OFFICER EVALUATION
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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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Officer evaluation oer record system

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).

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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 OfficerDuty PositionRater Inter Rater Sr RaterNext OER

LTC FLAGBN CDRCOL STEEL BG HAMMER MG TOUGH010110

MAJ BUZZBN XOLTC FLAG COL STEEL010110

MAJ STATICBN S3LTC FLAG COL STEEL000723

CPT BANDX CO CDRLTC FLAG COL STEEL010312

CPT WAVEZ CO, CDRLTC FLAG COL STEEL001215

CPT SWITCHHQ CO, CDRLTC FLAG COL STEEL001214

CPT PAPERBN S1MAJ BUZZ LTC FLAG010219

CPT JUNKBN S4MAJ BUZZ LTC FLAG010316

CPT SLACKASST S3MAJ STATIC LTC FLAG000521

1LT SMARTYBN S2MAJ STATIC LTC FLAG000331

1LT BRIGHTX CO, XOCPT BAND LTC FLAG001022

1LT SHARPZ CO, XOCPT WAVE LTC FLAG010301

2LT NET 1/X CO, PLCPT BAND LTC FLAG010228

2LT LOST2/X CO, PLCPT BAND LTC FLAG000513

2LT HERO1/Z CO, PLCPT WAVE LTC FLAG010201

2LT ZERO2/Z CO, PLCPT WAVE LTC FLAG010302

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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

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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

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Oer support form6

OER SUPPORT FORM

  • PART V (Rater and/or Intermediate Rater)

    Optional

    Comments

    Signatures and date

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Officer evaluation oer record system

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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