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Officer Evaluation System

Officer Evaluation System. PSC-opm-3. OVERVIEW. OPM-3 Staff / Responsibilities OES / OER Review Writing Hints Special and Derogatory OERs Reported-On Officer Options Board Feedback / Tips Resources. OFFICER EVALUATIONS BRANCH PSC-opm-3. OPM-3 RESPONSIBILTIES. Provide OER Consultation

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Officer Evaluation System

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  1. Officer Evaluation System PSC-opm-3 Unclassified Information Brief

  2. OVERVIEW • OPM-3 Staff / Responsibilities • OES / OER Review • Writing Hints • Special and Derogatory OERs • Reported-On Officer Options • Board Feedback / Tips • Resources Unclassified Information Brief

  3. OFFICER EVALUATIONS BRANCHPSC-opm-3 Unclassified Information Brief

  4. OPM-3 RESPONSIBILTIES • Provide OER Consultation • Provide OES Training • Review All Special OERs • Provide Second Level OER Quality Review • Compile OERs for Selection Boards & Post-Graduate Panels • Provide Input for BCMR/PRRB applications Unclassified Information Brief

  5. OFFICER EVALUATION SYSTEM • Provides Criteria for Personnel Management Decisions • Promotions / Assignments / Career Development • Establishes Performance and Character Standards Marks Deviating from “4” (Including N/O) Must be Justified • Above Standard (5, 6, & 7) • Standard (4)“High Level of Performance Expected of All CG Officers” • Below Standard (3, 2, & 1) • Prescribes Organizational Core Values • Provides Performance Feedback O E R - The Most Important Document in an Officer’s Career ! Unclassified Information Brief

  6. THE RATING CHAIN PSC adf Unclassified Information Brief

  7. REPORTED-ON OFFICER Read PERSMAN – 10.A. Request Meetings with Supervisor Use Officer Support Form (CG 5308) Required for O1/O2 Provide OER Input (21 days prior to end of period) Seek Performance Feedback After Reviewer Signs OER, W2 to O4 Must Review and Sign OER Prior to Submission Obtain & Review Original OER SUPERVISOR Provide Direction/Feedback Prepare Description of Duties (Primary Duty = Billet Title = PAL) Evaluate Performance Completes page 1 and 2 Provide Input to New Supervisor Initiate OER if Required RATING CHAIN RESPONSIBILITIES Unclassified Information Brief

  8. REPORTING OFFICER Evaluate Performance Hold Supervisor Accountable for OERs Complete Page 3 of OER Provide Comparison Scale Address Leadership Potential Provide Performance Feedback REVIEWER Ensure OER Reflects Reasonably Consistent Picture of Performance Add Comments/ Comparison Scale Where Required Provide Optional Comments Conduct Administrative Review After Signing, Returns OER to ROO For Review and Signature in Section 1.b (W2 to O4 only) Forward to OER Administrator to Arrive at PSC within 45 Days RATING CHAIN RESPONSIBILITIES (cont’d.) Unclassified Information Brief

  9. TIMELINESS OF OERS FOR 2007/2008 BY ATU 2008 AVG: 71% 2007 AVG: 69% Unclassified Information Brief

  10. GOOD LEADERSHIP AND TIMELY OERS “Timely and accurate performance feedback is a core leadership responsibility that must remain a unit priority..…Reported-on Officers should not be surprised with the content of their OER…” (CG-1) Unclassified Information Brief

  11. 31 JAN – LTJG 31 MAR – CDR, ENS 30 APR – CAPT, LCDR, CWO4 31 MAY – LT 30 JUN – LTJG (IN ZONE), CWO2 31 JUL – LTJG, CWO3 30 SEP – ENS ADPL OER SUBMISSION SCHEDULE Unclassified Information Brief

  12. IDPL OER SUBMISSION SCHEDULE BIENNIAL (On Even Numbered Years) 31 MAR – CDR 30 APR – LCDR and CWO4 31 MAY – LT 30 JUN – CWO2 31 JUL – CWO3 (If In-Zone, OER may be required on odd years) ANNUAL 31 MAR – ENS 30 APR – CAPT 31 JUL – LTJG (LTJG In-Zone, 30 JUN, marked as Special) Unclassified Information Brief

  13. Annual/Semi-Annual Detachment of ROO (Transfer) Change of RO Promotion (CAPT / CWO–LT / >18 mos.) Concurrent (TAD >60 days) Special (Performance Change / NJP) Continuity Purposes Only (Retirement) Duty Under Instruction (DUINS) OCCASION OF REPORT Regular OERs Exception OERs Unclassified Information Brief

  14. WRITING THE OER(SECTION 1) COMPLETED BY ROO USE CORRECT DATES COMMANDING OFFICER NO CAPS Should Include: Scope of Duty, Resources Responsible for, Money Managed, People Supervised, and Collateral Duties (No need to type “Collateral Duties”) Reserve include: Attendance (IDT Scheduled/Attended: 48/40; ADT: 13 days; ADSW: 5 days) LIST ONLY AUTHORIZED ATTACHMENTS HERE Unclassified Information Brief

  15. DESCRIPTION OF DUTIES(SECTION 2) Unclassified Information Brief

  16. ATTACHMENTS • Personal Awards Only (LOC and higher) • USCG and Other Armed Services • For Period in Which Received Even if the Award Cites Performance Outside of Period • Certificate and Citation (with seal) Required • Punitive Letters of Censure • Court Memoranda Unclassified Information Brief

  17. A WELL-CONSTRUCTED OER COMMENT Extremely vigilant bridge watch-stander; detected small intermittent contact on radar & maneuvered ship to intercept prior to sunset; resulted in interdiction of rustic sailboat w/ 6 undocumented migrants on board & prevented high potential for their loss of life due to deteriorating weather conditions. How well it was done/ Concise accomplishment/ Demonstrated Impact Unclassified Information Brief

  18. A WELL-CONSTRUCTED OER COMMENT Always 2 steps ahead, meticulous planning for Tailored Annual Cutter Trng (TACT) drills; led training team to achieve effective rating in just 1 wk, flawlessly executed 3 GUNEXs in 1 day; ship earned “E” award in navigation/seamanship during ship’s first TACT in 4+ yrs. How well it was done/ Concise accomplishment/ Demonstrated Impact Unclassified Information Brief

  19. OER CONCERNS • Vague Comments:“Planned for Tailored Annual Cutter Trng (TACT) drills.” Lacks impact & specificity. • Excessive Abbreviations:“Spb plg/prp res 4 mtg all op msn reqmts; thrly plnd 2 FL sts, 1 WWP, 1 GANTSEC, & 1 JIATF-S ptl & dpt cmptly prp’d for C4I mgtn.” Confuses the reader. • Community-Specific Acronyms:“JHSV, EMS, ACOE” – Use only widely known acronyms; if unsure define thoroughly. • Prohibited Comments:References to Medical/Psychological issues, Gender, Ethnicity, Religion, Race or Family Status are restricted. • Use of Personal Pronouns:He, she, his, her- are not universally restricted, but place undue emphasis on gender. The best written OERs limit the use of pronouns. Unclassified Information Brief

  20. COMPARISON SCALE (SECTION 9) Unclassified Information Brief

  21. POTENTIAL (SECTION 10) OPTIONAL COMMENTS (HIGHLY ENCOURAGED) • Assignments • Promotion Recommendation • PG and Senior Service Schools • Special Skills • MANDATORY COMMENTS • Ability to Assume Greater Leadership Roles and Responsibilities Unclassified Information Brief

  22. 2008 OER CORRECTIONS Restricted Comments Marks Not Supported By Comments OER ERROR RATE 2008 : 8.1% 2007 : 16.3% 2006 : 16.0% 2005 : 15.7% Potential & Rating Chain Reviewer Comments Admin (Section 1 & Attachments) Unclassified Information Brief

  23. SPECIAL OERS(PERSMAN 10.A.3.c.) Call OPM-3 before drafting Performance of >6 Months for Officers Being Considered for Promotion Boards/ Advanced Education Panels/ Extensions • Counts for Continuity • Counts for Continuity Performance Notably Different NJP, Court-Martial, or Criminal Conviction • Does Not Count for Continuity Significant Performance/ Behavior Previously Unknown • Does Not Count for Continuity When Specifically Directed (i.e., Relief for Cause) • Does Not Count for Continuity Unclassified Information Brief

  24. DEROGATORY OERS(PERSMAN 10.A.4.h.) Call OPM-3 before drafting • Defined As: • “1” in Any Performance Dimension, or • “UNSAT” Comparison Scale Mark, or • Removal from Primary Duty • Addendum Process • Supervisor/RO Signs OER and provides copy to ROO • ROO has 14 days to prepare addendum/statement • Supervisor/RO endorse addendum/statement and forward entire package to Reviewer for signature (OER + Addendum/ Statement + Endorsements) Unclassified Information Brief

  25. REPORTED-ON OFFICER OPTIONS • Prepare a Reply (Submit within 21 days of receipt of a validated OER) • Prepare a Communication to the Board • Submit a Personnel Record Review Board (PRRB) Application • Submit a Board for Correction of Military Records (BCMR) Application Unclassified Information Brief

  26. WHAT BOARDS CONSIDER(PERSMAN 14.A.3.a) • Performance • Professionalism • Leadership • Education • Commandant’s Guidance • Board Precept OER CG-4082 and Official Transcripts COMDT’s Guidance for Promotion Year CG PSC Memo to Board President Unclassified Information Brief

  27. SELECTION BOARD/ PANEL FEEDBACK • Comprehensive Description of Duties critical • Watch acronym use and clichés (“Hit the deck running.”) • Don’t write “Concur with Supervisor” & fill in bubble • Review COMDT’s Guidance prior to drafting an OER • Reviewer Comments • Optional/Mandatory comments provide value and validity when documenting observed performance and/or conduct. Unclassified Information Brief

  28. SELECTION BOARD/ PANEL FEEDBACK • Ensure follow through with projects and PG programs • Do not be vague with recommendation • Comparison scale not consistent with “Potential” section • Emphasize attainment of qualifications • Specifics are better than superlatives Unclassified Information Brief

  29. OER STATUS IN CG CENTRAL • Check Individual OER Status • Click on “My Workspace” Tab • Look in the “My Readiness” Window • Click on “Regular Evals” Unclassified Information Brief

  30. OER STATUS IN CG CENTRAL • Check Unit • OER Status • Click on “Units” Tab • Look in “Unit Measures” Window • Under the “People” category, scroll down and select “View More People Measures” • Scroll down again and next to “Regular Evals”, select “Detail” Unclassified Information Brief

  31. PERSMAN CH.10.A. PERSMAN CH.14 COMDT’S GUIDANCE TO BOARDS/PANELS OER ADMINISTRATORS ALCGOFF 024/09 ALCGOFF 036/09 ALCGOFF 008/09 ALCGOFF 037/08 ALCGOFF 001/08 ALCOAST 092/08 ALCOAST 199/08 OER Digital Signature Instructions: http://www.uscg.mil/opm/Opm3/Digital-Signatures.asp (Change 41) CG Central (My Workspace > Career Management > Officer > Promotions) NEW OER FORMS & DIGITAL SIGNATURES 2008 OES REVIEW 2009 OER SUBMISSIONS PRIMARY DUTY ALIGNMENT & OERS OER STATUS IN CG CENTRAL W4 CONTINUITY OERS EMAILING OERS AS A PDF (2/3 of all OERs are now emailed) RESOURCES Unclassified Information Brief

  32. IMPORTANT TIPS • Maintain a personal OER file • Update Record of Professional Development (CG-4082) before Promotion Boards. Advanced education at the top! • When writing an OER, save an “unlocked” version before digitally signing • Don’t delay submission • Verify validated OERs: Direct Access:Home> Self Service> Employee> View > My Employee Review • Review HQ PDR or request a scanned copy: http://www.uscg.mil/cgpc/adm/adm3/ Commander, Personnel Service Center PSC (ADM-3) - MS 7200 US Coast Guard 4200 Wilson Blvd, Suite 1100 Arlington, VA 20598-7200 Unclassified Information Brief

  33. OER EXCERPTS “Showed disrespect and contempt toward senior in front of all hands by refusing to salute CO & storming off upon receiving award that was lower than what SNO expected.” “Inexplicably disappeared for long periods of time…” “OES responsibilities were not met, turned in 6 positive bullets of performance for 6 month period, readily recognized lack of performance when addressed.” “Good appearance in/out of uniform.” “…planned unit tour for local schools, included dressing in Antarctic penguin costume…” “…blatant disrespect for uniform standards by not having rank insignia on garrison cover and wearing ODU belt with trops uniform.” “On more than one occasion was found asleep by EO in various locations about unit.” Unclassified Information Brief

  34. OPM-3 CONTACT INFORMATION http://www.uscg.mil/opm/ Email OER Questions: ARL-PF-CGPSC-OPM@USCG.MIL Email OERS as a PDF:ARL-PF-CGPC-OPMOER@USCG.MIL (202) 493-1652 / 1653 / 1654 / 1655/ 1656 Reserve OER’s (rpm): (202) 493-1706 Unclassified Information Brief

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