RMS Occupation Analysis Update CWO Claude Poulin RMS

RMS Occupation Analysis Update CWO Claude Poulin RMS Asst Co-Advisor 16 September 2014 1 CHIEF MILITARY PERSONNEL | CHEF - PERSONNEL MILITAIRE

Outline • RMS Occupation Analysis Update – RMS Occupation – Problem Definition Paper – Current Status – Options – Way Ahead 2 CHIEF MILITARY PERSONNEL | CHEF - PERSONNEL MILITAIRE

Occupation in numbers § Approx 5000 RMS positions: • 3047 Reg F (2570 HR + 477 Fin) • Reg F DEU: 50% Army, 33% Air, 17% Navy • 1900 Res F Posn • Employed in 130+ different geographical locations (National and OUTCAN) • Approx 1100 service couples • Approx 550 in NCR, in 70+ units 3 CHIEF MILITARY PERSONNEL | CHEF - PERSONNEL MILITAIRE

Core Competencies 1 Military Personnel Pay • 2 Military Personnel Records • 3 Maintain, monitor, report, comply, verify – accounts, budgets, fin codes, records Cashier • 6 Initiate, finalize, verify claims / Advise on Comp & Benefits Financial Services and Management • 5 Initiate, maintain, manage HR and FM records/documents Administration of Entitlements/Compensation and Benefits • 4 Initiate, maintain, manage Pay and Allowances Care, custody, control of financial instruments for both Domestic and Foreign Operations Information Management • Administration of correspondence 4 CHIEF MILITARY PERSONNEL | CHEF - PERSONNEL MILITAIRE

Background • Previous Study – 1998 Stand-Up of RMS CLK 00298 Occupation • ADM CLK (831) / FIN CLK (841) / CEP TECH (631) – Analysis was conducted in 07/08 but not completed due to the closure of the MOSART Project • Problem Definition Paper (PDP) – New PDP submitted in Sep 2013 • Prepared by LBI staff with Senior Chief input – VCDS mandated (2012 EC cycle analysis ROD) – Re-establish Fin Mgt CHIEF MILITARY PERSONNEL | CHEF - PERSONNEL MILITAIRE

Study Team (DPGR) • Composition – – – Team Lead: LCdr Sarah Mac. Leod Team Analyst: Lt(N) Keith Bailey SME: CPO 1 Harry Fitz. Patrick SME: MWO Danielle Charron SME: MWO Melina Fournier CHIEF MILITARY PERSONNEL | CHEF - PERSONNEL MILITAIRE

Problem Definition Paper Multiple Databases Log Branch EC Visibility Employment CFLTC Staffing Problems Professional Development Change to JBS Format Admin Inadequate Training Info Mgt Training not current Rank Inversion Occupation Analysis Environmental Affiliation Loss of Corporate Knowledge (Fin Mgmt) Employment Validate Generic Jobs Training Verification Generalist vs Specialist Cost Moves D Mil C Career Mgt Promotion to Environmental Needs CHIEF MILITARY PERSONNEL | CHEF - PERSONNEL MILITAIRE 7

JBS System • CANFORGEN 211/11 CMP 104/11 301914 Z NOV 11 • NEW JOB BASED SYSTEM AND QUALIFICATION FRAMEWORK • “DPGR has begun the conversion to the use of jobs as the primary unit for MES analysis…” • The JBS format transforms the IT&E from its QL approach to a job-based approach CHIEF MILITARY PERSONNEL | CHEF - PERSONNEL MILITAIRE

Rank Qualification • Rank Qualification (RQ) – A qualification, obtained via formal training, that enables a member to perform one or more entry level occupational jobs, where required to attain a new substantive rank. These will replace former occupational qualification levels, such as QL 3, QL 5, etc. CHIEF MILITARY PERSONNEL | CHEF - PERSONNEL MILITAIRE

Unique Specialty Qualification • Unique Specialty Qualification (USQ) – A qualification that is unique to one occupation and allows a member occupying, or about to occupy, a certain job in the occupation to perform the work associated with that job CHIEF MILITARY PERSONNEL | CHEF - PERSONNEL MILITAIRE

Common Specialty Qualification • Common Specialty Qualification (CSQ) – A qualification that is common to more than one occupation and allows a member occupying, or about to occupy, a certain job to perform the work associated with that job. These qualifications are normally specific to an environmental or CAF requirement CHIEF MILITARY PERSONNEL | CHEF - PERSONNEL MILITAIRE

Rank To Rank Ratios (R 3) Rank Hard Generic Total R 3 CWO MWO WO 22 114 347 5 5 1 27 119 348 4. 41 2. 92 SGT MCPL CPL-PTE Total 712 684 695 446 3020 9 5 1 1 27 721 689 696 447 3047 CHIEF MILITARY PERSONNEL | CHEF - PERSONNEL MILITAIRE 2. 07 0. 96 1. 01 0. 64

Current Status of the Study RMS Occupation Analysis: Phase 1 – Ascertain Problems/Issues; Phase 2 – Job Analysis; Phase 3 – Structure Analysis; Phase 4 – Sponsor Decision/Matrix Brief; Phase 5 – Implementation Planning; Phase 6 – Implementation; Phase 7 – Verification; and Phase 8 – Validation. 13 CHIEF MILITARY PERSONNEL | CHEF - PERSONNEL MILITAIRE

Current Status of the Study • Jobs identified and job descriptions complete – 39 Jobs, 484 Tasks Identified • First round of position mapping completed – All Reg F positions were mapped to one of the new jobs. • Second round of position mapping to start shortly – Need to balance HR/Fin Mgmt position allocation • Res F position mapping ongoing CHIEF MILITARY PERSONNEL | CHEF - PERSONNEL MILITAIRE 14

To monitor • Confirmation of future comptroller and HR areas of responsibility, specifically: – Financial Management – Pay, Claims, NPF – Records Management • Impact and “forecasted efficiencies” of Guardian, DRMIS, Records Management Systems, etc. CHIEF MILITARY PERSONNEL | CHEF - PERSONNEL MILITAIRE 15 15

Structure Options CHIEF MILITARY PERSONNEL | CHEF - PERSONNEL MILITAIRE 16

Option 2 – Fin Mgt Sub-Occ RESOURCE MANAGEMENT SERVICES SPECIALIST CWO Res Mgt Svcs Advr Sr Pol/Ben Analyst Sr Career Mgr Sr Trg Mgr Career Mgr MWO Sr HR Mgr Verification Mgr Sr Fin Mgt Mgr Pol/Ben Analyst Sr Verification Mgr FINANCIAL MANAGEMENT SPECIALIST Jr Career Mgr Business Planner WO HR Mgr Stds Supr Release Mgr Trg Mgr Fin Mgt Mgr Verification Analyst Fin Mgt Supr Budget Analyst SGT HR Supr Rel Supr Sr Instr Head Cashier NPF Supr Instr MCPL Sr Fin Mgt Spec Sr HR Spec Sr Rel Spec HR Spec Release Spec Fin Mgt Spec Sr Cashier Sr NPF Spec C–P Jr HR Spec CHIEF MILITARY PERSONNEL | CHEF - PERSONNEL MILITAIRE 17

Option 3 – Feeder/Receptor RESOURCE MANAGEMENT SERVICES SPECIALIST CWO Res Mgt Svcs Advr Sr Trg Mgr Sr Career Mgr MWO Sr HR Mgr Sr Fin Mgt Mgr Sr Pol/Ben Analyst HUMAN RESOURCES MANAGEMENT SPECIALIST WO Stds Mgr Pol/Ben Analyst HR Mgr Trg Mgr Release Mgr Stds Supr Jr Career Mgr Verification Analyst Sr Verification Mgr FINANCIAL MANAGEMENT SPECIALIST Stds Mgr Pol/Ben Analyst Fin Mgt Mgr Trg Mgr Business Planner Stds Supr Head Cashier Jr Career Mgr Verification Mgr Budget Analyst SGT HR Supr Rel Supr Sr Instr Fin Mgt Supr Instr MCPL Sr HR Spec Verification Analyst NPF Supr Instr Sr Rel Spec HR Spec Sr Instr Release Spec Sr Fin Mgt Spec Sr Cashier Sr NPF Spec Cashier NPF Spec C–P Jr HR Spec Jr Fin Mgt Spec CHIEF MILITARY PERSONNEL | CHEF - PERSONNEL MILITAIRE 18

Option 4 – Two Separate Occs HUMAN RESOURCES MANAGEMENT SPECIALIST FINANCIAL MANAGEMENT SPECIALIST CWO HR Svcs Advr MWO Sr Career Mgr Sr Verification Mgr Sr HR Mgr Career Mgr Sr Pol/Ben Analyst Verification Mgr Fin Svcs Advr Sr Verification Mgr Sr Trg Mgr Jr Career Mgr Pol/Ben Analyst Sr Fin Mgt Mgr Verification Mgr WO HR Mgr Release Mgr Stds Supr SGT HR Supr Trg Mgr Verif Analyst Rel Supr Sr Career Mgr Sr Instr Fin Mgt Mgr Stds Supr Fin Mgt Supr Instr Sr Pol/Ben Analyst Sr Trg Mgr Business Planner Stds Mgr Career Mgr Pol/Ben Analyst Trg Mgr Head Cashier Sr Instr Jr Career Mgr Budget Analyst Verif Analyst NPF Supr Instr MCPL Sr HR Spec Sr Rel Spec Sr Fin Mgt Spec HR Spec Release Spec Fin Mgt Spec Sr Cashier Sr NPF Spec Cashier NPF Spec C–P Jr HR Spec Jr Fin Mgt Spec CHIEF MILITARY PERSONNEL | CHEF - PERSONNEL MILITAIRE 19

Way Ahead • • • QRA – Sep 14 (phase 3) Feasibility Report – Oct 14 SAG 3 – Oct 14 (phase 4) Draft MES IP – Nov 14 (phase 5) MES IP Signed/AIG Msg – Early 2015 QS/TP Boards – Feb 15 CHIEF MILITARY PERSONNEL | CHEF - PERSONNEL MILITAIRE

Questions ? 21 CHIEF MILITARY PERSONNEL | CHEF - PERSONNEL MILITAIRE