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FITNESS REPORT AND EVALUATION SYSTEM ENLISTED ROAD BRIEF

Business Operations Department (PERS-3). FITNESS REPORT AND EVALUATION SYSTEM ENLISTED ROAD BRIEF. CDR Bill Harris Plans and Programs (PERS-334). AGENDA. Purpose of Performance Report System Evaluation Manual Changes Rejections Performance Summary Record Points of Contact.

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FITNESS REPORT AND EVALUATION SYSTEM ENLISTED ROAD BRIEF

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  1. Business Operations Department (PERS-3) FITNESS REPORT AND EVALUATION SYSTEM ENLISTED ROAD BRIEF CDR Bill Harris Plans and Programs (PERS-334)

  2. AGENDA • Purpose of Performance Report System • Evaluation Manual • Changes • Rejections • Performance Summary Record • Points of Contact

  3. PURPOSE OF EVALUATIONS • Single most important personnel management tool • Documents performance from entry to separation • Impacts all career decisions • PERS-311 Goal: Day-to-Day Report Continuity

  4. PERFORMANCE EVALUATION BRANCH • Volume • Over 500,000 reports annually • Approximately 10% contain fatal errors • Down from 35% in 1998 • Another 5% contain administrative errors • Processing • Reports are examined block by block • Technical correctness is checked

  5. GOVERNING INSTRUCTIONS • BUPERSINST 1610.10 (new EVALMAN) • Effective 1 January 1996 • 8 Changes - NAVOP 043/95, NAVADMINS 049/97, • 175/98, 239/98, 276/98, 050/99, 054/00, 167/00 • OPNAVINST 6110.1F (new Health and Readiness • instruction) Effective 1 May 2000

  6. CHANGES IN 1995 • Allows up to two traits, except Equal Opportunity, • to be assessed as Progressing (2.0) and still • maintain a recommendation of Promotable • A Promotable Recommendation may not be • assigned with any trait graded 1.0 • Member failing most recent PRT cannot receive • any higher than 2.0 in Military Bearing and cannot • receive any higher promotion Recommendation • than Promotable

  7. CHANGES IN 1997 • One time freeze of Reporting Senior Cumulative • Average 1996 • Detachment of Reporting Senior Reports • optional E1 - E9 • Expanded comments section, ranking authorized • NOB with comments for active duty for training • of more than 10 days and less than 90 days • Sub-category authorized for personnel with • approved separation

  8. CHANGES IN 1998 • Disks are no longer required to be submitted. • “Certified Copy Provided” now be accepted. Adverse • reports that are “Certified” will not be accepted. • All semiannual FITREP and Evaluation Reports • changed to annual. • All Active/TAR/Inactive O1/O2 personnel (including • LDOs) can receive a promotion recommendation • no higher than “Promotable.” There are no limits • on trait grades. • All Active/TAR/Inactive O3 personnel (including • LDOs) no limit on “Must Promotes.”

  9. CHANGES IN 1999 • Mandatory that all members who have • an “Approved” (meaning orders in hand) • Resignation/Retirement/Fleet Reserve • request shall be placed in a separate • sub-category. • Submission of a closeout evaluation for E1 • through E5 personnel at the time they are • frocked or advanced no longer required.

  10. CHANGES IN 2000 • Forced Distribution for reports on all Limited • Duty Officer (LDO) Ensign and Lieutenant • (Junior Grade) is mandatory. • In reports on Commanding Officers, Officers, • Chief Petty Officers and Leading Petty Officers • who are responsible for officer and enlisted • personnel, comment on efforts and quality of • results in fostering a command and workplace • environment conducive to the improvement of • personnel retention.

  11. OPNAVINST 6110.1F • Results of most recent PFA in block 20 • PFA failure during reporting period documented • in comments • Third PFA failure in four years • A grade no greater than 1.0 in Military Bearing • Mark “Significant Problems” in promotion • block • Mark “Retention Not Recommended” in retention • block • An overall score of “Outstanding” or “Excellent” • is no longer required for assigning 5.0 in Military • Bearing

  12. REPORT PRODUCTION SOFTWARE • Current Version • NAVFIT 98 • NAVFIT 98 is the only program that is “Certified” to be Y2K Compliant. • This is the only software authorized for use. • System Conflicts have been reported with WINDOWS NT and WINDOWS 2000 (may have to use WINDOWS 98) • www.persnet.navy.mil/navfit/navfit.htm • www.persnet.navy.mil/pers311/index.html

  13. WRITING FITREPS/EVALS • Upper and Lower Case 10/12 Point Only • No tiny type • No Script, Italic, Bold or Unusual Type • No handwritten comments/notes • No Underlining, Asterisks or Highlighting • DON’T • Overuse adjectives • Comment on Pending Actions (disciplinary • or awards) • Comment on Previous Failure of Selection • FITREPs are written on the member to a selection • board

  14. WRITING FITREPS/EVALS • Make the written comments mean something • Use specialty and platform specifics judiciously • Keep comments general to allow complete • understanding by entire selection board • Leave no doubt in a selection board’s mind what • you are trying to say • Ranking is authorized • Comment on those that were “just out of the hunt” • for that Early Promote or if forced distribution did • not allow you to mark all your Early Promotes

  15. SELECTION BOARDS ARE BRIEFED ON • Old and new evaluation/fitness report system • Performance Summary Report • The artificial decline in performance if summary • group size is reduced • Reporting Senior Cumulative Average/Summary • Group Cumulative Average/Individual Trait Average • What they as Reporting Seniors should be writing • in the written comments

  16. SELECTION BOARD COMMENTS • Number one lesson was “Too many commands and • reporting seniors allowed the referees (board • members) to decide the outcome of the game.” • Reporting seniors need to be very clear about • identifying their top performers and should break • them out every way they can, especially on a EP • one-of-one detaching FITREP. NUMERICAL RANKING • IS IMPORTANT!! • For a bullet to be effective, it must contain cause • and effect (What was done, how well it was done, • and how these efforts positively impacted mission • accomplishment)

  17. SELECTION BOARD COMMENTS • Comment heavily on leadership and management ability. • 5.0s are a dime a dozen. As much as 90% are not justified. • Balance comments on community service and other contributions • with mission accomplishment. Mission comes first. • If an individual moves from an EP to an MP with no narrative • explanation it can be viewed negatively. • Adverse information is not the “kiss of death.” • You don’t have to be an EP or MP to get promoted. Individuals • have been promoted who were “P” on their latest fitrep. • “How did that guy get promoted?” Is a question that is always • asked. • “Who drafted and/or wrote/signed the eval or fitrep.” If a • supervisor and/or a reporting senior does not feel someone • should be promoted, have the courage to say so!

  18. REJECTION RATES ARE TOO HIGH • PERS-3 number one priority is to reduce the rejection • rate and the administrative corrections • How is PERS-3 getting the word out? • All Selection Boards are briefed not only as board • members but Reporting Seniors as well • Senior Enlisted Academy/PCOs/PXOs • “Road Show” Briefings • Navy Times • Perspective and Link articles • NAVADMINs • Rejection Letters • Sent to Reporting Senior • Sent to member (signature)

  19. COMMON REPORT REJECTIONS • Report not signed by the Reporting Senior or the • member • Missing reports from summary group • Invalid “To Dates” • Third PRT failure in four years (Block 20) • and Military Bearing graded above 1.0 and • promotion recommendation above Significant • Problems • Non-compliance with forced distribution by • splitting competitive categories to give more • “Early Promotes”

  20. ACTIVE ENLISTED SUMMARY RECORD • Is an Administrative Tool • Part 1 contains very brief history • Part 2 contains Old Report Data • Part 3 contains New Report Data • Intended to reduce Boards ADMIN/clerical • workload • Not intended to be all inclusive/main vehicle • for selection

  21. AS OF DATE: 061601 ENLISTED PERFORMANCE SUMMARY REPORT **111111111** PAGE 2 OF 2 FOR OFFICIAL USE ONLY NAME: HOUDINI HARRY NMN CURR. RATING: PNCS EFFECT DATE: 990716 SSN: 111-11-1111 RATING FRM DATE SHIP OR STATION TYPE GRADE TOTALS (OVERAL EVAL SHOWN WITH TIC) ADV PHYS BRANCH TO DATE REPORTING SENIOR OCCASION REC READ COMPARISON GROUP STATUS MONTHS GRADE TITLE RANKING 4.0 3.8 3.6 3.4 3.2 3.0 2.8 2.6 2.0 1.0 NOB PN1 900327 MSO-509 ADROIT REGULAR -11- 1 REC P/14 USN 901130 SMITH H K PER ACTIV 7 LCDR CO 2 OF 10 0 0 0 0 0 0 0 0 0 - PN1 901201 MSO-509 ADROIT REGULAR -11- 1 REC P/14 USN 911130 SMITH H K PER ACTIV 12 LCDR CO 1 OF 3 0 0 0 0 0 0 0 0 0 - PN1 911201 MSO-509 ADROIT REGULAR -11- 1 REC P/15 USN 921012 JONES J P TRN ACTIV 10 LCDR CO 1 OF 1 0 0 0 0 0 0 0 0 0 - PN1 921013 PERSUPPDET NS CH REGULAR - - - - - - - - - - - P/17 USN 921130 HARRIS W K PER ACTIV 2 LCDR OIC PN1 921201 PERSUPPDET NS CH REGULAR -11- 1 REC P/18 USN 931130 HARRIS W K PER ACTIV 12 LCDR OIC 1 OF 6 0 0 0 0 0 0 0 0 0 - PN1 931201 PERSUPPDET NS CH REGULAR -11- 1 REC P/18 USN 940315 HARRIS W K ACTIV 4 LCDR OIC ADVANCE 1 OF 1 0 0 0 0 0 0 0 0 0 - PNC 940316 PERSUPPDET NS CH REGULAR -12- REC P/18 USN 940930 STEVENSON R L PER ACTIV 6 LCDR OIC 2 OF 3 0 0 0 0 0 0 0 0 0 - PNC 941001 PERSUPPDET NS CH REGULAR -12- REC P/15 USN 950925 STEVENSON R L TRN ACTIV 12 LCDR OIC 1 OF 1 0 0 0 0 0 0 0 0 0 -

  22. PERFORMANCE SUMMARY REPORT DATE OF REPORT: 061601 NAME(LAST,FIRST,MIDDLE) DESIG/RATE SSN HOUDINI HARRY NMNPNCS111-11-1111 PAGE 1 OF 1 PG STATION DUTY DATES M REPORTING SENIOR TRAITS AVERAGES PROMOTION REC RPT O NAME PG TITLE 1 2 3 4 5 IND R/S SP PR P MP EP TYPE S SUM CUM E7 PERSUPPDET NS LCPO 100194 11 HARRIS O3 OIC 0 0 0 2 4 4.67 3 X CHASN 082396 W K 4.06 4.06 0 0 0 0 1 RG E7 PERSUPPDET NS LCPO 082496 4 HARRIS O3 OIC 0 0 0 2 4 4.67 6 X CHASN 122096 W K 4.67 4.44 0 0 0 0 1 RG E8 CINCPACFLT PERS ADV 122296 12 SMITH O6 DCINC 0 0 0 1 5 4.83 6 X ISOR 121297 H K 4.83 4.53 0 0 0 0 1 RG E8 CINCPACFLT PERS ADV 121397 9 SMITH O6 DCINC 0 0 0 1 5 4.83 9 X ISOR 091598 H K 4.53 4.44 0 0 1 1 1 RG E8 CINCPACFLT PERS ADV 091698 11 JONES O6 DEPT DIR 0 0 0 2 4 4.67 10 X ISOR 081699 J P ECTOR 4.50 4.22 0 0 0 0 1 SUPP E8 DESRON 15 PERSONNE 101299 11 KING O6 COM 0 0 0 2 4 4.67 16 X L OFFICE 091500 E J 4.50 4.41 0 0 2 1 1 RG E8 DESRON 15 PERSONNE 091600 10 KING O6 COM 0 0 0 1 5 4.83 25 X L OFFICE 073101 E J 4.70 4.45 0 0 0 0 1 RG

  23. Ordering PSR and Microfiche Records • Request must be in writing and signed • Microfiche, PSR, and ODC (PERS-313C) • 1-800-951-NAVY(6289) • FAX: 901-874-2664 (DSN: 882) • Questions: 901-874-3415 (DSN: 882) • Mailing Address • NAVY PERSONNEL COMMAND PERS-313C 5720 INTEGRITY DRIVE MILLINGTON TN 38055-3130 • Website for ODC/OSR/ESR/PSR • www.staynavy.navy.mil (Select: “Your Professional Record Online”) • Microfiche online www.bupersaccess.navy.mil

  24. PERS-3 POINTS OF CONTACT • Customer Service Desk for both Officer and Enlisted • DSN 882-3313/3315/3316 • COMM (901)874-3313/3315/3316 • FAX • COMM (901)874-2761 (DSN 882) • Email • P334@persnet.navy.mil (CDR Bill Harris) • P311@persnet.navy.mil (Ms. Michele Adams) • P311c@persnet.navy.mil (Mr. Doug Warf)

  25. MAILING FITREPS/EVALS Regular Mail NAVY PERSONNEL COMMAND PERS-311 5720 INTEGRITY DRIVE MILLINGTON, TN 38055-3110 Certified Mail/FEDEX NAVY PERSONNEL COMMAND PERS-311 BLDG 769 - WOOD HALL 5751 HONOR DRIVE MILLINGTON, TN 38055-3110

  26. MISSING AWARDS Regular Mail NAVY DEPARTMENT BOARD OF DECORATIONS AND MEDALS ATTN: N09B13 NAVY PENTAGON 2000 WASHINGTON, DC 20350-2000 (202)685-1770 Certified Mail/FEDEX NAVY BOARD OF DECORATIONS AND MEDALS 901 “M” ST SE BUILDING 36 ROOM 135 WASHINGTON NAVY YARD WASHINGTON, DC 20003

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