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 noncommissioned 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.

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 noncommissioned officer.

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 noncommissioned 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
Armyprofessional 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.

What is the basic strucure of the ERS?
•        Allows the rater to give shape and direction to the rated officer or noncommissioned 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.

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 accompish the organization’s
•        Evaluate the rated leader’s performance.
•        Assess the rated leader’s potential.
•        Ensure a review of the entire process.
•        Noncommissioned officer’s organizational rating chain use DA Form 2166–8; and DA Form 2166–8–1.

What will a rating chain for an NCO consist of?
•        Rated NCO
•        Rater
•        Senior Rater
•        Reviewer

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?

What is an NCOER?
Raters 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 and that an NCO’s potential can be fully developed.

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

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

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

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.

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

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

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

Who is the last individual to sign the NCOER?
The rated NCO

Does the rated NCOs signature mean that the rated NCO approve of the bullets / comment on the
No, The rated Soldier’s signature will only verify the accuracy of the administrative data in Part I, to include nonrated
time; the rating officials in Part II; the APFT and height and weight data; and that the rated Soldier has seen the
completed report.

Are NCOERs required for POWs?

What are the parts of the NCOER?
Part I. Administrative Data
Part II. Authentication
Part III. Duty Description
Part IV. Army Values/ NCO Responsibilities
Part V. Overall Performance and Potential.

What is the minimum period of time for the reviewer?
None, there is no minimum time required

Are handwritten comments allowed on the NCOER?

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

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

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

Who can receive an NCOER?
All NCOs

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

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?
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