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Officer Evaluation System. PSC-opm-3. OVERVIEW. OPM-3 Staff / Responsibilities OES / OER Review Writing Hints Special and Derogatory OERs Reported-On Officer Options Board Feedback / Tips Resources. OFFICER EVALUATIONS BRANCH PSC-opm-3. OPM-3 RESPONSIBILTIES. Provide OER Consultation

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Officer evaluation system l.jpg

Officer Evaluation System

PSC-opm-3

Unclassified Information Brief


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OVERVIEW

  • OPM-3 Staff / Responsibilities

  • OES / OER Review

  • Writing Hints

  • Special and Derogatory OERs

  • Reported-On Officer Options

  • Board Feedback / Tips

  • Resources

Unclassified Information Brief


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OFFICER EVALUATIONS BRANCHPSC-opm-3

Unclassified Information Brief


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OPM-3 RESPONSIBILTIES

  • Provide OER Consultation

  • Provide OES Training

  • Review All Special OERs

  • Provide Second Level OER Quality Review

  • Compile OERs for Selection Boards & Post-Graduate Panels

  • Provide Input for BCMR/PRRB applications

Unclassified Information Brief


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OFFICER EVALUATION SYSTEM

  • Provides Criteria for Personnel Management Decisions

    • Promotions / Assignments / Career Development

  • Establishes Performance and Character Standards

    Marks Deviating from “4” (Including N/O) Must be Justified

    • Above Standard (5, 6, & 7)

    • Standard (4)“High Level of Performance Expected of All CG Officers”

    • Below Standard (3, 2, & 1)

  • Prescribes Organizational Core Values

  • Provides Performance Feedback

    O E R - The Most Important Document in an Officer’s Career !

Unclassified Information Brief


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THE RATING CHAIN

PSC

adf

Unclassified Information Brief


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REPORTED-ON OFFICER

Read PERSMAN – 10.A.

Request Meetings with Supervisor

Use Officer Support Form (CG 5308)

Required for O1/O2

Provide OER Input (21 days prior to end of period)

Seek Performance Feedback

After Reviewer Signs OER, W2 to O4 Must Review and Sign OER Prior to Submission

Obtain & Review Original OER

SUPERVISOR

Provide Direction/Feedback

Prepare Description of Duties

(Primary Duty = Billet Title = PAL)

Evaluate Performance

Completes page 1 and 2

Provide Input to New Supervisor

Initiate OER if Required

RATING CHAIN RESPONSIBILITIES

Unclassified Information Brief


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REPORTING OFFICER

Evaluate Performance

Hold Supervisor Accountable for OERs

Complete Page 3 of OER

Provide Comparison Scale

Address Leadership Potential

Provide Performance Feedback

REVIEWER

Ensure OER Reflects Reasonably Consistent Picture of Performance

Add Comments/ Comparison Scale Where Required

Provide Optional Comments

Conduct Administrative Review

After Signing, Returns OER to ROO For Review and Signature in Section 1.b (W2 to O4 only)

Forward to OER Administrator to Arrive at PSC within 45 Days

RATING CHAIN RESPONSIBILITIES (cont’d.)

Unclassified Information Brief


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TIMELINESS OF OERS FOR 2007/2008 BY ATU

2008 AVG: 71%

2007 AVG: 69%

Unclassified Information Brief


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GOOD LEADERSHIP AND TIMELY OERS

“Timely and accurate performance feedback is a core leadership responsibility that must remain a unit priority..…Reported-on Officers should not be surprised with the content of their OER…”

(CG-1)

Unclassified Information Brief


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31 JAN – LTJG

31 MAR – CDR, ENS

30 APR – CAPT, LCDR, CWO4

31 MAY – LT

30 JUN – LTJG (IN ZONE), CWO2

31 JUL – LTJG, CWO3

30 SEP – ENS

ADPL OER SUBMISSION SCHEDULE

Unclassified Information Brief


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IDPL OER SUBMISSION SCHEDULE

BIENNIAL

(On Even Numbered Years)

31 MAR – CDR

30 APR – LCDR and CWO4

31 MAY – LT

30 JUN – CWO2

31 JUL – CWO3

(If In-Zone, OER may be

required on odd years)

ANNUAL

31 MAR – ENS

30 APR – CAPT

31 JUL – LTJG

(LTJG In-Zone, 30 JUN,

marked as Special)

Unclassified Information Brief


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Annual/Semi-Annual

Detachment of ROO (Transfer)

Change of RO

Promotion (CAPT / CWO–LT / >18 mos.)

Concurrent (TAD >60 days)

Special (Performance Change / NJP)

Continuity Purposes Only (Retirement)

Duty Under Instruction (DUINS)

OCCASION OF REPORT

Regular OERs

Exception OERs

Unclassified Information Brief


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WRITING THE OER(SECTION 1)

COMPLETED BY ROO

USE CORRECT DATES

COMMANDING OFFICER

NO CAPS

Should Include: Scope of Duty, Resources Responsible for, Money Managed, People Supervised, and Collateral Duties (No need to type “Collateral Duties”)

Reserve include: Attendance (IDT Scheduled/Attended: 48/40; ADT: 13 days; ADSW: 5 days)

LIST ONLY AUTHORIZED ATTACHMENTS HERE

Unclassified Information Brief


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DESCRIPTION OF DUTIES(SECTION 2)

Unclassified Information Brief


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ATTACHMENTS

  • Personal Awards Only (LOC and higher)

    • USCG and Other Armed Services

    • For Period in Which Received Even if the Award Cites Performance Outside of Period

    • Certificate and Citation (with seal) Required

  • Punitive Letters of Censure

  • Court Memoranda

Unclassified Information Brief


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A WELL-CONSTRUCTED OER COMMENT

Extremely vigilant bridge watch-stander; detected small intermittent contact on radar & maneuvered ship to intercept prior to sunset; resulted in interdiction of rustic sailboat w/ 6 undocumented migrants on board & prevented high potential for their loss of life due to deteriorating weather conditions.

How well it was done/ Concise accomplishment/ Demonstrated Impact

Unclassified Information Brief


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A WELL-CONSTRUCTED OER COMMENT

Always 2 steps ahead, meticulous planning for Tailored Annual Cutter Trng (TACT) drills; led training team to achieve effective rating in just 1 wk, flawlessly executed 3 GUNEXs in 1 day; ship earned “E” award in navigation/seamanship during ship’s first TACT in 4+ yrs.

How well it was done/ Concise accomplishment/ Demonstrated Impact

Unclassified Information Brief


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OER CONCERNS

  • Vague Comments:“Planned for Tailored Annual Cutter Trng (TACT) drills.” Lacks impact & specificity.

  • Excessive Abbreviations:“Spb plg/prp res 4 mtg all op msn reqmts; thrly plnd 2 FL sts, 1 WWP, 1 GANTSEC, & 1 JIATF-S ptl & dpt cmptly prp’d for C4I mgtn.” Confuses the reader.

  • Community-Specific Acronyms:“JHSV, EMS, ACOE” – Use only widely known acronyms; if unsure define thoroughly.

  • Prohibited Comments:References to Medical/Psychological issues, Gender, Ethnicity, Religion, Race or Family Status are restricted.

  • Use of Personal Pronouns:He, she, his, her- are not universally restricted, but place undue emphasis on gender. The best written OERs limit the use of pronouns.

Unclassified Information Brief


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COMPARISON SCALE (SECTION 9)

Unclassified Information Brief


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POTENTIAL (SECTION 10)

OPTIONAL COMMENTS

(HIGHLY ENCOURAGED)

  • Assignments

  • Promotion Recommendation

  • PG and Senior Service Schools

  • Special Skills

MANDATORY COMMENTS

  • Ability to Assume Greater Leadership Roles and Responsibilities

Unclassified Information Brief


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2008 OER CORRECTIONS

Restricted Comments

Marks Not Supported By Comments

OER ERROR RATE

2008 : 8.1%

2007 : 16.3%

2006 : 16.0%

2005 : 15.7%

Potential & Rating Chain

Reviewer Comments

Admin (Section 1 & Attachments)

Unclassified Information Brief


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SPECIAL OERS(PERSMAN 10.A.3.c.) Call OPM-3 before drafting

Performance of >6 Months for Officers Being Considered for Promotion Boards/ Advanced Education Panels/ Extensions

  • Counts for Continuity

  • Counts for Continuity

Performance Notably Different

NJP, Court-Martial, or Criminal Conviction

  • Does Not Count for Continuity

Significant Performance/ Behavior Previously Unknown

  • Does Not Count for Continuity

When Specifically Directed (i.e., Relief for Cause)

  • Does Not Count for Continuity

Unclassified Information Brief


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DEROGATORY OERS(PERSMAN 10.A.4.h.) Call OPM-3 before drafting

  • Defined As:

    • “1” in Any Performance Dimension, or

    • “UNSAT” Comparison Scale Mark, or

    • Removal from Primary Duty

  • Addendum Process

    • Supervisor/RO Signs OER and provides copy to ROO

    • ROO has 14 days to prepare addendum/statement

    • Supervisor/RO endorse addendum/statement and forward entire package to Reviewer for signature (OER + Addendum/ Statement + Endorsements)

Unclassified Information Brief


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REPORTED-ON OFFICER OPTIONS

  • Prepare a Reply (Submit within 21 days of receipt of a validated OER)

  • Prepare a Communication to the Board

  • Submit a Personnel Record Review Board (PRRB) Application

  • Submit a Board for Correction of Military Records (BCMR) Application

Unclassified Information Brief


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WHAT BOARDS CONSIDER(PERSMAN 14.A.3.a)

  • Performance

  • Professionalism

  • Leadership

  • Education

  • Commandant’s Guidance

  • Board Precept

OER

CG-4082 and Official Transcripts

COMDT’s Guidance for Promotion Year

CG PSC Memo to Board President

Unclassified Information Brief


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SELECTION BOARD/ PANEL FEEDBACK

  • Comprehensive Description of Duties critical

  • Watch acronym use and clichés (“Hit the deck running.”)

  • Don’t write “Concur with Supervisor” & fill in bubble

  • Review COMDT’s Guidance prior to drafting an OER

  • Reviewer Comments

    • Optional/Mandatory comments provide value and validity when documenting observed performance and/or conduct.

Unclassified Information Brief


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SELECTION BOARD/ PANEL FEEDBACK

  • Ensure follow through with projects and PG programs

  • Do not be vague with recommendation

  • Comparison scale not consistent with “Potential” section

  • Emphasize attainment of qualifications

  • Specifics are better than superlatives

Unclassified Information Brief


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OER STATUS IN CG CENTRAL

  • Check Individual OER Status

  • Click on “My Workspace” Tab

  • Look in the “My Readiness”

    Window

  • Click on “Regular Evals”

Unclassified Information Brief


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OER STATUS IN CG CENTRAL

  • Check Unit

  • OER Status

  • Click on “Units” Tab

  • Look in “Unit Measures” Window

  • Under the “People” category, scroll down and select “View More People Measures”

  • Scroll down again and next to “Regular Evals”, select “Detail”

Unclassified Information Brief


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PERSMAN CH.10.A.

PERSMAN CH.14

COMDT’S GUIDANCE TO

BOARDS/PANELS

OER ADMINISTRATORS

ALCGOFF 024/09

ALCGOFF 036/09

ALCGOFF 008/09

ALCGOFF 037/08

ALCGOFF 001/08

ALCOAST 092/08

ALCOAST 199/08

OER Digital Signature Instructions: http://www.uscg.mil/opm/Opm3/Digital-Signatures.asp

(Change 41)

CG Central (My Workspace > Career Management > Officer > Promotions)

NEW OER FORMS & DIGITAL SIGNATURES

2008 OES REVIEW

2009 OER SUBMISSIONS

PRIMARY DUTY ALIGNMENT & OERS

OER STATUS IN CG CENTRAL

W4 CONTINUITY OERS

EMAILING OERS AS A PDF

(2/3 of all OERs are now emailed)

RESOURCES

Unclassified Information Brief


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IMPORTANT TIPS

  • Maintain a personal OER file

  • Update Record of Professional Development (CG-4082) before Promotion Boards. Advanced education at the top!

  • When writing an OER, save an “unlocked” version before digitally signing

  • Don’t delay submission

  • Verify validated OERs: Direct Access:Home> Self Service> Employee> View > My Employee Review

  • Review HQ PDR or request a scanned copy: http://www.uscg.mil/cgpc/adm/adm3/

    Commander, Personnel Service Center

    PSC (ADM-3) - MS 7200

    US Coast Guard

    4200 Wilson Blvd, Suite 1100

    Arlington, VA 20598-7200

Unclassified Information Brief


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OER EXCERPTS

“Showed disrespect and contempt toward senior in front of all hands by refusing to salute CO & storming off upon receiving award that was lower than what SNO expected.”

“Inexplicably disappeared for long periods of time…”

“OES responsibilities were not met, turned in 6 positive bullets of performance for 6 month period, readily recognized lack of performance when addressed.”

“Good appearance in/out of uniform.”

“…planned unit tour for local schools, included dressing in Antarctic penguin costume…”

“…blatant disrespect for uniform standards by not having rank insignia on garrison cover and wearing ODU belt with trops uniform.”

“On more than one occasion was found asleep by EO in various locations about unit.”

Unclassified Information Brief


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OPM-3 CONTACT INFORMATION

http://www.uscg.mil/opm/

Email OER Questions: [email protected]

Email OERS as a PDF: [email protected]

(202) 493-1652 / 1653 / 1654 / 1655/ 1656

Reserve OER’s (rpm): (202) 493-1706

Unclassified Information Brief


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