Performance Evaluation System
Annual Fitness Report Schedule and Reporting Period End Dates - S-1 Procedural Page
Apply the Appendix A annual fitness report schedule by rank and component, with current MARADMIN amendments effective for AC, RC, and AR Marines.
T&R Event Details
- Event Code
- 0102-GENA-1008
- Source Policy
- MCO 1610.7B
- MOS Performing
- 0102, 0111, 0170
- Grades
- Sgt, SSgt, GySgt
- Sustainment Interval
- 12 months
- Evaluation-Coded
- No
- Readiness-Coded
- No
Performance Steps (T&R)
- Pull the Appendix A schedule for the Marine's rank and component
- Apply MARADMIN 575/24 for AR E5 through E8 (period ends 31 October)
- Apply MARADMIN 634/23 for AC CAPT through LTCOL, SgtMaj, MGySgt
- Calculate reporting period start and end dates
- Schedule report writing within the 30-day submission window
- Track suspense from end of period through HQMC arrival
- Process semiannual reports for AC 2nd Lt and 1st Lt
- Coordinate AN and AR occasion codes per Appendix A
- Validate the format (5-page) for SgtMaj and MGySgt per MARADMIN 595/24
- Document the AN or AR occasion in the PES register
Role and responsibility
The S-1 chief tracks each Marine in the unit against the Appendix A reporting schedule per MCO 1610.7BMCO 1610.7B and active MARADMIN amendments. The S-1 officer signs by direction on AN and AR routing. The PES clerk maintains the unit reporting calendar by rank and component. The RS writes the report within the submission window.
Source documents flow from the unit roster, the rank and component data in MCTFS, the published Appendix A schedule, and the active MARADMIN amendments. Schedule actions land in the PES register as tracked AN or AR occasions. Outputs include the unit reporting calendar, the per-Marine tickler, the submission tracking, and the OMPF posting on acceptance.
Per MCO 1610.7BMCO 1610.7B Appendix A, annual fitness reports run on a schedule keyed to rank and component. Per MARADMIN 575/24MARADMIN 575/24 (Amendment 2 to PES, dated 26 Nov 2024), the AR reporting period for E5 through E8 ends 31 October beginning in 2025. Per MARADMIN 634/23MARADMIN 634/23, Active Component CAPT through LTCOL, SgtMaj, and MGySgt schedule was adjusted.
Reporting period end dates by rank and component
Per Appendix A dated 4 Dec 2024:
- Sgt. AC ends last day of December. RC ends March. AR ends October (effective MARADMIN 575/24).
- SSgt. AC ends September. RC ends March. AR ends October (effective MARADMIN 575/24).
- GySgt. AC ends June. RC ends March. AR ends October (effective MARADMIN 575/24).
- 1stSgt and MSgt. AC ends June. RC ends March. AR ends October (effective MARADMIN 575/24).
- SgtMaj and MGySgt. AC ends June (effective MARADMIN 634/23). RC ends May. AR ends June.
- WO and CWO. AC ends April. RC ends October. AR ends October.
- 2ndLt. AC ends January and July (semiannual). RC ends April. AR not applicable.
- 1stLt. AC ends April and October (semiannual). RC ends October. AR ends October.
- Capt. AC ends March (effective MARADMIN 634/23). RC ends September. AR ends June.
- Maj. AC ends February (effective MARADMIN 634/23). RC ends April. AR ends April.
- LtCol. AC ends February (effective MARADMIN 634/23). RC ends April. AR ends April.
- Col. AC ends April. RC ends April. AR ends April.
- BGen. AC ends April. RC ends April. AR not applicable.
Trigger events
- Marine reaches reporting period end date per Appendix A.
- Annual reporting cycle opens for the unit.
- AC 2nd Lt or 1st Lt semiannual cycle opens (January and July, or April and October).
- AR E5 through E8 transition to October end date per MARADMIN 575/24.
- New rank triggers different reporting schedule.
- SgtMaj or MGySgt 5-page format requirement effective 1 Jan 2025 per MARADMIN 595/24.
- Component change (AC to RC, RC to AR, or AR to AC).
Processing workflow
- Pull the Appendix A schedule. The S-1 chief generates the unit reporting calendar by rank and component.
- Apply MARADMIN 575/24 for AR. Per MARADMIN 575/24MARADMIN 575/24, AR E5 through E8 reporting period ends 31 October.
- Apply MARADMIN 634/23 for AC. Per MARADMIN 634/23MARADMIN 634/23, AC CAPT through LTCOL, SgtMaj, MGySgt follow the updated end dates noted in Appendix A.
- Calculate reporting period dates. Apply the rank and component end date plus the standard reporting period length.
- Schedule report writing. The RS writes within the 30-day submission window per MCO 1610.7BMCO 1610.7B Chapter 3 paragraph 2.
- Track suspense. The S-1 chief maintains a tickler from end of period.
- Process semiannual reports. AC 2nd Lt and 1st Lt receive semiannual reports per Appendix A.
- Coordinate occasion codes. AN for Active Component, AR for Active Reserve. Apply per the right occasion.
- Validate page format. Per MARADMIN 595/24MARADMIN 595/24, SgtMaj and MGySgt reports use the 5-page format effective 1 Jan 2025.
- Document the AN or AR occasion. Update the PES register with EDIPI, rank, component, occasion code, and dates.
Systems of record and forms
Systems
- PES (HQMC Performance Evaluation System). Holds the AN and AR occasion data.
- MMSB Performance Evaluation Branch. Adjudicates AN and AR reports.
- MCTFS. Holds rank and component data driving the schedule.
- Unit PES reporting calendar. Local tracking by rank and component.
Forms
- Appendix A Reporting Schedule. Per MCO 1610.7B dated 4 Dec 2024.
- NAVMC 10835 Marine Fitness Report. Standard format.
- 5-page Format. Per MARADMIN 595/24 for SgtMaj and MGySgt effective 1 Jan 2025.
Common pitfalls
- AC reporting end date applied to AR or RC Marine. Per Appendix A, component drives the date. Confirm component before scheduling.
- AR E5 through E8 still using prior end date. Per MARADMIN 575/24MARADMIN 575/24, the AR period ends 31 October starting in 2025.
- AC 2nd Lt or 1st Lt missed semiannual cycle. Per Appendix A, AC 2nd Lt ends January and July. AC 1st Lt ends April and October.
- SgtMaj or MGySgt report submitted in old page-one-and-five format. Per MARADMIN 595/24MARADMIN 595/24, the 5-page format applies effective 1 Jan 2025.
- AR not applicable for 2ndLt and BGen overlooked. Per Appendix A, AR is N/A for those ranks.
Decision points
- Component determination. The Marine activates from RC to AR or transitions. The S-1 chief applies the component effective at reporting period end.
- Abbreviated AN or AR. Per MARADMIN 575/24MARADMIN 575/24 and MARADMIN 634/23MARADMIN 634/23, abbreviated reports apply during transition years.
- Promotion within reporting period. The Marine promotes mid-period. The S-1 chief schedules per the higher rank end date going forward.
Authority
This sub-page sits under MCO 1610.7BMCO 1610.7B Appendix A (Annual Fitness Report Schedule) and Chapter 3 paragraph 2 (Submission Schedule). MARADMIN 575/24MARADMIN 575/24 Amendment 2 to PES sets AR E5 through E8 end date as 31 October beginning 2025. MARADMIN 634/23MARADMIN 634/23 set AC CAPT through LTCOL, SgtMaj, MGySgt end dates. MARADMIN 595/24MARADMIN 595/24 Amendment 3 to PES sets SgtMaj and MGySgt 5-page format effective 1 Jan 2025. MARADMIN 308/23MARADMIN 308/23 announced MCO 1610.7B revision. S-1 responsibilities sit at MCO 5000.14DMCO 5000.14D MCAP enclosure 4. The processing workflow maps to NAVMC 3500.3E T-R event 0102-GENA-1008.
Related references
- MCO 1610.7B Appendix A dated 4 Dec 2024. Authoritative reporting schedule.
- MCO 1610.7B Chapter 3 paragraph 2. 30-day submission window from end of period.
- MARADMIN 575/24. AR E5 through E8 end-of-October change.
- MARADMIN 634/23. AC CAPT through LTCOL, SgtMaj, MGySgt schedule update.
- MARADMIN 595/24. SgtMaj and MGySgt 5-page format effective 1 Jan 2025.
- MARADMIN 308/23. Announced MCO 1610.7B revision.
- MCO 5000.14D Marine Corps Administrative Procedures. S-1 PES responsibilities.
- MCTFSPRIUM. PES transaction format.
- NAVMC 3500.3E Manpower and Administration T-R Manual. Event 0102-GENA-1008.
Same topic, other roles
References
- MCO 1610.7B Marine Corps Performance Evaluation System Appendix A
- MARADMIN 575/24 Amendment 2 to PES (AR reporting period end date change)
- MARADMIN 634/23 Change to Annual FITREP Schedule (Active Component CAPT through LTCOL, SgtMaj, MGySgt)
- MARADMIN 308/23 Revision of MCO 1610.7B
- MARADMIN 595/24 Amendment 3 to PES (SgtMaj and MGySgt 5-page format)
- MCO 5000.14D Marine Corps Administrative Procedures
- MCTFSPRIUM Marine Corps Total Force System Personnel Reporting Instructions Users Manual
- NAVMC 3500.3E Manpower and Administration T-R Manual
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