Officer/NCO Evaluation Reporting System

Question 1

What regulations cover the Officer/NCO Evaluation Reporting System

Answer 1

AR 623-3 and DA PAM 623-3

Question 2

What form do you use for an NCOER?

Answer 2

DA Form 2166-9

Question 3

What form is used for school evaluations?

Answer 3

DA Form 1059

Question 4

What is the primary function of the ERS?

Answer 4

To provide information to HQDA for use in making personnel management decisions

Question 5

When will an initial counseling be conducted?

Answer 5

Within 30 days of the start of the rating period and then quarterly thereafter

Question 6

What does the Evaluation Reporting System (ERS) identify

Answer 6

• Officers and NCOs who are best qualified for promotion and positions of higher responsibility
• Soldiers who should be kept on active duty
• Soldiers who should be retained in grade
• Soldiers who should be eliminated

Question 7

Who has the power to change an NCOER if it is rendered “unjust”?

Answer 7

The Commander or Commodant

Question 8

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

Answer 8

• Duty evaluations
• School evaluations
• DA evaluations

Question 9

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 9

• Army requirements for leaders
• Duty performance
• Leader qualifications

Question 10

What is the basic structure of the ERS?

Answer 10

• 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.

Question 11

In the DA Form 2166-9 series, who is in the rating chain?

Answer 11

• Rated NCO
• Rater
• Senior rater
• Supplementary reviewer

Question 12

What are the raters requirements?

Answer 12

• Immediate supervisor
• Responsible for directing and assessing the soldiers performance
• Will normally be senior to the soldier in grade or date of rank

Question 13

What is the ERS Process designed to do?

Answer 13

• 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.

Question 14

What is an NCOER?

Answer 14

A form used to provide DA with performance and potential assessments of each rated NCO.

Question 15

How many types of NCOER’s are there?

Answer 15

There are 7:
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

Question 16

What is the minimum period of time for rater qualification?

Answer 16

3 rated months

Question 17

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

Answer 17

2 months

Question 18

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

Answer 18

Never

Question 19

What are some of the uses of an NCOER?

Answer 19

A basis for such personnel actions as school selection, promotion, assignment, military occupational specialty (MOS) classification, command sergeant major (CSM) designation, and qualitative management.

Question 20

What is a rating scheme?

Answer 20

A rating scheme is the published rating chain of the NCO’s rating officials (rater, senior rater, and reviewer).

Question 21

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

Answer 21

Communicating performance standards to the rated NCO. It should specifically let the rated NCO know what is expected during the rating period.

Question 22

Who is the last individual to sign the NCOER?

Answer 22

The rated NCO

Question 23

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

Answer 23

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.

Question 24

Are NCOERs required for POWs?

Answer 24

No

Question 25

What are the parts of an NCOER?

Answer 25

PartI. Administrative Data
PartII. Authentication
PartIII. Duty Description
Part IV. Army Values/ NCO Responsibilities
Part V. Overall Performance and Potential.

Question 26

What is the minimum period of time for the reviewer?

Answer 26

There is none

Question 27

Are handwritten comments allowed on the NCOER?

Answer 27

No

Question 28

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

Answer 28

No

Question 29

Who receives an NCOER?

Answer 29

CPL through CSM

Question 30

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

Answer 30

None

Question 31

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 31

Relief for cause