Army Evaluation Reporting System Overview
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Questions and Answers

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.

Under the ERS, what three kinds of evaluations are given?

<ol> <li>Duty evaluations, 2. School evaluations, 3. DA evaluations</li> </ol> Signup and view all the answers

In making DA evaluations, what three factors are considered?

<ol> <li>Army requirements for leaders, 2. Duty performance, 3. Leader qualifications</li> </ol> Signup and view all the answers

What is the basic structure of the ERS?

<ol> <li>Allows the rater to give shape and direction, 2. Provides a chain-of-command evaluation, 3. Allows for process review</li> </ol> Signup and view all the answers

What is the ERS Process designed to do?

<ol> <li>Set objectives for the rated Soldier, 2. Review objectives and update, 3. Promote counseling, 4. Evaluate performance, 5. Assess potential</li> </ol> Signup and view all the answers

What will a rating chain for an NCO consist of?

<ol> <li>Rated NCO, 2. Rater, 3. Senior Rater, 4. Reviewer</li> </ol> Signup and view all the answers

An NCO on a recommended list for promotion can rate any NCO under their supervision.

<p>True</p> Signup and view all the answers

What is an NCOER?

<p>Rating chain members use the DA Form 2166-8 to provide performance and potential assessments.</p> Signup and view all the answers

How many types of NCOERs are there?

<p>There are 7: Annual, Change of Rater, Relief for Cause, Complete the Record, 60 Day Rater Option, 60 Day Senior Rater Option, Temporary Duty.</p> Signup and view all the answers

What is the minimum period of time for rater qualification?

<p>3 Rated Months</p> Signup and view all the answers

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

<p>2 months</p> Signup and view all the answers

A member of an allied force can meet senior rater qualifications.

<p>False</p> Signup and view all the answers

What form is used for the NCO Counseling/Checklist Record?

<p>DA Form 2166-8-1</p> Signup and view all the answers

What are some uses of an NCOER?

<p>The NCOER can influence school selection, promotion, assignment, MOS classification, and command sergeant major designation.</p> Signup and view all the answers

What is a rating scheme?

<p>A rating scheme is the published rating chain of the NCO's rating officials.</p> Signup and view all the answers

What forms are used for the NCOER?

<p>DA 2166-8-1, NCO Counseling Checklist/Record and DA 2166-8, NCO Evaluation Report.</p> Signup and view all the answers

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

<p>Within the first 30 days of the rating period.</p> Signup and view all the answers

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

<p>Communicating performance standards to the rated NCO.</p> Signup and view all the answers

Who is the last individual to sign the NCOER?

<p>The rated NCO</p> Signup and view all the answers

Does the rated NCO's signature mean that they approve of the bullets/comment on the NCOER?

<p>False</p> Signup and view all the answers

Are NCOERs required for POWs?

<p>False</p> Signup and view all the answers

What are the parts of the NCOER?

<p>Part I - Administrative Data, Part II - Authentication, Part III - Duty Description, Part IV - Army Values/NCO Responsibilities, Part V - Overall Performance and Potential.</p> Signup and view all the answers

What is the minimum period of time for the reviewer?

<p>None, there is no minimum time required.</p> Signup and view all the answers

Are handwritten comments allowed on the NCOER?

<p>False</p> Signup and view all the answers

Will any references be made in an NCOER to an incomplete investigation concerning a Soldier?

<p>False</p> Signup and view all the answers

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

<p>Physical Fitness/Military Bearing</p> Signup and view all the answers

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

<p>True</p> Signup and view all the answers

Who receives an NCOER?

<p>All NCOs</p> Signup and view all the answers

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

<p>None</p> Signup and view all the answers

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?

<p>Relief-for-cause</p> Signup and view all the answers

Study Notes

Evaluation Reporting System (ERS)

  • Governed by Army Regulation (AR) 623-3, which outlines policies for evaluation report completion.
  • Procedures for evaluations are detailed in DA Pamphlet 623-3.

Purpose of ERS

  • Identifies officers and non-commissioned officers (NCOs) qualified for promotions and assignments to higher positions.
  • Determines active duty retention, grade retention, or elimination of Soldiers.

Types of Evaluations Under ERS

  • Duty Evaluations: Use DA Form 67-9 or DA Form 2166-8 for performance appraisal.
  • School Evaluations: Conducted with DA Form 1059 and DA Form 1059-1.
  • DA Evaluations: Evaluate overall career performance and cover various stages and selections.

Factors in DA Evaluations

  • Army Requirements: Changing needs for leaders guide potential assessments based on peer comparisons.
  • Duty Performance: Success in assigned tasks and adherence to Army values are critical.
  • Leader Qualifications: Skills, backgrounds, service length, and educational qualifications are considered.

Structure and Process of ERS

  • Establishes a performance direction for rated Soldiers and provides a comprehensive evaluation review.
  • The process aims to set and evaluate objectives tailored to organizational mission success.

Rating Chain for NCOs

  • Consists of the Rated NCO, Rater, Senior Rater, and Reviewer.

NCOER (Non-Commissioned Officer Evaluation Report)

  • DA Form 2166-8 captures performance assessments necessary for personnel management.
  • Seven distinct types of NCOERs, including Annual and Change of Rater evaluations.

Counseling and Review Requirements

  • The first counseling must occur within the first 30 days of the rating period.
  • Initial counseling focuses on performance standards and expectations.

Signatures and Approval

  • Rated NCO is the last to sign the NCOER; their signature does not indicate approval of content, only verification of data accuracy.

NCOER Parts Overview

  • Part I: Administrative Data
  • Part II: Authentication
  • Part III: Duty Description
  • Part IV: Army Values and Responsibilities
  • Part V: Overall Performance and Potential

Handwritten Comments and Investigations

  • Handwritten remarks on NCOER are prohibited, and references to incomplete investigations are not included.

Specific Cases In NCOER

  • No evaluations are required for POWs, and performance in court martial is not documented on the NCOER.
  • Relief-for-cause NCOER used for removal from ratable assignments based on chain of command decisions.

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Description

This quiz covers the Evaluation Reporting System (ERS) governed by Army Regulation 623-3. It explains the purpose of ERS, types of evaluations, and the factors influencing DA evaluations. Test your knowledge on how the ERS impacts officer and NCO promotions and assignments.

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