Oer-system

INSTRUCTOR CPT MORRIS

COMBAT LEADERSHIP TEAM

PURP OSE To provide junior officers information on the Officer Evaluation Reporting System (OERS).

COMBAT LEADERSHIP TEAM

REF ERE NC ES  AR 623-105, Officer Evaluations  DA Pam 623-105, The OERS “In Brief”  DA Form 67-9-1, OER Support Form  DA Form 67-9-1a, Junior Officer

Development Support Form  DA Form 67-9, Officer Evaluation Report

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OU TL INE  Rating Chains  Evaluation Process

OER Support Form • Junior Officer Development Support Form • Officer Evaluation Report  Types of Reports  Officer Record Brief •

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RATI NG CH AI N  Chain Development

 Member Responsibilities • • •

Rated Officer Rater Senior Rater

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RA TIN G SCH EM E Rank

Officer

Duty Position

Rater

Inter Rater

Sr Rater

Next OER

LTC MAJ MAJ CPT CPT CPT CPT CPT CPT 1LT 1LT 1LT 2LT 2LT 2LT 2LT

FLAG BUZZ STATIC BAND WAVE SWITCH PAPER JUNK SLACK SMARTY BRIGHT SHARP NET LOST HERO ZERO

BN CDR BN XO BN S3 X CO CDR Z CO, CDR HQ CO, CDR BN S1 BN S4 ASST S3 BN S2 X CO, XO Z CO, XO 1/X CO, PL 2/X CO, PL 1/Z CO, PL 2/Z CO, PL

COL STEEL LTC FLAG LTC FLAG LTC FLAG LTC FLAG LTC FLAG MAJ BUZZ MAJ BUZZ MAJ STATIC MAJ STATIC CPT BAND CPT WAVE CPT BAND CPT BAND CPT WAVE CPT WAVE

BG HAMMER

MG TOUGH COL STEEL COL STEEL COL STEEL COL STEEL COL STEEL LTC FLAG LTC FLAG 000521 LTC FLAG LTC FLAG LTC FLAG LTC FLAG LTC FLAG LTC FLAG LTC FLAG

010110 010110 000723 010312 001215 001214 010219 010316

LTC FLAG

COMBAT LEADERSHIP TEAM

000331 001022 010301 010228 000513 010201 010302

RATED OFFICER RESPONSIBILITIES    

Perform each assigned or implied duty Discuss duty description and performance objectives with rater within 30 days Revise and update objectives and duty description Accurately describe duties, objectives and significant contributions on DA Form 67-9-1 and 67-9-1a at the end of the rating period COMBAT LEADERSHIP TEAM

RAT ER RE SPON SI BI LITI ES 



Provide his/her and the senior rater’s support forms to the rated officer Discuss scope of rated officer’s duties within 30 days

COMBAT LEADERSHIP TEAM

RAT ER RE SPON SI BI LITI ES 





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Counsel rated officer throughout the rating period utilizing the DA Form 67-9-1 Review DA Form 67-9-1 at end of rating period Verify and enter the rated officer’s APFT and height and weight data on DA Form 67-9 Assess and evaluate performance of officer on DA Form 67-9 COMBAT LEADERSHIP TEAM

RAT ER RE SPON SI BI LITI ES FOR LTs and WO1s 





Ensure Junior Officer Development Support Form is initiated Counsel rated officer throughout the rating period utilizing the DA Form 67-9-1a Review DA Form 67-9-1a at end of rating period COMBAT LEADERSHIP TEAM

INTE RMED IA TE RAT ER RE SPON SI BI LITI ES  



Minimum of 60 days Assess performance of the rated officer through DA Form 67-9 If appropriate, provide information on DA Form 67-9-1 to assist senior rater

COMBAT LEADERSHIP TEAM

SENI OR R ATE R RE SP ONSIB ILIT IES   





60 day minimum Ensures support form is provided Become familiar with rated officer’s performance Assess rated officer, considering DA Form 67-9-1 and potential relative to his/her contemporaries Has rated officer sign the DA Form 67-9 COMBAT LEADERSHIP TEAM

SEN IO R RATER RE SPON SI BI LITI ES FOR LTs and WO1s 



Approve all DA Form 67-9-1a developmental plans and initial form Ensure compliance with the requirements of the DA Form 67-9-1

COMBAT LEADERSHIP TEAM

QUE STI ON S?  Name one responsibility of the Rater.  Name one responsibility of the

Senior Rater.

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EVA LUA TI ON PR OC ESS  DA Form 67-9-1, OER Support Form  DA Form 67-9-1a, Junior Officer

Development Support Form  DA Form 67-9, Officer Evaluation Report

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OER SUPP ORT FORM  DA Form 67-9-1  Reference Army Regulation 623-105  Not forwarded to HQDA with OER

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OER S UPP ORT FO RM 

Purpose: Promote a top down emphasis on leadership communication, integrating rated officer participation in objective setting, performance counseling, and evaluation. COMBAT LEADERSHIP TEAM

OER S UPP ORT FO RM PART I (Rated Officer Identification) Name Rank Organization 

COMBAT LEADERSHIP TEAM

OER S UPP ORT FO RM PART II (Rating Chain) Rater Intermediate Rater Senior Rater 

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OER S UPP ORT FO RM PART III (Verification of Discussion) Initial Counseling Date Rated Officer, Rater, and Senior Rater Initials Periodic Counseling Dates and Initials 

COMBAT LEADERSHIP TEAM

OER S UPP ORT FO RM PART IV (Rated Officer) Duty Title Position Code Significant Duties and Responsibilities Major Performance Objectives Significant Contributions Signature and Date 

COMBAT LEADERSHIP TEAM

OER S UPP ORT FO RM PART V (Rater and/or Intermediate Rater) Optional Comments Signatures and date 

COMBAT LEADERSHIP TEAM

QU EST IONS ? COMBAT LEADERSHIP TEAM

JUN IO R OF FICE R DEVEL OPM ENT OER SU PPO RT F OR M  DA Form 67-9-1a  Reference Army Regulation 623-105

COMBAT LEADERSHIP TEAM

JUNIOR OF FIC ER DEVELOPM ENT OER SUP PORT FORM  Purpose:

Institutionalize Army values and leadership doctrine as the common framework for junior officer development. Assist junior officer transition into Army leadership culture. Standardize junior officer development counseling COMBAT LEADERSHIP TEAM

JR OFFIC ER DEVELOPM ENT OER SUP PORT FOR M  PART I (Instructions)

Initial face to face Quarterly Follow-up counseling

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JR OFFIC ER DEVELOPM ENT OER SUP PORT FOR M  PART II (Character)

Army Values Attributes Skills

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

JR OFFIC ER DEVELOPM ENT OER SUP PORT FOR M PART III (Developmental Action Plan)

Influencing Communicating Decision Making Motivating Operating Planning Executing Assessing COMBAT LEADERSHIP TEAM

JR OFFIC ER DEVELOPM ENT OER SUP PORT FOR M Improving Developing Building Learning

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JR OFFIC ER DEVELOPM ENT OER SUP PORT FOR M  PART IV (Verification)

Rater initials Rated officer initials Date Senior rater initials

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JR OFFIC ER DEVELOPM ENT OER SUP PORT FOR M  PART V (Developmental

Assessment Record) Assessment Key Points

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QU EST IONS ? COMBAT LEADERSHIP TEAM

OFFICE R EVALU ATIO N RECO RD  DA Form 67-9  Reference Army Regulation 623-105

COMBAT LEADERSHIP TEAM

OFFICE R EVALU ATIO N RECO RD

 Purpose: Provides evaluation

information for use by successive members of the rating chain, emphasizes and reinforces professionalism, and supports the specialty focus of Officer Professional Management System (OPMS). COMBAT LEADERSHIP TEAM

OFFICE R EVALU ATIO N RECO RD

 Part I: (Administrative Data)

Name-SSN-Rank-DOR-BranchSpecialties Unit-Organization-Station Reason for Submission Period Covered-Rated Months Rated Officer and PSB data & codes COMBAT LEADERSHIP TEAM

OFFICE R EVALU ATIO N RECO RD

 Part II: (Authentication)

Name-SSN-Rank-Position-SignatureDate for Rater, Intermediate Rater, and Senior Rater Senior Rater’s Organization, Branch, Telephone Number, E-Mail Address Referred Report Rated Officer Signature and Date COMBAT LEADERSHIP TEAM

OFFICE R EVALU ATIO N RECO RD  Part III: (Duty Description)

Principal Duty Title Position Code Significant Duties and Responsibilities (refer to DA Form 67-9-1)

COMBAT LEADERSHIP TEAM

OFFICE R EVALU ATIO N RECO RD  Part IV: (Performance Evaluation)

Character Army Values Leader Attributes/Skills/Actions APFT-Date-Height-Weight Junior Officer Development COMBAT LEADERSHIP TEAM

OFFICE R EVALU ATIO N RECO RD

 Part V: (Performance and Potential

Evaluation) Evaluate Rated Officer’s Performance Comments on Specific Aspects of Performance and Potential Identify unique professional skills or areas

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OFFICE R EVALU ATIO N RECO RD

 Part VI: (Intermediate Rater Comments)

Narrative comments are mandatory

COMBAT LEADERSHIP TEAM

OFFICE R EVALU ATIO N RECO RD

 Part VII: (Senior Rater Comments)

Evaluate Rated Officer’s Promotion Potential to the next higher grade Potential Compared with other officers “the blocks” Comments on Performance/Potential List 3 future assignments

COMBAT LEADERSHIP TEAM

QUE STI ON S?  What is the reference for the Officer

Evaluation Record, DA Form 67-9?  What is the purpose of the Officer

Evaluation Record Support Form, DA Form 67-9-1? COMBAT LEADERSHIP TEAM

MAND AT ORY TYPE S O F RE PO RT S      

90 DAY MINIMUM Change-of Rater Change of Duty Annual Departure on TDY or Special Duty TDY and SD Supervisor’s Evaluation Officer Failing Promotion Selection COMBAT LEADERSHIP TEAM

MAND AT ORY TYPE S O F RE PO RT S NO MINIMUM Initial Tour of Extended Active Duty Application for RA Appointment JAG Officers in OJT Training Relief for Cause PERSCOM Directed COMBAT LEADERSHIP TEAM

OP TI ONA L T YP ES OF RE PO RTS NO MINIMUM  Complete the Record  Senior Rater Option  Rater Option  Sixty-day Option COMBAT LEADERSHIP TEAM

QU EST IONS ? COMBAT LEADERSHIP TEAM

OF FICE R RECOR D BRI EF  Reference DA Pamphlet 640-1  Purpose: summarize qualifications

and career history used to manage officers  Consists of ten sections plus the heading

COMBAT LEADERSHIP TEAM

OF FICE R RECOR D BRI EF  Heading

Type of ORB Brief date Date of Audit- normally blank Basic/Control Branch Component AD Grade and Date of Rank SSN and Name COMBAT LEADERSHIP TEAM

OF FICE R RECOR D BRI EF

 SECTION I – Assignment Information

Overseas Duty Career Field Information Branch/Functional Area/Skills Career Track Previous Branch/Functional Area Career Management Field Geographic Orientation

COMBAT LEADERSHIP TEAM

OF FICE R RECOR D BRI EF  SECTION II – Security Data

Type of Investigation Date security investigation completed Security Clearance

COMBAT LEADERSHIP TEAM

OF FICE R RECOR D BRI EF  SECTION III – Service Data

Basic Active Service Date (BASD) Current Program Procurement Number Entry on Active Duty Basic Date of Appointment Basic Year Group/Source of Appointment

COMBAT LEADERSHIP TEAM

OF FICE R RECOR D BRI EF  SECTION III – Service Data (continued)

Active Federal Commissioned Service Type of Original Appointment Current Service Agreement/Expiration Date Projected /Mandatory Retirement Date of Rank

COMBAT LEADERSHIP TEAM

OF FICE R RECOR D BRI EF  SECTION IV – Personal Family Data

Date of Birth/Birthplace Country of Citizenship Sex/Race Category Number of Dependents Religion/Marital Status Spouse Birthplace Physical categories/date/Height/Weight Mailing Address COMBAT LEADERSHIP TEAM

OF FICE R RECOR D BRI EF  SECTION V – Foreign Language

Language Reading Comprehension Listening Comprehension Defense Language Aptitude Test

COMBAT LEADERSHIP TEAM

OF FICE R RECOR D BRI EF  SECTION VI – Military Education

Military Education Level Course/Year

COMBAT LEADERSHIP TEAM

OF FICE R RECOR D BRI EF  SECTION VII – Civilian Education

Civil Education Level Institution Discipline Source of Degree

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OF FICE R RECOR D BRI EF  SECTION VIII – Awards and Decorations

Awards Decorations Tabs Badges

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OF FICE R RECOR D BRI EF  SECTION IX – Assignment History

Date of Availability Date Last Permanent Change of Duty Station Date of last OER Organization Zip Code Assignment/From Date/Unit/Organization Station/Location/Major Command/Duty Title Duty MOS

COMBAT LEADERSHIP TEAM

OF FICE R RECOR D BRI EF  SECTION X – Remarks

Date of last photo Professional qualifications Assignment preferences Date of last preference statement Regimental Affiliation Months of prior enlisted/warrant officer service

COMBAT LEADERSHIP TEAM

QUE STI ON S?  Name two types of mandatory

reports.  Name one type of optional report.

COMBAT LEADERSHIP TEAM

SU MM ARY  Rating Chains  Evaluation Process

OER Support Form • Junior Officer Development Support Form • Officer Evaluation Report  Types of Reports  Officer Record Brief •

COMBAT LEADERSHIP TEAM

CON CL USI ON . We must understand and use the Officer Evaluation Reporting System to provide evaluation of performance and potential in order to provide the Army with the best leaders. Remember that the most essential dynamic of combat power is LEADERSHIP! COMBAT LEADERSHIP TEAM