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127 Cards in this Set

  • Front
  • Back

AR 623-3

Evaluation Reporting System

Para 1-1, AR 623-3

Eval standards for all: officers, warrants, enlisted

DA Form 2166-8-1

NCOER Counseling and support form

DA Form 2166-8

NCOER Form

DA Form 1059

Service School Academic Evaluation Report

DA Form 1059

Service School Academic Evaluation Report

What do rating schemes show?

The rater's name, indicate the effective date for each designated rating official

Time frame: an NCOER need to reach HRC

NTL 90 days after the THRU date of the evaluation report

When should the rated Soldier be provided a copy of his or her rater's and senior rater's support forms?

At the beginning of the rating period

Who is responsible for the evaluation function

Rating officials, rated Soldier, bde and bn s1, hqda

Who is responsible for the evaluation function

Rating officials, rated Soldier, bde and bn s1, hqda

What will evaluate the performance and potential of noncommissioned officers in the grade of SGT through CSM in wartime and peacetime?

NCOER, DA Form 2166-8

What does the NCOER identify for the Army?

Identifies Soldiers who are best qualified for promotion and assignment to positions of greater responsibility. The ERS also identifies Soldiers who will be kept on active duty, retained in rank, or eliminated from military service

What does the NCOER identify for the Army?

Identifies Soldiers who are best qualified for promotion and assignment to positions of greater responsibility. The ERS also identifies Soldiers who will be kept on active duty, retained in rank, or eliminated from military service

2 categories of Evaluation Reports

Performance evaluations and school evaluations

What does the NCOER identify for the Army?

Identifies Soldiers who are best qualified for promotion and assignment to positions of greater responsibility. The ERS also identifies Soldiers who will be kept on active duty, retained in rank, or eliminated from military service

2 categories of Evaluation Reports

Performance evaluations and school evaluations

Focus of performance evaluations

Soldier's duty performance, potential assessment, and promotion potential

What does the NCOER identify for the Army?

Identifies Soldiers who are best qualified for promotion and assignment to positions of greater responsibility. The ERS also identifies Soldiers who will be kept on active duty, retained in rank, or eliminated from military service

2 categories of Evaluation Reports

Performance evaluations and school evaluations

Focus of performance evaluations

Soldier's duty performance, potential assessment, and promotion potential

Focus of school evaluations

The Soldier's performance and accomplishments while attending a school


Of course

Primary function of the NCOER

Provide info to HQDA for use in making personnel management decisions

Primary function of the NCOER

Provide info to HQDA for use in making personnel management decisions

Secondary function of NCOER

Encourage leader professional development, enhance mission accomplishment

Do Corporals receive NCOERs?

No, corporals only receive the counseling support form, DA Form 2166-8-1

Do Corporals receive NCOERs?

No, corporals only receive the counseling support form, DA Form 2166-8-1

When will initial counseling be completed by

Initial counseling within 30 days of the beginning rating period, and then quarterly for NCOs

Do Corporals receive NCOERs?

No, corporals only receive the counseling support form, DA Form 2166-8-1

When will initial counseling be completed by

Initial counseling within 30 days of the beginning rating period, and then quarterly for NCOs

3 things that should be considered when preparing an evaluation report

Experience, efforts, and expectations of the rated person

Do Corporals receive NCOERs?

No, corporals only receive the counseling support form, DA Form 2166-8-1

When will initial counseling be completed by

Initial counseling within 30 days of the beginning rating period, and then quarterly for NCOs

3 things that should be considered when preparing an evaluation report

Experience, efforts, and expectations of the rated person

Who can require changes to be made to an NCOER?

No one unless it's to make the evaluation conform with AR 623-3

Do Corporals receive NCOERs?

No, corporals only receive the counseling support form, DA Form 2166-8-1

When will initial counseling be completed by

Initial counseling within 30 days of the beginning rating period, and then quarterly for NCOs

3 things that should be considered when preparing an evaluation report

Experience, efforts, and expectations of the rated person

Who can require changes to be made to an NCOER?

No one unless it's to make the evaluation conform with AR 623-3

If a commander believes an NCOER may be rendered by a subordinate or subordinate command, is illegal or unjust, what must be done?

Commander must conduct a commanders inquiry

Do Corporals receive NCOERs?

No, corporals only receive the counseling support form, DA Form 2166-8-1

When will initial counseling be completed by

Initial counseling within 30 days of the beginning rating period, and then quarterly for NCOs

3 things that should be considered when preparing an evaluation report

Experience, efforts, and expectations of the rated person

Who can require changes to be made to an NCOER?

No one unless it's to make the evaluation conform with AR 623-3

If a commander believes an NCOER may be rendered by a subordinate or subordinate command, is illegal or unjust, what must be done?

Commander must conduct a commanders inquiry

Scope of commanders inquiry for NCOER

Matters related to the clarity of the report, facts within the report, compliance of evaluation with policies and procedures IAW HQDA, and conduct of rated Soldier and rating chain

Do Corporals receive NCOERs?

No, corporals only receive the counseling support form, DA Form 2166-8-1

When will initial counseling be completed by

Initial counseling within 30 days of the beginning rating period, and then quarterly for NCOs

3 things that should be considered when preparing an evaluation report

Experience, efforts, and expectations of the rated person

Who can require changes to be made to an NCOER?

No one unless it's to make the evaluation conform with AR 623-3

If a commander believes an NCOER may be rendered by a subordinate or subordinate command, is illegal or unjust, what must be done?

Commander must conduct a commanders inquiry

Scope of commanders inquiry for NCOER

Matters related to the clarity of the report, facts within the report, compliance of evaluation with policies and procedures IAW HQDA, and conduct of rated Soldier and rating chain

Can the commander direct that an evaluation report be changed?

No. command influence may not be used.

Do Corporals receive NCOERs?

No, corporals only receive the counseling support form, DA Form 2166-8-1

When will initial counseling be completed by

Initial counseling within 30 days of the beginning rating period, and then quarterly for NCOs

3 things that should be considered when preparing an evaluation report

Experience, efforts, and expectations of the rated person

Who can require changes to be made to an NCOER?

No one unless it's to make the evaluation conform with AR 623-3

If a commander believes an NCOER may be rendered by a subordinate or subordinate command, is illegal or unjust, what must be done?

Commander must conduct a commanders inquiry

Scope of commanders inquiry for NCOER

Matters related to the clarity of the report, facts within the report, compliance of evaluation with policies and procedures IAW HQDA, and conduct of rated Soldier and rating chain

Can the commander direct that an evaluation report be changed?

No. command influence may not be used.

Can you request the NCOER prepared by a precious unit on a Soldier?

No, requests to access evaluation reports prepared by another unit or rating change cannot be granted

Who establishes the rating chain?

Commander establishes rating chain

Who approves the rating chain?

The next higher CDR, commandant, leader of an organization

Who approves the rating chain?

The next higher CDR, commandant, leader of an organization

What will the rating gain consist of

Rated NCO, rater, senior rater

Who approves the rating chain?

The next higher CDR, commandant, leader of an organization

What will the rating gain consist of

Rated NCO, rater, senior rater

Who will normally be the rater for an NCOER?

Generally the immediate supervisor

Requirements to be a rater for an NCOER?

Rater will be an officer or NCO of the US armed forces or employee of a us government agency. Rater will be supervisor for a minimum of 90 calendar days.

Who approves the rating chain?

The next higher CDR, commandant, leader of an organization

What will the rating gain consist of

Rated NCO, rater, senior rater

Who will normally be the rater for an NCOER?

Generally the immediate supervisor

Requirements to be a rater for an NCOER?

Rater will be an officer or NCO of the US armed forces or employee of a us government agency. Rater will be supervisor for a minimum of 90 calendar days.

Requirements to be a senior rater

Member of armed forces, senior to rater, and in direct line of supervision of rated NCO. Senior rater will be the immediate supervisor of the rater and designated as the rated NCO's senior rater for a minimum of 60 calendar days.

Who approves the rating chain?

The next higher CDR, commandant, leader of an organization

What will the rating gain consist of

Rated NCO, rater, senior rater

Who will normally be the rater for an NCOER?

Generally the immediate supervisor

Requirements to be a rater for an NCOER?

Rater will be an officer or NCO of the US armed forces or employee of a us government agency. Rater will be supervisor for a minimum of 90 calendar days.

Requirements to be a senior rater

Member of armed forces, senior to rater, and in direct line of supervision of rated NCO. Senior rater will be the immediate supervisor of the rater and designated as the rated NCO's senior rater for a minimum of 60 calendar days.

What personnel should review every NCOER?

Rated NCO's 1sg, CSM, or SGM to ensure accountability of Soldier's NCOERs and to supervise performance of junior NCOs.

Who approves the rating chain?

The next higher CDR, commandant, leader of an organization

What will the rating gain consist of

Rated NCO, rater, senior rater

Who will normally be the rater for an NCOER?

Generally the immediate supervisor

Requirements to be a rater for an NCOER?

Rater will be an officer or NCO of the US armed forces or employee of a us government agency. Rater will be supervisor for a minimum of 90 calendar days.

Requirements to be a senior rater

Member of armed forces, senior to rater, and in direct line of supervision of rated NCO. Senior rater will be the immediate supervisor of the rater and designated as the rated NCO's senior rater for a minimum of 60 calendar days.

What personnel should review every NCOER?

Rated NCO's 1sg, CSM, or SGM to ensure accountability of Soldier's NCOERs and to supervise performance of junior NCOs.

Minimum amount of time required before an NCO can be rated?

90 days in same position under same rater

Responsibility of the rated Soldier

Perform to best of ability, participate in counseling, assess objectives, describe duties, review and sign evaluation

Responsibility of the rated Soldier

Perform to best of ability, participate in counseling, assess objectives, describe duties, review and sign evaluation

Who will provide a copy of their support Form, along with the senior rater's support Form, to the rated Soldier at the beginning of the rating period

The rater

Responsibility of the rated Soldier

Perform to best of ability, participate in counseling, assess objectives, describe duties, review and sign evaluation

Who will provide a copy of their support Form, along with the senior rater's support Form, to the rated Soldier at the beginning of the rating period

The rater

Who will discuss the scope of the rated soldier's duty description with him or her?

The rater

Responsibility of the rated Soldier

Perform to best of ability, participate in counseling, assess objectives, describe duties, review and sign evaluation

Who will provide a copy of their support Form, along with the senior rater's support Form, to the rated Soldier at the beginning of the rating period

The rater

Who will discuss the scope of the rated soldier's duty description with him or her?

The rater

When must the rater discuss the scope of the rated Soldiers duty descriptions with him or her?

Within 30 days after the beginning of rating period

What should the rater discuss during the initial counseling if the rated Soldier is recently assigned to an organization?

The counseling should outline a duty description and performance objectives to guide the new NCO in achieving the standards

What should the rater discuss during the initial counseling if the rated Soldier is recently assigned to an organization?

The counseling should outline a duty description and performance objectives to guide the new NCO in achieving the standards

Who is responsible for verifying apft, height and weight information on NCOER?

The rater

What should the rater discuss during the initial counseling if the rated Soldier is recently assigned to an organization?

The counseling should outline a duty description and performance objectives to guide the new NCO in achieving the standards

Who is responsible for verifying apft, height and weight information on NCOER?

The rater

Does the rater have to place comments on the NCOER for a failed pt test?

Yes

What should the rater discuss during the initial counseling if the rated Soldier is recently assigned to an organization?

The counseling should outline a duty description and performance objectives to guide the new NCO in achieving the standards

Who is responsible for verifying apft, height and weight information on NCOER?

The rater

Does the rater have to place comments on the NCOER for a failed pt test?

Yes

What should be done if the rated NCO does not meet height and weight standards?

The rater must annotate a no and provide comments

Who is responsible for ensuring that the signed and completed NCOER is provided to HQDA and rated NCO?

The senior rater

Roles of senior rater when completing an NCOER

Perform review before forwarding it to the reviewer, review and initial the DA Form 2166-8-1 at the beginning of the rating period and sign the completed NCOER at the end of the rating when preparing their portion of the NCOER

Roles of senior rater when completing an NCOER

Perform review before forwarding it to the reviewer, review and initial the DA Form 2166-8-1 at the beginning of the rating period and sign the completed NCOER at the end of the rating when preparing their portion of the NCOER

When will a reviewer provide comments on an NCOER

Only when I'm disagreement with the rater of senior rater. The reviewer indicates concurrence or nonconcurrence with rater or senior rater by checking appropriate box in part II and adding an enclosure, not to exceed one page

Roles of senior rater when completing an NCOER

Perform review before forwarding it to the reviewer, review and initial the DA Form 2166-8-1 at the beginning of the rating period and sign the completed NCOER at the end of the rating when preparing their portion of the NCOER

When will a reviewer provide comments on an NCOER

Only when I'm disagreement with the rater of senior rater. The reviewer indicates concurrence or nonconcurrence with rater or senior rater by checking appropriate box in part II and adding an enclosure, not to exceed one page

What happens if the rater is no longer eligible to rate the NCO

If rated period has not been met it will be considered non rated time and a new rater will be assigned. If the rated period has been met the senior rater will perform the rater's functions, provided rater qualifications are met. The senior rater will serve as both the rater and senior rater.

What happens if rater or senior rater are suspended

The suspended time will be nonrated time

Are comments during a nonrated time allowed on an NCOER

No. comments about events during nonrated periods are prohibitted

Are comments during a nonrated time allowed on an NCOER

No. comments about events during nonrated periods are prohibitted

What are the two types of evaluation reports

Mandatory and optional

Are comments during a nonrated time allowed on an NCOER

No. comments about events during nonrated periods are prohibitted

What are the two types of evaluation reports

Mandatory and optional

What does the follow up Form with the support Form enhance

The follow up counseling enhances mission related planning assessment and performance

Are comments during a nonrated time allowed on an NCOER

No. comments about events during nonrated periods are prohibitted

What are the two types of evaluation reports

Mandatory and optional

What does the follow up Form with the support Form enhance

The follow up counseling enhances mission related planning assessment and performance

Examples of prohibited items on NCOER

Differences relating to race, color, religion, gender, age, sexual orientation, or national origin

Different types of NCOER

Change of rater, annual, extended annual, change of duty, depart temporary duty, relief for cause, complete the record, senior rater option

What should senior rater comments convey in order of precedence

Promote: when should NCO be promoted, select: select for school attendance and when they should be selected, assign: what type of position would NCO best serve the army