What Army Regulation prescribes the policies for completing evaluation reports that support the Ebaluation Reporting system (ERS)?
AR 623-3
What DA Pamphlet prescribes the procedures for completing evaluation reports that support the Evaluation Reporting System (ERS)
DA Pam 623-3
What does the Evaluation Reporting System (ERS) identify?
The ERS identifies officers and non-commissioned officers who are best qualified for promotion and assignments to positions of higher responsibility.
ERS also identifies Soldiers who should be kept on active duty, those who should be retained in grade, and those who should be eliminated.
Under the ERS a Soldier is evaluated on performance and potential. In this system, what three kind of evaluations ar given?
- Duty evaluations. Either the DA Form 67–9 or DA Form 2166–8 is used for these evaluations.
- School evaluations. Either the DA Form 1059 and DA Form 1059–1 is used for these evaluations.
- DA evaluations. Selection boards and personnel management systems are used for these evaluations. Duty and school evaluations are single time-and-place evaluations and are used to make DA evaluations. DA evaluations cover the entire career of an officer and non-commissioned officer.
DA evaluations focus on an individual Soldier’s potential. They are judgments on their ability to perform at current and higher grades, and they are also made to judge whether an officer or NCO should be retained and given greater responsibility in their present grade. In making DA evaluations, what three factors are considered?
- Army requirements for leaders: officers and non-commissioned officers frequently change. At times, the Army has a need for leaders with certain backgrounds, experience, and expertise. The size of the Army leader corps by law 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.
- 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 Army professional values uniquely established for each respective corps.
- Leader qualifications. It must be considered in order to meet Army needs for outstanding leaders of troop or technical units, supporting staff managers, and technical specialists. One consideration in determining qualifications is the different skills and backgrounds required by different specialties. Another consideration is a Soldier’s individual progress through specialist fields to positions of greater responsibility. In addition, their length of service, civil schooling, military schooling, or other unique skills required by the Army are considered.
What is te basic structure of te ERS?
- allows the rater to give shape and direction to the rated officer or noncommissioned 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.
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 them to meet current needs.
- Promote performance-related counseling to develop subordinates and better accomplish the organization’s mission.
- Evaluate the rated leader’s performance.
- Assess the rated leader’s performance.
- ensure a reviw of the entire process.
- Non-commissioned officer’s organizational rating chain use DA Form 2166–8; and DA Form 2166–8–1.
What will a rating chain for an NCO consist of?
- Rated NCO
- Rater
- Senior Rater
- Reviewer
Can an NCO that is on a recommended list for promotion or frocked to one of the top three NCO grades (first sergeant (1SG), SGM, or CSM) and is serving in an authorized position for the new grade, rate any NCO under their supervision, if after the rater’s promotion he/she will be senior in pay grade or date of rank to the rated NCO?
Yes
what is an NCOER?
Rating chain members use the DA Form 2166–8 (NCOER) to provide DA with performance and potential assessments of each rated NCO. The DA Form 2166–8 also provides evaluation information to ensure that sound personnel management decisions can be made andthat an NCO’s potential can be fully developed.
What types of NCOERs are there?
- Annual
- Change of Rater
- Relief for Cause
- Complete the Record
- 60 Day Rater Option
- 60 Day Senior rater Option
- Temporary Duty, Special Duty or Compassionate Reassignment
What is the minimum period of time for rater qualification?
3 Rated Months
What is the minimum period of time for senior rater qualifications?
2 months
When will a member of an allied force meet senior rater qualifications?
Never
What form is used for the NCO Counseling/Checklist Record?
DA Form 2166-8-1
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.
What is a rating scheme?
A rating scheme is the published rating chain of the NCO’s rating officials (rater, senior rater, and reviewer).
What forms are used for the NCOER?
DA 2166-8-1, NCO Counseling Checklist/Record
DA 2166-8, NCO Evaluation Report
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
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.
Who is the last individual to sign the NCOER?
The rated NCO
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 the completed report.
Are NCOERs required for POWs?
No
What are the parts of the NCOER?
PartI. Administrative Data
PartII. Authentication
PartIII. Duty Description
Part IV. Army Values/ NCO Responsibilities
Part V. Overall Performance and Potential.
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Counseling33
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NCO Duties, Responsibilities and Authority28
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NCO History18
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NCOER /ERS32
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Promotions and Reductions34
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Leaves and Passes22
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Military Justice19
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Code of Conduct14
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Guard Duty27
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Army HIstory44
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Customs and Courtesies34
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Drill and Ceremony46
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Battle Focused Training86
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Training the Force46
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The Army Plan13
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Land Navigation77
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First Aid72
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Chemical, Biolocial,Radiological, and Nuclear65
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Field Sanitation27
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Physical Security20
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Leadership33
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Chain of Command15
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Uniforms87
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Army Programs156
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Weapons-M437
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Weight Control23
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Pysical Training20
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Awards and Decorations58
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Unit history10
