a. Role.
Senior raters or reviewing officials use their positions and experiences to evaluate the rated Soldier’s performance and/or potential within a broad organizational perspective, military program of instruction (POI), or civilian academic course standards.
The senior rater’s evaluation is the link between the day-to-day observation of the rated Soldier and the longer-term evaluation of the rated Soldier’s potential by HQDA selection boards.
Normally, senior raters or reviewing officials control the accurate preparation and timely submission of evaluation reports.
The overarching roles of senior raters or reviewing officials and specific roles by form type are outlined in this paragraph.
b. Requirements.
Senior raters and reviewing officials will—
(1)
Ensure support forms are provided to all rated Soldiers they senior rate at the beginning of and throughout the respective rating periods for those receiving an OER or NCOER.
(2)
Use all reasonable means to become familiar with a rated Soldier’s performance. When practical, use personal contact, records and reports, and the information provided on the rated Soldier’s support form.
(3)
Assess and evaluate the abilities and/or potential of the rated Soldier relative to their contemporaries. For OERs, this includes officers of the same rank and promotable officers who are serving at the same rank as the rated officer.
This involves evaluating performance in perspective by considering—
(a)
The rated Soldier’s experience.
(b)
The relative risk associated with the performance.
(c)
The difficulty of the organization’s mission.
(d)
The prudence and results of action taken.
(e)
The adequacy of resources.
(f)
The overall efficiency of the organization.
(g)
When applicable, adherence to established military course or academic standards established by the civilian educational, medical, or industrial institution.
(4)
Ensure rating officials counsel the rated Soldier individually throughout the rating period, on meeting their objectives and complying with the professional standards of the Army.
(5)
Ensure all evaluation reports that the senior rater and subordinates write are complete, provide a realistic evaluation of the rated Soldier, and are submitted to HQDA in a timely manner (in accordance with this regulation and DA Pam 623–3).
(6)
Ensure rated Soldiers sign evaluation reports before departing from a unit of assignment or military or civilian school or course of instruction.
The digitally signed evaluation report will serve as the Soldier’s copy.
If the rated Soldier manually signs a paper copy, is unavailable to sign, or refuses to sign an evaluation report, an electronic or paper copy will be provided to them.
See para 3–23 for classified report restrictions.
(7)
Document any substantiated finding, finalized in an Army or DoD investigation or inquiry, that the rated Soldier—
(a)
Committed an act of sexual harassment or sexual assault;
(b)
Failed to report a sexual harassment or sexual assault;
(c)
Failed to respond to a complaint or report of sexual harassment or sexual assault; or
(d)
Retaliated against a person making a complaint or report of sexual harassment or sexual assault.
c. DA Form 67–10 series.
Senior raters will—
(1)
In addition to evaluating rated officers, normally perform the final review of the OER before it is provided to the rated officer for signature.
A senior rater who is not qualified to evaluate a rated Soldier due to lack of time in the position will still act as a reviewer.
Following their signature in the senior rater signature block on the completed OER, and signature by the rated officer, they will ensure that the final OER is submitted to HQDA in a timely manner and a copy is provided to the rated officer (in accordance with this regulation and DA Pam 623–3).
(2)
Review and initial DA Form 67–10–1A at the beginning of the rating period and the completed DA Form 67–10–1A at the end of the rating period when preparing their portion of the OER.
(3)
Whenever possible, for referred OERs (part II, block d, on DA Form 67–10–1, DA Form 67–10–2, and DA Form 67–10–3; and part II, block c, on DA Form 67–10–4), ensure that the rated officer is given an opportunity to review the completed OER and provide comments for consideration before authentication and departure from the unit or organization.
The senior rater will ensure the completion of all necessary referral actions and submission of the appropriate documents to HQDA in as timely a manner as practicable (see paras 3–27 through 3–29).
d. DA Form 2166–9 series.
Senior raters will—
(1)
In addition to evaluating the rated NCO, perform a review of the NCOER before forwarding it to the supplementary reviewer, when applicable.
A senior rater who is not qualified to evaluate a rated NCO due to lack of time in the position will still conduct an administrative review and sign the NCOER before forwarding it to the supplementary reviewer.
Following completion of the NCOER by the designated reviewer and the rated NCO, they will also ensure the final NCOER is submitted to HQDA in a timely manner and a copy is provided to the rated NCO (in accordance with this regulation and DA Pam 623–3).
(2)
Review and initial the DA Form 2166–9–1A at the beginning of the rating period and sign the completed NCOER at the end of the rating when preparing their portion of the NCOER.
e. DA Form 1059 series.
Qualification to serve as the reviewing official is determined by the standards of the military course of instruction and/or civilian institution.
(1)
For DA Form 1059 and DA Form 1059–2, the reviewing official will normally be the individual above the academic rater in the chain of supervision.
The review function for DA Form 1059 and DA Form 1059 –2 will go no higher than the school commandant.
Reviewing officials for DA Form 1059 and DA Form 1059–2 will ensure timely submission of completed DA Form 1059 and DA Form 1059–2 to HQDA and that a copy is provided to the rated Soldier (in accordance with this regulation and DA Pam 623–3).
(2)
For DA Form 1059–1, the review will be completed by AMEDD Student Detachment prior to inclusion in the Soldier’s AMHRR.
Unique situations exist when the installation education services officer may perform a review (see para 3–16).
(a)
The Chief, Advanced Education Programs Branch, HRC will serve as the reviewing official for DA Form 1059-1s associated with the Army’s fully and partially funded education programs, including Training with Industry governed by AR 621–1 and AR 621–7.
(b)
HRC, Advanced Education Programs Branch or AMEDD Student Detachment, as applicable, will serve as the administrative reviewer on all DA Form 1059-1s with a reason for submission selection of “Initial Report” for Soldiers starting a long-term education program extending 24 months or more.
(c)
The Chief, Advanced Education Programs Branch and Chief, AMEDD Student Detachment will ensure timely posting for completed DA Form 1059-1s for inclusion within the officer’s records.