Regarding performance: This is the rater’s responsibility.
Regarding the PT Issue:
Ideally the CSM’s rater should have the frank discussion with the CSM and it should be in writing if need be. Failing to take a PT test tends to be an indicator of a larger issue. If the XO is having this discussion as a professional reminder (verbal) or perhaps as a gentle prod from the BNCDR, meaning the BNCDR has asked the XO to have the discussion to avoid embarrassment to the CSM, I would consider it acceptable and within the XO’s scope. Note: these are not formal written counseling sessions.