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Officer Evaluation Record System ( OER )

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

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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

DA Form 67-9-1a, Junior Officer Development Support Form

DA Form 67-9, Officer Evaluation Report

OUTLINE

Rating Chains

Evaluation Process

OER Support Form

Junior Officer Development Support Form

Officer Evaluation Report

Types of Reports

Officer Record Brief

RATING CHAIN

Chain Development

Member Responsibilities

Rated Officer

Rater

Senior Rater

RATING SCHEME

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

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

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

RATER RESPONSIBILITIES

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

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

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

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

QUESTIONS?

Name one responsibility of the Rater.

Name one responsibility of the Senior Rater.

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

OER SUPPORT FORM

DA Form 67-9-1

Reference Army Regulation 623-105

Not forwarded to HQDA with OER

OER SUPPORT FORM

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

OER SUPPORT FORM

PART I (Rated Officer Identification)

Name

Rank

Organization

OER SUPPORT FORM

PART II (Rating Chain)

Rater

Intermediate Rater

Senior Rater

OER SUPPORT FORM

PART III (Verification of Discussion)

Initial Counseling Date

Rated Officer, Rater, and Senior Rater Initials

Periodic Counseling Dates and Initials

OER SUPPORT FORM

PART IV (Rated Officer)

Duty Title

Position Code

Significant Duties and Responsibilities

Major Performance Objectives

Significant Contributions

Signature and Date

OER SUPPORT FORM

PART V (Rater and/or Intermediate Rater)

Optional

Comments

Signatures and date

JUNIOR OFFICER DEVELOPMENT OER SUPPORT FORM

DA Form 67-9-1a

Reference Army Regulation 623-105

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

JR OFFICER DEVELOPMENT OER SUPPORT FORM

PART I (Instructions)

Initial face to face

Quarterly Follow-up counseling

JR OFFICER DEVELOPMENT OER SUPPORT FORM

PART II (Character)

Army Values

Attributes

Skills

JR OFFICER DEVELOPMENT OER SUPPORT FORM

PART III (Developmental Action Plan)

Influencing

Communicating

Decision Making

Motivating

Operating

Planning

Executing

Assessing

JR OFFICER DEVELOPMENT OER SUPPORT FORM

Improving

Developing

Building

Learning

JR OFFICER DEVELOPMENT OER SUPPORT FORM

PART IV (Verification)

Rater initials

Rated officer initials

Date

Senior rater initials

JR OFFICER DEVELOPMENT OER SUPPORT FORM

PART V (Developmental Assessment Record)

Assessment

Key Points

OFFICER EVALUATION RECORD

DA Form 67-9

Reference Army Regulation 623-105

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).

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

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

OFFICER EVALUATION RECORD

Part III: (Duty Description)

Principal Duty Title

Position Code

Significant Duties and Responsibilities (refer to DA Form 67-9-1)

OFFICER EVALUATION RECORD

Part IV: (Performance Evaluation)

Character

Army Values

Leader Attributes/Skills/Actions

APFT-Date-Height-Weight

Junior Officer Development

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

OFFICER EVALUATION RECORD

Part VI: (Intermediate Rater Comments)

Narrative comments are mandatory

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

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?

MANDATORY TYPES OF REPORTS

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

MANDATORY TYPES OF REPORTS

NO MINIMUM

NO MINIMUM

Complete the Record

Senior Rater Option

Rater Option

Sixty-day Option

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

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

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

OFFICER RECORD BRIEF

SECTION II - Security Data

Type of Investigation

Date security investigation completed Security Clearance

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

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

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

OFFICER RECORD BRIEF

SECTION V - Foreign Language

Language

Reading Comprehension

Listening Comprehension

Defense Language Aptitude Test

OFFICER RECORD BRIEF

SECTION VI - Military Education

Military Education Level

Course/Year

OFFICER RECORD BRIEF

SECTION VII - Civilian Education

Civil Education Level

Institution

Discipline

Source of Degree

OFFICER RECORD BRIEF

SECTION VIII - Awards and Decorations

Awards

Decorations

Tabs

Badges

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

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

QUESTIONS?

Name two types of mandatory reports.

Name one type of optional report.

SUMMARY

Rating Chains

Evaluation Process

OER Support Form

Junior Officer

Development Support Form

Officer Evaluation Report

Types of Reports

Officer Record Brief

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!