DD Form 2799 Employee Performance Plan and Results Report

DD Form 2799 or the "Employee Performance Plan And Results Report" is a Department of Defense-issued form used by and within the United States Army.

The form - often mistakenly referred to as the DA form 2799 - was last revised on December 1, 2015. Download an up-to-date fillable PDF version of the DD 2799 down below or find it on the Department of Defense documentation website.

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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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