U.S. TOTAL ARMY PERSONNEL COMMAND

U.S. TOTAL ARMY PERSONNEL COMMAND

Noncommissioned Officer Evaluation Reporting System - Training Briefing

2002

Noncommissioned Officer Evaluation Reporting System - Training Briefing

2002

POLICY MGR: SGM A. Ray Everette

DSN 221-8009

CML (703)325-8009

E-MAIL: anthony.everette@hoffman.army.mil Mailing Address: Commander

PERSCOM

ATTN: TAPC-MSE

200 Stovall Street

Alexandria, VA 22332-0442

NCO-ERDA PERSCOM

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HISTORY

DA FORM FROM TO DURATION

Commander’s Evaluation Reports

2166-1 1 OCT 58 - 31 MAR 63 4 YRS 5 MO

2166-2 1 APR 63 - 31 MAR 68 5 YRS

Enlisted Efficiency/Evaluation Report (EERs)

2166-3 1 APR 68 - 30 JUN 70 2 YRS 3 M0

2166-4 1 JUL 70 - 30 JUN 75 5 YRS

2166-5 1 JUL 75 - 30 SEP 81 6 YRS 3 MO

2166-5A “ - ” “ ”

2166-6 1 OCT 81 - 29 FEB 88 6 YRS 5 MO

NCO Evaluation Report (NCO-ER)

2166-7 1 MAR 88 - 31 OCT 01 13 YRS 8 MO

2166-8 1 NOV 01 - PRESENT

2.7% 2.3% 2.2% 2.3% 2.32% 2.34% 2.26% 2.30% 2.64% 2.40% 2.60%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001

ALL EXCELLENCE

NCO-ERPERCENTAGE

REPORTED BY EREC

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NCO-ER INFLATION

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• Reports received with all five ‘excellence’ marks (a ‘max’ report) has remained inthe low 2% range since 1988. However, board after-action reports continually state:

---too many NCO-ERs have ‘unjustified’ excellence marks - if there are no quantifiableaccomplishments then the board considers it only a ‘successful’ rating.

---too many NCOs are receiving ‘Among the Best’ ratings by the rater -- boards havedifficulty determining rater’s intent.

---too many senior raters do not address potential in their bullets -- tell the board whothey should promote, the type of assignments best suitable for the rated NCO, and the schooling the NCO should attend.

AR 623-205

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Released January 2002

Established Senior Rater Option Report

Established Sixty-Day Short Tour Option Report

Changed Complete-the-Record Report requirement from six months to 90 rated days

Deleted requirement to include APFT score to justify excellence

Eliminates NCO-ER requirement for CSMs serving in 3/4-star position

Incorporated changes from MILPER Message 98-044

Clarified policies and procedures

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MILPER MESSAGE 98-044PROCEDURAL CHANGES TO THE NCO-ER

Previous changes already in effect and included in revised AR 623-205:

Retirement reports of less than one year are at option of rater, senior rater, or when requested by the rated NCO

Box marks may be either typewritten or handwritten

Frocked rank will be identified for the rated NCO and the rating chain

Weigh-in will be as of the last unit weigh-in or if no weigh-in, as of the THRU date of the report

Medical conditions may be cited for noncompliance with AR 600-9, “NO” entry is still required for not meeting the height/weight standard

Requirement to enter “within body fat standards of AR 600-9” is deleted

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DA Form 2166-8

• Contains current Army Values in Part IVa - implemented with reports ending NOV 2001 and later

• Available for download at www.usapa.army.mil

• See MILPER Message 02-004 (Implementation Guidance)

• Major Concerns:

--FROM and THRU dates

--NCO’s signature

--Counseling dates/APFT dates

--Bullet format

--PMOS format

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NCO-ERHOT ISSUES

• Gaps in Reporting Periods/Use of AKO Email Addresses

•Lack of counseling or insufficient (non-specific) counseling

•Inappropriate (unproven derogatory) comments

•Weak bullets on ‘excellence’ or ‘needs improvement’ ratings

•Senior Rater comments/Reviewer Responsibilities

•Rating Schemes

•Commander’s Inquiries

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RATER TIPS

°Address strongest Values (in Part IVa) with substantive comments

°Clearly articulate failures (‘NO’ entries) - avoid vague comments

°Paint clear and accurate portrait of rated NCO

°Reflect significant accomplishments during rating period on report

°AMONG THE BEST = absolute top performers

°FULLY CAPABLE = good performers but less than the best

°MARGINAL = failed one or more standards

°Render fair, accurate and unbiased reports

PLAN AHEAD -- Know your subordinates Foster atmosphere for success

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SENIOR RATER TIPS

“1” = cream of the crop; promote immediately “2” = a solid citizen; strong recommendation for promotion “3” = a good performance; promote if allocations allow “4” = weak performer; do not promote “5” = poor performer; consider for QMP

Must address Potential (promotion, schools, assignments)

Be on same sheet of music as rater throughout rating period - resolve differences early on to avoid discrepancies on NCO-ER

“PLAN AHEAD -- Identify your Best” Do NOT use quotas!!

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Personnelist Points

• Responsible for overall success of the system • Subject Matter Expert within organization• Be thoroughly familiar with regulatory guidance (read regulation

and visit website often to keep abreast on info)• Provide guidance and assistance as needed • Thoroughly review completed reports before submission --Verify FROM and THRU dates --Check bullet formats for uniformity --Check signatures/dates --Ensure all boxes are checked as required --Timeliness and accuracy are major concerns

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CSM/SGM Points

• Overall care-takers of the system • Active involvement a must• Counsel/mentor rating officials and rated NCOs on the NCO-ER

process • Review completed reports before submission and resolve

discrepancies as needed --Ensure accuracy and fairness --Senior NCO leader is the soldier’s advocate --Advise commander on commander’s inquiries --Insist upon timely and accurate preparation and submission of NCO-ERs

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NCO-ER PREPARATION/REVIEW

• Part I - Administrative Data

--Verify all information is complete and accurate

--From date is always month ‘after’ end date of last report

--New DA 2166-8 requires 4-digit year for FROM and

THRU dates (‘2002’ instead of ‘02’) - same applies for

page two of the form (at the top)

• Part II - Authentication

--Ensure rating officials are accurate and in accordance

with AR 623-205; & signatures/dates are in sequence

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NCO-ER PREPARATION/REVIEW

• Part III - Duty Description

--Verify duty title and description is accurate portrayal of

NCO’s most significant duties/responsibilities

--Make counseling a priority- don’t fudge dates

• Part IVa - NCO Values

--all NCOs expected to meet Army values

--bullet comments mandatory for ‘NO’ entries

--precede all comments with small ‘o’ (bullets do not

require capitalization or punctuation)

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NCO-ER PREPARATION/REVIEW

• Parts IVb-f - NCO Responsibilities

--essential that rater accurately articulates NCO’s

performance, accomplishments, & contributions

--Boards look for clear, concise bullets - the intended

message should be clear - do not make boards guess

--Use ‘action’ words and avoid personal pronouns/names

--bullet comments mandatory for ‘excellence’ or ‘needs

improvement’ ratings

--bullet comments should address past tense for

contributions/achievements; present tense for Values

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NCO-ER PREPARATION/REVIEW

• Parts Va-b - Overall Performance/Potential (Rater)

--Can not check ‘among the best’ if there is a ‘needs

improvement’ block checked in Parts IVb-f

--May check ‘among the best’ with all success ratings -

key is bullet comments

--Must list minimum of two positions for future

assignments at CURRENT or NEXT higher grade

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NCO-ER PREPARATION/REVIEW

• Parts Vc-e - Overall Performance/Potential (Senior Rater)

--One of the most crucial portions of the report

--Must address POTENTIAL - may address performance

--Place strongest bullet up-front

--Be clear and to the point

See NCO Preparation Guide posted online for more

detailed instructions on preparing evaluation reports:

www.perscom.army.mil/select/ncoer.htm

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WHAT BOARDS LOOK FOR

• Consistency - board looks for consistency in performance and rating throughout the entire file with particular focus on the last five years/current grade; level of performance; trends in efficiency; military & civilian education; professional values; range and variety of assignments

•Best reports are those with three ‘clearly justified’ excellence ratings and two success ratings with strong bullet comments as opposed to five excellence check marks

•Senior Rater markings of ‘1’ and ‘1’ standout, particularly when supported by strong bullet comments; less significant when comment is lukewarm or vague; a S/R marking of ‘2’ is still good when sprinkled among several reports of ‘1’ ratings; recent board comments indicate that too many NCOs are receiving 1/1 S/R marks without bullet comments to support the rating

•NCO-ER is most significant document in file when considering NCO for promotions/advanced schools (also views awards, PQR, Photo, UCMJ)

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NCO-ERHOT ISSUES FOR BOARDS

• Consider for elimination under Qualitative Management Program (QMP):

----Record of decline in performance (two or more substandard reports in last five years)

----Disciplinary Problems

----Weight Control Problems

----APFT Failures

----Failure to meet Army Values

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REVIEWERRESPONSIBILITY

• Overall caretaker of system (honest-broker)

----Reviews reports to ensure consistency, accuracy, and fairness

----Resolve discrepancies between rater and senior rater

----If discrepancy can not be resolved “after” discussing with both rating officials, then reviewer nonconcurs and attaches memorandum

----If rater and senior rater agree on evaluation but reviewer does not, then reviewer ‘may’ nonconcur but must clearly articulate reason for nonconcurrence (creates question of integrity in rating officials)

----Army trusts rater and senior rater to be fair and accurate in rendering reports - reviewer’s role is ‘not’ to provide a 3rd evaluation

SampleNCO-ER(page 1)

YYYY MM YYYY MM 20022001

NCO EVALUATION REPORT For use of this form, see AR 623-205; the proponent agency is ODCSPER

o. PSB CODE

PART II - AUTHENTICATION

b. DUTY MOSC

e.

Bullet comments

o honesty and integrity above reproach

o one of the most highly respected NCOs in the Brigade

o committed to excellence and gets the mission done on time

NONCONCUR WITH RATER AND/OR SENIOR RATER EVAL (See attached comments)

g. REASON FOR SUBMISSION

f. COUNSELING DATES

FROM

h. PERIOD COVERED

f. UNIT, ORG., STATION, ZIP CODE OR APO, MAJOR COMMAND

a. NAME (Last, First, Middle Initial)

PART I - ADMINISTRATIVE DATA

CONCUR WITH RATER AND SENIOR RATER EVALUATIONS

LATER LATER LATER INITIAL

b. NAME OF SENIOR RATER (Last, First, Middle Initial)

j. NON- RATED CODES

SSN

SEE PRIVACY ACT STATEMENTIN AR 623-205, APPENDIX C.

b. SSN c. RANK d. DATE OF RANK e. PMOSC

i. RATED MONTHS

k. NO. OF ENCL

l. RATED NCO COPY (Check one and Date)

THRU

1. Given to NCO

2. Forwarded to NCO

Date

m. PSC Initials

a. NAME OF RATER (Last, First, Middle Initial) SSN

c. RATED NCO: I understand my signature does not constitute agreement or disagreement with the evaluations of the rater and senior rater. I furtherunderstand my signature verifies that the administrative data in Part I, the rating officials in Part II, the duty description to include the counseling datesin Part III, and the APFT and height/weight entries in Part IVc are correct. I have seen the report completed through Part V, except Parts IId and IIe. Iam aware of the appeals process of AR 623-205.

d. NAME OF REVIEWER (Last, First, Middle Initial) SSN

RANK, PMOSC/BRANCH, ORGANIZATION, DUTY ASSIGNMENT

RANK, PMOSC/BRANCH, ORGANIZATION, DUTY ASSIGNMENT

PART III - DUTY DESCRIPTION (Rater)

RANK, PMOSC/BRANCH, ORGANIZATION, DUTY ASSIGNMENT

a. PRINCIPAL DUTY TITLE

c. DAILY DUTIES AND SCOPE (To include, as appropriate, people, equipment, facilities and dollars)

Oversees the day-to-day operations of the Brigade Personnel Administration Center; responsible for equipmentvalued in excess of $800K; provides direct supervision to three NCOs and six junior soldiers; responsible forthe training, development, counseling, and mentoring of subordinates; provides technical advice and guidance tosubordinates and customers; ensures the prompt and accurate processing of officer and enlisted evaluationreports, personnel actions and finance actions and reviews correspondence for completeness.d. AREAS OF SPECIAL EMPHASIS NCO-ER timeliness and accuracy

Rater: andrew.crocodile@; S/R: bobby.meddler@bragg.army.mil; Rev: daryl.seeme@bragg.army.mile. APPOINTED DUTIES Hand Receipt Holder

PART IV - ARMY VALUES/ATTRIBUTES/SKILLS/ACTIONS (Rater)

a. ARMY VALUES. Check either "YES" or "NO". Comments are mandatory for "No" entries; optional for "Yes" entries.) YES NO

VA

LU

ES

1. LOYALTY: Bears true faith and allegiance to the U. S. Constitutiion, the Army, the unit, and other soldiers. 2. DUTY: Fulfills their obligations. 3. RESPECT/EO/EEO: Treats people as they should be treated. 4. SELFLESS-SERVICE: Puts the welfare of the nation, the Army, and subordinates before their own. 5. HONOR: Lives up to all the Army values. 6. INTEGRITY: Does what is right - legally and morally. 7. PERSONAL COURAGE: Faces fear, danger, or adversity (physical and moral).

DA FORM 2166-8, OCT 2001 REPLACES DA FORM 2166-7,SEP 87, WHICH IS OBSOLETE

CROCODILE, ANDREW L.

HHC, 2d Battalion, 35th Signal Brigade, Fort Bragg, NC 28305 XVIII Airborne Corps 02

CRACKLE, JIMMY D. 001001 71L3OF5OO

ANNUAL

11 Q

111-22-3333

03 02

000-11-2222 SSG

MEDDLER, BOBBY D.

SFC, 75H4O, Headquarters 35th Signal Brigade NCOIC, Brigade S-1

011228011022010715010404

222-33-4444

CPT, SC, Headquarters 35th Signal Brigade Brigade S-1

SEEME, DARY L V. 444-55-6688

MAJ, SC, Headquarters 35th Signal Brigade Executive Officer

Personnel Sergeant 75H3O

n. CMD CODE

U2

+ +

+

EU03

SIGNATURE

DATE

SIGNATURE

DATE

SIGNATURE DATE

SIGNATURE

DATE

LoyaltyDuty

RespectSelfless-Service

HonorIntegrity

Personal Courage

USAPA V1.00

SampleNCO-ER(page 2)

TIPS:

--S/R focus onpromotion,

schools,assignments

--Lead offwith yourstrongest

excellence bullet

(Exceeds std)

a. RATER. Overall potential for promotion and/or service inpositions of greater responsibility.

RATED NCO'S NAME (Last, First, Middle Initial)

e. SENIOR RATER BULLET COMMENTS

EXCELLENCE

EXCELLENCE

b. COMPETENCE o Duty proficiency; MOS competency o Technical & tactical; knowledge, skills, and abilities o Sound judgment o Seeking self-improvement; always learning o Accomplishing tasks to the fullest capacity;

SUCCESS

b. RATER. List 3 positions in which the rated NCO could best serve the Army at his/her current or next higher grade.

d. SENIOR RATER. Overall potential for promotion and/or service in positions of greater responsibility.

THRU DATE

c. PHYSICAL FITNESS & MILITARY BEARING o Mental and physical toughness o Endurance and stamina to go the distance o Displaying confidence and enthusiasm;

d. LEADERSHIP o Mission first o Genuine concern for soldiers o Instilling the spirit to achieve and win o Setting the example; Be, Know, Do

SSN

PART IV (Rater) - VALUES/NCO RESPONSIBILITIES

APFT

e. TRAINING o Individual and team o Mission focused; performance oriented o Teaching soldiers how; common tasks,

o Sharing knowledge and experience to fight,

f. RESPONSIBILITY & ACCOUNTABILITY o Care and maintenance of equipment/facilities o Soldier and equipment safety o Conservation of supplies and funds o Encouraging soldiers to learn and grow o Responsible for good, bad, right & wrong

PART V - OVERALL PERFORMANCE AND POTENTIAL

Specific Bullet examples of "EXCELLENCE" or "NEEDS IMPROVEMENT" are mandatory. Specific Bullet examples of "SUCCESS" are optional.

c. SENIOR RATER. Overall performance

HEIGHT/WEIGHT

(Exceeds std) (Meets std) (Some) (Much)

Superior4

Fair 5

PoorSuccessful4

Fair 5

Poor

(Meets std) (Some) (Much)

(Exceeds std) (Meets std) (Some) (Much)

(Exceeds std) (Meets std) (Some) (Much)

(Exceeds std) (Meets std) (Some) (Much)

NEEDS IMPROVEMENT EXCELLENCE SUCCESS

NEEDS IMPROVEMENTSUCCESS

NEEDS IMPROVEMENT EXCELLENCE SUCCESS

NEEDS IMPROVEMENT EXCELLENCE SUCCESS

MARGINAL

NEEDS IMPROVEMENT

1 2 31 2 3

committed to excellence

survive and win

duty-related skills

looks like a soldier

+ +

+

CRACKLE, JIMMY D. jimmy.crackle@ 000-11-2222 2002 02

o meticulous monitoring of NCO-ERs resulted in zero late reports and99.6% accuracy rate over a six month period

o expertly handled in excess of 2400 personnel actions during thisrating period and ensured prompt processing

o provided superb personnel service support to over 1900 soldiersassigned to the brigade

PASS 0110 69/163 YESo awarded the physical fitness badge for two consecutive APFTs

o routinely worked in excess of 60 hours per week and maintained highmorale and enthusiasm

o mentored two soldiers to win Brigade Soldier of the Quarter honors

o motivated and coached a previously substandard soldier tosuccessfully pass the APFT and meet the weight standards

o ensured soldiers were regularly counseled and earned their trust andconfidence as a caring, compassionate leader

o personally planned and executed annual common task training andtesting for all soldiers assigned to the brigade headquarters

o outstanding training efforts resulted in 98.7% first-time 'GO' rate onthe CTT within the headquarters

o constantly trained soldiers on daily tasks and responsibilities, refusedto settle for mediocrity

o maintained accountability of office and automation equipment valuedin excess of $800K with zero loss or damage

o completely reorganized office area to better utilize allocated spaceand removed excess to create more professional office atmosphere

o kept track of soldiers and always knew where they were

Service School InstructorPersonnel SupervisorProtocol NCO

o select in the secondary zone for promotion to Sergeant First Class

o out-performs most Master Sergeants

o unquestionably the best Staff Sergeant I have ever rated or seniorrated

o an all-around superb performance by a top-notch NCO

o assign to tough, challenging assignments - he will excel

AMONG THEBEST

FULLYCAPABLE

USAPA V1.00DA FORM 2166-8, OCT 2001

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NCO-ERWebsite located at:

www.perscom.army.mil/select/ncoer.htm- Available Options

NCO-ER Updates

NCO-ER Preparation Guide - September 2001

NCO-ER Briefing for CSMs

NCO-ER Training Briefing

Frequently Asked Questions

Bullet Examples and Explanations

Noncommissioned Officer Evaluation Reporting System - AR 623-205

HOT ISSUES

SUPPORT POINT OF CONTACTS

NCO-ER/Commander’s Inquiry 221-8009

EREC NCO-ERs 699-3698/9

Promotions-HQDA 221-8010

NCO-ER IVRS 221-3732

APPEALS 221-6914

EREC SGM 699-3622

ENLISTED MICROFICHE 221-3732

Regulatory and policy questions: DSN: 221-8009 (Evaluation Systems Office)

(Commercial prefix- 703-325-8009)

PERSCOM POINTS OF CONTACT

PERSCOM On-Line: www.perscom.army.mil

NCO-ER Website:www.perscom.army.mil/select/ncoer.htm **View Quarterly NCO-ER Updates and share with all NCOs and officers