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
COMBAT LEADERSHIP TEAM
OU TL INE Rating Chains Evaluation Process • OER Support Form • Junior Officer Development Support Form
RA TIN G SCH EM E 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
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 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.
COMBAT LEADERSHIP TEAM
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
COMBAT LEADERSHIP TEAM
OER SUPP ORT FORM
DA Form 67-9-1
Reference Army Regulation 623-105
Not forwarded to HQDA with OER
COMBAT LEADERSHIP TEAM
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
COMBAT LEADERSHIP TEAM
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
COMBAT LEADERSHIP TEAM
JR OFFIC ER DEVELOPM ENT OER SUP PORT FOR M PART II (Character) Army Values Attributes Skills
COMBAT LEADERSHIP TEAM
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
COMBAT LEADERSHIP TEAM
JR OFFIC ER DEVELOPM ENT OER SUP PORT FOR M PART IV (Verification) Rater initials Rated officer initials Date Senior rater initials
COMBAT LEADERSHIP TEAM
JR OFFIC ER DEVELOPM ENT OER SUP PORT FOR M PART V (Developmental Assessment Record) Assessment Key Points
COMBAT LEADERSHIP TEAM
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-Branch- Specialties 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-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
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
COMBAT LEADERSHIP TEAM
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
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
COMBAT LEADERSHIP TEAM
OF FICE R RECOR D BRI EF SECTION VIII – Awards and Decorations Awards Decorations Tabs Badges
COMBAT LEADERSHIP TEAM
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!