Extended evaluations reports that include any nonrated time periods since the “Thru” date of the previous OER or NCOER and prior to the establishment of a new rating relationship between the rated Soldier and the rater require the preparation of a code 10, “Extended Annual” OER or NCOER (see para 3–43a).
The number of rated months will not exceed 12 (365 rated days) even though the period covered exceeds 1 calendar year.
The “From” date for these OERs or NCOERs will be the day after the “Thru” date of the previously completed OER or NCOER with the rating period beginning 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.
However, if an event occurs that requires the preparation of an OER or NCOER (for example, “Change of Rater”) before the 12 rated months (365 rated days) have accumulated, an OER or NCOER will be rendered with a “Thru” date that corresponds with the event requiring an evaluation.
Standard reason for submission codes (for example, code 03, “Change of Rater,” or code 04, “Change of Duty,” and so forth) will apply on these Extended reports that end before the required 12 rated months (365 rated days), even though the period covered on the OER or NCOER may exceed 1 calendar year.
The “Thru” date will be determined by the rated Soldier’s circumstances.
Each Soldier’s situation must be considered individually, just as each evaluation report must stand alone (see fig 3–1).
Optional “Extended Annual” OER or NCOER
A rated Soldier may also receive an optional “Extended Annual” OER or NCOER under unique circumstances.
(a)
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 previous completed 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, I for in transit, and so forth) 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).
(b)
When the rated Soldier is scheduled to depart within 90 days (120 days for USAR TPU, DIMA, or drilling IRR Soldiers or ARNG Soldiers) after a code 02, “Annual” report, is due, at the option of the senior rater a code 10, “Extended Annual” report, may be rendered to preclude the accumulation of nonrated time by the rated Soldier prior to departure or having to render a 90 day (120 days for USAR TPU, DIMA, or drilling IRR Soldiers or ARNG Soldiers) “Change of Rater” evaluation when the Soldier departs.
The number or rated months will not exceed 16.