JQS 101 20070707

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July 2007 Joint Officer Management ~ ~ ~ ~ Joint Qualification System (JQS) - 101 ~ ~ ~ ~ OPR: ODUSD(MPP) and Joint Staff, J-1, JMD

OVERVIEW: 

OVERVIEW Brief History of Joint Officer Management (JOM) NDAA 2007 – A Turning Point The Joint Qualification System (JQS) The Way Ahead

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Original Objectives of Goldwater-Nichols Act (GNA) Enhance joint warfighting capabilities. Ensure that general and flag officers are well versed in joint matters. Increase the QUALITY of officers assigned to joint commands and organizations. Create a pool of officers having both EXPERIENCE and EDUCATION in joint matters. Increase the STABILITY of officers in joint assignments. SecDef defines “Joint Duty Assignment” (JDA) Establishes “Critical Positions” (Filled by JSOs) Minimum/Average Joint Duty Tour Length JPME Graduates to be assigned to JDA Promotion Objectives Joint Duty Assignment prerequisite for O-7 Mandates Joint Specialty Qualification for Assignment as VCJCS or COCOM CDR Mandates G/FO Joint Duty for CJCS, Service Chiefs, and COCOM CDRs Major Provisions

GNA: Joint Credit: 

GNA: Joint Credit Time-phased 1986 Cold-War management model None (0-10 mos) Cumulative (10 mos-3 yrs) (JTF: 3 MOS-3 YRS) Full (3 yrs-FG) (2 YRS GFO) JSO JPME+ (3 yrs-FG) (2 YRS GFO) Transition to an Expeditionary Force DESERT SHIELD/DESERT STORM

Real World Experience: 

Real World Experience JPME Phase I graduate HQs MNF-I, Future Ops Chief and Chief of Plans (19 months) Boss was a USAF Maj Gen; deputy was a British Brigadier Supervised USN, USAF, USMC, British Army, Australian Army and Air Force, Bulgarian Army, and Italian Army officers Bilateral Affairs Officer, Bosnia (12 months) Rated by USAF officer at EUCOM; reported to the US Ambassador; was in direct support of COMSFOR; and had a USMC and three USAF subordinates Not eligible for JOINT CREDIT under current statutes without multiple waivers

Real World Experience: 

Multi-level Joint Qualification System will recognize all joint experiences, training, and education Real World Experience USMC Liaison to USJFCOM Warfighting Lab (24+ months) A “Service” billet; not authorized to be on the Joint Duty Assignment List (JDAL) per statute and policy. FITREP: He is performing the same billet tasks as other field-grade officers in the Joint Urban Operations Office who are receiving joint credit CO, Security Task Force, USMARCENT, Iraq (12 months) JPME PH II Graduate Not eligible for JOINT CREDIT under current statutes without multiple waivers

Strategy for Change: 

Strategy for Change NDAA 2002 Directed independent study of Joint Officer Management (JOM) & Joint Professional Military Education (JPME) NDAA 2005 Directed a Strategic Plan for JOM & JPME linking Joint Officer development to the missions & goals of DoD NDAA 2007 First Significant Changes in 20 Years! Directed creation of multi-level joint Qualification system

Remaining True to theBasic Tenets of GNA : 

The Strategic Plan for JOM and JPME transforms JOM from its current static format to a more dynamic, flexible process capable of recognizing and tracking joint experiences. Enhance, Not Abandon, Goldwater-Nichols Create a Joint Officer Management System responsive to the war-fighter in multi-service, multinational, and interagency operations Produce fully qualified and inherently joint officers in sufficient numbers to meet mission requirements. Develop joint leaders for promotion to general/flag officer rank. Continue to assign high quality officers to joint assignments. Objectives Original Objectives of GNA Enhance joint warfighting capabilities. Ensure that general and flag officers are well versed in joint matters. Increase the quality of officers assigned to joint commands and organizations. Create a pool of offices having both experience and education in joint matters. Increase the stability of officers in joint assignments. Remaining True to the Basic Tenets of GNA

Key Authority in NDAA ‘07: 

Key Authority in NDAA ‘07 §516 (b) The Secretary of Defense shall establish different levels of joint qualification, as well as the criteria for qualification at each level. Each level shall, as a minimum, have both joint education criteria and joint experience criteria. The purpose of establishing such qualification levels is to ensure a systematic, progressive, career-long development of officers in joint matters and to ensure that officers serving as general and flag officers have the requisite experience and education to be highly proficient in joint matters.

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Continues to require the Services to maintain the §664 tour length average for officers serving in JDAL positions 36 months for O-6 & below 24 months for general/flag officers Is NOT an “express lane” to joint qualification The JQS… Continues to require general/flag officers to serve in a JDAL position in order to be eligible to become a COCOM commander or Service Chief

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Joint matters. “(1) …matters related to the achievement of unified action by multiple military forces in operations conducted across domains such as land, sea, or air, in space, or in the information environment, including matters relating to – (A) national military strategy; (B) strategic planning and contingency planning; (C) command and control of operations under unified command; (D) national security planning with other departments and agencies of the United States; and (E) combined operations with military forces of allied nations. (2) In the context of joint matters, the term “multiple military forces” refers to forces that involve participants from the armed forces and one or more of the following: (A) Other departments and agencies of the United States. (B) The military forces or agencies of other countries. (C) Non-governmental persons or entities. Definition of Joint Matters

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TRADITIONAL PATH S-JDA (JDAL) EXPERIENCE PATH E-JDA JOINT QUALIFIED OFFICER (JQO) [LEVEL III] Statutory Tour Lengths 36 month (O-6 & below) 24 month (GFO) Tour Length Waivers Available JPME I & II / AJPME Required JPME Waiver Available LEVEL I + 18 Points & JPME I LEVEL II LEVEL IV + 18 Points & JPME II/AJPME + 24 Points & CAPSTONE Full Credit Cum Credit Converts to Pts GFO Full Joint Credit & CAPSTONE The Joint Qualification System

Joint Qualification System(JQS): 

Joint Qualification System (JQS) The Secretary of Defense shall establish different levels of joint qualification, as well as the criteria for qualification at each level. Career Long Development Level I -- Entry level; starting as an O-1 Level IV -- Only available to GFOs -- Requires CAPSTONE (AC only) -- Holds the Joint Qualified Officer designation -- 24 JPs from experience while assigned to a GFO joint billet Level III -- Requires JPME II or AJPME -- 18 JPs since award of Level II -- Certified by SecDef or USD -- “Joint Qualified Officer” = JSO Level II -- Requires JPME I -- 18 points joint points (JPs) -- Certified by CJCS Four-level system open to AC and RC

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Joint Education (CJCSI 1800.01C Standard) Other Education, Training, & Exercise *See formula below Joint Experience Points *See formula below Point Accrual Formula JOINT QUALIFICATION LEVEL = JOINT EDUCATION + EXPERIENCE Pts + OTHER Pts Joint EXPERIENCE Points = Duration (Months) x Environment Factor* *Combat: 3, Non-Combat: 2, Steady-state: 1 OTHER Points = Education + Training + Exercise Education / Training = degree or certification related to "Joint Matters" [Pts TBD] Exercise Points = Role [Participant (1pt), Planner (2pts), Leader (3pts)]

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Retroactive Joint Experience Why retroactive? Worth the extra effort to capture joint operational experience not accounted for under current ROE Aids in transitioning the force What timeframe? Capture experience back to 9-11 (11 Sep 01) Applies to the Total Force Based on joint experience guidelines (DoD policy & CJCS procedures) Capture Reserve Component (RC) experience back to 1 Oct 86 Recognizes the lack of RC opportunities for joint credit Levels the playing field—if Active Component officers were eligible, then RC should now be eligible (e.g. service on the Joint Staff)

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A Total Force System Title 10 USC, §666… The Secretary of Defense shall establish personnel policies emphasizing education and experience in joint matters for reserve officers not on the active-duty list. Such policies shall, to the extent practicable for the reserve components, be similar to the policies provided by this chapter. The Joint Qualification System… Provides parity between the AC and RC for joint qualifications Provides first viable program for recognizing RC officers for their contributions to joint operations

§619a-Joint Duty Requirementfor Promotion to General/Flag Officer: 

§619a-Joint Duty Requirement for Promotion to General/Flag Officer An officer on the active-duty list may not be appointed to O-7 unless— The officer has completed a full tour of duty in a joint duty assignment, and For appointments after September 30, 2008, the officer has been “designated as a Joint Qualified Officer” [replaces “selected for the joint specialty “] Exceptions/Waivers by the SecDef granted on a case-by-case basis When necessary for the good of the service In the case of an officer whose proposed selection for promotion is based primarily upon scientific and technical qualifications for which joint requirements do not exist In the case of— a medical officer, dental officer, veterinary officer, medical service officer, nurse, or biomedical science officer; chaplain; or a judge advocate

§619a-Joint Duty Requirementfor Promotion to General/Flag Officer cont’d: 

§619a-Joint Duty Requirement for Promotion to General/Flag Officer cont’d Impact on upcoming O-7 boards (with PDOP after 30 Sep 08) JPME-JDA sequencing requirement lifted Imperative to review/assess joint experiences under JQS and designate as JQO soonest Service decision whether to allow records of officers not meeting the JDA and JQO standard to go before the promotion board If officer not meeting the standard is selected then… Waiver request(s) must be processed with the promotion board package Waivers available – Good of the Service Serving-in §661(a)(3) [effective 1 Oct 07] – JPME II

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Transition Spirals 1 Oct 07 Award Joint Qualifications Based on “basic” joint experience factors Identify Joint Experiences Identify business rules for “basic” Joint experiences Deploy IT systems Identify near & long term IT Requirements Identify business rules for additional joint experiences & Training NLT 1 Jan 09 Transition billet-based JDAL to Organizational-based JDAL Evaluate Joint Qualification System NLT 1 Oct 08 Award Joint Qualifications based on “broader” joint experience factors and Training Future Enhancements

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The Way Ahead Publish overarching policies Develop and publish procedures Beta-test sampling of O-6 population Continuous improvement process—feedback loop to assess and refine Joint Qualification System To Be Done… Finalize self-nomination web site Disseminate additional JOM Fact Sheets Full Reserve Component implementation plan (RA lead)

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Back - up

Background: 

Background NDAA 2007 includes significant modifications to JOM statutes Sec 519 Modified definitions of “Joint Matters” and “Joint Duty Assignment” (§668) Sec 518 Limited application of 50%+1 rule to only National Defense University programs (§663) Sec 517 Modified promotion policy objectives for joint officers (§662) Sec 516 Provide for multi-level joint qualifications, Eliminate 800 Critical Billet Requirement, and Removes Sequencing Requirement (§661) Provisions go into effect 1 October 2007

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Initiative: Applicability of Joint Duty Assignments (50%+1 rule) Impact: Balances needs of the Joint community and Services by providing greater assignment and education flexibility  50%+1 rule would only apply to a school within the National Defense University; schools are further defined as… -- National War College -- Industrial College of the Armed Forces -- Joint Advanced Warfighting School -- Joint Forces Staff College Legislation

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Initiative: Modification of Promotion Policy Objectives for Joint Officers Deletes the current promotion objective for JSOs Reduces promotion objectives to two categories:  Joint Staff = Service Headquarter average  Other Joint = Board average Encourages assignment to Joint Staff or other joint organizations Impact: Promotes jointness as career-spanning vice an episodic event Legislation NDAA 2007 pending approval a/o 0800, 2 Oct 06

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Initiative: Change 800 critical joint billet requirement to “appropriate number” Critical billets become less of a pawn in obtaining joint qualified officers Legislation Impact: Multi-level Joint Qualification System empowers COCOM commanders to more accurately match joint education, training, and experience requirements to each billet based on mission requirements

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Initiative: Remove JPME-II and joint duty assignment sequencing requirement Impact: Emphasizes continuous, life-long joint learning Establish equity between COS and non-COS officers Maximizes JPME-II attendance Improves flexibility in officer assignments Legislation

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Initiative: Modify Definition of Joint Matters  Adds multi-national, interagency, and non-governmental  Deletes exclusion of an assignment within an officer’s own military department Impact: Reflects joint partners and expanded operational environment Impact: Recognizes all joint experiences; allows capture of joint capabilities; enables multi-level joint qualification system Legislation Initiative: Modify Definition of Joint Duty Assignment

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Today + 5 Yrs 10 - 20 Yrs Out NSS: Defend our Nation against its enemies Strengthening joint operations NDS: Create favorable security conditions around the world and to continue to transform how we think about security, formulate strategic objectives and adapt to achieve success Strategy requires a high quality joint force We remain committed to increasing levels of joint competency and capability NMS: Protect the United States … Prevent conflict ... Prevail against adversaries … Joint Officer : The future Joint Force Leader is a fully qualified and inherently Joint strategic leader, critical thinker and skilled war fighter! Why Joint Officer Management? Joint Warrior Leaders Department of Defense DoD: Provide the military forces needed to Deter War and Protect the Security of the United States National Strategy Linked to Joint Warfighting