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31 Jul 15

Version 3

EVALUATIONS
Total Force (TF) Personnel Services
Delivery (PSD) GUIDE
The purpose of this TF PSD guide is to assist Regular Air Force
(RegAF), Air National Guard (ANG), Air Force Reserve (AFR)
Airmen, servicing Commander Support Staff (CSS), Military
Personnel Section (MPS) and Force Support Squadron (FSS) in the
Evaluations process.

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TOTAL FORCE EVALUATIONS


Section A:
Introduction
Revision History
Version

Date

31 Jul 15

9 Jul 15

Revision Description

Revised/updated the MILPDS Update Procedures (Update AF Form 911


& 910) on page 87(changes highlighted in yellow).
Revised/updated the Processing Letter of Evaluation section on page
64(changes highlighted in yellow).
Revised/updated General Information on page 33 (changes highlighted in
yellow). No other changes apply.
Revised/updated the MILPDS Update Procedures (Update an AF Form 912)
on page 98 (changes highlighted in yellow). No other changes apply.

13 May 15 Total Force (TF) Personnel Services Delivery (PSD) Guide

1. INTRODUCTION:
a. This Total Force (TF) Personnel Services Delivery (PSD) guide is a single document
containing procedural instructions/information on the Evaluations process. This guide is
intended for individual use by the Target Audience identified below.
b. Evaluations document an individuals performance, promotion, and special duty
assignment considerations. Timely, accurate processing of Enlisted Performance Reports
(EPRs), Officer Performance Reports (OPRs) and Training Reports (TRs) is critical to
ensure personnel managers are provided with current information.
2. OFFICE OF PRIMARY RESPONSIBILITY (OPR):

Air Force Personnel Center, Evaluations (HQ AFPC/DPSIDEP)


Air Force Reserve Command, Force Management (AFRC/A1KP)
Air Reserve Personnel Center, Evaluations Branch (ARPC/DPTSE)
National Guard Bureau, A1P Force Management Policy (NGB/A1P)

3. TARGET AUDIENCE:
Regular Air Force (RegAF) Airmen
Air Force Reserve (AFR) Airmen
Air National Guard (ANG) Airmen
4. REFERENCES/RELATED PROCESSES:
AFPD 36-24, Military Evaluations
AFI 36-2406, Officer and Enlisted Evaluation Systems
AFI 36-2603, Air Force Board for Correction of Military Records
AFI 36-2608, Military Personnel Records Systems
ARC PSDT Guide, Evaluation Report Appeals Board (ERAB)
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NOTES:
1. Additional information is available on the myPers website. To search the myPers knowledge base,
type in Program Name or Acronym into the Search by Keyword tool, and click the Search
button.
2. Each Airman can provide feedback on articles provided in myPers. For recommendations on
improvement, or more information, contact us by clicking the link below in the Footer.

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TAB 1: Air Reserve Component (ARC)


Section B:
General Information
5. GENERAL INFORMATION:
a. The evaluations process has transformed into an online application under the virtual
Personnel Center (vPC) construct. Under this enhanced construct, the Commander Support
Staff (CSS) representative will initiate the evaluations processing by reviewing a notice
provided within vPC on Airmen requiring the completion of an evaluation. After the CSS
representatives/Unit Evaluation Monitors (ANG Only) validation of the applicable evaluation
form, Performance Report (PR) Shell information, they will forward the evaluation
electronically to the rater for action. The rater will verify the request/action, prepare the
evaluation on the attachment applicable form, and coordinate with the applicable coordinators
for review, signatures, and completion.
b. The final document will be submitted to the myPers - TFSC through the vPC evaluations
application for final update action in the Military Personnel Data System (MilPDS) and file in
the Airmans electronic records.
c. The vPC process places the majority of the responsibility to prepare and coordinate the
evaluation on the Rater and reduces or eliminates the Military Personnel Section
(MPS)/CSS/Unit Evaluation Monitors personnel related action(s) after the initial
notification/initiation step.
d. Digital Signatures. Digital signature will be used in the vPC evaluations process, except in
the following cases: a Referral evaluation report, at least one evaluator does not have a
Common Access Card (CAC) or at least one evaluator does not have access to a CAC-enabled
computer. In these cases, the evaluation will be printed out and hand signed (wet signed) with
handwritten dates. Additionally, once a digital signature has been applied, it cannot be deleted.
NOTE: Digital signatures are not authorized for referral evaluation reports.
e. Wet Signatures. An original signature is now referred to as a wet signature (e.g., wet ink),
as opposed to a digital or electronically printed, or dry, signature.
ARC (Air Reserve Component) The Reserve and Air National Guard together form the
ARC. If an evaluation requires wet signatures and dates, it must be endorsed by the CSS or
designated Unit Evaluation Monitor as a Certified True Copy according to AFI 36-2406,
and instructions within this guide, electronically scanned, uploaded, and forwarded via the
vPC Evaluations application to myPers

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f. CSS Technician or Unit Evaluations Monitor (ANG Only). The unit evaluations monitor
will provide assistance to the rater in completing coordination of wet signature evaluation
reports. Wet signature evaluations must be scanned and uploaded by the rater, then forwarded
to the myPers - TFSC through the vPC Evaluations application for processing. Recommended
tips and settings include:
Scan evaluations to a single PDF file (not to exceed 918 KB)
Recommended settings of black and white (no color), medium output quality, and 300
dpi
Always check for legibility illegible evaluations (e.g., poor quality caused by scanning
and/or reprographics) will be returned to the rater
g. Certified True Copy Endorsement. When making a Certified True Copy enter the
statement, Certified True Copy along with the certifying officials grade, name, signature,
duty title, unit and the date on the front left margin of the evaluation and all attached
documents.
h. Attaching AF Form 77, Letter of Evaluation, as a continuation page. Raters who do not
concur with a previous evaluators comments or ratings, or Functional Examiners/Air Force
(AF) Advisors and wish to add comments may submit their comments on an AF Form 77. In
the case where digital signatures are used on the evaluation, the AF Form 77 will be prepared,
signed with a wet signature, scanned, saved in PDF format, and electronically forwarded along
with the electronic evaluation.
i. Time Sensitive EPR/OPRs. If a time sensitive EPR/OPR is required for immediate
update,forward the EPR/OPR via vPC. The rater or designated representative will forward an email with the vPC Evaluation Request Identification (ID) number along with the members name
and closeout date of the EPR/OPR to:

ARC tfsc@mailds01.csd.disa.mil. Do not attach the EPR/OPR to the e-mail

j. EPR/OPRs Missing from Members Records (ARC only). Evaluations (other than current
EPR/OPR) missing from records and being sent for processing to the myPers - TFSC must be
endorsed Certified True Copy by the designated representative before the EPR/OPR can be
added to the record.
k. Referral Evaluation Reports. Refer to AFI 36-2406, Paragraph 1.10.
l. ANG Only. In accordance with (IAW) NGB/A1 policy the FSS/MPS acts only as the
Advisor for the vPC evaluations process. The servicing MPS will NOT process evaluations
on behalf of the rater, coordinators, or ratee. All participants in the vPC evaluation process will
follow NGB/A1 policy as contained within this guide. Deviations from this guide are not
permitted. The servicing ANG FSS/MPS will not circumvent any steps/processes within the
vPC evaluations application.

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NOTE: When necessary, the base role administrator may reassign a role after no action has
been taken on the evaluation after 45 calendar days within vPC evaluation application for
completion of an evaluation when required such as separation, retirement, etc., of the Rater,
Additional Rater, or Commander (Other Coordinators).
TIPS. To provide further assistance on processing an evaluation in vPC Dashboard, we are
providing the following tips:
If the evaluation is incorrect, go to Previous Coordinations section and select the
coordination from the Rater in the first review process to highlight. In the Previous
OPR/EPR Attachment field, the form that is listed will be the initial form without
signatures. You will be able to save this to your desktop, make corrections, and submit it
back to the rater for review/signatures again. Enter applicable remarks in the Your
Coordination section, Coordination Remarks field indicating what changes you made
If an evaluation needs to be submitted to the myPers - TFSC and does not require
coordination, the rater can upload the form to the application and submit it to one individual
coordinator to have them submit it back to them. The rater will then have the Send to
TFSC button available and can submit the request without having to do several
coordination actions for review and signatures
If a form is incorrect and digitally signed, the form does not have to be reaccomplished.
All that needs to take place is go to the Previous Coordination field and for each
coordination when highlighted, the form that was uploaded at that specific time will be in the
Additional Attachments field. The Rater/Coordinator would simply need to highlight the
coordination in which the form had not been signed yet, make changes, save the new
corrected, and send through the coordination process again
m. FOR CSS ONLY Cancel Button Capability:
If the auto notification/information in the vPC Dashboard Worklist tab is incorrect, you
have the option to Cancel the action
Caution should be exercised, the Cancel button should not be used by anyone other
than the Initiator CSS/Monitor, using this button completely cancels out the application,
and access will no longer be available
ANG Only. Even though the link is available to the Rater, a notice is posted in the Job
Aid Evaluations (Rater Roles) the Rater not to use this link
n. ARC PSD Guide Changes:
Procedural Changes: Commander Support Staff (CSS) technician or Unit Evaluation
Monitor (ANG Only) will receive an evaluation notice through vPC Dashboard. This
notice will contain a link within the Worklist tab to a Performance Report (PR) Shell
and the applicable AF Form based on the Airmans grade. The information will be
validated, the applicable rater identified and the evaluation processing request will be
forwarded via the vPC Dashboard
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The servicing Force Support Squadron (FSS)/Military Personnel Section (MPS) will
no longer upload the appropriate AF Form/PR shell into the vPC evaluations application,
and forward to any raters. The responsibility now belongs to the CSS/Unit Evaluation
Monitor (ANG Only)
The rater will select from the Next Coordination dropdown menu Return to
Initiator versus click a single Return to MPF.
All additional coordinators will use the Role selection function in the Next
Coordination section to forward or return an evaluation versus the previous capability of
clicking either Select: Next Rater/Coordinator or Return to: Previous Coordinator.
o. Extensions Requests for Close-Out Dates. The authority to extend a closeout date for
lieutenant colonel and below is retained by: NOTE: With implementation of enlisted Static
closeout dates this will no longer be applicable to enlisted grades.

ANG/MPP for ANG personnel

HQ AFRC/A1 for USAFR unit personnel

HQ AFRC/A1 for IMA(s) and participating individual Reservists

The members assigned headquarters has authority to extend closeout dates for AGR
personnel

HQ AFRC/A1 has authority to extend closeout dates for assigned HQ AGR personnel

The National Guard Bureau General Officer Management Office (NGB-GO) for
non- EAD Air National Guard of the United States (ANGUS) general officers retains
similar authority on the AF Form 78, General Officer Promotion
Recommendation
The Air Force Colonel Matters Office (AFCMO) retains authority on
OPR(s) for colonels
p. Individual Mobilization Augementee (IMA) program. Evaluations will be processed by the IRs
RegAF unit of assignment and endorsed by the RegAF/CC.

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Section C:
Roles and Responsibilities
6. ROLES AND RESPONSIBILITIES:
This section outlines the specific responsibilities for individuals when processing an evaluation
within the vPC Dashboard.
FSS/MPS:
Advise CSS, raters, additional raters, reviewers, commanders, etc., on AFI 36-2406 after they
have exhausted support from the myPers website and the myPers - TFSC
Ensure CSS technicians/Unit Evaluation Monitors, and commanders have an established
myPers account

Maintain HR DSA Administrator within vPC Dashboard

Manage the base-level 3SXXX training program and train assigned CSS, unit designated
evaluations monitor, and Geographically Separated Unit (GSU) personnel on the evaluations
program/process

Interpret guidance pertaining to AFI 36-2406

ANG - Provide training on AFI 36-2406

If a correction is required and based on local policy, the FSS/MPS/CSS will update the correct
information in MilPDS, to produce a new notice within vPC
Provide an evaluations report from vPC to the MPS/CC or Director of Personnel (ANG) for
review of the current status of Wing OPRs/EPRs. An OPR/EPR overdue list will be provided to
the Group/Wing Commander or equivalent for action when requested
Reassign an evaluation within vPC when required due to coordinator unavailability. The role
reassignment can be accomplished after no action has been taken on the evaluation after 30 Days
for RegAF and 45 calendar days ARC within vPC evaluation application
NOTE: ANG Only. IAW NGB/A1 policy, the FSS/MPS acts only as the Advisor for the vPC
evaluations process. The servicing FSS/MPS will NOT process evaluations on behalf of the rater,
coordinators, or ratee. All participants in the vPC evaluation process will follow NGB/A1 policy
as contained in this PSD Processing Guide. Deviations from this guide are not permitted. The
servicing ANG FSS/MPS/CSS/Unit Evaluations Monitor will not circumvent any steps/processes
within the vPC evaluations application.

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CSS/ ANG UNIT DESIGNATED EVALUATIONS MONITOR:


Advertise the evaluations program/process to unit members. Train all assigned personnel who
perform the role of rater, additional rater, and reviewer on the contents of in accordance with AFI
36-2406

Administer the unit evaluations program for the commander

Assist the rater, additional rater, reviewer, ARPC/DPTSE, and the myPers - TFSC in resolving
problems associated with the evaluations program/process
Provide guidance in preparing rebuttal comments when an evaluation is considered a
Referral report. Guidance is outlined in AFI 36-2406, paragraph 1.10.
Produce an evaluations status report generated through the vPC Reports tab and provide it to
the commander for review of current status of unit OPRs/EPRs
Establish procedures for endorsing wet signature EPRs/OPRS as Certified True Copies and
providing a PDF format file for the rater to send to the myPers - TFSC

Maintain wet signature copies of EPRs/OPRs at the unit level

Initiate the evaluation process upon receipt of notice within vPC

Select the rater; the senior rater will forward the applicable form and PR shell each rater
through their vPC account
If the rater identifies errors on the shell, the CSS (if applicable) will correct information in
MilPDS, reorder new shell, and forward new shell to appropriate rater through their vPC account
Ensure efficient and timely completion and delivery by the rater of all evaluations within your
unit to the myPers - TFSC for processing
If the auto evaluation notification/information in the vPC Dashboard Worklist tab is
incorrect, you have the option to Cancel the action. If the designated rater returns an evaluation
with noted errors, they will need to be corrected in Military Personnel Data System (MilPDS),
and then the evaluation action will be returned back to that rater
If the corrections are made in MilPDS and the incorrect rater received the initial evaluation
request, you can use the previous vPC Evaluations application. Access the vPC Dashboard, go to
the Action Requests tab and click the MPS or CSS Initiate Officer or Enlisted Performance
Report link. Inside the application identify the Ratee, provide a Performance Report shell,
then select the rater and submit the action

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COMMANDER:
Review the unit evaluations program and ensure it is being properly administered in
accordance with AFI 36-2406

Ensure assigned members have an established vPC account

Request and review evaluations status report generated through the vPC Reports tab for
current status of all unit OPRs/EPRs
Ensure efficient and timely completion and delivery by the rater of all evaluations under your
command to the myPers - TFSC for processing
ANG Only: IAW NGB/A1 policy the FSS/MPS acts only as the Advisor for the vPC
evaluations process. The servicing MPS will NOT process evaluations on behalf of the rater,
coordinators, or ratee. All participants in the vPC evaluation process will follow NGB/A1 policy
as contained in this evaluation PSD Processing Guide. Deviations from this guide are not
permitted. The servicing ANG MPS/CSS/Unit Evaluations Monitor will not circumvent any
steps/processes within the vPC evaluations application
RATER:
Ensure efficient and timely completion and delivery of all evaluations under you responsibility
to myPers-TFSC for processing

Establish a myPers account

Review evaluation form and shell upon receipt from servicing CSS (Initiator)

Return the form/shell to the servicing CSS (Initiator) if corrections are required for duty data
or rater
Complete draft evaluation outside of vPC on your computer desktop IAW AFI 36-2406,
upload draft, and forward to additional rater (Coordinator) through the vPC Dashboard

For referral evaluation reports, review procedures outlined in AFI 36-2406, paragraph 1.10.

Make changes when requested by the additional rater/reviewer/CC/exec (Coordinators)

Finalize the evaluation; ensuring e-signature is accomplished by each coordinator

Forward the evaluation to the ratee for e-signature and provide feedback. Ensure the
evaluation is returned by ratee within 30 days. Once received with digital signature, forward the
evaluation along with any additional documents (AF Form 77 and/or referral or rebuttal letters
for referral evaluation reports), through vPC to myPers - TFSC
Once a ratee has acknowledged their evaluation and it is sent to the rater, the rater has the
coordination flexibility to forward the evaluation for corrections or signatures to a previous
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coordinator if an error is detected or forward it directly to the myPers TFSC (ARC), MPS for
processing
If ratee refuses or is unable to sign, digitally sign the report and then forward the evaluation,
along with any additional documents (AF Form 77, and/or referral or rebuttal letters for referral
evaluation reports), to the MPS after 30 days has passed form the date the report was forwarded to
the ratee (RegAF), to the myPers - TFSC (ARC)

Suspense a copy of the evaluation and periodically review the status of the evaluation

If the OPR/EPR requires corrections or additional information, the myPers - TFSC will return
the evaluation to the rater via vPC. The rater must open the form, make changes to the evaluation
form, and then to send through coordination for signatures. Finally, ensure all corrective actions
are completed as requested by the myPers - TFSC and resubmit back to the myPers - TFSC
ADDITIONAL RATER REPSONSIBILITIES:

Establish a myPers account

Download the draft evaluation. Review, return to rater for changes, if necessary, or complete
the draft evaluation in accordance with AFI 36-2406. Upload the draft and forward it to next
coordinator through vPC Dashboard
If the draft evaluation is acceptable and includes all required comments, skip download/upload
steps and simply click Copy Previous EPR/OPR without Changes link and forward to the next
coordinator

For referral evaluation reports, review procedures outlined in AFI 36-2406, paragraph 1.10

Provide your digital or wet signature as applicable on the evaluation. Download, e-sign, and
upload the evaluation. Forward to the next coordinator. If unable to digitally sign, provide wet
ink/original signature outside of vPC and return to rater
Ensure efficient and timely completion and delivery by the rater of all evaluations under your
responsibility AFPC/DPSIDE (RegAF) the myPers TFSC (ARC) for processing
COORDINATOR (REVIEWER, COMMANDER, ETC.,):

Establish a myPers account

Download the draft evaluation. Review, return to previous coordinator for changes, if
necessary, or complete the draft evaluation IAW AFI 36-2406. Upload draft, and forward it
through vPC Dashboard to next coordinator or back to the rater if final coordinator in the rating
chain
If the draft evaluation is acceptable and includes all required comments, skip download/upload
steps and simply click Copy Previous EPR/OPR without Changes link and forward to next
coordinator or back to the rater if final coordinator in the rating chain
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For referral evaluation reports, review procedures outlined in AFI 36-2406, paragraph 1.10

Provide your digital or wet signature as applicable on the evaluation. Download, e-sign, and
upload it. Forward to the next coordinator. If unable to digitally sign, provide wet ink/original
signature outside of vPC and return to rater
Ensure efficient and timely completion and delivery by the rater of all evaluation under your
command to the myPers - TFSC (ARC) for processing
RATEE:

Establish a myPers account

Provide input on the evaluation if requested by the rater

Provide your digital signature on the evaluation, acknowledge receipt, and return it to the rater
through vPC Dashboard. If you do not acknowledge receipt or do not take any action with the
evaluation within 30 days from when it was forwarded to you, the system will automatically return
it to the rater
The rater will select Member unable to sign and the rater will digitally sign the evaluation
for you

If unable to digitally sign, the rater will coordinate with you for your wet signature

Ensure efficient and timely completion and delivery by the rater of your evaluation to myPers TFSC for processing
JOINT FORCES HEADQUARTERS (JFHQ) ANG ONLY:

Review the unit evaluations program and ensure it is administered IAW AFI 36-2406

Monitor Evaluations suspense using the Evaluations Report feature under the Reports
tab within the vPC Dashboard
Download a copy of the evaluation from Automated Records Management System (ARMS)
and file it in the State/Territory military record (ANG Only) when the Evaluations report
reflects an EPR/OPR has been completed by the myPers - TFSC
Ensure efficient and timely completion and delivery by the rater of all evaluations to the
myPers - TFSC for processing
MYPERS TFSC (ARPC/DPTSE):
Provide all ARC Airmen with the capability to access information and submit an evaluation
for review, coordination, correction, and processing online 24/7

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Provide on-demand reports for the evaluations process

Provide necessary corrections/training to servicing Personnel System Managers (PSM) for


Roles Assignments (RA)/application reassignments within vPC
Review each evaluation for completeness, accuracy, and authorized statements IAW AFI 362406 (Evaluations will be received as Read-Only reports.)

When applicable, return the evaluation for rater correction with the reason for return

Immediately update MilPDS when the evaluation is finalized and notify and forward to
Automated Records Management System (ARMS)
ANG only. Provide notification to members servicing CSS and JFHQ vPC account to
download ratees finalized evaluation copy from ARMS for placement in the Personnel
Information File (PIF) (if maintained) or State/Territory military record

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Section D:
Evaluations Process
7. PROCEDURES:
This section outlines the specific steps and responsibilities for the ARC evaluations process.
Figure 1. ARC Evaluations Process Flowchart. This flowchart outlines the vPC evaluation
coordination process for ARC Airmen.

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Table 1. ARC Evaluations Processing Step-by-Step. This table provides the detailed steps of the
process.
STEP
1

ACTION
OWNER
---

CSS

NARRATIVE
Start.
Forward evaluation shell to Rater.
1. Each CSS technician or Designated Unit Evaluations
Monitor (ANG Only) will need to log in to vPC Dashboard or
create an account before proceeding to the next step.
2. To begin the application process, go to the myPers home
page at: https://mypers.af.mil.
3. Select the Access the vPC Dashboard link under the I
Would Like To section to begin the process.
4. The CSS technician or Unit Evaluations Monitor (Initiator)
will receive a notice within the vPC Dashboard under the
Worklist tab that a New (Action Request Box - Status
Column) evaluation is due for completion an assigned rater.
5. Make sure the Role Filter reflects Commander Support
Staff (Admin PAS CODE).
6. Under the Worklist tab, the View box must reflect
Assigned to Me (All), in the Type box, select
Evaluation, and the Status must reflect Open.
7. Click the Refresh button to populate any new evaluations
notifications.
8. In the Action Requests section, highlight any name
(individually) that reflects the Status of New, then click
the Open Initiation link. The evaluation application will
open for that member.
9. The CSS technician or Unit Evaluations Monitor (Initiator)
will validate the attached AF Form/Performance Shell (PR)
via the links for accuracy; enter any Remarks in the
remarks section if needed.
10. Select the appropriate rater using the Select account
function, after the raters name appears in the Rater box,
click the Submit, then Yes button, and the evaluation
application will be forwarded to the rater.

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11. The Select Senior Rater entry is not used by the ANG.
This entry is used only by the Regular Air Force (RegAF) as
part of their evaluations application processing.
NOTE: If the rater returns the AF Form/PR Shell for
correction, the Initiator (if applicable) will make applicable
corrections in the Military Personnel Data System (MilPDS). If
the rater has been identified as incorrect, select the applicable
rater using the steps above, and then generate/initiate a new
evaluation notification within in vPC to the new rater.
Cancel Button Capability:
1. If the auto notification/information in the vPC Dashboard
Worklist tab is incorrect, you have the option to Cancel the
action.
2. To cancel an Action Request, click the Cancel button.
Enter a justification on the next screen, and then click the
Submit button. Select Yes to confirm the cancellation.
3. Click the Refresh button and the Evaluation will no
longer be reflected in the Action Requests tab.
CAUTION: The Cancel button should not be used by
anyone other than the Initiator CSS/Monitor, using this
button completely cancels out the application, and access will
no longer be available. Even though the link is available to the
Rater, a notice is posted in the ANG Job Aid Evaluations
(Rater Roles) the rater not to use this link.
Cancel Button, New Initiation or Directed by
Evaluation:
1. If the evaluation request is cancelled, any or all errors to that
members computer records must be updated in the Military
Personnel Data System (MilPDS) before another evaluation
request is re-initiated to the appropriate rater.
2. Once MilPDS is updated or if a Directed by evaluation is
required, the CSS must use the previous evaluations vPC
application for this process.
3. Access the vPC Dashboard, go to the Action Requests tab
and click the MPS or CSS Initiate Officer or Enlisted
Performance Report link. Inside the application identify the
Ratee, provide a Performance Report shell, then select the
rater and submit the action.

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Send to TFSC link:


1. The Send to TFSC link is available only to the rater.
2. If an evaluation needs to be submitted directly to the myPers
TFSC (does not require additional coordination) the Send to
TFSC link can be used; the rater can upload the form into the
application, submit it to only one coordinator, and have them
submit it back to them.
CAUTION: This method is by exception ONLY and is NOT
used for each report. If an exception is necessary, first contact
the myPers TFSC listed provided at the bottom of this Job
Aid for approval. When the link is clicked the following box
will appear requiring mandatory entry/reason why this method
was used. Once the OK button is clicked, the evaluation will
be forwarded directly to the myPers TFSC for processing.
3

Rater

Make decision. Is Ratee Information, AF Form/


Performance Report (PR) shell correct?
1. The rater will need to log in to the vPC Dashboard using the
myPers website at: https://mypers.af.mil.
2. Inside the myPers website, select the Access the vPC
Dashboard link under the I Would Like To section of the
home page.
3. Click on the Worklist tab.
4. The Worklist tab will display a list of items for your
coordination. To view all actions requiring your coordination,
make sure under Action Requests, the View reflects
Assigned to me (All), then Type select Evaluation, and
then Status select Open from the dropdown menus.
Finally, click the Refresh button. All evaluations requiring
your action will populate.
5. Click on the individuals name whose evaluation you want to
take action/coordinate on (highlighted), and click on Open
Coordination.
6. If the form is incorrect, place information concerning the
error(s) in the Remarks box, then under Next Coordination
from the dropdown menu.
7. Select Return to Initiator and click the Submit button.
Upon receipt of a new AF Form/PR shell, continue the process.

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CSS

Make correction(s) in MilPDS. New evaluation notification


should be generated notification/order new evaluation shell.
The CSS (if applicable) will have two options:
1. If close-out date less than 120 days out, use the current
MPS or CSS Initiate Officer or Enlisted Performance
Report application on the Action Requests tab. After
corrections are updated in MilPDS, generate a new evaluation
notification in vPC. Go back to Step 2.
2. If close-out date more than 120 days out, wait for the new
auto notification will produce. After a new auto notification is
generated, initiate the new evaluation notification in vPC. Go
back to Step 2.
NOTE: It is important to keep in mind that 120 rule when
determining what action to take because you could end up with
two evaluation actionsone you started manually and one
from another automatic notification that produces.

Rater

Prepare draft evaluation/Forward to next Coordinator:


1. Access the vPC Dashboard under the I Would Like To
section on the myPers home page at https://mypers.af.mil.
2. Click on the Worklist tab.
3. The Worklist tab will display a list of items for your
coordination. To view all actions requiring your coordination,
make sure under Action Requests, the View reflects
Assigned to me (All), then Type select Evaluation, and
then Status select Open from the dropdown menus.
Finally, click the Refresh button. All evaluations requiring
your action will populate.
4. Click on the individuals name whose evaluation you want to
take action/coordinate on (highlighted), and click on Open
Coordination.
CAUTION: If an evaluation needs to be submitted directly to
the myPers TFSC (does not require coordination) using the
Send to TFSC link; the rater can upload the form into the
application, submit it to only one coordinator, and have them
submit it back to them.

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5. This method is by exception ONLY and is NOT used for


each report. If an exception is necessary, first contact the
myPers TFSC listed provided at the bottom of this Job Aid
for approval. When the link is clicked the following box will
appear requiring mandatory entry/reason why this method was
used.
Once the OK button is clicked, the evaluation will be
forwarded directly to the myPers TFSC for processing.
The Cancel button should not be used by anyone other than
the Initiator CSS/Monitor, using this button completely
cancels out the application, and access will no longer be
available.
7. Once the evaluation application is open, you must verify the
information on the ratee. To accomplish this, proceed to the
Your Coordination section.
8. In the Updated OPR/EPR Attachment screen, within the
Your Coordination, highlight and double-click on the File
Name link to view the ratees evaluation information.
9. After clicking on the OPR/EPR form (file) link in the
Your Coordination section, the correct evaluation form
should/will populate based on the ratees rank, review the AF
Form.
NOTE: The OPR/EPR form link provides a link to the
applicable blank form provided a new form needs to be
substituted for the pre-populated form in the file.
10. If the form is incorrect, see Step 3.
11. If every entry is correct, proceed in completing your initial
draft of the applicable evaluation in accordance with AFI 362406. Download the AF Form to your desktop, complete your
draft entries.
12. After completing the draft, use spell check to audit your
entries. Next, save the form to your hard, or shared drive using
the standard file naming convention may be used on all
evaluations:
Form name-last name-first initial-last four of SSN-closeout
date.XFDL (no spaces/all caps)
EXAMPLE: AF911PAGMT6789080627.XFDL

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13. Once you have completed the draft evaluation, upload


the draft form (should already be saved to your system
browse to find the specific file and attach the document) to
the Updated OPR/EPR Attachment area by clicking on
the Add button. The Delete button will remove the
entire form.
The Display button will show the current/attached
evaluation.
Upload Draft Evaluation:
1. On the coordination screen, in the Your Coordination
section, locate the Updated OPR/EPR Attachment box.
2. Click on Add to upload the draft form (should already be
saved to your system browse to find the specific file and
attach the document) to the Updated OPR/EPR Attachment
area by clicking on the Add button.
3. A pop up block will appear. Browse and locate your file.
4. Click OK to add your draft. Ensure draft evaluation
appears in the Updated OPR/EPR Attachment box.
5. Click OK to add your draft. Ensure draft evaluation
appears in the Updated OPR/EPR Attachment box.
Upload Supporting Documentation:
1. In the Additional Attachments section, you have the
ability to add additional documentation to support this
evaluation.
EXAMPLES: AF Form 77, Letter of Evaluation, Referral
Letter, or Rebuttal Letter.
2. Select a row in the attachment table to add your document in
that chosen row.
3. You can only upload one document at a time and these
attachments will be visible to all coordinators.
4. Ensure any supporting source documents that should
accompany the evaluation have been uploaded and are
displayed in the Additional Attachments block.
5. If at any time during the application process, you need
assistance simply click the Instructions link at the upper right
of the application page.
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Additional Guidance:
1. If you would like to keep a summary of coordination status or
actions within the evaluations application, you can do so by
requesting an Evaluation Summary Report at the upper right
of the application.
2. Include coordinator remarks (manually type them in the
Remarks box) and use Search to select an individual
with a vPC account, or use the role dropdown menu to
select an Individual with an assigned role.
Forward draft to Next Coordinator:
NOTE: Each coordinator will be identified by either role,
individual account, and/or role/rank, and name. This will
depend upon your choice from the dropdown menu.
1. In the Your Coordination section in the Coordinator
Remarks box, manually enter appropriate comments.
2. Choose a role or individual to receive the draft evaluation
and/or attachments for coordination, under Next
Coordination from the dropdown menu, select the applicable
Role and click the Submit button. If the coordinator is an
individual, such as the additional rater, reviewer, Functional
Examiner/AF Advisor, select Individual myPERS Account
from the role menu and press the search button to select the
individual account. When assigning by role, it is not necessary
to search for an individual as the system will automatically
route to the appropriate person(s).
3. Read and follow the instructions when Searching for an
individual within vPC for the next rater/coordinator using the
Individual search box.
4. If you select the role of Additional Rater you will need to
use the Individual search function to manually assign these
roles. All other roles are automatically identified through the
Military Personnel Data System (MilPDS). This same process
will apply to the Ratee.
5. After clicking the Submit button you will receive a popup notifying you that the coordination request will be
submitted. Click Yes.

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6. After receipt of final coordination/CAC signature, the rater


will open coordination and check the evaluation form and
verify all signatures have been collected and that the form is in
order.
7. Select Copy previous OPR/EPR without changes and
forward it to the ratee for the final signature.
8. For Ratee, select Ratee from the Role dropdown menu,
search for the ratees name, highlight the name, click Select,
and finally click the Submit button.
9. A message will explain that the next coordinator has
been notified and a summary report with an Evaluation
Request ID (EVR) number will be available for you to
save.
NOTE: If at any point during the coordination process the
evaluation cannot be electronically signed, the evaluation
must be printed and signed with a wet ink signature. Once
you have obtained all wet signatures on the evaluation, have
the evaluation marked as a Certified True Copy by the
CSS/unit evaluation monitor, scan, upload, and submit it to
the myPers - TFSC using the evaluations application as the
final coordination.
6

Coordinator
(Additional Rater,
Reviewer, CC,
Exec, etc.)

Review, provide input on the draft, replace version as


necessary.
1. Make changes, if necessary, and replace the evaluation
version on vPC. This is a recurring step for all additional raters,
reviewers, etc., up to and including the final reviewer. Once all
revisions have been made, the evaluation is returned to the rater.
NOTE: Prior to forwarding to the evaluation to the next
coordinator, a spell check feature has been added to assist each
coordinator in a quality review of the initial draft.
2. Additional raters, reviewers, CCs, exec, etc., (Coordinators)
process steps:
a. Inside the myPers website, click on the Access the vPC
Dashboard link under the I Would Like To section.
b. Click on the Worklist tab and change Action Requests
- View to Assigned to Me/Viewable by Me. Change to
All, and change Type to Evaluation, click Refresh to
begin the coordination process on an evaluation.

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c. The coordinator will be notified of pending action through


the Dashboard. Click on the entry to highlight it and click on
Open Coordination to begin coordination.
d. There will be members whose primary duty will be to act
as quality control and to guard against inaccuracy and
exaggeration. These coordinators can go over any can go
over any previous coordination by clicking on and
highlighting an entry.
e. Only one previous coordination may be viewed at a
time. Select the most recent coordination and click on
the Display button to view the most current AF Form.
f. If there are changes to be made or recommendations to
improve the evaluation, type those comments in the
Coordinator Remarks box in the Your Coordination
section or use the dropdown menu to select from a set of
prepared statements. You as a coordinator can make changes
to the evaluation and simply upload the revised evaluation to
the Your Coordination section and add the revised
evaluation in to the Updated OPR/EPR Attachment box.
g. If the changes need to be made before further
coordination can be continued, the current coordinator should
select in the Next Coordination section the next
coordinator from the dropdown menu, or Individual
myPERS Account, and click Submit. If the evaluation
needs to be returned to the previous coordinator, select the
role in the dropdown menu.
h. If no revisions are required, then click the Copy
previous OPR/EPR without Changes link under the
Updated OPR/EPR Attachment box to place the current
draft copy of the evaluation in this area for the Next
Coordinator.
i. If the changes are not required in order to continue
coordination, but can be incorporated at a later time, the
current coordinator should select in the Next Coordination
section the next coordinator from the dropdown menu, or
Individual myPERS Account, and click Submit to
forward comments and form to the next coordinator in the
process.

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3. Additional Attachments:
Use the Additional Attachment section at the bottom of the
application to add any documents related to this evaluation
(Referral Letter, Rebuttal Letter, and AF Form 77).
a. Select a row in the attachment table to add an attachment
in that row. These attachments will be visible to all
coordinators.
b. Once the evaluation is reviewed, it may be sent to the next
rater (additional rater, reviewer, etc., coordinator).
c. Use the dropdown menu to select a specific Role (unit
CC, Air Force Advisor) or search for an individual within
vPC.
d. Forward to the next coordinator by clicking the Submit
button. A message will indicate that the next coordinator has
been notified and there will be an option to view the
summary report.
NOTE: If at any point during the coordination process the
evaluation cannot be electronically signed, the evaluation
must be printed and signed with a wet ink signature. Once
you have obtained all wet signatures on the evaluation, have
the evaluation marked as a Certified True Copy by the
CSS/unit evaluation monitor, scan, upload, and submit it to
the myPers - TFSC using the evaluations application as the
final coordinator.
7

Rater

E-sign, and forward to next signee (Coordinator).


1. When the evaluation is ready for signatures, the rater will
open coordination and can review any previous coordination by
clicking on and highlighting the entry. Only one previous
coordination may be viewed at a time. Select the most recent
coordination (the final draft) and click on the Display button
to view the form.
2. The coordination process outlined in Steps 5 and 6 will
apply to the CAC signature.
3. Validate, and then digitally sign the form by clicking on the
signature block. If you are unable to use e-signature, you will
have to use a wet ink signature.

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a. Digital signatures must be used for all evaluators and


reviewers. Once a digital signature has been applied, it
cannot be deleted.
b. If one evaluator or reviewer is unable to access the digital
signature all evaluators and reviewers must wet sign and date
the evaluation.
c. Forms must be digitally signed with a CAC. In the few
instances where CACs or CAC-reader access is not available,
a wet ink signature will be required.
d. If an evaluation is a referral, wet ink signatures and
handwritten dates on the hard copy of the evaluation will be
required.
e. If the evaluation has a wet ink signature or is a
reproduced evaluation, the EPR/OPR must be Certified
True Copy IAW AFI 36-2406, and forwarded via vPC in a
PDF format to myPers-TFSC.
f. Certified true copies must be certified by the CSS or unit
evaluations monitor.
3. To digitally sign the evaluations form. The following pop-ups
will appear, follow this process to digitally sign the evaluation:
a. Digital Signature Viewer - Select Sign.
b. Select Your Signature Identity. Select your name from
the list and click OK.
c. Digital Signature Viewer. Select OK to use a valid esignature. The electronic signature and date will now be
identified. Save the form to your desktop.
d. Upload the signed form
e. Browse to find the specific file and attach the document to
the Additional Attachment area.
f. Click on the Add button.
g. Enter remarks in the Coordinator Remarks box by
typing them in manually or using the canned statements that
are available in the dropdown menu.

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h. The rater will use the Role dropdown menu or select the
next coordinator (additional rater, reviewer, etc.) from the
Search entry selection box to sign the final draft AF Form.
i. Click the Submit button. A message will indicate that
the next coordinator has been notified and there will be an
option to view the summary report.
j. The rater will ensure all signatures are collected before the
evaluation is finally returned. The rater will collect the
ratees signature.
4. The rater opens coordination. Check the form file and verify
all signatures have been collected and that the form is in order.
5. Select Copy previous OPR/EPR without changes and
forward it to the ratee for the final signature.
6. Select Ratee from the Role dropdown and click Submit.

Coordinator
(Additional Rater,
Reviewer, CC,
Exec, etc.,)

7. Set up a feedback session with the ratee and review the


evaluation.
Make decision, is the evaluation get signed? If No, return to
Steps 5/6. Local policy will determine where evaluation will
be forwarded. If Yes, e-sign and forward to the rater; go to
Step 9.
NOTE: Signatures may not be added to the final draft until
after the closeout date.
1. When the evaluation is ready for signatures the additional
rater, reviewer, CC, exec, ratee, etc., will open coordination
and can review any previous coordination by clicking on and
highlighting the entry within the Previous Coordinations
section.
2. Only one previous coordination may be viewed at a time.
Select the most recent coordination (the final draft) and click
on the Display button to view the form.
3. Review the evaluation form before signing. Digitally sign
the form by clicking on the signature block.

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4. If you are unable to use e-signature, you will have to use a


wet ink signature.
a. Digital signatures must be used for all evaluators and
reviewers. Once a digital signature has been applied, it
cannot be deleted.
b. If one evaluator or reviewer is unable to access a digital
signature, all evaluators and reviewers must wet sign and
date the evaluation.
c. Forms must be digitally signed with a CAC. In the few
instances where CACs or CAC-reader access is not
available, a wet ink signature will be required.
d. If an evaluation is a referral, wet ink signatures and
handwritten date on the hard copy of the evaluation will be
required.
5. The following pop-ups will appear; follow this process to
digitally sign the AF Form:
a. Digital Signature Viewer - Select Sign.
b. Select Your Signature Identity. Select your name from
the list, and click OK.
c. Digital Signature Viewer - Select OK to use valid esignature. The electronic signature and date will now be
identified saving the form to your desktop.
d. Digital Signature Viewer. Select OK to use a valid
e-signature. The electronic signature and date will now
be identified. Save the form.
e. Upload the signed evaluation form your desktop
Browse to find the specific file and attach the document to
the Additional Attachment area.
f. Click on the Add button. Enter remarks in the
Coordinator Remarks box by typing them in
manually or using the canned statements that are
available in the dropdown menu.
g. The final approval authority now uses the dropdown
menu and selects the Rater as the next coordinator. The
rater will collect the final signature of the ratee on the
evaluation form.
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h. Click the Submit button, and a message will indicate


that the next coordinator has been notified and there will be
an option to view the summary report.
i. If an evaluation is pending coordination action and 30
days or more has elapsed, an automated notification will be
sent to the rater.
9

Rater

Forward evaluation to Ratee for e-signature. Does member


refuse or is unable to digitally sign (go to Step 11)?
1. The rater will open coordination and check the evaluation
form and verify all signatures have been collected and that the
form is in order.
2. Select Copy previous OPR/EPR without changes and
forward it to the ratee for the final signature.
3. Select Ratee from the Role dropdown menu and click
Submit. Set up a feedback session with the ratee and review
the evaluation.
NOTE: No signature may be added to the final draft until
after the closeout date.

10

Coordinator
(Additional Rater,
Reviewer, CC,
Exec, etc.,)

Ratee opens coordination to refuse to sign, or acknowledge


and digitally sign, request time with rater for wet signature.
1. Ratee accesses the vPC Dashboard from the myPers website
at https://myPers.af.mil.
2. Select the most recent coordination (the final draft) and click
on the Display button to view the evaluation. Review the
evaluation with the rater and participate in feedback session.
3. Digitally sign the form by clicking on the signature block.
If you are unable to use e-signature, you will have to use a
wet ink signature. The electronic signature and date will
now be identified. Save the evaluation form to your desktop.
4. If e-signature is not available, follow locally developed
guidelines for a wet ink signature collection. Repeated
scanning of the document would degrade its quality, so hand
carrying the original to each member for signing or
establishing a centralized signature collection point is advised.

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5. Upload the Evaluation Form. Browse your desktop to find


the specific file and attach the document to the Updated
OPR/EPR Attachment area in the Current Coordination
section by clicking on the Add button. Then enter remarks
in the Coordinator Remarks box using canned statements
from the dropdown menu.
6. When the final evaluation is completed, the ratee will
choose one of the following options:
a. Acknowledge receipt and digitally sign the
OPR/EPR. The evaluation will automatically be
forwarded back to rater for submission to the myPers TFSC for processing.
b. Wet Signature. If required, acknowledge receipt
in the application and go see your rater for a wet ink
signature.
c. Refuse to sign and acknowledge. The evaluation will
automatically be forwarded back to the rater for
submission to the myPers - TFSC for processing.
NOTE: If the ratee does not take any action within 30
calendar days, the evaluation will be automatically sent to the
rater.
11

Rater

E-sign for Ratee. Refuse or Digital Signature applied?


1. The rater will select, Member declines to sign, and will
sign the evaluation if the ratee refuses to sign it. The rater
will then forward the evaluation to the myPers - TFSC by
selecting the Submit button.
2. If the ratee does not acknowledge receipt or does not take
any action with the evaluation within 30 days from when it
was forwarded to the ratee, the system will automatically
return it back to the rater. The rater will need to select
Member unable to sign and digitally sign the evaluation.
They will then submit it to the myPers - TFSC.
3. Once a ratee has acknowledged evaluation report and it
has been sent to the rater, the rater has the coordination
flexibility to forward it for corrections or signatures to a
previous coordinator if an error is detected or forward
directly to the myPers - TFSC for processing.

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NOTES:
1. For digitally signed evaluations - Attach EPR/OPR and
other supporting documents (AF Form 77, Referral/Rebuttal
Letter if applicable) to vPC Dashboard.
2. For Wet ink signature EPR/OPR - Ensure the
evaluation has been Certified by your CSS or unit
evaluations monitor, scanned into a PDF format prior to
attaching and submitting it to the myPers - TFSC through
the vPC evaluations application.
3. Suspense evaluations until you receive notification
through e-mail from the myPers - TFSC that the evaluation
was approved, updated in MilPDS, and forwarded to ARMS
for filing.

4. A request in the vPC application will not proceed without


an attachment. The user will receive an on-screen
message advising them that an evaluation must be attached
in order to submit through vPC Dashboard.
Evaluations Returned from myPers - TFSC for Correction:
1. If the OPR/EPR requires information, the myPers - TFSC
will return the evaluation to the rater via vPC.
2. The rater will be notified by the myPers - TFSC by e-mail
when an evaluation is returned for correction. See below for a
view of the coordination within the vPC application.
3. In the vPC Dashboard, open the Worklist tab to locate a
returned evaluation. Click on Open Coordination link and
locate the evaluation in the Previous Coordinations area.
4. Review the Previous Coordinators comments to
determine which steps to take to proceed. The comments from
the Previous Coordinators will be contained on the Previous
Coordinations section.
5. The rater must open the form and make changes to the AF
Form to send through coordination and signatures.
12

myPers TFSC
(ARPC/DPTSE)

13

myPers TFSC
(ARPC/DPTSE)

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Receives final evaluation. ARPC/DPTSE via myPersTFSC receives the final evaluation through the vPC
application by selecting the Send to TFSC.
Quality Checks (QCs) the evaluation. Perform quality review
of evaluation.
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14

myPers TFSC
(ARPC/DPTSE)

Make decision. Does the evaluation require correction per


AFI 36-2406? If Yes, it will be returned to the rater. If No,
the myPers - TFSC updates MilPDS and confirms status in vPC.

15

myPers TFSC
(ARPC/DPTSE)

Batch updates MilPDS, and confirms status in vPC.

16

myPers TFSC
(ARPC/DPTSE)
myPers TFSC
(ARPC/DPTSE)

Forward final evaluation to ARMS.

17

Status updated in RNT, and notification sent out to CSS/Rater.


Update status of the evaluation to Completed in vPC and send
e-mail notifications to the rater, CSS//Unit Evaluations Monitor,
and FSS/MPS/JFHQ (ANG Only).
The JFHQ downloads a copy from ARMS for filing in
members state/territory records (ANG only). The CSS may
file a hard copy in unit PIF (if maintained).

18

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TAB 2: Regular Air Force (RegAF)


Section E:
General Information
8. GENERAL INFORMATION:
a. The office of primary responsibility is Headquarters Air Force Personnel Center Evaluations
Branch (HQ AFPC/DPSIDEP). The evaluations process has transformed into an online
application under the virtual Personnel Center (vPC) construct. Under this enhanced construct,
the Commander Support Staff (CSS) representative will initiate the evaluations processing by
reviewing a notice provided within vPC on Airmen requiring the completion of an evaluation.
After the CSS representatives validation of the applicable evaluation form, Performance Report
(PR) Shell information, they will forward the evaluation electronically to the rater for action.
The rater will verify the request/action, prepare the evaluation on the attached applicable form,
and coordinate with the applicable coordinators for review, signatures, and completion.
b. The final document will be submitted to the local Military Personnel Section (MPS)/CSS
(when applicable) through the vPC evaluations application for final update action in the
Military Personnel Data System (MilPDS) and file in the Airmans electronic records.
c. The vPC process places the majority of the responsibility to prepare and coordinate the
evaluation on the Rater.
d. Signatures. Digital and wet signature evaluations will be processed through vPC with the
exception of Deployed CC LOEs as well as AF Form 912 Evaluations. For these evaluations,
they will continue to be processed through the Case Management System (CMS).
e. CSS Technician. The CSS Technician will provide assistance to the rater in completing
coordination of all evaluation reports.
f. Certified True Copy Endorsement. Certified True Copy endorsements are no longer required for
processing evaluations through vPC.
g. The evaluator who non-concurs with the evaluation will only attach an AF Form 77, Letter
of Evaluation, as a continuation page, if more space is required to explain the disagreement.
Raters who do not concur with a previous evaluators comments or ratings, or Functional
Examiners/Air Force (AF) Advisors and wish to add comments may submit their comments on
an AF Form 77. In the case where digital signatures are used on the evaluation, and an AF
Form 77 (supplemental sheet) is required, the AF Fm 77 will be prepared, signed with a wet
signature, scanned, saved in PDF format, and electronically forwarded along with the electronic
evaluation.

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h. Time Sensitive EPR/OPRs. If a time sensitive EPR/OPR is required for immediate update,
forward the EPR/OPR via vPC (when report is digitally signed). The rater or designated
representative will forward an e-mail with the vPC Evaluation Request Identification (ID)
number along with the members name and closeout date of the EPR/OPR to the HQ AFPC at
evalpolicy@randolph.af.mil. Do not attach the EPR/OPR to the e-mail. NOTE: If wet
signed, mail the evaluations to AFPC/DPSIDEP.

i. EPR/OPRs Missing from Members Records. Evaluations (other than current EPR/OPR)
missing from records and being sent for processing to the HQ AFPC/DPSIDEP must be
endorsed Certified True Copy by the designated representative before the EPR/OPR can be
added to the record. NOTE: This will serve as validation from the MPS/CSS that the copy is
of the original evaluation.
j. Referral Evaluation. Referral evaluations will be processed through vPC for the enlisted
ranks of AB-SMSgt. NOTE: CMSgt Referral Evaluations will be mailed to the address listed
below for further processing and inclusion into the members electronic record.
HQ AFPC/DPSIDEP
550 C Street West, Suite 7
Randolph AFB TX 78150
NOTE: When necessary the servicing Human Resources Distributed Systems Administrator or
MPS/CSS may reassign a role after no action has been taken on the evaluation after 30 calendar
days within vPC evaluation application for completion of an evaluation when required such as
separation, retirement, etc., of the Rater, Additional Rater, or Commander (Other Coordinators).
TIPS. To provide further assistance on processing an evaluation in vPC Dashboard, the
following tips are provided:
If the evaluation is incorrect, go to Previous Coordinations section and select the
coordination from the Rater in the first review process to highlight. In the Previous
OPR/EPR Attachment field, the form that is listed will be the initial form without
signatures. You will be able to save this to your desktop, make corrections, and submit it back
to the Rater for review/signatures again. Enter applicable remarks in the Current
Coordination section, Coordination Remarks field indicating what changes you made
If an evaluation needs to be submitted to the MPS and does not require coordination, the
rater can upload the form to the application once all signature requirements have been met.
Upon completion, the Rater will submit the evaluation to the MPS by selecting Send to
TFSC/MPS/CSS from the Next Coordinations Role dropdown menu. Once received the
MPS will then update the rating of the ratee and click the Send to ARMS button to become
a matter of record.

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If the evaluation is incorrect and the section, in question, is not digitally signed, the
evaluation does not require re-accomplishment. Instead, go to the Previous Coordination
tab and make necessary corrections in the Previous Attachment tab. The Rater/Coordinator
would highlight the coordination in which the form had not been signed, make changes, save
the new evaluation, and send through the coordination process again
k. FOR CSS ONLY Cancel Button Capability:
If the auto notification/information in the vPC Dashboard Worklist tab is incorrect, you
have the option to Cancel the action
Caution should be exercised, the Cancel button should not be used by anyone other
than the Initiator CSS/Monitor, using this button completely cancels out the application,
and access will no longer be available
l. RegAF PSD Guide Changes:
Procedural Changes: Commander Support Staff (CSS) or Military Personnel Section
(MPS) technicians will receive an evaluation notice through vPC Dashboard. This notice
will contain a link within the Worklist tab to a Performance Report (PR) Shell and the
applicable AF Form based on the Airmans grade. The information will be validated, the
applicable rater identified and the evaluation processing request will be forwarded via the
vPC Dashboard.
The servicing Military Personnel Section (MPS) will no longer upload the appropriate
AF Form/PR shell into the vPC evaluations application. The vPC evaluation application
will generate this information.
All additional coordinators will use the Role selection function in the Next Coordination section to
forward or return an evaluation versus the previous capability of clicking either Select: Next
Rater/Coordinator or Return to: Previous Coordinator.

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Section F:
Roles and Responsibilities
9. ROLES AND RESPONSIBILITIES:
This section outlines the specific responsibilities for individuals when processing a RegAF evaluation
within the vPC Dashboard.
MPS:
Advise CSS, raters, additional raters, reviewers, commanders, etc., on AFI 36-2406 after they
have exhausted support from the myPers website
Ensure CSS personnel and commanders have an established myPers account
Maintain Roles Administration (RA) within vPC Dashboard
Manage the base-level 3SXXX training program and train assigned CSS, unit designated
evaluations monitor, and Geographically Separated Unit (GSU) personnel on the evaluations
program/process
Interpret guidance from AFI 36-2406 and other evaluation related information.
If a correction is required and based on local policy, the FSS/MPS/CSS will update the correct
information in MilPDS, to produce a new notice within vPC
Reassign an evaluation within vPC when required due to coordinator unavailability. The role
reassignment can be accomplished after no action has been taken on the evaluation after 30
calendar days within vPC evaluation application
Assume CSS responsibilities when applicable (i.e. a CSS is not present for a unit)
CSS:
Advertise the evaluations program/process to unit members. Train all assigned personnel who
perform the role of rater, additional rater, and reviewer on the contents of in accordance with AFI
36-2406
Administer the unit evaluations program for the commander
Assist the rater, additional rater, and reviewer in resolving problems associated with the
evaluations program/process
Provide guidance in preparing rebuttal comments when an evaluation is considered a
Referral report. Guidance is outlined in AFI 36-2406, paragraph 1.10

Produce an evaluations status report generated through the vPC Reports tab and provide it to

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the commander for review of current status of unit OPRs/EPRs


Produce an evaluations report from vPC for review of the current status of Wing OPRs/EPRs.
An OPR/EPR overdue list will be provided to the Group/Wing Commander or equivalent for
action when requested
Establish procedures for endorsing wet signature EPRs/OPRS as Certified True Copies and
submit to the MPS for further coordination
Maintain wet signature copies of EPRs/OPRs at the unit level
Initiate the evaluation process upon receipt of notice within vPC
Select the rater; forward the applicable form and PR shell each rater through their vPC account
If the rater identifies errors on the shell, the CSS (if applicable) will correct information in
MilPDS, reorder new shell, and forward new shell to appropriate rater through their vPC account
Ensure efficient and timely completion and delivery by the rater of all evaluations within your
unit to the MPS for processing
If the auto evaluation notification/information in the vPC Dashboard Worklist tab is
incorrect, you have the option to Cancel the action. If the designated rater returns an evaluation
with noted errors, they will need to be corrected in Military Personnel Data System (MilPDS),
and then the evaluation action will be returned back to that rater
If the corrections are made in MilPDS and the incorrect rater received the initial evaluation
request, you can use the previous vPC Evaluations application. Access the vPC Dashboard, go to
the Action Requests tab and click the MPS or CSS Initiate Officer or Enlisted Performance
Report link. Inside the application identify the Ratee, provide a Performance Report shell,
then select the rater and submit the action
Assume MPS responsibilities when applicable (e.g DRUs, FOAs , and MAJCOMs)
FIRST SERGEANT:

Review all enlisted reports

COMMANDER:
Review the unit evaluations program and ensure it is being properly administered in
accordance with AFI 36-2406
Ensure assigned members have an established vPC account
Request and review evaluations status report generated through the vPC Reports tab for
current status of all unit OPRs/EPRs
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Ensure efficient and timely completion and delivery by the rater of all evaluations under your
command to the MPS for processing
RATER:

Establish a myPers account

Ensure efficient and timely completion and delivery of all evaluations under your
responsibility to the MPS for processing

Review evaluation form and shell upon receipt from servicing CSS (Initiator)

Return the form/shell to the servicing CSS (Initiator) if corrections are required for duty data
or rater
Complete draft evaluation outside of vPC on your computer desktop IAW AFI 36-2406,
upload draft, and forward to additional rater (Coordinator) through the vPC Dashboard

For referral evaluation reports, review procedures outlined in AFI 36-2406, paragraph 1.10

Make changes when requested by the additional rater/reviewer/CC/exec (Coordinators)

Finalize the evaluation; ensuring e-signature is accomplished by each coordinator

Forward the evaluation to the ratee for e-signature and provide feedback. Ensure the
evaluation is returned by ratee within 30 days. Once received with digital signature, forward the
evaluation along with any additional documents , through vPC to MPS
Once a ratee has acknowledged their evaluation and it is sent to the rater, the rater has the
coordination flexibility to forward the evaluation for corrections or signatures to a previous
coordinator if an error is detected or forward it directly to the MPS for further processing
If ratee refuses or is unable to sign, digitally sign the report and then forward the evaluation,
along with any additional documents (AF Form 77, and/or referral or rebuttal letters for referral
evaluation reports), to the MPS after 3 duty days has passed from the date the report was
forwarded to the ratee

Suspense a copy of the evaluation and periodically review the status of the evaluation

If the OPR/EPR requires corrections or additional information, the AFPC/DPSIDE will return
the evaluation to the rater via vPC. The rater must open the form, make changes to the evaluation
form, and then to send through coordination for signatures. Finally, ensure all corrective actions
are completed as requested by the AFPC/DPSIDE and resubmit back to the AFPC/DPSIDEP

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ADDITIONAL RATER REPSONSIBILITIES:


Establish a myPers account
Download the draft evaluation. Review, return to rater for changes, if necessary, or complete
the draft evaluation in accordance with AFI 36-2406. Upload the draft and forward it to next
coordinator through vPC Dashboard
If the draft evaluation is acceptable and includes all required comments, skip download/upload
steps and simply click Copy Previous EPR/OPR without Changes link and forward to the next
coordinator
For referral evaluation reports, review procedures outlined in AFI 36-2406, paragraph 1.10
Provide your digital or wet signature as applicable on the evaluation. Download, e-sign, and
upload the evaluation. Forward to the next coordinator. If unable to digitally sign, provide wet
ink/original signature outside of vPC and return to rater
Ensure efficient and timely completion and delivery by the rater of all evaluations under your
responsibility
COORDINATOR (REVIEWER, COMMANDER, ETC.,):
Establish a myPers account
Download the draft evaluation. Review, return to previous coordinator for changes, if
necessary, or complete the draft evaluation IAW AFI 36-2406. Upload draft, and forward it
through vPC Dashboard to next coordinator or back to the rater if final coordinator in the rating
chain
If the draft evaluation is acceptable and includes all required comments, skip download/upload
steps and simply click Copy Previous EPR/OPR without Changes link and forward to next
coordinator or back to the rater if final coordinator in the rating chain
For referral evaluation reports, review procedures outlined in AFI 36-2406, paragraph 1.10
Provide your digital or wet signature as applicable on the evaluation. Download, e-sign, and
upload it. Forward to the next coordinator. If unable to digitally sign, provide wet ink/original
signature outside of vPC-GR and return to rater
Ensure efficient and timely completion and delivery by the rater of all evaluations under your
responsibility
RATEE:

Establish a myPers account

Provide input on the evaluation if requested by the rater

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Provide your digital signature on the evaluation, acknowledge receipt, and return it to the rater
through vPC Dashboard. If you do not acknowledge receipt or do not take any action with the
evaluation within 30 days from when it was forwarded to you, the system will automatically return
it to the rater
The rater will select Member unable to sign and the rater will digitally sign the evaluation
for you

If unable to digitally sign, the rater will coordinate with you for your wet signature

Ensure efficient and timely completion and delivery by the rater of all evaluations under your
responsibility
AFPC/DPSIDEP:
Review each evaluation for completeness, accuracy, and authorized statements IAW
AFI 36-2406 (Evaluations will be received as Read-Only reports)

When applicable, return the evaluation for rater correction with the reason for return

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Section G:
vPC Evaluation Application
10. vPC EVALUATION APPLICATION:
This section provides a RegAF layout of the steps and responsibilities for the evaluations process
in vPC.
Figure 2. Evaluations Process Flowchart. This flowchart outlines the evaluation coordination process
for RegAF Airmen.

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Table 2. RegAF - Evaluations Processing Step-by-Step Process. This table provides the detailed
steps of the process. NOTE: Prior to processing, please log in to vPC Dashboard or create a myPers
account before proceeding any further.
STEP
1
2

ACTION
OWNER
--CSS
( Initiator)

NARRATIVE
Start.
Forward evaluation shell to Rater.
The CSS will access the vPC site using the myPers website at
https://mypers.af.mil/. If a CSS technician does not have a
myPers account, the CSS Technician will create an account
before proceeding any further.
Inside the myPers website, select the Access the vPC
Dashboard link under the I Would Like To section of the
home page.
Upon entering the site, open the vPC Dashboard hyperlink.
Under the vPC Dashboard, click the Worklist tab, and select
evaluation in the Type box from the dropdown menu. section.
Note: Click the refresh button to update the action requests
displayed. Click on the Open Initiation link. This will open
any new evaluation needed to be processed to the rater. This is
where the MPS/CSS will initiate the Evaluations process.
The CSS will initiate and route the evaluation form/shell to the
applicable rater once the Automated notification has been receive
from MilPDS. Search for the Rater in the Select Rater block.
Once the accurate Rater has been identified by the MPS/CSS,
select the submit option for further processing.
NOTE: If the evaluation requires a wet ink signature, the
EPR/OPR will not be processed through the vPC Dashboard.
Please continue to follow the current guidance in AFI 36-2406,
Officer and Enlisted Evaluation Systems.

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Rater

Make decision. Is form/shell correct?


The rater will need to log in to the vPC Dashboard using the
myPers website at https://mypers.af.mil.
Inside the myPers website, select the Access the vPC
Dashboard link under the I Would Like To section of the
home page.
Select the Worklist tab, then set Action Requests status of
View to Assigned to Me.
Change All, then change Type to Evaluation,
Click Refresh to begin the initial evaluation or coordinate on a
evaluation. The rater can view pending coordination.
To open, click to highlight the entry, and select Open
Coordination.
NOTE: If the shell is incorrect, go to Step 4. If the form/shell is
correct, go to Step 5.
Also, If it is determined that you are not the correct rater, use the
Coordinator Remarks area to add the statement: I am not
the rater. (type it in or use the dropdown to select the canned
statement), select the Return to Initator option in the next
coordination box, and select Submit at the bottom of the
screen. A message should notify you that the CSS has been
made aware of the discrepancy.

CSS

Make correction/orders new evaluation shell. The CSS/MPS


will make corrections, in MilPDS, if the evaluation shell is
inaccurate and order a new evaluation shell once received by the
Rater. Go back to Step 2.

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Rater

Prepare draft evaluation and forward to the next level of


coordination.
1. Access the vPC Dashboard under the I Would Like To
section on the myPers home page at https://mypers.af.mil.
2. Click on the Worklist tab.
3. The Worklist tab will display a list of items for your
coordination. To view all actions requiring your coordination,
make sure under Action Requests, the View reflects
Assigned to me (All), then Type select Evaluation, and
then Status select Open from the dropdown menus.
Finally, click the Refresh button. All evaluations requiring
your action will populate.
4. Click on the individuals name whose evaluation you want
to take action/coordinate on (highlighted), and click on Open
Coordination.
5. Replace the previous draft form with the updated draft
(should already be saved to your system ) to the Updated
OPR/EPR Attachment area by clicking on the Add button.
Select yes when asked Would you like to Replace.
6. After completing the draft, use spell check to audit your
entries. Next, save the form to your hard, or shared drive using
the standard file naming convention may be used on all
evaluations:
Form name-last name-first initial-last four of SSN-closeout
date.XFDL (no spaces/all caps)
EXAMPLE: AF911PAGMT6789080627.XFDL
8. Include coordinator remarks (manually type them in or select
canned statements from the dropdown menu) and Use Search to
select an individual with a vPC account, or use the role dropdown
menu to select an individual with an assigned role in the Next
Coordination section. Each coordinator will be identified either
by role, individual account, and/or role/rank, and name. This will
depend upon your choice from the dropdown menu.

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7. Choose a role or individual to receive the


evaluation/attachments for coordination then under Next
Coordination, from the dropdown menu, select the applicable
Role. NOTE: All roles are automatically identified through the
Military Personnel Data System (MilPDS).
8. Read and follow the instructions when Searching for an
individual within vPC for the next rater/coordinator.
9. The rater/coordinator information will now be populated.
Click Submit to end the current coordination and pass the
evaluation on to the next rater/coordinator.
10. In the Additional Attachments section, you have the
ability to add additional documentation to support this evaluation.
(e.g. AF Fitness Report, SURF, AF Form 77 etc.).
a. Select a row in the attachment table to add an attachment
in that row.
b. Click Submit to end the current coordination and pass
evaluation on to the next rater/ coordinator.
c. A message will explain that the next coordinator has been
notified and a summary report with an Evaluation Request
ID number will be available for you to save.
d. Prior to forwarding to the next coordinator, use the Spell
Check feature to quality review your initial draft.
NOTE: If at any point during the coordination process the
evaluation cannot be electronically signed, the EPR/OPR will not
be processed through the vPC Dashboard. Please continue to
follow the current guidance in AFI 36-2406, Officer and Enlisted
Evaluation Systems pertaining to this issue.

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Coordinator
Review, replace version.
(Additional Reviewer,
1. Make changes, if necessary, and replace the evaluation version
Ratee, CC,
on vPC. This is a recurring step for all additional raters,
etc.)
reviewers, etc., up to and including the final reviewer. Once all
revisions have been made, the evaluation is returned to the rater.
NOTE: Prior to forwarding to the evaluation to the next
coordinator, a spell check feature has been added to assist each
coordinator in a quality review of the initial draft.
2. Additional raters, reviewers, CCs, exec, etc., (Coordinators)
process steps:
a. Inside the myPers website, click on the Access the vPC
Dashboard link under the I Would Like To section.
b. Click on the Worklist tab and change Action Requests View to Assigned to Me/Viewable by Me. Change to All,
and change Type to Evaluation, click Refresh to begin
the coordination process on an evaluation. The coordinator will
be notified of pending action through the Dashboard. Click on
the entry to highlight it and click on Open Coordination to
begin coordination.
c. There will be members whose primary duty will be to act as
quality control and to guard against inaccuracy and
exaggeration. These coordinators can go over any previous
coordination by clicking on and highlighting an entry. A single
coordination may be viewed at a time. Select the most recent
coordination and click on the Display button to view the most
current AF Form.
d. If there are changes to be made or recommendations to
improve the evaluation, type those comments in the
Coordinator Remarks box in the Current Coordination
section or use the dropdown menu to select from a set of
prepared statements. You as a coordinator can make changes to
the evaluation and simply upload the revised evaluation to the
Current Coordination section and add the revised evaluation
in to the Updated OPR/EPR Attachment box.
e. If the changes need to be made before further coordination
can be continued, the current coordinator should select the
Previous Coordinator button to return the comments and
form to the Previous Coordinator for action.

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f. If no revisions are required, then click the Copy previous


OPR/EPR without Changes link under the Updated
OPR/EPR Attachment box to place the current draft copy of
the evaluation in this area for the Next Rater/Coordinator.
g. If the changes are not required in order to continue
coordination, but can be incorporated at a later time, click the
Next Rater/Coordinator button to forward comments and
form to the next coordinator in the process.
3. Additional Attachments:
Use the attachment fields at the right to add any documents related
to this evaluation (e.g. AF Fitness Report, SURF, AF Form 77
etc.).
a. Select a row in the attachment table to add an attachment in
that row. These attachments will be visible to all coordinators.
b. Once the evaluation is reviewed, it may be sent to the next
rater
(additional rater, reviewer, etc., coordinator). Use the
dropdown menu to select a specific Role (unit CC) or search
for an individual within vPC. Forward to the next coordinator
by clicking the Submit button. A message will indicate that
the next coordinator has been notified and there will be an
option to view the summary report.

Coordinator
Make decision. Final Evaluator reviewed the report?
(Additional Reviewer,
If the Final evaluator has not reviewed the Evaluation, proceed to
Ratee, CC,
Step 8.
etc.)
If the Final evaluator has reviewed the Evaluation, forward to
Rater for further processing. Proceed to Step 9.

Coordinator
(Additional Reviewer,
Ratee, CC,
etc.)

Forward to next evaluator.


If the Final Evaluator has not reviewed the Ratees evaluation,
forward to the next evaluator for review. Go to Step 6 until the Final
evaluator has completed the review.

Once the Final Evaluator receives the evaluation the Final


Evaluator will forward the evaluation to the Rater for further
processing.

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Rater

E-sign and forward to the next Evaluator.


NOTE: No signature may be added to the final draft until after
the closeout date.
1. When the evaluation is ready for signatures, the rater will
open coordination and can review any previous coordination by
clicking on and highlighting the entry. Select the most recent
coordination (the final draft) and click on the Display button to
view the form.
2. Digitally sign the form by clicking on the signature block. If
you are unable to use e-signature, the EPR/OPR will not be
processed through the vPC Dashboard. Please continue to follow
the current guidance in AFI 36-2406, Officer and Enlisted
Evaluation Systems.
a. Digital signatures must be used for all evaluators and
reviewers. Once a digital signature has been applied, it
cannot be deleted.
b. If one evaluator or reviewer is unable to digitally sign the
evaluation, all evaluators and reviewers must wet sign and
date the evaluation.
c. Forms must be digitally signed with a CAC.
d. Certified true copies must be certified by the CSS or
designated unit evaluations monitor.
3. Digitally sign and validate the evaluation. The following popups will appear, follow this process to digitally sign the
evaluation:
a. Digital Signature Viewer - Select Sign.
b. Select Your Signature Identity. Select your name from
the list and click OK.
c. Digital Signature Viewer. Select OK to use a valid esignature. The e-signature and date will now be identified.
Save the form to your desktop. Upload the signed form by
locating the Updated OPR/EPR Attachment area and
click the Add button. Select yes when asked Would
you like to Replace.
.
d. The rater will use the Role dropdown menu or select
the next coordinator (additional rater, reviewer, etc.) from
the vPC search area to sign the final draft AF Form. Click
the Submit button. A message will indicate that the next
coordinator has been notified and there will be an option to
view the summary report.
e. The rater will ensure all signatures are collected before
the evaluation is finally returned. The rater will collect the
ratees signature.

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10

4. The rater opens coordination. Check the form file and verify
all signatures have been collected and that the form is in order.
Select Copy previous OPR/EPR without changes and
forward it to the ratee for the final signature. Select Ratee
from the Role dropdown and click Submit. Set up a feedback
session with the ratee and review the evaluation.
Make decision Final Evaluator e-signed the evaluation?

Coordinator
(Additional Reviewer,
Ratee, CC,
1. Has the evaluation been e-signed by the final evaluator? If
etc.)
No, proceed to Steps 11 as the final evaluator must be the last
evaluator to sign the report. If Yes, e-sign and forward to the
rater; go to Step 12.
NOTE: Signatures may not be added to the final draft until
after the closeout date.
2. Review the evaluation form before signing. Digitally sign
the form by clicking on the signature block.
a. Digital signatures must be used for all evaluators and
reviewers. Once a digital signature has been applied, it
cannot be deleted.

b. If one evaluator or reviewer is unable to access a digital


signature, all evaluators and reviewers must wet sign and date
the evaluation.
c. Forms must be digitally signed with a CAC.
3. The following pop-ups will appear; follow this process to
digitally sign the AF Form:
a. Digital Signature Viewer - Select Sign.
b. Select Your Signature Identity. Select your name from
the list, and click OK.
c. Digital Signature Viewer - Select OK to use valid esignature. The electronic signature and date will now be
identified saving the form to your desktop.

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d. Digital Signature Viewer. Select OK to use a valid esignature. The electronic signature and date will now be
identified. Save the form. Upload the signed evaluation
form your desktop Browse to find the specific file and attach
the document to the Updated Attachment area. Click on
the Add button. Enter remarks in the Coordinator
Remarks box by typing them in manually or using the
canned statements that are available in the dropdown menu.
e. The final approval authority now uses the dropdown menu
and selects the Rater as the next coordinator. The rater will
collect the final signature of the ratee on the evaluation form.
Click the Submit button, and a message will indicate that
the next coordinator has been notified and there will be an
option to view the summary report.
f. If an evaluation is pending coordination action and 30 days
or more has elapsed, an automated notification will be sent to
the rater.

11

Coordinator
Forward to the next evaluator.
(Additional Reviewer,
Ratee, CC,
1. Review the evaluation form before signing. Digitally sign the
etc.)
form by clicking on the signature block.
a. Digital signatures must be used for all evaluators and
reviewers. Once a digital signature has been applied, it
cannot be deleted.
b. If one evaluator or reviewer is unable to access a digital
signature, all evaluators and reviewers must wet sign and date
the evaluation.
c. Forms must be digitally signed with a CAC.
2. The following pop-ups will appear; follow this process to
digitally sign the AF Form:
a. Digital Signature Viewer - Select Sign.
b. Select Your Signature Identity. Select your name from
the list, and click OK.
3. Digital Signature Viewer - Select OK to use valid esignature. The electronic signature and date will now be
identified saving the form to your desktop.

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Digital Signature Viewer. Select OK to use a valid esignature. The electronic signature and date will now be
identified. Save the form. Upload the signed evaluation
form your desktop Browse to find the specific file and
attach the document to the Updated Attachment area.
Click on the Add button. Enter remarks in the
Coordinator Remarks box by typing them in manually or
using the canned statements that are available in the
dropdown menu.

12

13

14

4. The final evaluator now uses the dropdown menu and selects
the Rater as the next coordinator.
Forward to Ratee for E-Signature. The rater will open
Rater
coordination and check the evaluation form and verify all
signatures have been collected and that the form is in order.
Copy previous OPR/EPR without changes and forward it to
the ratee for the final signature. Select Ratee from the Role
dropdown menu and click Submit. Set up a feedback session
with the ratee to review the evaluation.
Coordinator
Make Decision. Has Ratee e-signed? No, proceed to Step 14
(Additional Reviewer, when Ratee refuses or unable to E-sign. Yes, proceed to Step 15
Ratee, CC,
for forward processing to MPS/CSS.
etc.)
Rater
E-signs for ratee if unable or refuses to sign. The rater will
select, Member declines to sign, and will sign the evaluation if
the ratee refuses to sign it. The rater will then forward the
evaluation to the MPS/CSS by selecting the Submit button.

15

Rater

16

MPS/CSS

If the ratee does not acknowledge receipt or does not take any
action with the evaluation within 30 days from when it was
forwarded to the ratee, the system will automatically return it back
to the rater. The rater will need to select Member unable to sign
and digitally sign the evaluation. They will then submit it to the
MPS/CSS for further processing.
Forward to MPS/CSS. Once the ratee (or Rater when applicable)
has acknowledged and signed the evaluation and it has been sent
to the rater, forward directly to the MPS/CSS (if applicable) for
further processing.
Make Decision. Corrections needed? If Yes, Return to Rater for
corrective actions by clicking Return to Rater. Upon completion
of corrections being made by the rater, the rater will proceed to
step 15. If No, proceed to step 17.

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17

MPS/CSS

18

AFPC/DPSIDEP

19

---

Send Report to AFPC/DPSIDEP. Send the report to AFPC/


DPSIDEP by selecting Send To TFSC/MPS/CSS from the drop
down menu once the Rating and MilPDS information has been
updated. Ensure that the evaluation information has been updated
prior to submitting to AFPC/DPSIDEP.
Review Final Evaluation and Forward to ARMS. Perform a
quality review of the final evaluation and forward to ARMS.
End.

NOTES:
1. Digitally signed evaluations - Attach EPR/OPR and other supporting documents (AF Form 77 if
applicable) to the vPC Dashboard.
2. If the evaluation requires a wet ink signature, the EPR/OPR will not be processed through the
vPC Dashboard. Please continue to follow the current guidance in AFI 36-2406, Officer and Enlisted
Evaluation Systems.
3. Suspense evaluations until you receive notification through e-mail from the RightNow
Technologies (RNT) application that the evaluation was approved, updated in MilPDS, and
forwarded to ARMS for filing.
4. A request in the vPC application will not proceed without an attachment. The user will receive an
on-screen message advising them that an evaluation must be attached in order to submit through
vPC Dashboard.

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Section H:
Processing Missing Performance Reports
11. PROCESSING MISSING PERFORMANCE REPORTS:
Evaluations document an individuals performance, promotion and special duty assignment
considerations. It is critical to ensure all evaluations are in a members record to ensure personnel
managers are provided with current information.
The information provided in this section does not replace Air Force Policy Directives (AFPD) or Air
Force Instructions (AFI), but provides the human resource professional additional tools to
accomplish the mission.
NOTE: The Missing Performance Reports will not be processed through the vPC Dashboard.
Figure 3. Process Missing Performance Reports. This flowchart outlines the process steps for
RegAF missing performance reports.

Process Missing Performance Report


Applicable to: RegAF

UNIT OF
ASSIGNMENT

MPS/CSS

1.
Missing report
identified

2.
Research ARMS,
MAJCOM, MilPDS,
member and base
of assignment

3.
Report found?

4.
Notify member, update
MilPDS, if applicable
and distribute report

NOTE: If member has


competed for a board
the evaluation appeal
must be accomplished
to insert the missing
reort into the record

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NO

5.
18 months since
closeout of missing
report?

7.
Contact unit of
assignment for

6.
Complete the AF
FM 77

8.
EPR/OPR
Processing

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Table 3. Process Missing Performance Reports. This table provides step-by-step instructions of
the process.

STEP

ACTION
OWNER

MPS/CSS

MPS/CSS

3
4

MPS/CSS
MPS/CSS

MPS/CSS

MPS/CSS

MPS/CSS

Unit of Assignment

NARRATIVE
Missing Report Identified. Receive notification of the missing
report. This information may come from a variety of sources.
Research Missing Report. Utilize all available resources to search
for the missing report i.e., ARMS, Promotion Documents/Records
Tracking, MAJCOM, MilPDS, the member and the members base
of assignment.
Report Found? If Yes, GO TO STEP 4. If No, GO TO STEP 5.
Notify Member. Once the report is located, update MilPDS, if
applicable and distribute the report. Process Ends.
Has it Been 18 Months Since Closeout of the Missing Report? If
Yes, GO TO STEP 6. If No, GO TO STEP 7.
Complete AF Form 77. Contact the following agency to complete
an AF Form 77 for:
MSgts/SMSgts and Lt Col and below contact AFPC
For CMSgts contact AF/DPE (Chiefs Group)
For Colonels contact AF/DPO (Colonels Group)
Contact the Unit of Assignment. Contact the unit of assignment
responsible for the report, during the time the report closed out and
direct the unit to re-accomplish the missing report.
Predetermined EPR/OPR Process. Re-accomplish the missing
report using the predefined EPR/OPR/TR Process.

ROLES AND RESPONSIBILITIES:


UNIT OF ASSIGNMENT:

Utilize the predefined EPR/OPR/TR Process to re-accomplish the missing report

MPS:

Receive notification of missing report.


Research various databases and records custodian to locate the missing report
Determine how long it has been since the report closed out
Accomplish an AF Form 77, if required. NOTE: See Step 6
Contact the unit where the report closed out for re-accomplishment, if necessary

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Section I:
Processing Overdue Performance Reports
12. PROCESSING OVERDUE PERFORMANCE REPORTS:
Evaluations document an individuals performance, promotion, and special duty assignment
considerations. Timely and accurate processing of an EPR, OPR and TR is critical to ensure
personnel managers are provided with current information. The following does not replace Air
Force Policy Directives (AFPD) or Air Force Instructions (AFI), but provides the human resource
professional additional tools to accomplish the mission.
NOTE: Overdue Performance Reports will not be processed through the vPC Dashboard.
Figure 4. Processing Overdue Performance Reports Flowchart. This flowchart outlines
processing overdue performance reports for RegAF Airmen.

Process Overdue Reports

1.
Identify evaluation
reports 45, 60, 90
and 90+ past close
out date and not
updated

Unit

MPS/CSS

Applicable to: RegAF

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2.
Notify units
of late
reports

3.
Research and
reaccomplish the
report as necessary

4.
Predefined
Evaluation
Process

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Table 4. Processing Overdue Performance Reports Step-by-Step. This table provides the
detailed steps of the process.

STEP

ACTION OWNER

MPS/CSS
(Force Management)

2
3

MPS/CSS
(Force Management)
Unit

Unit

NARRATIVE
Identify Overdue Reports. Identify evaluation reports
45, 60, 90 and 90 plus days past the close out date and
not updated in MilPDS.
Notify Units. Advise the units of the late report(s) and
suspense for a response/follow-up action.
Research. Research and accomplish/re-accomplish the
report as applicable.
Predefined Evaluation Process. See the Pre-defined
Evaluation Process.

ROLES AND RESPONSIBILITIES:


MPS:

Identify and notify units of reports 45, 60, 90, and 90 plus days past the close out date
and not updated in MilPDS. Suspense the unit for a response/follow-up action
UNIT:

Research the overdue report and accomplish/re-accomplish as necessary

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Section J:
Enlisted and Officer Performance Report Closeout Extensions
13. ENLISTED AND OFFICER PERFFORMANCE REPORT CLOSEOUT EXTENSIONS:
Evaluations document an individuals performance, promotion and special duty assignment
considerations. It is critical to ensure all evaluations are in a members record so personnel
managers are provided with current information.
The following does not replace Air Force Policy Directives (AFPD) or Air Force Instructions (AFI),
but provides the human resource professional additional tools to accomplish the mission.
NOTE: With the implementation of static close out dates for each enlisted grade,
evaluation closeout date extensions requests are no longer authorized.
Officer Performance Report extension request will not be processed through the vPC dashboard.
a. Extension of close-out dates. An extension of the close-out date must be requested if an
annual report is closed, but is not a matter of record and an incident or event occurs of a
serious significance warranting inclusion in the report. This includes completion of an
investigation occurring prior to the closeout date or confirmation of alleged behavior as of
the closeout date. NOTE: With the implementation of the Static Close-out Date, extensions
for the Enlisted Force are strictly prohibited.
The authorities to extend a closeout date for lieutenant colonel second lieutenant are retained by:

HQ AFPC/DPSIDEP for RegAF Active Duty

The Air Force Colonel Matters Office (AFCMO) retains authority on OPR for colonels

FOR OFFICERS ONLY: Grant extensions to cover only the time necessary to complete
actions, not to exceed 59 days. A commander-directed report may be prepared with 60 days
supervision in accordance with AFI 36-2406 Table 3.3., rule 4, and Table 3.7., rule 4. Send
requests for extensions, through the servicing MPS, to the appropriate office listed above for
approval in a timely manner. Include the members information, reason for the report, original
closeout date, requested closeout date, specific justification for the request and all pertinent
information (dates of investigations, etc.)
NOTE: This is the earliest period an Airman can re-test after scoring Poor on the fitness
assessment test. Use the procedures outlined in AFI 36-2406, paragraph 1.13.2., to obtain
approval. Extensions beyond this period are not allowed.
Extension requests should contain, at a minimum, the ratee's fitness test history (scores/dates)
from the Air Force Fitness Management System (AFFMS) and significant justification.

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Provide justification to support why the case is unique i.e., profiles, AF Form 422, Physical
Profile Serial Report, deployment orders, etc. Specific medical information is not necessary, but
profile limitations (AF Form 422) are required. If the member does not have a documented
profile, in accordance with AFI 36-2905, they are eligible to test.
Extensions are not approved solely because one is requested; justification is required. If more than
42 days occur from the failure date to the close out date, include clarification as to why the
member did not retest prior to the close out date.
Figure 5. Enlisted and Officer Performance Report Closeout Extensions Flowchart.
This flowchart outlines the RegAF enlisted/officer performance report closeout extension
process.

EPR/OPR Closeout Extensions

2.
Receive and review
e-mail request and
log into database

Unit Commander

3.
Advise MPS
of the
approval/

4.
Update new closeout
date in MilPDS and notify
commander, if
applicable

MPS/CSS

AFPC/DPSIDEP

Applicable to: RegAF

1.
Determine need for a closeout
extension and send and e-mail to
AFPC (cc the MPS) requesting a
closeout extension

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5.
Predefine EPR/
OPR process

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Table 5. Enlisted and Officer Performance Report Closeout Extensions Step-by-Step. This
table provides the detailed steps of the process.

STEP

ACTION OWNER

Unit Commander

AFPC/DPSIDEP

AFPC/DPSIDEP

MPS/CSS
(Force Management)

Unit Commander

NARRATIVE
Determine & E-mail. Determine the need for a closeout
extension and send an email to afpc.dpppe@us.af.mil
requesting a closeout extension.
Receive Request. Receive/review the e-mail request and
access the database.
Advise MPS. Advise the MPS of the approval/disapproval
decision of the closeout extension request.
Update. Update the new closeout date in MilPDS and notify
the commander, if applicable
Pre-defined EPR/OPR process. See the Pre-defined
Evaluation Process.

ROLES AND RESPONSIBILITIES:


HQ AFPC/DPSIDEP:

Manage the overall evaluation program


Receives request for closeout extension, tracks request, approves or disapproves request

UNIT COMMANDER:

Determine need for and request closeout extensions


Receive notification of closeout extension approval/disapproval
Use the predefined EPR/OPR process to complete evaluations

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Section K:
Obtaining Officer and Enlisted Evaluation Shells
(365 Indeterminate Temporary Duty (ITDY)
14. OBTAINING OFFICER AND ENLISTED EVALUATION SHELLS:
This section provides guidance for the PERSCO Teams to obtain and process EPR/OPR shells
while in the deployed location. Timely and accurate processing of EPR(s) and OPR(s) is critical to
ensure personnel managers are provided with current information.
a. Prior to the Airmans departure date the home station MPS generates a change of rating
official (CRO) OPR/EPR (if at least 120 days supervision) or an annual OPR/EPR (if at least
60 days supervision and one year has passed since the last report); with an effective close out
date one day prior to the projected departure from the home-station.
b. Determining Deployed Rating Chain. The rater is typically the person who directly
supervises the Airmans daily activities. The rating chain is determined by the unit possessing
the unit line number (ULN) and typically has tactical control (TACON). Raters may be in any
military service in the United States, foreign military service or a civilian in a supervisory
position and be in a grade equal to or higher than the ratee. Refer to AFI 36-2406 for specific
rater guidelines. In joint environments, an Air Force unit is designated to have Administrative
Control (ADCON) responsibilities. ADCON responsibilities, per AFDD-2, include personnel
management. With regard to evaluations and decorations, this involves managing both
programs and ensuring evaluations are accomplished on Airmen serving on Indeterminate
TDY(s) i.e., extended deployments. ADCON responsibility does not necessarily extend to
writing the evaluations on members attached to the Air Force unit for ADCON purposes.

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Figure 6. EPR/OPR Shell Process Flowchart.


EPR/OPR Shell process.

This flowchart outlines the RegAF

EPR/OPR Shell Process

PERSCO TEAM

Applicable to: RegAF

2.
Coordinate with MPS
(Home station) update
MilPDS to reflect
Airmans deployed duty
title, DAFSC rater if
required

4.
Retrieve
Personnel
Information RIP
from the
deployed dMPF
after 5 days

5.
Manually prepare the
EPR/OPR Shell and
forward to the
deployed unit for
processing

7.
Forward the
completed EPR/OPR
with the attached
shell to the home
station for CC
Concurs and SRID
Endorsement

AIRMAN

MPS/CSS
(HOMESTATION)
DEPLOYED UNIT

No
3.
MPS/CSS: Did MPS
forward the EPR/
OPR shell

1.
In process
with PERSCO

6.
Deployed Unit: Accomplish
the EPR/OPR and attach the
EPR/OPR shell and forward
the completed evaluation to
the PERSCO Team

NOTE: EPR/OPR shell


is automatically
produced 30 days prior
to the close out date

EPR/OPR Shell Process

2 of 2
Applicable to: RegAF

PERSCO TEAM
MPS/CSS (HOME
STATION)DEPLOYED UNIT

12.
Forward completed EPR/
OPR with the attached
shell to the home station
MPS for final processing
and updating

10.
Receive and forward
to Deployed unit to
obtain the ratees
signature

8.
MPS/CSS
(Home station):
Update EPR/OPR
shell information
if required in
MilPDS

9.
MPS/CSS
(Home station)
Forward EPR/OPR with the
shell attached with required
signatures to the PERSCO
Team to obtain the ratees
signature

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Deployed Unit:
Ratee receives
and signs the
EPR/OPR and
forwards to the
PERSCO Team

MPS/CSS
(Home station):
Receive,
update, and
send to AFRC

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Table 6. EPR/OPR Shell Process Step-by-Step. This table provides the detailed steps of the
process.

STEP

ACTION
OWNER

NARRATIVE

1
2

Airmen
Area of
Responsibility
(AOR)
PERSCO Team

MPS/CSS
(Homestation)

PERSCO Team

PERSCO Team

Deployed Unit

Inprocess. Inprocess at the deployed location.


Coordinate, Update and Monitor. Coordinate with the homestation
MPS to update MilPDS to reflect the Airmans deployed duty title and
DAFSC, effective the date (boots on the ground) the Airman arrives
in the area of responsibility (AOR). All ITDY deployed Airmen duty
titles are standardized to reflect the Extended Deployment duty
title/country assigned. Update the deployed rater, if unknown prior to
departure and monitor the EPR/OPR closeout information. NOTE: All
updates are completed as soon as possible, but NLT 30 days after the
member arrives in the AOR.
Did the MPS Forward the EPR/OPR Shell? If No, GO TO STEP 4.
If Yes, GO TO STEP 6. NOTE: The PERSCO Team should contact
the homestation MPS/Units for the EPR/OPR shell.
Retrieve. Retrieve the Airmans Personnel Information RIP from the
deployed MPS (dMPS) located on the vMPF.
Process and forward. Manually process the EPR/OPR shell by using
the RIP and blanket EPR/OPR shell located on the AEF Online website
https://aef.afpc.randolph.af.mil/default.aspx and forward to the
deployed unit for processing. NOTE: For complete PASCODE and
Senior Rater ID (SRID) information go to the PASCODE and SRID
Roster online at: https://aef.afpc.randolph.af.mil/Persco.aspx.
Accomplish and Forward. Accomplish the EPR/OPR, attach the EPR
shell and forward to the PERSCO Team.
Forward. Forward the completed EPR/OPR with the attached shell to
the homestation MPS for the commanders concurrences and SRID
endorsement.
Update. Update the EPR/OPR shell information, if required in
MilPDS.
Forward. Forward the EPR/OPR with the shell attached and all
required signatures to the PERSCO Team.
Receive and Forward. Receive and forward to the deployed unit for
required signature.
Receive and Forward. Ratee receives and signs the EPR/OPR and
forwards to the PERSCO Team.
Forward. The PERSCO Team forwards the completed EPR/OPR with
the attached shell to the homestation MPS for final processing.
Receive and Update. The homestation MPS receives and updates the
EPR/OPR in MilPDS and sends to AFRC via CMS.

PERSCO Team
7

10

MPS/CSS
(Home Station)
MPS/CSS
(Homestation)
PERSCO Team

11

Deployed Unit

12

PERSCO Team

13

MPS/CSS
(Homestation)

8
9

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ROLES AND RESPONSIBILITIES:


AIRMAN:

In-process at the deployed location

PERSCO TEAM:

Identify deployed Airman projected for an EPR/OPR


Provide data to the MPS
Retrieve the Personnel Information RIP from the dMPF, if required
Manually prepare the EPR/OPR shell, if required
Coordinate the EPR/OPR with the home station MPS

MPS (Homestation):

Update MilPDS
Forward the EPR/OPR shells to PERSCO
Coordinate the EPR/OPR with PERSCO
Update MilPDS with completed evaluation
Send the evaluation to AFPC via CMS

DEPLOYED UNIT:

Accomplish the EPR/OPR


Provide data to PERSCO
Coordinate the EPR/OPR with PERSCO

HOME STATION SENIOR RATER/COMMANDER:


Complete the commanders review/reviewers (senior rater) portion of all evaluations;
including evaluations completed by the deployed rating chain
The senior rater who is matched to the ratees home station PASCODE must perform senior
rater duties. Home-station senior raters must prepare a Promotion Recommendation Form (PRF)
for promotion-eligible officers. NOTE: Promotion-eligible officers are listed on the home
station senior raters master eligibility list and meet respective management level review

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Section L:
Processing Letters of Evaluations (LOE)
15. PROCESSING LETTERS OF EVALUATION:
Timely and accurate processing of LOE(s) is critical to ensure personnel managers are provided
with current information. The following information does not replace Air Force Policy Directives
(AFPD) or Air Force Instructions (AFI), but provides the human resource professional additional
tools to accomplish the mission. The AF Form 77 is a multi-purpose form that includes
mandatory areas required for deployed commanders.
Figure 7. Letter of Evaluation Flowchart. This flowchart outlines the RegAF LOE process.

Letter Of Evaluation (LOE)

MPS/CSS/PERSCO

AFPC/DPSIDEP
ARMS

Applicable to: RegAF

6.
DPSIDEP
Receive and review
Mandatory Deployed
Commander LOE(S)

7.
DPSIDEP
Update MilPDS
and transmitt to
ARMS and AFPC

5.
Process the LOE to
CMS for transmittal to
ARMS

1.
Receive and review
all completed LOE(s)

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2.
Is LOE on a deployed
Commander?

8.
ARMS
Receive and file reports

3.
Ratee
maintains
for future
use

4.
EPR/OPR
Process

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Table 7. EPR/OPR Shell Process Step-by-Step. This table provides the detailed steps of the
process.

STEP

ACTION OWNER

MPS/CSS
PERSCO
MPS/CSS
PERSCO
MPS/CSS
PERSCO
MPS/CSS
PERSCO
MPS/CSS
PERSCO
AFPC/DPSIDEP

AFPC/DPSIDEP

AFPC/ARMS

1
2
3
4
5

NARRATIVE
Receive/Review. Receive and review all completed
Non- Mandatory LOE(s).
Is the LOE on a Deployed Commander? If No, GO
TO STEP 3. If Yes, GO TO STEP 5.
File. Ratee maintains for future reference/use.
See the EPR/OPR predefined process.
Process in CMS. Process the LOE in CMS to
enable transmittal to ARMS when completed.
Receive/Review. Receive and review the
mandatory deployed Commanders LOE.
Update MilPDS. Update and transmit LOE to
ARMS and AFPC.
Receive. Receive and file LOE in ARMS/OSR.

ROLES AND RESPONSIBILITIES:


MPS/PERSCO:

Receive and review the completed LOE


First, attach source document (i.e. G-Series Orders, CED orders) to generated CMS case
Attach the LOE next and process the CMS case, to ARMS, for successful transmittal
Follow the predefined EPR/OPR process

AFPC/ARPC (Deployed CC LOE):


Responsible for ensuring operational instructions and guidance, in conjunction with AF/A1P
policy, is developed and disseminated to the field
Upon receipt of the deployed Commanders AF Form 77, validate and update MilPDS for
RegAF active duty officers
o RegAF officers: process the LOE(s) to ARMS
MAJCOM or COMBATANT/COMPONENT COMMAND (Deployed Commander LOE):
Responsible for designating the AF Advisor (must be an O-6 or above) when the final
evaluator on a deployed commander LOE is not an AF officer or Department of the Air Force
(DAF) official
Commander of Air Force Forces (COMAFFOR) (Deployed Commander LOE):
Determine the rating chain
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Ensure compliance with policy at the deployed location. NOTE: Normally the Tactical
Control (TACON) determines the rating chain
AF COMPONENT A1 (Deployed Commander LOE):
Ensure G series orders are completed for expeditionary organization structure
Identify commanders, forward lists to AFFOR/A1
Ensure G Series orders are completed on all wing, group, and squadron commanders (O-6
and below) and maintained in accordance AFRIMS RDS Table & Rule: T 33 - 44 R 02.00
AFFOR/A1 (Deployed Commander LOE):
Prepare lists of eligible deployed commanders, identifies the officers service component and
forwards to the appropriate PERSCO team
PERSCO TEAMS (Deployed Commander LOE):

Identify raters and ratees projected departure dates to AFFOR/A1


Work with AFFOR/A1 to review/validate the list of commanders they service on G-Series
orders, establish tracking and suspense control for all deployed commander LOE(s) at the
deployed location
Provide the deployed rating chain the G-Series Order # and Date for LOE preparation.
Upon receipt of final LOE from deployed rating chain, verify if AF Advisor is required and
forward to the AF Advisor if required
Provide final disposition of completed deployed CC LOEs:
a. Digitally signed LOE(s): Upload the completed LOE into the CMS evaluation
application and submit to AFPC for transmission to ARMS. For locations without
CMS access, the home station updates the AF Form 77 into CMS.
b. Wet signed (hand-signed) LOE(s): Mail the completed LOE (RegAF, Guard, and
Reserve) to AFPC/DPSIDEP. In cases where the servicing PERSCO team is not
collocated with the rater, the rater forwards the report to AFPC/DPSIDEP (or to the AF
Advisor if necessary). If in a location where there is no established system for mailing,
the ratee, rater, PERSCO or trusted agent is allowed to hand-carry the completed LOE
back to their home station. In this event, the PERSCO Team places the completed
LOE in a sealed envelope and pre-addressed to AFPC/DPSIDEP. In such cases, the
determination to allow the LOE to be hand-carried is made by the AFFOR/A1 and the
report must be in a sealed envelope pre- addressed to AFPC/DPSIDEP. Upon return
arrival to the home station, the carrier places the completed evaluation in the mail. The
address for AFPC/DPSIDEP is:
HQ AFPC/DPSIDEP
550 C Street West, Suite 7 Randolph
AFB TX 78150

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RATER (Deployed Commander LOE):


Defined as the immediate next-level commander in the rating chain who is equal in grade
or higher than the ratee.
Evaluate the ratee and provide assessment on the AF Form 77 upon the ratees
relinquishment of command.
Forward to the additional rater. The rater completes Section IV in accordance with paragraph
3.6.
ADDITIONAL RATER (Deployed Commander LOE): Defined as the raters rater at the
deployed location. Complete Section VI (Only make comments when the report is a referral or if
making a non-concur assessment).
RATEE (Deployed Commander LOE): Complete Section VII and when applicable Section
VIII.
ACQUISITION OR FUNCTIONAL EXAMINER/AIR FORCE ADVISOR (Deployed
Commander LOE):
1. When applicable, complete Section X.
2. The AF Advisor forwards the completed deployed Commander LOE to the PERSCO Team.
ARMS:
Transfer all deployed Commander LOE(s) to permanent storage.
DEPLOYED COMMANDERS LOE(s)
This guide consolidates and provides additional guidance in processing deployed commander
LOE(s), to include the use and provisions of the newly revised AF Form 77.
Deployed Commander LOE. The Chief of Staff of the Air Force (CSAF) initiative requires the
performance of all commanders, who are on G Series orders, serving in a squadron, group or
wing commander position in the deployed environment be documented and included in the
officers permanent record.
Effective Date and Implementation. For AEF Cycle 5, Pairs 1 and 2 an LOE is mandatory for
all deployed officers (AD, Guard, Reserve) through the grade of colonel serving as commanders
for 45 days or more in support of named operations.
Deployed Commander Defined. Deployed commanders are defined as officers who occupy
squadron, group, or wing commander positions, and are appointed by G-Series orders. This
policy does not grandfather officers who served in deployed commander positions prior to the
2004, AEF Cycle 5. NOTE: For officers who PCS to a deployed location as the squadron,
group, or wing commander, a LOE is not authorized as deployed officer receive an OPR.
Additionally, those deployed on a 365-day tour are not authorized a deployed CC LOE. Deployed
individuals receive an AF Form 707, Officer Performance Report, completed in accordance with
AFI36-2406, para 5.5.

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AF Form 77, Letter of Evaluation. The AF Form 77, Letter of Evaluation, is dated of 12 Feb
9.
Optional LOEs closing on and after the effective date must also be on the new version. All
deployed CC LOEs completed under this new policy must be completed on the new version of
the AF Form 77, effective with all LOEs with a close out date of 1 April 2009 and on.
Deployed Commander LOE Specifics. The AF Form 77 is a multi-purpose form with mandatory
areas required for deployed commanders. Processing of all other LOE(s) remains unchanged.
Mandatory Deployed Commander LOE. File in the Officer Selection Record for officers
through the grade of colonel deployed for 45 days or more in support of named operations and on
G-Series orders in a squadron, group, or wing commander position.
Optional Deployed Commander LOE. If a commanders position was filled for less than 45 days,
the LOE is optional and is not filed in the Officer Selection Record (OSR).
NOTE: A completed deployed Commander LOE does not restart the OPR clock regardless of
the TDY tour length; they are considered embedded reports. There is no minimum number of
days supervision required--the requirement is based upon the number of days the officer served
in the commander position (a minimum 45 consecutive days).
Referral Deployed Commander LOE. A negative assessment or negative comments make the
LOE a referral and require additional rater comments. If the evaluation is a referral, Section VIII
(reverse side of the form) is also completed. A minimum number of days is required (served in the
commander position or days of supervision) required for completion of a referral LOE. NOTE: A
non-concur does not necessarily make the report a referral. This LOE will be wet signed.
Evaluator Requirements. The AF Form 77 must be completed by two evaluators: the immediate
next-level commander in the rating chain (the rater) and the raters rater (the additional rater).
EXCEPTION: If the rater is a General Officer, the rater is considered a single evaluator (as
defined in AFI 36-2406) and an additional rater is not required, unless the LOE is a referral.
Digital Signature. Used only for Deployed Commander LOE(s). Digital signatures are used
except in the following cases: referral evaluations when at least one evaluator does not have a
common access card (CAC) or at least one evaluator does not have access to a CAC enabled
computer. In these cases the LOE(s) is printed and signed with wet (hand- signed) signatures.
Form Completion. A typed form is mandatory; however, if unable to be typed it may be
handwritten and must be completed NLT seven (7) calendar days after the ratee relinquishes
command. The objective is to ensure the LOE is completed before returning to the home station.
The From and Thru dates are determined by the date assumed/relinquished command.
Section IV, Comments/Impact on Mission Accomplishment. This section is prepared by the
deployed rater and the focus of the evaluation should be on the officers accomplishments and on
the officers leadership, team building, and problem solving abilities in completing the mission.

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Section VI, Additional Rater (Used only for Deployed Commander LOE(s)). The additional
rater places an X in the concur or non-concur box. No comments are made unless the additional
rater non-concurs or the report is a referral, see AFI 36-2406, paragraph 5.4.4.11.
Section VII, Ratees Acknowledgement (used only for Deployed CC LOEs). The ratees
signature is an acknowledgement only and does not constitute agreement or disagreement; the ratee
signs acknowledging receipt. Use digital signature unless the report is a referral or the capability is
unavailable. If the ratee is unavailable or refuses to sign use the drop down menu which includes:
Ratee Unavailable to Sign and Ratee Declined to Sign, to select the applicable action.
Section VIII, Referral Report. This section is for Deployed CC LOEs only. All other referral
LOE(s) must use the same procedures as outlined in AFI 36-2406. The AF Form 77 is designed to
include the Referral Memorandum directly on the form.
a. To complete Section VIII, enter the comments that specifically make the report a referral.
Additionally, enter the grade and name of the person to whom the ratee must submit
comments to (the referral reviewers name).
b. The ratee has 3 duty days, (30 calendar days for ANG/USAFR), to submit comments and a
rebuttal. All supporting documentation is limited to a total of 10 pages, (5 pages front and
back).
c. If the evaluator named in Section VIII, is the additional rater, Section VI is completed in
accordance with AFI 36-2406, paragraph 1.10.5.3.
Section IX, Referral Reviewer. Used only if the additional rater referred the evaluation or as
authorized by HQ AFPC/DPSIDE. When used place an X in two of the applicable boxes and
provide comments.
Section X. (Acquisition or Functional Examiner/Air Force Advisor Review). Used only as
applicable; comments are for clarification of Air Force policy only, do not use for additional
comments. When the evaluator on a deployed commander LOE is not an AF officer or a DAF
official, an AF Advisor (O-6 or above) is designated by the MAJCOM or Combatant/Component
Command. Comments are not mandatory and only required to provide clarification and ensure the
report is written in accordance with AF standards; not to list additional accomplishments/ voice
disagreement. If clarification comments are provided, the comments are limited to five lines. The
AF Advisor forwards the completed LOE to the PERSCO Team.
NOTE: LOE(s) are accepted directly from individual officers; however, the LOE is not processed
until the PERSCO Team/AFFOR A1 verifies the eligibility of the officer and approves the LOE. It
is suggested that the officer contact their PERSCO Team/AFFOR A1 to route the LOE through the
appropriate channels.

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Section M:
Evaluations Queries
16. EVALUATIONS QUERIES:
HQ AFPC, MAJCOMs and the MPS use evaluation queries to retrieve records by single, group or
multiple selections.
NOTE: Evaluations Queries will not be process through the vPC consult application.
ROLES AND RESPONSIBILITIES:
HQ AFPC, MAJCOMs and the MPS:
Use evaluation queries to retrieve records by single, group or multiple selections.
MILPDS NAVIGATION:
Select Reports and Retrievals, Folders and Evaluations Folder. Click the Open button or doubleclick the selection. The Evaluations Folder will appear.
MILPDS QUERY PROCEDURES:
Group Query:
1. Place the cursor in the Group Selection Option Primary Category field and click the List of
Values (LOV) button.
2. Select the query category and click the OK button.
3. If further query information is required, continue by placing the cursor in the 2nd, 3rd or 4th
category fields.
4. Select the appropriate category from the LOV, and click the OK button. Each category
field populates with the selected information.
5. Click the Find button. The Evaluations Folder populates with all records containing the
selected category(s).
Single Query:
1. Place the cursor in the Locate Individual Option Full Name field and type the member's Full
Name/SSN or partial Name/SSN followed by a percent sign (i.e., FON% or 123%) and press the
Enter key.
2. Select the name of the member from the list in the Name window and click the OK button.
3. Click the Find button. NOTE: The F11 and Ctrl+F11 functions cannot be performed in the
Full Name and SSN fields. The bottom portion of the Evaluations Folder populates with the
selected member's evaluation information.

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Multiple Queries:
1. Place the cursor in the first line of the Name column in the bottom of the folder.
2. Press the F11 function key to enter the query mode.
3. Type the general information to search (i.e., Partial SSN or Last Name) followed by the
percent sign and press the Ctrl+F11 function key to execute the query. NOTE: This query
format takes time to run; therefore, do not click any keys while waiting for a response. For a
more specific query, type any additional information in the appropriate field(s) and press the F8
function key. Only records with the requested information populate the bottom of the folder.
Products/Extract Information:
1. Click on the word Action located in the main menu followed by the word Export. The Export
Data window appears.
2. Click inside the circle with the name, To a text file (Tab-delimited).
3. Type the file name where the information is stored and click the Export button. A note
window appears stating, "Export files (file named used) created."
4. Click the OK button.
Transfer Information from a Text File to Microsoft Excel:
1. Open Microsoft Excel.
2. Click on the following words in the order provided: File, Open and C-drive.
3. In the C-drive, ensure Files of type (bottom of window) reflect All Files and double-click on
the file by the name Temp.
4. In the Temp file, ensure files of type (bottom of window) reflect All Files, and double-click
on the file name used to store the transferred information.
5. The Text Import Wizard window appears.
6. Click the Next button in the Step 1-3 and 2-3 windows. Before clicking the Finish button in
the Step 3-3 window, hold the Shift key on the keyboard down, drag the slide bar in the window
to the far right and click the Finish button; all the information transfers to Microsoft Excel.
7. Click on the word "Format" followed by the word "AutoFormat." With the word Simple
highlighted, click the OK button.
8. Save the update by clicking the Save button.
9. Close the window or application by clicking the "X" located in the top right corner of each
window.
OUTPUT PRODUCTS:
N/A

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Section N:
Evaluation Reports Appeals (Correcting and Appealing)
17. EVALUATION REPORTS AND APPEALS (CORRECTING AND APPEALING) FOR
REGAF:
RegAF Airmen seeking a correction to or removal of an evaluation report may initiate an appeal
to the Evaluation Reports Appeal Board (ERAB) through the virtual Military Personnel Flight
(vMPF); or their servicing MPS may request the Evaluation Appeals via the Case Management
System (CMS) as a Unit Generated Appeals case. Airmen may choose to apply to the board to
seek a correction or removal of performance reports, promotion recommendation forms, letters of
evaluation, training reports and retention recommendation forms for up to three years after the
document becomes a matter of official record.

Correct evaluation data in MilPDS by direction of the Air Force Board for Correction of
Military Records (AFBCMR) or the ERAB. AFI 36-2406, Chapter 10 provides instruction on
how to appeal or correct performance reports, Promotion Recommendation Forms (PRF),
Letter of Evaluation (LOE) sheets, all Training Reports (TR), Retention Recommendation
Forms (RRF) etc., after they become a matter of record

Members who intend to file an appeal should read AFI 36-2406, Attachment 1.
Complying with the guidelines outlined in the attachment does not guarantee a favorable
decision; however, not complying can cause the ERAB to delay its decision, return the
application without action or not have sufficient information to reach a fair and equitable
decision

The evaluation appeal module, located on the vMPF under Most Popular
Applications provides the means for members to submit an appeal to have an evaluation
report corrected or removed

Airmen may also request consideration for supplemental promotion through the
same application when appealing an evaluation. Airmen utilizing the self-service
module should complete the application, upload or fax supporting documents and route
the request electronically via the vMPF or the MPS via the CMS

Route requests for enlisted supplemental promotion consideration through the


squadron commander, prior to submitting the application to the HQ AFPC/DPSIDEP

Performance reports must be filed in the Officer Selection Records (Officer), Senior
NCO Selection Folders (MSgt-CMSgt), and the Automated Records Management System
(ARMS) before they can be appealed. Prior to being filed, performance report(s) are
working copies, which are subject to change by evaluators before becoming a matter of
record and therefore cannot be appealed

Once the report has been filed in a members record, the member can utilize the vMPF to
request the report be corrected or removed from the record. EXCEPTION: When the request
is initiated by someone other than the ratee or the ratee does not have access to the vMPF
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If an applicant does not have access to the vMPF/vPC and does not have access to his/her
servicing MPS/HR Specialist, the applicant must obtain HQ AFPC/DPSIDEP approval. If
approved, the applicant submits an AF Form 948, Application for Correction of Evaluation
Report, see AFI 36-2406, Table 10.6, for instructions. The AF Form 948 is authorized on a
case-by-case basis and only under extremely extenuating circumstances, (i.e., someone who is
in confinement and has absolutely no access to the vMPF). The Reserve evaluation corrections
and appeals are submitted through the vPC-GR to ARPC/DPBPE. Non-availability waiver
requests due to being out-of-the office, on leave or TDY will not be approved.

The members Unit/Group Level Human Resource (HR) Specialist or the MPS initiates a
case within CMS under the Unit Generated Appeals case, when processing a unit generated
appeal.

For more information, Airmen should review AFI 36-2406 or call the myPers - Total
Force Service Center (TFSC) at 1-800-525-0102 (Option 1, 1, 2); DSN 665-5000 or
Commercial at (210) 565-5000.
UNACCEPTABLE REQUESTS. The ERAB will not consider or approve the following types of
requests:
1. Void a report when the error or injustice can be corrected administratively.
2. Void a report while keeping attachments to that report.
3. Void an evaluator's section, while keeping comments or ratings of subsequent evaluators.
4. Void an evaluator's comments but keep the ratings (or vice versa).
5. Delete required information or add unauthorized information to a report.
6. Re-accomplish a report without the applicant providing the new report.
7. Change (except for deletions) an evaluator's ratings or comments if the evaluator does not
support the change. NOTE: When an evaluator supports changing the ratings, all subsequent
evaluators to include the commander on the Enlisted Performance Report (EPR) and the
Management Level Review Board President on Promotion Recommendation Forms, must also
agree to the changes.
DOCUMENTING AN APPEAL
1. Members must provide convincing documentation for appeal consideration; the willingness
of evaluators to change a report is not sufficient.
2. The member must offer clear evidence that the original evaluation was unjust or wrong.
3. Quality, not quantity of documentation is the issue. If the reason for including a particular
item of evidence is not obvious, the member must explain why it is attached to the application or
what the evidence proves.
Do not submit general documents i.e., letters of appreciation, character reference statements,
nonspecific inspection reports, etc.
SUPPORT STATEMENTS
1. The most effective evidence consists of wet-signed statements from the evaluators, who
signed the report.
2. Supporting statements must include dates and wet-signatures and must contain information
specifically related to the period of time and issues involved in the application.

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3. When information is not firsthand, the author must identify the source. Such statements
should include the following:
Cite important facts or circumstances that were unknown when the evaluators signed
the Report
Detail the error or injustice
Explain how and when the error or injustice was discovered
Include the correct information.
Relate to the contested reporting period
Address the allegations and substantially challenge or disprove comments or ratings in
the report
Figure 8. Evaluation Report Corrections/Appeals Flowchart. This flowchart outlines the
evaluation report correction/appeals process.

Evaluation Report Correction / Appeals

1 of 2
Applicable to: RegAF

7.
Correct and distribute
the report

6.
Is correction
minor?

YES

AFPC

NO
NO
NOTE: If there is a requirement
for a formal application, initiate an
Evaluation Appeal in vMPF

MEMBER/MPS/CSS UNIT
COMMANDER

NO

1.
Member/MPS/CSS
Discover error/injustice
and initiate an
evaluation appeal an
evaluation appeal in
vMPF

5.
Receive
and review
request
(CMS)

8.
Return the request to the
member for additional
documentation or
justification

NO
2.
Member
Request
supplemental
Promotion?

3.
Enlisted?

YES

4.
Unit Commander
Receive appeal in CMS,
make promotion
recommendation and
forward to AFPC

YES
NOTE: When someone other
than the ratee finds an error,
submit an appeal

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10.
DPSIDEP

2 of 2
12.
DPSIDEP

11.

processing

MPS/MEMBER

AFPC/DPSIDEP. BOARD
PRESIDENT or BOARD

Evaluation Report Correction / Appeals

9.

13.
Member/MPS

Table 8. Evaluation Report Corrections/Appeals Step-by-Step. This table provides the detailed
steps of the process.

STEP

ACTION
OWNER

Member/MPS/CSS

NARRATIVE
Discover Error and Initiate Evaluation Appeal. Receive
evaluation and determine an error/injustice occurred. Review
ERAB guidance from the Evaluations web page; call
AFPC/DPSIDEP Evaluation Policy & Procedures at
Commercial (210) 565-2571 or call the TFSC at DSN 6655000. Initiate an evaluation appeal with supporting documents
in vMPF. If unable to input attachments, fax supporting
documents to the AFPC at DSN 665-2326 or mail supporting
documents to:
AFPC/DPSIDEP
ATTN: ERAB
550 C Street West, Suite 7
Randolph AFB, TX 78150-4709
NOTE 1: If the vMPF drop down menu does not list the proper
agency, select Agency not found and follow the on-screen

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Member

Member

Commander/
MPS

5&6

AFPC/DPSIDEP

AFPC/DPSIDEP

AFPC/DPSIDEP

Member/MPS

10

AFPC/DPSIDEP
& AFRC

11

AFPC/DPSIDEP
(Board President)

12 & 13

AFPC/DPSIDEP
&
Member

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instructions to submit the application with supporting


documentation.
NOTE 2: If someone other than the member discovers an error
in an evaluation report, the individual(s) identifying the
discrepancy may submit an appeal in accordance with AFI 362406. Do not submit request in vMPF. Submit the request via
CMS with HR TYPE: PPA Unit Generated Evaluation
Appeal.
To RESUBMIT or WITHDRAW an Evaluation Appeal in
vMPF, select Evaluation Appeal, Evaluation Appeal List, action
category, action folder, then select Resubmit or Withdraw.
Request Supplemental Promotion? If requesting supplemental
promotion consideration, GO TO STEP 3. If No, GO TO
STEP 5. NOTE: If there is a requirement for a formal
application, initiate an Evaluation Appeal in vMPF.
Is Member Enlisted? If Yes, submit appeal package to the
commander via the vMPF and GO TO STEP 4. If No, submit
the request directly to AFPC and GO TO STEP 5.
Receive Appeal. Review the appeal in CMS, make promotion
recommendation, attach any required documentation and refer
to AFPC. NOTE: Only squadron commanders may coordinate
on enlisted ERAB Special Selection Board (SSB) requests. The
MPS monitors CMS for enlisted ERAB SSB cases and notifies
the commander of pending requests.
Is Correction Minor? Receive and review the appeal request
and determine if the correction is minor. Yes, the correction is
minor, GO TO STEP 7. No, the correction is not minor, GO
TO STEP 8. NOTE: Digitally signed evaluations cannot be
corrected as a minor correction. The evaluation must be
processed through the entire appeals process.
Provide Direction: Correct and distribute the report in
accordance with AFI 36-2406. Process ends.
Return Request To Member? Return the request to the
member for additional documentation or justification.
Receive the request and return to AFPC/DPSIDEP with
applicable documents/ justification, see STEP 1.
Receive and Review Application. Receive the request, prepare
board documents, provide a request summary, case analysis,
case files and assign/distribute the case to board members.
Make Appeal Decision & Return Case File. Approve/
disapprove the appeal request, document the decision and return
the case file to DPSIDEP for processing.
Forward Decision Memorandum & Update. Attach/ forward
the decision memorandum and corrected reports, (if applicable)
to the member and appropriate offices; update correction in
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mail to the member with the administrative correction decision


and the corrected report (if applicable), to the records custodian
for inclusion in the members ARMS record.
2. For Enlisted and Officers: CMS sends an e-mail to the
member with the denial decision.
3. In cases where the CMS does not send an automatic e-mail
to the member, the member can check the status of the case in
vMPF/CMS.
ROLES AND RESPONSIBILITIES:
HQ AFPC/DPSIDEP:
Manage the overall evaluation correction program
Administer the ERAB board, coordinate in CMS, notify the member and record
custodians of final decision
Forward requests for supplemental promotion to appropriate the OPR
Update MilPDS Enlisted and Officer Evaluations with corrections
Conduct the majority of the former base-level transactional work
Counsel members applying for evaluation correction or appeal
Manage application from submission through approval/disapproval to completed action
Review case files to determine if requested corrections are minor or if a formal
application by the member is required
Process minor corrections requests
Make corrections to electronic records stored in ARMS
Update minor corrections in MilPDS
Provide status of case files upon request
Provide a cadre of specialists to act as liaisons for, and provide guidance to, base-level
Commanders, MPS personnel and members
PHYSICAL RECORDS CUSTODIAN (ARMS/MAJCOM):
Receive and file corrected reports.
Make minor corrections IAW AFI 36-2406
MPS:
Retain an advisory role for the ERAB process
Conduct initial training with commanders for the redesigned ERAB process
Process ERAB requests via the CMS to HQ AFPC/DPSIDEP
Monitor CMS for enlisted ERAB SSB cases and notify commander of pending requests
NOTE: Only squadron commanders may coordinate on enlisted ERAB SSB requests.
SQUADRON COMMANDER - Enlisted ERAB Supplemental Promotion Consideration
Only:
Make a supplemental promotion recommendation and attach any required documentation
The commander must complete the endorsement on Personnel Processing Application
(PPA) by using the HR Review button in CMS; by submitting a statement for
application submitted by someone other than the ratee; or by signing the AF Form 948
when the applicant does not have access to the vMPF/vPC or MPS/HR Specialist
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The commander must indicate concurrence or non-concurrence and provide an


explanation for non-concurrence
Refer a supplemental promotion recommendation to HQ AFPC/DPSIDEP via CMS
NOTE: A step-by-step CMS training tool for commanders is available on the Training Tools
website.
On the Training Tools web page, click on the Commander CMS Training Tools link.
The first page of the next document includes a link to the Supplemental Promotion application
coord in conjunction with Evaluation Appeal and contains screenshots and instructions
Maintain CMS access. NOTE: to obtain a password coordinate through the base
CMS Manager to retrieve a password in accordance with MPFM 06-85 Dated 20
November 06
MEMBER
File an appeal to correct or remove an evaluation report from the record, if the report is
Incorrect or unjust
Utilize the vMPF to submit a request for a formal appeal to the AFPC with supporting
documents. Visit the Evaluations web page for guidance
Monitor application status in vMPF, under the Evaluation Appeal List and print (if desired)
upon receipt of final decision. For questions, call the TFSC at Commercial (210) 565-5000, or
DSN 665-5000
Ensure no rule in AFI 36-2406 prohibits the appeal request
Submit the appeal within 3 years following the date the report became a matter of record. If
the exact date the report became a matter of record is unknown, add 2 months to the date the
final evaluator signed the report. If the report is more than 3 years old, request a time-limit
waiver in the application remarks section
The request should be stated in a clear and concise manner with supporting documentation.
Submit original documents or certified copies. EXCEPTION: Copies of evaluation reports,
Unfavorable Information File (UIF) summaries, etc., do not need to be certified
Use the original documentation whenever possible; if submitting a copy and ensure it is
legible
Provide originals or certified copies on the original version of the form and with original
signatures when requesting substitution of a previously wet-signed report
Scan/fax proposed substitute report and mail original, if wet-signed
All digital signed reports must be sent electronically as an Extensible Forms Description
Language (.xfdl) file
MilPDS NAVIGATION:
Select DPP-Personnel Programs, Evaluations, and Enlisted or Officer Evaluations. Click the Open
button or double-click each selection. The Enlisted or Officer Personnel window appears.
MilPDS UPDATE PROCEDURES:
1. Press the F11 function key to enter the query mode. Type the member's SSN (000-00-0000)
in the SSN field or partial last name followed by a percent sign or full name (i.e., SMITH,
ROBERT A.) in the Full Name field and press the Ctrl+F11 function key to execute the query.
The Enlisted or Officer Personnel window populates with the member's current information.
2. Click the Enlisted or Officer Evaluation button. The Enlisted or Officer Evaluation window
appears.
3. Move the cursor down in the Details field, and select the record to be corrected. The Extra
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Person Information window appears.


STEPS 4 & 5 are updated by AFPC/DPSIDEP only
Update all fields requiring a change directed by the Board (e.g. Close Date, Rating, etc.) by
either typing the information or clicking the List of Values (LOV) button and selecting the
appropriate value.
If voiding a report, update these fields: Rating for Enlisted or Perf Indicator for Officers
Both the Rating and Perf Indicator should be updated as an X.
Click the OK button and save the information by clicking the save button.
Close the window or application by clicking the X located in the top right corner of each
window.
OUTPUT PRODUCTS: TR Notice N0572 is only produced if:
1. The ARMS OPR close date is different from the the close date on the closed or projected
OPR they are updating.
2. The member's date arrive station (DAS) is different from the supervision begin date.

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Section O:
Narrative Only Promotion Recommendation Form (PRF) Update
18. NARRATIVE ONLY PROMOTION RECOMMENDAITON FORM (PRF) UPDATE
PROCESS:
Updating Narrative Only PRFs in MilPDS ensures all AF-Level Students have a Narrative Only
PRF on file at AFPC prior to a PCS move to an AF-Level School, and provides performancebased information to assist central selection boards for AF-Level Students.
ROLES AND RESPONSIBILITIES:
Military Personnel Section (MPS) Officer Promotions:
Update a code in MilPDS identifying the Narrative Only PRF was forwarded to AFPC for
processing
HQ Air Force Personnel Center (AFPC) DPPPEB:
Monitor completion of the Narrative Only PRF
Update the code once received and assists the field in update applications
NAVIGATION:
1. Military Personnel Section (MPS): Select Customer Support, Career Enhancements,
Promotions and Testing and Officer Grade Information. Click the Open button or double-click
the selection. The Officer Records window appears.
2. AFPC/DPPPEB: Select Personnel Programs, Promotions, and Officer Grade Information.
Click the Open button or double-click the selection. The Officer Records window appears.
UPDATE PROCEDURES:
1. This is completed by the MPS prior to mailing the Narrative PRF
a. Press the F7 function key to enter the query mode. Type the member's SSN (000-00-0000)
in the SSN field, or partial last name followed by a percent sign, or the full name in the Full
Name field and press the F8 function key to execute. The Officer Records window populates
with the member's information.
b. Click the Grade Info button. The Extra Assignment Information window appears.
c. Click to the left of Grad Misc.
d. Click in the Details field being updated. The Further Assignment Information window
appears.
e. Update the Narrative PRF Flag with a code "B." NOTE: The MPS can only update code
"B". This code identifies the Narrative Only PRF has been forwarded to AFPC for
processing.
f. Update the Narrative PRF Date with the date the PRF was received and forwarded by the
MPS officer promotions technician to AFPC.
g. Save the update by clicking the save button.
h. Close the window or application by clicking the "X" located in the top right comer of each
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window.
2. This is updated by AFPC/DPPPEB upon receipt of the Narrative PRF
a. Press the F7 function key to enter the query mode. Type the member's SSN (000-00-0000) in
the SSN field, or partial last name followed by a percent sign, or the full name in the Full Name
field and press the F8 function key to execute the query. The Officer Records window populates
with the member's current information.
b. Click the Grade Info button. The Extra Assignment Information window appears. Click to
the left of Grad Misc. Click in the Details field being updated. The Further Assignment
Information appears.
c. Update the Narrative Flag with a code "C". This code identifies the Narrative Only
PRF has been received and processed by AFPC.
d. Update the Narrative PRF Date with the date the PRF was received at AFPC.
e. Save the update by clicking the save button.
f. Close the window or application by clicking the "X" located in the top right comer of each
window.

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Section P:
Process Officer and Enlisted Performance and Training Reports
19. PROCESS OFFICER AND ENLSITED PERFORMANCE AND TRAINING REPORTS:
Evaluations document an individuals performance, promotion, and special
duty assignment considerations. Timely, accurate processing of SMSgt and below Performance
Reports (EPR), Officer Performance Reports (OPR) and Officer Training Reports (TR) is critical
to ensure personnel managers are provided with current information.
NOTE: With the implementation of static close out dates for enlisted Evaluations and Training
Reports are no longer authorized.
Figure 9. Process Officer and Enlisted Performance and Training Reports Flowchart. This
flowchart outlines the process.

Process EPR/OPR and Training Reports (TR)

MPS/CSS

Unit Commander/
First Sergeant

AFPC/DPSIDEP
ARMS

Applicable to: RegAF


9.
ARMS
Receive
and file the
report

3.
CC/First
Sergeant
(EPRs only)
Conduct
review

1.
Receive
and review
EPR/OPR
notice

4.
Does report close out
at unit Level?

2.
Distribute EPR/OPR
notice, suspense
and monitor for
return

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8.
AFPC/DPSIDEP
Receive, review and
forward the report
to ARMS

6.
Forward EPR/OPR to
subsequent evaluator for
comments and signature

5.
Receive and review the
EPR/OPR/TR for accuracy
and return for
correctness as necessary

7.
Conduct quality
review, update
MilPDS and forward to
AFPC for further
distribution

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Table 9. Process Officer and Enlisted Performance and Training Reports Step-by-Step. This table
provides the detailed steps of the process.

STEP

ACTION
OWNER

MPS/CSS

MPS/CSS

Unit Commander/
First Sergeant

Unit Commander/
First Sergeant

MPS/CSS

6
7

Unit Commander/
First Sergeant
MPS/CSS

AFPC/DPSIDEP

ARMS

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NARRATIVE
Receive EPR/OPR Notice. Receive the EPR/OPR notice
from MilPDS, review for accuracy.
Suspense and Distribute. Suspense and distribute the
EPR/OPR notice to the rater. Monitor the suspense in
compliance with AFI 36-2406 and local procedures.
First Sergeant (EPR only) and Commander Review. Ensure
reports are accurate and technically correct. Forward to the
Does the Report Close Out at Unit Level? If Yes, GO TO STEP
5. If No, GO TO STEP 6.
Receive Report (EPR/OPR/TR). Receive the report, review it
for accuracy/completeness and return for corrections, as
applicable. GO TO STEP 7.
Forward Report. Forward the report to the subsequent
evaluator for comments and signature. GO TO STEP 5.
Review, Update, and Forward. Conduct a quality review,
update MilPDS and forward the digitally signed reports to
AFPC via CMS for further distribution in accordance with AFI
36-2406. NOTE: The School House mails the original TR(s)
to AFPC and forwards a copy to the MPS for update. The copy
can be sent to the MPS by scanning/emailing or hard copy
mailed.
Receive Report. Review for accuracy/completeness and return
for corrections, as applicable.
Receive and File. Receive the report and file in the
members record.

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ROLES AND RESPONSIBILITIES:


MPS (Force Management)
Send performance report notices to the rater and establish a suspense. NOTES:
o Completed EPR(s) and OPR(s) are due no later than 30 days after the closeout date
to the MPS and to AFPC/ARPC no later than 45 days after the closeout date, to
ensure placement in the records NLT 60 days after the close-out date
o Completed evaluations referred to the ratee IAW paragraph 1.10 will be filed in the
appropriate record and/or placed into ARMS NLT 70 days for active duty
personnel and 90 days for non-EAD personnel, after the close-out date of the
evaluation
EPR(s) and OPR(s) directed by HQ USAF; see AFI 36-2406, paragraph 1.4.2.4
Provide technical assistance to commanders and evaluators
Perform an administrative review of all evaluation reports, return for correction/completion. As a
minimum, ensure:
o Applicable blocks are marked, dated and digitally signed.
o Ratee identification and job description sections contain accurate information.
o Proofread for proper spelling, grammar, and bullet structure.
o Reports do not contain inappropriate comments or recommendations (stratifications/ fitness, etc.)
o Proper referral of reports in accordance with AFI 36-2406, para 1.10.

Update evaluations into MilPDS and distribute in accordance with AFI 36-2406, Tables 3.5,
and 3.9. See Section Q for MilPDS update instructions
Forward evaluations to AFPC or ARPC, as appropriate, utilizing the Evaluation HR Case
Type in the Case Management System (CMS). See Attachment 3 for CMS instructions
Continue monitoring Commander CMS access, assist with verification and retrieval of the
record of performance (ROP) documentation and assist Senior Raters with retrieval of required
ROP(s) for promotion, school, etc. via ARMS

RATER/EVALUATOR: Review the members fitness status, unfavorable information file (UIF),
if applicable, evaluate the member, complete the report and forward to the Unit Commander by the
suspense date. Review the Time in Grade (TIG) Senior Rater Eligibility Charts on the Evaluations
website on myPers, (N/A for reservist). Apply the same rules as the EPR or OPR. NOTE: See
Attachment 2 for additional Rater/Evaluator information and Attachment 4 for Performance
Assessment Ratings.
AFPC/DPSIDEP:
Receive evaluations
Conduct review in accordance with AFI 36-2406 and return reports to the unit for
corrections, as necessary
Forward reports to ARMS
FIRST SERGEANT:
Review all enlisted reports
UNIT COMMANDER:
Review, mark concur or non-concur and sign enlisted report(s). NOTE: If non-concur, an AF
Form 77 must be attached.
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Section Q:
MilPDS Evaluation Update Procedures Total Force
20. MILPDS EVALUATIONS UPDATE PROCEDURES FOR TOTAL FORCE:
Evaluation Performance Report (EPR/OPR/TR) Updates. Updating EPR(s)/OPR(s)/TR(s)
and LOE(s) in MilPDS provides the officer Central Selection Board (CSB), management level
review (MLR) board, senior raters, the senior NCO evaluation boards, the Weighted Airman
Promotion System (WAPS), assignment functional managers and other personnel managers
complete information to assist in identifying the best qualified personnel. Additionally, these
updates provide a long-term record of performance used in making personnel management
decisions.
ROLES AND RESPONSIBILITIES:
MPS:
Update projections for EPR(s) and OPR(s) to include initial, annual, change of reporting
officials (CRO), Directed by HQ Air Force (HAF) and Directed by Commander reports
Monitor, project and update completed EPR(s), OPR(s), TR(s) and the Enlisted AF Form 77
(for gaps in service); correct erroneous EPR ratings and closeout dates and delete erroneous
EPR(s)
AFPC/ARPC:
Assist field activities in Evaluation update applications
MilPDS NAVIGATION:
Active Duty MPS, Air Force Reserve and Air National Guard Military Personnel Section
(MPS): Open MilPDS and select Customer Support, Career Enhancements, Evaluations and
Enlisted or Officer Evaluations. Click the Open button or double-click each selection. The
Enlisted or Officer Personnel window appears.
HQ AFPC, HQ ARPC, HQ AFRC, and HQ ANGRC: Select DPP-Personnel Programs,
Evaluations and Enlisted or Officer Evaluations. Click the Open button or double-click each
selection. The Enlisted or Officer Personnel window appears.
1. Press F11 function key to enter the query mode. Type the member's SSN (000-00-0000) in
the SSN field or partial last name followed by a percent sign or full name (i.e., SMITH,
ROBERT A.) in the Full Name field and press the Ctrl+F11 function key to execute the query.
The Enlisted or Officer Personnel window populates with the member's current information.
2. Click the Enlisted or Officer Evaluation button. The Enlisted or Officer Evaluation window
appears.

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MILPDS UPDATE PROCEDURES (Update an EPR). Completed by the RegAF active duty
MPS the Air Force Reserve and the Air National Guard MPS upon receipt of a completed EPR.
NOTE: Accomplish updates with a close out date prior to the effective date on the previous editions of
the forms.
1. Move the cursor down and click in the Details field of the report being updated. Do not
update another line--update the already projected report. The Extra Person Information window
appears.
2. Update the following fields by either typing the information or clicking the List of
Values (LOV) button and selecting the appropriate value from the list. Type, Status,
Reason, Rating, Endorser Position, Senior Rater ID, Start Date, Close Date, Rater,
EPR/OPR Susp Ind, Proj EPR/OPR Ind, PFW RIP Ind:
Type: EPR
Status: CLOS
Reason: Ensure the reason matches Block 9 of the report
Rating: Input the rating in Section IV of the report. NOTE: If the ratings differ,
input the rating provided by the highest-ranking evaluator
Endorser Position: Only pertains to SNCO reports. Input the information provided
in Section VIII of the report
Senior Rater ID: Input the information provided in block 6b of the report
Start Date and Close Date: Input the information provided in block 7 of the report
Rater: Information should match the report
EPR/OPR Susp Ind, Proj EPR/OPR Ind, and PFW RIP Ind: should be blank
3.

Click OK to save the information.

MILPDS UPDATE PROCEDURES (Update an OPR). Completed by the RegAF active duty
MPS the Air Force Reserve and the Air National Guard MPS upon receipt of a completed OPR.
1. Move the cursor down and click in the Details field of the report being updated. Do not
update another line--update the already projected report. The Extra Person Information
window appears.
2. Update the following fields by either typing the information or clicking the List of Values
(LOV) button and selecting the appropriate value from the list. Type, Status, Reason, Start
Date, Close Date, Perf Ind, History Control OPR, OPR Grade, OPR DAFSC, Rater,
EPR/OPR Susp Ind, Proj EPR/OPR Ind, PFW RIP Ind:
Type: OPR
Status: CLOS
Reason: Ensure the reason matches Block 7 of the report. NOTE: Annual reports
will cover a minimum of a 12-month period (minus 1 day)
Start Date and Close Date: Input the information provided in block 7 of the report
Perf Indicator: Y (use LOV for other indicators)
History Control OPR: E (use LOV for other indicators).
OPR Grade: Input the information in Block 3 of the report
OPR DAFSC: Input the information in Block 4 of the repor
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Rater: information should match the repo


EPR/OPR Susp Ind, Proj EPR/OPR Ind, and PFW RIP Ind: should be blank

3. Click OK to save the information.


MILPDS FORCED DISTRIBUTING RATER (FDR) UPDATE PROCEDURES (Update
FDR For AF Form 911) - Completed by the RegAF active duty MPS, the AFR and the ANG
MPS upon receipt of a completed EPR. NOTE: Accomplish updates with a closeout date prior to
the effective date on the previous editions of the forms
1. Move the cursor down and click in the Details field of the report being updated. Do not
update another line--update the already projected report. The Extra Person Information
window appears.
2. Update the following fields by either typing the information or clicking the List of Values
(LOV) button and selecting the appropriate value from the list. Type, Status, Reason,
Rating, Endorser Position, Senior Rater ID, Start Date, Close Date, Rater, EPR/OPR Susp
Ind, Proj EPR/OPR Ind, PFW RIP Ind:
Type: FDR
Status: CLOS
Reason: Ensure the reason matches Block 11 of the report.
Rating: Input the FDR rating in Section V of the report. NOTE: If the ratings
differ, input the rating provided by the highest-ranking evaluator.
Final Evaluator Position: Only pertains to SMSgt, MSgts, and members
who are projected for these grades. Input the information provided in
Section IX of the report.
Senior Rater ID: Input the information provided in block 7 of the report.
Sr Rater Stratification: Input the information provided in Section IX of the report. For
MSgt and MSgt(s) evaluations ONLY, update A for the top 10% designated by the
unit commander. For SMSgt and SMSgt(s) evaluations ONLY, update B for the
top 20% designated by the unit commander. Update C for all others SNCO with in
the unit
Start Date and Close Date: Input the information provided in block 8 of the report.
Rater: Information should match the report.
EPR/OPR Susp Ind, Proj EPR/OPR Ind, and PFW RIP Ind: should be blank.
3. Click OK to save the information.

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Update an Enlisted Transaction Register (TR). Upon receipt of the TR from the schoolhouse,
this is completed by the RegAF active duty MPS, the Air Force Reserve and the Air National
Guard MPS.
1.
Move the cursor down and click in the Details field of the report being updated. Do not
update another line--update the already projected report. The Extra Person Information
window appears.
2.
Update the following fields by either typing the information or clicking the List of
Values (LOV) button and selecting the appropriate value from the list. Type, Status,
Reason, Start Date, Close Date, Rater, EPR/OPR Susp Ind, Proj EPR/OPR Ind, PFW
RIP Ind.
Type: EPR
Status: CLOS
Reason: Ensure the reason matches Block 8 of the report
Reasons are as follows: A - Annual, E - Directed, J - Final, K - Biennial
Rating: N not rated
Endorser Position D - lower level due as no senior rater is assigned for members
in student level status (SrNCO)
Start Date and Close Date: Input the information provided in block 6 of the
report. Ensure the start date flows with the last closed report
EPR/OPR Susp Ind, Proj EPR/OPR Ind, and PFW RIP Ind: should be blank
3.

Click OK to save the information.

NOTE: Once the MPS has updated MilPDS, appropriately dispose of the copy in
accordance with local procedures. This is an update to the current policy due to
numerous TR(s) not being updated and making the members record incomplete.

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Update an Officer TR. Upon receipt of the TR from the schoolhouse, this is completed by
the RegAF active duty MPS, the Air Force Reserve and the Air National Guard MPS.
Move the cursor down and click in the Details field of the report being updated. Update the
already projected report or add a new report if applicable. The Extra
1.

Person Information window appears.

2.
Update the following fields by either typing the information or clicking the List
of Values (LOV) button and selecting the appropriate value from the list. Type, Status,
Reason, Start Date, Close Date, Perf Indicator, History Control OPR, OPR Grade, OPR
DAFSC, Course
EPR/OPR Susp Ind, Proj EPR/OPR Ind, and PFW RIP Ind: should be blank
3. Click OK to save the information..
Inserting a Report. Completed by the MPS, HQ AFPC and HQ ARPC. Inserting a report is
only required when a valid completed report is received, but was not projected.

1. Click in the Details field above the line where the new EPR, OPR or TR is being
inserted and click the Green Plus (+) button located on the toolbar.
2. Click in the new Details field to receive the Extra Person Information window.
Update all required fields by typing the information or clicking the LOV button and
selecting the appropriate value from the list. (See above for specific items.)
3. Click OK to save the information.
Deleting/Correcting an Erroneous Report. Completed by the MPS, HQ AFPC, and
HQ ARPC.

1.

Deleting:
1. A report should only be deleted if the information in MILPDS is found to be inaccurate
and no report was accomplished for that specific period. However, if a report was
accomplished and information in MILPDS is inaccurate, correct the record.
2. To delete a record, click in the Details field selecting the evaluation being deleted
and click the Red X button located on the toolbar. A decision window appears.
3. Click the OK button and save the update by clicking the Save button.
Correcting:
1. Click in the Details field selecting the evaluation to be corrected.
2. Update all fields requiring correcting by typing the information or by clicking the
LOV button and selecting the appropriate value from the list. (See above for specific
items.)
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3. Click OK to save the information.


Update an AF Form 77 for Break in Service - An AF Form 77 on enlisted personnel
can be updated by the MPS and an AF Form on officer personnel are updated by HQ
AFPC or HQ ARPC.

1. Move the cursor down and click in the Details field. Choose the projected report
covering the period of gap or add a new record. The Extra Person Information window
appears.
2. Update the following fields by either typing the information or clicking the List
of Values (LOV) button and selecting the appropriate value from the list. Type,
Status, Reason, Rating, Perf Indicator, History Control Code, Start Date, Close
Date, Rater:
Type: EPR/OPR (Do not update as LOE)
Status: CLOS
Reason: Leave Blank for Enlisted or Annual for Officers
(Enlisted Only) Rating: P not rated
(Officer Only) Perf Indicator: P
(Officer Only) History Control Code: E
Start Date and Close Date: Dates are in accordance with AFI 36-2406
3. Click OK to save the information.
Update AF Form 77 For Deployed Commander LOE(s) - Can only be updated by HQ AFPC,
HQ ARPC, and HQ/AF.
1. Move the cursor down into the Details field and add a new record. The Extra Person
Information window appears.
2. Update the following fields by either typing the information or clicking the List of Values
(LOV) button and selecting the appropriate value from the list. Type, Status, Reason, Start Date,
Close Date, Perf Indicator, History Control OPR, OPR Grade, OPR DAFSC:
Type: LOE
Status: CLOS
Reason: B Mandatory LOE
Start Date and Close Date: Input the information provided on the report
Perf Indicator: Y Meets Standard or N Does Not Meets Standard
History Control OPR: S Squadron CC or G Group CC or W Wing CC
3. Click OK to save the information.

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Understanding Officer Performance Indicators. The MPS can update these codes. The codes
are comprised of the Perf Indicator and History Control OPR fields in MilPDS. The following
codes may be annotated next to an Officers OPR information:

YE Meets Standard OPR


NE Does Not Meet Standard OPR or TR of 20 weeks or more (Referral Report)
TF Meets Standard 19 week or less TR
TE Meets Standard 20 week or more TR
NF Does Not Meet Standard TR or 19 weeks or less
PE Missing report due to break in service
XE Report voided by ERAB/AFBCMR
YG Meets Standard Deployed Group/CC
NG Does Not Meet Standard Deployed Group/CC
YS Meets Standard Deployed Squadron/CC
NS Does Not Meet Standard Deployed Squadron/CC
YW Meets Standard Deployed Wing/CC
NW Does Not Meet Standard Deployed Wing/CC

Civilian or other Military Component Rater/Supervisor Update Procedures. Utilize this


application to update a military member's rater/supervisor data on all active duty officers with a
civilian or other military component supervisor.

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NAVIGATION (MilPDS): (RegAF active duty MPS, AFR and ANG MPS) - Access MilPDS and
select Customer Support, Career Enhancements, Evaluations, and Enlisted or Officer Evaluations.
Click the Open button or double-click each selection. The Enlisted or Officer Personnel window
appears.
MilPDS UPDATE PROCEDURES:
1. Press the F11 function key to enter the query mode. Type the members SSN (000-00-0000) in
the SSN field or partial last name followed by a percent sign or full name (i.e., SMITH, ROBERT A)
in the Full Name field and press the Ctrl+F11 function key to execute the query. The Enlisted or
Officer Personnel window populates with the members current information.
2. Click the Enlisted or Officer Evaluation button. The Enlisted or Officer Evaluation window
appears.
3. Click to the left of Enlisted or Officer Evaluations. Move the cursor down and click in the
Details field of the projected row (OPR.PROJ or EPR.PROJ). The Extra Person Information
window appears.
4. Scroll down to the Rater field.
5. Verify the information in the Rater field is correct. (If the rater is a civilian or other military
component, the rater field contains Grade and Last Name. If the rater is AF military, the rater
field contains the SSAN of the rater.) NOTE: If not, proceed to Item 15 below.
6. If correct and the rater is a civilian or other military component, scroll down to the Supervisor
Status field, place cursor in the field, click the LOV button, and select the supervisors status.
7. Cursor moves to Supervisor Grade field, click the LOV button, and select the grade of the
supervisor.
8. Cursor moves to the Supervisor Last Name field; enter the supervisors last name in all caps.
9. Place cursor in the Supervisor First Name field; enter the supervisors first name in all caps.
10. Place the cursor in the Supervisor SSAN field and enter the supervisors SSAN or Foreign
National Identification Number.
11. Select OK.
12. Save the update by clicking the Save button.
13. Select OK.
14. Close the window or application by clicking the X located in the top right corner of each
window.
15. If the rater information is incorrect, enter the correct information in the Rater field. NOTE: Do
Not Enter the SSAN in the Rater field if the rater is a civilian or other military component. Enter the
Grade and Last Name only for these raters. The SSAN is updated in the Rater field only for Air
Force military raters). NOTE: ONLY THE RATER FIELD SHOULD BE UPDATED
DURING THIS STEP. The Rater data field must be updated and saved before attempting to
update supervisor data fields.
16. Select OK.
17. Save the update by clicking the Save button.
18. A message appears stating, The rater has been updated. The supervisor data has been
cleared. The supervisor data needs to be updated. Select OK.
19. The system confirms the transaction is applied and saved. Select OK.
20. Close the window or application by clicking the X located in the top right corner of each
window.
21. Click the Enlisted or Officer Evaluation button. The Enlisted or Officer Evaluation window
appears.

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22. Click to the left of Enlisted or Officer Evaluations. Move the cursor down and click in the
Details field of the projected row (OPR.PROJ or EPR.PROJ). The Extra Person Information
window appears.
23. Scroll down to the Supervisor Status field, place the cursor in the Supervisor Status field,
click the LOV button and select the supervisors status.
24. The cursor moves to the Supervisor Grade field, click the LOV button and select the grade of
the supervisor.
25. The cursor moves to the Supervisor Last Name field enter the supervisors last name using all
capitol letters (ALL CAPS).
26. Place the cursor in the Supervisor First Name field and enter the supervisors first name in ALL
CAPS.
27. Place the cursor in the Supervisor SSAN (000-00-0000) field and enter the supervisors SSAN.
28. Select OK.
29. Save the update by clicking the Save button.
30. Select OK.
31. Close the window or application by clicking the X located in the top right corner of each
window.
SUPERVISOR DATA FIELDS UPDATE PROCEDURES. The MPS is required to update the
Supervisor Data Fields (Supervisor Status, Supervisor Grade, Supervisor Last Name, Supervisor
First Name, and Supervisor SSAN) in the new projected row after an annual report is closed.
NOTE: The below procedures do not apply to a closed out CRO report:
For Military Supervisors: Update only the projected rater and projected effective date for
Air Force military supervisors. If the previous rater has 120 days or more supervision, change
the EPR/OPR Susp Ind to "C" and adjust the closeout date.
For Civilian or Sister/Foreign Service Supervisors: Complete two updates for
supervisors who are Civilian or Sister/Foreign Service as reflected in the Civilian or other
Military Component Rater/Supervisor update Procedures Section, of this Guide. If the
previous rater has 120 days or more supervision, change the EPR/OPR Susp Ind to "C" and
adjust the closeout date.
1. After updating and saving a closed out annual report only, close the Enlisted or Officer
Evaluations window by clicking the X located in the top right corner of the window.
2. Re-enter the application by clicking the Enlisted or Officer Evaluations button.
3. Click to the left of Enlisted or Officer Evaluations. Move the cursor down and click in the
Details field of the row previously closed, and note the information in the Supervisor Data fields.
4. Click the Extra Person window by clicking Cancel or the X located in the top right corner
of the window.
5. Click in the Details field of the projected row (OPR.PROJ or EPR.PROJ), scroll down to the
Supervisor Status field, click the LOV button, and select the supervisors status noted from step 3
above.
6. Enter the Supervisor Grade field, click the LOV button and select the grade of the supervisor
noted from step 3 above.
7. Enter the Supervisors Last Name field and update the supervisors last name noted from step 3
above.
8. Enter the Supervisors First Name field and update the supervisors first name noted from
step 3 above.
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9. Enter the Supervisors SSAN field and update the supervisors SSAN noted from step 3
above.
10. Select OK.
11. Save the update by clicking the Save button.
12. Select OK.
13. Close the window or application by clicking the X located in the top right corner of each
window.
Update and Change of Reporting Official. To update CRO, insert new supervision start date and
rater information in the projected evaluation row. If the previous rater had 120 days or more of
supervision, change the reason to C and adjust the closeout date. NOTE: Information from the
commanders dashboard is sent to the MPS for processing.
Understanding and Updating Suspense Flags. Completed by the MPS. The suspense flags
assists with tracking reports due to the MPS for update.
Ensure the proper Suspense flags are updated in the following fields by either typing the information
or clicking the List of Values (LOV) button and selecting the appropriate value from the list:
EPR/OPR Susp Ind, Proj EPR/OPR Ind, and PFW RIP Ind.
1. Updates required on losing personnel:
If a report is no longer required due to a retirement or separation, update the Proj
EPR/OPR Ind as code 6. This ensures the members information will not produce on
any Transaction Registers (TRs)
If a report is required due to a PCS (or any projected loss reason), update
the Proj EPR/OPR
Ind as code 5 or 7, depending if the report is pending or completed. This
informs the gaining MPS the report is in the process of being accomplished or is
accomplished.
2. Updates required for incoming personnel:
Verify the status of the report from the AF Form 330, Records
Transmittal/Request
NOTE: If a report is still pending, update the Proj EPR/OPR Ind as code A.
Change the code to B, C or D (choose the appropriate code based on the
suspense provided by the losing MPS) if the report is overdue
3. After making the appropriate update, click the OK button and save the information
by clicking the save button.
4. Overdue Rosters and TR remarks begin to produce on all reports 30+ days overdue.

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Section R:
Air Force Form 912 Enlisted Performance Report (CMSgt)
MILPDS Evaluation Update Procedures
21. AIR FORCE FORM 912 ENLSITED PERFORMANCE REPORT (CMSGT) MILPDS
EVALUATION UPDATE PROCEDURES FOR TOTAL FORCE
Evaluations document an individuals performance, promotion, and special duty assignment
considerations. Timely, accurate processing of Enlisted Performance Reports (EPR), is critical to
ensure personnel managers are provided with current information.
Figure 10. CMSgt Evaluation MilPDS Update Procedures Flowchart. This flowchart outlines the
CMSgt evaluation MilPDS update procedures.

Process CMSgt EPR (AF Form 912)

1 of 1
Applicable to: RegAF

1.
Receive
and review
EPR notice

Unit/CC or
First
Sergeant

MPS/CSS

AFPC/AFRC

7.
AFPC/AFRC
Receive, review
and forward the
report to ARMS

2.
Distribute EPR
notice, suspense
and monitor for
return

3.
CC/First Sgt
conduct
review

8.
ARMS
Receive and file
the report

5.
Receive and review
the EPR for accuracy
and return for
correction as
necessary

6. Conduct quaility
review, update
MilPDS and forward
to AFPC for further
distribution

4.
Forward EPR to senior
rater for comments
and signature

Table 10. CMSgt Evaluation MilPDS Update Procedures Step-by-Step. This table provides the
detailed steps of the process.

STEP

ACTION
OWNER

MPS/CSS
(Force Management)

NARRATIVE
Receive EPR Receive the EPR notice from MilPDS, review
for accuracy.

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MPS/CSS
(Force Management)

Unit Commander/
First Sergeant

Suspense and Distribute. Suspense and distribute the EPR


notice to the rater. Monitor the suspense in compliance with
AFI 36-2406 and local procedures.
First Sergeant and Commander Review. Ensure reports are
accurate and technically correct.

Unit Commander/
First Sergeant

Forward Report. Forward the report to the senior rater for


comments and signature. GO TO STEP 5.

MPS/CSS
(Force Management)

MPS/CSS
(Force Management)

Receive Report (EPR). Receive the report, review it for


accuracy/completeness and return for corrections, as applicable.
GO TO STEP 6.
Review, Update, and Forward. Conduct a quality review, update
MilPDS and forward the digitally signed reports to AFPC via
CMS for further distribution in accordance with AFI 36-2406.
NOTE: MPS/CSS (Force Management) will not be able to
update CMSgt/CMSgt(S) evaluations in MilPDS until 3 June
2015.
Receive Report. Review for accuracy/completeness and return
for corrections, as applicable.
Receive and File. Receive the report and file in the
members record.

AFPC/AFRC

ARMS

ROLES AND RESPONSIBILITIES:


MILITARY PERSONNEL SECTION (MPS/CSS) - (Force Management):
1.

Send performance report notices to the rater and establish a suspense.


NOTES:
Completed EPR(s) and OPR(s) are due no later than 30 days after the closeout
date to the MPS and to AFPC/ARPC no later than 45 days after the closeout
date, to ensure placement in the records NLT 60 days after the close-out date.
Completed evaluations referred to the ratee IAW paragraph 1.10 will be filed
in the appropriate record and/or placed into ARMS NLT 70 days for active
duty personnel and 90 days for non-EAD personnel, after the close-out date of
the evaluation.
2. EPR(s) directed by HQ USAF; see AFI 36-2406, paragraph 1.4.2.4.
3. Provide technical assistance to commanders and evaluators.
4. Perform an administrative review of all evaluation reports, return for
correction/completion. At a minimum, ensure:
a.
b.
c.
d.

Applicable blocks are marked, dated and digitally signed.


Ratee identification and job description sections contain accurate information.
Proofread for proper spelling, grammar, and bullet structure.
Reports do not contain inappropriate comments or recommendations (stratifications/
fitness, etc.)
e. Proper referral of reports in accordance with AFI 36-2406, para 1.10.

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5. Update evaluations into MilPDS and distribute in accordance with AFI 36-2406, Tables
3.5, 3.6 and 3.9. See Section Q for MilPDS update instructions.
6. Forward evaluations to AFPC or ARPC, as appropriate, utilizing the Evaluation HR
Case Type in the Case Management System (CMS). See Attachment 3 for CMS
instructions.
7. Continue monitoring Commander CMS access, assist with verification and retrieval of the
record of performance (ROP) documentation and assist Senior Raters with retrieval of required
ROP(s) for promotion, school, etc. via ARMS.
RATER/EVALUATOR: Review the members fitness status, unfavorable information file (UIF),
if applicable, evaluate the member, complete the report and forward to the Unit Commander by the
suspense date. Review the Time in Grade (TIG) Senior Rater Eligibility Charts on the Evaluations
website on myPers, (N/A for reservist). Rate the members fitness as Does Not Meet, Meets or
Exempt. Apply the same rules as the EPR or OPR. Following are the definitions of EPRs and the
Airman Comprehensive Assessment worksheet (ACA) Higher Responsibility Recommendation.:
a. Ready Now: Ready now to immediately assume greater responsibility in a more
challenging position than currently held.
b. On-Track: Demonstrated growth potential; ready to transition to a position in a
related specialty or different organizational level.
c. Groom: Has growth potential and may be ready for a position of greater
responsibility in the future.
d. Current Assignment: Stay in current assignment; consider for specific expertise,
pre-defined tour lengths, nominative positions, those newly promoted, or those
recently assigned to their current position that have not yet had their performance
evaluated.
e. Do not Retain: (NOTE: This recommendation will not be implemented at this
time) Recommendations for non-retention require Senior Rater Comments in
Section III, part 1. Comments that exceed one line may be included on AF Form 77.
When updating the evaluation rating Do not retain in MilPDS you must select K
from the LOV
NOTE: See Attachment 2 for additional information and Attachment 5 for Higher
Responsibility Recommendation.
AFPC/DPSIDEP:
Receive evaluations
Conduct review in accordance with AFI 36-2406 and return reports to the unit for
corrections, as necessary
Forward reports to ARMS
FIRST SERGEANT: (RegAF only)
Review all enlisted reports
UNIT COMMANDER:
Conducts the commanders review on EPRs. Ensures all evaluations accurately describe
performance and make realistic recommendations for advancement

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AFR/ANG MPS/CSS: (All ANG enlisted AGRs, unit assigned Reserve AGRs, Air Reserve
Technician Program (ART) and Unit Assigned Reservists) - The MPS/CSS administers the unit
performance report program for the commander. Route the evaluations within the unit and
process final reports via the vPC to HQ ARPC/DPTSE.
Send performance report notices to the rater, if applicable attach the LOE(s) for the
reporting period to the notices
Perform an administrative review of all evaluation reports, if necessary return for
correction/completion before sending out of the unit. As a minimum, this review must
ensure:
Completion of all applicable blocks (marked, dated and signed)
Report contains accurate information; particularly in the ratee identification and job
description sections
Spelling accuracy and proper bullet structure
Reports do not contain inappropriate comments or recommendations
Proper referral of reports, when necessary
Provide technical assistance to the commander, evaluators and the CSS, when necessary.
Upload and forward the evaluation to the ARPC via CMS and ANG via vPC-GR
evaluation application for review
After updating evaluations in ARMS, print and forward the necessary reports to the MPS,
when required
As a minimum, each MPS will have vPC-GR access. Determine additional access points
by evaluating local procedures
ARPC/AFRC:
Receive all evaluations via CMS or vPC-GR
Review in accordance with AFI 36-2406 and return reports to the MPS/CSS for corrections,
as necessary
Update all evaluations in MilPDS
Forward reports to ARMS
AF FORM 912 MILPDS UPDATE PROCEDURES
Evaluation Performance Report (EPR) Updates. Updating EPR(s) in MilPDS provides the senior
raters, assignment functional managers and other personnel managers complete information to assist
in identifying the best qualified personnel. Additionally, these updates provide a long-term record of
performance used in making personnel management decisions. NOTE: MilPDS will not be updated
on CMSgt Selects, as well as, CMSgts with a Higher Responsibility rating of Current Assignment
at this time.
MILITARY PERSONNEL SECTION (MPS):
Update projections for EPR(s) to include, annual, Directed by HQ Air Force (HAF)
and Directed by Commander reports
Monitor, project and update completed EPR(s) and the Enlisted AF Form 77 (for gaps in
service); correct erroneous EPR ratings and closeout dates and delete erroneous EPR(s)

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AFPC/ARPC:
Assist field activities in Evaluation update applications
NAVIGATION:

Active Duty MPS, Air Force Reserve and Air National Guard Military Personnel Section
(MPS): Open MilPDS and select Customer Support, Career Enhancements, Evaluations and
Enlisted or Officer Evaluations. Click the Open button or double-click each selection.
The Enlisted window appears.
HQ AFPC, HQ ARPC, HQ AFRC, and HQ ANGRC: Select DPP-Personnel Programs,
Evaluations and Enlisted or Officer Evaluations. Click the Open button or double-click each
selection. The Enlisted or Officer Personnel window appears.
1. Press F11 function key to enter the query mode. Type the member's SSN (000-00-0000) in
the SSN field or partial last name followed by a percent sign or full name (i.e., SMITH,
ROBERT A.) in the Full Name field and press the Ctrl+F11 function key to execute the query.
The Enlisted or Officer Personnel window populates with the member's current information.
2. Click the Enlisted or Officer Evaluation button. The Enlisted or Officer Evaluation window
appears
MILPDS UPDATE PROCEDURES (Update an AF Form 912). Completed by the RegAF active
duty MPS the Air Force Reserve and the Air National Guard MPS upon receipt of a completed
CMSgt EPR. NOTE: MilPDS will not be updated on CMSgt Selects, as well as, CMSgts with a
Higher Responsibility rating of Current Assignment at this time. Proceed to CASE
MANAGEMENT SYSTEM AF FORM 912 (CMSGT EVALUATION) UPLOAD
PROCEDURES for further guidance on processing these evaluations.
1. Move the cursor down and click in the Details field of the report being updated. Do not update
another line--update the already projected report. The Extra Person Information window appears.
2. Update the following fields by either typing the information or clicking the List of Values (LOV)
button and selecting the appropriate value from the list. Type, Status, Reason, Rating, Final
Evaluator Position, Senior Rater Id, Start Date, Close Date, Rater, Supv Begin Date, EPR/OPR
Susp Ind, Proj EPR/OPR Ind, PFW RIP Ind:

Type: FDR

Status: CLOS

Reason: Ensure the reason matches Block 8 of the report. NOTE: Annual reports will
cover a minimum of a 12-month period (minus 1 day)

Rating: Ensure the reason matches Section IV Block 2, Consider for Higher Responsibility

Final Evaluator Position: Senior Rater

Senior Rater Id: Ensure the reason matches Block 7 of the report

Start Date and Close Date: Input the information provided in block 10 of the report

Rater: Ensure Raters SSAN matches Section III, Rater Information of the report

Supv Begin Date: The date supervision began with rater and ratee

EPR/OPR Susp Ind, Proj EPR/OPR Ind, and PFW RIP Ind: should be blank
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3. Click the OK button and save the information by clicking the save button
CASE MANAGEMENT SYSTEM AF FORM 912 (CMSGT EVALUATION) UPLOAD
PROCEDURES. Follow the below instructions.
1.
DO NOT update MilPDS records on CMSgt Selects, as well as, CMSgts with a
Higher Responsibility rating of Current Assignment at this time. Please proceed to the next
step for further processing.
2.
In order to upload the AF Form 912 CMSgt Evaluation into CMS you must follow the
below steps: MPS/CSS must log into CMS from the AFPC secure website. Input the
members social security number in the Enter/Update/Request status on a case section.
3.
Click the Select CMS Case Type drop down menu under the Enter/Update/ Request
status on a case section.
4.
Select AF Form 912 Active from the Select CMS Case Type drop down menu
of the Enter/Update/Request status on a case section.
5.
Click Create new AF Form 912 Active case type to create/upload the AF Form 912
to send to AFPC for processing. This is not the same procedures as uploading the AF Form 707,
AF Form 911, AF Form 910 into CMS.

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Attachment 1
Enlisted and Officer Evaluation Forms
Following are enlisted and officer evaluation forms that can be downloaded from the Air Force
e-Publishing website located at: http://www.e-publishing.af.mil/
Forms
AF Form 910
AF Form 911
AF Form 912
AF Form 931

Titles
Enlisted Performance Report (AB thru TSgt)
Enlisted Performance Report (MSgt thru SMSgt)
Enlisted Performance Report (CMSgt)
Airman Comprehensive Assessment Worksheet (AB thru TSgt)

AF Form 932

Airman Comprehensive Assessment Worksheet (MSgt thru


CMSgt)
Letter of Evaluation
Air Force General Officer Promotion Recommendation
Officer Performance Report (Lt thru Col)
Promotion Recommendation Form
Airman Comprehensive Assessment Worksheet (Lt thru Col)
PME, AFIT, RTFB Officer Worksheet

AF Form 77
AF IMT 78
AF Form 707
AF IMT 709
AF Form 724
AF IMT 3849

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Attachment 2
Additional Information
1. Complete Enlisted Performance Reports on the new versions of the AF Form 910, AF
Form 911and the AF Form 912 on the effective dates listed in AFI 36-2406. Accomplish
reports closing out prior to the effective dates on the previous editions of the forms.
Accomplish all performance feedback on the new versions of the AF Form 931 and AF Form
932 effective immediately.
2. Complete all Officer Performance Reports with a close out date on or after 15 Aug 07 on the
new version of the AF Form 707, Officer Performance Report (Lt thru Col), see AFI 36-2406.
Document all performance feedback on the new version of the AF Form 724, Airman
Comprehensive Assessment Worksheet (Lt thru Col) effective immediately. Accomplish
reports with a close out date prior to the effective date on the previous editions of the forms (AF
Form 707A and AF Form 707B).
NOTE: Performance feedback must be accomplished regardless of availability of the revised
forms. Required feedbacks may be accomplished on the previous edition pending availability.
3. AFI 36-2406 provides step-by-step procedures on completing this form, AF Form 910 , AF
Form 911 and AF Form 912.
4. Use digital signatures except in the following cases: referral reports; at least one evaluator
does not have a CAC; or at least one evaluator does not have access to a CAC enabled computer.
Print, sign, and hand date reports.
5. Developmental Education (DE) recommendations are limited to Primary Developmental
Education (PDE)/Intermediate Developmental Education (IDE)/Senior Developmental Education
(SDE). EXAMPLE: Send to IDE vice Send to ACSC. The AF IMT 3849, PME/
AFIT/RTFB Officer Worksheet, is the proper venue for specific school recommendations.
6. Officers designated to attend DE can receive the below comments on the PRF or OPR that
closes out just prior to departure. Do not mention the specific school. School designation status
is reflected on the Officer Selection Brief.
En route to IDE/SDE (as appropriate)
Upon completion of IDE/SDE, (suggest appropriate future job recommendation)
7. Raters can comment on Air War College non-residential program Outstanding Graduates.
Unlike resident students, non-resident students do not receive a Training Report to document this
achievement.
8. ffective with SMSgt EPR(s) with a close out date on or after 1 Aug 07 and MSgt EPR(s) with a
close out date on or after 1 Oct 07, completion of the Air Force Senior Non- Commissioned
Officer Academy (AFSNCOA) (correspondence or in-residence) and a Community College of the
Air Force (CCAF) degree (in any specialty) is required for senior rater endorsement eligibility.

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This requirement is the minimum established criteria for endorsement consideration and does not
guarantee automatic endorsement. Comments referencing non-completion of CCAF or AFSNCOA
as the reason for absence of a senior rater endorsement are prohibited.
9. Stratification is prohibited on EPR(s); EXCEPTION: MSgts and SMSgts who are Time in
Grade (TIG) eligible and CMSgts receiving nomination/stratification for Command CMSgt
under section IV, block 3 recommend future role. If used, state stratification in quantitative
terms; comparing peers in the same grade within the evaluators rating scope. Stratification
statements are not authorized on EPR(s) for Airmen in grades A1C - TSgt, CMSgt not being
nominated for CCM, or CMSgt selectees. If a stratification statement by the rater is included,
it must be placed on the AF Form 912, Section IV, Block 3, Recommended Future Roles and
on the AF Form 911, Section III, Block 7, Other Comments Other evaluators using
stratification statements may include them in their respective comment block.
10. Feedback is accomplished on the AF Form 724, Performance Feedback Worksheet (Lt
thru Col), AF Form 931, Airman Comprehensive Assessment Worksheet (AB thru TSgt),
and AF Form 932, Airman Comprehensive Assessment Worksheet (MSgt thru CMSgt).
Guidance provided in AFI 36- 2406, Officer and Enlisted Evaluation Systems, Chapter 2, still
applies. Feedback can be either handwritten or typed. Select the ratees grade from the
available drop down menu. Rater will indicate the type of feedback in Section II..
a. For initial feedback, the rater marks the Initial Feedback block under each standard of
performance and provide comments on their expectations.
b. For all other feedback types, the rater will indicate how the ratee is meeting the
established expectations
c. These markings translate to an aggregate rating on the evaluation in addition to
providing an indication of how the ratee is meeting the expectations set forth by the
rater, and provides the basis for the feedback session discussion
d. The rater provides face-to-face feedback to the ratee in conjunction with issuing the
evaluation. The performance evaluation serves as the feedback form. Do not use a
ACA worksheet. When face-to-face feedback is not feasible, the rater conducts the
feedback either electronically or via telephone. Do not record this feedback in
Section V of the evaluation form as the last feedback accomplished on the AF Form
910 and AF Form 911 and section V on the AF Form 707.

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Attachment 3
CMS and ARMS Instructions
1. Use CMS to transfer completed evaluations from the MPS (Active Duty, Reserve HQ AGRs,
IMAs, PIRR, and LEAD personnel) to AFPC or ARPC, as appropriate. Use vPC-GR to transfer
completed evaluations from the MPE/CSS (All ANG enlisted AGRs, unit assigned Reserve AGRs,
ARTS and Unit Assigned Reservists) to ARPC.
2. For units using CMS, the MPS (Active Duty, Reserve HQ AGRs, IMAs, PIRR, and LEAD
personnel) uploads the completed evaluation to CMS, completes the required data and transfers the
case to AFPC (for RegAF active duty) or ARPC (for AFRES/ANG). AFPC and ARPC transfer the
evaluations to ARMS after completing the required administrative review.
3. MPS (Active Duty, Reserve HQ AGRs, IMAs, PIRR, and LEAD personnel) or MPS/CSS (All
ANG enlisted AGRs, Unit assigned Reserve AGRs, ARTS and Unit Assigned Reservists) personnel
track the cases in the appropriate system and close out the case once the case indicator reflects the
evaluation transfer into ARMS is complete. Digitally signed evaluations become a matter of record
once updated into ARMS. Original signature evaluations become a matter of record once filed.
4. The school house mails the originals to HQ AFPC/DPSIDEP and a copy to the MPS for update
in MilPDS. The copy can be sent to the MPS by either scanning and emailing or mailing a hard
copy.
Use the following standard file naming convention on all evaluations:
FORMNAMELASTNAMEFIRSTINITIALLASTFOURSSNCLOSEOUTDATE.XFDL
EXAMPLE: AF911JONESM1111071205.XFDL.
Incorrect File Type: The only acceptable extension type is .xfdl. Do not scan a digitally signed
report or submit wet signature reports via CMS. Wet signature reports must be mailed to the
appropriate agencies identified in AFI 36-2406, tables 3.5, 3.6, 3.9 and 3.10.
Attachments: The only acceptable attachments are a digitally signed evaluation form (910, 911, 912,
707) in its original .xfdl (IMT) format and a signed and scanned AF Form 77 used as a supplemental
sheet on non-referral evaluations. Do not scan and attach a digitally signed evaluation. Doing so loses
the digital certificate, which is required by law to be saved with the digitally signed electronic
document in order to validate the authenticity of the digital signature. The following should not be sent
as attachments via CMS: MFRs, Performance Report Shells,
or any other miscellaneous documents.
Invalid CMS Case Type: If the CMS Case is not built properly, ARMS will not accept the report.
The only acceptable HR Types are "AF Fm 910 Active", or "AF Fm 911 Active" or AF Fm 912
Active or "AF Fm 707 Active" or "AF Fm 910 Reserve" or "AF Fm 911 Reserve" or AF Fm 912
Reserve or "AF Fm 707 Reserve." The Active or Reserve designation ensures that active duty
reports transfer to AFPC and reserve reports (primarily IMAs) transfer to ARPC.
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Attachment 4
EPR Performance Assessment Ratings
The overall performance assessment of enlisted evaluations is completely at the discretion of the
rating chain. Failing to meet a standard does not in itself mandate any particular overall rating. The
following definitions are simply provided for guidance.
Definitions of overall EPR performance ratings used on both the AF Form 910 and the AF Form 911:
a. Poor (1): Performs at an unacceptable level. Disciplinary action is not required;
however, the report will be a referral.
b. Needs Improvement (2): Meets some, but not all, performance standards. Disciplinary
action is not required; however, the report will be a referral.
c. Average (3): Meets standards/expectations, performs in the median when compared to
peers.
d. Above Average (4): Performs beyond established standards and expectations, performs at
higher level than many of their peers.
e. Truly Among the Best (5): Performs at a level above their peer group, elite performer who
goes above and beyond. NOTE: This is not a controlled enlisted rating system. Although
there are no established quotas on ratings or rating expectations, evaluators at all levels
must use caution to prevent over inflation. EPR ratings are used to determine selections
for promotions, career job reservations, reenlistments, and assignments. It is important to
differentiate performance and it is a disservice to all Airmen when EPR ratings are over
inflated.
NOTE: The rater will provide face-to-face feedback to the ratee in conjunction with issuing the
evaluation. The EPR/OPR serves as the feedback form. Do not use a performance feedback
worksheet. When face-to-face feedback is not feasible, rater will conduct feedback either
electronically or via telephone. Do not list this feedback as the last feedback accomplished in
the feedback block of the evaluation. NOTE: Comments on fitness are prohibited on the AF
IMT 709, Promotion Recommendation Form, unless the officer is not meeting fitness
standards.

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Attachment 5
AF Form 912 Performance Assessment Recommendation
The overall performance assessment of enlisted evaluations is completely at the discretion of the rating
chain. Failing to meet a standard does not in itself mandate any particular recommendation for higher
responsibility. The following definitions are simply provided for guidance.
Definitions of senior raters recommendation for higher responsibility used on the AF Form 912:
a. Ready Now (G): Ready now to immediately assume greater responsibility in a more
challenging position than currently held.
b. On-Track (H): Demonstrated growth potential; ready to transition to a position in a
related specialty or different organizational level.
c. Current Assignment (J): Stay in current assignment; consider for specific expertise,
pre-defined tour lengths, nominative positions, those newly promoted, or those
recently assigned to their current position that have not yet had their performance
evaluated.
d. Groom (I): Has growth potential and may be ready for a position of greater
responsibility in the future.
e. Do not Retain (K): Recommendations for non-retention require Senior Rater
Comments in Section II, part 1. Comments that exceed one line may be included on
AF Form 77. (Not applicable for ANG) NOTE: This Consider For Higher
Responsibility rating currently reflects Not At This Time in MilPDS
NOTE: The rater will provide face-to-face feedback to the ratee in conjunction with issuing the
evaluation. The EPR serves as the feedback form. Do not use an Airman comprehensive assessment
worksheet. When face-to-face feedback is not feasible, rater will conduct feedback either electronically or
via telephone. Do not list this feedback as the last feedback accomplished in the feedback block of the
evaluation.

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