2. Non-Commissioned Officer Evaluation Reports (NCOERS)
DA Form (NCOER Counseling and Support Form)
DA Form (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 SAFETY Stay awake, participate and ask questions
Properly complete a DA Form and DA Form through AKO, MyForms, PureEdge, Forms Content
Management Program (FCMP) in compliance with
The Evaluation Reporting System
AR and DA Pam 623-3
SAFETY
Stay awake, participate and ask questions

5. (NCOER Counseling and Support Form)
DA Form
(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 ”

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. If correct Soldier is listed
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 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. Actual Bullets done throughout quarterly counselings
Performance Summary:
Actual Bullets done throughout quarterly counselings

23. Within Standards (Yes/No)
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”

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
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. 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. Drop Down SP. Tasks to “create NCOER” All Admin data and rater
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. Excellence vs. Success 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

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 Section II
Managing the Redress Program
Section II
Commander’s or Commandant’s Inquiry
Section III
Evaluation Appeals

50. Questions, Comments, Complaints?