a.
The rated Soldier is the subject of the evaluation and has considerable responsibility in the evaluation process.
(1)
Normally, to be eligible for an OER or NCOER, a Soldier will complete 90 calendar days in the same position under the same rater.
Nonrated periods are not included in this 90-day period (see DA Pam 623–3).
For USAR TPU, DIMA, and drilling IRR Soldiers and ARNG Soldiers, the minimum rating period is 120 calendar days (see apps G and H).
(2)
Newly commissioned officers (Regular Army and ARNG) and newly appointed warrant officers will not be eligible to receive OERs, except for “Relief for Cause” reports, until after the completion of the respective officer basic course (either Basic Officer Leaders Course (BOLC) or Warrant Officer Basic Course (WOBC)).
Units will begin the rating period upon arrival at the first duty station or assignment after completion of BOLC or WOBC.
The officer’s first annual (“Extended Annual”) OER will be due 12 rated months after arrival at the first duty assignment (see paras 3–35, 3–42, and 3–43) unless another event (for example, “Change of Rater” or “Change of Duty”) occurs.
The “From” date in the period covered will be the commissioning or appointment date.
See paragraph E–2 for AMEDD officers and paragraph G–5m for guidance on OER eligibility for newly commissioned USAR officers and newly appointed USAR warrant officers.
(3)
Newly accessed active duty Soldiers from another Service or component will receive evaluation reports when they are eligible to receive them.
The “From” date in the period covered will be the date of accession on active duty.
b.
The rated Soldier will—
(1)
Perform each assigned or implied duty to the best of their ability, always trying to improve on the accomplishment of the organization’s mission.
Rated Soldiers will periodically evaluate their own performance and, when in doubt, seek the advice of the rating officials in the rating chain.
(2)
Participate in counseling and discuss with the rating chain the duty description, performance objectives (including objectives for fostering a climate of dignity and respect and preventing and eliminating sexual assault and sexual harassment in their units), academic standards, and/or course requirements, as appropriate.
This counseling will occur within 30 days after the beginning of each new rating period and at least quarterly thereafter.
(3)
Assess (with the rater) the validity of the objectives or compliance with academic standards throughout the rating period.
This may result in having to revise and update both objectives and duty description as the situation changes.
The rated Soldier may also have to develop new objectives with the rater.
(4)
Describe (with the rater) duties, objectives, and significant contributions (as applicable) on evaluation support forms.
Assessment will be conducted with the rating chain throughout and at the end of the rating period.
Rated Soldiers have the opportunity to express their own views during the assessment to ensure that they are clear, concise, and accurate.
Changes to support form entries are allowed when the rated Soldier agrees with the changes.
(5)
Review and sign the evaluation report after it has been completed by the senior rater before departing from a unit of assignment or military or civilian school of instruction.
The rated Soldier’s signature verifies that administrative data, including DoDID number, rating chain, counseling dates, APFT, and height and weight entries on the evaluation report are correct and confirms that the rated Soldier has seen the completed evaluation report.
(6)
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 paragraph 3–23 for classified report restrictions.
(7)
For referred OERs, the rated officer is responsible for acknowledging the senior rater’s referral of the OER, signing the completed OER, and providing comments regarding the OER by the reasonable suspense date set by the senior rater.
The referral may be made in person, by a certified letter, or by an automated routing of the OER (see paras 3–27 through 3–29 and DA Pam 623–3).