OFFICER EVALUATION (OER) RECORD SYSTEM

1. OFFICER EVALUATION (OER) RECORD SYSTEM INSTRUCTOR CPT MORRIS COMBAT LEADERSHIP TEAM

2. PURPOSE To provide junior officers information on the Officer Evaluation Reporting System (OERS). COMBAT LEADERSHIP TEAM

3. REFERENCES • 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 COMBAT LEADERSHIP TEAM

4. OUTLINE • Rating Chains • Evaluation Process • OER Support Form • Junior Officer Development Support Form • Officer Evaluation Report • Types of Reports • Officer Record Brief COMBAT LEADERSHIP TEAM

5. RATING CHAIN • Chain Development • Member Responsibilities • Rated Officer • Rater • Senior Rater COMBAT LEADERSHIP TEAM

6. RATING SCHEME Rank Officer Duty Position Rater Inter Rater Sr Rater Next OER LTC FLAG BN CDR COL STEEL BG HAMMER MG TOUGH 010110 MAJ BUZZ BN XO LTC FLAG COL STEEL 010110 MAJ STATIC BN S3 LTC FLAG COL STEEL 000723 CPT BAND X CO CDR LTC FLAG COL STEEL 010312 CPT WAVE Z CO, CDR LTC FLAG COL STEEL 001215 CPT SWITCH HQ CO, CDR LTC FLAG COL STEEL 001214 CPT PAPER BN S1 MAJ BUZZ LTC FLAG 010219 CPT JUNK BN S4 MAJ BUZZ LTC FLAG 010316 CPT SLACK ASST S3 MAJ STATIC LTC FLAG 000521 1LT SMARTY BN S2 MAJ STATIC LTC FLAG 000331 1LT BRIGHT X CO, XO CPT BAND LTC FLAG 001022 1LT SHARP Z CO, XO CPT WAVE LTC FLAG 010301 2LT NET 1/X CO, PL CPT BAND LTC FLAG 010228 2LT LOST 2/X CO, PL CPT BAND LTC FLAG 000513 2LT HERO 1/Z CO, PL CPT WAVE LTC FLAG 010201 2LT ZERO 2/Z CO, PL CPT WAVE LTC FLAG 010302 COMBAT LEADERSHIP TEAM

7. 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

8. RATER RESPONSIBILITIES • 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

9. RATER RESPONSIBILITIES • 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

10. RATER RESPONSIBILITIES 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

11. INTERMEDIATE RATER RESPONSIBILITIES • 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

12. SENIOR RATER RESPONSIBILITIES • 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

13. SENIOR RATER RESPONSIBILITIES • Approve all DA Form 67-9-1a developmental plans and initial form • Ensure compliance with the requirements of the DA Form 67-9-1 FOR LTs and WO1s COMBAT LEADERSHIP TEAM

14. QUESTIONS? • Name one responsibility of the Rater. • Name one responsibility of the Senior Rater. COMBAT LEADERSHIP TEAM

15. EVALUATION PROCESS • 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 COMBAT LEADERSHIP TEAM

16. OER SUPPORT FORM • DA Form 67-9-1 • Reference Army Regulation 623-105 • Not forwarded to HQDA with OER COMBAT LEADERSHIP TEAM

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

18. OER SUPPORT FORM • PART I (Rated Officer Identification) Name Rank Organization COMBAT LEADERSHIP TEAM

19. OER SUPPORT FORM • PART II (Rating Chain) Rater Intermediate Rater Senior Rater COMBAT LEADERSHIP TEAM

20. OER SUPPORT FORM • PART III (Verification of Discussion) Initial Counseling Date Rated Officer, Rater, and Senior Rater Initials Periodic Counseling Dates and Initials COMBAT LEADERSHIP TEAM

21. OER SUPPORT FORM • PART IV (Rated Officer) Duty Title Position Code Significant Duties and Responsibilities Major Performance Objectives Significant Contributions Signature and Date COMBAT LEADERSHIP TEAM

22. OER SUPPORT FORM • PART V (Rater and/or Intermediate Rater) Optional Comments Signatures and date COMBAT LEADERSHIP TEAM

23. QUESTIONS? COMBAT LEADERSHIP TEAM

24. JUNIOR OFFICER DEVELOPMENT OER SUPPORT FORM • DA Form 67-9-1a • Reference Army Regulation 623-105 COMBAT LEADERSHIP TEAM

25. JUNIOR OFFICER DEVELOPMENT OER SUPPORT 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

26. JR OFFICER DEVELOPMENT OER SUPPORT FORM • PART I (Instructions) Initial face to face Quarterly Follow-up counseling COMBAT LEADERSHIP TEAM

27. JR OFFICER DEVELOPMENT OER SUPPORT FORM • PART II (Character) Army Values Attributes Skills COMBAT LEADERSHIP TEAM

28. JR OFFICER DEVELOPMENT OER SUPPORT FORM • PART III (Developmental Action Plan) Influencing Communicating Decision Making Motivating Operating Planning Executing Assessing COMBAT LEADERSHIP TEAM

29. JR OFFICER DEVELOPMENT OER SUPPORT FORM Improving Developing Building Learning COMBAT LEADERSHIP TEAM

30. JR OFFICER DEVELOPMENT OER SUPPORT FORM • PART IV (Verification) Rater initials Rated officer initials Date Senior rater initials COMBAT LEADERSHIP TEAM

31. JR OFFICER DEVELOPMENT OER SUPPORT FORM • PART V (Developmental Assessment Record) Assessment Key Points COMBAT LEADERSHIP TEAM

32. QUESTIONS? COMBAT LEADERSHIP TEAM

33. OFFICER EVALUATION RECORD • DA Form 67-9 • Reference Army Regulation 623-105 COMBAT LEADERSHIP TEAM

34. OFFICER EVALUATION RECORD • 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

35. OFFICER EVALUATION RECORD • Part I: (Administrative Data) Name-SSN-Rank-DOR-Branch-Specialties Unit-Organization-Station Reason for Submission Period Covered-Rated Months Rated Officer and PSB data & codes COMBAT LEADERSHIP TEAM

36. OFFICER EVALUATION RECORD • Part II: (Authentication) Name-SSN-Rank-Position-Signature-Date 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

37. OFFICER EVALUATION RECORD • Part III: (Duty Description) Principal Duty Title Position Code Significant Duties and Responsibilities (refer to DA Form 67-9-1) COMBAT LEADERSHIP TEAM

38. OFFICER EVALUATION RECORD • Part IV: (Performance Evaluation) Character Army Values Leader Attributes/Skills/Actions APFT-Date-Height-Weight Junior Officer Development COMBAT LEADERSHIP TEAM

39. OFFICER EVALUATION RECORD • 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 COMBAT LEADERSHIP TEAM

40. OFFICER EVALUATION RECORD • Part VI: (Intermediate Rater Comments) Narrative comments are mandatory COMBAT LEADERSHIP TEAM

41. OFFICER EVALUATION RECORD • 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

42. QUESTIONS? • 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

43. MANDATORY TYPES OF REPORTS 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

44. MANDATORY TYPES OF REPORTS 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

45. OPTIONAL TYPES OF REPORTS NO MINIMUM • Complete the Record • Senior Rater Option • Rater Option • Sixty-day Option COMBAT LEADERSHIP TEAM

46. QUESTIONS? COMBAT LEADERSHIP TEAM

47. OFFICER RECORD BRIEF • 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

48. OFFICER RECORD BRIEF • 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

49. OFFICER RECORD BRIEF • 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

50. OFFICER RECORD BRIEF • SECTION II – Security Data Type of Investigation Date security investigation completed Security Clearance COMBAT LEADERSHIP TEAM