Reports covered in chapter 3, sections VIII and IX take precedence over other optional reports.
USAR-specific reporting requirements are as follows:
a.
Soldiers will receive annual evaluation reports following 1 calendar year out of the IRR, Regular Army, or ARNG.
b.
Soldiers in the Selected Reserve (TPU, IMA, and DIMA Soldiers) will receive evaluation reports annually, at a minimum, from the unit of assignment or attachment.
c.
IRR Soldiers attached to a unit for points only will receive evaluation reports under the same criteria as TPU Soldiers.
The Soldier can only be attached to one unit at a time for points only.
d.
For Soldiers in an active status for 30 days or more at a military or civilian school, an AER will be prepared upon completion of military or civilian schools for which a USAR Soldier is authorized to receive an AER.
e.
Instead of a DA Form 1059, a DA Form 87 will be awarded to Soldiers for completing the ALC common curriculum (phase I); unless there is no ALC technical phase established for a Soldier’s MOS.
f.
When minimum rater qualifications are met, USAR Soldiers entering duty with the Regular Army in an individual status will receive an evaluation report prior to departing the USAR unit.
This does not apply to Soldiers in an IRR status or those attached or assigned to the APMC.
The “Thru” date of the evaluation report will be the day before the effective date of active duty.
When an entire unit mobilizes, however, a report is not required unless otherwise required by chapter 3.
g.
For general officer IMA personnel, OERs will be prepared annually or upon completion of 12 cumulative days of AT, as desired by the rated officers in coordination with their proponent agencies (see AR 140 –145).
The rating period will begin on the date of assignment to an IMA position or the AT start date.
h.
Periods of unsatisfactory participation will be nonrated time on evaluation reports.
Evaluation reports cannot be prepared on Soldiers who have not met minimum rater qualification due to nonparticipation in battle assemblies.
Note. IRR time is not a ratable status; therefore, it will appear as an acceptable gap in a Soldier’s evaluation report history.
i.
For Soldiers assigned or attached to TPUs or rotational training units, an evaluation report will be submitted per chapter 3.
However, in lieu of the 90-day requirement to qualify as a rater, the minimum period of time for an annual evaluation report will cover the following:
(1)
If units are authorized 48 annual drills, 120 calendar days or more in the same position under the same rater.
(2)
If units are authorized 24 annual drills, 16 or more regularly scheduled drills in the same position under the same rater.
j.
DIMA Soldiers assigned to a proponent agency will normally receive evaluation reports under the same guidance as for TPU Soldiers.
If events occur that require the preparation of an evaluation report before 1 calendar year (365 days or 366 days if the leap year date, 29 February, is included in the period covered) has elapsed, an evaluation report with the appropriate reason for submission will be prepared.
Evaluation reports will cover performance and potential demonstrated in IDT status throughout the year and AT.
k.
If AT is hosted by a second agency other than proponent agency, the AT host agency will provide letter input to proponent agency for the period of time on AT.
This input from the second agency will be considered for inclusion in the evaluation report prepared by the host unit.
Alternatively, the supervisor from the organization where AT was conducted may serve as an intermediate rater on an OER for a DIMA officer.
l.
For IMA and IRR officers attached to the USMA Liaison Program, known as military academy liaison officers, annual evaluation reports will be submitted on 30 September of each year.
For TPU officers serving military academy liaison officers, letter input for an OER prepared by the rated officer’s host unit will be provided upon request.
m.
For officers attached or assigned to the APMC the following applies:
(1)
U.S. Army Medical Department officers who do not complete annual training or extended combat training.
Officers attached or assigned to the APMC who have not completed at least 12 consecutive days of AT or extended combat training but who have accumulated 50 or more retirement points will receive a DA Form 67–10 series (OER) using code 19, “AHRC Directed,” as the reason for submission.
(a)
For rated officers who receive an “AHRC Directed” OER, the following data will be included on the OER:
1.
Part I, all administrative data.
2.
Part II, authentication data for the commander, APMC, as both the rater and senior rater (unable to evaluate the rated officer because they have not served as the senior rater for the required number of days).
3.
Part III, duty title of APMC-managed officer, duty description for the officer’s area of concentration, and area of concentration code.
4.
Part IV, all blocks except block b for DA Form 67–10–1, block e for DA Form 67–10–2, and block c2, “Potential Comments,” for DA Form 67–10–3 will be completed.
5.
Part IV performance comments will be based on relevant training performed, other than duties mentioned in the duty description, which may have some impact in the event of mobilization.
6.
In part VI, block c, using the electronic form in EES, the Commander, APMC will—
a)
Select the “No” box in response to the question, “Have you been the senior rater for this officer for at least 60 days?”
b)
The comment “I am unable to evaluate the rated officer because I have not been their senior rater for the required number of days” will populate in part VI, block c.
c)
The senior rater will also select the “No” box in response to the question, “Is the rated officer available for signature?”
(b)
The “From” date on an initial OER for an APMC officer will begin on the date of attachment and will be adjusted to the officer’s retirement year ending date.
The “Thru” date will be the anniversary of the officer’s retirement year end date.
The “From” date of successive reports will be the day after the “Thru” date of the previous OER.
(c)
The Commander, APMC will evaluate the rated officer as the rater and there will be no other rating officials.
The Commander, APMC will enter authentication data as the rater and senior rater and they will digitally sign the OER.
The rated officer will not sign the completed DA Form 67–10 series (OER) in part II, block d, before submission to HQDA.
Submission of OERs requires the entry of the required statement, “The rated officer is unavailable to sign.”
(d)
Comments on the duties performed and training accomplished will be based on information provided on the DA Form 67–10–1A, DA Form 1380 (Record of Individual Performance of Reserve Duty Training), and other pertinent documents provided to the Commander, APMC by the APMC officer and/or their chain of supervision at their duty location.
(e)
A statement regarding APFT failure, noncompliance with weight standards, and/or the omission of these data will be entered in part IV, block a, if applicable.
When applicable, the OER will be marked as a referred OER; however, as an exception to policy, referred OERs on APMC-managed officers will not be referred to the rated officer as indicated for all other OERs in paragraph 3–29 or DA Pam 623–3.
(f)
Newly commissioned officers who have not completed the BOLC (phases I and II) must meet all of the requirements stated in paragraph G–5m(1) to receive an OER.
(g)
See DA Pam 623–3, for specific items to complete on OERs for APMC-managed AMEDD officers.
(2)
U.S. Army Medical Department officers who complete annual training or extended combat training with a unit other than U.S. Army Medical Department Professional Management Command.
For rated officers who perform AT or extended combat training with a unit other than the APMC, the unit where the duty is performed will prepare and submit the OER in accordance with chapter 3.
n.
Code 43, USAR General Officer Nomination OER, will only be used for nominative positions as directed by the Secretary of the Army.
o.
Newly commissioned officers or newly appointed warrant officers who have not yet completed their respective officer basic course (BOLC or WOBC) and are assigned or attached to a TPU or reinforcement training unit are entitled to receive mandatory and optional OERs as detailed in chapter 3.
In order to receive an OER, the rated officer must have been assigned under a rater for a minimum of 120 days (or 90 days for USAR Soldiers on ADT or ADOS–RC tours).
The senior rater will enter a comment in the OER, part VI, block c, indicating that the officer has not yet completed the basic course as of the “Thru” date of the report.
The “From” date on the rated officer’s first OER will be their commissioning date.
p.
During periods of mobilization, when an entire unit is mobilized, and the rating chain remains intact, an OER will not be prepared unless otherwise required under chapter 3 (for example, “Annual,” “Change of Rater” or “Change of Duty”).
q.
Commander, USARC, 7th Civil Support Command, and the 9th Mission Support Command may direct reports required for board actions when the officer has not received an OER since being commissioned or appointed, provided the officer has served in the same position under the same rater for 120 days.
A copy of the USARC letter directing the OER will be attached to the OER when it is forwarded to HQDA.
Referenced Paragraphs
3–29. Referral process for DA Form 67–10 series and DA Form 1059 series
This paragraph prescribes the referral procedures for referred OERs and AERs and the requirements for rated Soldiers to acknowledge and comment on referred reports prior to submission to HQDA.
Chapter 3
Chapter 3 contains mandatory and optional evaluation report requirements, reporting periods, reasons for submission, and evaluation processing guidance for OERs, NCOERs, and AERs.