Evaluator Qualifications and Conduct of Evaluations - S-1 Procedural Page

Role and responsibility

CG MEF and MARFORRES carry responsibility for the conduct of formal evaluations per MCO P3500.72AMCO P3500.72A paragraph 7002.2.b. Authority delegates to Wing, Division, or Force Service Support Group commanders for evaluations not requiring MAGTF-element coordination. The S-1 officer designates evaluators in writing per MCO 1553.3CMCO 1553.3C paragraph 4.b.(6)(c). The S-1 chief tracks evaluator credentials and event scheduling.

Source documents flow from the published METL, the T-R Manual event standards, evaluator credential files, and the MCTIMS calendar. Evaluations land in MCTIMS as performance evaluation checklists tied to T-R event entries. Outputs include the evaluator findings, the AAR report, the formal evaluation report when applicable, and the readiness picture update to DRRS-MC.

MCAAT and the IGMC UTM functional area inspectors check evaluator designation letters against MCTIMS event entries and validate evaluator qualifications against event level. Per MCO P3500.72AMCO P3500.72A paragraph 7001.3, evaluators must have accomplished at least the level of the events being evaluated. Designation without qualification triggers a finding.

Trigger events

• Assessed T-R event scheduled requires evaluator assignment.
• Pre-deployment formal evaluation cycle opens (typically 18 to 24 months prior to deployment per MCO P3500.72AMCO P3500.72A paragraph 7002.1).
• MCCRE scheduled per MCO 3501.1EMCO 3501.1E.
• Real-world contingency reduces the training cycle requiring compressed evaluation per MCO P3500.72AMCO P3500.72A paragraph 7002.1.
• Change of command requires fresh evaluator designations.
• New T-R Manual release changes evaluator requirements.
• Cross-unit evaluator support requested by a sister unit.

Processing workflow

1. Identify the event and required level. Pull the T-R event from the T-R Manual including event code, level (1000 through 8000), and standard per MCO P3500.72AMCO P3500.72A paragraph 4002.1.a.
2. Match evaluator candidates. Identify Marines who meet the event-level qualification per MCO P3500.72AMCO P3500.72A paragraph 7001.3.
3. Verify prior accomplishment. Confirm the candidate has accomplished at least the level of the event being evaluated. The S-1 chief verifies against MCTIMS individual event history.
4. Designate the evaluator in writing. The commander signs the designation per MCO 1553.3CMCO 1553.3C paragraph 4.b.(6)(c).
5. Brief the evaluator. The unit training manager briefs the evaluator on the event standard, condition, and grading criteria from the T-R Manual per MCRP 7-20A.4MCRP 7-20A.4.
6. Conduct the evaluation. The evaluator runs the evaluation against the T-R event standard per MCO P3500.72AMCO P3500.72A paragraph 7000.3.
7. Document findings. The evaluator completes the performance evaluation checklist per MCO 1553.3CMCO 1553.3C paragraph 4.c.(5)(h).
8. Conduct the AAR. Run the AAR with the evaluator present to capture sustains, improves, and lessons learned per MCO P3500.72AMCO P3500.72A paragraph 7000.3.
9. File evaluator findings. Upload the performance evaluation checklist and AAR to MCTIMS per MCO 1553.3CMCO 1553.3C paragraph 4.c.(5).
10. Schedule formal evaluations. Plan formal evaluations on the 18 to 24 month pre-deployment cycle per MCO P3500.72AMCO P3500.72A paragraph 7002.1.

Systems of record and forms

Systems

• MCTIMS UTM Module. Holds the calendar event entry and the performance evaluation checklist.
• T-R Manual (per occupational field). Defines the event standard against which the evaluation runs.
• Evaluator credential file. Local file documenting evaluator qualifications.

Forms

• Evaluator Designation Letter. Local format documenting evaluator, event, and qualification basis.
• Performance Evaluation Checklist. T-R event-specific checklist completed by the evaluator.
• Formal Evaluation Report. Per MCO 3500.11G and MCO 3501.1E for unit-level formal evaluations.
• AAR Report. Local AAR template completed with the evaluator present.

Common pitfalls

• Evaluator designated without prior accomplishment of the event. Per MCO P3500.72AMCO P3500.72A paragraph 7001.3, evaluators must have accomplished at least the level. Verify against MCTIMS individual history before designation.
• Performance evaluation checklist not uploaded to MCTIMS. The evaluation does not count toward CRP. Upload at the moment of evaluation completion per MCO 1553.3CMCO 1553.3C paragraph 4.c.(5)(h).
• Formal evaluation cycle compressed without HHQ coordination. Real-world contingency drives compression but the S-1 officer must brief HHQ per MCO P3500.72AMCO P3500.72A paragraph 7002.1.
• Evaluator briefs without the T-R event standard. Evaluation runs against memory, not standard. Pull the T-R Manual event standard at every evaluation per MCRP 7-20A.4MCRP 7-20A.4.
• Evaluator missing from the AAR. Lessons learned lack the evaluator perspective. Schedule the AAR with the evaluator present per MCO P3500.72AMCO P3500.72A paragraph 7000.3.

Decision points

• Internal versus cross-unit evaluator. The unit lacks an internal evaluator at the required level. Request cross-unit evaluator support through the chain per MCO 3500.11GMCO 3500.11G.
• Formal versus informal evaluation. Per MCO P3500.72AMCO P3500.72A paragraph 7000.3, most unit training evaluations are informal. Formal evaluations apply for verification of readiness prior to deployment per paragraph 7002.1. The unit training manager calls the level.
• Compressed cycle response. Real-world contingency cuts the training cycle. Per MCO P3500.72AMCO P3500.72A paragraph 7002.1, planners adjust schedules to ensure evaluation of mission essential tasks key to assigned mission.

Authority

This sub-page sits under MCO P3500.72AMCO P3500.72A paragraphs 7001 and 7002, which set evaluator qualifications and unit evaluation responsibility. MCO 1553.3CMCO 1553.3C paragraph 4.b.(6)(c) requires written evaluator designations. MCO 3500.11GMCO 3500.11G and MCO 3501.1EMCO 3501.1E govern formal unit and combat readiness evaluations. MCRP 7-20A.4MCRP 7-20A.4 Unit Training Evaluation provides the doctrinal evaluator procedure. NAVMC 3500.3ENAVMC 3500.3E T-R event 0170-OPER-2001 covers the 01XX training plan informed by evaluation results.

Related references

• MCO P3500.72A Marine Corps Ground Training and Readiness Program. Paragraph 7001.3 and 7002 set evaluator and evaluation rules.
• MCO 1553.3C Unit Training Management Program. Paragraph 4.b.(6)(c) requires written evaluator designation.
• MCO 3500.11G Marine Corps Combat Readiness Evaluation. Formal unit evaluation framework.
• MCO 3501.1E Marine Corps Combat Readiness Evaluation System. MCCRE framework.
• MCRP 7-20A.4 Unit Training Evaluation. Doctrinal evaluator procedure.
• NAVMC 3500.3E Manpower and Administration T-R Manual. Event 0170-OPER-2001 informed by evaluation.