officer evaluation (oer) record system

To provide junior officers information on the Officer

Evaluation Reporting System (OERS).

PURPOSEPURPOSE

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

REFERENCESREFERENCES

Rating Chains Evaluation Process

◦ OER Support Form◦ Junior Officer Development Support Form◦ Officer Evaluation Report

Types of Reports Officer Record Brief

OUTLINEOUTLINE

Chain Development

Member Responsibilities◦ Rated Officer◦ Rater◦ Senior Rater

RATING CHAINRATING CHAIN

RATING SCHEMERATING SCHEMERank Officer Duty Position Rater Inter Rater Sr Rater Next OER

LTC FLAG BN CDR COL STEEL BG HAMMER MG TOUGH 010110MAJ BUZZ BN XO LTC FLAG COL STEEL 010110MAJ STATIC BN S3 LTC FLAG COL STEEL 000723CPT BAND X CO CDR LTC FLAG COL STEEL 010312CPT WAVE Z CO, CDR LTC FLAG COL STEEL 001215CPT SWITCH HQ CO, CDR LTC FLAG COL STEEL 001214CPT PAPER BN S1 MAJ BUZZ LTC FLAG 010219CPT JUNK BN S4 MAJ BUZZ LTC FLAG 010316CPT SLACK ASST S3 MAJ STATIC LTC FLAG 0005211LT SMARTY BN S2 MAJ STATIC LTC FLAG 0003311LT BRIGHT X CO, XO CPT BAND LTC FLAG 0010221LT SHARP Z CO, XO CPT WAVE LTC FLAG 0103012LT NET 1/X CO, PL CPT BAND LTC FLAG 0102282LT LOST 2/X CO, PL CPT BAND LTC FLAG 0005132LT HERO 1/Z CO, PL CPT WAVE LTC FLAG 0102012LT ZERO 2/Z CO, PL CPT WAVE LTC FLAG 010302

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

RATED OFFICER RATED OFFICER RESPONSIBILITIESRESPONSIBILITIES

Provide his/her and the senior rater’s support forms to the rated officer

Discuss scope of rated officer’s duties within 30 days

RATER RESPONSIBILITIESRATER 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

RATER RESPONSIBILITIESRATER RESPONSIBILITIES

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

RATER RESPONSIBILITIESRATER RESPONSIBILITIES

FOR LTs and WO1s

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

INTERMEDIATE RATER INTERMEDIATE RATER RESPONSIBILITIESRESPONSIBILITIES

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

SENIOR RATER SENIOR RATER RESPONSIBILITIESRESPONSIBILITIES

Approve all DA Form 67-9-1a developmental plans and initial form

Ensure compliance with the requirements of the DA Form 67-9-1

SENIOR RATER SENIOR RATER RESPONSIBILITIESRESPONSIBILITIES

FOR LTs and WO1s

Name one responsibility of the Rater.

Name one responsibility of the Senior Rater.

QUESTIONS?QUESTIONS?

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

EVALUATION EVALUATION PROCESSPROCESS

DA Form 67-9-1

Reference Army Regulation 623-105

Not forwarded to HQDA with OER

OER SUPPORT FORMOER SUPPORT FORM

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

OER SUPPORT FORMOER SUPPORT FORM

PART I (Rated Officer Identification)

NameRankOrganization

OER SUPPORT FORMOER SUPPORT FORM

PART II (Rating Chain)RaterIntermediate RaterSenior Rater

OER SUPPORT FORMOER SUPPORT FORM

PART III (Verification of Discussion)

Initial Counseling DateRated Officer, Rater, and Senior Rater Initials

Periodic Counseling Dates and Initials

OER SUPPORT FORMOER SUPPORT FORM

PART IV (Rated Officer)Duty TitlePosition CodeSignificant Duties and Responsibilities

Major Performance ObjectivesSignificant ContributionsSignature and Date

OER SUPPORT FORMOER SUPPORT FORM

PART V (Rater and/or Intermediate Rater)

OptionalCommentsSignatures and date

OER SUPPORT FORMOER SUPPORT FORM

QUESTIONS?

DA Form 67-9-1a

Reference Army Regulation 623-105

JUNIOR OFFICER JUNIOR OFFICER DEVELOPMENT OER DEVELOPMENT OER SUPPORT FORMSUPPORT 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

JUNIOR OFFICER JUNIOR OFFICER DEVELOPMENT OER DEVELOPMENT OER SUPPORT FORMSUPPORT FORM

PART I (Instructions)Initial face to faceQuarterly Follow-up counseling

JR OFFICER DEVELOPMENT JR OFFICER DEVELOPMENT OER SUPPORT FORMOER SUPPORT FORM

PART II (Character)Army ValuesAttributesSkills

JR OFFICER DEVELOPMENT JR OFFICER DEVELOPMENT OER SUPPORT FORMOER SUPPORT FORM

PART III (Developmental Action Plan)Influencing Communicating

Decision MakingMotivating

OperatingPlanningExecutingAssessing

JR OFFICER DEVELOPMENT JR OFFICER DEVELOPMENT OER SUPPORT FORMOER SUPPORT FORM

Improving Developing

BuildingLearning

JR OFFICER DEVELOPMENT JR OFFICER DEVELOPMENT OER SUPPORT FORMOER SUPPORT FORM

PART IV (Verification)Rater initialsRated officer initialsDateSenior rater initials

PART V (Developmental Assessment Record)

Assessment Key Points

JR OFFICER DEVELOPMENT JR OFFICER DEVELOPMENT OER SUPPORT FORMOER SUPPORT FORM

QUESTIONS?

DA Form 67-9

Reference Army Regulation 623-105

OFFICER EVALUATION OFFICER EVALUATION RECORDRECORD

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).

OFFICER EVALUATION OFFICER EVALUATION RECORDRECORD

Part I: (Administrative Data)Name-SSN-Rank-DOR-Branch-SpecialtiesUnit-Organization-StationReason for SubmissionPeriod Covered-Rated MonthsRated Officer and PSB data & codes

OFFICER EVALUATION OFFICER EVALUATION RECORDRECORD

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 ReportRated Officer Signature and Date

OFFICER EVALUATION OFFICER EVALUATION RECORDRECORD

Part III: (Duty Description)Principal Duty TitlePosition CodeSignificant Duties and Responsibilities

(refer to DA Form 67-9-1)

OFFICER EVALUATION OFFICER EVALUATION RECORDRECORD

Part IV: (Performance Evaluation)Character Army Values

Leader Attributes/Skills/ActionsAPFT-Date-Height-WeightJunior Officer Development

OFFICER EVALUATION OFFICER EVALUATION RECORDRECORD

Part V: (Performance and Potential Evaluation)

Evaluate Rated Officer’s PerformanceComments on Specific Aspects of

Performance and PotentialIdentify unique professional skills or

areas

OFFICER EVALUATION OFFICER EVALUATION RECORDRECORD

Part VI: (Intermediate Rater Comments)

Narrative comments are mandatory

OFFICER EVALUATION OFFICER EVALUATION RECORDRECORD

Part VII: (Senior Rater Comments)Evaluate Rated Officer’s Promotion

Potential to the next higher gradePotential Compared with other officers

“the blocks”Comments on Performance/PotentialList 3 future assignments

OFFICER EVALUATION OFFICER EVALUATION RECORDRECORD

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?

QUESTIONS?QUESTIONS?

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

MANDATORY TYPES MANDATORY TYPES OF REPORTS OF REPORTS

NO MINIMUM

MANDATORY TYPES MANDATORY TYPES OF REPORTS OF REPORTS

Initial Tour of Extended Active Duty

Application for RA Appointment

JAG Officers in OJT Training

Relief for Cause

PERSCOM Directed

NO MINIMUM

Complete the Record Senior Rater Option Rater Option Sixty-day Option

OPTIONAL TYPES OF REPORTS

QUESTIONS?

Reference DA Pamphlet 640-1 Purpose: summarize qualifications and

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

heading

OFFICER RECORD BRIEF OFFICER RECORD BRIEF

HeadingType of ORBBrief dateDate of Audit- normally blankBasic/Control BranchComponentAD Grade and Date of RankSSN and Name

OFFICER RECORD BRIEF OFFICER RECORD BRIEF

SECTION I – Assignment InformationOverseas DutyCareer Field InformationBranch/Functional Area/Skills Career TrackPrevious Branch/Functional AreaCareer Management FieldGeographic Orientation

OFFICER RECORD BRIEF OFFICER RECORD BRIEF

SECTION II – Security DataType of InvestigationDate security investigation

completed Security Clearance

OFFICER RECORD BRIEF OFFICER RECORD BRIEF

SECTION III – Service DataBasic Active Service Date (BASD)Current Program Procurement NumberEntry on Active DutyBasic Date of AppointmentBasic Year Group/Source of

Appointment

OFFICER RECORD BRIEF OFFICER RECORD BRIEF

SECTION III – Service Data (continued)Active Federal Commissioned ServiceType of Original AppointmentCurrent Service Agreement/Expiration

DateProjected /Mandatory RetirementDate of Rank

OFFICER RECORD BRIEF OFFICER RECORD BRIEF

SECTION IV – Personal Family DataDate of Birth/BirthplaceCountry of CitizenshipSex/Race CategoryNumber of DependentsReligion/Marital StatusSpouse BirthplacePhysical categories/date/Height/WeightMailing Address

OFFICER RECORD BRIEF OFFICER RECORD BRIEF

SECTION V – Foreign LanguageLanguageReading ComprehensionListening ComprehensionDefense Language Aptitude Test

OFFICER RECORD BRIEF OFFICER RECORD BRIEF

SECTION VI – Military EducationMilitary Education LevelCourse/Year

OFFICER RECORD BRIEF OFFICER RECORD BRIEF

SECTION VII – Civilian Education Civil Education LevelInstitutionDisciplineSource of Degree

OFFICER RECORD BRIEF OFFICER RECORD BRIEF

SECTION VIII – Awards and Decorations AwardsDecorationsTabsBadges

OFFICER RECORD BRIEF OFFICER RECORD BRIEF

SECTION IX – Assignment History Date of Availability Date Last Permanent Change of Duty

StationDate of last OEROrganization Zip CodeAssignment/From Date/Unit/OrganizationStation/Location/Major Command/Duty TitleDuty MOS

OFFICER RECORD BRIEF OFFICER RECORD BRIEF

SECTION X – Remarks Date of last photoProfessional qualificationsAssignment preferencesDate of last preference statement Regimental AffiliationMonths of prior enlisted/warrant

officer service

OFFICER RECORD BRIEF OFFICER RECORD BRIEF

Name two types of mandatory reports.

Name one type of optional report.

QUESTIONS?QUESTIONS?

Rating Chains Evaluation Process

◦ OER Support Form◦ Junior Officer Development Support Form◦ Officer Evaluation Report

Types of Reports Officer Record Brief

SUMMARYSUMMARY

.

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!

CONCLUSIONCONCLUSION