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Evaluation Reporting System

AR 623-3
Cover Page
Summary of Change
Preface
TOCTable of Contents
Chapter 1Special Circumstances
Chapter 2Special Evaluation Reporting Requirements
Section 1
2-1Overview
2-2Fundamentals
2-3Rating chain information
Section 2
2-4General rules for establishing rating chains
2-5Rules for designating a rater
2-6Rules for designating an intermediate rater (DA Form 67 – 10 series only)
2-7Rules for designating a senior rater
Table 2-1Minimum grade requirements for senior raters on DA Form 67 – 10 series and DA Form 2166 – 9 series
2-8Rules for designating a supplementary reviewer (DA Form 67 – 10 series and DA Form 2166 – 9 series)
Figure 2-1Sample format for a supplementary review memorandum
Figure 2-2Sample format for a Headquarters, Department of the Army supplementary review request memorandum
2-9Rules for designating a reviewing official for academic evaluation reports
Section 3
2-10The rated Soldier
2-11The rated Soldier and rating officials selected for promotion
2-12Rater
2-13The intermediate rater (DA Form 67 – 10 series)
2-14Senior rater (DA Form 67 – 10 series and DA Form 2166 – 9 series) or reviewing official (DA Form 1059 series)
Section 4
2-15Review of evaluation reports
Figure 2-3Supplementary review requirement by uniformed Army advisor
2-16Review requirements for DA Form 67 – 10 series, DA Form 2166 – 9 series, and DA Form 1059 series
2-17Mandatory review of officer and noncommissioned officer relief, and academic failure evaluation reports
Figure 2-4Sample format for a “Relief for Cause”/“Academic Failure” supplementary review memorandum
Figure 2-5Supplementary review requirement by uniformed Army advisor for relief for cause
2-18Review of DA Form 2166 – 9 series
Section 5
2-19Loss of a rating official or rated Soldier due to death, declared missing, relief for cause, or incapacitation
2-20Supervisor as both rater and senior rater
2-21Dual supervision (DA Form 67 – 10 series only)
2-22Professors of military science
2-23Special requirements
Chapter 3Optional Evaluation Report
Section 1
3-1Introduction
3-2Evaluation report requirements
3-3Evaluation report forms
Section 2
3-4The support form communication process
3-5Army performance objectives and special interest items
Section 3
3-6Rated Soldier
3-7Rater
3-8Intermediate rater (DA Form 67 – 10 series only)
3-9Senior rater
3-10Supplementary reviewer (DA Form 67 – 10 series and DA Form 2166 – 9 series)
Section 4
3-11Rater Profile (officer evaluation reports), Rater Tendency (noncommissioned officer evaluation reports), and Senior Rater Profile reports
3-12Rater and senior rater profile restarts
Section 5
3-13Commandant, academic rater, academic advisor, and reviewing official responsibilities
3-14School proponents
3-15DA Form 1059 and DA Form 1059 – 2
3-16DA Form 1059 – 1
Section 6
3-17Evaluation parameters
3-18Comments
3-19Prohibited narrative techniques
3-20Unproven derogatory information
3-21Prohibited comments
3-22Comments about marital status and spouse
3-23Classified evaluation reports
3-24Prisoners of war
3-25Participation in the Army Substance Abuse Program or a mental health program
3-26Evaluation of adverse actions
3-27Referred DA Form 67 – 10 series
3-28Referred DA Form 1059 series
3-29Referral process for DA Form 67 – 10 series and DA Form 1059 series
3-30Performance as a member of a court-martial or selection board
3-31Performance as counsel
3-32Performance as an equal opportunity official
3-33Recalled retired Soldiers
Section 7
3-34Preparation and submission requirements
Figure 3-1Examples of evaluation report timelines
3-35Special situations
3-36Authorized enclosures
Figure 3-2Sample format for a “Relief for Cause” evaluation report directed by an official other than a rating official
Figure 3-3Sample format for a 30-day minimum waiver for “Relief for Cause” noncommissioned evaluation report
3-37Modifications to previously submitted evaluation reports
3-38Newly received favorable information
3-39Newly received derogatory information for DA Form 67 – 10 series, DA Form 2166 – 9 series and DA Form 1059 series
Section 8
3-40Basic rules
3-41“Change of Rater” report
3-42“Annual” report
3-43“Extended Annual” report
3-44“Change of Duty” report
3-45Depart Temporary Duty, Special Duty, or Temporary Change of Station report
3-46Temporary Duty, Special Duty, or Temporary Change of Station report
Table 3-1Temporary duty, special duty, and temporary change of station not related to principal duty
3-47Failed Promotion Selection report (DA Form 67 – 10 series only)
3-48Release from Active Duty Service report (U.S. Army Reserve and Army National Guard only)
Section 9
3-49Basic rule
3-50Service school academic evaluation reports (DA Form 1059 and DA Form 1059 – 2)
3-51DA Form 1059 – 1
3-52Judge Advocate General’s Corps on-the-job training report
3-53Initial tour of extended active duty report
3-54U.S. Army Human Resources Command directed evaluation report
3-55“Relief for Cause” report (DA Form 67 – 10 series)
3-56“Relief for Cause” evaluation report (DA Form 2166 – 9 series)
Section 10
3-57“Complete the Record” report
3-58“Senior Rater Option” report
3-5960-Day Option report
3-60Rater Option report (DA Form 67 – 10 series only)
Chapter 4Evaluation Appeals
Appendix AReferences
Appendix BEvaluation of Warrant Officers
Appendix CEvaluation of U.S. Army Chaplains
Appendix DSpecial Considerations for Rating Judge Advocate General’s Corps Officers
Appendix EEvaluation of U.S. Army Medical Department Officers
Appendix FU.S. Army Human Resources Command and Other Addresses
Appendix GManaging U.S. Army Reserve Evaluation Reports
Appendix HManaging Army National Guard Evaluations
Appendix IInternal Control Evaluation
GlossaryGlossary
AR 623-3

Evaluation Reporting System

AR 623-3|Army Regulation
UNCLASSIFIED
AR 623-3
Personnel Evaluation

Evaluation Reporting System

Headquarters
Headquarters, Department of the Army
Washington, DC
14 February 2025
UNCLASSIFIED

Summary of Change

Headquarters
Department of the Army
Washington, DC
14 February 2025
*Army Regulation 623-3
Effective 14 February 2025

Personnel Evaluation

Evaluation Reporting System

By Order of the Secretary of the Army:

RANDY A. GEORGE
General, United States Army
Chief of Staff

Official:
Julie A. Blanks
Acting Administrative Assistant to the Secretary of the Army

History. This publication is an administrative revision. The portions affected by this administrative revision are listed in the summary of the change.

Summary. This regulation prescribes the policy and tasks for the Army’s Evaluation Reporting System, including officer, noncommissioned officer, and academic evaluation reports focused on the assessment of performance and potential. It includes policy, operating tasks, and rules in support of operating tasks.

Applicability. This regulation applies to the Regular Army, the Army National Guard/Army National Guard of the United States, and the U.S. Army Reserve, unless otherwise stated. It also applies to Department of the Army Civilians, and to U.S. Armed Forces and U.S. Coast Guard officers, officers of Allied Armed Forces, and employees of the U.S. Government who serve as rating officials in the performance of their personnel management responsibilities as established by this regulation and in accordance with applicable Joint, Department of Defense, and civilian personnel management policy. It does not apply to retirees. This regulation applies during mobilization in conjunction with the Personnel Policy Guidance published for each operation and issued by Headquarters, Department of the Army.

Proponent and exception authority. The proponent of this regulation is the Deputy Chief of Staff, G-1. The proponent has the authority to approve exceptions or waivers to this regulation that are consistent with controlling law and regulations. The proponent has delegated this approval authority to the Commanding General, Human Resources Command, who may further delegate this authority to a division chief, Human Resources Command, in the rank of colonel or the civilian equivalent. Human Resources Command is a direct reporting unit to the proponent agency. Activities may request a waiver to this regulation by providing justification which includes a full analysis of the expected benefits and must include a formal review by the activity’s senior legal officer. All waiver requests will be endorsed by the commander or senior leader of the requesting activity and forwarded through their higher headquarters to the policy proponent. Refer to AR 25–30 for specific guidance.

Army internal control process. This regulation contains internal control provisions in accordance with AR 11–2 and identifies key internal controls that must be evaluated (see appendix I).

Supplementation. Supplementation of this regulation and establishment of command and local forms are prohibited without prior approval from the Deputy Chief of Staff, G-1 (DAPE-ZA), 300 Army Pentagon, Washington, DC 20310-0300.

Suggested improvements. Users are invited to send comments and suggested improvements on DA Form 2028 (Recommended Changes to Publications and Blank Forms) directly to the Commander, U.S. Army Human Resources Command (AHRC-PDV-E), 1600 Spearhead Division Avenue, Department 470, Fort Knox, KY 40122-5407.

Distribution. This regulation is available in electronic media only and is intended for the Regular Army, the Army National Guard/Army National Guard of the United States, and the U.S. Army Reserve.

Contents (Listed by paragraph and page number)

Chapter 1
Introduction, page 1

Section I
Overview, page 1
Purpose • 1–1, page 1
References and forms • 1–2, page 1
Explanation of abbreviations and terms • 1–3, page 1
Responsibilities • 1–4, page 1
Records management (recordkeeping) requirements • 1–5, page 3
Levels of work • 1–6, page 3

*This regulation supersedes AR 623-3, dated 14 June 2019.
AR 623-3 • 14 February 2025
UNCLASSIFIED

TOCTable of Contents

Chapter 1Special Circumstances

Chapter 2Special Evaluation Reporting Requirements

Chapter 3Optional Evaluation Report

Chapter 4Evaluation Appeals

Appendix AReferences

Appendix BEvaluation of Warrant Officers

Appendix CEvaluation of U.S. Army Chaplains

This appendix provides an overview of the requirements, performance, and attributes of religious support in the mili-tary and guidance for effective use of DA Form 67 – 10 series (OER) and DA Form 67 – 10 – 1A. It is essential for personnel involved in the evaluation process to have a clear understanding of both this appendix and AR 165 – 1.

Appendix DSpecial Considerations for Rating Judge Advocate General’s Corps Officers

Appendix EEvaluation of U.S. Army Medical Department Officers

Appendix FU.S. Army Human Resources Command and Other Addresses

Appendix GManaging U.S. Army Reserve Evaluation Reports

Appendix HManaging Army National Guard Evaluations

Appendix IInternal Control Evaluation

Glossary