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OFFICER EVALUATION (OER) RECORD SYSTEM. INSTRUCTOR COL Reed. PURPOSE. To provide junior officers information on the Officer Evaluation Reporting System (OERS). REFERENCES. AR 623-105 , Officer Evaluations DA Pam 623-105 , The OERS “In Brief” DA Form 67-9-1 , OER Support Form

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Presentation Transcript

OFFICER EVALUATION

(OER)

RECORD SYSTEM

INSTRUCTOR COL Reed

COMBAT LEADERSHIP TEAM


Purpose
PURPOSE

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

COMBAT LEADERSHIP TEAM


References
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
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
RATING CHAIN

  • Chain Development

  • Member Responsibilities

    • Rated Officer

    • Rater

    • Senior Rater

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Rating scheme
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
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
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

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Rater responsibilities1
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

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Rater responsibilities2
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


Intermediate rater responsibilities
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
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

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Senior rater responsibilities1
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

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Questions
QUESTIONS?

  • Name one responsibility of the Rater.

  • Name one responsibility of the Senior Rater.

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Evaluation process
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
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 form1
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 form2
OER SUPPORT FORM

  • PART I (Rated Officer Identification)

    Name

    Rank

    Organization

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Oer support form3
OER SUPPORT FORM

  • PART II (Rating Chain)

    Rater

    Intermediate Rater

    Senior Rater

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Oer support form4
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 form5
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


Oer support form6
OER SUPPORT FORM

  • PART V (Rater and/or Intermediate Rater)

    Optional

    Comments

    Signatures and date

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QUESTIONS?

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Officer evaluation record
OFFICER EVALUATION RECORD

  • DA Form 67-9

  • Reference Army Regulation 623-105

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Officer evaluation record1
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 record2
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 record3
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

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Officer evaluation record4
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 record5
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 record6
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

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Officer evaluation record7
OFFICER EVALUATION RECORD

  • Part VI: (Intermediate Rater Comments)

    Narrative comments are mandatory

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Officer evaluation record8
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

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Questions1
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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Conclusion
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!

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