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How to Request a Board of Inquiry Packet Review

Sign and Submit Evaluation to HQDA

Sign and Submit Evaluation to HQDA

Whether you are an ink-signed NCOER or an AER, you must ensure that the evaluation you submit to HQDA includes the full SSN of the person you are evaluating. This provides credibility during the evaluation process and enables you to confirm that the rated Soldier has received the evaluation report. Ink-signed OERs/NCOERs/AERs must include the … Read more

How to Use the Unlock Rater Profile Process

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Using a Rater Profile Process is very important because it will enable you to ensure that the Ratings you are sending out are accurate. The reason why it is important is that if you don’t, your employees will end up getting a poor rating. In addition, you will be able to monitor the ratings your … Read more

The Army Performance Evaluation Guide

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How to Request a Board of Inquiry Packet Review

A Board of Inquiry (BOI) packet can affect an officer’s career, separation status, promotion prospects, and future eligibility for military service. Reviewing the packet before submission or before appearing before the board helps identify missing documents, inaccurate allegations, weak evidence, and procedural concerns.

The process depends on the notice received, the governing Army regulation, the officer’s status, and the command’s instructions. A packet review is different from simply proofreading a memorandum. It involves checking the factual record, administrative timeline, supporting evidence, and proposed response.

Because BOI matters can involve significant legal and career consequences, personnel should treat general online guidance as a starting point rather than a substitute for advice from a military defense counsel, legal assistance attorney, or qualified representative.

What the Review Should Cover

A thorough review begins by identifying why the board was initiated and what outcome the command is seeking. Read the initiating memorandum, notice of proposed action, supporting documents, and any enclosures together. The packet should clearly identify the allegations, the applicable authority, and the rights provided to the affected officer.

Check whether the packet is complete and internally consistent. Names, dates, ranks, duty positions, evaluation periods, counseling records, investigations, and adverse actions should match across documents. Errors that appear minor can become important if they affect credibility or suggest that the command relied on inaccurate information.

The review should also separate proven facts from opinions, hearsay, assumptions, and unsupported conclusions. A negative evaluation or prior counseling statement may be relevant, but its meaning depends on the circumstances, response history, and whether it was properly prepared and filed.

Start With the Notice and Governing Authority

The notice usually explains the reason for the board, the proposed characterization or action, the response deadline, and available rights. Do not rely on a general calendar estimate. The controlling date is the date and method of service shown in the notice or acknowledged by the recipient.

Confirm which regulation and local procedures apply. Officer elimination and BOI matters commonly involve Army personnel and separation rules, while other administrative boards may follow different authorities. The correct source may affect whether the person can submit matters, request witnesses, challenge evidence, appear with counsel, or seek additional time.

A legal reviewer can also determine whether the command complied with required procedural steps. That assessment may include notice, opportunity to respond, disclosure of evidence, impartiality, jurisdiction, and proper routing. A packet review should flag possible issues without overstating them as guaranteed grounds for dismissal.

Organize Evidence Around the Allegations

Create an allegation-by-allegation response matrix. For each claim, list the supporting document, disputed fact, available witness, and proposed response. This approach prevents a long narrative from obscuring the specific evidence that addresses each issue.

Useful materials may include orders, duty descriptions, counseling forms, awards, medical documentation, correspondence, performance records, witness statements, and prior favorable evaluations. Organize files chronologically and label them consistently. Avoid submitting irrelevant material that makes the packet difficult to follow.

Performance documentation can require special care. When an evaluation is part of the record, compare it with the applicable rating chain and the circumstances surrounding its preparation. Guidance on NCOER senior rater comments can help explain why evaluation language must be accurate, specific, and connected to observed performance.

Compare the Main Review Paths

The correct review path depends on whether the packet is still being assembled, has been served, or has already been submitted. A person may first request an informal command correction, then provide a formal written response, or work through counsel to raise procedural objections.

Keep proof of every submission. Save the original file, final signed version, attachments, email transmission, delivery receipt, and any acknowledgment. If the command uses a personnel system or designated administrative office, follow its naming, formatting, and routing requirements.

Review stage Main objective Documents to examine Typical action
Before service Identify weaknesses early Draft notice, investigations, evaluations, counseling records Request corrections or supporting records
After service Protect response rights Notice, enclosures, deadlines, election forms Consult counsel and submit matters
Before board appearance Prepare the presentation Evidence packet, witness list, exhibits, allegations Organize testimony and objections
After submission Confirm the official record Final packet, receipts, later correspondence Track status and preserve proof

A deadline extension may be possible, but it should be requested promptly and in writing. Explain the reason, such as unavailable records, counsel scheduling, or the need to obtain witness statements. An extension is not automatic, so continue preparing while the request is pending.

Avoid Common Packet Problems

One frequent error is sending a response that attacks personalities instead of addressing facts. A professional submission should acknowledge unfavorable information when appropriate, explain context, correct inaccuracies, and identify reliable evidence. Emotional language can distract from legitimate procedural or factual issues.

Another problem is assuming that a document is harmless because it appears elsewhere in the official record. If a record is inaccurate, incomplete, or taken out of context, the response should identify the specific concern and provide a supported explanation. Do not alter original documents or submit materials that cannot be authenticated.

A rater or senior rater document may also require careful handling when it is part of the allegations. Personnel who need background on drafting evaluation material can review using EES to draft an OER, then compare the disputed evaluation with the applicable rating responsibilities and documented performance.

Prepare a Focused Submission

Before sending the packet, use a short quality-control process. Recommendations include:

  • Verify the response deadline, delivery method, and required signature format.
  • Match every allegation with a factual response and supporting exhibit.
  • Separate privileged legal communications from materials intended for submission.
  • Use a chronological exhibit index with clear file names and page references.
  • Ask counsel or an experienced reviewer to check both substance and procedure.

Do not send confidential material to an unofficial website or unverified email address. Use approved Army channels and follow instructions from the servicing legal office, administrative office, or board authority. Retain a complete copy of everything submitted.

Move the Request Forward

Request the review as soon as the notice arrives, even if the packet appears incomplete. Provide the reviewer with the notice, all enclosures, relevant evaluations, prior correspondence, deadlines, and a concise timeline of events. Early organization gives counsel more time to identify missing records and develop a coherent response.

For a formal legal assessment, contact the appropriate military defense counsel or legal assistance office and ask what representation or consultation is available for the specific board. A well-organized packet review can help protect response rights, clarify the record, and ensure that the board receives a factual and properly supported presentation.

The Rating Chain Tool User’s Guide

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Whether new or experienced, the Rating Chain Tool User’s Guide can help you get the most from your equipment. This article will cover the key features of the tool as well as provide some frequently asked questions and tips. Exploitability Researchers can quickly determine the potential impact of an exploit using the Exploitability of Rating … Read more

Creating an Evaluation Reporting System

Creating an Evaluation Reporting System

Creating an Evaluation Reporting System is essential to achieving the mission of the HQDA. The purpose of the system is to ensure that evaluations are done on a timely basis and that the information is accurate. The system also helps to ensure that officials who conduct rating activities are eligible to do so. In addition, … Read more

What is the iPERMS website?

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How Do I Find My Military ID Number?

The military ID card has a unique identification number that you can use to access various services and places. It is issued to active duty service members, National Guard members, civilian employees of the Defense Department, and some contractors. You must have this card to access certain installations, buildings, and secured computer networks. Regardless of … Read more

How Do I View My ERB?

You can check your promotion points online by viewing your Enlisted Record Brief. This is your official military file. You can access it through the Human Resources Command’s iPERMS website, or you can print it from your S1. This document contains the information you need to calculate your promotion points. In order to view your … Read more

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