholar Program is three years, in total.

b. Scholars will complete formal language training at the Defense Language Institute (DLI), either in Monterey, CA, or within the National Capital Region. Alternatively, scholars may choose to complete language training within their host foreign country if approved by the Olmsted Foundation. Scholars will begin language training Summer/Fall 2024.

c. Following successful completion of language training, scholars will be assigned to the

U.S. Army Student Detachment, Fort Jackson, SC with duty at their foreign university. Duty at foreign university will be for approximately 24 months.

d. Applicants will submit a list of cities and countries in which they would like to study. The Olmsted Foundation will make the final determination of study location from this list of preferences

14-4. Obligations Incurred

a. For each day in the program, Scholars incur a three-for-one active-duty service obligation (ADSO), computed in days, IAW AR 350-100. This ADSO is served consecutively with other civilian ADSOs.

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b. Following their scholarship tenure, officers will be assigned to operational/tactical assignments as determined by their career managers.

14-5. Eligibility Criteria

a. Be an Active Component officer serving in one of the following career fields: Infantry, Armor, Field Artillery, Air Defense Artillery, Aviation, Special Forces, Engineer, Signal, Cyber, Military Intelligence, Military Police, Chemical or Logistics.

b. Have a minimum of three years of Active Federal Commissioned Service (AFCS), but not more than 11 years of Active Federal Service (AFS), as of 01 April 2024.

c. Possess exceptional potential for future military service and embody the Warrior Ethos. d. Have demonstrated exceptional scholastic achievement at the undergraduate level.

e. Have at least one O3 level "key developmental" (KD) assignment Officer Evaluation Report at time of application. KD assignment must be IAW DA Pam 600-3.

f. Captains must have successfully completed the Captains Career Course.

g. Have current Graduate Record Exam (GRE) scores taken on or after 01 April 2019, even if the officer already has a graduate degree.

h. Have taken the Defense Language Aptitude Battery (DLAB) test. i. Be able to complete the full scholarship without interruption.

j. Meet Army height and weight requirements.

k. Not be pending any adverse actions, nor be at risk of, or passed over for, promotion to the next grade.

l. Must not have been selected for and participated in any of the broadening opportunity programs, listed at https://www.hrc.army.mil/bop, within the last ten years. This does not include the Defense Advanced Research Projects Agency (DARPA) or the HQDA Strategic Broadening Seminars Programs.

14-6. How to apply

a. Not later than 28 July 2023, email the following to usarmy.knox.hrc.mbx.opmd- [email protected] Format” (PDF) attachment. Do not attach PDF’s inside of PDF’s (portfolio format). Subject title of email: "Request to Compete for the FY24 Olmsted Scholar Program." Include the following documents in your PDF:

(1) The Commissioned Officer Broadening Opportunity Application. (Go to https://www.hrc.army.mil/bop paragraph 2 for in the attachments section of this catalog for form).

(2) Most current DA Form 705 (ACFT) and DA Form 5500 (Body Fat Content), if applicable. (3) One copy of official GRE scores. (4) Resume: Complete and submit (with your application) the Assignment Interactive Module

(AIM). (Go to https://www.hrc.army.mil/bop, or the attachment section of this catalog for this form.) (5) One official copy of DLAB test scores (Not required if score is on ORB).

(6) One page statement of Extracurricular Activities (any format). Begin with most current activities and work as far back as desired. Title the statement "Extracurricular Activities," and include name and rank.

(7) Copies of all evaluation reports to include academic evaluations. (DA Form 67-10-1 or 2, DA Form 1059-1)

(8) Copies of all college transcripts (9) Letters of Recommendation (LOR) (any format): A maximum of two. One LOR must be from the

officer’s current battalion or brigade commander. Address to "President of the Olmsted Scholar Selection Panel." If applying for more than one program, include the following signed statement (any format): "I understand that, if I am applying for more than one program, I may not receive my first preference, and I understand my selection or non-selection is determined by the selection panel's order of merit list (OML) for the program(s) for which I am requesting to compete. I further understand that, if I am selected for one of the program(s) for which I am competing, I will not be considered for any other program, and I will accept the program for which I was selected." Name and rank must be on the statement. Title the statement "Applying for More Than One Broadening Opportunity Program."

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(10) Memorandum for record with the following information (any format): "I understand that, if I am selected for an Olmsted Scholarship, I will incur an Active-Duty Service Obligation of three days for each day I am in the program and that this ADSO will be served consecutively with other civilian ADSOs. I authorize U.S. Army Human Resources Command to release all documents connected with my nomination and or selection to a Broadening Opportunity Program to anyone who may require them to complete the selection process."

(11) Memorandum for record with the following information (any format): Current mailing address, telephone number, government and private email addresses, name of spouse, names and ages of any children, any foreign languages the spouse speaks, graduation standing, any indicators of merit, any foreign languages you speak and how obtained (e.g. two years of college French, etc.), date you took the DLAB test, list of no more than twenty foreign countries (include the city) where you wish to pursue a graduate degree, and list of military duties (include dates, duty location, and duty title).

b. Your nomination will be reviewed for eligibility, availability, and derogatory information. You will receive an email confirming your status within ten working days from submission.

14-7. Point of Contact is Mr. Kenneth Mackey at [email protected]

or [email protected]

Chapter 15 Purdue University Military Research Institute (PMRI) Fellowship

15-1. Program Description This graduate education program provides the opportunity for selected Army officers to pursue a graduate degree focused on science, technology, engineering or applied math (S.T.E.M.) with application to Department of Defense Research Programs, but will also consider Service needs and requirements into any Purdue Graduate School where we have faculty support (please note currently Purdue University cannot accommodate fee free entry into their professional graduate degrees (e.g. veterinary medicine, Doctor of Nursing Practice, Pharmacy, or the Krannert MBA Programs). The PMRI is PhD focused but will consider Master of Science candidates. Selectees must attend in- residence. For more information please go to the PMRI website: https:engineering.purdue.edu/PMRI. For a listing of our graduate degree programs, please see: https://www.purdue.edu/gradschool/academics/graduate-degree-programs.html 15-2. Selection Process

a. Step one: The U.S. Army Human Resources Command (HRC) will review and either approve or disapprove each request. Candidates will be told of their status within ten working days from submission of application. Disapproval to compete will come from the HRC Assignment Division

b. Step two: HRC (OPL-C) approved candidates will immediately notify Colonel (USAF/Ret) Dave Hankins [email protected]

c. (Step three: After talking w/Col (USAF/Ret) Hankins, submit your graduate school application for admission in a timely manner. See: https://www.purdue.edu/gradschool/admissions/how-to- apply/index.html

d. Step four: The HRC Selection Panel will convene 12-15 September 2023 to form an Order-of-Merit List. The "Top" candidate(s) will be awarded the scholarship, providing they are approved for admission by Purdue University.

e. Step five: Purdue University, in conjunction with the PMRI Program Managers, will provide HRC (OPL-C) the admission decision on the “Top” candidate or on multiple candidates if HRC nominates more than one. Once received, HRC will coordinate with the officers to initiate assignment into the program.

15-3. Tenure/Location Scholars will be assigned to the U.S. Army Student Detachment, Fort

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Jackson, SC with duty at Purdue University, West Lafayette, Indiana 47907 for approximately 36 months (PhD) 24 months (MS). Report date will be August 2024.

15-4. Obligations Incurred

a. Officers incur a three-for-one active-duty service obligation (ADSO) computed in days, for each day in the PMRI Program. This ADSO is served consecutively with other civilian ADSOs.

b. There is no post scholarship utilization.

15-5. Eligibility Criteria

a. Be an Active Component branch qualified Captain or Major. b. Captains must have completed the Captain’s Career Course; Majors must have completed

Intermediate Level Education. c. Have demonstrated superior performance and have strong potential for future military

service, including potential selection for senior leadership or command positions as indicated by the last three officer evaluation reports.

d. Meet Army height and weight requirements.

e. Not be pending any adverse actions, not at risk for promotion or passed over for promotion to the next grade.

f. Demonstrates and serves as an example of the “Warrior Ethos.”

g. Have taken the graduate record exam (GRE), prior to September 2024 and be within five years from September 2024, even if you have a graduate degree. GRE scores must be in the top half of the testing group overall.

h. Have a baccalaureate degree GPA of 3.0 or better. May be waived if officer already has a graduate degree from an accredited university.

i. Must be able to complete full scholarship without interruption.

j. Not be competing for any other Army-sponsored program, fellowship, or scholarship, until selection is made.

k. Must not have been selected for and participated in any of the broadening opportunity programs, listed at https://www.hrc.army.mil/bop, within the last ten years. This does not include the Defense Advanced Research Projects Agency (DARPA) or the HQDA Strategic Broadening Seminars Programs.

15-6. How to apply a. Not later than 28 July 2023 email the following to usarmy.knox.hrc.mbx.opmd-

[email protected] Format” (PDF) attachment. Do not attach PDF’s inside of PDF’s (portfolio format). Subject title of email “Request to compete for the FY24 PMRI.”

(1) The Commissioned Officer Broadening Opportunity Application. (Go to https://www.hrc.army.mil/bop paragraph 2 or the attachments section of this catalog for the form.)

(2) Most current DA Form 705 (ACFT) and DA Form 5500 Body Fat Content), if applicable

(3) Resume: Complete and submit (with your application) the Assignment Interactive Module (AIM). (Go to https://www.hrc.army.mil/bop, or the attachment section of this catalog for this form).

(4) Copy of “official” GRE scores. (5) Copies of last five evaluation reports (DA Form 67-10-1 or 2). (6) Letters of recommendation (LOR) (any format): A maximum of two. One LOR must be from the

current battalion or brigade commander. Address to "President of the Selection Panel." (Suggestion: if you are applying for more than one program have the recommender recommend you for "Any Broadening Opportunity Program" instead of a specific program.)

(7) Memorandum for Record with the following information (any format): grade, name, last four of your SSN, baccalaureate degree GPA, graduate degree GPA (if applicable), GRE scores (verbal/quantitative/analytical), and the following statement: “I understand that if I am selected for the 2024 PMRI Program, I will incur an active-duty service obligation (ADSO) of three days for each day I am in my selected Broadening Opportunity Program and that this ADSO is served consecutively with other civilian ADSOs. I authorize the U.S. Army Human Resources Command to release all documents

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to anyone who may require them in connection with my nomination and or selection to the 2024 PMRI Program.”

b. Your nomination will be reviewed by your career branch and HRC, Leader Development Division (OPL-C) for eligibility, availability, and derogatory information. You will receive an email stating your status within ten working days from submission.

15-7. Points of contact

a. Mr. Kenneth Mackey at [email protected] or usarmy.knox.hrc.mbx.opmd- [email protected]

b. Point of contact at Purdue University is Colonel (USAF/Ret) Dave Hankins,[email protected]

Chapter 16 RAND Arroyo Fellowship

16-1. Program Description

This program is a research and study fellowship established at the RAND Arroyo Center, the Army's Federally Funded Research and Development Center (FFRDC) for studies and analysis. RAND Arroyo studies focus on national security strategy topics and specific concerns directed by the Army’s senior leadership. The highly qualified officers selected for this fellowship work on policy issues assigned to the RAND Arroyo Center’s annual program. Officers in the RAND Arroyo fellow program will broaden their understanding of the Army, develop analytic and operations research skills, and gain an understanding of how the RAND Arroyo program supports the Army. Officers selected for this fellowship bring their understanding of current Army operations, policies, and doctrine, enhancing the FFRDC program. Fellows are required to successfully complete the five-week Pardee Rand Graduate School Course in Policy Analysis offered in the fall academic quarter.

The Arroyo Center Policy Committee (ACPC) Executive Agent will coordinate administrative actions for fellows, Arroyo Center projects, and follow-on assignments to ensure maximum benefit to the Army, the officer, and the Arroyo Center.

16-2. Selection Process

a. Step one: The U.S. Army Human Resources Command (HRC), Fort Knox, Kentucky will review and either approve or disapprove each request. Candidates will know their status within ten working days from the day of application submission.

b. Step two: HRC will forward the approved applications to the ACPC Executive Agent (AC Officers); and the Chief, Army Reserve Program Analysis and Evaluation Division (AR PAED) (RC Officers) for selection of fellows.

c. Step three: Candidates will be notified of final selection o/a 16 October 2023.

16-3. Obligations Incurred a. Fellows incur a 3-year Active-Duty Service Obligation (ADSO), IAW AR 350-100. b. AC Officers: Fellows will serve a three-year utilization assignment as determined by

HRC in coordination with the Arroyo Center Policy Committee (ACPC) Executive Agent immediately following the fellowship. The ACPC Executive Agent is the Director, Center for Army Analysis, HQDA G-8. The follow-on assignment may be affected by subsequent selection for command or other board- selected assignments. Fellows may be utilized outside of their basic branch or specialty as determined or endorsed by the ACPC Executive Agent.

c. AR Officers: Fellows will serve a three-year utilization assignment as determined by the Director, Army Reserve Program Analysis and Evaluation Division in coordination with HRC FA49 Talent Manager immediately following the fellowship. The follow-on assignment may be affected by subsequent selection for command or other board-selected assignments/PDE.

16-4. Fellowship Tenure/Location a. Fellows will be assigned to the U.S. Army Student Detachment, Fort Jackson, SC

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w/duty at the RAND Arroyo Center, Santa Monica, CA. Requests for duty at a different RAND location will be addressed case-by-base and approved by the ACPC Executive Agent.

b. Fellow will report no earlier than 15 July 2024 and no later than 01 August 2024 and complete no later than 12 months thereafter.

16-5. Eligibility Criteria a. Must be in a non-AMEDD career field. b. Be an AC or RC (AGR) MAJ or LTC.

c. AC officers must not have more than 19 years of Active Federal Commissioned Service (AFCS) years as of 15 August 2024. RC Officers must have a mandatory removal date (MRD) of 1 September 2027 or later. AR LTCs must not have more than 24 months’ time-in-grade as of 15 August 2023.

d. Successfully completed Intermediate Level Education (ILE), at time of application.

e. AC officers must have at least one current grade "Key Developmental (KD) assignment" officer evaluation report at time of application, IAW DA PAM 600-3.

f. AR officers must consider in their career development that selection as a RAND Fellow will remove them from their career field for four years

g. Possess a graduate degree, earned from a regionally accredited college or university with a GPA of 2.5 or better; transcript provided upon request.

h. Hold a secret security clearance (minimum). i. Must have demonstrated superior performance and have strong potential for

future military service (including potential selection for senior leadership or command positions) as indicated by the last three officer evaluation reports.

j. Be able to complete full fellowship and utilization obligation without interruption. k. Meet Army height & weight requirements. l. Demonstrates and serves as an example of the "Warrior Ethos."

m. Not be competing for any other Army-sponsored program, fellowship, or scholarship, until selection is made.

n. Must not have been selected for and participated in any of the broadening opportunity programs, listed at https://www.hrc.army.mil/bop, within the last ten years. This does not include the Defense Advanced Research Projects Agency (DARPA) or the HQDA Strategic Broadening Seminars Programs.

16-6. How to apply a. Not later than 28 July 2023 email your application in one “Portable Document Format”

(PDF) attachment. Do not attach PDF’s inside of PDF’s (portfolio format). Subject title of email “Request to compete for the FY24 Rand Arroyo Center Fellowship.” AC Officers submit your application to [email protected] ; RC-AGR Officers submit your application to [email protected]. Include the following documents in your PDF:

(1) The Commissioned Officer Broadening Opportunity Application. (Go to https://www.hrc.army.mil/bop paragraph 2 or the attachments section of this catalog for this form.)

(2) Most current DA Form 705 (ACFT) and DA Form 5500 (Body Fat Content), if applicable.

(3) Resume: Complete and submit (with your application) the Assignment Interactive Module (AIM). (Go to https://www.hrc.army.mil/bop, or the attachment section of this catalog for this form). USAR Officers may use any format with the following information: Name, current rank, mailing address, phone number, email address (civilian and military), brief description of military work experience with dates, education (include type of degree, degree major, dates attended, GPA, name of institution), brief accounting of languages, special skills, interests. Please keep your resume to 1 page or your application will be returned without action.

(4) Letters of recommendation (LOR) (any format): A maximum of two. One LOR must be

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from the current battalion or brigade commander. Address to "President of the Selection Panel." (Suggestion: if you are applying for more than one program have the recommender recommend you for "Any Broadening Opportunity Program" instead of a specific program.)

(5) Copies of last five evaluation reports (DA Form 67-10-1 or 2) (6) Memorandum for Record with the following information (any format): grade, name, last

four of your SSN, graduate degree GPA, and the following statement: “I understand that if I am selected for the 2024 Rand Arroyo Center Fellowship, I will incur an active-duty service obligation (ADSO) of three days for each day I am in this program and that this ADSO is served consecutively with other civilian ADSOs. I also understand that I must serve an immediate post-Fellowship utilization, as determined by the Army G-8 (Center for Army Analysis) or Army Reserve Career Manager with input from Director, CAA. I authorize the U.S. Army Human Resources Command to release all documents to anyone who may require them in connection with my nomination and or selection to the 2024 Rand Arroyo Center Fellowship Program.”

b. Your nomination will be reviewed by your career branch and HRC, Leader Development Division (OPL-C) for eligibility, availability and derogatory information. You will receive an email stating your status within ten working days from submission.

16-7. Points of Contact

a. ACPC Executive Agent POC is Mr. Mark Young at [email protected]

b. AC Officers is Mr. Kenneth Mackey at [email protected] c. IMA/IRR/AGR Officers is [email protected]

Chapter 17 Secretary of Defense Strategic Thinkers Program (STP)

STP graduates participate in a rigorous program of study focused on war and strategy and earn a graduate degree from a contracted university. This is a Secretary of Defense program. The program prepares highly competent officers to perform duties requiring developed strategic thinking capability in order to advise civilian and military senior leaders in Department of Defense, the Joint Staff, and four-star commands. Participating officers come from across the Joint Force and proceed through the curriculum as a cohort. Students explore the relationships between politics and a range of historical and contemporary military operations, from the use of hybrid warfare by small, non-state groups to the threatened use of nuclear weapons.

Studying under world-class scholars and practitioners at the contracted university, students customize a portion of their course of study from over a hundred functional, regional and economic courses to advance their expertise and position themselves for continued professional success. Prominent military leaders throughout DoD work with the military cohort, providing their expertise and perspective on themes of nature and character of war; political objective; unity of effort; strategic and military culture; resourcing, sustainment, force structure; learning and adaptation; operational environment and command and leadership. High-profile theorists and internationally recognized practitioners support STP as guest academics, exposing students to cutting-edge theories and insights that are relevant to the way they understand their military service. The guests provide an unparalleled platform for international engagement with traditional and emerging security partners enrolled in similar graduate level coursework. The curriculum consists of DoD-approved coursework, developed jointly through the Deputy Assistant Secretary of Defense for Force Education and Training (DASD (FE&T)) offices and the contracted civilian university, currently the Johns Hopkins School of Advanced International Studies (SAIS). The curriculum conforms to the academic requirements of the civilian university and its accrediting agency.

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STP students participate in two 4-hour seminars each week, for a full academic year. Sessions are run as interactive roundtable seminars using case studies, where all students are rigorously engaged in discussion and debate. Through this framework, students develop and demonstrate strategic thinking proficiencies in critical analysis of design and the conduct of strategy and operations in the broader context of national policy objectives to assist civilian leaders in understanding the art and science of war. They learn how others have operated in unknown environments, dealt with unanticipated challenges, and sought innovative approaches to why, how, when, and where we fight. The curriculum is designed to prepare students with the competencies required to anticipate and adapt to current and future strategic challenges, in order to better inform and assist military and civilian decision-making at all levels. The classroom-based portion consists of four academic courses in customizable co-curriculum format (university student mix) and four academic courses in a military cohort only format, STP. Through the experiential war-gaming portion, students examine historical and contemporary decision-making to gain a better understanding of how strategy and operations have evolved over time and how levels of warfare link together. Students will be required to conduct a strategic assessment, develop a theory of victory, and execute a war plan. Staff rides will focus on important issues of leadership and decision-making that have applications well beyond the field of strategic studies. Students and STP faculty will travel to specific locations to examine historical battles, campaigns, and occasionally entire wars in order to actively engage in a dialogue regarding war and strategy and the inherent costs. Students earn a Master of International Public Policy

17-2. Selection Process a. The U.S. Army Human Resources Command (HRC), Fort Knox, KY, will convene

selection panels from 12-15 September 2023, to select respective nominees. Primary and alternate nominees will be considered from each component. Officers nominated from the HRC BOP Panel will be presented to the Military Assistant for Training to the ASA (M&RA) (Training, Readiness and Mobilization) for selection. A total of two fellows will be selected to participate in the program. Those selected from their respective panel to move forward, will be notified by HRC and have their records forwarded to ASA (M&RA) (TRM) for consideration and final acceptance decisions at OSD.

b. Applicants will be notified of the HRC Selection Panel results o/a 16 October 2023. Candidates will be notified of the final selection results o/a 15 December 2023. Once applicants have been officially accepted by Johns Hopkins University, HRC will coordinate with the officers to initiate assignment into the program.

17-3. Obligations Incurred

a. Fellows incur an active-duty service obligation of 3 days for each day in this fellowship. This ADSO is served consecutively with other civilian ADSOs, IAW AR 350-100.

b. Fellows must also serve an immediate two-year post fellowship utilization assignment, to be determined by the fellow’s career branch, Leader Development Division (HRC) and HQDA G-3/5/7.

c. The stated intent of the utilization assignments is to perform duties requiring developed strategic thinking capability to advise senior leaders, both military and civilian, at OSD, the Joint Staff, and the combatant commands. This is a Secretary of Defense program.

17-4. Fellowship Tenure/Location a. Fellows will be assigned to the U.S. Army Student Detachment, Fort Jackson, SC

w/duty at Johns Hopkins University, Washington, D.C. b. Classes begin in August 2024 and complete approximately 10-12 months later.

17-5. Eligibility Criteria

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a. All COMPOs are eligible for this program however, RC and NGB officers must contact their POCs listed in 17-7 of this chapter for more information, eligibility criteria, and application approval.

b. Army Competitive Category (ACC) Major or Lieutenant Colonel with at least ten years of active duty prior to 30 August 2024

c. Must not have more than 19 years of Active Federal Commissioned Service (AFCS) as of 30 August 2023.

d. Must hold a baccalaureate degree from an accredited degree granting institution. e. MAJs must be MEL-4 complete with one KD OER at the O3 level.

f. Not be pending any adverse actions, not at risk for promotion or passed over for promotion. to the next grade.

g. Attain an overall ranking in the top twenty percent of their Joint Professional Military Education Phase I class and receive a similarly favorable evaluation in the course of at least one key operational assignment.

h. Be able to complete full fellowship and a two-year immediate post fellowship utilization assignment without interruption.

i. Meet Army height & weight requirements. j. Have a strong potential for future military service beyond the utilization assignment. k. Have a strong file, as indicated by last three evaluation report Forms. l. Demonstrates and serves as an example of the "Warrior Ethos".

m. Not be competing for any other Army-sponsored program, fellowship, or scholarship until selection is made. n. Must not have been selected for and participated in any of the broadening opportunity

programs, listed at https://www.hrc.army.mil/bop, within the last ten years. This does not include the Defense Advanced Research Projects Agency (DARPA) or the HQDA Strategic Broadening Seminars Programs.

17-6. How to apply

a. Not later than 28 July 2023, email the following to usarmy.knox.hrc.mbx.opmd- [email protected] in one “Portable Document Format” (PDF) attachment. Do not attach PDF’s inside of PDF’s (portfolio format). Subject title of email “Request to compete for the 2023 SecDef Strategic Thinkers Program (STP).” Include the following documents in your PDF:

(1) The Commissioned Officer Broadening Opportunity Application. (Go to https://www.hrc.army.mil/bop paragraph 2 or the attachments section of this catalog for the form.)

(2) One page essay stating why you should be selected. Format will be 1-inch margins in 12 point, Arial font and single spaced. Title Essay “Why I Should be Selected”. Your grade and name need to be on the essay.

(3) Letters of Recommendation (LOR) (any format). A maximum of two. One LOR must be from current battalion or brigade commander and one must be from previous ILE in- resident faculty advisor. Non-resident applicants may provide a written endorsement from their reporting senior rater instead of the ILE in-resident faculty advisor.

(4) Two most current DA Form 705 (ACFT) and DA Form 5500 (Body Fat Content),if applicable.

(5) Copy of the Joint Professional Military Education Level 1 certificate and transcript from any Intermediate Level Education (ILE) program previously completed.

(6) Resume: Complete and submit (with your application) the Assignment Interactive Module (AIM). (Go to https://www.hrc.army.mil/bop, or the attachment section of this catalog for this form). Resume must be completely filled in.

(7) Copies of the last five evaluation reports (DA Form 67-10-1 or 2) (8) Clear readable “official” college transcripts (undergrad and grad).

(9) Memorandum for Record with the following information (any format): grade, name, last four of your SSN, graduate degree GPA and the following statement: “I understand that

44

if I am selected for a 2024 SecDef Strategic Thinkers Program, I will incur an active duty service obligation of three days for each day I am in this program and that this ADSO is served consecutively with other civilian ADSOs. I also understand I will be obligated to serve an immediate two-year post fellowship utilization, TBD by ArmyG-3 (DAMO-SSF) & HRC. I authorize the U.S. Army Human Resources Command to release all documents to anyone who may require them in connection with my nomination and or selection.”

b. Your nomination will be reviewed by your career branch and Leader Development Division (OPL-C) for eligibility, availability, and derogatory information. You will receive an email stating your status within ten working days from submission.

17-7. Points of contact. a. AC Officers contact Mr. Kenneth Mackey at [email protected]

b. RC Officers contact LTC Rolfe P. Clay at [email protected] or (703) 806-7739

c. NGB Officers contact Mr. Jim Fritschi at [email protected] or (703) 607-7337

Chapter 18 White House Fellowship

18-1 Program Description a. Summary: Being a White House Fellow is an honor, a privilege, and a full-time commitment.

Army candidates must be well prepared to compete at the national level; each year only 10-15 Fellows are selected from thousands of applications and only 2-4 members of each class are from the military (with no guarantee one will be from the Army). Selection as a White House Fellow is based on a combination of the following criteria: a record of remarkable professional achievement early in one's career, evidence of leadership skills and the potential for further growth, a demonstrated commitment to public service, the skills to succeed at the highest levels of the federal government, and the ability to work effectively as part of a team. The White House Fellowship program discovers these traits first through a detailed application process and letters of recommendation, then (for a continually narrowing field) two rounds of interviews to find the best candidates nationwide. All these qualities combined with the strength of one's character are taken into consideration when selecting a class of White House Fellows. Interested applicants should review the full details of the program and its history at: https:// www.whitehouse.gov/get- involved/fellows/.

b. The goal of the White House Fellowship extends beyond the career progression goals of the Army. The program aims to bring the best and brightest talent in the nation to Washington, DC so that they may experience and participate in the process of government in the Executive Branch; the program expects Fellows to return to their communities and professions to connect policy, leadership, and vision with significant outcomes. This program is much more than how an Army fellow is “broadened” – it is about what an Army fellow returns through greater, more impactful service to the nation.

18-2 Selection Process: The Army considers the application process for the WHF a three stage process.

a. PHASE I: Army-level validation. In this phase your chain-of-command, your assignments officer, and Human Resources Command ensure: you meet pre-requisites, you have a record of service & potential that makes you competitive for the Fellowship, and (importantly) your career obligations will not be adversely impacted if you are selected as a Fellow in the coming year. The Army application (DA Form 4187) for validation is described below and is due 1 OCT. If you are approved to compete, you will receive the link for the WHF application o/a 17 OCT. (NOTE: You do not need to wait for this link – it is available at the White House website. Candidates are encouraged to start the official WHF application as early as possible. While the WHF application site is open prior to 1 Oct, you will not be authorized to move forward in the process without permission from HRC for Active Competitive Category Office (ACC - Compo 1), NGB for National Guard Officers

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(Compo 2), and USARC/RPMD for Army Reserve officer (Compo 3).

b. PHASE II: WHF Application. This phase requires a significant investment of time in order for you to succeed. HRC will facilitate coaching for candidates in Phase II and beyond by providing your name to an Army WHF Program Champion (an active duty, former WHF who will ensure all candidates are linked with a former WHF for coaching). The WHF application is due 1 FEB, so you and your coach will have at least three months to build the best possible application.

c. PHASE III: Advancing to Regionals and Nationals. The White House Fellowship office (not the Army) makes the first cut after a thorough reading of WHF applications; thousands of applications are screened down to approximately 150 candidates who are subsequently invited to interviews at a Regional Selection Panel. In normal times, this step requires 3-day travel to a designated city in the U.S. in the March/April timeframe. During COVID travel restrictions, interviews were conducted virtually; however, that has been the only exception for travel – officers in the past have returned from overseas to attend Regional interviews. The Regional Selection Panels winnow the field down to approximately 30 National Finalists who are invited to a Selection Weekend in/around Washington, DC in the June timeframe. After nearly three days of interviews and interaction, the President’s Commission on White House Fellows selects 10- 14 candidates as the next class of White House Fellows. Each new class reports to Washington, DC in August.

18-3. Fellowship Tenure/Location

a. All Fellows will be assigned to the U.S. Army Student Detachment, Fort Jackson, SC w/duty at the President’s Commission on White House Fellowship’s, 712 Jackson Place, NW, Washington, DC 20503. (Note: the Director of the President’s Commission on White House Fellowships will determine where fellows are placed during their fellowship tenure.)

b. This fellowship begins August 2024 and completes 12 months thereafter. In only rare circumstances may a Fellow depart the program early; such early withdrawal is usually limited to weeks and requires a formal letter to the White House requesting early release. Candidates must prepare for an entire 12-month tour, without exception; your professional timeline is therefore a key criterion used by HRC when advancing you to PHASE II of the process.

18-4. Obligations Incurred a. Fellows incur a three year active duty service obligation (ADSO), IAW AR 350-100,

served consecutively with other civilian ADSOs. b. Post fellowship assignment will be determined by fellow’s career branch. Currently,

there is no directed utilization for former White House Fellows; however, the Army is pursuing active management of former fellows to capitalize upon the experience gained in service within the Executive Branch.

18-5. Eligibility Criteria a. There is no rank requirement to apply. To be most competitive, however, candidates

should have notable organizational leadership that normally is attained by Captains- Lieutenant Colonels, CW3-CW5, and senior NCOs (E7 and above). Any Soldier applying will be considered and coached toward the best possible application.

b. AC officers must not have more than 19 Active Federal Commission Service (AFCS) years as of August 2024. AC Warrant Officers must not have more than 24 Active Warrant Officer Service (AWOS) years as of August 2024. Other than AC Warrant Officers must not have more than 16 Active Federal Service (AFS) years as of August 2024. Reservists must have a Mandatory Removal Date (MRD) of 1 September 2026 or later and NCOs must have an End Term of Service (ETS) date not earlier than 1 September 2028.

c. MAJs must be ILE complete. Warrants in the rank of CW2 (P) and CW3 must be a graduate of the Warrant Officer Advanced Course. Warrants in the rank of CW4 must be a

46

graduate of the Warrant Officer Staff Course. Warrants in the rank of CW5 must be a graduate of the Warrant Officer Senior Staff Course.

d. All candidates must be able to start fellowship August 2024 and be able to complete full fellowship without interruption.

e. Candidates must meet current Army height and weight requirements. f. Each candidate must hold a baccalaureate degree (minimum) at the time of application.

g. Candidates must be able to hold a TS/SCI clearance (if not already holding such a clearance, each candidate will undergo an investigation before being selected as a White House Fellow).

h. Candidates must not be competing for any other Army-sponsored program, fellowship, or scholarship, until selection is made.

18-6. How to apply a. Not later than 1 October 2023, email a DA Form 4187, signed by an O5

Commander, to your assignments officer/NCO, along with your most recent ACFT scorecard (and/or acknowledgment in the DA Form 4187 that you meet the current standards of fitness).

b. Your assignments officer/NCO and the Leader Development Division of HRC will review and validate the DA Form 4187 and accompanying material. If you meet established criteria and are competitive to proceed, you will receive concurrence within 10 working days of receipt of your paperwork.

O/A 1 NOV you will be contacted by a former White House Fellow who will offer coaching and assistance with the subsequent work of completing the official application.

18-7. Points of contact a. AC Officers - Mr. Kenneth Mackey at

[email protected] or usarmy.knox.hrc.mbx.opmd- [email protected] .

b. Noncommissioned officers (NCOs): usarmy.knox.hrc.mbx.epmd-strategic- broadening- [email protected].

c. Army National Guard – MAJ Mitch Graham at [email protected]. d. Reserve Component Officers (TPU) - [email protected]

e. Reserve Component Officers (IMA/IRR/AGR) - usarmy.knox.hrc.mbx.rpmd- [email protected]

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Appendix - DA Form 4187 (Personnel Action) Procedures

1. Instructions and information required to complete the DA Form 4187.

BLOCK 1 Type the address of the approver that will sign/endorse your da form 4187 requesting to compete. BLOCK 2 Type in AHRC, 1600 Spearhead Division Ave, Fort Knox, KY 40122. BLOCK 3 Your military address. BLOCK 4 Your last name, first name, middle initial.

BLOCK 5 Your current grade/rank and career field/military occupational series. BLOCK 6 Your social security number. BLOCK 7 Leave blank. BLOCK 8 Check line titled “other” and type in BOP BLOCK 9 Hand sign or electronically sign this block with your signature. BLOCK 10 Type in the date you are signing your da form 4187 requesting to compete.

**SECTION IV REMARKS** Each program has unique information required for this field on the DA Form 4187. Find your specific program below in paragraph 2 for the information required for this field. BLOCK 11 Your chain of command colonel or higher must recommend approval for you to submit your request to compete. BLOCK 12 Type approver’s signature block.

BLOCK 13 Approver must hand sign or electronically sign this block. BLOCK 14 Type in the date the approver signs this form.

2. Specific information requirements for Section IV, DA Form 4187.

a. The required information for Section IV, DA Form 4187, are only for the following Broadening Programs: Army Congressional Fellowship

SECTION IV REMARKS

(1) I request permission to compete for the (insert specific name of program(s) you wish to compete for). **If you are competing for multiple programs list in order of preference

(2) My email address is: .

b. The required information for Section IV, DA Form 4187, are only for the following Broadening Programs: White House Fellowship

SECTION IV REMARKS

(1) I request permission to compete for the 2019 White House Fellowship Program. I also understand I cannot apply for any other Broadening Opportunity Program listed at https://www.hrc.army.mil/bop until selection is made.

(2) My email address is: .

  • Chapter_1:_Suspense_Dates_to_Apply
  • Chapter_2:_General_Guidance
  • Chapter_3:_Artificial_Intelligence_Schol
  • Chapter_4:_Army_Congressional_Fellowship
  • Chapter_5:_Asia-Pacific_Center_for_Secur
  • Chapter_6:_Association_of_the_U.S._Army_
  • Chapter_7:_CGSC_Interagency_Fellowship
  • Chapter_8:_CGSC_Interagency_Broadening_C
  • Chapter_9:_General_(R)_Wayne_A.__Downing
  • Chapter_10:_George_C._Marshall_European_
  • Chapter_11:_Harvard_Strategist_Program
  • Chapter12:_JCS/OSD/ARSTAF_Internship
  • Chapter_13:_MG_James_M._Wright_MBA_Progr
  • Chapter_14:_Olmsted_Scholar_Program
  • Chapter_15:_Purdue_University_Military_R
  • Chapter_16:_RAND_Arroyo_Fellowship
  • Chapter_17:__Secretary_of_Defense_Strate
  • Chapter_18:_White_House_Fellowship

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Disclosure of information is voluntary. However, failure to provide information may affect selection process.

Ended

Begins

Signature of Student

Will End

Give reason for any absence which may affect your ability to keep up with your studies (Sickness, leave, or other emergencies) 

Branch/MOS

Last Name - First Name - Middle Initial

Grade

Current Mailing Address (Include ZIP Code) 

Name of School

(City & State)

Electronic Mail Address

Began

If you are having any difficulty with your academic work, give pertinent details

If any subjects have been dropped since last report, give reasons

Remarks (Enter any recommendations, observations, or requests you desire to make) 

Date

QUARTER, SEMESTER OR TERM UPCOMING

Department and Major Field of Study

REPORT TO TRAINING AGENCY

For use of this form, see AR 621-1; the proponent agency is DCS, G-1.

Phone Number (Include Area Code) 

Army Program (Check one) 

If any subjects outside of normal prescribed course have been added since last report, give complete information (If added course will necessitate  a change in present contract, clearance must be obtained from the training agency.) 

NOTE:

DATA REQUIRED BY THE PRIVACY ACT OF 1974

Official Title of Degree Which You Expect to Receive

Date Expected

Type System (Check one) 

QUARTER, SEMESTER OR TERM JUST COMPLETED

SUBJECTS STUDIED DURING ABOVE PERIOD

SUBJECTS TO BE STUDIED

Course Title

Credit Hours

DA FORM 2125, DEC 2019

PREVIOUS EDITIONS ARE OBSOLETE.

APD AEM v1.00ES

Course No.

Course Title

Credit Hours

Course No.

GRADE

AUTHORITY:

PRINCIPAL PURPOSE:

ROUTINE USES:

DISCLOSURE:

Fully Funded

Degree Completion

Scholarship

Semester

Quarter

Other

10 U.S.C. 3013, Secretary of the Army; 10 U.S.C. 4301, Training Generally; AR 621-1.

Cooperative  Degree

To provide a continuing contact with the military student while in attendance at a civilian school under a military sponsored program.

Data collected is used to identify the school; to monitor the subject studies; to obtain student response to selected question; to identify the Army program; to obtain course title /s/, credit hours and grades; to obtain academic plan including faculty advisor awareness; and to establish an address including phone number whereby the military student can be contacted since, normally, the student will reside off-post.

The reverse side of this form will be completed by the student and faculty advisor initially upon entry into school and when changes to academic programs are required.

From

To

From

To

From

To

From

To

From

To

From

To

From

To

From

To

ACADEMIC PLAN

3rd Semester (Quarter) (Term)

REVERSE OF DA FORM 2125, DEC 2019

APD AEM v1.00ES

Course Title

Credit

Hrs

Course

No.

Course Title

Credit

Hrs

Course

No.

Course Title

Credit

Hrs

Course

No.

Course Title

Credit

Hrs

Course

No.

Course Title

Credit

Hrs

Course

No.

Course Title

Credit

Hrs

Course

No.

Course Title

Credit

Hrs

Course

No.

Course Title

Credit

Hrs

Course

No.

4th Semester (Quarter) (Term)

Dates:

Dates:

8th Semester (Quarter) (Term)

Dates:

Dates:

7th Semester (Quarter) (Term)

2nd Semester (Quarter) (Term)

Dates:

Dates:

6th Semester (Quarter) (Term)

1st Semester (Quarter) (Term)

Dates:

Dates:

5th Semester (Quarter) (Term)

FACULTY ADVISOR

NAME:

DEPT:

TELEPHONE:

(Signature - Faculty Advisor)

(Signature - Student)

Military students will provide information concerning entire academic program they plan to undertake. This plan will be completed initially upon entry into school and when changes to the original plan occur. It will be completed in consolidation with and have the approval of assigned faculty advisor.

This plan represents an estimate of the number and sequence of courses that are required for satisfactory completion of all academic  requirements.  The plan is subject to change depending upon actual course offerings during the period specified. This is (an original) (a change  to the original) plan (cross out inapplicable wording.).

1.00ES

DA FORM 2125, DEC 2019

REPORT TO TRAINING AGENCY

APD

  1. NAME_A:
  2. GRADE:
  3. BRANCH:
  4. CURR_ADD:
  5. HOME_NUMB:
  6. NAMESCHOOL:
  7. FIELD:
  8. TITLE_DEG:
  9. DEPARTMENT:
  10. BEGINS:
  11. WILL_END:
  12. BEGAN:
  13. ENDED:
  14. CRSENO_B:
  15. CRSENO_B_1:
  16. CRSENO_B_2:
  17. CRSENO_B_3:
  18. CRSENO_B_4:
  19. CRSTIT_B:
  20. CRSTIT_B_1:
  21. CRSTIT_B_2:
  22. CRSTIT_B_3:
  23. CRSTIT_B_4:
  24. CREHRS_B:
  25. CREHRS_B_1:
  26. CREHRS_B_2:
  27. CREHRS_B_3:
  28. CREHRS_B_4:
  29. CRSTIT_A:
  30. CRSTIT_A_1:
  31. CRSTIT_A_2:
  32. CRSTIT_A_3:
  33. CRSTIT_A_4:
  34. GRADE_A:
  35. GRADE_A_1:
  36. GRADE_A_2:
  37. GRADE_A_3:
  38. GRADE_A_4:
  39. CRSENO_A:
  40. CRSENO_A_1:
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  43. CRSENO_A_4:
  44. CREHRS_A:
  45. CREHRS_A_1:
  46. CREHRS_A_2:
  47. CREHRS_A_3:
  48. CREHRS_A_4:
  49. REAS_ABSEN:
  50. DIFF_WORK:
  51. SUBJ_DROP:
  52. CRSE_ADD:
  53. REMARKS:
  54. SIGNSTUD_A:
  55. signature_BUTTON1:
  56. DATE:
  57. DATE_EXCEP:
  58. SEMESTER:
  59. QUARTER:
  60. OTHER:
  61. FULL_FUND:
  62. DEG_COMP:
  63. SCHOLAR:
  64. COOP_DEG:
  65. SIGNSTUD_B:
  66. FROM_A:
  67. TO_A:
  68. FROM_D:
  69. TO_D:
  70. FROM_C:
  71. TO_C:
  72. FROM_G:
  73. TO_G:
  74. FROM_B:
  75. TO_B:
  76. FROM_F:
  77. TO_F:
  78. FROM_E:
  79. TO_E:
  80. FROM_H:
  81. TO_H:
  82. NAME:
  83. DEPT:
  84. TELEPHONE:
  85. SIGN_FAC:
  86. CRSENO_G:
  87. CRSENO_G_1:
  88. CRSENO_G_2:
  89. CRSENO_G_3:
  90. CRSENO_G_4:
  91. CRSENO_G_5:
  92. CRSTIT_G:
  93. CRSTIT_G_1:
  94. CRSTIT_G_2:
  95. CRSTIT_G_3:
  96. CRSTIT_G_4:
  97. CRSTIT_G_5:
  98. CREHRS_G:
  99. CREHRS_G_1:
  100. CREHRS_G_2:
  101. CREHRS_G_3:
  102. CREHRS_G_4:
  103. CREHRS_G_5:
  104. CRSENO_C:
  105. CRSENO_C_1:
  106. CRSENO_C_2:
  107. CRSENO_C_3:
  108. CRSENO_C_4:
  109. CRSENO_C_5:
  110. CRSTIT_C:
  111. CRSTIT_C_1:
  112. CRSTIT_C_2:
  113. CRSTIT_C_3:
  114. CRSTIT_C_4:
  115. CRSTIT_C_5:
  116. CREHRS_C:
  117. CREHRS_C_1:
  118. CREHRS_C_2:
  119. CREHRS_C_3:
  120. CREHRS_C_4:
  121. CREHRS_C_5:
  122. CRSENO_E:
  123. CRSENO_E_1:
  124. CRSENO_E_2:
  125. CRSENO_E_3:
  126. CRSENO_E_4:
  127. CRSENO_E_5:
  128. CRSTIT_E:
  129. CRSTIT_E_1:
  130. CRSTIT_E_2:
  131. CRSTIT_E_3:
  132. CRSTIT_E_4:
  133. CRSTIT_E_5:
  134. CREHRS_E:
  135. CREHRS_E_1:
  136. CREHRS_E_2:
  137. CREHRS_E_3:
  138. CREHRS_E_4:
  139. CREHRS_E_5:
  140. CRSENO_D:
  141. CRSENO_D_1:
  142. CRSENO_D_2:
  143. CRSENO_D_3:
  144. CRSENO_D_4:
  145. CRSENO_D_5:
  146. CRSTIT_D:
  147. CRSTIT_D_1:
  148. CRSTIT_D_2:
  149. CRSTIT_D_3:
  150. CRSTIT_D_4:
  151. CRSTIT_D_5:
  152. CREHRS_D:
  153. CREHRS_D_1:
  154. CREHRS_D_2:
  155. CREHRS_D_3:
  156. CREHRS_D_4:
  157. CREHRS_D_5:
  158. CRSENO_F:
  159. CRSENO_F_1:
  160. CRSENO_F_2:
  161. CRSENO_F_3:
  162. CRSENO_F_4:
  163. CRSENO_F_5:
  164. CRSTIT_F:
  165. CRSTIT_F_1:
  166. CRSTIT_F_2:
  167. CRSTIT_F_3:
  168. CRSTIT_F_4:
  169. CRSTIT_F_5:
  170. CREHRS_F:
  171. CREHRS_F_1:
  172. CREHRS_F_2:
  173. CREHRS_F_3:
  174. CREHRS_F_4:
  175. CREHRS_F_5:
  176. CRSENO_H:
  177. CRSENO_H_1:
  178. CRSENO_H_2:
  179. CRSENO_H_3:
  180. CRSENO_H_4:
  181. CRSENO_H_5:
  182. CRSTIT_H:
  183. CRSTIT_H_1:
  184. CRSTIT_H_2:
  185. CRSTIT_H_3:
  186. CRSTIT_H_4:
  187. CRSTIT_H_5:
  188. CREHRS_H:
  189. CREHRS_H_1:
  190. CREHRS_H_2:
  191. CREHRS_H_3:
  192. CREHRS_H_4:
  193. CREHRS_H_5:
  194. CRSENO_I:
  195. CRSENO_I_1:
  196. CRSENO_I_2:
  197. CRSENO_I_3:
  198. CRSENO_I_4:
  199. CRSENO_I_5:
  200. CRSTIT_I:
  201. CRSTIT_I_1:
  202. CRSTIT_I_2:
  203. CRSTIT_I_3:
  204. CRSTIT_I_4:
  205. CRSTIT_I_5:
  206. CREHRS_I:
  207. CREHRS_I_1:
  208. CREHRS_I_2:
  209. CREHRS_I_3:
  210. CREHRS_I_4:
  211. CREHRS_I_5:
  212. CRSENO_j:
  213. CRSENO_J_1:
  214. CRSENO_J_2:
  215. CRSENO_J_3:
  216. CRSENO_J_4:
  217. CRSENO_J_5:
  218. CRSTIT_j:
  219. CRSTIT_J_1:
  220. CRSTIT_J_2:
  221. CRSTIT_J_3:
  222. CRSTIT_J_4:
  223. CRSTIT_J_5:
  224. CREHRS_J:
  225. CREHRS_J_1:
  226. CREHRS_J_2:
  227. CREHRS_J_3:
  228. CREHRS_J_4:
  229. CREHRS_J_5:
  230. signature_BUTTON2:
  231. signature_BUTTON3:

Fully Funded Graduate Programs Policy and Procedures

Fiscal Year 2023

(28 June 2022)

2

Summary of Changes

- Updated FY23 student timeline - Updated FY23 HRC Career Division Timeline - Updated School / Payment POCs

Suggested improvements: Users are invited to send comments and suggested improvements on DA Form 2028 (Recommended Changes to Publications and Blank Forms) to Commander, U.S. Army Human Resources Command (AHRC–OPL-C), 1600 Spearhead Division Avenue, Fort Knox, KY 40122 or send DA 2028 via email to [email protected]

3

Table of Contents

A. Key Highlights

B. Advanced Education Programs Overview

1. Advanced Civilian Schools (ACS) Program

2. Graduate School for Active Duty Service Obligation (GrADSO)

3. Performance Based Graduate School Incentive Program (PB-GSIP)

4. Proponent Funded and Managed Programs

5. School/Payment POCs

C. Advanced Education Programs Process

1. Guidance for Filling ACS Quotas

2. Eligibility Criteria and Requirements for ACS

3. Eligibility Criteria and Requirements for GrADSO

4. Eligibility Criteria and Requirements for PB-GSIP

5. Student Nomination Process

6. ACS Nomination Packet

7. GRADSO Slating Process

8. PB-GSIP Selection and Slating Process

9. GRADSO/PB-GSIP Nomination Packet

10. Naval Postgraduate School (NPS) Application Procedures

11. Request for Waivers

12. Request for Exceptions to Policies (ETP)

13. Utilization Tour and Deferrals/Curtailments

14. ACS/PB-GSIP Active Duty Service Obligation (ADSO) and Recoupment

15. GrADSO Active Duty Service Obligation, Recoupment and Waiver

4

D. Student Oriented Section

1. ACS In-Processing and Student Report Requirements

a) AR 621-1 Highlights

b) Summary of In-Processing Requirements

c) Welcome letter

d) DA Form 2125 (Report to Training Agency)

e) Reserve Officer Training Corps (ROTC) or United States Army Recruiting Command (USAREC) Duty memorandum requirement

f) DA Form 1059-1 (Academic Evaluation Report)

2. Tuition and Fees

a) General

b) Guide to Negotiating Tuition Reduction

c) Procedures and Guidelines for Negotiating Tuition

d) Prohibition of Paying Tuition “Out of Pocket”

e) States Granting Resident Tuition Rates to ACS Students

3. Changes to Program of Academic Study and its effect on funding

4. Temporary Duty (TDY) and Permissive TDY (PTDY)

5. Doctorate (Ph.D.) Degree Time Limits and Academic Evaluation Report (AER) Processing

6. Recommended Thesis/Dissertation Topics and Publication

5

A. Key Highlights

1. This Policy and Procedures document covers the ACS, GrADSO, PB-GSIP and proponent funded/managed program processes.

For Degree Completion Program (DCP), Cooperative Degree Program (CDP), Scholarship/ Fellowship/Internship and Training with Industry (TWI) information and points of contact, please reference the Advanced Education Programs Branch (AEPB) Home Page (Note: This link requires AKO USERID and password login.): https://www.hrc.army.mil/Officer/Officer%20Advanced%20Education%20Programs

2. The Advanced Education Programs Branch (including the ACS Section) accepts hardcopy or electronic correspondence. Electronic correspondence is preferred, however, hard copy correspondence can be mailed to following address:

Mail to: Commander Human Resources Command Attn: AHRC-OPL-C 1600 Spearhead Division Ave Fort Knox, KY 40122 Email: [email protected]

3. AEPB processes graduate school nomination packets. Once the packet is approved, AEPB will notify the applicable Professional Services Branch (PSB) to request assignment instructions/request for orders (RFO). NO RFO WILL BE PUBLISHED UNTIL THE PACKET HAS BEEN APPROVED.

4. Annual ACS cost caps for tuition and fees for FY23 are: low cost – less than $28,000; medium cost – less than $48,000; high cost – less than $60,000. This is expressed as an amount including tuition and the mandatory fees covered by the Army for a complete academic year. Academic year is defined as three semesters or the number of term/quarter equivalents (Fall, Spring, Summer, or Spring Summer, Fall, or Summer, Fall and Spring) depending on the start date of the student. Students are required to obtain the detailed, itemized cost of the entire program when they submit their application. Quota allocations in each cost category are provided to each Branch and Functional Area (FA) Manager. Schools requested by the student officer must fit into the cost category of the quota they are filling.

a) Career Satisfaction Program GrADSO has no cost cap, but student officers are encouraged to seek a tuition agreement to lessen the financial burden to the government. Officers are required obtain in-state tuition rates where available.

b) Performance Based Graduate School Incentive Program (PB-GSIP) Cost Cap is at $60,000 per academic year.

5. AEPB pays the tuition and most mandatory fees for students enrolled in fully funded programs. Certain fees will not be paid nor reimbursed and they are the responsibility of the officer, such as application fees, transcripts, health insurance,

6

registration, parking/transportation, graduation fees, student ID, reservation fees, or

books. The AEPB does NOT pay for pre-requisites. If pre-requisites are required, the officer will accomplish them on his/her own, at his/her own cost.

6. Programs of study are annotated and agreed to during the application packet process. The payments to the school are predicated on that agreement as outlined in the Tuition Agreement and the initial DA Form 2125 required in the nomination packet. Any changes to that program of study (including re-arranging courses) or costs require approval by the officer’s career manager and AEPB in advance. No pre- requisites, undergraduate courses or other courses not required for the degree program will be paid by the Army. The Army will not pay for retaking courses for which the officer has not achieved a passing grade.

7. Weekend programs, On-line courses (to include Hybrid courses, in which some traditional face-to-face "seat time" has been replaced by online learning activities) or attendance at “satellite campus” are not within the intent of AR 621-1 and are not supported by AEPB. “Executive” programs will be closely scrutinized for appropriate academic rigor.

8. All fully funded programs support attainment of a single degree. Dual degree programs are not supported unless prescribed by special programs such as the Defense Comptroller Program where the awarding of two degrees is integrated into the program of instruction. Requests to participate in an integrated program must be submitted through the career division to AEPB for evaluation prior to enrollment.

9. The length of civilian schooling will vary with the curriculum, but master’s degrees will not exceed 21 months of continuous full-time study. Exceptions for programs longer than 21 months will be processed as part of the application process endorsed by the training agency and approved by CG, HRC (AHRC-OPL-C).

10.Key Student Requirements - See Section E

11.FY23 (October 2023 to September 2024 Timeline)

Student Timeline (Due to the AEPB)

1 OCT 22 - Winter 23 Nomination Packet Deadline for NPS Jan 2023 starts. 8 OCT 22 - Spring 23 Nomination Packet Deadline (AFIT and NPS) (Mar starts) 15 OCT 22 - Spring 23 Nomination Packet Deadline (other than NPS/AFIT) 11 MAR 23 - Summer 23 Nomination Packets Deadline (including NPS/AFIT) 29 April 23 - Fall 23 (AUG-SEP starts) Nomination Packets (Including NPS/AFIT) 1 JUL 23 - Winter 24 (OCT-DEC starts) Nomination Packets Deadline. 7 OCT 23 - Winter 24 Nomination Packet Deadline for NPS Students (JAN starts). 14 OCT 23 - Spring 24 Nomination Packets Deadline (AFIT and NPS) (MAR starts) 21 OCT 23 - Spring 24 Nomination Packet Deadline (other than NPS/AFIT)

Note: Packet submission dates listed here are for the career division’s submission to AEPB. Students must submit their packets to the career division

7

NLT 30 days prior to these dates so the career divisions have sufficient time to process to AEPB to meet suspense.

HRC Career Division Timeline (to include student timeline above)

*18 JAN 23 01 FEB 23 **18 FEB 23 MAR-APR 23 MAY-23 JUN 23

JUL 23 JUL 23

JUL 23 JUL 23

Quota Usage Intent Due to AEPB National Defense University (NDU) Nominees Due FY23 ACS Quotas Redistributed FY23 GrADSO Quota Allocation coordination meetings Career Divisions input for out-year ACS quota allocations due FY23 by-name GrADSO slating finalized and submitted to Director OPMD for approval. FY23 ACS Quotas Released to PSB’s and other training agencies The Army Educational Requirements System (AERS) Utilization Tour Validation Meeting FY23 AEPB Budget Submission FY23 GrADSO Quota Allocation approved by Director and distributed

* During the January 2023 Quota Usage Intent Meeting, branches are required to submit a by-name roster of officers that they have programmed for school. All unfilled or un-programmed quotas are retrieved by AEPB at that time for redistribution by the Chief, Leader Development Division (LDD).

** Deputies will no longer "trade" or redistribute within their own Career Division.

B. Advanced Education Programs Overview

The AEPB facilitates the education of approximately 1400 students, Scholars and Fellows in any given school year. The AEPB within the OPMD manages officer participation in the following programs covered by this Policy and Procedures Document through which officers pursue fully funded masters or doctorate (PhD) Degrees:

Advanced Civil Schooling (ACS) Graduate School for Active Duty Service Obligation (GrADSO) (Career Satisfaction Program) Performance Based Graduate School Incentive Program (PB-GSIP) Degree Completion Program (DCP) Cooperative Degree Program (CDP) Scholarships/Fellowships/Internships (Non-MEL Producing) Senior Service College Fellowships Training with Industry (TWI)

For information about participation in DCP, CDP, Scholarships/Fellowships/Internships SSC, or TWI, please see the AEPB web page: (https://www.hrc.army.mil/Officer/Officer%20Advanced%20Education%20Programs)

Although the AEPB hosts the programs stated above there are other key players

8

(Training Agencies) involved in the process. Training Agencies per AR 621-1 para 1-6 include Career Branches (Army Acquisition Corps (AAC), Chief of Chaplains, Army Judge Advocate General, Career Divisions of Human Resources Command (basic branches and functional areas), United States Military Academy, Army War College, JCS/OSD, HQDA G3/5/7, and Office of Congressional Legislative Liaison (OCLL), among others.

The AEPB also monitors and assists in the conduct of proponent managed and/or funded programs such as the Advanced Strategic Planning and Policy Program (ASP3) and AFPAK Hands program.

1. Advanced Civil Schooling Program

a) The AEPB is responsible for securing and distributing the Army ACS budget. Budget and manning requirements restrict the number of officers allowed to enter ACS each year. Based on Headquarters, Department of the Army (HQDA) G-3 priorities, budget, career field designation needs and historical data, yearly allocations are developed for all the consumers of ACS educated officers (Training Agencies as defined in AR 621-1).

b) ACS allocations are approved via the ACS quota book by the Director, OPMD, and are normally released in August, but no later than (NLT) 15 September, for the upcoming fiscal year (FY). The AEPB also monitors and assists in the conduct of proponent, such as the Advanced Strategic Planning and Policy Program (ASP3), CASCOM Virginia Commonwealth Supply Chain Management Program, National Defense University, Ft Bragg, and Military Intelligence programs with the National Intelligence University.

c) Once allocations are released, it is then the responsibility of the training agencies (See Section D-1) to select the ACS candidates to fill their quota allocations. Training agencies provide their intent to fill quotas to the Chief of AEPB, LDD, OPMD, HRC no later than 1 JANUARY. Selectees must meet the qualifications outlined in Section D.2. Officers with derogatory information (including NLJ OER) must be approved by the Deputy Director, OPMD. Justification will be provided to AEPB for staffing to the Deputy Director. Officers assigned to OPMD, HRC must be approved for selection to ACS or PB-GSIP by the Deputy Director, OPMD in writing either by e- mail or MFR.

d) Training Agencies will work with their candidate officers to guide their school and program of study selections to meet the requirements of the utilization tour assignment, cost cap limitations and the needs of the Army. Foreign schools require an exception from the Deputy Chief of Staff (DCS) G-1 and must meet Joint Travel Regulation (JTR) tour length minimums (except FAO). US Schools outside the Continental United States (OCONUS) require an exception from CG, HRC and must meet JTR tour length minimum (except FAO). Except where programs of study violate this policy document, the AEPB will defer to the training agency for school selection and program of study decisions. Study abroad program guidance is at Section E4.

george.m.bryson.civ
Sticky Note

9

e) Weekend programs, On-line courses (to include Hybrid courses, in which some traditional face-to-face "seat time" has been replaced by online learning activities) or attendance at “satellite campus” are not within the intent of AR 621-1 and are not supported by AEPB. “Executive” programs will be closely scrutinized for appropriate academic rigor.

f) Dual degree programs will not be supported. There are some special programs (Defense Comptroller Program for example) where the awarding of two degrees is integrated into one program. Requests to participate in an integrated program must be submitted through the career division to AEPB for evaluation.

g) Officers will apply to three desired Continental United States (CONUS) civilian institutions (except FAO) (IAW DA FORM 1618, Section 4, dated DEC 2019), unless otherwise directed by HRC.

h) Nomination packets for officers starting school in the winter (Dec/Jan) are due to AEPB IAW the published schedule. Naval Post Graduate School Packets and Air Force Institute of Technology (AFIT) are due at least 90 days prior to the projected school start date to allow for finalization of acceptance, registration and “Welcome Aboard” packet preparation and distribution. Nomination packets for other schools are due IAW annually published schedule and support the funding obligation timeline (normally 60 days prior to the projected start of school, see timelines on page 7).

i) An ACS nomination packet consists of the following:

(i) DA Form 1618 (Application for Detail as Student Officer at a Civilian Educational Institution or at Training with Industry) - Application for the program and signed ADSO statement.

(ii) DA Form 2125 - Outlining the program of study including courses to be taken for the entire program and itemized by semester.

(iii) Unconditional Letter of Acceptance – From the school.

(iv) Tuition Agreement – From the school laying out costs by semester. Must match the DA Form 2125. Students are required to pursue the lowest possible cost the university can provide.

(v) Transcripts – Undergraduate degree and if applicable other graduate level schooling.

(vi) Officer Record Brief (ORB) – Updated copy from Assignment Branch.

(vii) Waivers and exceptions to policy memorandum requests as required.

(viii)Student Responsibilities Acknowledgment - each item initialed and document signed.

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(ix) Student acknowledgement of AERS Utilization.

j) After the officer’s nomination has been approved by the Chief, AEPB the officer’s Assignment Officer (AO) will request assignment instructions/RFO through the appropriate PSB. The RFO will not be released until approved by Chief, AEPB. The AEPB cannot generate an RFO.

k) Per AR 621-1, the RFO will instruct the student to proceed to their university with a report date of ten days prior to the beginning of class or earliest date required to be present at the university, whichever is earlier. Requests for exception in excess of 10 days must be endorsed by the training agency, accompanied by an agreement of gainful employment, and submitted through the AEPB to the student detachment commander for final approval.

l) Upon arrival, students will in-process through the United States Army Student Detachment (USASD), Fort Jackson, South Carolina via their website at: http://usasd.armylive.dodlive.mil/in-processing/. The student detachment will handle all of the students’ administrative support while in school.

m) Students will submit progress reports on a DA Form 2125 IAW AR 621-1 para 5-9b and the ROTC/USAREC training memo IAW AR 621-1 para. 5-11 to the AEPB. The AEPB will accept the DA Form 2125 and ROTC/ USAREC training memos via mail or e-mail (electronic preferred, see Section E).

Mail to: Commander Human Resources Command Attn: AHRC-OPL-C 1600 Spearhead Division Ave Fort Knox, KY 40122 Email: [email protected]

n) Students will be instructed to provide a courtesy copy of the DA Form 2125 to their appropriate training agency to ensure they are informed of the student’s academic progress. For students required to submit a thesis or dissertation, the title and a short summary must be provided with their final DA Form 2125. Students should be reminded that IAW AR 621-1, they are required to maintain a “B” in every course.

o) Students are funded for the program that was agreed upon between the student, the training agency and Chief, AEPB. Regulation and budget requirements do not facilitate special requests or additional funding.

p) Changes to completion date, program of study, costs or degree scheme must be approved in advance and in writing by training agency and the Chief, AEPB (see Section E-3).

q) Effective 01 SEP 2019, military and civilian schools responsible for issuing DA

Form 1059 AERs will electronically complete and digitally sign the new fillable .pdf-f AER, upload the AER in the Evaluation Entry System (EES), and electronically submit the AER for processing to HQDA. Schools that do not have the capability to CAC sign

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the document will either ink sign and scan or sign via PDF and submit to the Advanced Education Programs Branch, US Army Human Resources Command for processing.. PhD students are required to submit an annual AER.

r) Failure to confer the degree may result in a referred AER.

s) IAW DOD Instruction 1322.10, every ACS quota is associated with an initial utilization tour. The AERS provides for validated fully funded graduate positions and is monitored by the AERS Program Manager, AEPB. Officers receiving ACS funds are expected to fulfill their contractual agreement to the Army by completing their entire utilization tour per AR 621-108 – Military Personnel Requirements for Civilian Education (see Section D-9) and ADSO per AR 350-100 – Officer Active Duty Service Obligation (see Section D-10). Any utilization tour curtailment or deferment must be approved by the Director, OPMD prior to movement of the officer. Requests for tour credit must be approved by the Chief, LDD prior to movement of the officer. Projected AERS utilization tour assignment information will be provided as part of the nomination packet on the HRC Form 214 (Advances Civil Schooling Nomination Form) by the training agency.

t) Participants incur an ADSO of three days for every one day spent in graduate school per AR 350-100 – Officer Active Duty Service Obligations. Upon exiting an ACS program, the AEPB will annotate the officer’s record with a projected ADSO. Once the final 1059-1 is provided, the AEPB will update the ADSO to the actual incurred.

u) Per DoD Instruction 1322.10, Training Agencies will track the utilization tour accomplishment.

v) The AEPB will host a FY23 ACS quota meeting for training agencies during May 2023 to support the ACS budget update submission due in July 2023

2. Graduate School for Active Duty Service Obligation

a) The Director, OPMD has published a policy memo to govern the management of the GrADSO population and the timing of their school attendance (Director, OPMD Memorandum, Guidance for Management of CSP GrADSO Officers, 18 Sep 14).

b) Career Satisfaction Program. Selected officers in Year Groups 2006 through 2013 signed a contract for the option of selecting the option to attend graduate in exchange for an extended service obligation, known as the pre-commissioning GrADSO program. These officers incurred an initial ADSO of three years for signing the contract to have the option of attending graduate school which is served consecutively with their Commissioning ADSO. The majority of the officers selected for GrADSO will begin attendance between their 6th and 11th year of service. GrADSO students are not bound by a tuition cap but are strongly encouraged to seek a tuition agreement to lessen the burden to the government.

c) Officers in GrADSO programs are authorized to attend an accredited graduate school within the United States and encouraged to study in a discipline that enhances

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the competencies required in an expeditionary Army – emphasizing cultural awareness,

regional knowledge, foreign language, governance, diplomacy, national security or social sciences that reinforce operational skills. OCONUS (Alaska and Hawaii) schools require meeting minimum tour length requirements of the JTR and an approval by CG, HRC. Weekend programs, On-line courses (to include Hybrid courses, in which some traditional face-to-face "seat time" has been replaced by online learning activities) or attendance at “satellite campus” are not authorized. “Executive” programs will be closely scrutinized for appropriate academic rigor.

d) Participants incur an ADSO of three days for every one day spent in graduate school per AR 350-100 – Officer Active Duty Service Obligations.

e) A GrADSO nomination packet will be provided within the timelines outlined on page 7. A GrADSO nomination packet consists of:

(i) DA Form 1618 - Application for the program and signed ADSO statement.

(ii) DA Form 2125 – Outlining the program of study including courses to be taken for the entire program and itemized by semester.

(iii) Letter of Acceptance – From the school.

(iv) Tuition Agreement – From the school laying out costs by semester. Must match the DA Form 2125. Students are required to pursue the lowest possible cost the university can provide.

(v) Transcripts – Undergraduate degree and if applicable other graduate level schooling.

(vi) Officer ORB – Updated copy from Assignment Branch.

(vii) Waivers and exceptions to policy memorandum requests as required.

(viii) Student Responsibilities Acknowledgment - each item initialed and document signed.

3. Performance Based Graduate School Incentive Program (PB- GSIP)

a) The Army Chief of Staff initiated the PB-GSIP program with its first year of execution in 2015.

b) PB-GSIP is a 15-21 month education initiative with the mission of enhancing knowledge in key academic disciplines. The purpose is to invest in our future leaders and develop the strategic thinking capital of tomorrow. The program will allow our “Top Performers” to obtain a fully funded 15-21 month Master’s degree. They must apply as a resident student at a U.S. accredited CONUS institution IAW the Academic Year (AY)

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20232024 Performance Based Graduate School Incentive Program (PB-GSIP)

Guidance and Quota Allocation memo, in one of the following seven accredited academic disciplines: Business Administration, Economics, History, Security Studies, Public Administration, Public Policy (MPP), and Computer Science.

c) The cost cap for tuition and fees is $60,000 per academic year.

d) The program is open to Army Competitive Category basic branch key developmental Captains and Majors in Operations, Operations Support and Force Sustainment Career Fields (excluding AG and FI).

e) Officers are nominated for PB-GSIP by their career divisions from the top 10% of their Cohort with final selection made by the Chief of Staff of the Army.

f) A PB-GSIP nomination packet will be provided within the timelines outlined on page 7. A PB-GSIP nomination packet consists of:

(i) DA Form 1618 - Application for the program and signed ADSO statement.

(ii) DA Form 2125 – Outlining the program of study including courses to be taken for the entire program and itemized by semester.

(iii) Letter of Acceptance – From the school.

(iv) Tuition Agreement – From the school laying out costs by semester. Must match the DA Form 2125. Students are required to pursue the lowest possible cost the university can provide.

(v) Transcripts – Undergraduate degree and if applicable other graduate level schooling.

(vi) Officer ORB – Updated copy from Assignment Branch.

(vii) Waivers and exceptions to policy memorandum requests as required.

(viii) Student Responsibilities Acknowledgment- each item initialed and document signed.

4. Proponent Funded and Managed Education Programs

a) Education initiatives from proponents across the Army require HRC monitoring.

b) These education initiatives are funded by the proponent or other organization outside of ACS and are administered by those organizations (including paying schools).

c) All such graduate education initiatives must be approved by the HQDADCS G3/5/7 in conjunction with the DCS, G1 and HRC, LDD. Selection of officers to

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participate in these programs must be coordinated with the applicable HRC Career

Division and LDD.

d) All administration of school attendance including selection, documentation, programming and budgeting, paying schools, and maintaining audit-ready records are the responsibility of the administering organization.

e) The AEPB is responsible for monitoring these programs and maintaining records to substantiate the incurred ADSO including the DA Form 1618. The administering organization is responsible for maintaining all records required to substantiate the expenditure of Army funds and meet all audit-ready requirements.

f) The administering organization will ensure eligibility IAW AR 621-1. Waivers or exceptions to policy for AR 621-1 requirements must be submitted to the AEPB for processing to the appropriate approval authority.

g) The administering organization will provide the AEPB the following information 60 days prior to the officer’s school start date:

(i) Name, rank and last 4 of each officer

(ii) School to be attended

(iii) Degree program

(iv) Start and end dates of program

(v) Signed DA Form 1618

h) The AEPB is responsible for the documentation of ADSOs incurred on the attending officers’ record. Administering organizations will ensure that upon completion DA Form 1059-1 and an official copy of transcripts are provided to the AEPB. The AEPB will ensure the officer’s personnel records are updated with the ADSO, degree information, and placement of 1059-1 and transcripts into the officer’s IPERMS.

5. School / Payment POCs

Any school interface or payment issues will be routed through the appropriate school program manager within AEPB. Schools are divided alphabetically by the SCHOOL NAME, not the officer’s name. Exceptions to Policy for students in school will be routed thru their career branch to the program manager responsible for the

officer’s school for processing:

- Ms. Stephanie Dixon, [email protected], is responsible for schools that begin with letters A-I (Abilene Christian University-IL, Depaul University Chicago);

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- Mr. Chad Gingrich, [email protected], is the AEPB School Program Manager responsible for schools I-S (Indiana - Stevens Institute of Technology) - Mr. Jonathan Nelson, [email protected], is the AEPB School Program Manager responsible for schools S-U (Syracuse University-University of Maryland); - Ms. Jacquelyn Taylor, [email protected] is responsible for select Universities serving Broadening Opportunities Program and Military Schools (Air Force Institute of Technology (AFIT), Carnegie Mellon Univ, Georgetown Univ, George Washington Univ, Naval Postgraduate School (NPS) and Virginia Commonwealth). - Mr. Michael Thomas, , [email protected], is the AEPB School Program Manager responsible for schools University of Massachusetts – Yale Univ - Mr. Daniel Jones, [email protected] is the AEPB Branch Chief.

C. The Advanced Education Programs Process

1. Guidance for Filling ACS Quotas

a) Filling ACS quotas MUST receive the same level of interest and support as regular requisitions. One key ACS goal for the fully funded graduate program is to provide Army officers the best academic education in the timeliest and most cost effective manner. The most beneficial use of Army fully funded resources is to educate officers who exhibit a potential for future military service, possess a strong academic background (transcripts) and demonstrate a potential to achieve a graduate level education.

b) The Director, OPMD approves quota allocations for each FY. These allocations are based on the AERS, The Army Authorization Document System and other approved education initiatives. NLT 15 JAN of the current FY, training agencies will submit a report to the AEPB that reflects their intent for filling ACS quotas including proposed student names if possible. This report will identify quotas that a training agency knows they will be unable to fill.

c) Any training agency that has a special need for additional quotas should contact the Chief, AEPB NLT December of the current FY. Once the need is validated, the AEPB will include the request when considering where to reallocate unused quotas for the current FY and IAW HQDA G-3 prioritization. Since funding for the year is capped, any additional quotas will come from another training agency (Career Branch or Career Division) that is not able to fill their quotas.

d) In January, the Chief, AEPB will reallocate quotas that have not been identified for use in the current FY. Any training agency that wishes to “swap” with another training agency must inform the AEPB of that intent so that utilization of the quotas can be properly recorded.

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e) Training agencies that need an increase for the following FY must provide a decision paper thru CG, HRC, AEPB to HQDA, G-3 (DAMO-TR) for consideration in the upcoming quota development process. ACS quotas are capped at 412 unless exceptions are approved by the HQDA G-3. Justification will include citation of the AERS utilization tour positions which the school quota will support.

2. Eligibility Criteria and Requirements for ACS

Assignment officers carefully screen applicants for ACS to ensure they meet the following criteria:

 Regular Army or Voluntary Indefinite status at time of application and selection.

 Not more than a total of 17 years Active Federal Service (AFS) upon entry into the ACS Program. (Note: Warrant officers have different AFS criteria. See AR 621-1, para 6-1(b) for details).

 Undergraduate degree in an appropriate academic discipline.

 Completed baccalaureate degree with a minimum grade point average (GPA) of 2.5. If a Soldier holds more than one completed baccalaureate degree, the highest GPA will be considered (waivers may be granted by the Chief, AEPB, on a case by case basis for GPAs).

 Graduate management admission test (GMAT) or graduate record examination (GRE) score if required for acceptance by the academic institution or as part of the selection and nomination process of the training agency.

 Acceptance into a graduate program which has no prerequisites -- If prerequisites are needed, officers should complete them prior to entering the ACS Program. Prerequisites may be taken using tuition assistance IAW AR 621- 5. ACS will not fund courses that are taken as a prerequisite or taken as a non-degree requirement elective.

 Acceptance into a resident graduate program at a main campus. ACS does not support courses taken at satellite facilities or thru on-line programs (to include Hybrid courses, in which some traditional face-to-face "seat time" has been replaced by online learning activities). On-line courses may be taken as an exception to policy, but must be an integral part of the academic program of study and approved in advance.

 Demonstrated potential for future military service. Officer must NOT be at risk for promotion to the next higher grade.

 SECRET clearance (TS SCI for NDIC MSSI program).

 Qualified for promotion or recently promoted to where ACS attendance will not

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place the applicant at risk for promotion to the next higher grade.

 Branch certification that the applicant has no derogatory information in their file (to include NLJ OER). Approval authority is Deputy Director, OPMD.

 Career timeline allows for schooling and an initial utilization assignment for a minimum of two years (many training agencies require initial three year utilization).

 If the prospective student works within OPMD, the Deputy Director must approve the nomination.

3. Eligibility Criteria and Requirements for GrADSO

Career Managers carefully screen applicants for GrADSO to ensure they meet the following criteria:

 Regular Army or Voluntary Indefinite status at time of application and selection.

 Cannot have more than a total of 17 years AFS upon entry into the program (waiverable).

 Have a signed contract or agreement in their Army Military Human Resource Record, year groups 2006-2013

 Attendance in GrADSO between the 6th and 11th year of commissioned service.

 Undergraduate degree in an approved academic discipline at a U.S. accredited school.

 Undergraduate GPA of 2.5 or better.

 Acceptance into a graduate program which has no prerequisites -- If prerequisites are needed, officers should complete prerequisites prior. Prerequisites may be taken using tuition assistance IAW AR 621-5. GrADSO will not fund courses that are taken as a prerequisite nor taken as a non-degree requirement elective.

 Demonstrated potential for future military service. Qualified for promotion or recently promoted to where school attendance will not place the applicant at risk for promotion to the next rank. No derogatory information or flags in file. Removal of officers from GRADSO has been delegated to the Director, OPMD for approval.

4. Eligibility Criteria and Requirements for PB-GSIP

Career Managers carefully screen applicants for PB-GSIP to ensure they meet the following criteria:

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 Regular Army or Voluntary Indefinite status at time of application and selection.

 Cannot have more than a total of 17 years AFS upon entry into the program (Waiverable).

 Basic Branch KD CPT or MAJ in the top 10% of their cohort with demonstrated potential for future military service. (Final approval for selection rests with the CG HRC (reviewed by the Army G1).

 Career timeline supports 15-21 month degree program.

 Undergraduate degree in an approved academic discipline at a U.S. accredited school.

 Undergraduate GPA of 2.5 or better.

 Acceptance into a graduate program/top tier university IAW the approved 20232024 PB-GSIP guidance memo.

5. Student Nomination Process

a) Procedure. Nominees for ACS and GrADSO are selected by training agencies, screened by the Career Divisions and PSB and staffed to the AEPB for final approval.

b) Responsibilities.

1) Training Agencies specific to ACS (per AR 621-1 para 1-6).

(a) Coordinate with Branch/FA proponents for focus areas of study and recommended schools based on Career Maps found in DA PAM 600-3 and the skills required for the utilization tour position.

(b) Screen nominees to ensure they meet eligibility criteria and requirements for ACS.

(c) Determine nominee’s potential for future military service.

(d) Examine the nominee’s career timeline to ensure they have enough time to complete the degree and serve a utilization tour (two years - minimum; three years - the norm).

(e) Select nominees to fill quota allocations. (f) Instruct nominee to submit request for ACS (DA Form 1618) with 3

requested CONUS schools. Per DA REG 621-1, one of those schools must be a tax supported school (normally a “state” school from the officer’s state of residence or where in-state tuition rates will apply). One school on DA Form 1618 required for GrADSO.

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(g) Send “Student Guidance from Training Agency” to each nominee. Example found in Appendix D.

(h) Communicate with nominee on final school selection and field of study (note that for ACS, the training agency has decision authority for the school and field of study).

(i) Assemble the ACS nomination packet (see Appendix D for detailed requirements).

(j) Submit nomination packet through Career Division Chief to the AEPB.

(k) Publish RFO ONLY after the nomination packet is approved and notified by the AEPB.

(l) Manage annual quotas and utilization tour assignments.

2) Advanced Education Programs Branch, Leadership Development Division:

(a) Ensure nominee meets all eligibility criteria and requirements for ACS.

(b) Ensure packet contains all necessary documents.

(c) Apply for nominees attending Syracuse Comptroller Program.

(d) Nominate NDU applicants.

(e) Verify cost category and quota availability for each nomination.

(f) Approve/disapprove school selection, nomination packet and notify Career Division.

(g) Provide welcome letter to selected students.

(h) Provide sponsorship letter to schools.

(i) Develop yearly quotas for Director, OPMD approval and distribute to training agencies.

6. ACS Nomination Packet

a) Electronic submission of nominations are required for all training agencies utilizing the OPMD Tool Kit.

b) The ACS Nomination Packet, IAW AR 621-1 para 6-5, must include the following:

i. Nomination Form. Career Division Responsibility

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ii. DA Form 1618, signed by officer and first field grade commander in their chain of command. This is the signed contract between the officer and the Army, and must be on file before the officer can begin ACS. Candidate Responsibility

iii. Letter of acceptance from university to which the officer is being nominated. Do not need letters of acceptance from every university to which the officer applied, only the final approved university. Memoranda from United States Military Academy (USMA) or other training agency will not be accepted as a replacement for the letter of acceptance. Candidate Responsibility

iv. Current and accurate ORB. Automatically attached in the Tool Kit

v. Complete career timeline. Assignments Officer Responsibility

vi. All undergraduate and graduate level transcripts. Candidate Responsibility

vii. Initialed Tuition Agreement. Listed by term: number of hours each term/semester, the tuition rate per hour, providing a total for tuition per year and itemized list of mandatory fees, with a per-annual total. Include total required hours for degree. Officer must initial beside tuition statement to denote understanding of maximum authorized tuition. Candidate Responsibility

viii. Student Acknowledgement of Responsibilities. An example can be found in Appendix C. Candidate Responsibility

ix. Student acknowledgment of AERS Utilization. Candidate Responsibility

x. DA Form 2125 outlining the planned program of study (courses to be taken by semester). The only exception to the requirements are for officers to attend NPS, NIU and NDU. Candidate Responsibility

xi. If applicable, the following must be included:

i. USMA Data Sheet (for all USMA nominations). USMA Responsibility

ii. Request for Waiver (GPA, TIS). If a waiver is required, the workflow must go through the officers HRC Division Chief. Candidate Responsibility

c) Incomplete packets will be returned (SEE ME) for correction and delay processing.

7. GrADSO Slating process

a) GrADSO officers are slated for attendance in accordance with reference 10

(Director, OPMD Memorandum, and Guidance for Management of CSP GrADSO Officers, 18 Sep 2014).

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8. PB-GSIP Slating process

a) Attendance using the PB-GSIP program will be treated like an assignment. Quotas will be provided to the Career Divisions in August of each year. They will conduct a nomination selection process from basic branch (excluding AG and FI) KD CPTs and MAJs in the top 10% of their cohort.

b) Nominations will be due to AEPB NLT the End of September.

c) AEPB will package the nominations (primary and alternates) for decision by the Chief of Staff, Army (CSA) by the end of November.

d) Officers will be notified by their career division after approval by CSA and will be directed to begin the process of applying to schools.

e) Each cohort (currently set at 30) will be split between fall and spring starts. Summer starts will not be included.

9. GrADSO/PB-GSIP Nomination packet

Electronic submission of nominations are required for all training agencies utilizing the OPMD Tool Kit.

a) The GrADSO Nomination Packet, IAW AR 621-1, must include the following :

i. Nomination Form. Career Division Responsibility

ii. DA Form 1618, signed by officer and first field grade commander in their chain of command. This is the signed contract between the officer and the Army, and must be on file before the officer can begin GrADSO. Candidate Responsibility

iii. Letter of acceptance from university to which the officer is being nominated. Do not need letters of acceptance from every university to which the officer applied, only the final approved university. Candidate Responsibility

iv. Current and accurate ORB. Automatically attached in the Tool Kit

v. Complete career timeline. Assignments Officer Responsibility

vi. All undergraduate and graduate level transcripts. Candidate Responsibility

vii. Initialed Tuition Agreement. Listed by term: number of hours each term/semester, the tuition rate per hour, providing a total for tuition per year and itemized list of mandatory fees, with a per-annual total. Include total required hours for degree. Officer must initial beside tuition statement to denote understanding of maximum authorized tuition. Candidate Responsibility

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viii. DA Form 2125 outlining the planned program of study (courses to be taken by semester). Candidate Responsibility

ix. Student Acknowledgement of Responsibilities. An example can be found in appendix C. Candidate Responsibility

x. If applicable, Request for Waiver or Exception to Policy (GPA, TIS). If a waiver is required, the workflow must go through the officers HRC Division Chief. Candidate Responsibility

b) Incomplete packets will be returned (SEE ME) for correction and delay processing.

10. Naval Postgraduate School (NPS) Application Procedures

a) Army officers need to apply online, with the goal of receiving a conditional acceptance letter. The purpose is to prescreen the officer prior to applying to Army ACS. http://www.nps.edu/Academics/Admissions/ApplyOnline/ApplyNow.html

b) Obtaining a conditional acceptance letter in advance of applying to an ACS training agency assists the selection process and expedites the formal NPS admissions process after an officer has been selected by the Army. Officers interested in fully funded education at NPS should provide their training agencies copies of all college transcripts, and a copy of their NPS conditional acceptance letter when submitting their ACS applications.

c) Army officers applying for admission to the Department of National Security Affairs must include GRE scores, taken within five years of the date of application.

For additional questions regarding Admissions procedures please contact NPS.

d) After You Apply request official sealed transcripts from all schools attended (undergrad/grad). Transcripts should be sent directly to NPS from the school(s) attended to the following address:

Admissions Office (Official Transcripts) Naval Postgraduate School 1 University Circle, He-022 Monterey, CA 93943-5100

e) Some institutions deliver transcripts electronically through secure means. If your institution subscribes to one of these programs, the email address for electronic transcripts is [email protected]

f) If you have previously submitted materials or documents to the NPS Admissions Office, please contact them directly to verify the documents are on file before ordering a new set of documents.

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g) U.S. students with degrees from international institutions are required to have their degrees evaluated by a service credentialed by the National Association for Credential Evaluation Services: http://naces.org

h) GRE Scores are required for some programs see: http://www.nps.edu/Academics/Admissions/Programs/Masters.html

i) PhD requirements are found on: http://www.nps.edu/Academics/Admissions/Programs/Doctoral.html

j) Helpful Web Links: Academic Catalog: http://www.nps.edu/Academics/GeneralCatalog/Home.htm

11. Request for Waivers

a) The following criteria may be waived by the Chief, Advanced Education Programs Branch.

(1) GPA

(2) Time in service (TIS), must be able to complete ADSO.

b) Waivers will be considered on a case by case basis. Decision will be based on the officer's total packet. If a waiver is required, the workflow must go through the officers HRC Division Chief.

12. Request for Exception to Policies (ETP)

a) Per AR 621-1, the following items require a request for ETP which will be processed to the appropriate approval authority by the AEPB:

(1) Changes to academic or program plan including:

(a) Changes to number of hours taken in a given semester/term

(b) Changes to the cost of the academic program

(c) Requests to take an overseas course as part of an academic plan (note: no travel or additional costs will be covered by the Army and courses must be an integral part of a US based academic program).

b) Requests for ETP will be submitted thru the officers Branch/assignment officer to AEPB. If an ETP is required, the workflow must go through the officers HRC Division Chief. Example found in Appendix F.

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13. Utilization Tour and Deferrals/ Curtailments

a) Army Educational Requirements System Utilization Tour.

1) Initial tour. The DOD policy (DODi 1322-10) specifies that officers who attend fully or partially funded civilian schooling for 12 months or more will serve an initial utilization tour in positions validated for graduate education. This utilization will be for a minimum of 24-months and will normally occur immediately following such education, but not later than the second tour.

2) Subsequent tours. The DOD policy states that officers with an advanced civilian degree will serve as many subsequent AERS utilization assignments as Army requirements and professional development considerations will permit.

b) Request for Deferral/Curtailment of Utilization Assignment.

1) The Director, OPMD is the approval authority for all requests for initial deferral/curtailment from initial AERS utilization assignments, except for officers in the Judge Advocate General's Corps and Chaplain's Corps.

2) Submit requests to Chief, AEPB, HRC (AHRC-OPL-C). Be specific and detailed when explaining justification for deferral/curtailment.

3) Requests will be considered on a case by case basis.

4) Example utilization deferment found in Appendix G.

c) AERS utilization tour credit.

1) The Chief, LDD is the approval authority for all requests for tour credit for initial AERS utilization assignments, except for officers in the Judge Advocate General's Corps and Chaplain's Corps.

14. Submit requests to Chief, Advanced Education Programs Branch, HRC (AHRC-OPL-C). Be specific and detailed when explaining justification why the requested assignment should be considered as an equivalent to an AERS utilization tour position. Example Tour Credit Request Memo found in Appendix H.ACS/PB-GSIP Active Duty Service Obligation (ADSO) and Recoupment

a) References.

1) AR 350-100 (dated 8 August 2007), Officer Active Duty Service Obligations, para. 2-8, 3-3, 3-4 and 4-1.

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2) AR 621-1 (dated 11 December 2020), Advanced Education Programs and Requirements for Military Personnel.

b) Active Duty Service Obligation.

1) Officers incur an ADSO of three days for every one day in school. The entire schooling period counts toward the ADSO, to include weekends, holidays, leave taken during school, etc. The officer incurs an ADSO regardless of whether he/she graduates.

2) The AEPB, AERS Program Manager calculates the ADSO from the duration of course dates on the AER and records the start and end date of the ADSO on screen eight in the Officer Record Data (ORD) of the ORB, in TOPMIS II.

3) The ADSO begins the day after the officer leaves school.

4) The ADSO can be waived (see below for further explanation).

c) Recoupment.

1) In order to have the ADSO waived, the officer must submit a waiver at the time of the request for retirement or separation. However, the approving authority may choose to accept recoupment of funds from the officer instead of having them serve out the remaining ADSO. This decision is up to the ASA (M&RA).

2) Recoupment equals the percentage of time remaining in the ADSO times the cost of the education. The AEPB will calculate the recoupment, but the final amount is determined by DFAS IAW US Code Title 10, 2005, DoD instruction 1322.10, AR 621- 1, AR 350-100, and AR 37-104-4.

15. GrADSO for Active Duty Service Obligation, Recoupment and Waiver

a) Active Duty Service Obligation.

1) Officers who sign the GrADSO contract while they are Cadets (USMA or ROTC) incur a three-year ADSO which runs consecutively (after) with their commissioning ADSO.

2) After they have attended their schooling, they incur an additional ADSO of three days for every one day in school. The entire schooling period counts toward the initial ADSO, to include weekends, holidays, leave taken during school, etc. The officer incurs an ADSO regardless of whether he/she graduates.

3) There is a provision to allow a portion of their post school ADSO to be reduced by the time served between their initial GrADSO ADSO and their attendance at school, but in no case will the post-school ADSO be less than 36 months.

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4) The AEPB calculates the ADSO from the duration of course dates on the AER and records the start and end date of the ADSO on screen 8 in the ORD of the ORB, in TOPMIS II. The AERS Program Manager is responsible for calculation of all ACS ADSO.

5) The ADSO begins the day after the officer leaves school.

6) The Post School ADSO cannot be waived (see below for further explanation).

b) Recoupment.

1) The Post School ADSO cannot be waived; however, the Army may choose to accept recoupment of funds instead of having the officer serve out the ADSO. The decision is subject to Army requirements.

2) Recoupment equals the percentage of time remaining in the ADSO times the cost of the education. The AEPB will calculate the recoupment, but the final amount is determined by DFAS IAW US Code Title 10, 2005, DoD instruction 1322.10, AR 621- 1, AR 350-100, and AR 37-104-4.

c) Initial (pre-school) ADSO Waivers. Requests for a waiver of the initial ADSO will be processed as a request for time in service waiver as part of the Unqualified Resignation Process as outlined in AR 600-8-24. The approving authority for waivers of the initial GrADSO ADSO is the CG, HRC.

D. Student Oriented Section

1. ACS In-Processing and Student Report Requirements

a) AR 621-1 REGULATION HIGHLIGHTS

- TDY and per diem travel are not authorized. Requests for PTDY travel, with justification, must be submitted 90 days prior to departure date through your training agency and the AEPB office (Para 2-9) on a PTDY Request Form.

- You are not authorized to audit, take credits that do not apply directly to your degree, or take courses for noncredit without prior approval (AR 621-1 para 5-10). See Section D10 of this document to request approval.

- You must be enrolled full time the entire schooling period to include summer sessions. For most universities, the requirement is 9-12 credits for fall and spring, and 6-9 credits for summer (AR 621-1 para 5-11). Any exceptions must be requested and approved in advance IAW Section D10 of this document. Funding amounts to pay for tuition and fees are tied to the DA Form 2125; do not take more hours than indicated on your DA Form 2125.

- If your school does not have regular summer sessions, you must submit a

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proposed program through your training agency for gainful employment during the summer sessions and indicate whether university credit will be given (AR 621-1 para 5-11).

- You are required to attend school full time uninterrupted. Therefore, you are not authorized to attend military courses (ILE, Airborne School, etc.) while you are enrolled in the ACS program. Executive, weekend or on-line degree programs (to include Hybrid courses, in which some traditional face-to-face "seat time" has been replaced by online learning activities) are not within the intent of AR 621-1.

- You will meet degree requirements as quickly as possible. If requirements can be met in less time than allowed, you will promptly inform your training agency, the ACS office and USASD.

- You will maintain the highest standards of conduct and appearance and will abide by the civilian dress code of the civilian institution (AR 621-1 para 5-12).

- You will devote full time to academic studies. Business activities are restricted in accordance with the Department of Defense Joint Ethics Regulation (DoD 5500.7-R). Professional and other military activities will be voluntary and will not interfere with the student’s academic studies. Student teaching or research assistanceships are permitted; however, any compensation afforded by the institution must be applied as a credit to the student’s tuition bill.

- Requests for exceptions/extensions/early graduation must be justified in writing, endorsed by your academic advisor and sent thru your training agency to the AEPB (AHRC-OPL-C) at HRC and communicated with the US Army Student Detachment.

BOOK PAYMENTS

There is no stipend to defray application fees and offset the cost of books. It is the responsibility of the individual student to pay application fees and the costs of books. Do not forward book receipts to AEPB.

b) Summary of in-processing requirements:

(1) Upon arrival, students will in-process through the USASD, Fort Jackson, South Carolina via their web site at http://usasd.armylive.dodlive.mil/ or http://usasd.armylive.dodlive.mil/in-processing/ for in-processing requirements

(2) Submit an updated DA Form 2125 to the AEPB and their training agency after arrival at school and at the end of each semester/quarter/term including grad information to verify no changes to program of study. The DA Form 2125 will be submitted to the AEPB prior to the add/drop deadline for the subsequent semester.

(3) Visit the registrar to ensure registration indicates in-state or resident status. Provide copy of orders or other forms necessary.

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(4) Visit the bursar’s office (Third Party Billing) to confirm receipt of the Army Sponsorship letter. Ensure inclusive dates are correct. If not there, or not correct, contact the AEPB program manager responsible for your school.

(5) All bachelor’s and master’s degree fully and partially funded students will participate with the nearest U.S. Army Cadet Command ROTC battalion or USAREC battalion one day each month during the academic year.

(6) Changes to completion date, program of study, costs or degree scheme must be approved in writing by training agency, PSB and Chief, AEPB in advance.

(7) Submit a DA 1059-1 and official transcript at end of studies to the AEPB.

c) Welcome Letter

The AEPB will provide a welcome letter to each nominated officer. This letter will provide the officer with the basic information needed to in-process and accomplish the initial requirements upon arrival at School.

d) DA Form 2125 (Report to Training Agency)

1) Officers will email a DA Form 2125 to the ACS office at [email protected] and courtesy copy their appropriate training agency after arrival at the school (updating the DA Form 2125 submitted with the nomination packet) and at the end of each academic term to ensure they are kept abreast of academic progress. List previous semester and grades, for grades lower than “B,” explain unsatisfactory performance. Officers who receive grades lower than “B” are subject to removal from the program. List upcoming semester and highlight any academic issues. Thesis title and one paragraph summary will be listed in the remarks column on the final DA Form 2125. Tuition is linked to receipt of the DA Form 2125 so do not delay submission. Programs of study are expressed and agreed to during the application packet process. Funding is aligned and the payments to the school are predicated on that agreement as outlined in the DA Form 2125. Any changes to that program of study or costs require approval in advance. No pre- requisites or other courses not required for the degree program will be paid by the Army.

2) The Army will not pay for retaking courses where the officer did not achieve a passing grade. AR 621-1 does provide a provision that the Army may not pay for the failed course. In many schools, achieving a C is not a passing grade.

e) ROTC or USAREC Duty

1) Reference: AR 621-1 (11 December) Para 5-11. Training attendance

2) All bachelor’s and master’s degree fully and partially funded students will participate with the nearest U.S. Army Cadet Command ROTC battalion or USAREC battalion one day each month during the academic year. This participation will not

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interfere with the student’s schooling. Due to the nature of ROTC and USAREC duty and the student’s schedule, this day may be on a weekend. Officers assigned to the USMA student detachment will serve their one day per month with the USMA Department of Behavioral Sciences and Leadership.

a. Within 45 days of arrival at school, students will coordinate with the Professor of Military Science (PMS) at the nearest Army ROTC battalion to jointly design a program for that one day per month that best meets the needs of the student and ROTC.

b. If there is no ROTC battalion available on campus or nearby, then the student will contact the nearest USAREC Battalion Commander and jointly design a program that best meets the needs of the student and the Recruiting Command.

c. To obtain contact information for the closest recruiting battalion headquarters, students may contact the local recruiting station or go to http://www.usarec.army.mil and click on the “Brigades & Battalions” link.

3) Student participation is intended to provide mentorship, recent technical and tactical input, and raise availability of access to experienced Army personnel who will be telling the Army story. The PMS and USAREC Battalion Commanders will not require students to serve in a direct role as a primary instructor or recruiter. Students assist in support of instruction or recruiting efforts if appropriately qualified. The PMS and USAREC Battalion Commanders will not assign any tasks outside of the one day per month and will not interfere with the student’s directed academic program.

4) Students will not be required to incur additional expenses in the conduct of this duty.

5) Students will submit an outline of their program participation in memorandum format with their quarter, semester or term DA Form 2125. The memorandum will state the dates and focus of participation and be signed by the officer and the PMS or USAREC Battalion Commander.

6) Students will not receive evaluations for their participation with ROTC or USAREC. The PMS’ and USAREC Battalion Commanders may provide input on the semester program outlines or contact the applicable student detachment for questions, comments, or concerns pertaining to an individual officer.

7) Scope or participation inquiries will be directed to HRC (AHRC–OPL–C), AEPB. Inquiries for student populations will be routed through USASD, Fort Jackson.

8) If the local ROTC or USAREC commands cannot use your service, submit a semester/quarter memorandum in the same format stating that you made contact but the PMS/Recruiting Battalion Commander will not require participation. The memorandum will be signed by the officer, PMS and USAREC Battalion Commander. This will be verified back to USAREC and Cadet Command.

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f) DA Form 1059-1 (Academic Evaluation Report)

1) In accordance with MILPER Message 19-183 the Army is transitioning to an updated version of the Academic Evaluation Report for Civilian Institutions DA 1059- 1 (dated MAR 2019) beginning 17JUN 2019. All courses with a graduation date of 1 SEP 2019 or later will utilize the applicable DA Form 1059 AERs, dated MAR 2019. Both forms (NOV 2015 & MAR 2019) are authorized for use through 31 AUG 201

2) Effective 01 SEP 2019, military and civilian schools responsible for issuing DA Form 1059 AERs will electronically complete and digitally sign the new fillable .pdf-f AER, upload the AER in the Evaluation Entry System (EES), and electronically submit the AER for processing to HQDA. Schools that do not have the capability to CAC sign the document will either ink sign and scan or sign via PDF and submit to the Advanced Education Programs Branch, US Army Human Resources Command for processing.

3) Students are required to one official degree awarding transcript to the AEPB usarmy.knox.hrc.mbx.opmd-army- [email protected] or via mail to: Commander, HRC, ATTN: AHRC-OPL-C, 1600 Spearhead Division Avenue, Fort Knox, KY 40122) NLT 60 days after the conclusion of their education period. Most students leave prior to the university issuing transcripts. Ensure you retain a copy of the AER to prevent reconstruction in the event of loss. Contact the AEPB via e-mail if the AER has not been posted after 90 days from the time your degree awarding transcripts are sent.

4) Upon receipt of degree awarding transcripts, the ACS Technician annotates the discipline and funding code, stamps the AER with an official seal, and signs off as the reviewing official in section III, block 13. To reduce the delay in processing, officers should sign the DA Form 1059-1 before submission. The AEPB also annotates the officer's ADSO in TOPMIS.

5) The AEPB will provide the AER with transcript to the Officer Evaluation Records Branch, which will be processed within 30 days of receipt. Officer Evaluation Records Branch will not process AERs until they have been annotated, stamped and sealed by the AEPB.

6) The AER and official degree awarding transcript together are the only official documents that reconcile the expenditures incurred under the auspices of the fully-funded ACS program should HRC be audited. They are also the only documents that officially authorize the entry of appropriate civil educational level data into the OMPF and subsequently onto the officer’s ORB. The transcripts should indicate that the appropriate degree in the applicable curriculum was awarded. If the transcript indicates this but is not official, Career Divisions should contact the respective university and verify the applicable degree was awarded and subsequently reflect this information by annotating the AER with the following:

TYPE OF DEGREE: (MS, MA, Ph.D., etc.) AWARDED: (Date degree was awarded) VERIFIED BY: (Name of person at the school) NAME: (Name of person contacting the school, title and Career Division)

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7) Failure to complete the training in the time allotted constitutes an adverse report. AR 621-1 makes no provision for additional time in absentia for a thesis, additional course work or special projects. Students who fail to achieve a degree at the conclusion of their formal period of study or training, who voluntarily withdraw, or who are dis-enrolled for substandard academic performance or misconduct prior to completion of their study must submit an AER IAW AR 621-1, para 5-9(d).

8) Students that exceed the funding cap, drop classes after the refund period, fail to qualify for in-state tuition rates, or receive a non-passing grade are responsible for payment to the university for the class or tuition difference in question. Repeated funding violations are grounds for removal from the program.

9) The officer’s Career Division or FA Manager, as the reviewing official, has the authority to annotate Section III of the AER with the comment that the student failed to achieve a degree in the time allotted and refer the AER to the individual for acknowledgment or comment. A copy of the final report MUST be forwarded to the AEPB so the officer’s education file can be officially closed out. Assignment Officers will ensure a degree has not been annotated on the officer’s ORB.

10) Master’s students in programs of 24 months or less will receive a single AER upon completion of their study. Doctoral candidates will receive an annual AER. Upon completion of coursework, doctoral candidates will include current transcripts and state the approximate completion date for their dissertation.

11) The AEPB will only accept DA Form 1059-1 dated MAR 2006, reference AR 623-3, dated 14 June 2019 and DA PAM 623-3, dated 27 September 2019, Evaluation Reporting System.

(a) Upon arrival, students will in-process through the USASD, Fort Jackson, South Carolina. Go to their website at http://usasd.armylive.dodlive.mil/in-processing/ for complete in-process instructions.

(b) Submit an updated DA Form 2125 to the AEPB and their training agency after arrival at school and at the end of each semester/quarter/term including grad information to verify no changes to program of study. DA Form 2125 will be submitted to the AEPB prior to the add/drop deadline for the subsequent semester. Visit the registrar to ensure registration indicates in-state or resident status. Provide copy of orders or other forms necessary.

(c) Visit the bursar’s office (Third Party Billing) to confirm receipt of the Army Sponsorship letter. Ensure inclusive dates are correct. If not there, or not correct, contact the AEPB.

(d) All bachelor’s and master’s degree fully and partially funded students will participate with the nearest U.S. Army Cadet Command ROTC battalion or USAREC battalion one day each month during the academic year.

(e) Changes to completion date, program of study, costs or degree scheme must be approved in writing by training agency, PSB and Chief, AEPB in advance.

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(f) Submit a DA 1059-1 and official transcript at end of studies to the AEPB.

2. Tuition and Fees

a) General

1) The Army expects ALL officers to participate in reduced tuition programs. Many sponsored programs have existing tuition reduction agreements in place, examples: Harvard Strategist, Joint Chief of Staff and Office of Secretary of Defense Intern Program or individual training agency programs. Students who do not attend an existing reduced tuition agreement program are expected to negotiate tuition reduction on their own. By actively pursuing tuition reduction, officers have the opportunity to attend a more prestigious university at a reduced cost. Officers that secure a tuition reduction pass on additional financial resources to other officers applying for ACS.

2) Current annual cost categories for FY23: low $0 to $28,000, medium $28,001 to $48,000, and high $48,001 to $60,000. Cost categories are the actual expense for the individual program (tuition and fees) calculated for one complete academic year and reflected on the officer’s acceptance/tuition letter. For example, an officer attending through a low cost category and starting in January (spring semester) 2023 the cost cannot exceed $28,000 for his/her attendance from January through December (spring, summer and fall). A fall 21 start, would include costs for Fall 21, spring and summer 23 semesters. Be aware that tuition may vary from program to program within a university, that many universities do not included summer sessions or fees in the cost estimate process and that numerous programs are willing to assist with graduate tuition cost.

3) During the student’s time in school, they will have two tuition accounts with the university. The first is the student account. The second will be our account with the third party billing office.

(a) The student is responsible for paying fees that are not covered by their program.

(b) Students should not worry about notices about unpaid tuition on their student account unless the university “blocks” the student from registering for classes in the upcoming semester. The Third Party billing office will invoice the AEPB (per the sponsorship letter provided to the school) after the add/drop date. The AEPB cannot process payment to the school until an invoice has been received.

(c) Any payment issues should be brought to the attention of the AEPB program manager responsible for that school.

Mrs. Jacquelyn Taylor, [email protected], is responsible for select Universities serving Broadening Opportunities Program and Military Schools (Air Force

Institute of Technology (AFIT), Carnegie Mellon Univ, Georgetown Univ, George Washington Univ, Naval Postgraduate School (NPS) and Virginia Commonwealth).

- Ms. Stephanie Dixon, [email protected], is responsible for schools that begin with letters A-I (Abilene Christian University-IL, Depaul University Chicago);

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- Mr. Jonathan Nelson, [email protected], S-U (Syracuse University – University of Maryland);

- Mr. Chad Gingrich, [email protected], I-S (Indiana - Stevens Institute of Technology

- Mr. Michael Thomas, , [email protected] U-Z (University of Massachusetts – Yale University).

- Mr. Daniel Jones, [email protected] is the AEPB Branch Chief.

b) Guide to Negotiating Tuition Reduction

1) Tuition Reduction Agreements. Informal written agreements often referred to as (1) individual tuition agreement, (2) tuition agreement incorporated in the acceptance letter, or (3) Memorandum of Agreement between an Army agency and the academic institution. Informal written agreements may be either broad (apply to all officers attending the university) or narrow (apply to one specific officer) in scope. They may be a one-time agreement or a standing agreement effective for a specific length of time. Because of this flexibility, universities may be willing to offer limited scope agreements, which provide substantial cost savings to the Army. While these agreements are not legally enforceable, HRC is not aware of any case in which a university has intentionally failed to honor an agreement of this nature. Individual tuition agreements or tuition agreements incorporated in the acceptance letters are the most common vehicles for securing special tuition reductions.

2) Methods for Negotiating Agreements

a. Primary: Individual officers may attempt to secure a reduced tuition agreement on their own behalf. This has the advantage of distributing the workload associated with this task but ultimately results in increased total efforts as separate agreements must be negotiated for each officer. The success of this approach is highly dependent upon the individual officer's academic qualifications and the individual's persistence and negotiation skills.

b. Alternate: The program training agency may negotiate the reduced tuition agreements. The training agency may pursue a narrow agreement for an individual student or a broader agreement to cover multiple students over a specific period of time. Example: Specific departments within USMA can engage the respective departments of universities with the goal of developing a portfolio of agreements to achieve the desired level of educational diversity among their rotating faculty. Collective agreements are much more time consuming and normally require the Army to compromise during negotiations.

c) Procedures and Guidelines for Negotiating Informal Written Agreements

1) No Contracts: The single most important point to keep in mind when seeking informal agreements for reduced tuition is that the government cannot be obligated in any way. The agreements cannot make guarantees of attendance or commitment to send a prescribed number of students to a university in exchange for reduced tuition. The tuition agreements do not serve as Army contracts.

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2) Bottom Line: Don’t be afraid to ask for tuition reduction. Many universities are willing to assist Army officers financially. Start with a department head and not an administrator. Clearly state that the university receives an excellent, experienced, professional student and mentor for younger students and the Army officer receives a high quality education at a reduced rate.

3) Formality: While these agreements are informal and not intended to be legally enforceable contracts, they must be made in writing on university letterhead and be signed by an official empowered to commit the institution. The terms must be stated in a straightforward and unambiguous fashion to preclude honest misinterpretations by either the university or the government. The letter must clearly state the amount to be charged each term for the duration of the degree. The training agency should keep the original and a copy of the agreement must be forwarded to HRC (AHRC-OPL-C) with the ACS nomination packet.

4) Meeting the Cost Category: The Army ACS program distributes school quotas by cost category. The categories reflect FY totals as stated above. The goal of the tuition reduction agreements is to bring the tuition rates of a university, which normally does not fit the budget restraints of a cost category, down to a rate that falls into the ACS authorized category. Reduced tuition agreements must reflect the cost of tuition for each period of schooling, whether semester or quarter and meet the criteria of the ACS cost category. The agreement must also cover the entire period of schooling from start date to graduation date to ensure that the cost of tuition does not alter while the officer attends school.

5) Multiple Year Agreements: Tuition reduction agreements for multiple years, multiple students and multiple disciplines are excellent. However, they must still cover the entire period of schooling for all students under the agreement. If a student's schooling period is past the end date of the initial tuition reduction agreement, then a new agreement must be coordinated to cover the student for the duration of their program.

6) Legal Requirements: While there is no requirement for a legal review of an informal written agreement, it is strongly recommended that those individuals who engage in negotiations on behalf of a training agency first consult with the training agency and local ethics advisor for any special guidance that may apply as a result of unique statutory or policy issues pertaining to said training agency. Officers should clearly express that they are negotiating on their own behalf. If questions of representation are involved, i.e. a university under the impression they are negotiating with the Army, the officer must forward any such written agreements to the Department of the Army (AHRC-OPL-C) for legal review.

7) Terminology: Each university handles their tuition reduction differently. Therefore, they may select to use the following terms: in-state tuition rate, resident tuition rate, tuition reduction, or offset. All of these terms are acceptable for use in the tuition reduction agreements as long as the student does not accept the money directly. All financial discounts should be credited to the student’s account and reflected upon the invoice sent to ACS for final billing.

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8) Letter Example: The University may state in the acceptance letter the source of the additional funding in excess of current cost category cap if necessary, but it is not required. For example, the university may state that the Russian Studies department will pay the difference between $21,000 and full tuition. A university/department may refer to its contribution to an officer’s tuition as an offset, waiver, tuition reduction, difference, etc.

3) The AEPB requires the terms of the reduced tuition agreement be specified in the acceptance letter or tuition agreement letter from the university to include: (1) the amount charged to the Army for tuition and fees each term, (2) the number of credit hours taken each term, and (3) the total number of required credit hours for degree requirements. An example for an 18 month program where the officer begins school in the fall can be found in Appendix I.

d) Prohibition of Paying Tuition “Out of Pocket”

1) Students are not authorized to pay any tuition “out of pocket” or make up the difference in tuition to attend a higher cost category university (This does not include fees and other expenses not covered in AR 621-1, Chapter 6). The officer is responsible for all fees not paid by the Army, i.e. registration, parking, recreation, deposit, enrollment, transcript, cap and gown fees, ID card, book cost, etc. Officers may be held accountable for incompletes, failing grades or failure to remain in compliance with the approved program requirements, i.e. taking courses not required, failing to submit in-state waiver for residency tuition status. The Army cannot allow students to pay for tuition with their own funds or through their own financial arrangements due to financial and legal risks that may be incurred. Specific reasons are as follows:

a. Should the student or financing agent refuse or become unable to pay their share of tuition, the Army could become liable for the unpaid balance.

b. Should the officer not complete his studies or depart the service prior to completing his service obligation, it is legally unclear as to whether the Army would be able to recoup the full amount of the pro rata costs expended on the educational program. The cumulative financial and legal risks accruing from multiple annual agreements of this nature would vastly outweigh the potential mutual benefits of any such financial arrangement.

c. A policy allowing such financial arrangements opens the door to charges of economic discrimination, since only those potential students who possess, or who have access to, the financial means to avail themselves of such an arrangement would be able to profit from it.

2) Master’s students choosing to pursue a PhD will not be funded for any PhD associated tuition and fees. Master’s students are required to complete their approved master’s degree and proceed to their utilization tour. Students that continue on, primarily USMA sponsored students, will not be extended under a master’s quota. Students desiring to pursue a PhD must find a training agency for a new ACS quota or

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do so at no expense to the Army.

3) Some universities for selected programs require a tuition deposit be paid in advance to hold the students seat. The AEPB cannot pay this deposit up front and it will be paid by the student, if unable to get the school to waive it. These are normally credited to the student’s tuition account. When the university invoices the AEPB, they must invoice the entire amount of tuition and fees (not discounting the deposit paid by the student). The AEPB will pay the entire amount and the school will then credit/refund the deposit amount to the student. Reservation fees that are not tied to the cost of tuition are the responsibility of the student. Reservation fees are not reimbursed or subsidized by ACS.

e) States Granting Resident Tuition Rates to Service Members

There are many intricacies to in-state tuition qualification. For the most current information refer to the DoD In-State Tuition Page available on the ACS Links page or directly at: https://www.hrc.army.mil/TAGD/Army%20Continuing%20Education%20System%20AC ES

3. Changes to Program of Academic Study

a) Changes to the program of study (moving classes around, taking more classes than was listed on your original DA Form 2125, etc.) have a direct impact on the ability of the AEPB to align funding to pay the school. The AEPB obligates funds for each semester based on the original plan. It is updated based on the DA Form 2125 the student submits upon reporting to the school. There are valid reasons for a change in program (course will not be offered when originally planned etc.), but those changes must be submitted to the AEPB IN ADVANCE or there is a risk of an Anti-Deficiency Act violation which may result in the student bearing the costs of the change.

b) All requests to change an officer’s academic program must be in writing. Training agencies have disapproval authority. The Chief, AEPB is the final approval authority for requests that are approved by the training agency. Examples of common requests to change an officer’s academic program are:

 Reduced course load

 Change of end date (extension or curtailment of graduation date)

 Overseas travel

 Retake a course

 Request TDY or PTDY

 Request leave

 Change discipline

 Summer Semester Schedule

 Extend Phase I or II of Ph.D. program

 Change to original academic plan submitted with the ACS nomination packet

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c) All requests will include, at a minimum:

 Justification

 Statement on how it will affect the officer’s graduation date (if none, state so)

 Cost to the Army due to the change (if none, state so)

 Officer’s signature

 Written endorsement by the officer’s academic advisor

 Written endorsement by the officer’s training agency (Career Branch, Career Divisions of Human Resources Command, United States Military Academy, Professor Army War College, etc.)

 Written endorsement by the officer’s Career Manager/Assignment Officer

d) Requests must be routed through the officer’s training agency to the AEPB (AHRC-OPL-C) and received by the AEPB not later than 90 days prior to the beginning of the term or desired action. For overseas travel, 120 days is required. For changes to graduation dates where the branch is not the training agency, the career branch must also recommend approval/disapproval and CDR, USASD will be informed of the change by the Chief, ACS.

4. Temporary Duty and Permissive Temporary Duty (PTDY)

a) No money is budgeted for travel in any of our programs. Do not select

a degree scheme that requires travel. NO requests for funded TDY will be approved by HRC. You may request funds from your training agency or follow on assignment. Per AR 621-1, paragraph 5-7, Travel: “The CG, HRC, plans and budgets all funds to meet programmed educational requirements (para 2–5). This does not include funds for TDY travel and per diem for fully or partially funded programs.”

b) Students may request travel funding from their training agency or the organization to which they will be assigned if the research or attendance will benefit the training agency or organization. Students may also travel by no cost or PTDY in accordance with AR 600–8–10. The student is responsible for making all travel arrangements.

c) Students may accept, in certain circumstances, support of travel expenses from a non-federal source (e.g. the university). Contact the Program Manager for your school at least 90 days in advance for instructions on processing of those requests. In most cases, travel support must be done “in-kind” and you may not receive any funds even in reimbursement.

d) Students will submit CONUS requests for PTDY travel to the appropriate training agency a minimum of 90 days prior to the desired date of departure. Requests will contain justification that the travel is required by the institution. All requests must be endorsed by the student's academic advisor, training agency, and submitted to Commander, HRC, ATTN: AHRC-OPL-C, 1600 Spearhead Division Avenue, Fort Knox, KY 40122 for final approval. Information copies will be sent to

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the proper student detachment as shown in AR 621-1 para 7-11.

e) OCONUS Travel requests. Students in AR 621-1 programs are not permitted to travel to hazardous duty areas. Students who desire to travel to approved overseas areas in conjunction with study abroad as a part of their overall academic program may do so as long as the cost of tuition does not exceed the projected costs in the tuition agreement and they receive appropriate academic credit toward their degree. Requests will contain justification that the travel is required by the institution. Study abroad tuition must be billed through the U.S. degree awarding university in accordance with the existing third party sponsorship agreement. Students will travel at their own expense unless funding is provided by their training agency or gaining organization. All requests must be endorsed by the student’s academic advisor, training agency and submitted to HRC (AHRC-OPL-C) 120 days before desired date of departure for final approval. The additional requirement allows for approval through HRC (AHRC-OPL-C), travel coordination through the applicable student detachment, passport processing, country clearances, and administrative processing. The student is responsible for making all travel arrangements.

f) Travel Request required information.

(1) Requests for PTDY must include the following:

(a) Name, grade, SSN

(b) Name and location of school

(c) Inclusive dates and number of days of PTDY period

(d) Place of PTDY

(e) Mode of travel

(f) Purpose of PTDY and credits earned (with documentation that it is required)

(g) Detailed list of costs (with documentation, i.e. program, brochure, syllabus)

(h) Endorsement from academic advisor Endorsement from training agency (i.e.

your branch, functional area, or USMA--whoever sponsored you)

(j) Security or country clearances, passports, or visas required

(k) Detailed itinerary

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5. Doctorate Degree Time Limits and AER Processing

a) In accordance with AR 621-1, officers participating in the ACS Program pursuing a doctorate degree are allowed a maximum of up to five years to obtain their degree. An ACS PhD program has, if necessary, two phases:

 Phase I covers the period of time spent on campus for completion of preliminary research, coursework, and comprehensive exams for a maximum of three years (Professor Army War College (PAWC) candidates will only receive two years in residence).

 Phase II is the period of time for completion of doctoral research and completion of a dissertation in conjunction with teaching duties at USMA or duties in another AERS validated assignment for a maximum Phase I and Phase II total of five years.

b) On an exceptional basis, an officer may be granted an extension allowing him/her to remain in the PhD program as a non-resident (full time on campus enrollment will not exceed a three year period), but students must understand that these exceptions will be few. Requests for extension must be submitted in writing through the officer’s training agency, career division or functional area manager. If approved, the training agency will be required to use a current year quota to fund the extension. Requests must include:

 An explanation as to why the degree will not be completed by the original completion date

• How the officer expects to complete his degree if given additional time

• The projected date of completion (date dissertation will be approved and

graduation date if different than dissertation date)

• The faculty advisor’s recommendation with revised and signed DA Form 2125, and an endorsement from USMA, PAWC or training agency

• This information is in addition to those items listed in “Changes to Program of Academic Study” in Section D-3 of this SOP. Officers pursuing a master’s degree, who have begun a PhD program on their own, may not apply to change their existing master’s quota to a PhD quota.

c) Academic Evaluation Report. The AER for Doctoral candidates are required yearly. Upon completion of coursework, PhD candidates will include current transcripts and state the approximate completion date for their dissertation. If the officer continues in an all but dissertation (ABD) status at his/her next assignment (e.g. USMA), the officer will receive OER’s for that period of time. Once the degree is complete, the officer will receive another 1059-1 covering the entire program and showing the conferral of degree.

d) The ACS office will only accept DA Form 1059-1 dated MAR 2019, reference AR 623-3, dated 14 June 2019 and DA PAM 623-3, dated 27 September 2019, Evaluation Reporting System.

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6. Recommended Thesis/Dissertation Topics and Publication

a. Strategic Studies Institute U.S. Army War College, Key Strategic Issues List (KSIL), https://ssi.armywarcollege.edu

b. TRADOC, Studies & Analysis Division (S&AD), Requirements Integration Directorate (R), Army Capabilities Integration Center (ARCIC), US Army, COMM: 757.788.5802, DSN: 680.5802 Internet: http://www.arcic.army.mil/Home/index.aspx

c. For students interested in publishing, Military Review, http://usacac.army.mil/CAC2/MilitaryReview/ Managing Editor, (913) 684-9339 or [email protected].

Fully Funded Graduate Programs Policy and Procedures Appendixes

Appendix A References

Publications

1. AR 621-1, Advanced Education Programs and Requirements for Military Personnel (11 December 2019)

2. AR 350-100, Officer Active Duty Service Obligations (8 August 2007)

3. AR 621-7, Army Fellowships and Scholarships (8 August 1997)

4. AR 621-108, Military Personnel Requirements for Civilian Education (26 March 2007)

5. AR 621-5, Army Continuing Education System (11 July 2006)

6. AR 623-3, Evaluation Reporting System (14 June 2019)

7. DA PAM 623-3, Evaluation Reporting System (27 September 2019)

8. Department of Defense (DoD) Instruction 1322.10, Policy on Graduate Education for Military Officers (29 April 2008)

9. DoD Instruction 1322.06, Fellowships, Scholarships, Training with Industry(TWI) and Grants for DoD Personnel (15 November 2007)

10. Director Officer Personnel Management Directorate (OPMD) Memorandum, Guidance for Management of Career Satisfaction Program (CSP) Graduate School for Active Duty Service Obligation (GrADSO) Officers, 18 Sep 2014

Appendix B Forms

DA Form 1618 - Application for Detail as Student Officer at a Civilian Educational Institution or at Training with Industry. (Cited in para 3–4.)

DA Form 2125 - Report to Training Agency. (Cited in paras 2–11, 2–14, 3–6, 4–6, and 5–6.)

DA Form 1059–1 - Civilian Institution Academic Evaluation Report. DA Form 1059-1 is available at: http://www.army.mil/usapa/eforms/pdf/A1059_1.PDF

Student Acknowledgement of Responsibilities – Example in appendix C

Appendix C

Example of Student Acknowledgement of Responsibilities

MEMORANDUM FOR RECORD

SUBJECT: Student Acknowledgment of Responsibilities

Reference:

a. Army Regulation 621-1, Advanced Education Programs and Requirements for Military Personnel, 11 December 2019

b. Advanced Education Programs Branch (AEPB) Policy and Procedures Manual, FY 22

I acknowledge the following responsibilities (initials at each):

I have read and understand the AEPB Policy and Procedures Manual especially Section E – Student Oriented Section.

I understand that immediately upon my arrival at my university/college, I will contact the Third Party Billing office with the school’s bursar’s office to ensure that they have received the sponsorship letter from AEPB and that the inclusive dates are correct. If not, I will contact the AEPB Program Manager (PM) responsible for my school.

I understand that within 45 days, I will contact the local ROTC Professor of Military Science (PMS) to arrange for my working with them 1 day each month, conduct of APFT/HT/WT checks and gainful employment during school breaks. If there is no ROTC detachment locally, I will contact the nearest Recruiting Battalion Commander. (This does not apply to FLEP or PhD students)

I understand that upon arrival at my school, I will contact my academic advisor and update my DA Form 2125. I will provide that DA2125 to the Program Manager responsible for my school within 30 days.

I will provide a DA Form 2125 with grades following each semester/term/quarter to the PM responsible for my school. I understand that failure to submit the DA Form 2125 will affect the timing of payment to my school and may cause disruption of my program of study.

I understand that any changes to my program of study to include enrolling in online courses must be approved in advance by AEPB. Failure to obtain prior approval may result in my being financially responsible for any differences in tuition. Changes will be submitted through the PM responsible for my school.

I understand the Army’s education programs does not fund travel. Requests for Permissive TDY travel, with justification, must be submitted 90 days prior to departure date (120 if OCONUS) through my training agency to the AEPB office on a PTDY Request Form.

I understand that I will provide updated contact information (telephone numbers and email addresses) to the Program Manager responsible for my school upon acceptance into an ACS program and arrival at school.

______I understand all ACS personnel will routinely check their military email accounts on

a weekly basis for messages from HRC and/or the US Army Student Detachment.

Student Name Signature

Date

Appendix D

Example of Acknowledgement of AERS Utilization

OFFICE SYMBOL 1 August 2023

MEMORANDUM FOR RECORD

SUBJECT: AERS Utilization Verification

1. I acknowledge that an AERS Utilization is required IAW AR 621-108 Military Personnel

Requirements for Civilian Education.

2. Point of contact for this acknowledgement is CPT John Jones, (555)555-5555, at

[email protected].

JOHN D. JONES

CPT, IN

Commanding

Appendix E

Example of Student Guidance from Training Agency:

Dear <ACS Nominee>,

1. You are being nominated for the Army’s Advanced Civil Schooling (ACS) program to pursue a <Masters>/<PhD> degree in <specify exact discipline>. This memorandum provides guidance and instructions for submitting your ACS packet. Please read this memorandum and follow instructions completely. This will improve timely processing of your nomination packet.

2. Preparation.

a. Apply to selected universities.

1) [ If ACS Candidate] Contact training agency POC for a list of preferred schools that offer the academic programs that will best serve the needs of the Army. Ensure your request is for quality graduate programs in a traditional main campus classroom setting. Executive or weekend programs and attendance at “satellite campus” are not within the intent of AR 621-1. Advanced Education Programs Branch will do all it can to honor the desire and recommendation of the training agency. However, the final approval authority for your nomination is the Chief, Advanced Education Programs Branch.

2) [If GrADSO candidate] Contact training agency POC with your choices of preferred school and program. Ensure your request is for quality graduate programs in a traditional main campus classroom setting. Executive or weekend programs and attendance at “satellite campus” are not within the intent of AR 621-1.

3) [ If ACS/PB-GSIP Candidate] You are authorized to apply to U.S. accredited universities that falls into the cost category based on FY21 quota allocations: Low $0-28,000, Medium $28,001-48,000, or High $48,001-60,000 annual (full 12 months of school attendance) cost category. The PB-GSIP is $60,000.

The standard for meeting a cost category is the student specific tuition agreement with the university that includes both tuition and mandatory fees. Do not apply to a university that does not fall into your authorized cost category and do not select a degree scheme that requires travel, as no TDY funding is available for ACS.

4) [If ACS//PB-GSIP Candidate] You will not be able to attend a university that exceeds your authorized cost category; however you may, attempt to negotiate a reduced tuition agreement with the university that will place that institution in your authorized cost category. Ensure you follow tuition negotiation guidance in Section D-3 of the AEPB SOP when speaking to a university. You are expected to seek tuition reduction even if the university is within your allotted cost category. You may accept scholarships and grants from authorized organizations (including the university) that do not provide a conflict of interest but the payment of those must be directly to the university to offset tuition and fees. You may not accept any money directly, nor are you authorized to offset tuition by paying tuition from your pocket.

5) [If GrADSO Candidate] There is no current cost cap on tuition for GrADSO participants. However you are encouraged to attempt to negotiate a reduced tuition agreement with the university to lower the burden on the government. Ensure you follow tuition negotiation guidance in Section D-3 of the AEPB SOP when speaking to a university. You may accept scholarships and grants from authorized organizations (including the university) that do not provide a conflict of interest but the payment of those must be directly to the university to offset tuition and fees. You may not accept any money directly, nor are you authorized to offset tuition by paying tuition from your pocket.

6) The Army is sponsoring the majority of your education costs; in return you are expected to attend a university at the lowest possible tuition rate, for the shortest time possible, serve in a utilization position and complete the incurred Active Duty Service Obligation (ADSO). Where available, you must obtain the in-state rate for tuition.

7) There is no reimbursement for application fees, transcripts, health insurance, registration, parking/transportation, graduation fees, student ID, reservation fees, or books. These expenses are the responsibility of the student.

8) Officers are required to attend school full-time, to include summer sessions, and complete their degree in the shortest amount of time possible.

9) When applying to schools without summer sessions, the officer must provide a plan for the summer session(s) to be approved by Advanced Education Programs Branch and the Student Detachment at Ft Jackson.

(a) Possible courses of action for summer may include: 1) directed research; 2) internship; 3) Gainful employment with local ROTC or USAREC organization.

(b) Officers that are unable to register for a full-time schedule, as defined by the university, must submit a request for exception.

10) A master degree through ACS is limited to 21 months (USMA allocations and GrADSO are 24 months). Do not assume you will receive an extension at the end of your 21 months. Extensions must be requested in advance and approved by AEPB. See the AEPB SOP at the ACS Home Page for details.

11) Letters of acceptance must state the following:

 Name of officer being accepted

 Statement of acceptance to the school (not “conditional acceptance”)

 Degree to be obtained (MA, MS, Ph.D., LLM, etc.)

 Department and discipline to which admitted

 Registration and class start dates

 Inclusive dates of the officer’s program of study (imperative that they be accurate)

 Expected graduation date

 Length of academic program in terms of required credit hours, months, and number of semesters (i.e. 33 semester hours, 18 months, and 3 semesters)

 No pre-requisites required.

 Point of contact at the institution

3. ACS packet IAW AR 621-1. Send the following to your branch or functional area manager for inclusion in your ACS packet:

1) DA Form 1618 (Application for Detail as Student Officer at a Civilian Educational Institution or at Training with Industry)—completed and signed.

2) Letters of Acceptance with the required information. 3) Tuition Agreement outlining the program of study. Must say resident status for universities that grant resident

tuition to military students. Detailed itemized listing of tuition and mandatory fees by term/quarter/semester for the entire program of study. Student will initial requested tuition amount prior to submission to denote understanding of authorized tuition limit. Depending on the school, the tuition and fees for that period beyond the first year may be an estimate.

4) DA Form 2125 outlining the program of study by semester/term initialed by your academic advisor. 5) Undergraduate and graduate transcripts for ALL college level courses taken. If applying to the Syracuse

University Defense Comptroller Program, submit two official transcripts.

6) Waiver requests: Waivers and Exception to Policy requests are in memorandum format and state why the officer should receive an exception. Samples are available in Section D-7 and 8 of the SOP. All Waivers will be submitted through the officer’s Assignments Branch to AEPB. Chief, Advanced Education Programs Branch is the approval authority.

7) Acknowledgement of responsibility (Appendix C). 8) Acknowledgement of AERS Utilization (not required for GrADSO/PBGSIP). (Appendix D)

4. Additional information about the ACS program can be found on the ACS Home Page

(https://www.hrc.army.mil/Officer/Officer%20Advanced%20Education%20Programs ) and in AR 621-1, Advanced Education Programs and Requirements for Military Personnel.

Point of contact for ACS is your training agency (Career Branch)

Appendix F

Example of memorandum format for ALL waivers

OFFICE SYMBOL 1 August 2023

MEMORANDUM THRU

Commander, U.S. Army Human Resources Command (ATTN: Branch – Assignments Officer), 1600 Spearhead Division Avenue, Fort Knox, KY 40121

FOR Commander, U.S. Army Human Resources Command (ATTN: AHRC-OPL-C), 1600 Spearhead Division Avenue, Fort Knox, KY 40121

SUBJECT: Time in Service (TIS) Waiver for Over 17 Years Active Federal Service (AFS) Upon Entry into the Army’s Fully Funded Advanced Civil Schooling (ACS) Program

1. I am requesting a TIS waiver to participate in the Army’s fully-funded Program. If selected, and upon entry into the ACS Program, I will have XX.X years (or XX months) of Active Federal Service at the time I will begin my educational program.

2. This is X.X years (or XX months) greater than the 17 years stipulated in AR 621-1, Para 6-1d (1).

3. If selected, and upon entry into the ACS Program, I understand that I will incur Active Duty Service Obligation (ADSO) IAW AR 350-100.

4. I will completely fulfill my ADSO and required utilization tour incurred as a result of participation in the ACS Program. I will not request to separate from military service prior to fulfillment of my ADSO, and I understand that any request to do so may be disapproved.

5. I may be contacted at (111) 222-3333 should there be any questions.

JOHN C. DOE CPT, EN Commanding

Appendix G

Example request for exception to policy (ETP)

OFFICE SYMBOL 4 February 2023

MEMORANDUM THRU

Commander, U.S. Army Human Resources Command (ATTN: Branch – Assignments Officer), 1600 Spearhead Division Avenue, Fort Knox, KY 40121

FOR Commander, U.S. Army Human Resources Command (ATTN: AHRC-OPL-C), 1600 Spearhead Division Avenue, Fort Knox, KY 40121

SUBJECT: Exception to Policy (ETP) to the Army’s Fully Funded Advanced Civil Schooling (ACS) Program for an Extension.

1. I am requesting an ETP to the Army’s fully-funded Program. I am requesting an extension from 21 months to XX months not to exceed 24 months.

2. Justification: (Officer states reasons why the extension is necessary, i.e. what happened during the semester that led to the extension request).

3. This is stipulated in AR 621-1, Para 6-1.

4. If approved, I understand that I will incur an Active Duty Service Obligation (ADSO) IAW AR 350-100.

5. I will completely fulfill my ADSO and required utilization tour incurred as a result of participation in the ACS Program. I will not request to separate from military service prior to fulfillment of my ADSO, and I understand that any request to do so may be disapproved.

6. I may be contacted at (111) 222-3333 should there be any questions.

JOHN C. DOE CPT, EN Commanding

Appendix H

Example of utilization deferment request

OFFICE SYMBOL 1 August 2023

MEMORANDUM THRU

Chief, (OSD), U.S. Army Human Resources Command (ATTN: AHRC-OPB-E), 1600 Spearhead Division Avenue, Fort Knox, KY 40122

Chief, Advanced Education Programs Branch (AHRC-OPL-C), U.S. Army Human Resources Command, 1600 Spearhead Division Avenue, Fort Knox, KY 40122

Chief, Leader Development Division (ATTN: AHRC-OPL), U.S. Army Human Resources Command, 1600 Spearhead Division Avenue, Fort Knox, KY 40122

FOR Director, Officer Personnel Management Directorate, U.S. Army Human Resources Command (ATTN: AHRC-OPB), 1600 Spearhead Division Avenue, Fort Knox, KY 40121

SUBJECT: Request for AERS Utilization Tour Deferment for CPT Officer Name, XXX- XX-1234

1. Request AERS Utilization Tour Deferment for CPT Officer Name following his graduation from his ACS Program sponsored Master’s Degree in May 2018.

2. Justification: Justification for requesting deferment.

3. Current AERS fill rate: XX%

4. The point of contact for this action is MAJ John C. Doe, FA 49 Assignment Officer, at 502-613-1234 or email [email protected].

JOHN C. DOE CPT, EN Commanding

Appendix I

Example of utilization tour credit

AHRC-OPA-E 1 August 2023

MEMORANDUM THRU

Chief, OSD, U.S. Army Human Resources Command (AHRC-OPB-E), 1600 Spearhead Division Avenue, Fort Knox, KY 40122

Chief, Advanced Education Programs Branch (AHRC-OPL-C), U.S. Army Human Resources Command, 1600 Spearhead Division Avenue, Fort Knox, KY 40122 Chief, Leader Development Division (AHRC-OPL), U.S. Army Human Resources Command, 1600 Spearhead Division Avenue, Fort Knox, KY 40122

FOR Director, Officer Personnel Management Directorate, U.S. Army Human Resources Command (AHRC-OPZ), 1600 Spearhead Division Avenue, Fort Knox, KY 40122

SUBJECT: Request for AERS Utilization Tour Deferment for MAJ John J. Smith, XXX- XX-1234

1. Request AERS Utilization Tour Deferment for MAJ John J. Smith following his graduation from his ACS Program sponsored Master’s Degree in May 2018.

2. Justification: Justification for requesting deferment.

3. Current AERS fill rate: %

4. The point of contact for this action is MAJ John C. Doe, FA 49 Assignment Officer, at 502-613-1234 or email [email protected].

JOHN C DOE MAJ, FA 49 Assignment Officer

Appendix J

Example for an 18 month program tuition

A. University on the semester system:

(1) (Tuition rate per credit hour) times (number) of credits for 1st semester Fees for 1st semester—[List all mandatory]

Total tuition and fees for 1st semester (Tuition rate per credit hour) times (number) of credits for 2d semester Fees for 2d semester—[List all mandatory]

Total tuition and fees for 2nd semester (Tuition rate per credit hour) times (number) of credits for 3d semester Fees for 3d semester—[List all mandatory]

Total tuition and fees for 3d semester

Total tuition and fees (for first calendar year) .

(2) (Tuition rate per credit hour) times (number) of credits for 4th semester Fees for 4th semester—[List all mandatory]

Total tuition and fees for 4th semester (Tuition rate per credit hour) times (number) of credits for 5th semester Fees for 5th semester—[List all mandatory]

Total tuition and fees for 5th semester Total tuition and fees (for second calendar year) .

Total tuition and fees for total program .

B. University on the quarter system:

(1) (Tuition rate per credit hour) times (number) of credits for 1st quarter Fees for 1st quarter—[List all mandatory]

Total tuition and fees for 1st quarter (Tuition rate per credit hour) times (number) of credits for 2d quarter Fees for 2d quarter—[List all mandatory]

Total tuition and fees for 2d quarter

(Tuition rate per credit hour) times (number) of credits for 3d quarter Fees for 3d quarter—[List all mandatory]

Total tuition and fees for 3d quarter (Tuition rate per credit hour) times (number) of credits for 4th quarter Fees for 4th quarter—[List all mandatory]

Total tuition and fees for 4th quarter Total tuition and fees (for first calendar year) .

(2) (Tuition rate per credit hour) times (number) of credits for 5th quarter Fees for 5th quarter—[List all mandatory]

Total tuition and fees for 5th quarter (Tuition rate per credit hour) times (number) of credits for 6th quarter Fees for 6th quarter—[List all mandatory]

Total tuition and fees for 6th quarter Total tuition and fees (for second calendar year) .

Total tuition and fees for total program .

Appendix K

Example of TDY Funded by a Federal Source

TDY Funded by Federal Source

CHECKLIST/REQUEST

RANK/NAME/SSN(Last 4):

CURRENT MAILING ADDRESS:

CAREER BRANCH/FUNCTIONAL AREA:

PROGRAM ENROLLED IN OR REQUESTING TO ENROLL IN:

DUTY LOCATION:

TDY DESTINATION:

DATES:

NUMBER OF DAYS:

ORGANIZATION FUNDING THE TDY:

JUSTIFICATION:

EMAIL ADDRESS/PHONE NUMBER:

Attachments:

ENDORSEMENT FROM CIVILIAN INSTITUTION: Detailing that TDY required

for program of study and/or that it will not interfere with the

officer’s program of study

ENDORSEMENT FROM TRAINING AGENCY/BRANCH/FA:

Appendix L

Example of TDY Funded by a Non-Federal Source

Acceptance of Payment from a Non-Federal Source

For Travel Expenses While in Official Capacity

Section 1353 of title 31, United States Code, permits non-Federal sources, such as organizations,

associations, or businesses, to pay the Government for travel, subsistence, and related expenses

incurred by Government personnel while in their official capacities to attend meetings,

conferences, seminars, symposia, and other similar functions.

The law has been implemented by the General Services Administration (Federal Travel Regulation, 41

C.F.R. Section 304-1(b)). This regulation prohibits the solicitation of payment for expenses.

Before travel payments are accepted from a non-Federal source, prior approval must be granted from

the travel approving authority (HRC, ATTN: AHRC-OPF-L), who must make the following determinations:

 Payment is for attendance at a meeting, conference, seminar, speaking engagement, symposium,

training course, or receipt of an award or honorary degree related to official duties. This

authority does not permit acceptance of payments for promotional vendor training or other

events in which the primary purpose is marketing the non-Federal source’s products or

services, or events required to carry out an agency’s statutory and regulatory functions,

such as inspections, audits, site visits, or negotiations. In addition, the event need not

be a “widely attended gathering”.

 Payment is for travel related to the employee’s official duties, and the employee must be in

a travel status. Payments or benefits offered by a non-Federal source may be limited by

qualifying acceptance to attend only a portion of the function that is deemed to be in the

Government’s interest.

 Payment may be accepted only from a non-Federal source that is not disqualified because of a

conflict of interest. A “conflicting source” of payments is a non-Federal organization that

“has interests that may be substantially affected by the performance or nonperformance of

the employee’s duties.” The approving authority must consider the circumstances to

determine that acceptance would not cause a reasonable person with knowledge of all the

relevant facts to question the integrity of the Government’s programs or operations.

 Approval of payments from a non-Federal source should take into consideration the identity

of other expected participants.

 Travel is primarily for the benefit of the Government and not the organization paying for

it.

Procedures:

1. The acceptance of travel benefits must be approved by HRC (AHRC-OPF-L) ninety (90) days prior

to travel. Submit the required memorandum, subject: Travel Paid by Non-Federal Source Request for

TDY to HRC (AHRC-OPL-C) (Mr. Pavek) via email to [email protected] for consideration.

This request will be submitted to an Ethics Counselor for recommendation. You will be notified as

soon as a decision is made. Once a decision is made, and if it is approved, HRC will type your DD

Form 1610, a copy will be submitted to the Student Detachment.

2. Benefits must be paid in kind (e.g., plane tickets, prepaid hotel reservations, etc.). Cash

may not be accepted by DoD employees. If approved, you will be considered in a TDY status and

require an approved DD Form 1610 (Request and Authorization for TDY Travel of DOD Personnel) prior

to travel.

3. After travel you must file a written report of the payments received if the total value of the

travel payments received in connection with an event exceeds $250.00. Standard Form 326 can be

used to make this report. This form is available at http://www.gsa.gov/Portal/home.jsp. This form

will be submitted to HRC, ATTN: AHRC-OPF-L (Mr. Strout), which will submit it to the HRC Ethics

Counselor.

Travel Paid by Non-Federal Source

Request for TDY

(1) Name

(2) SSN – Last 4 -

(3) Grade

(4) Name of Program (TWI/ACS, etc.)

(5) Duty Location (University/Industry Name & City & State):

(6) Phone Number

(7) Approx. # of TDY days

(8) Estimated Cost of Airfare

(9) What will the industry pay for (e.g. travel, lodging, etc.)

(10) What won’t the industry pay for (e.g. travel, lodging, meals) and are you requesting Army

funds

(11) Sponsor of Event

(12) Place of Departure (City & State & ZIP Code)

(13) Airport flying out of

(14) Proceed Date

(15) Destination(s) (City & State & ZIP Code)

(16) Airport flying into

(17) Mode of Transportation (e.g. FLY; Driving, etc.)

(18) If you fly, how will you purchase your ticket? (Use DD Form 1610 Fund Cite or Government

Credit Card).

(19) Purpose of TDY (fully explain purpose of TDY and relevance to your program)

(20) Rental (Yes/No) (if yes, fully provide justification & estimated distance).

(21) Complete email address.

(22) Do you have a Government Credit Card (Yes) or (No) (check one)

(23) Is there a Conference/Registration Fee? If so, how much?

(24) Are you requesting leave in conjunction with this TDY? If so, what are the dates

(25) Remarks (if any)

(26) I have read and understand the following statement

“Payment of trip by non-Federal source is for attendance at a meeting, conference, seminar,

speaking engagement, symposium, training course, or receipt of an award or honorary degree related

to official duties. This authority does not permit acceptance of payments for promotional vendor

training or other events in which the primary purpose is marketing the non-Federal source’s

products or services, or events required to carry out an agency’s statutory and regulatory

functions, such as inspections, audits, site visits, or negotiations. In addition, the event need

not be a widely attended gathering. Payment is for travel related to training/education. Payment

of travel is in kind (e.g. plane tickets, prepaid hotel reservations). Travel is primarily for the

benefit of the Government and not the organization paying for it. I further understand that 41

C.F.R. Section 304-1(b) prohibits solicitation of payment for these expenses”.

(Typed name of student)

Signature of student/date)

Appendix M

Example of Permissive TDY Checklist/Request

PERMISSIVE TDY CHECKLIST/REQUEST

RANK/NAME/SSN (Last 4):

CURRENT MAILING ADDRESS:

CAREER BRANCH/FUNCTIONAL AREA:

PROGRAM ENROLLED IN OR REQUESTING TO ENROLL IN:

DUTY LOCATION:

PERMISSIVE TDY DESTINATION:

DATES:

NUMBER OF DAYS:

JUSTIFICATION:

EMAIL ADDRESS/PHONE NUMBER:

Attachments:

ENDORSEMENT FROM CIVILIAN INSTITUTION: Detailing that PTDY required for program of study

ENDORSEMENT FROM TRAINING AGENCY/BRANCH/FA:

The document you are trying to load requires Adobe Reader 8 or higher. You may not have the Adobe Reader installed or your viewing environment may not be properly configured to use Adobe Reader. For information on how to install Adobe Reader and configure your viewing environment please see http://www.adobe.com/go/pdf_forms_configure.

NAME OF APPLICANT

RANK

3. If for any reason I cannot be assigned to any of the choices listed above, I

For use of this form, see AR 621-1; the proponent agency is DCS, G-1.

DATA REQUIRED BY THE PRIVACY ACT OF 1974

10 U.S.C. 3013, Secretary of the Army; 10 U.S.C. 4301, Reserved; Army Regulation 621-1, Training of
Military Personnel at Civilian Institutions.

To document, monitor, manage, and administer the attendance at a civilian training agency or civilian school.
To obtain consideration for entry into civilian educational institution or training with industry. For additional
information, see the System of Records Notice A0621-1 AHRC, Army Continuing Eduction System Records (https://dpcld.defense.gov/Privacy/SORNsIndex/DOD-Component-Notices/Army-Article-List/).

AUTHORITY:

PRINCIPAL PURPOSE:

ROUTINE USES:

DISCLOSURE:

1. Under the provisions of AR 621-1, I desire to attend a civilian educational institution or a Training With Industry (TWI) Program

during the academic year commencing

2. CURRICULUM AND SCHOOL PREFERENCES

4. PREVIOUS EDUCATION ABOVE HIGH SCHOOL LEVEL

SCHOOL

my overseas tour to permit me to return to CONUS to report to the designated school at the appropriate registration time.

During my CONUS leave I can be reached at the address shown in item 6, below.

CHOICE

First

Second

Third

DISCIPLINE OF STUDY

SCHOOL OR INDUSTRY

COURSE OF FIELD

DEGREE

YEAR

SCHOLASTIC

AVERAGE

CLASS

STANDING

b.

c.

DA FORM 1618, DEC 2019

APD AEM v1.01ES

city and state, ZIP code)

DATE OF APPLICATION

(YYYYMMDD)

6d. Email Address

6e. FAX Number

PREVIOUS EDITIONS ARE OBSOLETE.

to attend such course and school (industry) as may be determined by my career management division.

6f.  PERMANENT LEGAL RESIDENCE (State) 

8.  REMARKS  (Outline special qualifications including civilian experience that you feel would support your acceptance for advanced studies.

7.  POST-SCHOOLING UTILIZATION ASSIGNMENT PREFERENCES (Explain in Item 8 if necessary) 

5.  (FOR APPLICANTS OVERSEAS ONLY) I am scheduled to return to CONUS about

If I am selected for civil schooling, I understand that it may be necessary to curtail or extend (not applicable to non-family areas) 

(month and year).

desire

do not desire

a.

THRU:

(Immediate Field Grade Commanding Officer)

(Appropriate Training Agency - See AR 621-1, see glossary)

6a.  CURRENT MAILING ADDRESS (All Applicants) (Number and street,

TO:

6b.  PHONE  (Home)  

6c.  PHONE  (Duty - DSN)  

There are no specific routine uses anticipated for this form; however, it may be subject to a number of proper 
and necessary routine uses identified in the system of records notice(s) specified in the purpose statement
above.

Voluntary. However, failure to provide all the requested information may result in not being accepted into a

civilian educational institution or an industry training program.

APPLICATION FOR DETAIL AS STUDENT OFFICER AT A CIVILIAN EDUCATIONAL

INSTITUTION OR AT TRAINING WITH INDUSTRY

Also explain circumstances if attendance at a tax-supported school in state of legal residency is not possible. This explanation is not required

for Training with Industry Program.)

obligation incurred as a result of participation in a fully-funded civil schooling program I will reimburse the

United States in an amount that bears the same ratio to the total cost of the education provided me as

the unserved portion of the required active duty bears to the total period of active duty I agree to serve.

SIGNATURE OF FIELD GRADE COMMANDING OFFICER

SIGNATURE

9. I understand that participation in a fully-funded civil schooling program or training with industry

DA FORM 1618, DEC 2019

APD AEM v1.01ES

NOTE:

Transcripts.

ORGANIZATION, STATION, APO, AND ZIP CODE

ADDRESS OF FIELD GRADE COMMANDING OFFICER

results in a service obligation (IAW AR 350-100 or AR 614-200).  If I am selected for a fully-funded civil 

(Two latter tests are not required for Training With Industry Programs.)

RATER:  (State your opinion of the abilities, scholarly attitude, initiative, potentialities and aptitudes for type of instruction desired by applicant.)

10.  If I voluntarily (to include separation as a conscientious objector) or as a result of misconduct 

(to include separation bases such as drug or alcohol abuse) fail to complete the required service

NOTE: Recoupment of costs does not apply to TWI participants.

TYPED NAME, GRADE (Applicant)

GRE/GMAT (only graduate school applications).

TO:  (Appropriate training agency - see AR 621-1, see glossary)  

FROM: (Immediate Field Grade Commanding Officer)  

schooling program or training with industry, I agree as an officer to complete the schooling/training and  

agree that on completion or withdrawal/removal from the school/training prior to completion, I will    

serve on active duty for a period equal to three times the length of the schooling/training (computed in 

the needs of the Army, I will be required to serve in a validated position, following graduation/

training in order to apply the benefits of this education/training. I understand that service in

a validated position may be deferred by HQDA to a subsequent tour, although such a

deferment will not serve to extend the period of active duty to which I will be obligated under this

agreement and applicable regulations. I understand that considerable lead time is required to select

and assign Soldiers to civil schools or training with industry. If selected, I intend to enter civil

schooling/Training With Industry in accordance with this application. If later circumstances force me to

reconsider this decision, I will immediately inform my training agency in writing no later than 120 days

before my reporting date for the course for which I am selected. I understand that participation in civil

schooling/Training With Industry does not guarantee that I will be transferred into a career field that

requires the discipline and degree obtained.

Attach a copy of ALL college level transcripts. You may have transcripts sent directly to your career management

division from your school but an entry to this effect MUST be made in Item 8. Also attach a copy of report of scores of

the Graduate Record Examination Aptitude Test or Graduate Management Admissions Test, as applicable.

days in accordance with AR 350-100), or enlisted, serve the service remaining requirement  (IAW AR- 

614-200), unless sooner relieved for the convenience of the Government.  I understand that, subject to

I agree that if I am twice non-selected for promotion I will

remain on active duty until such time as I have fulfilled the term of continuous active duty agreed to 
above, even if that obligation will extend me beyond what would otherwise be the date of my release
from active duty as a result of non-selection for promotion. Until such time as I have fulfilled the term of continuous active duty agreed to above, I also agree to accept selective continuation on active duty, if offered, rather than elect to be discharged as a result of being twice non-selected for promotion.

1.01ES

DA FORM 1618, DEC 2019

APPLICATION FOR DETAIL AS STUDENT OFFICER AT A CIVILIAN EDUCATIONAL INSTITUTION OR AT TRAINING WITH INDUSTRY

APD

  1. DATE:
  2. THRU:
  3. TO:
  4. APPLICANT:
  5. GRADE:
  6. YEAR:
  7. STUDY:
  8. STUDY_1:
  9. STUDY_2:
  10. SCHOOL:
  11. SCHOOL_1:
  12. SCHOOL_2:
  13. DESIRE:
  14. NOT_DSR:
  15. EXCEPT:
  16. P_SCHOOL:
  17. P_SCHOOL_1:
  18. P_COURSE:
  19. P_COURSE_1:
  20. P_DEGREE:
  21. P_DEGREE_1:
  22. P_YEAR:
  23. P_YEAR_1:
  24. P_AVG:
  25. P_AVG_1:
  26. P_STAND:
  27. P_STAND_1:
  28. RETURN:
  29. ADDRESS:
  30. TELE_H:
  31. TELE_D:
  32. EMAIL:
  33. FAX:
  34. LEG_RES:
  35. REF_A:
  36. REF_B:
  37. REF_C:
  38. REMARKS:
  39. TRANSCRIPT:
  40. GRE:
  41. NAME:
  42. signature_BUTTON1:
  43. ORGAN:
  44. TO_B:
  45. FROM_B:
  46. ADDRESS_2:
  47. signature_BUTTON2:
  48. OPINION:

NAMEAD GRADE - ADORCOMPONENTCNTL BRANCHFUNCTIONAL CATEGORY DESIG DATEBRIEF DATEORB TYPE

SUMMARY EDUCATION

CIVILIAN ASSIGNMENTS

ADDITIONAL SKILLS & CERTIFICATIONS CULTURAL EXPERIENCES & TRAVEL

LANGUAGE REFERENCES

Language Description Name Org (Duty Title) Email Phone

()

()

()

()

OFFICER SELF-PROFESSED KNOWLEDGE, SKILLS & BEHAVIORS

SAMPLE

  1. ORB TYPE:
  2. BRIEF DATE:
  3. FUNCTIONAL CATEGORY DESIG DATE:
  4. CNTL BRANCH:
  5. COMPONENT:
  6. AD GRADE ADOR:
  7. EDUCATIONRow1:
  8. CIVILIANRow1:
  9. ASSIGNMENTSRow1:
  10. ADDITIONAL SKILLS CERTIFICATIONSRow1:
  11. CULTURAL EXPERIENCES TRAVELRow1:
  12. LanguageRow1:
  13. DescriptionRow1:
  14. NameRow1: f
  15. fill_16:
  16. Phone:
  17. NameRow2: f
  18. fill_17:
  19. Phone_2:
  20. NameRow3: f
  21. fill_18:
  22. Phone_3:
  23. NameRow4: f
  24. fill_19:
  25. Phone_4:
  26. Summary:
  27. Text4:
  28. Text6:
  29. Text7:
  30. Text8:
  31. Text9:

1

OFFICER BROADENING OPPORTUNITY PROGRAM(S) APPLICATION SECTION I Administrative Information

1. Name: (Last, First, MI) 2. Last 4 SSN: 3. Email Address:

4. Rank: 5. Date of Rank: 6. Branch/ FA 7. Year Group: 8. Component (AC) (RC) IMA/IRR/AGR/TPU

9. KD Complete? Yes: No: If no, when? (Enter date projected to be KD Qualified)

SECTION II Broadening Programs and Preferences

Complete program descriptions and specific application requirements for each program can be found in the Broadening Opportunity Catalog (http://www.hrc.army.mil/bop). If applying for more than one program, rank them in order of your preference (1, 2, 3, 4, etc).

PROGRAM APPLICATION DUE DATE PREFERENCE

1LT Army Future Command, Artificial Intelligence Scholar Program

CPT

PROGRAM APPLICATION DUE DATE PREFERENCE

HQDA Harvard Strategist Program 12 APR 2024 White House Fellowship

MG James M. Wright MBA Program

Purdue University Military Research Initiative

GEN Wayne A. Downing Scholarship 25MAR 2024 Olmsted Scholars Program 28 JUL 2023 GEN Omar N. Bradley JCS/OSD/ARSTAF Internship 25 MAR 2024

Congressional Fellowship 25 MAR 2024

Army Future Command, Artificial Intelligence Scholar Program 28 JUL 2023

MAJ

PROGRAM APPLICATION DUE DATE PREFERENCE

CGSC Interagency Broadening Fellowship 28 JUL 2023 Rand Arroyo Center Fellowship 28 JUL 2023 White House Fellowship 02 OCT 2023

Asia-Pacific Center for Security Studies 28 JUL 2023

AUSA Fellowship 28 JUL 2023 George C. Marshall European Center for Security Studies 28 JUL 2023 MG James M. Wright, MBA Program 28 JUL 2023

Purdue University Military Research Initiative 28 JUL 2023

Gen Wayne A. Downing Scholarship 25 MAR 2024

Congressional Fellowship 25 MAR 2024

SecDef Strategic Thinkers Program 28 JUL 2023 HQDA Harvard Strategist Program 12 APR 2024

W3 Congressional Fellowship 25 MAR 2024 White House Fellowship 02 OCT 2023

LTC

PROGRAM APPLICATION DUE DATE PREFERENCE

CGSC Interagency Broadening Fellowship 28 JUL 2023

Rand Arroyo Center Fellowship 28 JUL 2023

White House Fellowship 02 OCT 2023

AUSA Fellowship 28 JUL 2023

George C. Marshall European Center for Security Studies 28 JUL 2023

Asia-Pacific Center for Security Studies 28 JUL 2023

SecDef Strategic Thinkers Program 28 JUL 2023

v20211216

28 JUL 2023 28 JUL 2023

02 OCT 2023

28 JUL 2023

2

SECTION III Mandatory Essays

Applicants must answer the following questions to successfully complete the application process. Question 1 is limited to 500 words. Questions 2 and 3 are limited to 200 words or less.

Question 1: What skills, knowledge or behaviors do you possess that would uniquely qualify you to serve in the desired opportunity or opportunities? (Response is limited to 500 words)

v20210314

3

Question 3: If selected, what will you bring to the Army from attending this opportunity? (If applying for more than one broadening program, answer the question as it relates to your first preference)? (Response is limited to 200 words)

SECTION IV Broadening Application Packet Elements

SECTION V Authentication

1. Applicant Signature

SIGNATURE: DATE:

2. Signature of first COL or GO in Chain of Command

SIGNATURE: DATE:

Question 2: Where do you see yourself in 10 years? (Response is limited to 200 words)

v20210314

  1. 1 Name Last First MI:
  2. 2 Last 4 SSN:
  3. 3 Email Address:
  4. 4 Rank:
  5. 5 Date of Rank:
  6. 6 Branch FA:
  7. 7 Year Group:
  8. 8 Component AC RC IMAIRRAGRTPU:
  9. 9 KD Complete:
  10. Yes:
  11. No:
  12. If no when Enter date projected to be KD Qualified:
  13. PREFERENCE14 AUG 2020:
  14. PREFERENCE16 APR 2021:
  15. PREFERENCE01 DEC 2020:
  16. PREFERENCE14 AUG 2020_2:
  17. PREFERENCE14 AUG 2020_3:
  18. PREFERENCE09 APR 2021:
  19. PREFERENCE14 AUG 2020_4:
  20. PREFERENCE09 APR 2021_2:
  21. PREFERENCE09 APR 2021_3:
  22. PREFERENCE14 AUG 2020_5:
  23. PREFERENCE14 AUG 2020_6:
  24. PREFERENCE14 AUG 2020_7:
  25. PREFERENCE01 DEC 2020_2:
  26. PREFERENCE14 AUG 2020_8:
  27. PREFERENCE14 AUG 2020_9:
  28. PREFERENCE14 AUG 2020_10:
  29. PREFERENCE14 AUG 2020_11:
  30. PREFERENCE14 AUG 2020_12:
  31. PREFERENCE09 APR 2021_4:
  32. PREFERENCE09 APR 2021_5:
  33. PREFERENCE14 AUG 2020_13:
  34. PREFERENCE16 APR 2020:
  35. PREFERENCE09 APR 2021_6:
  36. PREFERENCE01 DEC 2020_3:
  37. PREFERENCE14 AUG 2020_14:
  38. PREFERENCE14 AUG 2020_15:
  39. PREFERENCE14 AUG 2020_16:
  40. PREFERENCE14 AUG 2020_17:
  41. PREFERENCE14 AUG 2020_18:
  42. PREFERENCE14 AUG 2020_19:
  43. PREFERENCE14 AUG 2020_20:
  44. Question 1 What skills knowledge or behaviors do you possess that would uniquely qualify you to serve in the desired opportunity or opportunities Response is limited to 500 wordsRow1:
  45. Question 2 Where do you see yourself in 10 years Response is limited to 200 words:
  46. broadening program answer the question as it relates to your first preference Response is limited to 200 words:
  47. DATE:
  48. DATE_2: