OFFICER EVALUATION

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OFFICER EVALUATION (OER) RECORD SYSTEM
INSTRUCTOR CPT MORRIS
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PURPOSE

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

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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

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OUTLINE

• 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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RATING CHAIN

• Chain Development
• Member Responsibilities
• Rated Officer
• Rater
• Senior Rater

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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
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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

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RATER RESPONSIBILITIES

• Provide his/her and the senior raters support
  forms to the rated officer
• Discuss scope of rated officers duties within 30
  days

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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 officers APFT and
  height and weight data on DA Form 67-9
• Assess and evaluate performance of officer on DA
  Form 67-9

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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

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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

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SENIOR RATER RESPONSIBILITIES

• 60 day minimum
• Ensures support form is provided
• Become familiar with rated officers 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

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SENIOR RATER RESPONSIBILITIES
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

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QUESTIONS?

• Name one responsibility of the Rater.
• Name one responsibility of the Senior Rater.

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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

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OER SUPPORT FORM

• DA Form 67-9-1
• Reference Army Regulation 623-105
• Not forwarded to HQDA with OER

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OER SUPPORT FORM

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

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OER SUPPORT FORM

• PART I (Rated Officer Identification)
• Name
• Rank
• Organization

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OER SUPPORT FORM

• PART II (Rating Chain)
• Rater
• Intermediate Rater
• Senior Rater

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OER SUPPORT FORM

• PART III (Verification of Discussion)
• Initial Counseling Date
• Rated Officer, Rater, and Senior Rater Initials
• Periodic Counseling Dates and Initials

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OER SUPPORT FORM

• PART IV (Rated Officer)
• Duty Title
• Position Code
• Significant Duties and Responsibilities
• Major Performance Objectives
• Significant Contributions
• Signature and Date

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OER SUPPORT FORM

• PART V (Rater and/or Intermediate Rater)
• Optional
• Comments
• Signatures and date

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QUESTIONS?
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JUNIOR OFFICER DEVELOPMENT OER SUPPORT FORM

• DA Form 67-9-1a
• Reference Army Regulation 623-105

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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

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JR OFFICER DEVELOPMENT OER SUPPORT FORM

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

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JR OFFICER DEVELOPMENT OER SUPPORT FORM

• PART II (Character)
• Army Values
• Attributes
• Skills

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JR OFFICER DEVELOPMENT OER SUPPORT FORM

• PART III (Developmental Action Plan)
• Influencing
• Communicating
• Decision Making
• Motivating
• Operating
• Planning
• Executing
• Assessing

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JR OFFICER DEVELOPMENT OER SUPPORT FORM

• Improving
• Developing
• Building
• Learning

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JR OFFICER DEVELOPMENT OER SUPPORT FORM

• PART IV (Verification)
• Rater initials
• Rated officer initials
• Date
• Senior rater initials

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JR OFFICER DEVELOPMENT OER SUPPORT FORM

• PART V (Developmental Assessment Record)
• Assessment
• Key Points

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QUESTIONS?
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OFFICER EVALUATION RECORD

• DA Form 67-9
• Reference Army Regulation 623-105

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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).

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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

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OFFICER EVALUATION RECORD

• Part II (Authentication)
• Name-SSN-Rank-Position-Signature-Date for Rater,
  Intermediate Rater, and Senior Rater
• Senior Raters Organization, Branch, Telephone
  Number, E-Mail Address
• Referred Report
• Rated Officer Signature and Date

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OFFICER EVALUATION RECORD

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

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OFFICER EVALUATION RECORD

• Part IV (Performance Evaluation)
• Character
• Army Values
• Leader Attributes/Skills/Actions
• APFT-Date-Height-Weight
• Junior Officer Development

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OFFICER EVALUATION RECORD

• Part V (Performance and Potential Evaluation)
• Evaluate Rated Officers Performance
• Comments on Specific Aspects of Performance and
  Potential
• Identify unique professional skills or areas

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OFFICER EVALUATION RECORD

• Part VI (Intermediate Rater Comments)
• Narrative comments are mandatory

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OFFICER EVALUATION RECORD

• Part VII (Senior Rater Comments)
• Evaluate Rated Officers Promotion Potential to
  the next higher grade
• Potential Compared with other officers the
  blocks
• Comments on Performance/Potential
• List 3 future assignments

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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?

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MANDATORY TYPES OF REPORTS

• 90 DAY MINIMUM
• Change-of Rater
• Change of Duty
• Annual
• Departure on TDY or Special Duty
• TDY and SD Supervisors Evaluation
• Officer Failing Promotion Selection

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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

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OPTIONAL TYPES OF REPORTS

• NO MINIMUM
• Complete the Record
• Senior Rater Option
• Rater Option
• Sixty-day Option

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QUESTIONS?
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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

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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

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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

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OFFICER RECORD BRIEF

• SECTION II Security Data
• Type of Investigation
• Date security investigation completed
  Security Clearance

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OFFICER RECORD BRIEF

• 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

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OFFICER RECORD BRIEF

• SECTION III Service Data (continued)
• Active Federal Commissioned Service
• Type of Original Appointment
• Current Service Agreement/Expiration Date
• Projected /Mandatory Retirement
• Date of Rank

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OFFICER RECORD BRIEF

• 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

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OFFICER RECORD BRIEF

• SECTION V Foreign Language
• Language
• Reading Comprehension
• Listening Comprehension
• Defense Language Aptitude Test

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OFFICER RECORD BRIEF

• SECTION VI Military Education
• Military Education Level
• Course/Year

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OFFICER RECORD BRIEF

• SECTION VII Civilian Education
• Civil Education Level
• Institution
• Discipline
• Source of Degree

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OFFICER RECORD BRIEF

• SECTION VIII Awards and Decorations
• Awards
• Decorations
• Tabs
• Badges

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OFFICER RECORD BRIEF

• 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

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OFFICER RECORD BRIEF

• 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

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QUESTIONS?

• Name two types of mandatory reports.
• Name one type of optional report.

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SUMMARY

• 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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CONCLUSION

• .
• 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!