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

5.  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 REFERENCES

6.  Rating Chains  Evaluation Process ◦ OER Support Form ◦ Junior Officer Development Support Form ◦ Officer Evaluation Report  Types of Reports  Officer Record Brief OUTLINE

7.  Chain Development  Member Responsibilities ◦ Rated Officer ◦ Rater ◦ Senior Rater RATING CHAIN

8. 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

9.  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 RESPONSIBILITIES

10.  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

11.  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

12.  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 RESPONSIBILITIES FOR LTs and WO1s

13.  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 RESPONSIBILITIES

14.  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

15.  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 RESPONSIBILITIES FOR LTs and WO1s

16.  Name one responsibility of the Rater.  Name one responsibility of the Senior Rater. QUESTIONS?

17.  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 PROCESS

18.  DA Form 67-9-1  Reference Army Regulation 623-105  Not forwarded to HQDA with OER OER SUPPORT FORM

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

20.  PART I (Rated Officer Identification) Name Rank Organization OER SUPPORT FORM

21.  PART II (Rating Chain) Rater Intermediate Rater Senior Rater OER SUPPORT FORM

22.  PART III (Verification of Discussion) Initial Counseling Date Rated Officer, Rater, and Senior Rater Initials Periodic Counseling Dates and Initials OER SUPPORT FORM

23.  PART IV (Rated Officer) Duty Title Position Code Significant Duties and Responsibilities Major Performance Objectives Significant Contributions Signature and Date OER SUPPORT FORM

24.  PART V (Rater and/or Intermediate Rater) Optional Comments Signatures and date OER SUPPORT FORM

25. QUESTIONS?

26.  DA Form 67-9-1a  Reference Army Regulation 623-105 JUNIOR OFFICER DEVELOPMENT OER SUPPORT FORM

27.  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 DEVELOPMENT OER SUPPORT FORM

28.  PART I (Instructions) Initial face to face Quarterly Follow-up counseling JR OFFICER DEVELOPMENT OER SUPPORT FORM

29.  PART II (Character) Army Values Attributes Skills JR OFFICER DEVELOPMENT OER SUPPORT FORM

30.  PART III (Developmental Action Plan) Influencing Communicating Decision Making Motivating Operating Planning Executing Assessing JR OFFICER DEVELOPMENT OER SUPPORT FORM

31. Improving Developing Building Learning JR OFFICER DEVELOPMENT OER SUPPORT FORM

32.  PART IV (Verification) Rater initials Rated officer initials Date Senior rater initials

33.  PART V (Developmental Assessment Record) Assessment Key Points JR OFFICER DEVELOPMENT OER SUPPORT FORM

34. QUESTIONS?

35.  DA Form 67-9  Reference Army Regulation 623-105 OFFICER EVALUATION RECORD

36.  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

37.  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

38.  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

39.  Part III: (Duty Description) Principal Duty Title Position Code Significant Duties and Responsibilities (refer to DA Form 67-9-1) OFFICER EVALUATION RECORD

40.  Part IV: (Performance Evaluation) Character Army Values Leader Attributes/Skills/Actions APFT-Date-Height-Weight Junior Officer Development OFFICER EVALUATION RECORD

41.  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

42.  Part VI: (Intermediate Rater Comments) Narrative comments are mandatory OFFICER EVALUATION RECORD

43.  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 OFFICER EVALUATION RECORD

44.  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?

45. 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

46. NO MINIMUM MANDATORY TYPES OF REPORTS  Initial Tour of Extended Active Duty  Application for RA Appointment  JAG Officers in OJT Training  Relief for Cause  PERSCOM Directed

47. NO MINIMUM  Complete the Record  Senior Rater Option  Rater Option  Sixty-day Option OPTIONAL TYPES OF REPORTS

48. QUESTIONS?

49.  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

50.  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

51.  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

52.  SECTION II – Security Data Type of Investigation Date security investigation completed Security Clearance OFFICER RECORD BRIEF

53.  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

54.  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

55.  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

56.  SECTION V – Foreign Language Language Reading Comprehension Listening Comprehension Defense Language Aptitude Test OFFICER RECORD BRIEF

57.  SECTION VI – Military Education Military Education Level Course/Year OFFICER RECORD BRIEF

58.  SECTION VII – Civilian Education Civil Education Level Institution Discipline Source of Degree OFFICER RECORD BRIEF

59.  SECTION VIII – Awards and Decorations Awards Decorations Tabs Badges OFFICER RECORD BRIEF

60.  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

61.  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 OFFICER RECORD BRIEF

62.  Name two types of mandatory reports.  Name one type of optional report. QUESTIONS?

63.  Rating Chains  Evaluation Process ◦ OER Support Form ◦ Junior Officer Development Support Form ◦ Officer Evaluation Report  Types of Reports  Officer Record Brief SUMMARY

64. . 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! CONCLUSION