Rating officials must be qualified to serve in their rating official capacity using chapter 2 along with the USAR- specific modifications in this paragraph.
a. Rating schemes for military technicians.
When establishing rating schemes and designating rating officials for Soldiers in the MT program, there are restrictions when a condition, normally referred to as grade inversion, exists.
“Grade inversion” is defined as a condition where an MT who, in their civilian MT capacity, is designated as a rating official over a military subordinate who, when the MT serves on military duty in the same unit, is the military supervisor of that MT in their military capacity.
Such arrangements are contrary to military order and discipline.
MTs in their civilian capacity will not be designated as rating officials over Soldiers when a grade inversion exists.
However, when it is not practical and no other alternative exists, the first general officer in the chain of command may approve an exception to policy for resulting rating schemes.
Approval memoranda for such exceptions to policy will be maintained at the unit level.
As soon as an MT stops being an active unit member there is no restriction with regard to their service as rating officials.
b. Rating schemes for U.S. Army Reserve Soldiers on active duty tours.
For Soldiers on AT, ADT, ADOS–RC, ADOS, CO–ADOS, and IDT tours of specified periods less than 90 days, all rating officials will have served in that capacity for a minimum of 12 or more consecutive calendar days.
For Soldiers on tours of specified periods greater than 90 days, chapter 2 rules apply.
c. Rating schemes for Soldiers assigned or attached to organizations for indefinite periods.
The following rules will apply:
(1)
The rater will have served in that capacity for 120 days.
(2)
The intermediate or senior rater will have served in that capacity for 90 days.
(3)
This does not apply to officers when mobilized; chapter 2 rules apply during mobilization periods.
(4)
General officers who are qualified and serving as both rater and senior rater may render evaluation reports on rated Soldiers after meeting a 90-day, versus a 120-day, rating requirement.
d. Rating schemes for Individual Ready Reserve Soldiers.
Rating schemes for IRR Soldiers attached to a unit for points only will follow the same guidance as for TPU Soldiers.
e. Requests for exceptions to policy.
In rare cases when it is necessary to obtain an exception to policy for designating rating officials, the following will apply:
(1)
Requests for exceptions to policy will be in accordance with paragraph 2–7a(7).
(2)
Any HQDA-approved exception to rating officials must be cited in published rating schemes.
The rating official serving under exception will cite the authority to evaluate by exception on the evaluation report and will attach a copy of the approval memorandum as an enclosure at the time of submission (see paras 3–34 and 3–36).
(3)
The HQDA memorandum of exception will state the rated Soldier’s name and rank, the position in which the rated Soldier serves, the specific period covered by the exception, the rating official’s name and position authorized to evaluate by the exception, and the reason for the exception.
Referenced Paragraphs
2–7. Rules for designating a senior rater
a. DA Form 67–10 series.
(7)
Under unique circumstances, requests for other U.S. Government officials (for example, political appointees) to serve as senior raters may be granted as an exception to policy.
Written requests for an exception to policy will be submitted to the appropriate HQDA component in accordance with the guidance contained in paragraph 2–7a(8).
See paragraph 2–8a(2) and section IV of this chapter regarding supplementary review requirements.
DA Pam 623–3 provides procedural guidance on OER administrative data.
3–34. Preparation and submission requirements
Evaluation reports and associated documents must comply with preparation, authentication, enclosure, and submission requirements established by this regulation and DA Pam 623–3.
3–36. Authorized enclosures
Authorized enclosures may be attached to evaluation reports when required by regulation, including approved exception to policy memorandums and other supporting documentation required for processing.