There are two types of “Extended Annual” reports; one is mandatory to cover nonrated periods since the previous evaluation when 1 calendar year has elapsed, the other is optional and used only in exceptional situations.
a.
A mandatory code 10, “Extended Annual” report, will be prepared when any nonrated time periods have occurred since the “Thru” date of the previous OER or NCOER (for example, prior to the establishment of a new rating relationship between the rated Soldier and the rater).
The “From” date of the period covered on the “Extended Annual” report will be the day after the “Thru” date of the last OER or NCOER.
The rating period begins the day the Soldier is assigned under an established rating chain (for example, the day a Soldier arrives at a new unit or the day the Soldier assumes their new duty position).
The “Thru” date will be 12 rated months (365 rated days) after the arrival or assignment date while performing the same duties under the same rating officials during this rating period.
There is no required length or type of nonrated time between the “Thru” date of the last OER or NCOER and the establishment of a new rating relationship in order to render an “Extended Annual” report.
The period covered on the “Extended Annual” report will be longer than 1 calendar year, but the rating period or rated months (period covered minus nonrated time) will be no more than 12 months (365 rated days).
(1)
Use of the electronic form in EES to document nonrated periods will calculate the number of rated months; nonrated codes are found in DA Pam 623–3.
Additional information on nonrated time is found in paragraphs 3–34 and G–4.
The intent of this type of report is to give a rated Soldier an evaluation similar to an “Annual” report containing 12 rated months after arrival in a new unit or position under a rater, unless another type of mandatory or optional evaluation is warranted (for example, “Change of Rater,” “Change of Duty,” “Complete the Record,” or “SR- Option”).
Normally, this type of report will be rendered as the first evaluation for newly assigned officers and NCOs in an organization.
It will be followed successively by other types of reports (for example, “Annual,” “Change of Rater,” “SR-Option,” “Complete the Record,” and “Relief for Cause”).
(2)
When another type of report with an extended period covered is prepared, the standard reason code and reason for submission will be used (see DA Pam 623–3).
Figure 3–1 contains example of timelines to show when an “Extended” report is prepared.
(3)
All schooling periods, whether or not the Soldier receives an AER, will be accounted for as nonrated time on OERs or NCOERs along with other types of nonrated time (for example, leave, lack of rater qualification, TDY, permissive TDY, and in-transit travel) (see paras 1–8, 3–34, 3–40, 3–50, and 3–51).
(4)
Special circumstances, as outlined in paragraph 3–35, pertain to:
(a)
Newly commissioned officers and newly appointed warrant officers who have not yet attended BOLC or WOBC.
This does not apply to officers in the USAR (see para G–5m), JAGC (see paras D–3 and D–4), and AMEDD (see para E–2).
(b)
Soldiers in a nonratable status, which will always appear as an acceptable gap in the rated Soldier’s evaluation report history (see para G–4).
“Extended Annual” reports will not be used to cover unacceptable gap periods when an evaluation should have been prepared by a rating chain but was not (see para 3–34f(1)).
(5)
For rated Soldiers who attended Army-approved transition team training, the rater (and the rated Soldier) will certify the training dates as nonrated time on the “Extended Annual” report; therefore, no DA Form 87 (Certificate of Training) will be submitted as an enclosure to the evaluation.
(a)
The appropriate nonrated codes to account for the nonrated period normally include, but are not limited to, nonrated code Q for lack of rater qualification and nonrated code T for TCS.
(b)
If the Soldier’s rating chain is established during transition team training, the rating period may begin the day the rating chain is established and not the day of arrival in the location or country of assignment.
b.
An optional “Extended Annual” report may be prepared under unique circumstances.
(1)
When the rated Soldier has accumulated more than 10 months of consecutive nonrated time since the “Thru” date of the last completed OER or NCOER in the Soldier’s AMHRR, an “Extended Annual” report may be rendered when the rated Soldier has served in the same duty position under the same rater for 90 days (120 days for USAR TPU, DIMA, or drilling IRR Soldiers or ARNG Soldiers).
The “From” date on the “Extended Annual” report would be the day after the “Thru” date of the last OER or NCOER.
The “Thru” date will include 90 rated days (120 rated days for USAR TPU, DIMA, or drilling IRR Soldiers or ARNG Soldiers).
The appropriate nonrated codes (that is, Q for lack of rater qualification, S for school, and I for in transit) will be used for the nonrated periods captured on the evaluation.
The number of rated months will not exceed three (four for USAR TPU, DIMA, or drilling IRR Soldiers or ARNG Soldiers).
This type of “Extended Annual” report allows the Soldier to get an evaluation as soon as rating qualifications have been met following nonrated periods totaling 9 months or more (8 months or more for USAR TPU, DIMA, or drilling IRR Soldiers and ARNG Soldiers).
(2)
When the rated Soldier is scheduled to depart, or the rater will depart within 90 days (120 days for USAR TPU, DIMA, or drilling IRR Soldiers or ARNG Soldiers) following a due mandatory code 02, “Annual report,” and the rated Soldier maintains the same duty position and same rating officials, at the option of the senior rater, an “Extended Annual” report may be rendered to preclude the accumulation of nonrated time prior to these departures or having to render a follow-on 90 day “Change of Rater” evaluation when these scheduled departures occur (120 days for USAR TPU, DIMA, or drilling IRR Soldiers or ARNG Soldiers).
For these situations when either the rated Soldier and/or rater departs, the “Thru” date on this type of evaluation will be the date when the rater to ratee relationship terminates.
The number of rated months will not exceed 16.
Use of the electronic form in EES will calculate the number of rated months when entering date range for each nonrated code; nonrated codes are found in DA Pam 623–3.