Fillable Dd Form 2799 - Employee Performance Plan And Results Report printable pdf download

EMPLOYEE PERFORMANCE PLAN AND RESULTS REPORT

(This form is protected by the Privacy Act of 1974, as amended.)

BASIC INSTRUCTIONS FOR COMPLETION

PART A - PERFORMANCE PLANNING (AI 63 Enclosure 3)

PART D - ANNUAL RATING OF RECORD AND PERFORMANCE

BASED RECOGNITION (AI 63 Enclosure 4)

Within 30 days of entrance on duty or the start of the appraisal period, a

performance plan shall be prepared on DD Form 2799.

The minimum appraisal period is 90 days. At the end of the appraisal

period, employee has 7 days to provide a self assessment narrative

Appraisal Periods:

(optional), which will be considered by the Rating Official when

GS-12 and below and FWS Employees:

April 1 to March 31

preparing the summary rating. Within 20 days of the end of the

GS-13 and above:

July 1 to June 30

appraisal period, the Rating Official shall compare employee

performance against the established critical elements and performance

Section I - Identifying Information. Rating Official completes.

standards; consider the employee's self assessment; rate each critical

element; and assign a recommended summary rating.

Section II - Performance Plan. Rating Official in collaboration with

employee completes and forwards to Reviewing Official for final approval.

Section I - Identifying Information. Rating Official completes.

Section III - Performance Plan Signatures. Reviewing Official

Section II - Employee Self Assessment Narrative. The employee

reviews/revises and approves performance plan, signs and dates and

provides a self assessment narrative (optional).

returns to Rating Official. Rating Official and employee sign and date. A

plan is considered effective when all signatures/acknowledgements are

Section III - Critical Elements Rating and Supporting Narrative.

acquired. Employee signature serves as acknowledgement of form content,

Rating Official considers performance during the entire appraisal period,

not necessarily agreement.

the employee's self assessment, rates each critical element

(U = Unacceptable, M = Met, E = Exceeded, NR = Not Rated) and

PART B - EMPLOYEE DEVELOPMENT (AI 63 Enclosure 3)

prepares a narrative to support the critical element ratings. If a critical

element is Met, no written narrative is required for that element.

Any time during the appraisal period Rating Officials and employees may

identify training or developmental opportunities beneficial to the agency and

Section IV - Summary Rating. Rating Official assigns a recommended

the employee. Opportunities identified are not an employee entitlement or a

summary rating (Level 1 = Unacceptable, 3 = Fully Successful,

management commitment and are subject to approval and funding

4 = Exceeds Fully Successful, 5 = Exceptional).

availability.

Section V - Performance Recognition. Rating Official recommends

Section I - Identifying Information. Rating Official completes.

performance recognition, if applicable, and forwards performance plan to

the Reviewing Official, who in turn reviews and discusses with the

Section II - Employee Development Plan. Rating Official in collaboration

Approving Official. Working in conjunction with the Rating Official, the

with employee completes and forwards to Reviewing Official for final

Reviewing Official and/or Approving Official retain the authority to revise

approval. Changes can be made to this section any time during the

any part of the employee's recommended rating and/or performance award.

performance period.

Section VI - Performance Rating Signatures. The Reviewing Official

Section III - Employee Development Plan Signatures.

and, if applicable, the Approving Official sign and date the form. The

Reviewing Official signs form and returns to Rating Official. Rating Official

Rating Official reviews approved rating of record and monetary

and employee review, sign and date. A plan is effective when all signatures

recognition (amount and type), discusses with the employee, and both

are acquired. Employee signature serves as acknowledgement of form

sign and date the form. Employee signature serves as

content, not necessarily agreement.

acknowledgement of form content, not necessarily agreement.

PART C - PERFORMANCE MONITORING AND PROGRESS REVIEW

Section VII - Continuation Space for Documentation. This section

(AI 63 Enclosure 3)

can be used for additional narrative pertaining to any part/section of the

form where space provided is insufficient. Part/Section being continued

At a minimum, there shall be one documented progress review midway

shall be annotated.

through the appraisal period. Employee performance relative to each

critical element; changes in mission, responsibilities and resources;

COMPLETED DD FORM 2799:

performance successes or deficiencies, and corrections shall be discussed

and plans altered if required.

The Rating Official keeps a copy of the completed and signed Employee

Performance Plan and Results Report, provides the employee a copy,

Section I - Identifying Information. Rating Official completes.

and forwards the final in pdf format to Washington Headquarters

Services, Human Resources Directorate, Labor and Management

Section II - Progress Review(s). The Rating Official and employee are

Employee Relations Division within 60 days from the end of the

encouraged to complete collaboratively, however, employee self

appraisal period for processing.

assessment narrative is optional. At discretion of Rating Official, multiple

progress reviews can be documented throughout the appraisal period in the

Forms should be sent to HRDPerformanceMgmt@whs.mil

Performance Monitoring and Progress Review section.

or sent on a CD to:

Washington Headquarters Services

Section III - Performance Monitoring and Progress Review Signatures.

Human Resources Directorate

Rating Official and employee sign and date. A review is complete when all

Labor and Management Employee Relations Division

signatures are acquired.

4800 Mark Center Drive, Suite 03D08

Alexandria, VA 22350.

DD FORM 2799, DEC 2015

Page 1 of 6 Pages

PREVIOUS EDITION IS OBSOLETE.

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Dd Form 2799 - Employee Performance Plan And Results Report

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