NCOER/ERs

Question 1

What Army Regulation prescribes the policies for completing evaluation reports that support the Evaluation
Reporting System (ERS)?

Answer 1

AR 623-3

Question 2

What DA Pamphlet prescribes the procedures for completing evaluation reports that support the Evaluation
Reporting System (ERS)?

Answer 2

DA Pam 623-3

Question 3

What does the Evaluation Reporting System (ERS) identify?

Answer 3

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)

Question 4

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

Answer 4

1. 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 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

Question 5

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?

Answer 5

1. 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.
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 Army
   professional values uniquely established for each respective corps.
3. 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)

Question 6

What is the basic structure of the ERS?

Answer 6

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)

Question 7

What is the ERS Process designed to do?

Answer 7

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)

Question 8

What will a rating chain for an NCO consist of?

Answer 8

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

Question 9

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?

Answer 9

Yes

Question 10

What is an NCOER?

Answer 10

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)

Question 11

How many and what are the types of NCOERs?

Answer 11

There are 7:

1. Annual
2. Change of Rater
3. Relief for Cause
4. Complete the Record
5. 60 Day Rater Option
6. 60 Day Senior Rater Option
7. Temporary Duty, Special Duty or Compassionate Reassignment

Question 12

What is the minimum period of time for rater qualification?

Answer 12

3 Rated Months

AR 623-3 May 2006 / 2-5 / PDF 19

Question 13

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

Answer 13

2 months

AR 623-3 May 2006 / 2-7 / PDF 21

Question 14

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

Answer 14

Never

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

Question 15

What form is used for the NCO

Answer 15

Counseling/Checklist Record?

DA Form 2166-8-1

Question 16

What are some of the uses of an NCOER?

Answer 16

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)

Question 17

What is a rating scheme?

Answer 17

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)

Question 18

What forms are used for the NCOER?

Answer 18

DA 2166-8-1, NCO Counseling Checklist/Record

DA 2166-8, NCO Evaluation Report.

Question 19

What is the minimum time period before the initial counseling must be done?

Answer 19

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)

Question 20

The intitial counseling is slightly different than future counselings in that it primarily focuses on what areas?

Answer 20

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

Question 21

Who is the last individual to sign the NCOER?

Answer 21

The rated NCO

AR 623-3 May 2006 / 3-37 / PDF 45

Question 22

Does the rated NCOs signature mean that the rated NCO approve of the bullets / comment on the NCOER?

Answer 22

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)

Question 23

Are NCOERs required for POWs?

Answer 23

No

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

Question 24

What are the parts of the NCOER?

Answer 24

Part 1: Administative Data
Part 2: Authentication
Part 3: Duty Description
Part 4: Army Values/NCO Responsibilities
Part 5: Overall Performance and Potential

(DA PAM 623-3 May 2006 / 3-4 / PDF 43)

Question 25

What is the minimum period of time for the reviewer?

Answer 25

None,there is no minimum time required

AR 623-3 May 2006 / 3-8 / PDF 22

Question 26

Are handwritten comments allowed on the NCOER?

Answer 26

No

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

Question 27

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

Answer 27

No

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

Question 28

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

Answer 28

Physical Fitness / Military Bearing

AR 623-3 May 2006 / Glossary / PDF 103

Question 29

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

Answer 29

Yes.

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

Question 30

Who receives an NCOER?

Answer 30

All NCOs

DA PAM 623-3 May 2006 / 3-2 / PDF 40

Question 31

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

Answer 31

None

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

Question 32

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?

Answer 32

Relief-for-cause