a.
A code 02, “Annual” report, is mandatory for a rated Soldier upon completion of 1 calendar year of duty, without periods of nonrated time, following the “Thru” date of the last OER or NCOER in the Soldier’s AMHRR (or, for USAR and ARNG Soldiers, following 1 calendar year out of the IRR or ING, see paras G–5a and H–11b).
Note. A calendar year is 365 days or 366 days if the leap year date 29 February is included in the period covered.
(1)
If 1 calendar year has elapsed and the rated Soldier has not performed the same duty under the same rater for 90 calendar days (120 days for USAR TPU, DIMA, and drilling IRR Soldiers and ARNG Soldiers), an Extended “Annual” report (see para 3–43b) will be submitted.
(2)
If the rated Soldier has gone on temporary duty (TDY) to attend a school and the “Annual” report is due, the depart TDY report (see para 3–45) may be prepared and processed before the Soldier departs to reestablish an annual cycle or an “Extended Annual” report (see para 3–43) may be prepared upon return to the same duties with the same rating officials.
(3)
An “Annual” report will not be submitted when the provisions for the “Change of Rater” (see para 3–41) or “Change of Duty” (see para 3–44) reports also apply.
b.
Specific for NCOERs, an “Annual” report will be submitted—
(1)
One calendar year after the effective date of promotion to SGT, unless another type of mandatory report is rendered before the year has elapsed.
(2)
One calendar year after a reversion date to an NCO status following service as a commissioned or warrant officer for 12 months or more.
(3)
One calendar year after re-entry on active duty in the rank of SGT or above after a break in service.
c.
When nonrated periods exist within the first calendar year (that is, 365 calendar days), a code 10, “Extended Annual” report, will be rendered upon completion of 12 rated months (that is, 365 rated days).
d.
When an annual OER or NCOER is due within 60 calendar days (90 days for USAR TPU, DIMA, or drilling IRR Soldiers) when a change in senior rater will occur, the senior rater will submit an “SR-Option” report in such cases to prevent an OER or NCOER from being submitted without a senior rater evaluation.