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32 Cards in this Set

  • Front
  • Back
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?
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)
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?
1. Army requirements for leaders: officers and NCOs frequently change. At times, the Army has need of leaders with certain backgrounds, experience, and expertise. Army needs limit the number of selections and assignments that can be made. A leader’s potential is partly determined by how they compare with peers.
2. Duty performance. Performance of duty is an important factor in determining a leader’s potential. This is judged by how well a Soldier performs assigned tasks and how well they meet Army professional values for each 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 is the different skills and backgrounds required by different specialties. Another consideration is a Soldiers individual progress through specialist fields to positions of greater responsibility. Also length of service, schooling, training and unique skills
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
Rater
Senior Rater
Reviewer
(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?
Yes
(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:

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
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?
Never
(AR 623-3 May 2006 / 2-4 / PDF 19)
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.
(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 success.
(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?
No
(AR 623-3 May 2006 / 3-27 / PDF 42)
What are the parts of the NCOER?
1 - Administrative Data
2 - Authentication
3 - Duty Description
4 - Army Values/NCO Responsibilities
5 - Overall Performance and Potential

(DA PAM 623-3 May 2006 / 3-4 / PDF 43)
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?
No
(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?
No
(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?
Yes.
(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?
None
(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?
Relief-for-cause