NCOERs & NCOER Counseling Support Forms Processing

2. Non-Commissioned Officer Evaluation Reports (NCOERS) DA Form 2166-8-1 (NCOER Counseling and Support Form) DA Form 2166-8 (NCO Evaluation Report) SFC NAME National Guard Bureau Personnel Division

3. TASK Complete an evaluation report that support the Evaluation Reporting System (ERS) CONDITIONS Contribute to Army-wide improved performance and professional development by increased emphasis on performance counseling and reporting

4. STANDARDS Properly complete a DA Form 2166-8-1 and DA Form 2166-8 through AKO, MyForms, PureEdge, Forms Content Management Program (FCMP) in compliance with The Evaluation Reporting System AR 623-3 and DA Pam 623-3 SAFETY Stay awake, participate and ask questions

5. DA Form 2166-8-1 (NCOER Counseling and Support Form) Counseling Class, 30 March 2009

6. Log in to AKO to access PureEdge forms

7. Select “Forms” to access Forms Content Management

8. Fill in Form Number or Form Title and click “Search”

9. Click NCOER Counseling and Support Form “DA Form 2166-8-1”

10. Click Begin NCOER…

11. Use The Wizard

12. Click “ARNG” in Component Drop Down Type in “AGR” in Status Code box

13. Click Automatically Populate Fill in Rated Soldiers SSN. Fill in first 2 letters of Last name. Click SEARCH

14. 111-11-1111 If correct Soldier is listed Click Continue..

15. Verify Data, if corrections needed update it now CMD Code: DA Pam p. 50 Table 3-8 PSB Code: AR p. 66-67 Table 5-3 Enter first date of report Click “Next” when complete

16. Fill in Rater, Senior Rater and Reviewer’s SSN and first 2 letters of last names Click “SEARCH”

17. Click on found Officials. If info not found manually input data on next screen. Click “continue…”

18. Fill in any needed info click “Next”

19. Fill in Principle Duty Title. Duty MOSC. Daily duties and Scope. Click “Next”

20. Fill in Special Emphasis. Appointed Duties. Click “Next”

21. Task/Actions done during Initial Counseling sessions Bullet Format Guidance

22. Performance Summary: Actual Bullets done throughout quarterly counselings

23. APFT Information: APFT Drop Down. Height. Weight. Within Standards (Yes/No) (passed tape)

24. Follow these steps for face-to-face counseling and to Save form. Click “View Form”

25. 111-11-1111

26. Performance Summary: List Soldiers accomplishments Task/Actions: Expectations, objectives, duty hours etc….

27. By clicking “Save As” you can save the form on your computer.

28. To “Upload” a form to route through FCMP. Go to Drafts. Click “Upload Form”

29. Click “Browse” Locate form Click “Open”

30. Click “Upload” Click “Continue” Click “Upload” Click “Continue”

31. DA Form 2166-8 NCOER Evaluation Report (Converted from DA Form 2166-8-1) Counseling Class, 30 March 2009

32. Turning your Support form into an NCOER

33. Select “Forms” to access Forms Content Management

34. Inbox. Select form. Drop Down SP. Tasks to “create NCOER” All Admin data and rater Inbox Click on form

35. Click continue to view NCOER

36. NCOER created from NCOER Counseling and Support Form is now in Drafts Folder

37. Click “Complete NCOER Using Word Format” Then click NEXT below

38. Info already filed in Click “Next”

39. Click “Begin NCOER”

40. If changes to Rating Scheme you can update info here Click “View Form”

41. Bullets and Administrative data is pulled from Support form into NCOER, update needed info

42. Quantifiable Exceeded the standard Accountable items/numbers Beyond expectations Self-starter Highly motivated Above and beyond Met the standard Job done complete Job done well Great attitude Meets objectives Does what their told Excellence vs. Success

43. Needs Improvement Using words such as: • Failed, Incapable, Unable, negligence, difficulty, most disorganized, personal gain, improper, integrity compromised, Soldier relieved, poor judgment, was cited, bad example, refused, non compliant • Negative comments must be backed up by proper documentation/counseling forms/disciplinary action • Article15/Court Martials (CM): cannot state Soldier received ART 15/CM, but can state reasons for the action o NCO exercised poor judgment by operating a motor vehicle while under the influence of alcohol

44. Per AR and DA Pam 623-3 • DA Pam. page 45, para 3-7,b. Bullet Comments: are mandatory regardless of ratings given. (See ‘Bullet Format Guidance’ in FCMP) • DA Pam, Page 44, table 3-3, NCOER Part IIIf. Counseling Dates: When counseling dates are omitted, the senior rater will enter a statement in section Ve, explaining why counseling was not accomplished example: ‘counseling dates were not documented’ • DA Pam. Page 48, table 3-6/7, Codes and Reasons for submission/Reason Codes for non-rated time (Non-Rated time memos are done through State Enlisted Program Manager) • DA Pam. Page 50, table 3-8, Command Codes, Either NG or GB for Guard Soldiers regardless of duty station or position • AR 623-3, Page 66-67, table 5-3, PSB Code will always be 2 digit state numerical code, regardless of duty station or position

45. Routing NCOER’s thru Rating Chain • Rater/S1 completes admin data and rating chain • Rater fills in their comments, signs, then forwards to Senior Rater • Senior Rater fills in their comments, signs, then forwards to Reviewer • Reviewer Concur/Nonconcur, signs, then forwards to Senior Rater • Rated Soldier receives NCOER to verify admin data and sign, and notified of Chap. 6 Redress Program • NCOER should then be forwarded to State EPM or at NGB to HCM for Processing and IPERMing • At any time during the preparation the SGM/1SG should be forwarded a ‘read only’ copy for review

46. Routing Procedures to obtain signatures, Go to FCMP “inbox” Select NCOER Click “Route Slip” to forward doc to next individual

47. 1. Enter last and first name. Click “search” 2. Select individual • Select original. • Select Individual. • Drop down YES. • Suspense is set here. 4. Click “ROUTE” to send

48. DA PAM 623-3 • Page 38-47, Para. 3-2.-3.8. Step by Step instructions • block by block, Beginning to end, Actions required, ref.

49. Chapter 6, AR 623-3 Evaluation Redress Program • Section I • Managing the Redress Program • Section II • Commander’s or Commandant’s Inquiry • Section III • Evaluation Appeals

50. Questions, Comments, Complaints?