Free 5164 R Form in PDF

Instructions on Writing 5164 R

Filling out the DA Form 5164-R, a Hands-On Evaluation form, is a crucial step in documenting the performance and skill level of individuals undergoing specific tasks or training within a structured setting. This form serves as a structured way to assess and provide feedback on individuals' performance, ensuring standards are met and identifying areas for improvement. The careful completion of this document contributes significantly to the overall evaluation process, ensuring transparency and accountability in performance assessments.

Here’s how to fill it out:

1. Start by entering the TASK TITLE at the top of the form. This should clearly state the task being evaluated.
2. Fill in the DATE of the evaluation next to the task title. Ensure the date format follows that used by your organization or the standard DD/MM/YYYY format.
3. Enter the TASK NUMBER, a unique identifier for the task, provided in the guidelines or task description documents.
4. Under the ITEM column, list all the performance steps or items that will be evaluated. These should be specific actions or criteria the individual must accomplish or demonstrate.
5. Next to each performance step, you will see two columns labeled SCORE, with options for "PASS" or "FAIL." For each item listed under the ITEM column, check "PASS" if the individual successfully completed the task to the required standard, or "FAIL" if the individual did not meet the expected standard.
6. In the spaces provided under EVALUATOR'S NAME, write the name of the person conducting the evaluation. This adds accountability and ensures that any follow-up or verification needed can be directed appropriately.
7. Under SOLDIER'S NAME, fill in the name of the individual being evaluated. Make sure the name is written clearly to avoid any confusion with other records.
8. The UNIT STATUS GO / NO GO section at the bottom of the form is for overall evaluation. Mark ‘GO’ if the overall performance is satisfactory or ‘NO GO’ if the individual has failed to meet the required standards across the evaluated tasks.
9. Lastly, check the box under the signature line to indicate whether all previous editions of the form are considered obsolete (if applicable), ensuring the version being used is up to date as per the APD V2.01 LL or the latest provided guidelines.

Remember, the DA Form 5164-R is more than just paperwork; it's a vital tool in the development and assessment of skills within the framework it is used. Make sure all information is accurate and complete before submission.

What is the DA Form 5164-R used for?

The DA Form 5164-R, known as the Hands-On Evaluation form, is used within the United States Army to document and assess a soldier’s performance during specific tasks. It allows evaluators to record the outcomes of each task performed, rating them as PASS or FAIL. This form plays a critical role in training and evaluating soldiers' proficiency in their designated tasks, contributing to their overall development and readiness for their responsibilities.

Who is responsible for conducting evaluations using the DA Form 5164-R?

Evaluations on the DA Form 5164-R are typically conducted by designated evaluators who are usually superiors or training officers competent to judge the performance of the task being assessed. These individuals must be familiar with the standards expected for each task to provide fair and accurate assessments of a soldier's performance.

Can a soldier fail a task on the DA Form 5164-R and still pass the overall evaluation?

Yes, a soldier can fail individual tasks listed on the DA Form 5164-R but still pass the overall evaluation, depending on the criteria set for the evaluation. Some evaluations may allow for a certain number of tasks to be failed as long as essential tasks are passed and the overall performance meets the standards required for the soldier’s role and responsibilities.

What happens if a soldier fails an evaluation on the DA Form 5164-R?

If a soldier fails an evaluation documented on the DA Form 5164-R, they may be required to undergo additional training and re-evaluation. The specific consequences and next steps can vary depending on the nature of the task, the soldier's role, and the discretion of the commanders and training officers involved. These measures ensure that all soldiers meet the necessary competency and readiness levels.

Is the DA Form 5164-R used for evaluations in all Army units?

While the DA Form 5164-R is widely used across various units of the Army for hands-on evaluations, the applicability and usage might vary depending on the specific requirements of each unit and the nature of the tasks being evaluated. It is designed to be flexible to cater to a wide range of evaluation needs within the Army.

How often are soldiers evaluated with the DA Form 5164-R?

The frequency of evaluations using the DA Form 5164-R can vary widely depending on the unit's training schedule, the soldier's role, and specific readiness requirements. Some soldiers might be evaluated more frequently than others, especially if their roles require highly specialized skills or if they are in a training phase.

What does the evaluator do if a soldier passes all tasks on the DA Form 5164-R?

If a soldier passes all tasks on the DA Form 5164-R, the evaluator will typically document this accomplishment, which may positively impact the soldier’s career progression, such as promotions or access to advanced training opportunities. Passing all tasks is a clear indicator of a soldier's competence and readiness.

Are the results of the DA Form 5164-R shared with the evaluated soldier?

Yes, the results of evaluations conducted using the DA Form 5164-R are generally shared with the evaluated soldiers. This feedback process is vital for their development, allowing them to understand their performance areas well and identifying aspects needing improvement. Sharing results promotes transparency and helps in setting goals for future assessments.

Filling out the DA Form 5164-R, also known as the "Hands-On Evaluation," can be a straightforward process, but mistakes are common. These errors can not only delay progress but also affect the evaluation outcomes. Understanding these common mistakes helps ensure that evaluations are completed accurately and efficiently.

One of the first mistakes people make is not double-checking the form version they're using. The form clearly states that the edition of DEC 82 is obsolete, yet individuals sometimes overlook this and submit an outdated version. Always ensure the version is APD V2.01, as mentioned at the bottom of the form, to avoid using outdated criteria or missing new updates.

Another frequent mistake involves not correctly filling out the "SOLDIER'S NAME" and "EVALUATOR'S NAME" fields. This might seem like a minor detail, but incorrect or incomplete names can lead to confusion about who was evaluated and who conducted the evaluation. It’s essential to write clearly and verify that all names are accurately recorded.

A significant area where errors occur is in the scoring section, particularly with the abbreviations used for "PASS" (P) and "FAIL" (F), as well as the distinction between "GO" and "NO GO." Participants sometimes mark the incorrect box or leave it blank, leading to ambiguous results. Ensuring that each item is scored accurately with a clear indication of the outcome is critical for the evaluation's integrity.

Confusion about the TASK NUMBER and PERFORMANCE STEP TITLE fields also leads to mistakes. These sections are designed to specify precisely what evaluation is being performed, but when they are filled out vaguely or incorrectly, it can invalidate the evaluation. It’s important to reference the specific task and step titles accurately and ensure they match the intended evaluation criteria.

Overlooking to check the boxes for "LL" (Live Load) and "CL" (Combat Load) statuses is another common error. These indicators are crucial for understanding the context of the evaluation but are often left blank or marked inaccurately. Clear communication about the load status being evaluated helps provide clarity and relevance to the performance assessment.

Last but not least, ignoring the instructions for use provided at the top of the form is a fundamental mistake. These instructions, referenced as "For use of this form, see STP 11-25S14-SM-TG; the proponent agency is TRADOC," are essential for understanding how to properly fill out the form. Skipping over this guidance can lead to misinterpretations of how to correctly complete the form and report the evaluation.

In sum, avoiding these common pitfalls can greatly improve the accuracy and efficacy of the DA Form 5164-R Processing. Attention to detail, adherence to instructions, and clarity in filling out each section are key to ensuring that hands-on evaluations are conducted effectively and yield meaningful results.

When dealing with the DA Form 5164-R, commonly referred to as the "Hands-On Evaluation" form, it is not uncommon to encounter a range of supplementary forms and documents that are used in tandem to ensure a comprehensive assessment and documentation of a soldier's performance and capabilities. These forms are utilized by the U.S. Army as part of its structured training and evaluation processes, designed to standardize the assessment of soldiers’ skills. Understanding these associated documents can provide a clearer view of the broader administrative landscape and how it facilitates a soldier's development and readiness.

• DA Form 4856: Developmental Counseling Form – This form is a key instrument for documenting counseling sessions between leaders and their subordinates. It is designed to record the details of counseling sessions, including the purpose, plan of action, and assessment of progress. It is often used alongside the DA Form 5164-R to ensure that any areas requiring improvement are addressed through structured counseling and guidance.
• DA Form 4187: Personnel Action Form – This form is utilized for requesting personnel actions within the Army, ranging from reassignments and extra rations to name changes and reclassification of roles. In relation to the DA Form 5164-R, the DA Form 4187 may be used to process any personnel actions that arise as a result of the evaluation, such as reassignments based on demonstrated skills or identified training needs.
• NCO Evaluation Report (NCOER) – While not a form in the same manner as others mentioned, the NCO Evaluation Report is a critical document for evaluating non-commissioned officers. It complements the DA Form 5164-R by providing a structured method to assess and document leadership, performance, and potential over time. It ensures that NCOs are adequately recognized for their capabilities and contributions.
• DA Form 705: Army Physical Fitness Test Scorecard – Given the Army's emphasis on physical fitness, the DA Form 705 is frequently used alongside the DA Form 5164-R. It provides a standardized method to record and assess a soldier's physical fitness level. This assessment is crucial for determining a soldier's overall readiness and ability to perform various tasks.

Each of these forms plays a vital role in the administrative and development processes within the Army. They work in concert to ensure a holistic approach to assessing, counseling, and managing the vast array of personnel within the military framework. Proper understanding and use of these documents, in conjunction with the DA Form 5164-R, underline the comprehensive approach taken towards maintaining a well-trained, highly capable, and effectively managed military force.

The DA Form 5164-R, primarily used for hands-on evaluations in the military, shares similarities with the DA Form 4856, which is the Developmental Counseling Form. Both forms are crucial in the assessment and development phases of a soldier's career. The DA Form 4856 is used for documenting counseling sessions between leaders and their subordinates, focusing on performance, professional development, and personal issues. Like the 5164-R, it serves as a written record that can influence future evaluations and decisions.

Another document that bears resemblance to the DA Form 5164-R is the NCO Evaluation Report (DA Form 2166-9 Series). This series of forms is used to evaluate non-commissioned officers in the U.S. Army, emphasizing their leadership abilities, professionalism, and performance. The process of evaluation, similar to the hands-on evaluation, is critical for career advancement, providing a structured way to assess an individual's capabilities and areas for improvement.

The DA Form 705, or Army Physical Fitness Test Scorecard, also aligns with the DA Form 5164-R in its evaluative purpose. The DA Form 705 is used to record the results of a soldier's physical fitness test, noting scores in various physical exercises. Like the 5164-R, this form acts as a critical evaluation tool, assessing the physical readiness of soldiers to perform their duties.

Similar to the DA Form 5164-R, the DA Form 4187, known as the Personnel Action form, is used within the Army to request or record personnel actions for an individual soldier. While the 4187 doesn't directly evaluate performance, it is often initiated based on outcomes documented in forms like the 5164-R. Actions such as changes in duty, reassignments, or special programs are often the result of observed performance and evaluations.

The AER Form 600-700, the Army Emergency Relief Loan/Grant Application, although serving a different primary purpose from the DA Form 5164-R, shares the component of recording specific personal data and information for review and decision-making. This form is utilized when soldiers or their families are in need of financial assistance, requiring thorough documentation and evaluation of the applicant’s situation before a decision is made.

Lastly, the Medical Evaluation Board Proceedings (DA Form 3947) shares similarities with the DA Form 5164-R in terms of evaluation, but focuses on the medical fitness of a soldier for continued service. This form is used to document the findings and recommendations of the Medical Evaluation Board. Like the 5164-R, the aim is to assess the individual’s ability to meet the demands of their role, albeit from a medical standpoint.

Filling out the DA Form 5164-R, which involves a hands-on evaluation, requires attention to detail and clarity. Below are some key dos and don'ts to guide you through the process. These tips will help ensure that your submission is both accurate and effective.

• Review the entire form before starting. Familiarize yourself with all sections to ensure you understand what information is required.
• Use a pen with black ink. This ensures that your entries are legible and photocopy well.
• Print legibly or type your responses. Clarity is crucial for accurate record-keeping and review.
• Check each item carefully. Make sure you correctly mark the performance step title and the corresponding score, whether it's PASS or FAIL.
• Include the date of evaluation. This is essential for record accuracy and tracking progress over time.
• Provide the evaluator's name and signature. This validates the assessment.
• Fill out the soldier's name and unit status. This information is critical for identifying whom the evaluation concerns and their current role.

• Leave any sections blank. If an item does not apply, mark it as N/A (Not Applicable) instead of leaving it empty.
• Use pencil or colored ink. These can smudge or fade, making your form hard to read or photocopy.
• Rush through the form. Take your time to ensure that each section is filled out correctly and thoughtfully.
• Skip the step of double-checking your work. Review your entries to catch and correct any mistakes.
• Forget to include all necessary attachments or supplemental documents. These can be critical for a comprehensive evaluation.
• Use shorthand or acronyms that aren't universally recognized. Write clearly to ensure understanding by all who review the document.
• Alter the form layout or structure. Stick to the established format to maintain uniformity and ensure compliance.

Approaching the DA Form 5164-R with these guidelines in mind will help streamline the process and avoid common pitfalls. The goal is not just to complete the form, but to create a clear, accurate, and valuable evaluation of performance that can be used effectively in review and planning.

Understanding the DA Form 5164-R, a document widely used within the United States Army for conducting hands-on evaluations, is crucial for accurately assessing soldiers' performance in specific tasks. Despite its straightforward aim, misconceptions about this form persist, clouding its effective use and interpretation.

• Misconception 1: The DA Form 5164-R is used for general performance reviews.
  Contrary to this belief, the form is specifically designed for hands-on evaluation of soldiers' performance in particular tasks, as outlined in various Army Training programs. It is not a general review form but a targeted assessment tool.

• Misconception 2: Any evaluator can complete the DA Form 5164-R.
  This is not accurate. Only qualified evaluators who have been appropriately educated and deemed competent are authorized to assess soldiers using this form. The evaluator’s expertise ensures the assessment’s validity and reliability.

• Misconception 3: The "PASS/FAIL" criteria are subjectively determined.
  Though it might seem that evaluators have broad discretion, the PASS or FAIL determination is based on strict Army standards and the performance objectives described in the STP (Soldier's Training Publication). This ensures consistency and fairness in evaluations.

• Misconception 4: There is no follow-up required after a "FAIL" is recorded.
  In reality, a FAIL outcome initiates a series of remedial actions designed to address skill gaps, including retraining and re-evaluation. This ensures that all soldiers meet the Army's stringent competence requirements.

• Misconception 5: The form is only for lower-ranking soldiers.
  The DA Form 5164-R is utilized across various ranks within the Army to assess task-specific performance. It is not limited by rank but by the relevance of the evaluated task to the soldier's role and responsibilities.

• Misconception 6: Completion of the form marks the end of the evaluation process.
  Completion of the form is a critical step, but it is part of a broader evaluation and development process that includes feedback, action planning, and, if necessary, re-evaluation. The focus is on continuous improvement.

• Misconception 7: Digital versions of the form are not acceptable.
  While the DA Form 5164-R was initially designed to be completed in paper format, the increasing digitization within the Army allows for electronic completion and submission, subject to specific guidelines to ensure authenticity and security.

By dispelling these misconceptions, individuals can better understand the purpose and process of the DA Form 5164-R, leading to a more effective and accurate assessment of soldiers' capabilities and potential areas of improvement. Recognizing the intended use and limitations of the form ensures that evaluations are conducted fairly, consistently, and in line with the Army's standards for excellence.

Filling out and using the DA Form 5164-R, known as the Hands-On Evaluation form, requires attention to detail and understanding of its purpose. This form is used within the U.S. Army to document a soldier's performance in a specific task, evaluating their competence through a series of performance steps. Here are key takeaways to ensure accurate and effective use of this form:

• Understand the Form's Purpose: The DA Form 5164-R is designed to provide a standardized method for evaluating a soldier's hands-on performance and skills in a specific task, contributing to their overall training and development within the Army.
• Complete All Sections: Each section of the form, including the task title, date, task number, performance steps, scores, and evaluator's and soldier's names, must be completed with accurate information.
• Performance Step Title: Clearly outline each performance step involved in the task. These steps should be described in a way that is easy to understand and follow.
• Scoring: The evaluator must check either 'PASS' or 'FAIL' for each performance step. It is crucial to base this decision on objective criteria to ensure a fair evaluation.
• Include Evaluator's and Soldier's Names: Proper identification of both the evaluator and the soldier being evaluated is necessary for record-keeping and accountability.
• Use the Latest Form Version: Always ensure that the most recent version of the DA Form 5164-R is used. The form's bottom right corner indicates the version and update information.
• Performance Results: The 'GO' or 'NO GO' box at the end of the form summarizes the overall performance of the soldier. This summary reflects whether the soldier has successfully demonstrated competence in the task.
• Review and Signature: After completion, the form should be reviewed for accuracy and completeness, then signed by the evaluator. This step is essential for the validation of the evaluation.
• Record Keeping: Keep a secure record of the completed DA Form 5164-R. These documents may need to be referenced for future evaluations, promotions, or training needs.

Accurately completing and utilizing the DA Form 5164-R is integral to the professional development of soldiers in the U.S. Army. It provides a clear, objective, and standardized method for evaluating essential tasks and skills. Attention to the proper use of this form ensures that the evaluation process is fair, efficient, and effective.