Preparing for Boards and Panels: Keeping your record ready and competitive By Lt. Marvi Rivera, RPM Are you a potential candidate for a selection or retention board or are you considering applying to a panel? If so, you need to review and update your record! All board and panel decisions are based on matters of record. Remember, if it’s not in your record, the board or panel will not be able to consider it. Below are some tips and recommendations to ensure your record accurately reflects your career development, accomplishments, and education in order to put your best foot forward in the boardroom. 1. Employee Summary Sheet (ESS) • INFO: In CGBI, go to the “Personal” tab at the top, select the “Skills” tab, and then click on “Summary Sheet.” Your education, TMT information, Direct Access courses, other training, competencies, Officer Specialty Codes, medals, awards, certifications and licenses should be listed here. • UPDATES: Coordinate with your Personnel and Administration (P&A) office to make updates in accordance with the current Officer Specialty Management System. 2. Transcripts and Education • INFO: ACN050/19 announced changes in the procedures for entering degree information in Direct Access. • UPDATES: All official transcripts must include your name, major/minor, level of degree (e.g. BA, MA, JD), and date of degree completion. Transcripts must be transmitted securely directly from the degree-granting institution to ETQC via [email protected] or sent in a sealed envelope to: Commanding Officer Education Training and Quota Command ATTN: Registrar Services 300 East Main Street Suite 1201 Norfolk, VA 23510 If your degree granting-institution uses Parchment as its third- party e-transcript delivery service, please send transcripts to the “U.S. Coast Guard” Parchment account. 3. Record of Professional Development (CG-4082) • INFO: When submitting a new CG-4082, any previous CG- 4082s will be removed from your record. Ensure that you list relevant older information on the new CG-4082 to provide one consolidated document. Guidance on what is authorized to be documented in a CG-4082 can be found in Chapter 4.c of the Performance, Training, and Education Manual, COMDTINST M1500.10 (series). • UPDATES: Submit the completed form via your P&A office to the Personnel Service Center Records Branch (MR) at [email protected]. Expedited entry requests should have the subject “Urgent Board Entry.” 4. EI-PDR (Electronically-Imaged Personnel Data Record) • INFO: Review your EI-PDR and compare it to your ESS to ensure all the documentation matches and reflects in your record. This should be done at least one year in advance of the board or panel convening date. To request a copy of your EI-PDR, send a digitally signed email request to [email protected]. It normally takes about three business days for a technician to provide you with a copy. The process may take longer as board and panel season approaches, so act early. • UPDATES: Documents should be submitted to your P&A office for submission to the PSC Records Branch (MR) at [email protected]. Expedited entry requests should have the subject “Urgent Board Entry.” 5. Officer Evaluation Report • INFO: All OERs should arrive at PSC no later than 45 days after the end of period date to provide ample opportunity for review, correction (when required), validation, and entry into an officer’s official record. • UPDATES: Send IDPL OER submissions to RPM-1 at HQS- [email protected]. If on extended active duty (EAD), send OER submissions to OPM-3 at HQS-SMB- [email protected]. OERs for board or panel candidates should be marked “Urgent: Board/Panel Candidate.” Include the reported-on-officer’s last name and be specific as to which board or panel in the subject line to ensure priority review. 6. Reserve Point Statements • INFO: In Direct Access, go to “Employee,” then “View My Reserve Points Statement.” Ensure that there are no breaks in service (if applicable) and that all dates are correct, including your anniversary date. This is also vital for retirement and early retirement (RET-1). • UPDATES: Coordinate with your P&A office to make any corrections via a PPC help ticket. RESERVIST MAGAZINE THE MORE YOU KNOW 36 RESERVIST . . Issue 2 • 2021
