National Guard Mandatory evaluation reports, 120-day minimum
Reports listed in this paragraph and in chapter 3 are required if the rated Soldier has at least 120 calendar days, excluding nonrated periods, in the same duty position under the same rater during the rating period.
Note. The time period covered by an AER is counted as nonrated time on OERs and NCOERs covering the same period.
a.
All reassignments not involving a change of component.
This includes transfer or PCS to another state, another unit within the same state, or another duty position within the same unit.
A “Change of Duty” evaluation report will be prepared in these cases, provided that the minimum rating qualifications are met.
Transfer to other component OERs or NCOERs, in accordance with DA Pam 623–3, will be used to reflect a change in component (Regular Army or USAR).
b.
Annual reports.
The following rules apply:
(1)
An annual evaluation report is mandatory upon completion of 1 calendar year of duty following the “Thru” date of the last OER or NCOER submitted, as long as the 120-day minimum rating requirement is met.
The “Thru” date on the OER or NCOER will be extended until these minimums are met, when required.
Soldiers will receive annual evaluation reports following 1 calendar year out of the ING, Regular Army, or USAR.
(2)
An annual evaluation report will not be submitted if the rated officer is in a patient detachment, a student at a resident service school over 30 days, in a transient status, or in confinement; the OER or NCOER will be prepared after the officer returns to duty and completes the 120-day requirement.
c.
Departure for 30 days or more.
When an officer who has met the 120-day requirement departs on AGR, ADS, ADOS–RC, or ADT for 30 calendar days or more with the NGB, state headquarters, or another organization or agency, an OER will be prepared.
The parent unit will render a “Change of Duty” evaluation report if the 120-day rule has been met prior to the officer’s departure.
The unit or agencies to which the rated individual is assigned for AGR, ADS, ADOS–RC, or ADT will render the OER covering those periods, to include nonrated periods prior to a change in status, if the 120-day rule was not met.
d.
Officer recommended for elimination.
An OER is mandatory when an officer has been recommended for elimination by:
(1)
A board of inquiry that met under AR 135–175.
This applies only if the officer has not received an OER during the 120 days immediately preceding the date the major commander’s recommendation is forwarded through the state military personnel officer to the ARNG Personnel Services Division (see address in AR 135–175).
(2)
A selection board.
This applies only if the officer has fewer than 3 years of service and an OER has not been submitted during the 120-day period immediately preceding the date of the officer’s letter of rebuttal through the state OPM office to the Officer Management Branch.
e.
Officer failing selection for promotion.
An officer who fails to be selected for promotion in the ARNG will receive an OER prior to the next promotion board that will consider their records.
However, the following conditions will be satisfied:
(1)
The rated officer has not received an OER since the announcement that they are not selected for promotion.
(2)
The rating period will cover 120 or more calendar days as of the date in the ARNG Personnel Services Division letter announcing the zone of consideration for the next board that will consider the rated officer.
This date will be the same as the date used for a “Complete the Record” evaluation report.
(3)
The minimum time requirement for the rater is satisfied.
f.
For Army National Guard officers entering on duty with the Regular Army.
The “Thru” date of the OER will be the day before the effective date of active duty.
g.
Mobilization.
During period of mobilization, when an entire unit is mobilized and the rating chain remains intact, an OER is not required unless otherwise required under chapter 3 (for example, “Annual,” “Change of Rater,” and “Change of Duty”).
Referenced Paragraphs and Chapters
Chapter 3 — Army Evaluation Principles
Covers:
- Evaluation report requirements
- Support forms
- Roles and responsibilities
- Evaluation preparation and submission
- Mandatory and optional evaluation reports
“Annual” report
An annual evaluation report is mandatory upon completion of 1 calendar year of duty following the “Thru” date of the last OER or NCOER submitted, provided minimum rating qualifications are met.
“Change of Rater” report
A “Change of Rater” report is mandatory when the rated Soldier ceases to serve under the immediate supervision of the rater and minimum rating qualifications have been met.
“Change of Duty” report
A “Change of Duty” report is required when the rated Soldier departs a duty assignment, transfers, retires, or changes duty positions under qualifying conditions.
“Complete the Record” evaluation report
A “Complete the Record” report may be submitted for promotion, schooling, or selection boards when authorized under evaluation policy.