IN THE CASE OF:
BOARD DATE: 27 June 2013
DOCKET NUMBER: AR20130007166
THE BOARD CONSIDERED THE FOLLOWING EVIDENCE:
1. Application for correction of military records (with supporting documents provided, if any).
2. Military Personnel Records and advisory opinions (if any).
THE APPLICANT'S REQUEST, STATEMENT, AND EVIDENCE:
1. The applicant requests payment of the second half of his $10,000.00 Officer Affiliation Bonus (OAB).
2. He states he is still serving in good standing after 4 years and payment of his OAB was due on 12 April 2012. He does not believe he should be held liable for an administrative error or oversight by the recruiter when drafting his contract. The recruiter did not state he needed to date the contract next to his signature. He received the first half of the bonus. He submitted a request for an exception to policy (ETP) through the Incentives Branch and the National Guard Bureau (NGB), but it was denied.
3. He provides:
* printout of his Soldier Information screen from the Information Management and Reporting Center (iMARC)
* Written Agreement OAB Addendum marked "corrected copy"
* Written Agreement OAB Addendum
* DA Form 4187 (Personnel Action)
* three DA Forms 2823 (Sworn Statement)
* memorandum, NGB, dated 27 August 2012, subject: Request for Exception to Policy (ETP) for OAB (Applicant)
CONSIDERATION OF EVIDENCE:
1. Having prior commissioned service in the Regular Army, the applicant was appointed as a captain/O-3 in the Pennsylvania Army National Guard (PAARNG) Engineer Branch in area of concentration (AOC) 21B (Combat Engineer) on 11 April 2009.
2. His record contains an undated Written Agreement OAB Addendum showing that he agreed to serve in the Selected Reserve in AOC 21B for a period of 3 years in order to receive a $10,000.00 bonus in connection with his affiliation with the ARNG. The document shows he was to receive the bonus in two installments: the first 50-percent installment to be processed upon in-processing with his ARNG unit or upon completion of AOC training and the second and final 50-percent installment on the third-year anniversary of his affiliation.
3. The Written Agreement OAB Addendum bears the signatures of a service representative, the applicant, and a witnessing officer. The signatures were not dated. A bonus control number (BCN) was entered on the document.
4. On the date of his application to this Board, the applicant was serving in an active status in the PAARNG.
5. He provides:
* a DA Form 4187, signed by him on 14 July 2012 and recommended for approval on 20 July 2012, requesting amendment of his bonus addendum to show the signatures on the document were dated
* sworn statements from the service representative and witnessing officer indicating, in effect, the absence of dates for the signatures on the bonus addendum was an administrative error
* a memorandum from the Deputy G-1, ARNG, NGB, dated 27 August 2012, subject: Request for ETP for OAB (Applicant), denying his request for an ETP to retain the $10,000.00 OAB
* the decision authority stated, "All parties failed to date the bonus addendum; therefore, the intent to offer an incentive at the time of the agreement cannot be validated"
* the decision authority directed termination of the incentive without recoupment
* a printout of his Soldier Information screen from iMARC showing, in part
* on 24 April 2009, he was found to be eligible for payment
* on 29 August 2012, the bonus contract was terminated because it was not dated and the intent to offer an incentive could not be validated
* a Written Agreement OAB Addendum marked "corrected copy" with the entry "20090412 corrected 20120714" next to each signature
6. On 17 April 2013 during the processing of this case, the Chief, Personnel Policy Division, NGB, provided an advisory opinion. The advisory official recommended approval of the applicant's request for payment of the second installment of his OAB. She stated, in part:
* the PAARNG Officer Strength Manager failed to complete the OAB addendum which resulted in termination without recoupment
* the PAARNG attempted to rectify the contract using methods for correcting an enlisted contract, which was incorrect
* the contract should be corrected to reflect the proper dates and the second installment of $5,000.00 should be paid to the applicant by the PAARNG
7. The applicant concurred with the advisory opinion.
8. National Guard Regulation 600-7 (Selected Reserve Incentive Programs) and various policy memoranda govern administration of the ARNG Selected Reserve Incentive Program which includes the OAB. The purpose of the program is to assist ARNG leadership in meeting personnel readiness requirements by targeting personnel strength and readiness issues. Critical shortages identified through Unit Status Reports are used to focus the incentive program to specific units and AOC's.
9. The NGB Officer Critical Skill List in effect at the time the applicant was appointed in the PAARNG includes AOC 21B.
DISCUSSION AND CONCLUSIONS:
1. The evidence of record supports the applicant's request for payment of the second half of his $10,000.00 OAB.
2. The applicant affiliated with the PAARNG in an AOC eligible for an OAB. He signed an OAB addendum, but due an administrative oversight, the signatures on the addendum were not dated. The addendum was assigned a BCN and he was paid the first half of his OAB. Payment of the second half of the OAB was denied and his OAB was terminated based solely on the absence of signature dates.
3. The record shows the applicant met the requirements of his OAB addendum. It would be appropriate to correct the Written Agreement OAB Addendum to show it was signed on the day he was appointed in the PAARNG. As a result of this correction, he should be paid the remainder of his OAB from ARNG funds.
BOARD VOTE:
____X____ ___X_____ ___X_____ GRANT FULL RELIEF
________ ________ ________ GRANT PARTIAL RELIEF
________ ________ ________ GRANT FORMAL HEARING
________ ________ ________ DENY APPLICATION
BOARD DETERMINATION/RECOMMENDATION:
The Board determined the evidence presented is sufficient to warrant a recommendation for relief. As a result, the Board recommends that all Department of the Army and State ARNG records of the individual concerned be corrected to show his Written Agreement OAB Addendum was properly signed on the day he was appointed in the PAARNG. As a result of this correction, the Board recommends paying him the remainder of his OAB from ARNG funds.
_____________X____________
CHAIRPERSON
I certify that herein is recorded the true and complete record of the proceedings of the Army Board for Correction of Military Records in this case.
ABCMR Record of Proceedings (cont) AR20130007166
3
ARMY BOARD FOR CORRECTION OF MILITARY RECORDS
RECORD OF PROCEEDINGS
1
ABCMR Record of Proceedings (cont) AR20130007166
2
ARMY BOARD FOR CORRECTION OF MILITARY RECORDS
RECORD OF PROCEEDINGS
1
ARMY | BCMR | CY2013 | 20130020491
To qualify for an OAB the officer must sign the OAB Addendum on the date they accept their commission as a second lieutenant or appointment as a warrant officer and the Addendum must contain a bonus control number. The evidence of record confirms the applicant was appointed as an FLARNG 2LT EN Corps officer in the critical AOC of 12B and he executed an oath of office on 8 May 2009. As a result, the Board recommends that all Department of the Army and Army National Guard records of the...
ARMY | BCMR | CY2013 | 20130011362
In order to be eligible for the SELRES OAB as a commissioned officer an individual in the ARNG must meet the Headquarters, Department of the Army eligibility criteria and be appointed in a critically-short AOC listed in the current ARNG SRIP announcement in effect on the date the individual makes application for officer appointment/training or on or before the officer's appointment date. He was appointed as a second lieutenant in the DEARNG on 2 October 2010 and his Written Agreement-OAB...
ARMY | BCMR | CY2013 | 20130018238
The applicant provides: * DD Form 293 (Application for the Review of Discharge from the Armed Forces of the United States) * self-authored statements * Army Board for Correction of Military Records (ABCMR) Record of Proceedings AR20090007581, dated 16 June 2009 * OAB Agreement * 2 ETP Denial Letters, dated 7 June 2013 and 1 July 2013 * Honorable Discharge Certificate * NGB Form 22 * NGB Form 337 (Oaths of Office) CONSIDERATION OF EVIDENCE: 1. The NGB ETP denial letters both show: * the...
ARMY | BCMR | CY2013 | 20130004855
On 23 September 2010, NGB denied the applicant and eight other warrant officers' request for an ETP to receive the OAB. In a memorandum, dated 4 February 2011, the KSARNG Incentive Manager stated the applicant and the eight other warrant officers were advised that once they completed WOCS and accepted their commissions, they would be provided the OAB addendum for signature. As a result, the Board recommends that all Department of the Army and State ARNG records of the individual concerned...
ARMY | BCMR | CY2011 | 20110020126
Therefore, as a matter of equity in that case the Board recommended the records of that applicant, one of the WOs listed on the 23 September 2010 memorandum, be corrected by show a manual bonus control number was placed on his OAB Addendum with an issue date of his appointment/commissioning and paying him the $10,000.00 bonus, out of ARNG funds. In a memorandum, dated 4 February 2011, the KSARNG Incentive Manager stated that the applicant and the eight other WOs were advised that once they...
ARMY | BCMR | CY2014 | 20140008156
The applicant states: * the correct copy of the OAB Addendum was discovered after the denial of his exception to policy by the National Guard Bureau (NGB) * the incomplete addendum was initially provided in the Guard Incentive Management System for payment submission * the Officer Strength Manager, who also was the witnessing official, discovered the correct addendum * after the correct addendum was submitted, another discrepancy was discovered in relation to the area of concentration...
ARMY | BCMR | CY2013 | 20130012185
The applicant requests payment of the second half of his Officer Accession Bonus (OAB). In his own sworn statement, dated 8 September 2012, he stated: * he signed the OAB Addendum in December 2009 as part of his accessioning packet * he received half of his bonus in December 2009 but had not received the remainder * through no fault of his own, the OAB Addendum was not completed correctly, which was the reason the remainder of the OAB had not been paid b. The policy in effect in December...
ARMY | BCMR | CY2012 | 20120021067
The OIC's memorandum, dated 19 May 2012, states: * she has a record of receiving the applicant's OAB Addendum on 2 June 2009 via email * at the time he signed the bonus addendum she was newly assigned to an officer procurement position * the loss of the applicant's original bonus addendum was at no fault of the applicant's * he should be granted an ETP and paid his original bonus amount based on good faith completion of the requirements to receive the bonus 6. On 27 August 2012, NGB...
ARMY | BCMR | CY2013 | 20130001154
The applicant states he was commissioned as a warrant officer (WO) of the Florida Army National Guard (FLARNG) on 4 May 2010 and he was told that he would be getting an accession bonus after completing the warrant Officer Basic Course (WOBC) for his military occupational specialty (MOS). For unknown reasons, the state incentive manager did not obtain the BCN nor process the applicant's written agreement for payment of his bonus. As a result, the Board recommends that all Department of the...
ARMY | BCMR | CY2011 | 20110001311
The applicant requests he be issued a manual bonus control number to be eligible to receive the first installment of his Officer Accession Bonus (OAB) in the amount of $10,000.00 in accordance with the terms of his enlistment in an authorized critical skill with the Missouri Army National Guard (MOARNG). The applicant provides: * MOARNG memorandum to the ABCMR, dated 5 January 2011 * DA Form 2823 (Sworn Statement) from Ms. Dxxxx x. Bxxxx * NGB memorandum reference Request for ETP, dated 9...