a.
The OERs and NCOERs listed in this section are required if the rated officer or NCO has completed at least 90 calendar days in the same position under the same rater during the same rating period.
Periods when the rater is in a nonrated status and, therefore, ineligible to evaluate the rated officer or NCO (such as attendance at a school, when suspended, in a patient status, in a leave status for 30 days or more, and so forth) will not be counted in the 90 calendar- day period.
On these OERs and NCOERs, the rater will complete the evaluation; however, intermediate raters (OERs only) and senior raters will evaluate only if they have the required 60 calendar days in the rating chain.
Senior Rater Option (“SR-Option”) reports for officers and NCOs who are due a mandatory OER or NCOER within 60 calendar days of the change in senior rater will be treated as mandatory reports (see para 3–58b).
Codes and reasons for submission are addressed in DA Pam 623–3.
Authentication by all rating officials is mandatory.
The minimum required rating period for USAR TPU, DIMA, and drilling IRR officers and ARNG officers is 120 calendar days; minimum senior rater qualification is 90 calendar days (apps G and H).
b.
Continuous, extended periods of nonrated time on an OER or NCOER require special considerations.
When a Soldier has received an OER or NCOER within 90 days (or 120 days for USAR TPU, DIMA, or drilling IRR Soldiers) of the start of a continuous nonrated period longer than 9 months (or 8 months for a USAR TPU, DIMA, or drilling IRR Soldiers) because of schooling, patient status, or any other reason covered by a nonrated code where the Soldier is not performing duties at an assigned unit, they will receive an “Extended Annual” report unless an event occurs that requires another type of OER or NCOER to be prepared.
Resulting OERs or NCOERs will reflect a Period Covered on the report that is greater than 1 calendar year (including nonrated time), but the Rated Months entry cannot exceed 12 months (365 rated days).
Examples are shown in figure 3–1.
See paragraphs 3–34 and 3–43 regarding nonrated time and extended evaluation reports and DA Pam 623–3.
Special guidance exists for evaluation reports for Soldiers in WTUs and newly commissioned officers and/or newly appointed warrant officers (see para 3–35).
c.
During periods of mobilization (for example, mobilized, temporary change of station (TCS), active duty for operational support–Reserve Component (ADOS–RC), active duty for operational support (ADOS), or contingency operations–active duty for operational support (CO–ADOS)), USAR and ARNG Soldiers will follow Regular Army rules for evaluation reports.
When an entire unit is mobilized, and rating officials remain intact, an evaluation report is not required at the time of mobilization unless otherwise required under this chapter (for example, “Change of Rater” or “Change of Duty”).
Individual Soldiers who are mobilized will receive an evaluation report (for example, “Annual,” “Change of Rater,” or “Change of Duty”) in accordance with the provisions of this chapter if minimum rater qualifications are met.
See appendixes G and H for USAR and ARNG-specific evaluation reporting requirements.