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What Army Regulation prescribes the policies for completing evaluation reports that support the EvaluationReporting System (ERS)?
AR 623-3
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What DA Pamphlet prescribes the procedures for completing evaluation reports that support the EvaluationReporting System (ERS)?
DA Pam 623-3
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What does the Evaluation Reporting System (ERS) identify?
The ERS identifies officers and non-commissioned officers who are best qualified for promotion and assignments topositions of higher responsibility. ERS also identifies Soldiers who should be kept on active duty, those who should beretained in grade, and those who should be eliminated
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Under the ERS a Soldier is evaluated on performance and potential. In this system, what three kinds ofevaluations are given?
Duty evaluations. Either the DA Form 67–9 or DA Form 2166–8 is used for these evaluations.2. School evaluations. Either the DA Form 1059 and DA Form 1059–1 is used for these evaluations.3. DA evaluations. Selection boards and personnel management systems are used for these evaluations. Duty andschool evaluations are single time-and-place evaluations and are used to make DA evaluations. DA evaluationscover the entire career of an officer and non-commissioned officer
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DA evaluations focus on an individual Soldier's potential. They are judgments on their ability to perform atcurrent and higher grades, and they are also made to judge whether an officer or NCO should be retained andgiven greater responsibility in their present grade. In making DA evaluations, what three factors areconsidered?
Army requirements for leaders: officers and non-commissioned officers frequently change. At times, the Armyhas a need for leaders with certain backgrounds, experience, and expertise. The size of the Army leader corps bylaw in terms of strength by grade. Army needs limit the number of selections and assignments that can be made.Thus, a leader’s potential is partially determined by how they compare with their peers.2. Duty performance. Performance of duty is an extremely important factor in determining a leader’s potential.Duty performance is judged by how well a Soldier performs their assigned tasks and how well they meet Armyprofessional values uniquely established for each respective corps.
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What is the basic structure of the ERS?
Allows the rater to give shape and direction to the rated officer or non-commissioned officer’s performance.Provides a chain-of-command evaluation of a Soldier’s performance and potential.Allows the entire evaluation reporting process to be reviewed.
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What is the ERS Process designed to do?
Set objectives for the rated Soldier that supports the organization’s overall achievement of the mission.Review the rated Soldier’s objectives, special duties, assigned tasks, or special areas of emphasis and update themto meet current needs.Promote performance-related counseling to develop subordinates and better accomplish the organization’smission.Evaluate the rated leader’s performance.Assess the rated leader’s potential.Ensure a review of the entire process.Non-commissioned officer’s organizational rating chain use DA Form 2166–8; and DA Form 2166–8–1.
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What will a rating chain for an NCO consist of?
Rated NCORaterSenior RaterReviewer
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Can an NCO that is on a recommended list for promotion or frocked to one of the top three NCO grades (firstsergeant (1SG), SGM, or CSM) and is serving in an authorized position for the new grade, rate any NCO undertheir supervision, if after the rater's promotion he/she will be senior in pay grade or date of rank to the ratedNCO?
Yes
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How many types of NCOERs are there?
There are 7:1. Annual2. Change of Rater3. Relief for Cause4. Complete the Record5. 60 Day Rater Option6. 60 Day Senior Rater Option7. Temporary Duty, Special Duty or Compassionate Reassignment
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What is the minimum period of time for rater qualification?
3 Rated Months
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What is the minimum period of time for senior rater qualifications?
2 months
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When will a member of an allied force meet senior rater qualifications?
Never
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What are some of the uses of an NCOER?
- The information in evaluation reports, the Army’s needs, and the individual Soldier’s qualifications will be used
- together as a basis for such personnel actions as school selection, promotion, assignment, military occupational
- specialty (MOS) classification, command sergeant major (CSM) designation, and qualitative management.
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What is a rating scheme?
A rating scheme is the published rating chain of the NCO’s rating officials (rater, senior rater, and reviewer).
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What forms are used for the NCOER?
- DA 2166-8-1, NCO Counseling Checklist/Record
- DA 2166-8, NCO Evaluation Report.
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What is the minimum time period before the initial counseling must be done?
- Within the first 30 days of the rating period, effective date of lateral appointment to corporal, or promotion to sergeant,
- the rater will conduct the first counseling session with the rated NCO
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The intitial counseling is slightly different than future counselings in that it primarily focuses on what areas?
- Communicating performance standards to the rated NCO. It should specifically let the rated NCO know what is
- expected during the rating period. The rater shows the rated NCO the rating chain and a complete duty description,
- discusses the meaning of the values and responsibilities contained on the NCOER, and explains the standards for
- success
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Who is the last individual to sign the NCOER?
The rated NCO
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Does the rated NCOs signature mean that the rated NCO approve of the bullets / comment on the NCOER?
- No, The rated Soldier’s signature will only verify the accuracy of the administrative data in Part I, to include non rated
- time; the rating officials in Part II; the APFT and height and weight data; and that the rated Soldier has seen thecompleted report.
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Are NCOERs required for POWs?
No
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What is the minimum period of time for the reviewer?
None,there is no minimum time required
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Will any references be made in an NCOER to an incomplete investigation (formal or informal) concerning a
Soldier?
No
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Rating an NCO's fears, inner feelings, enthusiasm, and overall confidence falls into which Values/NCO
Responsibility block?
Physical Fitness / Military Bearing
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Is the use of the 2166-8-1 mandatory for counseling all NCOs in the ranks of CPL through CSM?
Yes.
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Who receives an NCOER?
All NCOs
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What annotation will be made on the NCOER for a NCO's performance as a member of a Court Martial?
None
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What NCOER is used upon the removal of an NCO from a ratable assignment based on the decision by a
member of the NCO's chain of command?
Relief-for-cause
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