Referral letter example link can be found below
WHEN TO REFER A REPORT:
- If an evaluator marks “Does Not Meet Standards” in any performance
factor, Section III, or a rating of “1” in Section V
- If comments made in the report are negative in nature.
WHO CAN REFER A REPORT?
- Rater or Additional Rater/Reviewer
WHEN REFERENCING ARTICLE 15 ACTIONS, CIVIL OR COURT-MARTIAL CONVICTIONS,
PUNITIVE/ADMIN ACTIONS…
- Comments must identify the underlying conduct/behavior that led to
the action:
Ex: During this reporting period, TSgt Donuts sexually harassed a
subordinate for which he/she received an Article 15
THE REFERRING EVALUATOR/RATER
- Prepares the referral memorandum after the close-out date of the
report; meaning, the memorandum itself must be dated the after the close-out
date of the report.
- Hand delivers the memo and a copy of the report to the ratee and obtains
ratee signature and date acknowledging receipt. (RATEE SIGNATURE ON MEMO
ONLY, NOT THE REPORT)
- Provides a copy of the memo to the ratee.
- Inform the ratee that they have 10 calendar days to submit a rebuttal.
- DO NOT COMPLETE ADDITIONAL RATER/REVIER COMMENTS.
THE ADDITIONAL RATER/REVIEWER
- If the additional rater /reviewer decides to refer a report due to
a rating or comment made by the previous evaluator (rater), they will refer
it to the ratee BEFORE completing his/her portion of the report. The
referral memo will instruct the ratee to direct/return any rebuttal comments
to him/her.
RATEE
- Will acknowledge receipt of the referral memo by signing and
dating it. NOTE: This signature DOES NOT signify concurrence with the report
or indicate whether or not they will submit a rebuttal.
- Ratee has 10 calendar days to submit a rebuttal. See below for
rebuttal guidance for ratee:
- May ask the MPS Force Management office for guidance in
preparing rebuttal comments.
- May have another individual prepare comments on his/her
behalf. If this is done, ratee must include statement confirming this
document is to be considered as the ratee’s response. Can be on same
document or separate document. All documents, separate or not are
considered one of the 10 pages to which the rebuttal is restricted.
- May not make any comments that reflect on the character,
conduct, integrity, or motives of an evaluator unless fully
substantiated/documented.
- ALL pertinent attachments become part of the report filed in
the personnel record.
- 10 PAGES IS THE MAXIMUM ALLOWED; A NECESSARY RESTRICTION DUE
TO SPACE LIMITATION IN PERSONNEL RECORDS AND SELECTION FOLDERS.
*************************************************************************************************
Upon receipt of rebuttal or when 10 calendar days have elapsed the evaluator
completes his/her portion of the report.
If rebuttal is submitted, the evaluator named in the referral memo will consider
ratee’s comments (as should any subsequent evaluator). The rater/evaluator will
then prepare an endorsement to the report and will enter the appropriate
statement IAW AFI 36-2406, Chap 3.9.7
ALL FINAL SIGNATURES ON REFERRAL REPORT MUST BE “WET” (INK SIGNATURE) AND
REPORT MUST BE PRINTED HEAD TO FOOT.
**UPON COMPLETION OF REPORT, SUBMIT ALL ORIGINAL DOCUMENTS TO THE FORCE
SUPPORT SQUADRON EPR/OPR OFFICE OR YOUR CSS**
If you have any questions please refer to AFI 36-2406 Chapter 3.9 or call the
Force Support Squadron EPR/OPR Office.
Check out the Letter Factory -
Discipline Letters for an example
of a Referral
Letter.
