Designation of UTM Roles and Evaluators in Writing - S-1 Procedural Page

Role and responsibility

The commander signs every UTM role and evaluator designation. The S-1 officer drafts the designation letters. The S-1 chief tracks training completion against designation requirements per NAVMC 3500.37D and maintains the UTM roster in MCTIMS. The unit training manager coordinates with TRNGCMD and MAGTF-TC for required UTM training.

Source documents flow from MCRP 7-20A.5 (UTM roles), NAVMC 3500.37D (UTM training standards), MCO 3500.11G and MCO 3501.1E (evaluator requirements), and the MCTIMS UTM roster. Designations land as signed letters routed to each Marine's OMPF Field Folder. Outputs include the published designation letters, the MCTIMS UTM roster entry, the Page 11 documenting training and designation, and the evaluator credential file.

MCAAT and the IGMC UTM functional area inspectors check designation letters against the MCTIMS UTM roster, the training certificate file, and the evaluator credential file. Per MCO 1553.3CMCO 1553.3C paragraph 4.b.(6)(d), required UTM training must complete prior to designation. Designation without training triggers a finding.

Trigger events

• Inbound Marine assigned to a billet requiring a UTM role.
• Outbound Marine departs requiring designation transfer to a successor.
• Annual designation refresh window opens.
• New T-R event scheduled requiring evaluator designation.
• MCCRE evaluation scheduled requiring evaluator team designation.
• Change of command requires new commander signature on designations.
• IGMC UTM inspection notice requires current designation file.

Processing workflow

1. Identify UTM roles required. Reference MCRP 7-20A.5MCRP 7-20A.5 chapter 2 for the role list. Map roles to billets per MCO 1553.3CMCO 1553.3C paragraph 4.a.(2)(b).1.
2. Identify evaluators required. For each scheduled assessed T-R event, identify the evaluator by name per MCO 3500.11GMCO 3500.11G and MCO 3501.1EMCO 3501.1E for MCCRE.
3. Confirm prerequisite UTM training. Verify each candidate completed the required UTM training per NAVMC 3500.37DNAVMC 3500.37D before designation per MCO 1553.3CMCO 1553.3C paragraph 4.b.(6)(d).
4. Validate evaluator qualifications. Per MCO P3500.72AMCO P3500.72A paragraph 7001.3, evaluators must have accomplished at least the level of the events being evaluated.
5. Draft the designation letter. Per role and per evaluator, draft the designation letter naming the Marine, the role or event, the effective date, and the prerequisite training completed.
6. Route for commander signature. The commander signs every designation per MCO 1553.3CMCO 1553.3C paragraphs 4.b.(6)(b) and (c).
7. Publish the designation letters. Distribute to the named Marine, the chain, the unit training manager, and route a copy to the OMPF Field Folder.
8. Update the UTM roster in MCTIMS. Record the designated role, the Marine, the effective date, and the designation letter reference per MCO 1553.3CMCO 1553.3C paragraph 4.b.(6)(a).
9. Document training completion. Cut a Page 11 entry recording UTM training and the designation per MCO P1070.12KMCO P1070.12K Chapter 6.
10. Refresh annually. Schedule a tickler for annual review and refresh on any personnel change.

Systems of record and forms

Systems

• MCTIMS UTM Module. Holds the UTM roster.
• OMPF Field Folder. Holds copies of designation letters and training certificates.
• Unit training folder. Local repository for designations and the evaluator credential file.

Forms

• UTM Role Designation Letter. Local format documenting role, name, effective date, and training completed.
• Evaluator Designation Letter. Local format documenting evaluator, T-R events covered, and qualification basis.
• NAVMC 118 (11) Administrative Remarks. Page 11 documenting designation and prerequisite training.
• Evaluator Credential File. Local file with each evaluator's training certificate and qualification record.

Common pitfalls

• Designation issued before prerequisite UTM training. Per MCO 1553.3CMCO 1553.3C paragraph 4.b.(6)(d), training completes before designation. Confirm training before signature.
• Evaluator designated without event-level qualification. Per MCO P3500.72AMCO P3500.72A paragraph 7001.3, the evaluator must have accomplished at least the level of the event. Verify qualification per evaluator.
• Designation letter not published. The Marine operates without authority. Publish at the moment of commander signature per MCO 1553.3CMCO 1553.3C paragraph 4.b.(6)(b).
• UTM roster in MCTIMS not updated. The roster diverges from the published letters. Update at the moment of designation per MCO 1553.3CMCO 1553.3C paragraph 4.b.(6)(a).
• Designation lapses on detach without successor named. The role sits vacant. Designate a successor at the outbound brief.

Decision points

• Evaluator selection for assessed T-R events. Multiple Marines hold the prerequisite qualification. The S-1 officer selects based on event scope, evaluator workload, and observer independence per MCO P3500.72AMCO P3500.72A paragraph 7001.3.
• UTM training waiver. The candidate has prior unit training in the role. Waivers route through TECOM PSD per MCO 1553.3CMCO 1553.3C paragraph 4.b.(1)(f). The S-1 officer drafts the waiver request.
• Cross-unit evaluator. The unit lacks an internal evaluator at the required level. Coordinate with the parent command for cross-unit evaluator support per MCO 3500.11GMCO 3500.11G.

Authority

This sub-page sits under MCO 1553.3CMCO 1553.3C paragraphs 4.b.(6)(b), (c), and (d), which require written designation of UTM roles, written designation of evaluators, and prerequisite UTM training before designation. MCRP 7-20A.5MCRP 7-20A.5 chapter 2 lists the UTM roles. NAVMC 3500.37DNAVMC 3500.37D sets the UTM training standards. MCO 3500.11GMCO 3500.11G and MCO 3501.1EMCO 3501.1E govern evaluator requirements for unit and combat readiness evaluations. MCO P3500.72AMCO P3500.72A paragraph 7001.3 sets the event-level qualification rule.

Related references

• MCO 1553.3C Unit Training Management Program. Paragraphs 4.b.(6)(b), (c), and (d) set the designation rules.
• MCO P3500.72A Marine Corps Ground Training and Readiness Program. Paragraph 7001.3 sets evaluator qualification.
• MCO 3500.11G Marine Corps Combat Readiness Evaluation. Evaluator requirements for unit evaluations.
• MCO 3501.1E Marine Corps Combat Readiness Evaluation System. MCCRE evaluator framework.
• NAVMC 3500.37D Unit Training Management Standards. Required UTM training prior to designation.
• MCRP 7-20A.5 Unit Training Management Roles and Functions. Chapter 2 role list.
• NAVMC 3500.3E Manpower and Administration T-R Manual. Event 0170-OPER-2001 requires designation.