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EVALUATION REPORTS

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Title: EVALUATION REPORTS


1
EVALUATION REPORTS COUNSELING RECORDS
  • By HM3 Matthews, Chris

2
TERMINAL OBJECTIVE
  • Learn the Navys performance evaluation and
    counseling system, using the new form for
    evaluation reports and fitness reports (NAVPERS
    1616/26, NAVPERS 1610/2)

3
ENABLING OBJECTIVES
  • Provide an overview of the EVAL instruction
  • Know the basic requirements for filling out EVAL
    and FITREP forms, block-by-block
  • Explain the basic Dos and Donts for filling out
    EVAL and FITREP forms
  • List the basic requirements for conducting a
    Mid-Term Counseling session

4
OVERVIEW OF EVAL INSTRUCTION (Cont)
  • EVALs are for SMs who are E1 to E6
  • FITREPs are for SMs who are E7 to O6
  • EVALs/FITREPs provide periodic documentation on
    SMs performance
  • EVALs are used by promotion boards, advancement
    boards, administrative boards, awards boards,
    detailers, COs/OICs, etc.
  • Subjective, with limits

5
OVERVIEW OF EVAL INSTRUCTION (Cont)
  • Graded on 7 traits
  • Different for EVAL and FITREP
  • Categories are different
  • Standards are different
  • 1.0 to 5.0
  • 3.0 grade represents performance to full Navy
    standards
  • Higher grades reserved for performance which
    significantly exceeds standards

6
OVERVIEW OF EVAL INSTRUCTION (Cont)
  • Promotion recommendation
  • Both forms also provide a five-step promotion
    recommendation scale
  • SP, Pr, P, MP, EP
  • EP recommendations are based solely on
    performance, and do not require eligibility for
    early promotion
  • Mandatory limits on EP
  • Mandatory limits also on MP for senior officers
    and enlisted pay grades
  • Promotion recommendation are expected to be
    consistent with trait grades

7
BLOCK 1
  • Name
  • DENNEY, JOHN A
  • OBRIEN, MARY S
  • STJOHN, MELVIN J II
  • MARTIN, PAUL T JR
  • WALTERS, J ARTHUR
  • SMYTHEJONES, ANN NMN

8
BLOCK 2
  • Grade/Rate
  • Enlisted SA, ADAN, GMG3, YN1, ABHCM
  • Officers CAPT, CDR, LCDR, LT, ENS, CWO4, CWO3,
    CWO2

9
BLOCK 3
  • Designator
  • Enlisted
  • Up to two enlisted warfare/qualification
    designators
  • SW, AW, SS/DV
  • If none, leave blank
  • Officers
  • 4-digit officer designator
  • 1110, 1317, 6415

10
BLOCK 4
  • SSN
  • Enter SMs SSN
  • Use hypens after third and fifth digits
  • 987-65-4321

11
BLOCK 5
  • Duty/Competitive Status
  • Place an X in one and only one box as follows
  • ACT USN, or USNR on extended active duty who
    competes with USN for promotion
  • TAR USNR designated for Training and
    Administration of Reservists
  • INACT USNR on inactive duty (drilling Reserve)
  • AT/ADSW/265 SELRES temporarily on active duty,
    competes as inactive reserve for promotion.
    Includes all AT, ADT, ADSW, OYR, 265,
    canvasser/recruiter, temporary mobilization
    recall, etc.

12
BLOCK 6
  • UIC
  • Unit Identification Code for SMs ship/station
  • Rare enter component UIC if a component UIC
    will be used to establish an enlisted members
    summary group (see EVAL block 46)
  • Rare for activities w/o UIC, enter 00000
  • Reserve units enter RUIC, not RESCEN UIC

13
BLOCK 7
  • Ship/Station
  • Abbreviated name of activity SM is assigned for
    duty reported on
  • Use A instead of ALFA, and use 1 instead of ONE
  • 18 characters only
  • For ship CG-47 TICONDEROGA
  • For aviation wing or squadron CVW-9, VR-58
  • For staff or shore activity Use PLA or commonly
    accepted short title, such as COMDESRON 7,
    COMLANTFLT NORFOLK VA, AIRESCEN MIRAMAR CA
  • For drilling SELRES Enter short title of
    drilling unit from RUAD
  • Include the prefix NR if applicable.
  • Example NR JICPAC 0199

14
BLOCK 8
  • Promotion Status
  • Enter SMs promotion status on the ending date of
    the report period, as follows
  • REGULAR Regularly promoted to the grade or rate
    entered in block 2, not currently frocked,
    spot-promoted, or selected to higher grade
  • FROCKED Frocked to the grade or rate entered in
    block 2, but not yet regularly promoted
  • SELECTED Selected to a grade or rate higher
    than shown in block 2, but not yet frocked or
    regularly promoted
  • SPOT Spot-promoted to the grade in block 2.

15
BLOCK 9
  • Date Reported
  • Use YYMMMDD format
  • 96OCT17

16
BLOCKS 10-13
  • Occasion for Report
  • Place an X in each block which applies
  • Exception Special EVAL/FITREP cannot be
    combined with another occasion
  • NOTE block 12 is different

17
BLOCKS 14-15
  • Period of Report
  • Use YYMMMDD format
  • 96OCT17
  • Regular reports The FROM date must be the day
    following the TO date of the last Regular report.
    It can be earlier than block 9 if en route
    leave, travel, or TEMDU are included.
  • First EVAL on enlisted member The FROM date is
    normally the date detached from initial entry
    training.
  • First FITREP on newly commissioned officer The
    FROM date is normally the commissioning date.
  • First active duty report on recalled member The
    FROM date is normally the recall date.

18
BLOCK 16
  • Not Observed Report
  • If this is a wholly Not Observed (NOB) report,
    enter an X in block 16.
  • The trait grades must be left blank.
  • No career recommendation is permitted.
  • The promotion recommendation must be NOB.
  • The promotion recommendation summary must be left
    blank.
  • Comments are limited primarily to administrative
    and training information.

19
BLOCKS 17-19
  • Type of Report
  • Place an X in the block which applies.
  • If this is a Concurrent/Regular report, place an
    X in blocks 17 and 18, and regular reporting
    senior initial block 17.
  • SELRES on AT/ADT/ADSW/OYR/CANREC/265/ MOB
    RECALL enter an X in block 17 (Regular).

20
BLOCK 20
  • Physical Readiness
  • Most recent PFA result, a slash, and the
    two-letter code for the height/weight or body fat
    measurement
  • Format PFA CODE/H,W or BF CODE
  • P/WS

21
BLOCK 20 (Cont)
  • PRT Code
  • P passed
  • F failed, or failed to participate in PFA when
    required
  • E not used any more
  • M medically waived from entire PFA
  • N not tested or score not available
  • H/W or BF Code
  • WS within standards
  • NS not within standards, or failed to be
    weighed or measured when required
  • MW medically waived (temp medical condition or
    pregnancy)
  • XX impossible to weigh or measure

22
BLOCK 20 (Cont)
  • Physical Readiness
  • Use the PRT score from the most recent official
    PRT, even if recorded during a prior report
    period or at another command.
  • Use the H/W or BF measurement in conjunction with
    that PRT, or a more recent special measurement as
    necessary to ensure currency of the entry.
  • F and/or NS explain in the comments and treat
    as adverse matter.
  • N plus body composition code (or N/XX) may be
    used for reports covering less than 90 days and
    prior test score not available or member has
    been on active duty less than 20 weeks and PRT
    not administered or member reported onboard less
    than 10-12 weeks prior to scheduled PRT and prior
    test score not available. Explain these entries
    in the comments.

23
BLOCK 21
  • Billet Subcategory (if any)
  • Enter NA if none authorized (usual entry).
  • Enter the billet subcategory code, if authorized.
  • Do not leave blank.
  • Examples BASIC, CO AFLOAT, CO ASHORE, OIC, SEA
    COMP, CRF, CANVASSER, RESIDENT, INTERN,
    INSTRUCTOR, STUDENT, RESAC1, RESAC6, SPECIAL01 to
    SPECIAL20

24
BLOCK 22
  • Reporting Senior
  • Enter last name and initials
  • Place a comma after the last name
  • Omit punctuation or spaces within last name
  • Be sure the name and signature match
  • Example STJOHN, O F

25
BLOCK 23
  • Grade
  • Enter reporting seniors grade
  • Navy and other Sea Service officers ADM, VADM,
    RADM, RDML, CAPT, CDR, LCDR, LT, LTJG, ENS, CWO4,
    CWO3, CWO2
  • Army, Air Force, or Marine Corps officers GEN,
    LGEN, MGEN, BGEN, COL, LTC, MAJ, CPT, 1LT, 2LT,
    CWO5, CWO4, CWO3, CWO2, WO1
  • Enlisted reporting seniors Use same rules as
    block 2.
  • Civilian reporting seniors Use US Federal
    Government civilian grade, e.g., GS15, SES4, CIV.

26
BLOCK 24
  • Designator
  • Enter reporting seniors 4-digit officer
    designator
  • Rare for members assigned to non-government/
    foreign activities, enter LTR if letter report is
    attached.
  • Rare if reporting senior is a member of another
    service, enter abbreviation for branch of
    service USAF, USA, USMC, USCG, USPH, NOAA.
  • Rare if RS is Navy enlisted or civilian, leave
    blank.

27
BLOCK 25
  • Title
  • Reporting senior title (abbreviate if necessary)
  • May be up to 14 characters and spaces
  • Always use CO or OIC (if applicable)
  • For other titles, use the complete title or a
    common abbreviation
  • Examples COMMANDER, XO, DEPT HEAD, DIV OFFICER,
    DCNO.
  • For delegated reporting senior indicate level
    of delegation rather than function, e.g., DEPT
    HEAD rather than SUPPLY OFFICER.

28
BLOCK 26
  • UIC
  • Enter UIC of reporting seniors command
  • All reports from the same command must use the
    same reporting senior UIC, i.e., a delegated
    reporting senior must enter the same UIC used on
    reports submitted by the CO.
  • Rare The reporting senior UIC may be different
    from the members UIC in block 6.

29
BLOCK 27
  • SSN
  • Enter reporting seniors SSN
  • Use hypens after the third and fifth digits
  • 987-65-4321
  • Civilian reporting seniors may enter SSN or
    000-00-0000
  • Do not leave blank

30
BLOCK 28
  • Command Employment and Command Achievements
  • Brief statement of command employment and
    significant command awards or achievements during
    the period of the report.
  • Operating Forces example (unclassified
    only)Upkeep/Training-8 Deployed WESTPAC-3.
  • Command mission for small shore activities
    example Manage Navy personnel policies and
    functions.
  • Command mission for dept/div of large shore
    activities example Pers-322, Administer Navy
    Enlisted Evaluation System process 400,000 EVALs
    per year and support CPO Selection Boards.
  • Reserve units indicate units gaining command
    and contributory support functions (if any).
    Example Reserve intelligence unit gaining
    command-Joint Intelligence Center Pacific
    contributory support-Amphibious Studies.

31
BLOCK 29
  • Primary/Collateral/Watchstanding Duties
  • Small box
  • 14 or fewer characters/spaces for most
    significant primary duty
  • Example XO, AIR OPS, ASST ADMIN, EVAL BRANCH DH
  • Entry will appear as the duty assignment on PSR

32
BLOCK 29 (Cont)
  • Primary/Collateral/Watchstanding Duties
  • Small box
  • SELRES on AT or ADT, enter AT- or ADT- and
  • BOARD for board service
  • EXERCISE for exercise participant
  • OJT for OJT skill or mobilization
    training
  • STUDENT for student in formal course of
    instruction
  • SPECPROJ for special assignment utilizing
    reservists skills
  • Examples AT-STUDENT, ADT-EXERCISE

33
BLOCK 29 (Cont)
  • Primary/Collateral/Watchstanding Duties
  • Small box
  • SELRES on ADSW, OYR, CANREC, 265, MOB RECALL,
    etc., enter alone or followed by a dash and an
    abbreviation for the primary duty performed

34
BLOCK 29 (Cont)
  • Primary/Collateral/Watchstanding Duties
  • Remainder of block 29 consists of one to three
    elements, as follows
  • Duty Titles in the following order most
    significant primary duty (corresponds with
    abbreviation) other primary duties collateral
    duties watchstanding duties.
  • Example COMMUNICATIONS OFFICER-7, ASST COMM-3,
    MESS TREASURER-8, OOD UNDERWAY-3.

35
BLOCK 29 (Cont)
  • Primary/Collateral/Watchstanding Duties
  • Remainder of block 29 consists of one to three
    elements, as follows
  • Periods not available for duty
  • No duties assigned
  • Leave en route before reporting onboard
  • Unusually long leave (Pregnancy, identify as
    LEAVE)
  • Example TEMADD 96OCT18-96NOV30
  • LEAVE 97JAN01-97JAN15

36
BLOCK 29 (Cont)
  • Primary/Collateral/Watchstanding Duties
  • Remainder of block 29 consists of one to three
    elements
  • Job Scope Statement include technical or
    professional duties, personnel supervised, budget
    administered
  • Example Responsible for base maintenance,
    managing 15 military/65 civilians and 5 million.

37
BLOCK 29 (Cont)
  • Primary/Collateral/Watchstanding Duties
  • Continue in the comments block, if necessary

38
BLOCK 29 (Cont)
  • Primary/Collateral/Watchstanding Duties
  • For drilling SELRES
  • After 3 elements, also enter most significant
    mobilization billet held during the period
  • See RUAD for mobilization billets
  • Example MOB JICPAC, OPINTEL WATCH.
  • If none assigned, enter MOB NONE

39
BLOCK 30
  • Date Counseled
  • If counseling performed during the report period,
    enter date
  • Use YYMMMDD format
  • Example 03MAR10
  • If counseling not performed during report period,
    enter NOT REQ (block 31 blank)
  • If counseling not performed for any other reason,
    enter NOT PERF (explain block 31)

40
BLOCK 30 (Cont)
  • Date Counseled
  • SELRES on AT/ADT/ADSW/OYR/ CANREC/265/MOB
    RECALL
  • Where counseling remains the responsibility of
    the members Reserve unit, enter NOT REQ even if
    the duty was performed during a scheduled
    counseling month.

41
BLOCK 31
  • Counselor
  • If counseling worksheet, signed by counselor
  • If EVAL or FITREP, type name of counselor
  • If block 30 is NOT PERF
  • enter reason, e.g., TEMADD or ILLNESS
  • If longer explanation required, enter SEE
    COMMENTS and provide explanation in Comments
    block

42
BLOCK 32
  • Signature of Individual Counseled
  • Signed on both counseling worksheet and
    EVAL/FITREP report
  • Use black or blue-black ink
  • Signature verifies that blocks 30 and 31 are
    accurate
  • Signature does not mean that counseling was
    considered adequate

43
MID-TERM COUNSELING
  • Same form as EVALs and FITREPs
  • Need not be typed
  • Complete block 1 and blocks 29-32 (minimum)
  • Discuss strengths, weaknesses, and goals
  • Discuss 7 performance traits (tick marks only)
  • Do not enter Promotion Recommendation at this
    time
  • Do not make promises or guarantees
  • Trait marks
  • Recommendations
  • Counselor signs block 31, member signs block 32

44
BLOCKS 33-39
  • Performance Traits
  • For each trait, place an X in 1 and only 1 box
  • Meanings of the trait grades are printed on form
  • 3.0 grade represents performance to full Navy
    standards
  • Majority of sailors should be 2.0 to 4.0 range
  • NOB possible if not enough observation to grade
    with confidence

45
EVAL BLOCK 40FITREP BLOCK 45 BOX
  • Individual Trait Average
  • Automatically computed by NAVFIT98A
  • Average of all observed trait marks
  • Affects COs cumulative average

46
EVAL BLOCK 41FITREP BLOCK 40
  • Career Recommendations
  • Enter one or two career recommendations
  • Second recommendation not required
  • Max 20 characters/spaces
  • Do not leave blank, use NA or NONE in first block
  • Be realistic (must be or will be qualified)
  • Be specific (see examples on form)
  • For officers, first recommendation S/B for next
    significant career milestone
  • Do not enter very long-range goals, e.g., ENS for
    CO

47
EVAL BLOCK 42
  • Signature of Rater
  • Last name, initials, grade or rate of rater
  • Obtain signature
  • Use black or blue-black ink
  • If signature unobtainable
  • DETACHED, DEPLOYED, LEAVE, etc.
  • NONE AVAILABLE (if no one avail to serve)
  • REFUSED TO SIGN (unusual, but possible)

48
EVAL BLOCK 43FITREP BLOCK 41
  • Comments on Performance
  • Do Not
  • Underline
  • Boldface
  • Italicize
  • center
  • Highlight passages
  • Handwrite comments or additions to comments
    (except E1-E4 reports which may be entirely HW)
  • Add continuation sheets
  • Add enclosures (except endorsed statement by
    member, a civilian or foreign letter report, a
    letter-extension, or classified letter-supplement)

49
EVAL BLOCK 43FITREP BLOCK 41 (Cont)
  • Comments on Performance
  • Prohibited comments
  • Previous FOS
  • Submission or Withdrawal of Resignation UHC
  • Judicial or NJP Proceedings Not Concluded
  • Non-punitive Letter of Censure
  • Investigations not Concluded, and Material from
    Privileged Investigative Reports
  • Marital Status, Spouse, or Family Members
  • Medical Reports and Summaries
  • Performance on Court-Martial as Member, Counsel,
    or MJ
  • Awards or Decorations Recommended but Not
    Received

50
EVAL BLOCK 43FITREP BLOCK 41 (Cont)
  • Comments on Performance
  • Required Administrative Comments
  • Reason for Concurrent, Ops Com, or Special report
    First sentence
  • Next assignment (when SM transfers) First
    sentence
  • Change of name, designator, or rating since
    previous report
  • Reason for Physical Readiness Codes N or XX
    (unless valid exception applies, see blocks 9/15)
  • Reason for assumption of reporting authority by
    ISIC or GCMCA
  • Concluding date of civil, CM, or NJP proceedings

51
EVAL BLOCK 43FITREP BLOCK 41 (Cont)
  • Comments on Performance
  • Required Administrative Comments
  • For drilling SELRES
  • Mobilization Readiness comment on efforts to
    maintain/improve readiness of self and unit.
  • Civilian Employment and Civic Activities brief
    comment on civilian activities and achievements
    which illustrate or enhance the members value to
    the Navy.
  • AT/ADT/ADSW during period
  • Example AT/ADT 03AUG12-03AUG23, NAVAL WAR
    COLLEGE (STUDENT)
  • If none during period, enter AT/ADT NONE THIS
    PERIOD

52
EVAL BLOCK 44
  • Qualifications/Achievements
  • Courses and/or credit hours completed
  • Degrees or certificates awarded
  • Special Navy or other quals attained or renewed
  • Personal awards or LOC received
  • Other special honors or recognition received
  • For E7-E9, use bottom of FITREP block 41

53
EVAL BLOCK 45FITREP BLOCK 42
  • Promotion Recommendation
  • Place X in only one box
  • May be NOB if short period/few traits graded
  • P, MP, EP are recommendations for promotion
  • Pr means making progress, but not ready to be
    recommended for promotion
  • SP is a recommendation against promotion

54
EVAL BLOCK 46FITREP BLOCK 43
  • Summary for Officers (W1-O6)
  • Enter number in this members summary group
  • Summary Group
  • Share all characteristics as follows
  • Block 2, Grade/Rate (paygrade)
  • Block 3, Designator
  • Block 5, Duty/Competitive Status
  • Block 8, Promotion Status
  • Block 15, To (date)
  • Blocks 17-19, Type of Report
  • Blocks 21, Billet Subcategory
  • Block 22, Reporting Senior
  • Block 42, Promotion Recommendation

55
EVAL BLOCK 46FITREP BLOCK 43 (Cont)
  • Summary for Enlisted (E1-E9)
  • Enter number in this members summary group
  • Summary Group
  • Share all characteristics as follows
  • Block 2, Rate (paygrade)
  • Block 5, Duty/Competitive Status
  • Block 6, UIC
  • Block 8, Promotion Status
  • Block 15, To (date)
  • Blocks 17-18, Type of report
  • Block 21, Billet Subcategory
  • Block 22, Reporting Senior
  • EVAL block 45/FITREP block 42, Promotion
    Recommendation

56
EVAL BLOCK 47
  • Retention
  • X in box
  • Recommended means RS recommends reen/ext

57
EVAL BLOCK 48FITREP BLOCK 44
  • Reporting Senior Address
  • For BUPERS inquiries concerning the report
  • AD Current command address
  • AD Next command address (if RS has transfer
    orders), or home address (if RS has retirement
    orders)
  • SELRES Civilian address, not RESCEN

58
EVAL BLOCK 49
  • Signature of Senior Rater
  • Last name, initials, grade or rate of senior
    rater
  • Obtain signature
  • Use black or blue-black ink
  • If no senior rater, enter NONE AVAILABLE
  • If signature unobtainable, same rules as above
    for rater

59
EVAL BLOCK 50FITREP BLOCK 45
  • Signature of Reporting Senior
  • RS must personally sign and date
  • Must be signed by RS listed in block 22
  • Not allowed By direction, for, acting,
    ghosted, stamped or facsimile signatures
  • Use black or blue-black ink

60
EVAL BLOCK 51FITREP BLOCK 46
  • Signature of Individual Evaluated
  • Review and counseling
  • Explain any adverse matter
  • Verbal acceptable
  • Written acceptable, see Exhibit O-1 in EVAL
    instruction
  • Members signature and date
  • Use black or blue-black ink
  • Member also signs block 32

61
EVAL BLOCK 51FITREP BLOCK 46 (Cont)
  • Signature of Individual Evaluated
  • Signature does not imply agreement with the
    report or satisfaction with counseling, but
    merely certifies that the member has seen the
    report and understands the right to submit a
    statement.

62
EVAL BLOCK 51FITREP BLOCK 46 (Cont)
  • Signature of Individual Evaluated
  • SELRES on AT/ADT/ADSW/OYR/ CANREC/265/MOB
    RECALL
  • If possible, the report should be signed by the
    member before he or she departs.
  • If not possible (and the report is not adverse
    and the member was on AD less than 3 months),
    signature may be omitted. Enter ACTIVE DUTY LESS
    THAN 3 MONTHS.

63
EVAL BLOCK 51FITREP BLOCK 46 (Cont)
  • Signature of Individual Evaluated
  • If member still attached to command
  • but cannot or does not sign, and
  • regardless of rank of SM, and
  • Not expected to return to or visit command within
    30 days (Leave or TEMADD or remotely assigned)
  • Forward all copies to members current address
  • Instructions to sign and return to originating
    command

64
EVAL BLOCK 51FITREP BLOCK 46 (Cont)
  • Signature of Individual Evaluated
  • Member transferred before signing
  • E1-E4 RS sign and date, retain command copy,
    send EVAL to members new command with cover
    letter, member signs, file EVAL in S/R
  • E5-E9 RS sign and date, mail advance copy to
    BUPERS with summary group, retain command copy,
    send EVAL/FITREP to members new command with
    cover letter, member signs, return EVAL/FITREP to
    originating command, mail original EVAL/FITREP to
    BUPERS
  • Officers RS does not sign and date, mail
    advance copy to BUPERS with summary group, retain
    command copy, send FITREP to officer with stamped
    return envelope, direct officer to sign and
    return FITREP to RS within 10 calendar days, RS
    sign/date, forward copy to officer and original
    to BUPERS

65
EVAL BLOCK 51FITREP BLOCK 46 (Cont)
  • Signature of Individual Evaluated
  • Member Separated
  • Report Not Adverse
  • Do not attempt to obtain signature
  • Enter SEPARATED
  • Send copy to members home address
  • Report Adverse RS does not sign and date, mail
    copy of EVAL/FITREP to members home address,
    explain adverse matter and right to submit
    statement, direct member to sign and return copy
    of EVAL/FITREP with statement if desired, mail
    original EVAL/FITREP and signed copy to BUPERS

66
EVAL BLOCK 51FITREP BLOCK 46 (Cont)
  • Signature of Individual Evaluated
  • Procedures when Member Signature not Obtained
  • Report was Forwarded for Signature and Not
    Returned
  • Initiate tracer action after 15 days
  • If no response after additional 15 days
  • Forward copy to BUPERS (for E5 and above), noting
    that no reply was received
  • Enter TRANSFERRED (or SEPARATED) NO RESPONSE TO
    TRACER in signature block
  • Member Fails or Refuses to Sign
  • If disabled, missing or deserter status,
    deterrent patrol, etc., or refuses to sign, enter
    explanatory phrase in signature block. Forward
    report to BUPERS (E5 and above only).
  • For refusal to sign Enclose letter of
    explanation, provide copy to member, complete
    Page 13 entry for enlisted member (witnessed by
    RS attesting to the refusal)

67
EVAL BLOCK 51FITREP BLOCK 46 (Cont)
  • Statement
  • May be submitted on any report
  • Regardless if RS considers it adverse
  • See Annex S in EVAL instruction
  • Submitted within 2 yrs after report ending date
  • Statement and RSs 1-page endorsement will, upon
    acceptance, be filed in field S/R (E1-E9) and in
    BUPERS image file (E5 and above)

68
EVAL BLOCK 51FITREP BLOCK 46 (Cont)
  • Content of Statement
  • No more than 2 pages
  • No enclosures
  • Temperate
  • Confined to pertinent facts
  • No accusations or countercharges
  • May not question or impugn motives of RS or other
    individuals
  • No request to modify, remove, replace, or
    investigate a report (Yes, as part of appeal
    processes)

69
EVAL BLOCK 51FITREP BLOCK 46 (Cont)
  • Submission of Statement
  • E1-E4 address to RS
  • E5 and above
  • Address to CHNAVPERS via RS (or via concurrent
    and regular RSs if concurrent report)
  • If unable to obtain RSs endorsement, submit
    statement directly to CHNAVPERS with cover letter
    explaining why endorsement unobtainable

70
EVAL BLOCK 51FITREP BLOCK 46 (Cont)
  • Endorsement of Statement
  • Must be endorsed by RS within 10 days
  • RS may recommend that statement not be accepted
    for file
  • Limited to one page
  • Raters and Senior Raters may not endorse member
    statement

71
EVAL BLOCK 52FITREP BLOCK 47
  • Regular RS Signature on Concurrent Report
  • Concurrent and concurrent/regular reports must be
    forwarded to regular RS for signature
  • Type name, rank, title, and command of regular RS
  • Regular RS sign and date
  • Use black or blue-black ink
  • To convert report to concurrent/regular, place X
    in block 17 and initial block 17
  • A report may not be endorsed as
    concurrent/regular unless it maintains regular
    report continuity

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SUMMARY
  • Describe an overview of the EVAL instruction
  • Know the basic requirements for filling out EVAL
    and FITREP forms, block-by-block
  • Explain the basic Dos and Donts for filling out
    EVAL and FITREP forms
  • List the basic requirements for conducting a
    Mid-Term Counseling session

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EXHIBIT 1-3 EVAL FRONT (BLOCKS 1 32)



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