Da 2166 9 1 PDF Form

Detailed Instructions for Filling Out Da 2166 9 1

Completing the DA Form 2166-9-1, NCO Evaluation Report (SGT), is an essential task for evaluating the performance and potential of noncommissioned officers. This form plays a critical role in career development and future assignments. The process requires attention to detail to ensure the accuracy and completeness of the provided information. Below, the steps needed to fill out this form correctly are outlined.

1. Begin with PART I - ADMINISTRATIVE DATA. Fill in the NCO's name, social security number (SSN) or DOD ID number, rank, date of rank, primary military occupational specialty code (PMOSC), unit/organization, station ZIP code or APO, major command, status code, unit identification code (UIC), reason for submission, period covered, rated months, nonrated codes, number of enclosures, and the rated NCO's email address.
2. Move to PART II - AUTHENTICATION. Enter the rater's name, SSN or DOD ID No., rank, primary MOSC/branch, organization, duty assignment, and email address. Do the same for the senior rater and if applicable, the supplementary reviewer. Mark if a supplementary review is required and if comments are enclosed.
3. For PART III - DUTY DESCRIPTION, detail the principal duty title, duty MOSC, daily duties and scope, areas of special emphasis, and appointed duties as provided by the rater.
4. In PART IV - PERFORMANCE EVALUATION, PROFESSIONALISM, ATTRIBUTES, AND COMPETENCIES, complete sections on physical fitness test results, height, weight, character, presence, intellect, leads, develops, and achieves categories. Provide comments where necessary, especially for any standards not met.
5. Finalize the form with PART V - SENIOR RATER OVERALL POTENTIAL, where the senior rater assesses the NCO’s potential relative to others in the same grade. They must select a qualification box and list two successive assignments and one broadening assignment for the NCO.
6. Ensure that all involved parties (rater, senior rater, and the NCO being evaluated) sign and date the form where their signature is required to confirm they have reviewed the document.

Once completed, the form should be thoroughly reviewed for accuracy and completeness. Any supporting documentation referenced in the "Number of Enclosures" section should be attached. The completed form and attachments are then submitted to the appropriate department or individual as dictated by your organization's protocols. This process ensures the fair and comprehensive evaluation of the NCO's performance and potential, contributing to their career development and the effectiveness of the unit.

1. What is the DA Form 2166-9-1 used for?

   The DA Form 2166-9-1, known as the NCO Evaluation Report (SGT), is utilized to evaluate non-commissioned officers (NCOs) serving in the rank of Sergeant in the United States Army. This form plays a crucial role in documenting the performance and potential of NCOs, guiding promotions, training, and professional development decisions.

2. Who is the proponent agency for this form?

   The proponent agency for the DA Form 2166-9-1 is the Deputy Chief of Staff, G-1 (DCS, G-1), which is responsible for overseeing its usage, updates, and adherence to the evaluation reporting process outlined in AR 623-3 and DA PAM 623-3.

3. What regulations should be consulted for guidance on using DA Form 2166-9-1?

   For using the DA Form 2166-9-1 effectively, AR 623-3 and DA PAM 623-3 should be consulted. These documents provide comprehensive guidance on the evaluation reporting system within the Army, outlining procedures, responsibilities, and the importance of these evaluations in NCO career progression.

4. How is Part I of the DA Form 2166-9-1 filled out?

   Part I of the form, titled "Administrative Data," includes essential identification and assignment information about the rated NCO. It covers basic data such as the NCO's name, SSN or DOD ID No., rank, date of rank, primary military occupational specialty code, unit/organization, and the reason for submission, among other details. It’s vital that this information is accurate to ensure proper identification and assessment.

5. What is the significance of Part II, "Authentication"?

   Part II is crucial as it authenticates the evaluation by requiring signatures from the rater, senior rater, and the NCO being rated. This part confirms the identities of the evaluation chain and verifies the accuracy of the information provided in Part I. It’s a critical step in ensuring the integrity of the evaluation process.

6. Can the rated NCO disagree with the evaluation?

   Yes, the rated NCO can disagree with the evaluation. While the NCO’s signature is required to acknowledge that they have seen the report and that the administrative data is correct, it does not signify agreement or disagreement with the evaluation’s content. The NCO is also made aware of the appeals process within the Army regulation AR 623-3 if they wish to contest the evaluation.

7. What does Part III cover?

   Part III, titled "Duty Description," is where the rater outlines the principal duty title, duty MOSC, daily duties and scope, areas of special emphasis, and appointed duties of the rated NCO. This section gives context to the performance and responsibilities evaluated in the later sections, laying the groundwork for a fair assessment.

8. How are performance and professionalism evaluated in Part IV?

   In Part IV, the rater evaluates the NCO's performance, professionalism, attributes, and competencies, covering areas such as character, presence, intellect, leadership, development potential, and achievements. Each attribute or competency is marked as "Met Standard" or "Did Not Meet Standard," with mandatory comments to provide clarity and examples of performance.

9. What is the purpose of Part V?

   Part V, the "Senior Rater Overall Potential," allows the senior rater to provide their assessment of the NCO's potential relative to others in the same grade. This evaluation helps in identifying NCOs with the greatest potential for future service and responsibilities. The senior rater suggests two successive assignments and one broadening assignment to aid in the NCO’s professional development.

10. Where can one find the Privacy Act Statement?

    The Privacy Act Statement is referenced in AR 623-3, which governs the use of personal data on the form. It highlights the protection and confidentiality of the personal information provided and outlines how and why this information is used within the bounds of the evaluation process.

Filling out the DA Form 2166-9-1, the NCO Evaluation Report (SGT), is crucial for documenting a Non-Commissioned Officer's (NCO's) performance and potential. However, people often make mistakes that can impact the accuracy and effectiveness of the evaluation. Understanding these common errors can help in preparing a more precise and beneficial assessment.

One common mistake is inaccurately filling in the administrative data in Part I. This might seem like a straightforward section, but errors in details such as the name, Social Security Number (SSN) or Department of Defense (DoD) Identification Number, rank, and unit can lead to significant confusion and might even result in the evaluation being misplaced or incorrectly processed.

Another frequent error occurs in Part II, concerning the authentication of raters and senior raters. Individuals often overlook the requirement to have the correct and complete information for each rater, including their names, SSN or DoD ID No., and email addresses. This oversight can compromise the integrity of the evaluation process since it's crucial to verify that the assessment was completed by authorized personnel.

Incorrectly assessing and recording the rated NCO's performance in Part IV is a critical mistake. This section requires raters to provide an accurate account of the NCO’s performance and professionalism. It's vital to give objective, evidence-based evaluations rather than subjective opinions or incomplete observations. Failing to do so can misrepresent the NCO's capabilities and achievements.

In Part IV, the errors made in documenting the Army Physical Fitness Test (APFT) results and the adherence to Army Weight Standards are especially problematic. It is essential for raters to indicate whether the NCO met, did not meet, or was exempt from these standards and to provide any required comments. Misreporting here can unfairly affect the NCO’s record and future opportunities.

Moreover, people often overlook the importance of setting counseling dates in Part III (Duty Description) and acknowledging them in Part II. These dates are critical for ensuring the NCO is aware of their performance expectations and has opportunities for growth. Neglecting this responsibility can lead to misunderstandings and a lack of direction for the NCO.

Lastly, a significant error is not discussing the potential for future roles in Part V. The Senior Rater’s input on future assignments and broadening opportunities is paramount for career development. Failing to provide thoughtful and constructive suggestions can hinder an NCO’s career progression.

By paying attention to detail and avoiding these common mistakes, raters can ensure they complete the DA Form 2166-9-1 effectively, providing a fair, accurate, and beneficial evaluation for the NCOs under their charge.

In the context of military evaluations, particularly for Non-Commissioned Officers (NCOs), the DA Form 2166-9-1, known as the NCO Evaluation Report (SGT), is pivotal. This document is used to appraise the performance and potential of sergeants, ensuring that only the most capable advance through the ranks. The completion of this form, however, is often complemented by other documents and forms to provide a comprehensive view of the individual being reviewed. Each of these documents plays a vital role in the assessment and career development of service members.

• DA Form 2166-9-2: This is the NCO Evaluation Report for Staff Sergeants to Sergeants Major. Similar to the DA Form 2166-9-1, it provides a detailed review of an NCO's duties, responsibilities, and performance, but is tailored for higher ranks.
• DA Form 2166-9-3: Primarily for First Sergeants and Sergeants Major, this form focuses on the evaluation of those in the most senior NCO positions, assessing their leadership effectiveness and organizational impact.
• DA Form 4187: Personnel Action Form. It's used for a range of personnel actions, including reassignments, extra rations, name changes, and more. It often supports documentation related to evaluations by noting specific actions taken during the rating period.
• DA Form 31: Request and Authority for Leave. This document is used when an NCO takes leave, affecting their availability for duty and potentially their evaluation periods.
• DA Form 705: Army Physical Fitness Test Scorecard. Physical readiness is an essential criterion for evaluation, and this form records an NCO's fitness test results, which must be considered during their assessment.
• DA Form 5500 (Male) / 5501 (Female): Body Fat Content Worksheet. Accompanying the DA Form 705, this document helps to further assess an NCO's physical condition, particularly if they exceed Army weight standards.
• Support Form (DA Form 2166-9-1A): This form outlines and tracks counseling sessions that occur throughout the evaluation period, providing both the NCO and their superiors with documentation of goals, expectations, and progress.
• NCOER Counseling and Support Form: While the Support Form records sessions, the Counseling and Support Form is designed for setting objectives and reflecting on achievements, granting a structured framework for the evaluation process.

Effective evaluations are fundamental to the development of the Army's NCO corps, contributing to a potent, professional, and proficient force. The supplementary documents listed, when used in tandem with the DA Form 2166-9-1, ensure a comprehensive assessment of an NCO’s performance, leadership qualities, and potential for future contributions to the Army. Each form serves its unique purpose, collectively offering a clear and detailed view of an NCO's capabilities and areas for improvement.

The DA 2166 9 1 form, serving as a Non-commissioned Officer (NCO) Evaluation Report for Sergeants, fits into a broader context of performance and evaluation documentation across various sectors. Documents with similarities in purpose or structure include:

• Employee Performance Reviews: Common in the civilian workforce, these assess an employee's performance against predetermined standards and objectives. They resemble the DA 2166 9 1 form in facilitating feedback, setting goals, and influencing career progression.
• Officer Evaluation Reports (OERs): Used within the military for evaluating commissioned officers, OERs share a similar goal with the NCO Evaluation Report: to document performance, potential, and provide structured feedback to support career development.
• 360-Degree Feedback Forms: These collect an employee's performance feedback from peers, subordinates, and supervisors, similar to how DA 2166 9 1 involves assessments from multiple raters. The objective is a comprehensive view of performance and areas for improvement.
• Academic Progress Reports: Used in educational settings to evaluate students' academic and sometimes behavioral performance, these reports can have a similar structure to the DA 2166 9 1 form, focusing on areas of achievement and where growth is needed.
• Professional Development Plans: Often part of performance evaluation processes, these plans outline goals and strategies for employee growth, echoing the future orientation of the NCO Evaluation Report's section on potential future assignments and areas for development.
• Project Evaluation Reports: In project management, these documents assess a project's success in meeting its objectives. Similar to the DA 2166 9 1, which evaluates an NCO’s achievements, project evaluations focus on outcomes and effectiveness.
• Personal Development Reviews: These reviews focus on individual growth within an organization, particularly around skills and competencies, paralleling the DA 2166 9 1 form’s sections on leadership and professional attributes.
• Annual Confidential Reports (ACRs): Used by various governments and organizations, ACRs evaluate an employee's performance, conduct, and character over a year. Like the DA 2166 9 1, they inform decisions on promotions, rewards, and future roles.

Despite the varied contexts in which these documents are used, the common thread among them and the DA 2166 9 1 form is their role in evaluating performance, guiding career development, and facilitating organizational and individual excellence.

Filling out the DA Form 2166-9-1, also known as the NCO Evaluation Report (SGT), is crucial to accurately assessing and documenting the performance and potential of non-commissioned officers (NCOs) within the U.S. Army. It's essential to approach this task with care and due diligence to ensure the evaluation is fair, comprehensive, and beneficial for the individual's career development. Here are some dos and don'ts to consider when completing this form.

• Ensure accuracy: Double-check all administrative data, including name, rank, and social security number or DOD ID number, for correctness. Incorrect information can lead to processing delays or misfiled evaluations.
• Provide specific examples: When documenting a rated NCO's performance and attributes in Part IV, include clear, specific examples that demonstrate the individual's achievements or areas for improvement. This specificity helps in making the evaluation meaningful and actionable.
• Know the standards: Familiarize yourself with the Army's evaluation standards and criteria as outlined in AR 623-3 and DA PAM 623-3. Understanding these guidelines ensures the evaluation is fair and aligns with Army expectations.
• Maintain professionalism: Keep the tone professional and objective throughout the report. The evaluation is a formal document and should reflect the seriousness and professionalism of both the rater and the ratee.

• Rush the process: Don't wait until the last minute to start the evaluation. Allocate sufficient time to thoroughly complete each section of the form. Rushing through the evaluation can lead to mistakes or oversights that undermine its effectiveness.
• Omit required signatures: Ensure all required parties sign the form in Part II - Authentication. Missing signatures can invalidate the evaluation and necessitate starting the process over.
• Ignore the appeals process: If there are disagreements with the assessments, don't overlook the appeals process provided by AR 623-3. Both raters and ratees should be aware of the procedure for contesting the evaluation.
• Use vague language: Avoid ambiguous phrases and generalizations when discussing the ratee's performance. Be concise and precise to provide a clear and accurate portrayal of the NCO's abilities and conduct.

Misunderstandings about military forms like the DA Form 2166-9-1 can lead to significant consequences regarding the evaluation and career progression of service members. It's crucial to address and clarify these misconceptions to ensure fair and accurate use of the form. Below are ten common misconceptions about the DA Form 2166-9-1:

1. The DA Form 2166-9-1 is only for negative feedback. In reality, the form serves to evaluate a Non-Commissioned Officer's (NCO) performance and potential comprehensively, documenting both strengths and areas for improvement.

2. Only the immediate supervisor's assessment matters. While the immediate supervisor, or rater, provides the core evaluation, the senior rater and supplementary reviewer also contribute to providing a balanced view of the NCO's performance.

3. Raters are supposed to complete the form alone. Contrary to this belief, the process should be collaborative, including initial counseling and follow-up discussions to ensure the NCO understands their performance and expectations.

4. The form solely focuses on recent achievements. While recent performance is significant, the DA Form 2166-9-1 is meant to reflect the entirety of the rating period, emphasizing consistent performance and growth.

5. Physical fitness is the primary focus. Although Part IVa includes the Army Physical Fitness Test (APFT) results and compliance with Army Weight Standards, the form evaluates various attributes and competencies central to leadership and professional development.

6. Comments are optional if standards are met. Comments provide essential context and should be included to offer a comprehensive view of how the NCO meets or exceeds standards, not just whether they do.

7. All sections must be filled out for everyone. Certain parts of the form, like the supplementary reviewer section, only need completion if specific conditions apply, such as the rater and senior rater being the same person.

8. The form is only about the NCO's current duties. While it evaluates current performance, it also considers the NCO's potential for future roles, as indicated in Part V regarding potential future assignments.

9. Signing the form indicates agreement. The NCO's signature confirms they have seen the report and understand the contents, but it does not necessarily signify agreement with the evaluations.

10. Electronic signatures are not permissible. In today's digital age, electronic signatures are acceptable and encouraged for efficiency, provided they comply with the Army's authentication requirements.

Understanding these aspects of the DA Form 2166-9-1 is vital for all parties involved in the evaluation process, helping to foster a more accurate and productive assessment tailored to support the NCO's professional development.

When filling out and using the DA Form 2166-9-1, commonly known as the NCO Evaluation Report (SGT), understanding its components and requirements is crucial. The form serves a vital role in evaluating the performance and potential of non-commissioned officers within the U.S. Army. Here are key takeaways to ensure accurate and reflective entries:

• Strict adherence to guidelines: Follow the guidelines outlined in AR 623-3 and DA PAM 623-3 closely. These documents provide the official instructions and procedures for completing the evaluation report.
• Privacy Act Statement: Be aware of the Privacy Act Statement in AR 623-3. It highlights the importance of protecting the evaluated NCO’s personal information.
• Administrative Data Accuracy: The administrative data section requires careful entry of the NCO's personal and assignment details, including name, social security number or DOD ID No., rank, and unit, among others. Ensure all data is current and correct.
• Rating Officials: The evaluation process involves various officials: the rater, senior rater, and, if applicable, a supplementary reviewer. Their accurate identification and their roles in the NCO's evaluation are pivotal.
• Reason for Submission: Clearly mark the reason for the evaluation's submission, such as annual evaluation, change of rater, or relief for cause.
• Performance Evaluation: Parts III and IV focus heavily on the NCO’s duty performance and professional attributes. Raters must provide candid assessments backed by specific examples.
• Authenticating Signatures: The form requires signatures from the rated NCO, rater, senior rater, and supplementary reviewer (if applicable). These signatures validate the accuracy of the information and the evaluations provided.
• Understanding Non-rated Codes: Familiarize yourself with non-rated codes, which describe periods during the rating cycle when the NCO was not subject to evaluation, such as leave or transit times.
• Professional Growth Counselings: Record dates of counseling sessions conducted by the rater. These are crucial for tracking the NCO’s development and addressing any areas of concern or improvement.
• Appeals Process Awareness: Both raters and the rated NCO should be aware of the appeals process as outlined in AR 623-3, in case of disputes regarding the evaluation’s content or process.
• Assignment Recommendations: Senior raters should thoughtfully consider their responsibilities when recommending future assignments, ensuring suggestions align with the rated NCO's career progression and the Army's needs.

Understanding and abiding by these key points when completing the DA Form 2166-9-1 ensures a thorough and fair evaluation of the NCO’s performance and potential. This, in turn, supports the NCO's professional development and the Army's mission.