Introduction to New AF Evaluations

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Introduction to New AF Evaluations
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Overview

• New AF Evaluations
• Key Changes to Evaluations
• Individual Form Details
• Technical Details
• Correcting Evals Before they Become Matter of
  Record
• Processing Evaluations
• Digitally Signed
• Pen and Ink Signed

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New AF Evaluations

• Enlisted Evaluation System
• AF Form 910, AB thru TSgt
• AF Form 911, MSgt thru CMSgt
• AF Form 931, Feedback for AB thru TSgt
• AF Form 932, Feedback for MSgt thru CMSgt
• Officer Evaluation System
• AF Form 707, Lt thru Col
• AF Form 724, Feedback for Lt thru Col

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Key Changes to Evaluations

• Fitness
• Rated as Meets, Does Not Meet, or Exempt
• Meets score of 75 or greater
• Does Not Meet score less than 75
• Referral report requires comment
• Commander can request extension to retest
• Exempt Exempt from ALL four components of the
  test
• Can ONLY comment on fitness
• If ratee DOES NOT MEET fitness standards can
  mention score, behavior, and FIT program progress
• To document actions as physical training leaders
  or unit fitness program managers
• Comment in primary/additional duty area on EPR

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Key Changes to Evaluations

• Digital Signature on evaluations
• Applied using CAC
• Locks comments and ratings of evaluator
• Auto-dates the form on date signed

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Key Changes to Evaluations
Digital Signature
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Key Changes to Evaluations
Digital Signature
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Key Changes to Evaluations
Digital Signature
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Key Changes to Evaluations
Digital Signature
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Key Changes to Evaluations
Digital Signature
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Key Changes to Evaluations

• Digital Signature exceptions
• Use pen and ink signatures and dates
• Referral reports
• Face-to-face notification
• Guarantee due process 10 day window to rebut
• At least one evaluator does not have access to
  CAC
• At least one evaluator does not have access to
  CAC enabled computer
• Correction directed or approved by Evaluation
  Reports Appeals Board or Board for Correction of
  Military Records after evaluators have retired or
  separated

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Key Changes to Evaluations

• Ratee Acknowledgment
• Rater will conduct face to face feedback before
  ratee signs
• If geographically separated, conduct via
  telephone or e-mail
• Evaluation serves as follow-on feedback
• Ratees signature acknowledges
• Feedback was conducted in conjunction with the
  evaluation close out
• Identifying information on the form is accurate
• Ratee can address significant discrepancies and
  administrative errors
• Rater does not have to make requested changes

NOTE The date of the feedback session
conducted in conjunction with the closeout of
the evaluation is not to be used as the date
feedback was last accomplished for the feedback
block (OPR section IV, EPR section V)
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Key Changes to Evaluations

• Ratee Acknowledgment
• Ratee has 3 duty days (30 days for traditional
  AFRES/ANG) to return signed form to rater
• Three options
• Ratee signs evaluation
• Ratee unable to sign examples no access to
  CAC enabled computer, convalescent leave, etc.
• Rater will select this option and sign
• Ratee refuses to sign example ratee does not
  return signed form to rater in three days
• Disagreement between rater and ratee is not cause
  for ratee to refuse to sign
• Rater will select this option and sign
• Digital signature locks entire form

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Individual Form Details

• Enlisted Performance Reports
• AF Form 910, AB through TSgt
• AF Form 911, MSgt through CMSgt

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AF Form 910AB thru TSgt
Front
Back
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AF Form 911MSgt thru CMSgt
Front
Back
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AF Forms 910 and 911

• Block added for Significant Additional Duties
• Key Duties, Tasks and Responsibilities
• Reduced to 4 lines
• Must be in bullet format

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AF Forms 910 and 911

• Performance Assessment
• Broken down into specific standards
• AF Form 910 has 5 standards plus comment area
• AF Form 910 has additional standards listed for
  SSgt and TSgt
• AF Form 911 has 6 standards plus comment area

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AF Forms 910 and 911

• Performance Assessment (continued)
• Ratings Must mark one
• Does Not Meet
• Performs below established standards, requires
  improvement
• Disciplinary action not required, however, makes
  report referral
• Meets
• Meets established standards
• Above Average
• Performs beyond established standards and
  expectations
• Clearly Exceeds
• Performs at a higher level than most of their
  peers, far exceeds standards and expectations,
  unique performer

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AF Forms 910 and 911

• Performance Assessment (continued)
• Comments must be made for each standard
• Must be in bullet format
• White space is allowed
• Bullets can describe an activity/accomplishment/ev
  ent the ratee participated in that demonstrated
  the standard
• Example for Standards, Conduct, Character
• - Maintained composure during IFE quick
  thinking saved the lives of 76 passengers

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AF Forms 910 and 911

• Performance Assessment (continued)
• Other comments
• Promotion and job recommendations
• Safety, security and human relations
• Acronym list in order used, complete title
  followed by acronym, separated by semi-colon
• Example In-flight Emergency (IFE) BPO
  (Business Process Owner)
• Stratification for eligible MSgts and SMSgts

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AF Forms 910 and 911

• Signature block
• No change in format
• Cannot type in date. Either autodate with
  digital signature or handwrite date
• Overall Performance Assessment
• Rater and additional rater indicate overall level
  of performance
• NOT a promotion recommendation
• Point values still used to compute WAPS score

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AF Forms 910 and 911

• Overall Performance Assessment (continued)
• Ratings must mark one prior to signing report
• Poor (1)
• Performs at an unacceptable level
• Disciplinary action is not required
• Makes report referral
• Needs Improvement (2)
• Meets some but not all performance standards
• Disciplinary action is not required
• Makes report referral

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AF Forms 910 and 911

• Overall Performance Assessment (continued)
• Ratings must mark one prior to signing report
• Average (3)
• Meets standards/expectations
• Performs in the median when compared to peers
• Above Average (4)
• Performs beyond established standards and
  expectations
• Performs at higher level than many of their peers
• Truly Among the Best (5)
• Performs at a level above their peer group
• Elite performer who goes above and beyond

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AF Forms 910 and 911

• Feedback
• Records last feedback in the reporting period
• Cannot be the date of feedback acknowledgement
• If feedback was not provided, type N/A and state
  reason
• Rater will not be able to digitally sign form if
  this section is not completed

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AF Forms 910 and 911

• Additional Rater (both) and Reviewer (AF Form 911
  only)
• Comments reduced to three lines each
• Must be in bullet format

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AF Forms 910 and 911

• Functional Examiner/Air Force Advisor
• Previously captured in margin
• Review AFI 36-2406, Chapter 3 for requirements
• Functional exam only required for specific career
  fields acquisition professionals and
  cryptologic officers
• AF Advisor only required when final evaluator is
  not an AF officer or DAF Civilian, for example in
  a joint environment
• Comments can be provided on AF Form 77

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AF Forms 910 and 911

• Unit Commander/Civilian Director
• Mark Concur or Non-concur
• If mark non-concur, must provide comments on AF
  Form 77
• When EPR is digitally signed wet sign, scan,
  attach and forward AF Form 77 with electronic
  evaluation
• If Unit Commander/Civilian Director is a rater on
  the evaluation, must sign in both blocks as
  evaluator and as commander
• Signature block is independent of all others
  allowing for junior ranking commander/director to
  sign prior to more senior additional rater or
  reviewer

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AF Forms 910 and 911

• Ratee Acknowledgment
• Facilitates feedback
• Reduces evaluation appeals based on minor errors
  such as misspellings or forgotten accomplishments

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Individual Form Details

• Officer Performance Report
• AF Form 707, Lt through Col

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AF Form 707
Front
Back
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AF Form 707

• Only one form for all officer grades 2d Lt thru
  Col
• Added space to capture Senior Rater ID
• Duty description
• Reduced to 4 lines
• Must be bullet format
• Can include one line about unit mission if
  necessary to better explain ratees duties

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AF Form 707

• Eliminated Unit Mission Description
• Still required on AF Form 709, Promotion
  Recommendation Form
• Eliminated Impact on Mission Accomplishment
• Performance standards are the same for all grades
• Performance factors summarized on front of form
• Mark Does Not Meet if evaluators comments make
  the report referral, or if a performance factor
  in Section IX on reverse is marked Does Not Meet
  Standards
• Fitness exemption captured on the front of the
  form

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AF Form 7072d Lt thru Col

• Rater Overall Assessment
• Reduced to only 6 lines
• Must be bullet format

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AF Form 7072d Lt thru Col

• Feedback
• Captures last feedback that occurred during the
  rating period
• Must enter either date of last feedback or N/A if
  feedback not required or not provided
• If enter N/A, must state reason
• Rater will not be able to digitally sign form if
  this section is not completed

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AF Form 707

• Signature blocks
• No change in format
• Cannot type in date. Either autodate with
  digital signature or handwrite date
• Additional Rater
• Reduced to 4 lines
• Must be bullet format
• Reviewer
• Cannot comment unless non-concur with ratings, or
  addressing referral comments
• If able to comment, limit to 4 lines in bullet
  format

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AF Form 707

• Functional Examiner / Air Force Advisor
• No change
• Ratee Acknowledgment
• Facilitates feedback
• Reduces evaluation appeals based on minor errors
  such as misspellings or forgotten accomplishments

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AF Form 707

• Performance Factors
• Same for all ranks
• Only mark if officer does not meet the standard

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AF Form 707

• Remarks section
• Use for acronyms
• List acronyms in order used, complete title
  followed by acronym, separated by semi-colon
• Example Flying Hours Program (FHP) Rapid
  Execution and Combat Targeting (REACT) system
  Office of Administrative Review of the Detention
  of Enemy Combatants (OARDEC)
• Do not include common acronyms
• Do not include referral comments

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AF Form 707

• Referral Letter
• Included on back of report

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Individual Form Details

• Performance Feedback
• AF Form 931, AB through TSgt
• AF Form 932, MSgt through CMSgt
• AF Form 724, Lt through Col

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AF Form 931AB thru TSgt
Front
Back
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AF Form 932MSgt thru CMSgt
Front
Back
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AF Form 724Lt thru Col
Front
Back
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AF Forms 931, 932 and 724

• Forms can still be either handwritten or typed
• No digital signature capability
• Eliminated sliding scale
• Supervisor required to give specific indication
  of performance

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AF Forms 931, 932 and 724

• Block to check if initial feedback, no
  performance assessment
• Space to provide feedback on each assessment area
  on front and goals on the reverse
• Assessment areas correlate with evaluation

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Technical Details

• Digital Signature
• Improves processing time, allowing electronic
  flow
• Facilitates processing in a geographically
  separated, and expeditionary Air Force
• Apply with CAC
• Generates date signed
• Mandates compliance with AFI 36-2406 which
  prohibits signing evaluations before the close
  out date, or signing blank forms
• If ratee unable or unwilling to sign, rater makes
  selection from drop down menu and digitally signs
  form

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Technical Details

• Digital Signature
• Independent signatures (no other action required
  to make it available to sign)
• Unit Commander (AF Form 910, AF Form 911)
• Functional Examiner/AF Advisor
• Ratee
• Dependent signatures (requires action or other
  signature to make it available to sign)
• Rater
• Additional Rater
• Reviewer
• Locking data
• Each signature locks the data entered by that
  evaluator
• Ratee signature locks the entire form
• Cannot be removed once applied

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Correcting Reports After They are Signed

• Reports can be corrected prior to them being
  forwarded for filing in the official record at
  AFPC, ARPC, Colonels Group or Chiefs Group
• Once reports are a matter of record, must follow
  procedures in AFI 36-2401, Appealing Officer and
  Enlisted Evaluation Reports
• Digital signatures cannot be removed once applied
• Security feature to prevent unapproved changes
• Ensure report is in final format prior to
  signing report to avoid making corrections
• Comments can be cut or copied from a signed
  evaluation and pasted into a new form if
  corrections must be made after any portion of the
  form is locked

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Processing Digitally Signed Evals

• Standard procedures after ratee signs
• Senior rater makes determination on local routing
  procedures
• Examples e-mail, Share Point, Live Link, etc
• All routing procedures must have necessary
  Privacy Act protections in place
• Ratee returns signed form to rater
• Rater transmits completed eval to CSS who
  completes a quality review, to include content,
  and updates MILPDS
• CSS uploads eval into Case Management System or
  Virtual Personnel Center Guard Reserve and
  forwards to ARPC or AFPC as appropriate
• CMS used for Active Duty, HQ AGRs, IMAs, PIRR,
  and LEAD personnel
• vPC-GR used for All ANG officers/enlisted, unit
  assigned Reserve AGRs, ARTS and Unit Assigned
  Reservists

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Processing Digitally Signed Evals

• Standard procedures after ratee signs (cont)
• AFPC or ARPC performs quality review
• Units will be notified when updated so evals can
  be printed and filed in base level records at the
  MPF
• HHQ offices requiring hard copy forms (i.e.
  MAJCOMS) will be notified either via CMS or
  e-mail when forms are available to print

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Processing Pen Ink Evals (Referral or No CAC)

• Standard procedures after ratee signs
• Ratee returns signed form to rater
• Rater submits completed eval to CSS (clear
  suspense)
• CSS submits eval to MPF (file required local
  copies)
• MPF mails to MAJCOM and to appropriate Air Force
  office as required by AFI 36-2406, Tables 3.5,
  3.6, 3.9 or 3.10
• Appropriate AF office will ensure copy is sent to
  ARMS to be scanned

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Bottomline

• Improves documentation of performance
• Focuses evaluators on specific performance
  factors
• Removes areas of little value
• Ratee Acknowledgement
• Physical Fitness
• Less Cumbersome Process
• Digitial Signature
• Electronic Flow

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Questions?
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Headquarters Air Force Personnel Center