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| == Terms ==
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| ''' Appeal '''
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| The procedure taken by the rated Soldier or another interested party to correct administrative or substantive type errors for evaluation reports accepted for inclusion in the rated officer’s or NCO’s AMHRR.
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| ''' Appointed duties '''
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| Additional responsibilities not normally associated with the duty description.
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| ''' Army competitive category '''
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| RA officers in the basic branches. This category does not include the specialty branches of the Chaplain’s Corps, Judge Advocate General’s Corps, or the AMEDD.
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| ''' Attributes '''
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| Shape how an individual behaves and learns in his or her environment. The leader attributes are character, presence, and intellect. These attributes capture the values and identity of the leader (character); the leader’s outward appearance, demeanor, actions, and words (presence); and the mental and social faculties the leader applies in the act of leading (intellect). Attributes affect the actions that leaders perform. Good character, solid presence, and keen intellect enable the core leader competencies to be performed with greater effect.
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| ''' Broadening '''
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| The purposeful expansion of a Leader’s capabilities and understanding provided through opportunities internal and external to the Army throughout their career, gained through experiences and/or education in different organizational cultures and environments resulting in a Leader who can operate up to and including the strategic level in multiple environments.
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| ''' Bullet comments '''
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| Short, concise, to-the-point comments starting with action words (verbs) or possessive pronouns (his or her). Bullet comments will not be longer than two lines, preferably one, and no more than one bullet to a line.
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| ''' Calendar year '''
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| A period that is 365 days, or 366 days if the Leap Year date, 29 February, is included.
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| ''' Chain of command '''
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| The succession of military commanders, superior to subordinate, through which command is exercised. Normally, commanders evaluate commanders.
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| ''' Chain of supervision '''
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| The individuals (military and/or civilian) involved in providing operational, functional, and/or technical supervision of a rated Soldier.
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| ''' Competence '''
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| The knowledge, skills, and abilities necessary to be an expert in the current duty assignment and to perform adequately in other assignments within the MOS, when required. Competence is both technical and tactical and includes reading, writing, speaking, and basic mathematics. It also includes sound judgment, ability to weigh alternatives, form objective options, and make good decisions. Closely allied with competence is the constant desire to better, to listen and learn more, and to do each task completely to the best of one’s ability. Competence is exemplified through learning, growing, setting standards and achieving them, creating and innovating, taking prudent risks, and never settling for less than the best. The demonstration of a commitment to excellence.
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| ''' Commander’s or Commandant’s Inquiry '''
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| Investigation into a Soldier’s evaluation report made by an official in the chain of command/supervisory chain above the designated rating officials involved in the allegations to determine if an illegality, injustice, or regulatory violation has occurred. The appointing official for a Commander’s or Commandant’s Inquiry into an OER will normally be the commander, commandant, or civilian supervisor who rates the senior rater. The appointing official for an NCOER will normally be the commander, commandant, or civilian supervisor who rates the reviewer.
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| ''' Complete the record '''
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| An optional type of evaluation report intended to update a Soldier’s file with performance and potential information that has not previously been documented in the Soldier’s evaluation history since the time of the most recent evaluation report. MILPER messages clearly specify the criteria for complete the record reports (“THRU” date and required receipt date at HQDA).
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| ''' Dual supervision '''
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| A situation in which an officer or warrant officer who, during the entire period of evaluation, is assigned separate responsibilities and receives supervision from two different chains of command or supervision. This provision does not apply to NCO rating schemes, NCOERs, or AERs.
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| ''' Evaluation report timeliness '''
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| A resulting equation (percentage of reports submitted on time) that is correlated to individual senior raters on those reports and reflects submission to HQDA within regulatory guidelines.
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| ''' FROM date '''
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| The beginning date of the period covered; the day following the “THRU” (ending) date of the most recent evaluation report period.
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| ''' HQDA electronically generated label '''
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| A label placed over the rater’s and senior rater’s box check portion on a DA Form 67–10 series. Used only for OERs for officers (2LT through COL) and warrant officers (WO1 through CW4). It shows a comparison of the block check on the OER to all box checks for a given grade in a rater’s and senior rater’s profile. This does not apply to NCOERs or AERs.
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| ''' Intermediate rater '''
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| A supervisor in a rated officer’s chain of command or supervision between the rater and senior rater. This level of supervision may be in the rated officer’s organization or in a separate organization if under dual supervision.
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| ''' Leadership '''
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| Characterized by a complex mix of organizational, situational, and mission demands on a leader who applies personal qualities, abilities, and experiences to exert influence on the organization, its people, the situation, and the unfolding mission. Difficult and complex situations are the proving ground for leaders expected to make consistent, timely, effective, and just decisions. An Army leader is anyone who, by virtue of assumed role or assigned responsibility, inspires and influences people to accomplish organizational goals. Army leaders motivate people both inside and outside the chain of command to pursue actions, focus thinking, and shape decisions for the greater good of the organization.
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| ''' Nonrated time '''
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| Time periods when the rated Soldier cannot be evaluated by the rating officials. Such time periods include, but are not limited to, school attendance, in-transit travel, hospitalization or patient status, convalescent leave, leave periods of 30 days or more, and periods when the rater has not met minimum qualifications. Periods such as breaks in service or time spent in an IRR, Ready Reserve, or ING status are not ratable periods; therefore, these periods will appear as gaps in a rated Soldier’s evaluation report history.
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| ''' Performance counseling '''
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| Planned method to inform Soldiers about their duties and expected performance standards and provide feedback on actual performance. Soldiers’ performance includes appearance, conduct, mission accomplishment, and the manner in which duties are carried out. Honest feedback lets Soldiers know how well they are performing compared to the expected standards.
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| ''' Performance evaluation '''
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| Assessments of how well the rated Soldier met his or her duty requirements and adhered to Army professional leadership standards. Performance is evaluated by observing a rated Soldier’s actions, demonstrated behavior, and results in terms of adherence to the Army Values and his or her responsibilities. Due regard is given to the experience level of the rated Soldier, efforts made, and results achieved.
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| ''' Period of report '''
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| Time period covered by an evaluation report, which includes rated and nonrated time. The period begins the day following the “THRU” (ending) date of the most recent evaluation report and ends on the day of the event causing the current report to be rendered or the last day of supervision/duty day before a Soldier’s departure.
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| ''' Physical fitness and military bearing '''
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| Consists of two components with various subcomponents. Physical fitness is the physical and mental ability to accomplish the mission, that is, combat readiness. Total fitness includes weight control, diet and nutrition, smoking cessation, control of substance abuse, stress management, and physical training. It covers strength, endurance, stamina, flexibility, speed, agility, coordination, and balance. Soldiers are responsible for their own physical fitness and that of their subordinates. Military bearing consists of posture, dress, overall appearance, and manner of physical movement. Bearing also includes an outward display of inner feelings, fears, and overall confidence and enthusiasm. An inherent responsibility of all leaders is concern with Soldiers’ military bearing and making on-the-spot corrections, as needed.
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| ''' Pooling '''
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| Elevating the rating chain beyond the senior rater’s ability to know the Soldier, in an attempt to provide an elevated assessment protection for a specific group runs counter to the intent of the evaluation system.
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| ''' Potential evaluation '''
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| An assessment of the rated Soldier’s ability, compared with that of other Soldiers of the same grade, to perform in positions of greater responsibility and/or higher grades.
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| ''' Rated Soldier '''
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| A rated officer, warrant officer, or NCO.
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| ''' Rated time '''
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| Time when a rated Soldier has been assigned under a valid rating chain for the purposes of counseling, guidance, and evaluation of performance and potential.
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| ''' Rater '''
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| First-line supervisor of the rated Soldier who is designated as the rater on the rating scheme. Primary role is that of evaluating, focusing on performance, and performance counseling. Conducts face-to-face performance counseling with the rated Soldier.
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| ''' Rater’s comments '''
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| Comments provided by the rater. They are brief, concise, and reflect the rater’s observation of the rated Soldier’s performance in the areas described in the evaluation report.
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| ''' Rating chain '''
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| The chain of command/supervision that provides counseling and evaluation of a Soldier. It includes the rater, senior rater, and reviewer.
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| ''' Senior rater '''
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| The second-level supervisor or designated official in the rating chain responsible for assessing potential and overall performance. Provides a broad perspective on the rated Soldier’s capability to perform duties beyond the current assignment and recommends future development and/or promotion potential.
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| ''' Senior rater’s comments '''
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| Comments provided by the senior rater. They should address potential and overall performance, giving a broader perspective than the rater’s comments and focus on the rated Soldier’s ability to assume increased responsibility.
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| ''' Total Army School System (TASS) '''
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| The organizational structure within the Army that provides training and education for the Total Army.
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| ''' Unobserved period '''
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| A time period when the rater or senior rater did not directly observe the rated Soldier’s performance or conduct, including absences due to leave, hospitalization, or other reasons.
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| ''' Unit evaluation report '''
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| A report prepared for a Soldier by the unit’s chain of command, typically issued at the end of a specified period, evaluating the Soldier’s performance and potential.
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| ''' Validity period '''
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| The period during which an evaluation report is considered to be accurate and reliable. Typically includes a specific timeframe during which the report was prepared and evaluated.
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| ''' Work-related competencies '''
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| Skills, knowledge, and abilities related to the tasks and responsibilities of a specific job or duty assignment.
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| ''' Work-related values '''
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| The ethical standards, beliefs, and principles that guide behavior and decision-making in a work environment.
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