IN THE CASE OF:
BOARD DATE: 22 January 2015
DOCKET NUMBER: AR20140003277
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, in effect, cancellation of recoupment of the first payment of $10,000.00 and receipt of the second payment of $10,000.00 of a $20,000.00 Non-Prior Service Enlistment Bonus (NPSEB).
2. He states he enlisted at the San Jose Military Entrance Processing Station (MEPS) for a $20,000.00 enlistment bonus. He was given a bonus control number (BCN) but was unaware that he needed an addendum for the bonus until 2012. He received the first payment of $10,000.00 after graduating from advanced individual training. In December 2010, he contacted several people in the California Army National Guard (CAARNG) in an effort to get the second payment of his NPSEB but was told that he had to wait until he completed the contract in January 2012. In 2012, the Army stopped payment of the second payment of his NPSEB and requested recoupment of the first payment.
3. He provides:
* DD Form 214 (Certificate of Release or Discharge from Active Duty)
* Self-authored statement
* Reservation letter
* Emails
* Wage and Tax Statement (W-2)
* Goodwill donation receipt
* Election registration mail
* Support statement0020
* Memorandum, Subject: Repayment of Unearned Portions of Bonuses, Special Pay, and Educational Benefits or Stipends, dated 21 April 2008
CONSIDERATION OF EVIDENCE:
1. The applicant's record shows he enlisted in the CAARNG on 14 January 2009 for a period of 8 years of which he agreed to serve 3 years in a troop program unit.
2. His Enlistment/Reenlistment Agreement shows he enlisted in military occupational specialty (MOS) 09L (Translator Aide). Section VII (Addendums) of his agreement shows the Montgomery GI Bill was the only addendum attached and a part of his enlistment agreement.
3. Section VI (Remarks) of his DD Form 1966 (Record of Military Processing - Armed Forces of the United States) contains the statement of: "Applicant is part of the 09L Program and is awarded pay grade of E-4, along with an incentive of $20,000.00. Enlistment is for 3 years. Per: ECM (Enlistment Criteria Memorandum) FY07 (Fiscal Year 2007). Control Number E08010029CA."
4. On 17 September 2009, the applicant successfully graduated from the 09L Interpreter/Translator Course and was awarded primary MOS 09L.
5. On 5 April 2010, he was ordered to active duty in support of Operation Iraqi Freedom and served in Iraq from 17 May 2010 to 12 November 2010. He was retained on active duty to complete medical care and treatment. He was retired due to permanent disability on 29 December 2013.
6. In a memorandum, dated 7 November 2014, the Soldier Incentives Assistance Center (SIAC) recommended approval of the applicant's request for an additional payment of $10,000.00 and termination without recoupment of the $10,000.00 already paid. The commander stated that the applicant would have been otherwise eligible for the $20,000.00 NPSEB if not for the absence of the written agreement.
7. He said the applicant enlisted NPS into the CAARNG for 3 years on
14 January 2009 as an E-4 in MOS 09L. A BCN for his bonus was validated and approved by the State Incentives Manager at the time who is currently incarcerated for incentives fraud. The BCN was annotated on the applicant's DD Form 1966. He received a payment of $10,000.00 on 1 December 2009, but never received the second payment of $10,000.00. Although otherwise eligible to contract for this incentive per Education and Incentives Operational Message (EIOM) 09-020, there is no written agreement on file in the Interactive Personnel Electronic Records Management System (iPERMS).
8. In connection with the processing of this case, on 14 November 2014, an advisory opinion was obtained from the Deputy, Personnel Policy Division, National Guard Bureau (NGB) who recommended approval of the applicant's request. The advisory official stated:
a. On 14 January 2009, the applicant enlisted NPS into the CAARNG. A BCN E09010029CA was validated and approved by the State Incentives Manager on 25 January 2009. He received his first payment of $10,000.00 on 1 December 2009 but never received the second payment of $10,000.00 payment. The applicant went through his chain-of-command in December 2010 inquiring about the second payment of his bonus, but was informed by his platoon leader that he would have to wait until his current enlistment was completed in January 2012.
b. The applicant acted in good faith and although there is a missing addendum, an approved BCN was validated and the first bonus payment was made. The missing addendum is the fault of the State representative who failed to follow proper procedures. The Office of the Under Secretary of Defense published a memo, dated 21 May 2008, Subject: Repayment of Unearned Portions of Bonuses, Special Pay, and Educational Benefits or Stipends. This memo states, "A member who enters into a written agreement with specified conditions for receipt of a pay or benefit, is entitled to the full amount of the pay or benefit if the member fulfills the conditions of that pay or benefit."
c. The Deputy Secretary of Defense policy memorandum recognized that, at the time, members were subject to statutory repayment for any unearned portion of a pay or benefit, as appropriate. However, it was also understood there may be circumstances that support the need to refrain from taking such action. Therefore, the CAARNG erroneously allowed the applicant to enter into the contract and the terms of the contract should be upheld and relief from recoupment and second and final payment should be granted.
d. The ARNG Incentives Branch stated that the applicant did not complete the NPS incentive addendum which is required by the Department of Defense Instructions 1205.21. Although the required BCN was approved on
25 January 2009, after the date of enlistment (14 January 2009), there is substantiating information to support the incentive being offered, even though no addendum was executed. The applicant completed all required training and
was receiving language pay. He was discharged for permanent disability on 29 December 2013. In conclusion, the Soldier was eligible for the incentive and would have been entitled to the second and final payment. If the Soldier is granted relief and payment authorized, there would be no recoupment based upon the type of separation the Soldier received.
9. On 23 July 2013, he was provided a copy of this advisory opinion, but he did not respond.
10. National Guard Regulation 600-7 (Selective Reserve Incentive Programs), chapter 2, paragraph 2-3, provides that a person is eligible for an NPSEB if they meet the following requirements:
* contract for a term of 8 years (6 years must be in the ARNG)
* meet eligibility requirement for enlistment as an NPSEB applicant
* enlist for assignment to a vacant position
* meet the educational requirements
* has an Armed Forces qualification test score of 31 or higher
* is not enlisting for a MilTech position
* completes the NGB Form 600-7-1-R-E (Annex E to DD Form 4 NPSEB Addendum ARNG)
* only contracts for one bonus at a time
DISCUSSION AND CONCLUSIONS:
1. The applicant enlisted in the CAARNG in good faith for a period of 8 years with the expectation of a $20,000.00 enlistment bonus. Although there is no copy of his bonus addendum, the NGB advisory official confirmed that the missing addendum was the fault of the State representative who failed to follow proper procedures.
2. Evidence of record indicates he met the eligibility requirements and an approved BCN was validated and the first bonus payment of $10,000.000 was made on 1 December 2009, but he never received the second payment. Further, had it not been for the missing addendum, the applicant would have received his second payment. In view of the foregoing and as a matter of equity, it would be appropriate to correct the applicant's record to show he signed a bonus addendum authorizing him a NPSEB of $20,000.00.
BOARD VOTE:
____X____ ___X_____ ____X____ GRANT FULL RELIEF
________ ________ ________ GRANT PARTIAL RELIEF
________ ________ ________ GRANT FORMAL HEARING
________ ________ ________ DENY APPLICATION
BOARD DETERMINATION/RECOMMENDATION:
The Board determined that the evidence presented was sufficient to warrant a recommendation for relief. As a result, the Board recommends that all Department of the Army and State Army National Guard records of the individual concerned be corrected by showing that on 14 January 2009 he completed an addendum authorizing him a $20,000.00 NPSEB; the document was assigned a bonus control number and it was properly signed by all required officials; paying him the second half of the NPSEB in the amount of $10,000.00; and terminating any recoupment action being considered.
____________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) AR20140003277
3
ARMY BOARD FOR CORRECTION OF MILITARY RECORDS
RECORD OF PROCEEDINGS
1
ABCMR Record of Proceedings (cont) AR20140003277
2
ARMY BOARD FOR CORRECTION OF MILITARY RECORDS
RECORD OF PROCEEDINGS
1
ARMY | BCMR | CY2013 | 20130014110
The applicant requests correction of her military service records to show entitlement to a $10,000.00 Non-Prior Service Enlistment Bonus (NPSEB). Records show the applicant was processed for enlistment in the ARNGUS and DEARNG on 12 August 2009 for training in MOS 88M and a DD Form 4 was completed on that date. As a result, the Board recommends that all Department of the Army and Army National Guard records of the individual concerned be corrected by: a. showing she was granted an...
ARMY | BCMR | CY2013 | 20130002290
The applicant states he enlisted for a $10,000.00 bonus in 2009. The applicant's DD Form 1966 (Record of Military Processing Armed Forces of the United States) shows he applied for enlistment in the ARNG of the United States and LAARNG for, in part, training in MOS 25B. Records show the applicant enlisted for an NPSEB for CS MOS 25B in the amount of $10,000.00.
ARMY | BCMR | CY2013 | 20130021642
The applicant provides: * memorandum, dated 4 January 2013, from U.S. Property and Fiscal Office for California * DD Form 4 (Enlistment/Reenlistment Document, Armed Forces of the United States), dated 11 April 2006 * Annex E to DD Form 4, Enlistment Bonus Addendum, Army National Guard (ARNG) of the United States, dated 11 April 2006 * ARNG Fiscal Year (FY) 06 Selected Reserve Incentive Program (SRIP) Policy Guidance for 27 January 2006 - 31 May 2006 (Policy Number 06-04), dated 27 January...
ARMY | BCMR | CY2015 | 20150007743
The BCN was requested after the date of entry; therefore, NGB cannot approve the ETP and the State Incentive Manager will terminate effective the contract starting date. Further, the first NGB decision to approve his request for an ETP stated, "A review of the agreement/addendum supports an incentive being offered at time of agreement/contact," contrary to the second review by NGB. Therefore, notwithstanding the second NGB decision and in view of the facts of this case, it would be...
ARMY | BCMR | CY2013 | 20130008452
The applicant contends his records should be corrected to show entitlement to a $20,000.00 NPSEB because an additional requirement for a security clearance resulted in the withdrawal of his critical skill PMOS 42A; however, he was reclassified into another critical skill bonus MOS (PMOS 92A). Records show the applicant enlisted for an NPSEB for critical skill MOS 42A in the amount of $20,000.00. As a result of this correction, the Defense Finance and Accounting Service shall be notified of...
ARMY | BCMR | CY2014 | 20140002871
The applicant requests correction of his military service records to show entitlement to a $20,000.00 Non-Prior Service Enlistment Bonus (NPSEB). Annex E to DD Form 4 (NPSEB Addendum - ARNGUS) shows the applicant enlisted into MOS 94T, a CS MOS, and he would receive an NPS CS bonus (50/50 payment). Records show the applicant enlisted for an NPSEB for CS MOS 94T in the amount of $20,000.00 on 5 August 2008. a.
ARMY | BCMR | CY2014 | 20140002749
He only accepted the position because he was informed by the State Incentives Manager at the time in question that he would receive his bonus in full. He accepted a temporary military technician position after the State Incentive Manager confirmed he would remain bonus eligible and it appears his second installment of the bonus ($10,000.00) was not paid because he was in a temporary military technician status when the payment was due. As a result, the Board recommends that all Department...
ARMY | BCMR | CY2014 | 20140017103
She formally requested an ETP from the State Incentive Manager on 1 October 2012, wherein she requested relief from, and termination of, the levied recoupment action in the amount of $20,428.45 that resulted from the termination of her incentive entitlements. (8) Furthermore, had she executed a written agreement the bonus would have been terminated in accordance with Department of Defense Instruction (DoDI) 1205.21 (Reserve Component Incentive Programs Procedures), paragraph E3.l.8.2,...
ARMY | BCMR | CY2013 | 20130021358
The applicant requests correction of her records to show she was entitled to a $10,000.00 officer accession bonus (OAB) and cancellation of the recoupment of her OAB in the amount of $10,000.00. The applicant was commissioned into the CAARNG on 15 June 2007. The ITF Bonus Audit Form she provided shows the official who completed the form specifically stated and acknowledged the applicant contracted for a $10,000.00 OAB on 15 June 2007, she was issued a BCN, DFAS paid her $10,000.00 in two...
ARMY | BCMR | CY2013 | 20130015501
The SIAC audited the applicant's records and discovered that he was not eligible to contract for or receive payment on the EAB and SLRP incentives he enlisted for on 7 November 2007. c. At the time of his enlistment, he also contracted for a $20,000.00 SLRP incentive. He was not eligible to receive SLRP benefits at the time he contracted because he was not MOS qualified.