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INDIVIDUAL AUGMENTEE (IA) PERFORMANCE REPORTQUICK REFERENCE GUIDEThis quick reference guide provides amplifying guidance on preparing performance reports for the four typesof IA Sailors—Individual Augmentee Manpower Management Assignments (IAMMs), Overseas ContingencyOperations Support Assignments (OSAs), Global Support Assignments (GSAs), and Reserve ComponentMobilizations (RC Mobs). This guide reviews general policy guidance and provides specific guidance oncompleting performance reports using the Adobe forms. For detailed guidance, including block by blockinstructions on completing reports, refer to BUPERSINST 1610.10C, Navy Performance Evaluation System,which can be found xNAVY EVALUATION ADVISER IN NON-NAVY COMMANDSU.S. commands and agencies other than Navy are encouraged to appoint a Navy Personnel Evaluation Adviserwho will monitor evaluation practices with regard to Navy personnel and provide assistance and advice toArmy, Air Force and Marine reporting seniors when needed. If necessary, the nearest Navy command shallprovide this service. Informal review of rough reports by the Navy Personnel Evaluation Adviser is encouragedto ensure conformity to BUPERSINST 1610.10C policies and to accepted Navy practices. Reviewerendorsements, comments, and signatures on the completed report are not authorized. Problems that cannot beresolved informally should be reported to NAVPERSCOM (PERS-32).TOOLSNAVFIT 98A Version 29 is available for download at: MANCEEVALUATION/Pages/SoftwareForms.aspxNAVFIT98A is not required to complete performance reports. Users may download hard copy forms FORMANCEEVALUATION/Pages/SoftwareForms.aspxThe following forms are in use for Navy performance reports:NAVPERS 1610/1 (3/02) FITREP/EVAL Summary LetterNAVPERS 1610/2 (8/10), Fitness Report and Counseling Record (W2-O6)NAVPERS 1616/26 (8/10) Evaluation Report and Counseling Record (E1-E6)NAVPERS 1616/27 (8/10) Evaluation and Counseling Record (E7-E9)For further Fitness/Evaluation Report Policy assistance, please contact PERS-32 (Performance EvaluationsBranch) at (901) 874-4881 / 4882 / 3313 or DSN 882-4881 / 4882 / 3313.The mailing address for PERS-32 is:COMMANDERNAVY PERSONNEL COMMANDPERS-325720 INTEGRITY DRMILLINGTON, TN 38055-32011
IA SAILOR TERMINOLOGYIA: Any Sailor in receipt of individual deploymentorders from NAVPERSCOM (PERS-4), to includeIAMM, OSA, GSA, and RC Mob, not mobilized aspart of an established commissioned ReserveComponent (RC) unitIAMM: An Active Component (AC) Sailor servingeither voluntarily or involuntarily in a rip-to-fill IAbillet under Temporary Additional Duty (TAD)orders away from the Parent Command. TheRegular Reporting Senior for IAMMs is the ParentCommandSupported Command: Location where theindividual performs the IAMM/OSA/GSA/RC MobActive Component (AC) Regular Reporting Senior(Parent Command): The reporting senior at themember‘s permanent duty station or unitReserve Component (RC) Regular ReportingSenior (Supported Command Reporting Senior):The member‘s reporting senior at the TemporaryAdditional Duty (TAD) station or unitActive Component (AC) Concurrent ReportingSenior (In-Theater Reporting Senior): Themember‘s reporting senior at the TemporaryAdditional Duty (TAD) station or unitOSA: An enlisted AC Sailor serving in a voluntaryIA billet that applied for the billet using CMS/ID.The Sailor executes TAD orders away from theParent Command at the end of the normal PCS tour,upon which the Projected Rotation Date (PRD) atthe Parent Command is extended for the duration ofthe IA assignment plus an additional 60 days. TheRegular Reporting Senior for OSAs is the ParentCommandGSA: An AC Sailor under Permanent Change ofStation (PCS) orders to an Expeditionary CombatReadiness Center (ECRC) with TAD orders to anIA billet. GSAs switched to officers only on 1 NOV2010. The Regular Reporting Senior for GSAs isECRCRC Mob: An RC Sailor not mobilized as part of anestablished commissioned RC unitPerformance Report: General term that includesFitness Report (W2-O6), CHIEFEVAL, (E7-E9), andEvaluation (E1-E6)Regular Report: Regular reports maintain ―day-today‖ continuity. Block 17 must be checked to maintainregular report continuity on concurrent reportsConcurrent Report: Report issued to membercovering performance at the TAD station or unitRegular Command: The Sailors permanent dutystation or unit2
FITREP/EVAL PERIODIC PLANNING CALENDAR(FITREP/CHIEFEVAL/EVAL ending dates are the last day of the month for officers and the 15 th day ofthe month for enslisted.)PERIODIC Inac)Enlisted(All)JanO3O3FebO2O2MarW5, W4, W3W5, W4, W3E5AprO5O5E9MayO1O1E4JunO6O6E3, E2, E1SepW2W2E8, E7OctO4O4JulAugE6NovDec3
ACTIVE COMPONENT (AC) REGULAR REPORTING SENIORS(PARENT COMMANDS)IAMM/OSA performance reports(s) requirements are as follows:1.) Maintain regular performance report continuity.2.) Per BUPERSINST 1610.10C, use billet subcategory (Block 21) code ―INDIV AUG‖ on performanceevaluations for the following occasions:For Sailors with reporting period end dates occurring while on IA assignment who have been at theirParent Command for less than 240 days or whose period of performance is less than 240 daysFor Sailors with reporting period end dates occurring 180 days or less after they have completed anIA assignment (inapplicable if Sailor has transferred to a new Parent Command)3.) Per BUPERSINST 1610.10C, evaluate Sailors with their peers for the following occasions and DO NOT usethe billet subcategory entry of ―INDIV AUG‖ in Block 21:For Sailors with reporting period end dates occurring while on IA assignment who have been at theirParent Command for 240 days or moreFor Sailors with reporting period end dates occurring more than 180 days after they have completedan IA assignment4.) Sign Block 47 (FITREP/CHIEFEVAL) or Block 52 (EVAL) of the report(s).5.) Send the original report(s) to PERS-32 (see mailing address on Page 1).GSA performance report(s) requirements are as follows (Note: ECRC is the Regular Reporting Seniorfor GSAs):1.) Use pre-arranged concurrent/regular reports to maintain day-to-day continuity.2.) Per BUPERSINST 1610.10C, use billet subcategory (Block 21) code ―INDIV AUG‖ on performanceevaluations.3.) Initial Block 17.4.) Sign Block 47 (FITREP/CHIEFEVAL) or Block 52 (EVAL) of the report(s).5.) Send the original report(s) to PERS-32 (see mailing address on Page 1).6.) Forward a signed copy of the report(s) back to the Concurrent Reporting Senior.4
ACTIVE COMPONENT (AC) CONCURRENT REPORTING SENIORS(IN-THEATER REPORTING SENIORS)IAMM/OSA/GSA performance reports(s) requirements are as follows:1.) Write a concurrent report for the following occasions:Detachment of individual from IA commandDetachment of Concurrent Reporting Senior (officers only)Periodic reports (covering 90 days or more; see Periodic Planning Calendar on Page 3)Special reportsPre-arranged concurrent/regular reports may be submitted on the occasions listed above under the followingconditions:Regular and Concurrent Reporting Seniors agree in advance to submit report as concurrent/regularA concurrent/regular report must maintain continuity with the last regular report (overlappingthe previous report is acceptable)Short periods less than 90 days, not covered by the Regular Reporting Senior prior to IA assignment,shall be covered on the pre-arranged concurrent/regular report issued by the Concurrent ReportingSenior2.) Per BUPERSINST 1610.10C, use billet subcategory (Block 21) code ―INDIV AUG‖ on performanceevaluations.3.) Rank all assigned Sailors against each other under the ―INDIV AUG‖ billet subcategory using traditionalranking procedures (rank, rate, duty/competitive status, etc.).4.) Sign Block 45 (FITREP/CHIEFEVAL) or Block 50 (EVAL) of the report(s).5.) Forward advance copies of entire summary group(s) directly to NAVPERSCOM (PERS-32; see mailingaddress on Page 1).6.) Send original performance report(s) to the Regular Reporting Senior for counter-signature.7.) Retain a reproduced copy in case the originals are lost or misplaced.8.) Mail the performance reports and summary letters to PERS-32 (see mailing address on Page 1).5
Notes1. For active duty members on an IA assignment, the regular command should do an observed periodic report when there has beena sufficient period of observation by the reporting senior to evaluate the period of performance with confidence.2. A concurrent (but not a concurrent/regular report) may exceed 15 months.3. A concurrent report may be endorsed as concurrent/regular when there is no gap between the beginning date of the concurrentreport and the ending date of the previous regular report (i.e., the last regular report ends 30APR2008 and the concurrent reportbegins 01MAY2008 or earlier).4. Concurrent reports are normally grouped together but separately from regular reports for summary group comparison.5. If a Sailor received an observed regular report ending no more than 3 months prior to the periodic report date, the periodicreport may be omitted. If omitted, include the period in the next Regular report.Examples1. CDR Jones detached from Navy Personnel Command for follow-on GSA orders to Iraq. NPC gave him a detachment ofindividual fire with an end date of 10JUL2008. CDR Jones took 30 days of leave before reporting to ECRC (permanent dutystation). Before reporting to Iraq for the six-month GSA, he attended a two-week school (20JUL2008-30JUL2008).At the end of his GSA assignment, the supported command would write a concurrent report on CDR Jones and include the followinginformation:Block 14: 11JUL2008 Block 15: 02FEB2009Block 29: LEAVE/TRANSIT: 11JUL2008-09AUG2008; TEMADD: 20JUL2008-30JUL2008.To make CDR Jones‘ report a concurrent/regular fire, ECRC would check block 17 and endorse block 47.2. While assigned to Norfolk Naval Shipyard, PN1 Smith receives IA orders for a six-month assignment to Afghanistan. She mustreport to her temporary duty assignment in Afghanistan on 01MAY2008. At the conclusion of her IA assignment, PN1 Smith willreceive a concurrent report for the period from 01MAY2008-01DEC2008. Norfolk Naval Shipyard would do her periodic report thatwill cover the period from 16NOV2007 to 15NOV2008.6
RESERVE COMPONENT (RC) REGULAR REPORTING SENIORS(SUPPORTED COMMAND REPORTING SENIORS)Individual Recall to Active duty performance report(s) requirements are as follows:1. Navy Reservists recalled to active duty for 90 days or more are recommended to receive a detachment ofindividual report from their Inactive Duty Training Regular Reporting Senior (unit CO/OIC will receive thisfrom gaining command reporting senior) ending the day before commencement of active duty.2. The supported command to which assigned for active duty is responsible for submitting regular reports forthe following occasions:Detachment of individual from supported commandDetachment of supported command‘s reporting senior (officers only)Periodic reports (see Periodic Planning Calendar on Page 3)Special reports3. Send original performance report(s), consisting of the entire summary group and summary letter, to PERS-32(see mailing address on Page 1).4. The period between the time the member detaches from the Navy Operational Support Center (NOSC) untilthe member physically reports to the active duty supported command shall be covered in the first report issuedby the supported command‘s reporting senior. If the member has been on leave, travel, and/or training prior tophysically arriving, capture that information in block 29 of the performance report. Refer to chapter 10 ofBUPERSINST 1610.10C for specific guidance on completing the report. Ensure that block 5 is markedAT/ADSW and that block 14 is the day after the Sailor‘s last report.7
Create and save EvaluationThis section explains how to complete and save anevaluation using the Adobe forms. To assist inidentifying the block numbers for each performancereport the following naming convention is used:1. A number ―1‖ in the block column means that thesame block title applies to all forms.2. EVAL followed by a number means that block titleapplies to the enlisted evaluation only (E1-E6).3. FITREP followed by a number means that blocktitle applies to the officer or CHIEFEVALperformance reportCreate an evaluation:1. Open the form.2. Complete each block per guidance.3. Member Trait Average is auto calculated.4. Handwrite Summary Group Average5. After saving evaluation, click on Clear Form tosubmit additional reportsThe form underlines misspelled words in red similarto Microsoft Word. Move mouse over the underlinedword and right click on mouse to see options.Save an evaluation:1. Click Save Form button.2. Select directory to store file.3. Name File and click the Save button.Create and save Summary LetterThis section explains how to complete and save aSummary Letter Adobe form. This interactive formwill assist you in accurately completing each blockby performing constraint checks.This version of the summary letter performs limitedauto calculations. The user must manually determinethe Breakout distribution. A sample Summary Letteris located on page 1-37 of BUPERSINST 1610.10C.Breakout Distribution:1. All blocks must have a value.2. See BUPERSINST 1610.10C Table 1-3 (page 121) to determine maximum promotionrecommendations.Summary Group BreakoutSee the enlisted table on Table 1-5, page 1-25 and theofficer table on Table 1-4, page 1-22 of BUPERSINST1610.10C, for criteria used to determine summarygroups. It is recommended that commands createseparate summary letters for each summary group. Thesummary letter breakout (block 13) and theevaluation block 43 summary needs to match.Summary Group Average:1. Sum Individual Trait Averages and divide bynumber of individuals with graded reports.2. NOB reports are not included.3. Average is rounded up at two decimal places (i.e.3.855 would round to 3.86).Note: Do not use the Save As menu option under Filetoolbar.Adobe version: The NMCI gold disk now includesAdobe Acrobat Reader v9. Users with a lowerversion may submit a MAC request to upgrade. ForPrint an evaluation:1. Click the Adobe print buttonnon-NMCI users the Adobe website contains the2. Top print double sided (printer must be capable of latest free Adobe Reader for download.duplex dstep2.htMla. Select printer propertiesb. Select Flip on long edgeAdobe Auto-completec. Click OKReader or Acrobat has an auto-complete feature thatthe user can turn on or off. Open Reader or AcrobatNote: Make sure the Print to File button is unchecked. and hit CTRL K (or from the menu bar Edit Preferences- General). Look for "Forms" under the"Categories:" column. Under the Auto-Completesection, you can turn off or modify the previous entrybehavior.8
EVALUATION/FITREP INSTRUCTIONSBlock1Block 65ConstraintAllows up to 27 alpha charactersMember‘s last name separated witha commaLimit of 5 alpha characters. Gradeor rate on the ending date of thereportAllows up to 12 alpha and/orspecial charactersAllows 9 numeric charactersAn ‗X‘ shall be placed in the box ifselectedAn ‗X‘ shall be placed in the box ifselectedAn ‗X‘ shall be placed in the box ifselectedAn ‗X‘ shall be placed in the box ifselectedAllows up to 5 alpha-numericcharacters6UIC7Ship/StationAllows up to 18 alpha-numericcharacters8Promotion Status9Date Reported1011EVAL 12FITREP121314PeriodicDetachment ofIndividualPromotion/FrockingDetachment ofReporting SeniorSpecialFromDropdown containing:‗REGULAR,‘ ‗FROCKED,‘‗SELECTED,‘ ‗SPOT‘Use ‗YYMMDD‘ format(07SEP16)‗X‘ appears on selected box‗X‘ appears on selected box15To16Not Observed Report‗X‘ appears on selected box‗X‘ appears on selected box‗X‘ appears on selected boxUse ‗YYMMDD‘ format(07SEP16)Use ‗YYMMDD‘ format(07SEP16)‗X‘ appears on selected box9RemarksJOHNSON, ROBERT MUse standard rate or grade abbreviations:SA, BM1, CAPT or LTFor enlisted personnel, designate warfarequals such as AW/SW. If none, leave thisblock blank. For officers enter the fourdigit designator-examples 1310, 1315,1110123-45-6789Only 1 box can contain an ‗X.‘ Reservistson recall use AT/ADSW/265 blockNavy UIC such as 1234A. For otherservices, enter five zeros. ConcurrentReporting Seniors enter your UICCG-47 TICONDEROGA. Do not spell outnumbers or letters. Concurrent ReportingSeniors enter your command nameIn most cases, Regular would go in thisblockCannot have an ‗X‘ if Block 13 selectedCannot have an ‗X‘ if Block 13 selectedCannot have an ‗X‘ if Block 13 selectedCannot have an ‗X‘ if Block 13 selectedBlock 42 defaults to NOB. Three traitgrades can be graded if desired
Block171819Block NameRegularConcurrentOps CdrConstraints‗X‘ appears on selected box‗X‘ appears on selected box‗X‘ appears on selected box20Physical ReadinessAllows up to 4 alpha-numericcharacters21Billet SubcategoryDropdown containing: ‗NA,‘‗BASIC,‘ ‗APPROVED,‘ ‗COAFLOAT,‘ ‗CO ASHORE,‘ ‗OIC,‘‗SEA COMP,‘ ‗CRF,‘‗CANVASSER,‘ ‗RESIDENT,‘‗INDIV AUG,‘ ‗INTERN,‘‗INSTRUCTOR,‘ ‗STUDENT,‘‗RESAC1,‘ ‗RESAC6,‘‗SPECIAL01‘ through‗SPECIAL20‘22Reporting SeniorAllows up to 27 alpha charactersMembers last name separated witha commaAllows up to 5 alpha-numericcharacters23Grade (of reportingsenior)10RemarksIf Ops Cdr selected box 18 is blank. Foractive duty, check Concurrent. Forreservists check Regular. For concurrent/regular reports, check Concurrent andRegularEnter a one letter PFA code without aspace or slash for each official PFAadministered during the reporting period.PFA codes are as follows:P – Passed both PRT and BCAF – Overall PFA failure (failed BCA orPRT)M – Medically waived from entire PFA(BCA and PRT)W – Passed BCA but medically waivedfrom 1 or more PRT eventsB – Passed BCA but was authorized nonparticipation in PRT for other thanmedical waiver reasons (a comment willbe made in Block 43 (E1-E6 EVAL) orBlock 41 (FITREP, CHIEFEVAL) withreason for non-participationN – No PFA conducted during reportingperiod (due to Deployment/ Operational(DEP/OP), IAMM, OSA, GSA,pregnancy, TAD, or excused)Example: ―FPM‖ indicates memberparticipated in 3 PFAs during the reportingperiod and that the member failed the first,passed the second, and had a medicalwaiver for the thirdSPECIAL01 through SPECIAL50 usedonly with prior written approval fromPERS-32. For IAMM/OSA/GSAperformance reports, select ‗INDIV AUG‘from the dropdown. Per NAVADMIN215/10, Reserve Component Sailor‘sreports are completed in accordance withChapters 9 &10 of BUPERSINST1610.10C. Billet Sub Category will beassigned by length of time on Active Duty:RESAC1 or RESAC6SMITH, JOHN HRADM, COL, LTC, CPT or GS-15. Ifcivilian with no grade enter CIV
Block24Block NameDesig (of reportingsenior)ConstraintsAllows up to 5 alpha-numericcharacters25Title (of reportingsenior)UIC (of reportingsenior‘s command)SSN (of reportingsenior)Commandemployment dingDuties/PFAAllows up to14 alpha-numericcharactersAllows up to 5 alpha-numericcharactersAllows 9 numeric characters2627282930Date Counseled3132CounselorSignature ofIndividual CounseledPerformance TraitsIndividual TraitAverageCareerRecommendations33-39EVAL 40EVAL 41FITREP40EVAL 42EVAL 43FITREP41EVAL 44Signature of RaterComments onPerformanceNavy UIC such as 1234A. For otherservices, enter five zeros123-45-6789Allows up to 276 charactersAllows up to 14 alpha-numericcharacters (small box)Allows up to 460 alpha-numericcharacters (large box)Use ‗YYMMDD‘ format(07SEP16)Free text fieldNo constraintsPlace an ‗X‘ in only one boxAuto-calculated by form when traitgrades are checkedEnter one or two recommendationsReservists enter type of duty: ADSW,OYR, MOB, etc. In remainder of blockdescribe the duty performed such asWATCH OFFICERIf counseling not performed put NOTPERF or NOT REQIf no recommendation enter NONE or NAin the first blockLimited to 18 linesQualifications/AchievementsIndividual PromotionRecommendationLimited to 3 linesSummary PromotionRecommendationAllows numeric characters only.User must manually determinesummary group and forcedistributionEVAL 47RetentionEVAL 48FITREP44Reporting SeniorAddressPlace an ‗X‘ in one and only oneboxFree text fieldEVAL 45FITREP42EVAL 46FITREP43RemarksFor other services, enter the abbreviationof the branch (USA, USMC, or USAF).For civilians leave blankCO, XO, COMMANDER, DEPT HEAD‗X‘ appears on selected box11See Table 1-5, page 1-25 ofBUPERSINST 1610.10C for criteria usedto determine summary groups. ReviewTable 1-3 of the instruction for forcedistribution guidelines
BlockEVAL 49EVAL 50FITREP45EVAL 51FITREP46EVAL 52FITREP47Block NameSignature of SeniorRaterSignature ofReporting SeniorConstraintsRemarksNo constraintsMember trait average is auto calculatedwhen traits have assigned gradesSignature ofIndividual EvaluatedNo constraintsRegular ReportingSenior Signature onConcurrent ReportNo constraints12
SUMMARY LETTER INSRUCTIONSBlockN/A1Block NameFILENAMEName of ReportingSeniorConstraintN/AAllows up to 18 alpha charactersMembers last name separated with acommaAllows up to 5 alpha-numericcharactersAllows 9 numeric characters withrdthimbedded hyphens after the 3 and 5digitsAllows up to 5 alpha-numericcharactersAllows up to 2 alpha-numericcharactersDropdown containing: ‗REGULAR‘,‗FROCKED‘, ‗SELECTED‘, ‗SPOT‘Allows up to 12 alpha and/or specialcharacters2Grade3SSN4UIC5Paygrade6Promotion Status7Desig (Off Only)8Duty Status9Billet Subcategory10Report Type11MBR UIC (Enl Only)12Rpt End DateDropdown containing: ‗ACT‘, ‗FTS‘,‗INACT‘, ‗AT/ADSW/265‘Dropdown containing: ‗NA‘,‗BASIC‘, ‗APPROVED‘, ‗COAFLOAT‘, ‗CO ASHORE‘, ‗OIC‘,‗SEA COMP‘, ‗CRF‘,‗CANVASSER‘, ‗RESIDENT‘,‗INTERN‘, ‗INSTRUCTOR‘,‗STUDENT‘, ‗RESAC1‘, ‗RESAC 6‘,‗SPECIAL01 through ‗SPECIAL20‘ ‗Enter ‗Regular‘, ‗Concurrent‘, ‗OpsCdr‘Allows up to 5 alpha-numericcharactersUse ‗YYMmmDD‘ format (07Sep16).13BreakoutAllows numeric charactersNALast Name (ALPHAOrder)SSN (Last 4)Trait AverageAllows up to 50 alpha characters pernameAllows 4 numeric characters per SSNAllows up to 14 numeric and/orspecial characters per trait averageNANA13RemarksLeave this field blankCan validate that last namehas a comma afterward.CAPT123-45-6789 The form willformat the SSN to includethe dashes.12345E7, 05Ignore errors message whenputting in officer designator.For enlisted personnel enterNA.SPECIAL01 throughSPECIAL20 used only withprior written approval fromPERS-3212345Select down arrow to seecalendarBreakout must be identical toBlock 43 on every reportlisted. The Total field isauto-calculated for you.Leave blank for NOBreports. For all others take
BlockBlock NameConstraintNATotalAllows up to 14 numeric and/orspecial charactersNANumber of IndividualsAllows up to 14 numeric charactersNASummary Group Average Shall allow up to 14 numeric and/orspecial charactersNANAContinuation SheetReport Submitted onTimeSignature of ReportingSenior (Sign and Date)ISIC AddressReporting SeniorAddressNANANA‗X‘ appears on selected box‗X‘ appears on selected boxNo constraintsNo constraintsNo constraints14Remarksfrom Individual TraitAverage on performancereport.Sum Individual TraitAverage of all evaluations.This field is auto-calculatedfor you.Number of evaluations. Thisfield is auto-calculated foryou.This field is auto-calculatedfor you. (Total/Number ofIndividuals). Round up, i.e.3.855 3.86
NAVPERS 1616/27 (8/10) Evaluation and Counseling Record (E7-E9) For further Fitness/Evaluation Report Policy assistance, please contact PERS-32 (Performance Evaluations Branch) at (901) 874-4881 / 4882 / 3313 or DSN 882-4881 / 4882 / 3313.
