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NCOER/ERS
STUDYING FOR THE BOARD
32
Other
Professional
02/10/2009

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Term
What Army Regulation prescribes the policies for completing evaluation reports that support
the Evaluation Reporting System (ERS)?
Definition
AR 623-3
Term
What DA Pamphlet prescribes the procedures for completing evaluation reports that support
the Evaluation Reporting System (ERS)?
Definition
DA Pam 623-3
Term
What does the Evaluation Reporting System (ERS) identify?
Definition
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.
Term
Under the ERS a Soldier is evaluated on performance and potential. In this system, what three kinds of evaluations are given?
Definition
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.
Term
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?
Definition
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 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.
Term
What is the basic structure of the ERS?
Definition
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
Term
What is the ERS Process designed to do?
Definition
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.
 Noncommissioned officer’s organizational rating chain use DA Form 2166–8; and DA Form
2166–8–1.
Term
What will a rating chain for an NCO consist of?
Definition
Rated NCO
 Rater
 Senior Rater
 Reviewer
Term
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?
Definition
Yes
Term
What is an NCOER?
Definition
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 and that an NCO’s potential can be fully developed.
Term
How many types of NCOERs are there?
Definition
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
Term
What is the minimum period of time for rater qualification?
Definition
3 Rated months
Term
What is the minimum period of time for senior rater qualifications?
Definition
2 Months
Term
When will a member of an allied force meet senior rater qualifications?
Definition
Never
Term
What form is used for the NCO Counseling/Checklist Record?
Definition
DA Form 2166-8-1
Term
What are some of the uses of an NCOER?
Definition
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
Term
What is a rating scheme?
Definition
A rating scheme is the published rating chain of the NCO’s rating officials (rater, senior rater, and
reviewer).
Term
What forms are used for the NCOER?
Definition
DA 2166-8-1, NCO Counseling Checklist/Record
 DA 2166-8, NCO Evaluation Report.
Term
What is the minimum time period before the initial counseling must be done?
Definition
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
Term
The initial counseling is slightly different than future counselings in that it primarily focuses on
what areas?
Definition
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.
Term
Who is the last individual to sign the NCOER?
Definition
The Rated NCO
Term
Does the rated NCOs signature mean that the rated NCO approves of the bullets / comments on the NCOER?
Definition
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.
Term
Are NCOERs required for POWs?
Definition
No
Term
What are the parts of the NCOER?
Definition
Part I. Administrative Data
Part II. Authentication
Part III. Duty Description
Part IV. Army Values/ NCO Responsibilities
Part V. Overall Performance and Potential
Term
What is the minimum period of time for the reviewer?
Definition
None, there is no minimum time required
Term
Are handwritten comments allowed on the NCOER?
Definition
No
Term
Will any references be made in an NCOER to an incomplete investigation (formal or informal) concerning a Soldier?
Definition
No
Term
Rating an NCO's fears, inner feelings, enthusiasm, and overall confidence falls into which Values/NCO Responsibility block?
Definition
Physical Fitness/Military Bearing
Term
Is the use of the 2166-8-1 mandatory for counseling all NCOs in the ranks of CPL through CSM?
Definition
Yes
Term
Who receives an NCOER?
Definition
All NCOs in the rank of SGT through CSM.
Term
What annotation will be made on the NCOER for a NCO's performance as a member of a Court Martial?
Definition
None
Term
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?
Definition
Relief-for-cause
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