The rater will—
a.
Provide a copy of their support form, along with the senior rater’s support form, to the rated Soldier receiving an OER or NCOER at the beginning of the rating period (does not apply to students receiving an AER).
b.
Discuss the scope of the rated Soldier’s duty description with them within 30 days after the beginning of the rating period.
This counseling will include, as a minimum, the rated Soldier’s duty description and the performance objectives to attain.
The discussion will also include the relationship of the duty description and objectives with the organization’s mission, problems, priorities, and similar matters.
c.
Counsel the rated Soldier.
(1)
If the rated Soldier is recently assigned to the organization, the rater may use the counseling to outline a duty description and performance objectives.
This discussion gives the rated Soldier a guide for performance while learning new duties and responsibilities in the unit of assignment, or requirements in achieving military or civilian academic standards.
(2)
If the rater is recently assigned, this first counseling may be used to ask the rated Soldier for an opinion of the duty description and objectives.
By doing this, the rater is given a quick assessment of the rated Soldier and the work situation.
It will also help the rater develop the best duty description and performance objectives for the rated Soldier.
(3)
See paragraph G–2 for counseling requirements for USAR Soldiers.
d.
Use the support forms.
(1)
For officers, grades WO1 through COL, DA Form 67–10–1A is mandatory for use throughout the rating period.
(2)
For NCOs, DA Form 2166–9–1A will be used to document the required initial and quarterly NCO counseling, professional development throughout the rating period, and to prepare the final evaluation.
e.
Advise the rated Soldier about any changes in their duty description and performance objectives, when needed, during the rating period.
f.
Provide an accurate assessment of the rated Soldier’s performance and potential (as applicable), using all reasonable means, including personal contact, records and reports, and the information provided by them on the applicable support form or associated counseling documents.
g.
Review the applicable support form and counseling documents at the end of the rating period and, as appropriate, provide more information about the job description or performance objectives to other rating officials for use in preparing their portions of the evaluation report.
h.
Verify the rated Soldier’s APFT results, if taken, and height/weight data (including compliance with AR 600–9) for entry on the evaluation report (OER, part IV, block a; NCOER, part IV, blocks a and b; and AER, part II, blocks b and c).
The rater must provide comments for an APFT failure, a “No” entry annotated after height and weight indicating noncompliance with AR 600–9, or the absence of APFT and/or height and weight data (refer to DA Pam 623–3).
i.
Provide an objective and comprehensive evaluation of the rated Soldier’s performance and potential, as applicable, on the evaluation report.
j.
Assess the rated Soldier’s performance in fostering a climate of dignity and respect and adhering to the requirements of the Sexual Harassment/Assault Response and Prevention (SHARP) Program.
This assessment should identify, as appropriate, any significant actions or contributions the rated officer or NCO made toward:
(1)
Promoting the personal and professional development of subordinates.
(2)
Ensuring the fair, respectful treatment of unit personnel.
(3)
Establishing a workplace and overall command climate that fosters dignity and respect for all members of the unit.
(4)
This assessment should also identify any failures by the rated Soldier to foster a climate of dignity and respect and adhere to the SHARP Program.
(5)
Raters will include this information in the following locations: for DA Form 67–10–1, part IV, block c1 (Character); for DA Form 67–10–2, part IV, block d1 (Character); for DA Form 67–10–3, part IV, block c1 (Character); for DA Form 2166–9 series (NCOER), part IV, block c; for DA Form 1059 series (AER), raters will check “Yes” or “No” in part II, block a.
k.
Document any substantiated finding in a finalized Army or DoD investigation or inquiry that the rated Soldier—
(1)
Committed an act of sexual harassment or sexual assault;
(2)
Failed to report a sexual harassment or sexual assault;
(3)
Failed to respond to a complaint or report of sexual harassment or sexual assault; or
(4)
Retaliated against a person making a complaint or report of sexual harassment or sexual assault.
(5)
Raters will include this information in the following locations: for DA Form 67–10–1, part IV, block c1 (Character); for DA Form 67–10–2, part IV, block d1 (Character); for DA Form 67–10–3, part IV, block c1 (Character); for DA Form 2166–9 series (NCOER), part IV, block c; for DA Form 1059 series (AER), raters will check “Yes” or “No” in part II, block a.