OFFICER EVALUATION (OER) RECORD SYSTEM
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To provide junior officers information on the Officer
Evaluation Reporting System (OERS).
PURPOSEPURPOSE
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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
REFERENCESREFERENCES
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Rating Chains Evaluation Process
◦ OER Support Form◦ Junior Officer Development Support Form◦ Officer Evaluation Report
Types of Reports Officer Record Brief
OUTLINEOUTLINE
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Chain Development
Member Responsibilities◦ Rated Officer◦ Rater◦ Senior Rater
RATING CHAINRATING CHAIN
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RATING SCHEMERATING SCHEMERank Officer Duty Position Rater Inter Rater Sr Rater Next OER
LTC FLAG BN CDR COL STEEL BG HAMMER MG TOUGH 010110MAJ BUZZ BN XO LTC FLAG COL STEEL 010110MAJ STATIC BN S3 LTC FLAG COL STEEL 000723CPT BAND X CO CDR LTC FLAG COL STEEL 010312CPT WAVE Z CO, CDR LTC FLAG COL STEEL 001215CPT SWITCH HQ CO, CDR LTC FLAG COL STEEL 001214CPT PAPER BN S1 MAJ BUZZ LTC FLAG 010219CPT JUNK BN S4 MAJ BUZZ LTC FLAG 010316CPT SLACK ASST S3 MAJ STATIC LTC FLAG 0005211LT SMARTY BN S2 MAJ STATIC LTC FLAG 0003311LT BRIGHT X CO, XO CPT BAND LTC FLAG 0010221LT SHARP Z CO, XO CPT WAVE LTC FLAG 0103012LT NET 1/X CO, PL CPT BAND LTC FLAG 0102282LT LOST 2/X CO, PL CPT BAND LTC FLAG 0005132LT HERO 1/Z CO, PL CPT WAVE LTC FLAG 0102012LT ZERO 2/Z CO, PL CPT WAVE LTC FLAG 010302
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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
RATED OFFICER RATED OFFICER RESPONSIBILITIESRESPONSIBILITIES
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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 RESPONSIBILITIESRATER RESPONSIBILITIES
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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 RESPONSIBILITIESRATER RESPONSIBILITIES
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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
RATER RESPONSIBILITIESRATER RESPONSIBILITIES
FOR LTs and WO1s
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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
INTERMEDIATE RATER INTERMEDIATE RATER RESPONSIBILITIESRESPONSIBILITIES
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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 SENIOR RATER RESPONSIBILITIESRESPONSIBILITIES
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Approve all DA Form 67-9-1a developmental plans and initial form
Ensure compliance with the requirements of the DA Form 67-9-1
SENIOR RATER SENIOR RATER RESPONSIBILITIESRESPONSIBILITIES
FOR LTs and WO1s
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Name one responsibility of the Rater.
Name one responsibility of the Senior Rater.
QUESTIONS?QUESTIONS?
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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
EVALUATION EVALUATION PROCESSPROCESS
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DA Form 67-9-1
Reference Army Regulation 623-105
Not forwarded to HQDA with OER
OER SUPPORT FORMOER SUPPORT FORM
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Purpose: Promote a top down emphasis on leadership communication, integrating rated officer participation in objective setting, performance counseling, and evaluation.
OER SUPPORT FORMOER SUPPORT FORM
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PART I (Rated Officer Identification)
NameRankOrganization
OER SUPPORT FORMOER SUPPORT FORM
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PART II (Rating Chain)RaterIntermediate RaterSenior Rater
OER SUPPORT FORMOER SUPPORT FORM
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PART III (Verification of Discussion)
Initial Counseling DateRated Officer, Rater, and Senior Rater Initials
Periodic Counseling Dates and Initials
OER SUPPORT FORMOER SUPPORT FORM
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PART IV (Rated Officer)Duty TitlePosition CodeSignificant Duties and Responsibilities
Major Performance ObjectivesSignificant ContributionsSignature and Date
OER SUPPORT FORMOER SUPPORT FORM
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PART V (Rater and/or Intermediate Rater)
OptionalCommentsSignatures and date
OER SUPPORT FORMOER SUPPORT FORM
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QUESTIONS?
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DA Form 67-9-1a
Reference Army Regulation 623-105
JUNIOR OFFICER JUNIOR OFFICER DEVELOPMENT OER DEVELOPMENT OER SUPPORT FORMSUPPORT FORM
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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
JUNIOR OFFICER JUNIOR OFFICER DEVELOPMENT OER DEVELOPMENT OER SUPPORT FORMSUPPORT FORM
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PART I (Instructions)Initial face to faceQuarterly Follow-up counseling
JR OFFICER DEVELOPMENT JR OFFICER DEVELOPMENT OER SUPPORT FORMOER SUPPORT FORM
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PART II (Character)Army ValuesAttributesSkills
JR OFFICER DEVELOPMENT JR OFFICER DEVELOPMENT OER SUPPORT FORMOER SUPPORT FORM
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PART III (Developmental Action Plan)Influencing Communicating
Decision MakingMotivating
OperatingPlanningExecutingAssessing
JR OFFICER DEVELOPMENT JR OFFICER DEVELOPMENT OER SUPPORT FORMOER SUPPORT FORM
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Improving Developing
BuildingLearning
JR OFFICER DEVELOPMENT JR OFFICER DEVELOPMENT OER SUPPORT FORMOER SUPPORT FORM
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PART IV (Verification)Rater initialsRated officer initialsDateSenior rater initials
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PART V (Developmental Assessment Record)
Assessment Key Points
JR OFFICER DEVELOPMENT JR OFFICER DEVELOPMENT OER SUPPORT FORMOER SUPPORT FORM
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QUESTIONS?
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DA Form 67-9
Reference Army Regulation 623-105
OFFICER EVALUATION OFFICER EVALUATION RECORDRECORD
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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 OFFICER EVALUATION RECORDRECORD
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Part I: (Administrative Data)Name-SSN-Rank-DOR-Branch-SpecialtiesUnit-Organization-StationReason for SubmissionPeriod Covered-Rated MonthsRated Officer and PSB data & codes
OFFICER EVALUATION OFFICER EVALUATION RECORDRECORD
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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 ReportRated Officer Signature and Date
OFFICER EVALUATION OFFICER EVALUATION RECORDRECORD
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Part III: (Duty Description)Principal Duty TitlePosition CodeSignificant Duties and Responsibilities
(refer to DA Form 67-9-1)
OFFICER EVALUATION OFFICER EVALUATION RECORDRECORD
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Part IV: (Performance Evaluation)Character Army Values
Leader Attributes/Skills/ActionsAPFT-Date-Height-WeightJunior Officer Development
OFFICER EVALUATION OFFICER EVALUATION RECORDRECORD
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Part V: (Performance and Potential Evaluation)
Evaluate Rated Officer’s PerformanceComments on Specific Aspects of
Performance and PotentialIdentify unique professional skills or
areas
OFFICER EVALUATION OFFICER EVALUATION RECORDRECORD
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Part VI: (Intermediate Rater Comments)
Narrative comments are mandatory
OFFICER EVALUATION OFFICER EVALUATION RECORDRECORD
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Part VII: (Senior Rater Comments)Evaluate Rated Officer’s Promotion
Potential to the next higher gradePotential Compared with other officers
“the blocks”Comments on Performance/PotentialList 3 future assignments
OFFICER EVALUATION OFFICER EVALUATION RECORDRECORD
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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?
QUESTIONS?QUESTIONS?
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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 MANDATORY TYPES OF REPORTS OF REPORTS
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NO MINIMUM
MANDATORY TYPES MANDATORY TYPES OF REPORTS OF REPORTS
Initial Tour of Extended Active Duty
Application for RA Appointment
JAG Officers in OJT Training
Relief for Cause
PERSCOM Directed
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NO MINIMUM
Complete the Record Senior Rater Option Rater Option Sixty-day Option
OPTIONAL TYPES OF REPORTS
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QUESTIONS?
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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 OFFICER RECORD BRIEF
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HeadingType of ORBBrief dateDate of Audit- normally blankBasic/Control BranchComponentAD Grade and Date of RankSSN and Name
OFFICER RECORD BRIEF OFFICER RECORD BRIEF
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SECTION I – Assignment InformationOverseas DutyCareer Field InformationBranch/Functional Area/Skills Career TrackPrevious Branch/Functional AreaCareer Management FieldGeographic Orientation
OFFICER RECORD BRIEF OFFICER RECORD BRIEF
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SECTION II – Security DataType of InvestigationDate security investigation
completed Security Clearance
OFFICER RECORD BRIEF OFFICER RECORD BRIEF
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SECTION III – Service DataBasic Active Service Date (BASD)Current Program Procurement NumberEntry on Active DutyBasic Date of AppointmentBasic Year Group/Source of
Appointment
OFFICER RECORD BRIEF OFFICER RECORD BRIEF
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SECTION III – Service Data (continued)Active Federal Commissioned ServiceType of Original AppointmentCurrent Service Agreement/Expiration
DateProjected /Mandatory RetirementDate of Rank
OFFICER RECORD BRIEF OFFICER RECORD BRIEF
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SECTION IV – Personal Family DataDate of Birth/BirthplaceCountry of CitizenshipSex/Race CategoryNumber of DependentsReligion/Marital StatusSpouse BirthplacePhysical categories/date/Height/WeightMailing Address
OFFICER RECORD BRIEF OFFICER RECORD BRIEF
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SECTION V – Foreign LanguageLanguageReading ComprehensionListening ComprehensionDefense Language Aptitude Test
OFFICER RECORD BRIEF OFFICER RECORD BRIEF
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SECTION VI – Military EducationMilitary Education LevelCourse/Year
OFFICER RECORD BRIEF OFFICER RECORD BRIEF
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SECTION VII – Civilian Education Civil Education LevelInstitutionDisciplineSource of Degree
OFFICER RECORD BRIEF OFFICER RECORD BRIEF
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SECTION VIII – Awards and Decorations AwardsDecorationsTabsBadges
OFFICER RECORD BRIEF OFFICER RECORD BRIEF
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SECTION IX – Assignment History Date of Availability Date Last Permanent Change of Duty
StationDate of last OEROrganization Zip CodeAssignment/From Date/Unit/OrganizationStation/Location/Major Command/Duty TitleDuty MOS
OFFICER RECORD BRIEF OFFICER RECORD BRIEF
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SECTION X – Remarks Date of last photoProfessional qualificationsAssignment preferencesDate of last preference statement Regimental AffiliationMonths of prior enlisted/warrant
officer service
OFFICER RECORD BRIEF OFFICER RECORD BRIEF
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Name two types of mandatory reports.
Name one type of optional report.
QUESTIONS?QUESTIONS?
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Rating Chains Evaluation Process
◦ OER Support Form◦ Junior Officer Development Support Form◦ Officer Evaluation Report
Types of Reports Officer Record Brief
SUMMARYSUMMARY
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.
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!
CONCLUSIONCONCLUSION