35
DODINST 1320.14 (excerpts) 6.1.3. Communications with Promotion Selection Boards 6.1.3.1. General. All communications with, other than those communications that are only administrative in nature, shall be in writing, furnished to all board members, and made a part of the board's record. An audio or video recording is an acceptable means of communication with the board, so long as a written transcript is made a part of the board record. No one, other than the Secretary of the Military Department concerned, shall appear in person to address a promotion selection board on any matter. This authority shall not be delegated. Should the Secretary of the Military Department appear in person to address a promotion selection board, a verbatim written transcript of his remarks shall be provided to every board member and included in the record of the promotion selection board. This does not restrict the furnishing of administrative information to the promotion selection board by the staff designated in writing by the Secretary of the Military Department concerned to assist the board. Oral communication of routine administrative information among board members, recorders, and support personnel is authorized to the extent that it is necessary to facilitate the work of the board. 6.1.3.2. Communications about Particular Officers. Information about a particular officer may be communicated to a promotion selection board as follows: 6.1.3.2.1. Information in an eligible officer's official military personnel records, as defined in regulation by the Secretary of the Military Department concerned, and provided to the promotion selection board in accordance with this Instruction. 6.1.3.2.2. Information, including the opinion of third parties, submitted to promotion selection boards by eligible officers under Section 614(b) or 14106 of 10U.S.C (reference (b)), this Instruction, and the regulations of the Military Department concerned. 6.1.3.2.5. Under such instructions as the Assistant Secretary of Defense for Force Management Policy (ASD(FMP))may prescribe, factual summaries of the information described in subparagraphs 6.1.3.2.1., 6.1.3.2.2. and 6.1.3.2.3., above, may be prepared by personnel designated in writing by the Secretary of the Military Department concerned to facilitate the work of a promotion selection board.

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Page 1: DODINST 1320.14 (excerpts) - Quantico National Naval ...quantico-nnoa.org/wp-content/uploads/QNNOA Promotion Board PME.pdf · DODINST 1320.14 (excerpts) 6.1.3. Communications with

DODINST 1320.14 (excerpts) 6.1.3. Communications with Promotion Selection Boards 6.1.3.1. General. All communications with, other than those communications that are only administrative in nature, shall be in writing, furnished to all board members, and made a part of the board's record. An audio or video recording is an acceptable means of communication with the board, so long as a written transcript is made a part of the board record. No one, other than the Secretary of the Military Department concerned, shall appear in person to address a promotion selection board on any matter. This authority shall not be delegated. Should the Secretary of the Military Department appear in person to address a promotion selection board, a verbatim written transcript of his remarks shall be provided to every board member and included in the record of the promotion selection board. This does not restrict the furnishing of administrative information to the promotion selection board by the staff designated in writing by the Secretary of the Military Department concerned to assist the board. Oral communication of routine administrative information among board members, recorders, and support personnel is authorized to the extent that it is necessary to facilitate the work of the board. 6.1.3.2. Communications about Particular Officers. Information about a particular officer may be communicated to a promotion selection board as follows: 6.1.3.2.1. Information in an eligible officer's official military personnel records, as defined in regulation by the Secretary of the Military Department concerned, and provided to the promotion selection board in accordance with this Instruction. 6.1.3.2.2. Information, including the opinion of third parties, submitted to promotion selection boards by eligible officers under Section 614(b) or 14106 of 10U.S.C (reference (b)), this Instruction, and the regulations of the Military Department concerned. 6.1.3.2.5. Under such instructions as the Assistant Secretary of Defense for Force Management Policy (ASD(FMP))may prescribe, factual summaries of the information described in subparagraphs 6.1.3.2.1., 6.1.3.2.2. and 6.1.3.2.3., above, may be prepared by personnel designated in writing by the Secretary of the Military Department concerned to facilitate the work of a promotion selection board.

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6.1.3.4. Under regulations to be prescribed by the Secretary of the Military Department concerned, a promotion selection board may be authorized to request during deliberations administrative information to amplify or clarify the official military records, instructions, and information provided to the board. If such request pertains to non-administrative information regarding a particular officer, the rules in subparagraph 6.l.3.2. apply. INSTRUCTIONS CONCERNING COMMUNICATIONS AND INFORMATION E4.1.1. "Each of you (president, members, recorders, and administrative support personnel) is responsible to maintain the integrity and independence of this promotion selection board, and to foster the careful consideration, without prejudice or partiality, of all eligible officers. DoD Instruction 1320.14 provides specific rules governing the conduct of officer promotion selection boards and the actions of promotion selection board personnel. E4.1.2. “You must pay particularly close attention to the rules governing communications with and among other board members, the information authorized to be furnished to you, and the procedures you should follow if you believe that the integrity of this promotion selection board has been improperly affected. E4.1.3. “You may not receive, initiate, or participate in communications or discussions involving information that DoD Instruction 1320.14 precludes from consideration by a promotion selection board. You are to base your recommendations on the material in each officer's military record, any information I have provided to the board in accordance with DoD Instruction 1320.14, and any information about his or her own record communicated to you by individual eligible officers under regulations I have issued. In your deliberations, you may discuss your own personal knowledge and evaluation of the professional qualifications of eligible officers to the extent that such matters are not precluded in law, DoD Instruction1320.14, or Service regulation from consideration by a promotion selection board or inclusion in an officer's military personnel record. You may not discuss or disclose the opinion of any person not a member of the board concerning an officer being considered unless that opinion is contained in material provided to the board under DoD Instruction 1320.14. E4.1.4. “I am the only person who may appear in person to address you on other than administrative matters. All communications with this board, other than those that are clearly administrative, must be in writing, given to each of you, and made part of the board's record. I have designated in

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writing those persons authorized to provide routine administrative information to you. E4.1.5 “Before the report of the promotion selection board is signed, the recommendations may be disclosed only to members of the board, recorders, and those administrative support personnel I have designated in writing. After you sign the board report, only the recommendations of the board may be disclosed. Except as authorized by this Instruction and Section 616(e), 14110, or 14111 of 10 U. S. C. (reference (b)), the proceedings of the board may not be disclosed to any person not a board member or board recorder. E4.1.6. “If at anytime you believe that you cannot in good conscience perform your duties as a member of the board without prejudice or partiality, you have a duty to request relief by me from this duty. I will honor any such request. If you believe that the integrity of the board's proceedings has been affected by improper influence of military or civilian authority, misconduct by the board president or a member, or any other reason, you have a duty to request from me or the Secretary of Defense relief from your obligation not to disclose board proceedings and, upon receiving it, to report the basis for your belief. E4.1.7. "Upon the completion of board deliberations, you shall, as a minimum, certify in your report to me that: E4.1.7.1. “To the best of your knowledge, the board complied with DoD Instruction 1320.14; E4.1.7.2. “That you were not subject to or aware of any censure, reprimand, or admonishment about the recommendations of the board or the exercise of any lawful function within the authorized discretion of the board; E4.1.7.3. “That you were not subject to or aware of any attempt to coerce or influence improperly any action in the formulation of the board's recommendations; E4.1.7.4. “That you were not party to or aware of any attempt at unauthorized communications; E4.1.7.5. “That, to the best of your knowledge, the board reviewed the records of each officer whose name was furnished to the board; and, E4.1.7.6. “That the officers recommended for promotion are, in the opinion of the majority of the members of the board, fully

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qualified and best qualified to meet the needs of the Armed Force concerned among those officers whose names were furnished to the board.”

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RECOMMENDED USMC BRIEFING SEQUENCE

1 Name

2 Zone

3 Brief as a # __

4 Adverse Material? Show Cause?

5 Current Duty Assignment? Since?

6 Current Billet

7 Letter to Board?

8 Primary MOS? Skill Shortage?

9 Photo? Current?

10 Personal Appearance

11 Secondary MOSs

12 Rifle/Pistol/PFT/CFT/MCMAP

13 Language Skill

14 Civilian Education

15 Military Education

16 PME

17 Personal Decorations

18 Joint Duty Billets

19 Acquisition Prof Billets

20 Command Billets

21 Staff Billets

22 Remarks

22a -2ndLt/1stLt Gen Trend

22b -Capt/Maj/LtCol/Col/BGen

22c -General Trends

23 Gen Value to Service

24 Relative Value

25 Reviewing Officer Assessment

26 Recommendation

Updated 1/18/2013 JEG

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Performance Evaluation System

(PES) MCO 1610.7

Headquarters Marine Corps

Manpower Management Records and Performance Branch

Performance Evaluation Section (MMRP-30)

Quantico, Virginia

20160516

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2

Master Brief Sheet PAGE 1 OF 1

CREATED: 15 Apr 2010

NAME MARINE, JOHN S.

GRADE O4

CURRENT DUTY ASSIGNMENT US Central Command

BILLET DESCRIPTION J-3 Future Ops Officer

DCTB 20100302 DD

D

SSN 123456789

TRAINING SUMMARY

RIFLE

PISTOL

PFT

MCMAP

E/40

S/340

A/276

1993

1993

1987

1990

1990

1989

20040915

20091112

20100330

20091218

20080423

Winter Mountain Leader

Summer Mountain Leader

Airborne

Assault Climbers

Infantry Officer (TBS)

Basic School

1990

1986

1982

BA, Biology

Associates Deg

HS

LANGUAGES

French

Spanish

2002

1997

1995

1994

Command & Staff Non-Res

AWS Ph II

AWS Ph I

Warfighting Skills Prog

1994

1990

RANK MAJ

MILITARY OCCUPATIONAL SPECIALTIES

PMOS

AMOS1

AMOS2

AMOS3

Infantry Officer

Communications Officer

0302

0602

LCN 12345678

AMOS4

ACQ

JOINT

BMOS Unrestricted Officer 9910

AWARDS

1 V

1

1

1

BS

MM

NC

NA

DOR 20060501

TIG 3yr. 11mo.

******* PERFORMANCE EVALUATION SUMMARY *******

ADMINISTRATIVE SUMMARY REPORTING SENIOR MARKINGS REVIEWING OFFICER MARKINGS

KEY DATE SUMMARY

DEAF

TIS

PEBD

AFADBD

OSCD

ACC COMM

DOR COMM

DOR LDO

DSG PILOT

DCADB

EAS

19951010

14yr. 11mo.

19960125

19960125

20050919

19960403

199604031

19960125

******* ADMINISTRATIVE INFORMATION (ORIGINATES FROM MCTFS - CONTACT YOUR ADMIN SECTION FOR CORRECTIONS) *******

0/1 0/2 1/3 3/4 2/5 1/6 0/7 0/8

Grade

BMOS Type

OCC From

To

Months

Com

Billet Description

Adv RV at Proc Rs High RS Avg RPT Avg Reports

Per Reporting Senior

Promote

Eval Jud Dec PME Co Ens Set Dev Lea Ini Eff Cou Pro

Cum RV

Reviewing Officer

Obser Concur RPT at High

RO marks - same grade at processing

RO marks - same grade cumulative

Capt

0302 N

GC 20050801

20060501

9 Company Commander

94.60 2.82 2.25 2.53 14 of 17

C LtCol Stickler

Yes

H C B B B C C B C C B B C

96.00

Col Spredlode

Suff Yes 1

Maj

0302 C

CH 20060502

20060801

3 Operations Officer

89.76 3.50 2.93 2.88 8 of 8

C LtCol Smidgen

Yes

H C C H B H C H C C H C C

89.76

Col Spredlode

Suff Yes 1

Maj

0302 C

CH 20060802

20070119

5 Operations Officer

83.70 5.23 4.94 4.69 3 of 5

E LtCol Highmark

Yes

H E E E D D D D E E D E F

81.38

Col Fairmark

Suff No 2

Maj

0302 N

TR 20070120

20070414

3 BN Executive Officer

N/A 2.30 2.30 2.30 1 of 1

B LtCol Solo

Yes

H B C B B C B B C B B C B

N/A

Col Fairmark

Suff Yes 1

0/1 1/2 9/3 12/4 23/5 11/6 1/7 0/8

0/1 1/2 1/3 3/4 3/5 1/6 0/7 0/8

1/1 1/2 2/3 4/4 17/5 12/6 7/7 1/8

0/1 0/2 1/3 3/4 2/5 1/6 0/7 0/8

1/1 1/2 2/3 4/4 17/5 12/6 7/7 1/8

0/1 0/2 1/3 2/4 2/5 2/6 0/7 0/8

0/1 0/2 2/3 7/4 7/5 5/6 2/7 0/8

Maj

9910 N

CH 20070415

20080507

12

X

Commanding Officer

93.68 5.57 5.12 5.21 21 of 21

F Col Inflatorio

Yes

E E D D E E E E F E F F F

93.68

BGen Lowbranch

Suff No 1

1/1 0/2 3/3 3/4 18/5 20/6 12/7 0/8

2/1 0/2 5/3 7/4 24/5 26/6 16/7 1/8

Maj

9910 N

CH 20080508

20090702

14 Commanding Officer

83.87 5.86 5.33 5.14 5 of 8

F Col Eeplus

Yes

E E E E E E E E F E E E E

86.44

BGen Toptree

Suff Yes 1

0/1 1/2 0/3 7/4 38/5 17/6 4/7 0/8

0/1 1/2 0/3 9/4 46/5 19/6 5/7 1/8

Maj

9910 N

TR 20090703

20100301

8

X 83.67 5.00 4.42 3.79 7 of 12

C Col Deesmost

Yes

D D D D D C D D C D D D D

80.00

BGen Panzer

Insuff 1

Command

1st Battalion 2d Marines

1st Battalion 2d Marines

1st Battalion 2d Marines

1st Battalion 2d Marines

MCRS Pittsburg

MCRS Pittsburg

Commanding Officer

MCRS Pittsburg

X

X

CFT

MILITARY CIVILIAN PME

EDUCATION SUMMARY

A/285

GREY

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3

Administrative Summary

ADMINISTRATIVE SUMMARY

Grade

BMOS

From

To

Months OCC

Type Com Adv

Billet Description

Command

Capt

0302 20060501

9 GC

N

Company Commander

1st Battalion 2d Marines

20050801

Maj

0302

3 CH

C

Operations Officer

1st Battalion 2d Marines

20060502

Maj

0302

6 CH

C

Operations Officer

1st Battalion 2d Marines

20060802

Maj

0302

3 TR

N

BN Executive Officer

1st Battalion 2d Marines

20070120

20060801

20070119

20070414

X

X

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4

Master Brief Sheet PAGE 1 OF 1

CREATED: 15 Apr 2010

NAME MARINE, JOHN S.

GRADE O4

CURRENT DUTY ASSIGNMENT US Central Command

BILLET DESCRIPTION J-3 Future Ops Officer

DCTB 20100302

SSN 123456789

TRAINING SUMMARY

RIFLE

PISTOL

PFT

MCMAP

E/40

S/340

A/276

1993

1993

1987

1990

1990

1989

20040915

20091112

20100330

20091218

20080423

Winter Mountain Leader

Summer Mountain Leader

Airborne

Assault Climbers

Infantry Officer (TBS)

Basic School

1990

1986

1982

BA, Biology

Associates Deg

HS

LANGUAGES

French

Spanish

2002

1997

1995

1994

Command & Staff Non-Res

AWS Ph II

AWS Ph I

Warfighting Skills Prog

1994

1990

RANK MAJ

MILITARY OCCUPATIONAL SPECIALTIES

PMOS

AMOS1

AMOS2

AMOS3

Infantry Officer

Communications Officer

0302

0602

LCN 12345678

AMOS4

ACQ

JOINT

BMOS Unrestricted Officer 9910

AWARDS

1 V

1

1

1

BS

MM

NC

NA

DOR 20060501

TIG 3yr. 11mo.

******* PERFORMANCE EVALUATION SUMMARY *******

ADMINISTRATIVE SUMMARY REPORTING SENIOR MARKINGS REVIEWING OFFICER MARKINGS

KEY DATE SUMMARY

DEAF

TIS

PEBD

AFADBD

OSCD

ACC COMM

DOR COMM

DOR LDO

DSG PILOT

DCADB

EAS

19951010

14yr. 11mo.

19960125

19960125

20050919

19960403

199604031

19960125

******* ADMINISTRATIVE INFORMATION (ORIGINATES FROM MCTFS - CONTACT YOUR ADMIN SECTION FOR CORRECTIONS) *******

0/1 0/2 1/3 3/4 2/5 1/6 0/7 0/8

Grade

BMOS Type

OCC From

To

Months

Com

Billet Description

Adv RV at Proc Rs High RS Avg RPT Avg Reports

Per Reporting Senior

Promote

Eval Jud Dec PME Co Ens Set Dev Lea Ini Eff Cou Pro

Cum RV

Reviewing Officer

Obser Concur RPT at High

RO marks - same grade at processing

RO marks - same grade cumulative

Capt

0302 N

GC 20050801

20060501

9 Company Commander

94.60 2.82 2.25 2.53 14 of 17

C LtCol Stickler

Yes

H C B B B C C B C C B B C

96.00

Col Spredlode

Suff Yes 1

Maj

0302 C

CH 20060502

20060801

3 Operations Officer

89.76 3.50 2.93 2.88 8 of 8

C LtCol Smidgen

Yes

H C C H B H C H C C H C C

89.76

Col Spredlode

Suff Yes 1

Maj

0302 C

CH 20060802

20070119

5 Operations Officer

83.70 5.23 4.94 4.69

E LtCol Highmark

Yes

H E E E D D D D E E D E F

81.38

Col Fairmark

Suff No 2

Maj

0302 N

TR 20070120

20070414

3 BN Executive Officer

N/A 2.30 2.30 2.30 1 of 1

B LtCol Solo

Yes

H B C B B C B B C B B C B

N/A

Col Fairmark

Suff Yes 1

0/1 1/2 9/3 12/4 23/5 11/6 1/7 0/8

0/1 1/2 1/3 3/4 3/5 1/6 0/7 0/8

1/1 1/2 2/3 4/4 17/5 12/6 7/7 1/8

0/1 0/2 1/3 3/4 2/5 1/6 0/7 0/8

1/1 1/2 2/3 4/4 17/5 12/6 7/7 1/8

0/1 0/2 1/3 2/4 2/5 2/6 0/7 0/8

0/1 0/2 2/3 7/4 7/5 5/6 2/7 0/8

Maj

9910 N

CH 20070415

20080507

12

X

Commanding Officer

93.68 5.57 5.12 5.21 21 of 21

F Col Inflatorio

Yes

E E D D E E E E F E F F F

93.68

BGen Lowbranch

Suff No 1

1/1 0/2 3/3 3/4 18/5 20/6 12/7 0/8

2/1 0/2 5/3 7/4 24/5 26/6 16/7 1/8

Maj

9910 N

CH 20080508

20090702

14 Commanding Officer

83.87 5.86 5.33 5.14 5 of 8

F Col Eeplus

Yes

E E E E E E E E F E E E E

86.44

BGen Toptree

Suff Yes 1

0/1 1/2 0/3 7/4 38/5 17/6 4/7 0/8

0/1 1/2 0/3 9/4 46/5 19/6 5/7 1/8

Maj

9910 N

TR 20090703

20100301

8

X 83.67 5.00 4.42 3.79 7 of 12

C Col Deesmost

Yes

D D D D D C D D C D D D D

80.00

BGen Panzer

Insuff 1

Command

1st Battalion 2d Marines

1st Battalion 2d Marines

1st Battalion 2d Marines

1st Battalion 2d Marines

MCRS Pittsburg

MCRS Pittsburg

Commanding Officer

MCRS Pittsburg

X

X

CFT

MILITARY CIVILIAN PME

EDUCATION SUMMARY

A/285

GREY

3 of 5

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5

• RV is a numerical representation of how a single fitness

report compares to other reports written by the same RS

on Marines of the same grade

• RV= TOOL that displays RS’s marking philosophy

• RV should be used within the context of all other

information on the report

• RV=Common Language that translates the RS’s

Marking Philosophy (fitrep average ) by grade of Marine

reported on

• RV Levels the playing field among RSs reporting on

Marines of the same grade

What is Relative Value?

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Relative Value Process

Below 90 RV

does NOT mean

Unsatisfactory Performance

6

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• Same profile, but you write 2 more reports with averages below

your RS average, lowering your RS average.

80 100 5.0-3.3=1.7 3.3-1.7=1.6

How FRAs Become Relative Value

7

90

RS Average = 3.3

1.5 2.0 3.0 4.0 4.4 4.6 5.0

• As your RS average decreases, your profile “envelope” expands.

2.8 2.5

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80 100 5.0 - 3.7 = 1.3 3.7 - 1.3 = 2.4

How FRAs Become Relative Value

8

90

RS Average = 3.7

1.5 2.0 3.0 4.0 4.4 4.6 5.0

• As your RS average increases, your profile “envelope” shrinks.

• Same profile, but you write two more reports with averages

above your RS average, raising your RS average.

4.2 4.7

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Relative Value WARNING!!!

The weakest point in our Performance Evaluation System is the RV number

Does not work as a stand alone number

The number assumes that the RS has a good marking philosophy and a senior

profile

If the number is used outside of the context of the ENTIRE report, the

Performance Evaluation System becomes compromised

If the RS and RO do not understand how to use the different sections of the

FITREP to validate misleading portions of the report, the Performance Evaluation

System becomes compromised

90 RV is not the magic #

RV is broken down into thirds (look at the bottom of your MBS)

Upper: 93.34 to 100

Middle: 86.67 to 93.33

Lower: 80.00 to 86.66

9

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10

Master Brief Sheet PAGE 1 OF 1

CREATED: 15 Apr 2010

NAME MARINE, JOHN S.

GRADE O4

CURRENT DUTY ASSIGNMENT US Central Command

BILLET DESCRIPTION J-3 Future Ops Officer

DCTB 20100302

SSN 123456789

TRAINING SUMMARY

RIFLE

PISTOL

PFT

MCMAP

E/40

S/340

A/276

1993

1993

1987

1990

1990

1989

20040915

20091112

20100330

20091218

20080423

Winter Mountain Leader

Summer Mountain Leader

Airborne

Assault Climbers

Infantry Officer (TBS)

Basic School

1990

1986

1982

BA, Biology

Associates Deg

HS

LANGUAGES

French

Spanish

2002

1997

1995

1994

Command & Staff Non-Res

AWS Ph II

AWS Ph I

Warfighting Skills Prog

1994

1990

RANK MAJ

MILITARY OCCUPATIONAL SPECIALTIES

PMOS

AMOS1

AMOS2

AMOS3

Infantry Officer

Communications Officer

0302

0602

LCN 12345678

AMOS4

ACQ

JOINT

BMOS Unrestricted Officer 9910

AWARDS

1 V

1

1

1

BS

MM

NC

NA

DOR 20060501

TIG 3yr. 11mo.

******* PERFORMANCE EVALUATION SUMMARY *******

ADMINISTRATIVE SUMMARY REPORTING SENIOR MARKINGS REVIEWING OFFICER MARKINGS

KEY DATE SUMMARY

DEAF

TIS

PEBD

AFADBD

OSCD

ACC COMM

DOR COMM

DOR LDO

DSG PILOT

DCADB

EAS

19951010

14yr. 11mo.

19960125

19960125

20050919

19960403

199604031

19960125

******* ADMINISTRATIVE INFORMATION (ORIGINATES FROM MCTFS - CONTACT YOUR ADMIN SECTION FOR CORRECTIONS) *******

0/1 0/2 1/3 3/4 2/5 1/6 0/7 0/8

Grade

BMOS Type

OCC From

To

Months

Com

Billet Description

Adv RV at Proc Rs High RS Avg RPT Avg Reports

Per Reporting Senior

Promote

Eval Jud Dec PME Co Ens Set Dev Lea Ini Eff Cou Pro

Cum RV

Reviewing Officer

Obser Concur RPT at High

RO marks - same grade at processing

RO marks - same grade cumulative

Capt

0302 N

GC 20050801

20060501

9 Company Commander

94.60 2.82 2.25 2.53 14 of 17

C LtCol Stickler

Yes

H C B B B C C B C C B B C

96.00

Col Spredlode

Suff Yes 1

Maj

0302 C

CH 20060502

20060801

3 Operations Officer

89.76 3.50 2.93 2.88 8 of 8

C LtCol Smidgen

Yes

H C C H B H C H C C H C C

89.76

Col Spredlode

Suff Yes 1

Maj

0302 C

CH 20060802

20070119

5 Operations Officer

83.70 5.23 4.94 4.69

E LtCol Highmark

Yes

H E E E D D D D E E D E F

81.38

Col Fairmark

Suff No 2

Maj

0302 N

TR 20070120

20070414

3 BN Executive Officer

N/A 2.30 2.30 2.30 1 of 1

B LtCol Solo

Yes

H B C B B C B B C B B C B

N/A

Col Fairmark

Suff Yes 1

0/1 1/2 9/3 12/4 23/5 11/6 1/7 0/8

0/1 1/2 1/3 3/4 3/5 1/6 0/7 0/8

1/1 1/2 2/3 4/4 17/5 12/6 7/7 1/8

0/1 0/2 1/3 3/4 2/5 1/6 0/7 0/8

1/1 1/2 2/3 4/4 17/5 12/6 7/7 1/8

0/1 0/2 1/3 2/4 2/5 2/6 0/7 0/8

0/1 0/2 2/3 7/4 7/5 5/6 2/7 0/8

Maj

9910 N

CH 20070415

20080507

12

X

Commanding Officer

93.68 5.57 5.12 5.21 21 of 21

F Col Inflatorio

Yes

E E D D E E E E F E F F F

93.68

BGen Lowbranch

Suff No 1

1/1 0/2 3/3 3/4 18/5 20/6 12/7 0/8

2/1 0/2 5/3 7/4 24/5 26/6 16/7 1/8

Maj

9910 N

CH 20080508

20090702

14 Commanding Officer

83.87 5.86 5.33 5.14 5 of 8

F Col Eeplus

Yes

E E E E E E E E F E E E E

86.44

BGen Toptree

Suff Yes 1

0/1 1/2 0/3 7/4 38/5 17/6 4/7 0/8

0/1 1/2 0/3 9/4 46/5 19/6 5/7 1/8

Maj

9910 N

TR 20090703

20100301

8

X 83.67 5.00 4.42 3.79 7 of 12

C Col Deesmost

Yes

D D D D D C D D C D D D D

80.00

BGen Panzer

Insuff 1

Command

1st Battalion 2d Marines

1st Battalion 2d Marines

1st Battalion 2d Marines

1st Battalion 2d Marines

MCRS Pittsburg

MCRS Pittsburg

Commanding Officer

MCRS Pittsburg

X

X

CFT

MILITARY CIVILIAN PME

EDUCATION SUMMARY

A/285

GREY

3 of 5

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11

Reporting Senior Markings

REPORTING SENIOR MARKINGS

Reporting Senior

Promote Reports

Per Pro Cou Eff Ini Lea Dev Set Ens Co PME Dec Jud Eval

RPT Avg RS Avg RS High RPT at High RV at Proc Cum RV

LtCol Stickler

Yes 14 of 17

C C B B C C B C C B B B C H

2.53 2.25 2.82 1 94.60 96.00

LtCol Smidgen

Yes

C C C H C C H C H B H C C H

2.88 2.93 3.50 1 89.76 89.76

LtCol Highmark

Yes

E F E D E E D D D D E E E H

4.94 5.23 2 83.70 81.38

LtCol Solo

Yes

B B C B B C B B C B B C B H

2.30 2.30 1 NA NA

8 of 8

3 of 5

1 of 1

4.69

2.30

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12

Reporting Senior Markings (cont)

REPORTING SENIOR MARKINGS

Reporting Senior

Promote Reports

Per Pro Cou Eff Ini Lea Dev Set Ens Co PME Dec Jud Eval

RPT Avg RS Avg RS High RPT at High RV at Proc Cum RV

LtCol Stickler

Yes 14 of 17

C C B B C C B C C B B B C H

2.53 2.25 2.82 1 94.60 96.00

LtCol Smidgen

Yes

C C C H C C H C H B H C C H

2.88 2.93 3.50 1 89.76 89.76

LtCol Highmark

Yes

E F E D E E D D D D E E E H

4.94 5.23 2 83.70 81.38

LtCol Solo

Yes

B B C B B C B B C B B C B H

2.30 2.30 1 NA NA

8 of 8

1 of 1

4.69

2.30

3 of 5

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13

Reporting Senior Markings (cont)

REPORTING SENIOR MARKINGS

Reporting Senior

Promote Reports

Per Pro Cou Eff Ini Lea Dev Set Ens Co PME Dec Jud Eval

RPT Avg RS Avg RS High RPT at High RV at Proc Cum RV

LtCol Stickler

Yes 14 of 17

C C B B C C B C C B B B C H

2.53 2.25 2.82 1 94.60 96.00

LtCol Smidgen

Yes

C C C H C C H C H B H C C H

2.88 2.93 3.50 1 89.76 89.76

LtCol Highmark

Yes

E F E D E E D D D D E E E H

4.94 5.23 2 83.70 81.38

LtCol Solo

Yes

B B C B B C B B C B B C B H

2.30 2.30 1 NA NA

8 of 8

1 of 1

4.69

2.30

3 of 5

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14

Reporting Senior Markings (cont)

REPORTING SENIOR MARKINGS

Reporting Senior

Promote Reports

Per Pro Cou Eff Ini Lea Dev Set Ens Co PME Dec Jud Eval

RPT Avg RS Avg RS High RPT at High RV at Proc Cum RV

LtCol Stickler

Yes 14 of 17

C C B B C C B C C B B B C H

2.53 2.25 2.82 1 94.60 96.00

LtCol Smidgen

Yes

C C C H C C H C H B H C C H

2.88 2.93 3.50 1 89.76 89.76

LtCol Highmark

Yes

E F E D E E D D D D E E E H

4.94 5.23 2 83.70 81.38

LtCol Solo

Yes

B B C B B C B B C B B C B H

2.30 2.30 1 NA NA

8 of 8

1 of 1

4.69

2.30

3 of 5

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15

Master Brief Sheet PAGE 1 OF 1

CREATED: 15 Apr 2010

NAME MARINE, JOHN S.

GRADE O4

CURRENT DUTY ASSIGNMENT US Central Command

BILLET DESCRIPTION J-3 Future Ops Officer

DCTB 20100302

SSN 123456789

TRAINING SUMMARY

RIFLE

PISTOL

PFT

MCMAP

E/40

S/340

A/276

1993

1993

1987

1990

1990

1989

20040915

20091112

20100330

20091218

20080423

Winter Mountain Leader

Summer Mountain Leader

Airborne

Assault Climbers

Infantry Officer (TBS)

Basic School

1990

1986

1982

BA, Biology

Associates Deg

HS

LANGUAGES

French

Spanish

2002

1997

1995

1994

Command & Staff Non-Res

AWS Ph II

AWS Ph I

Warfighting Skills Prog

1994

1990

RANK MAJ

MILITARY OCCUPATIONAL SPECIALTIES

PMOS

AMOS1

AMOS2

AMOS3

Infantry Officer

Communications Officer

0302

0602

LCN 12345678

AMOS4

ACQ

JOINT

BMOS Unrestricted Officer 9910

AWARDS

1 V

1

1

1

BS

MM

NC

NA

DOR 20060501

TIG 3yr. 11mo.

******* PERFORMANCE EVALUATION SUMMARY *******

ADMINISTRATIVE SUMMARY REPORTING SENIOR MARKINGS REVIEWING OFFICER MARKINGS

KEY DATE SUMMARY

DEAF

TIS

PEBD

AFADBD

OSCD

ACC COMM

DOR COMM

DOR LDO

DSG PILOT

DCADB

EAS

19951010

14yr. 11mo.

19960125

19960125

20050919

19960403

199604031

19960125

******* ADMINISTRATIVE INFORMATION (ORIGINATES FROM MCTFS - CONTACT YOUR ADMIN SECTION FOR CORRECTIONS) *******

0/1 0/2 1/3 3/4 2/5 1/6 0/7 0/8

Grade

BMOS Type

OCC From

To

Months

Com

Billet Description

Adv RV at Proc Rs High RS Avg RPT Avg Reports

Per Reporting Senior

Promote

Eval Jud Dec PME Co Ens Set Dev Lea Ini Eff Cou Pro

Cum RV

Reviewing Officer

Obser Concur RPT at High

RO marks - same grade at processing

RO marks - same grade cumulative

Capt

0302 N

GC 20050801

20060501

9 Company Commander

94.60 2.82 2.25 2.53 14 of 17

C LtCol Stickler

Yes

H C B B B C C B C C B B C

96.00

Col Spredlode

Suff Yes 1

Maj

0302 C

CH 20060502

20060801

3 Operations Officer

89.76 3.50 2.93 2.88 8 of 8

C LtCol Smidgen

Yes

H C C H B H C H C C H C C

89.76

Col Spredlode

Suff Yes 1

Maj

0302 C

CH 20060802

20070119

5 Operations Officer

83.70 5.23 4.94 4.69

E LtCol Highmark

Yes

H E E E D D D D E E D E F

81.38

Col Fairmark

Suff No 2

Maj

0302 N

TR 20070120

20070414

3 BN Executive Officer

N/A 2.30 2.30 2.30 1 of 1

B LtCol Solo

Yes

H B C B B C B B C B B C B

N/A

Col Fairmark

Suff Yes 1

0/1 1/2 9/3 12/4 23/5 11/6 1/7 0/8

0/1 1/2 1/3 3/4 3/5 1/6 0/7 0/8

1/1 1/2 2/3 4/4 17/5 12/6 7/7 1/8

0/1 0/2 1/3 3/4 2/5 1/6 0/7 0/8

1/1 1/2 2/3 4/4 17/5 12/6 7/7 1/8

0/1 0/2 1/3 2/4 2/5 2/6 0/7 0/8

0/1 0/2 2/3 7/4 7/5 5/6 2/7 0/8

Maj

9910 N

CH 20070415

20080507

12

X

Commanding Officer

93.68 5.57 5.12 5.21 21 of 21

F Col Inflatorio

Yes

E E D D E E E E F E F F F

93.68

BGen Lowbranch

Suff No 1

1/1 0/2 3/3 3/4 18/5 20/6 12/7 0/8

2/1 0/2 5/3 7/4 24/5 26/6 16/7 1/8

Maj

9910 N

CH 20080508

20090702

14 Commanding Officer

83.87 5.86 5.33 5.14 5 of 8

F Col Eeplus

Yes

E E E E E E E E F E E E E

86.44

BGen Toptree

Suff Yes 1

0/1 1/2 0/3 7/4 38/5 17/6 4/7 0/8

0/1 1/2 0/3 9/4 46/5 19/6 5/7 1/8

Maj

9910 N

TR 20090703

20100301

8

X 83.67 5.00 4.42 3.79 7 of 12

C Col Deesmost

Yes

D D D D D C D D C D D D D

80.00

BGen Panzer

Insuff 1

Command

1st Battalion 2d Marines

1st Battalion 2d Marines

1st Battalion 2d Marines

1st Battalion 2d Marines

MCRS Pittsburg

MCRS Pittsburg

Commanding Officer

MCRS Pittsburg

X

X

CFT

MILITARY CIVILIAN PME

EDUCATION SUMMARY

A/285

GREY

3 of 5

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16

DESCRIPTION COMPARATIVE ASSESSMENT

K. REVIEWING OFFICER COMMENTS

3. COMPARATIVE ASSESSMENT: Provide

a comparative assessment of potential by

placing an "X" in the appropriate box. In

marking the comparison, consider all

Marines of this grade whose professional

abilities are known to you personally.

THE EMINENTLY QUALIFIED MARINE

ONE OF THE FEW EXCEPTIONALLY QUALIFIED

MARINES

ONE OF THE MANY HIGHLY QUALIFIED

PROFESSIONALS WHO FORM THE MAJORITY OF

THIS GRADE

A QUALIFIED MARINE

UNSATISFACTORY

1. OBSERVATION: X Sufficient Insufficient 2. EVALUATION: X Concur Do Not Concur

0

0

1

2

3

1

0

0

NUMBERS INDICATE TOTAL ASSESSMENTS AND HOW MANY TIMES RO HAS MARKED

MARINES OF SAME GRADE ON THAT PORTION OF COMPARATIVE ASSESSMENT TREE.

*NUMBERS ELECTRONICALLY OVERLAID AT

TIME OF PROCESSING (OCT 2001)

*INFORMATION EFFECTIVE AT TIME

PROCESSING AND WILL NOT CHANGE

*INFORMATION WILL SHOW UP ON

OMPF AND DIGITAL BOARDROOM

COPIES OF FITREP

X

Section K: RO’s Comparative Assessment

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17

Reviewing Officer Markings

REVIEWING OFFICER MARKINGS

Reviewing Officer

Obser Concur

RO marks - same grade at processing

RO marks - same grade cumulative

Col Spreadlode (Capt GC)

Suff Yes

0/1 0/2 1/3 3/4 2/5 1/6 0/7 0/8

0/1 1/2 9/3 12/4 23/5 11/6 1/7 0/8

Col Spreadlode (Maj AN)

Suff Yes

0/1 0/2 1/3 2/4 2/5 2/6 0/7 0/8

0/1 0/2 2/3 7/4 7/5 5/6 2/7 0/8

Col Fairmark

Suff No

0/1 0/2 1/3 3/4 2/5 1/6 0/7 0/8

1/1 1/2 2/3 4/4 17/5 12/6 7/7 1/8

Col Fairmark

Suff Yes

0/1 1/2 1/3 3/4 3/5 1/6 0/7 0/8

1/1 1/2 2/3 4/4 17/5 12/6 7/7 1/8

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18

What do the numbers mean?

• Comparative Assessment – RO marks in relation to others of the same Grade:

• Above: how many ranked above you

• With: how many ranked with you

• Below: how many ranked below you

• It is paramount that the content of the entire report be considered, not just the above numbers.

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19

RS/ RO Summary

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TRUMAN

, HARRY

S.

RV SUMMARY

UPPER

MIDDLE

LOWER

N/A

ABOVE

WITH

BELOW

N/A

Cu At

25.0%

37.5%

37.5%

13

At

60.0%

30.0%

10.0%

11

Cu

7.1%

41.6%

51.3%

10

10.0%

32.0%

58.0%

10

COMP ASSESSMT

20

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TRUMAN, HARRY S.

RV SUMMARY

UPPER

MIDDLE

LOWER

N/A

ABOVE

WITH

BELOW

N/A

Cu At

25.0%

37.5%

37.5%

13

At

60.0%

30.0%

10.0%

11

Cu

7.1%

41.6%

51.3%

10

10.0%

32.0%

58.0%

10

COMP ASSESSMT

60.0%

30.0%

10.0%

10.0%

32.0%

58.0%

21

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Pitfalls of relying on the numbers

• The numbers do not show growth in skills or professionalism.

• The numerical calculations contained in the Master Brief Sheet give no

weight to the duration of the reporting period (3 months vs 13 months).

• The numerical calculations contained in the Master Brief Sheet do not

account for the value of key billets.

• The numerical calculations contained in the Master Brief Sheet assume that

the RS and RO marks do not conflict with the Section I/K comments.

• The numbers remove the FITREP from the context in which it was written.

• If the Master Brief Sheet is the 10,000 foot view, these numbers are the

50,000 foot view.

Fitness Reports are the ground truth

22

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Questions?

23

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RELATIVE VALUE

Relative value is an additional element of information to be used in interpreting the fitness report. Relative value should be used in context of all other information on the report, i.e.; Billet Description, Billet Accomplishments, marks in various attributes, narrative comments, who is the Reporting Senior (RS), how long has the Marine been in the job, how much time in grade does the Marine have, how much time is covered by the report, etc. The more data you have, the more meaningful the Relative Value becomes. Relative value is established once a Reporting Senior has written 3 observed reports (not including academic, end of service, or extended) on Marines of the same rank. It may take a long time for some RSs to establish a relative value and some will never establish a relative value for some or all ranks. Relative value is computed with a simple algebraic formula. The 14 attributes on the report are assigned point values from 1 to 7 for marks A to G (H is zero). The points for all the observed areas are added up and divided by the number of observed attributes and results in a number that is used to compute relative value against other reports written by the same RS. The 14 attributes are not weighted, so relative value should be considered in context of the individual marks in the various attributes. Relative Value does not take into account the amount of time covered by the reports. A relative value of 80 to 89.99 means that the report is below the RS’ average. A relative value of 90.00 means that the report is at the RS’ average. A relative value of 90.01 to 100 means that the report is above the RS’ average. The less reports that are used to compute the Relative Value, the more dramatic the spread of the numbers below or above the RS’ average can be. As the number of reports increases, the data becomes more meaningful in terms of how far below or above the RS’ average the fitrep is. There are two relative values on the MBS. One is established at the time the report is processed and will never change. The other is cumulative and can stay the same, go up, or go down as a result of subsequent reports the RS writes. Cumulative relative values will also fluctuate if the RS changes his/her marking habits.

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Above

Zone

In

Zone

Below

Zone

Population by Zone

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• What’s in a case file?

- MBS, OMPF, & any communication from the

Officer (Letter of Rec., photo, etc.)

• Cases assigned randomly

• Typically take 30-60 minutes to prepare

GOAL

1. Select to # Authorized to Select

2. Best & Fully Qualified

3. Majority Vote

BRIEF

/ VOTE

FULL

PREP

IN

OUT

BRIEF

Case Preparation

CASE

PREP

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• Full Prep of In Zone to

establish a baseline &

determine

Competitiveness

• Short Prep of AZ, then

BZ to determine

Competitiveness

relative to IZ

AZ

IZ

BZ

Case Preparation

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• Briefing the Above Zone & Below Zone Population

• Determine “Premier” cases - Short 2-3 minute brief of AZ cases

- 1 “Yes” Vote from any member makes you a “premier” case.

- Must brief all Above Zone

- Brief Below Zone by exception

In/Out Voting

GOAL

1. Select to # Authorized to Select

2. Best & Fully Qualified

3. Majority Vote

BRIEF

/ VOTE

FULL

PREP

IN

OUT

BRIEF

CASE

PREP

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• Remember we did a short Prep of AZ/BZ

cases?

• Time is allotted to ensure Premier Cases

have the same level of preparedness as In

Zone cases

Full Preparation

GOAL

1. Select to # Authorized to Select

2. Best & Fully Qualified

3. Majority Vote

BRIEF

/ VOTE

FULL

PREP

IN

OUT

BRIEF

CASE

PREP

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• Brief 8 to 10 minutes per case

• Vote - Select to # Authorized to Select

- Criteria: “Best & Fully Qualified”

Brief/Vote

GOAL

1. Select to # Authorized to Select

2. Best & Fully Qualified

3. Majority Vote

BRIEF

/ VOTE

FULL

PREP

IN

OUT

BRIEF

CASE

PREP