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Flashcards in NCOER / ERS Deck (32)
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What Army Regulation prescribes the policies for completing evaluation reports that
support the Evaluation 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.
(DA PAM 623-3 May 2006 /1-8 / PDF 8)


Under the ERS a Soldier is evaluated on performance and potential. In this system, what
three kinds of evaluations are given?

Duty evaluations. Either the DA Form 67–9 or DA Form 2166–8 is used for these
School evaluations. Either the DA Form 1059 and DA Form 1059–1 is used for these
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 PAM 623-3 May 2006 /1-8 / PDF 8)


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
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.
(DA PAM 623-3 May 2006 / 1-8 / PDF 8)


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.
(DA PAM 623-3 May 2006 / 1-8 / PDF 9)


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 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.
(DA PAM 623-3 May 2006 / 1-8 / PDF 9)


What will a rating chain for an NCO consist of?

Rated NCO
Senior Rater
(AR 623-3 May 2006 / 2-3 / PDF 18)


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?

(AR 623-3 May 2006 / 2-5 / PDF 20)


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.
(DA PAM 623-3 May 2006 / 3-2 / PDF 40)


How many types of NCOERs are there?

There are 7:
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
(AR 623-3 May 2006 / 2-5 / PDF 19)


What is the minimum period of time for senior rater qualifications?

2 months
(AR 623-3 May 2006 / 2-7 / PDF 21)


When will a member of an allied force meet senior rater qualifications?

(AR 623-3 May 2006 / 2-4 / PDF 19)


When will a member of an allied force meet senior rater qualifications?

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.
(AR 623-3 May 2006 / 1-8 / PDF 16)


What is a rating scheme?

A rating scheme is the published rating chain of the NCO’s rating officials (rater, senior
rater, and reviewer).
(AR 623-3 May 2006 / Glossary / PDF 116)


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
(DA PAM 623-3 May 2006 / 3-1 / PDF 36)


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
(DA PAM 623-3 May 2006 / 3-1 / PDF 36)


Who is the last individual to sign the NCOER?

The rated NCO
(AR 623-3 May 2006 / 3-37 / PDF 45)


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.
(AR 623-3 May 2006 / 3-37 / PDF 45)


Are NCOERs required for POWs?

(AR 623-3 May 2006 / 3-27 / PDF 42)


What are the parts of the NCOER?

Part I. Administra tive Data
Part II. Authentication
Part III Duty Description
Part IV. Army Values/NCO Responsibilities
Part V. Overall Performance and Potential.


What is the minimum period of time for the reviewer?

None,there is no minimum time required
(AR 623-3 May 2006 / 3-8 / PDF 22)


Are handwritten comments allowed on the NCOER?

(AR 623-3 May 2006 / 3-22 / PDF 41)


Will any references be made in an NCOER to an incomplete investigation (formal or
informal) concerning a Soldier?

(AR 623-3 May 2006 / 3-23 / PDF 41)


Rating an NCO's fears, inner feelings, enthusiasm, and overall confidence falls into
which Values/NCO Responsibility block?

Physical Fitness / Military Bearing
(AR 623-3 May 2006 / Glossary / PDF 103)


Is the use of the 2166-8-1 mandatory for counseling all NCOs in the ranks of CPL
through CSM?

(DA PAM 623-3 May 2006 / 3-1 / PDF 36)


Who receives an NCOER?

All NCOs
(DA PAM 623-3 May 2006 / 3-2 / PDF 40)


What annotation will be made on the NCOER for a NCO's performance as a member of
a Court Martial?

(AR 623-3 May 2006 / 3-30 / PDF 43)


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?