C OMBAT L EADERSHIP T EAM INSTRUCTOR CPT MORRIS C OMBAT L EADERSHIP T EAM PURPOSE To provide junior officers information on the Officer Evaluation Reporting.

COMBAT LEADERSHIP TEAM

INSTRUCTOR CPT MORRIS


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 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


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



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



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

FOR LTs and WO1s


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

FOR LTs and WO1s


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


QUESTIONS?


JUNIOR OFFICER DEVELOPMENT OER

SUPPORT FORM

DA Form 67-9-1a



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



PART II (Character)

Army Values

Attributes

Skills



PART III (Developmental Action Plan)Influencing Communicating

Decision MakingMotivating

OperatingPlanningExecutingAssessing



Improving

Developing

Building

Learning



PART IV (Verification)

Rater initials

Rated officer initials

Date

Senior rater initials



PART V (Developmental Assessment Record)

Assessment

Key Points


QUESTIONS?


OFFICER EVALUATION RECORD

DA Form 67-9




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).



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



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



Part III: (Duty Description)

Principal Duty Title

Position Code

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



Part IV: (Performance Evaluation)

Character

Army Values

Leader Attributes/Skills/Actions

APFT-Date-Height-Weight

Junior Officer Development



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



Part VI: (Intermediate Rater Comments)

Narrative comments are mandatory



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


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 MINIMUMInitial Tour of Extended Active Duty

Application for RA Appointment

JAG Officers in OJT Training

Relief for Cause

PERSCOM Directed


NO MINIMUM

Complete the Record Senior Rater Option Rater Option Sixty-day Option

OPTIONAL TYPES OF REPORTS


QUESTIONS?


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



Heading

Type of ORB

Brief date

Date of Audit- normally blank

Basic/Control Branch

Component

AD Grade and Date of Rank

SSN and Name



SECTION I – Assignment Information

Overseas Duty

Career Field Information

Branch/Functional Area/Skills

Career Track

Previous Branch/Functional Area

Career Management Field

Geographic Orientation



SECTION II – Security Data

Type of Investigation

Date security investigation completed Security Clearance



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



SECTION III – Service Data (continued)

Active Federal Commissioned Service

Type of Original Appointment

Current Service Agreement/Expiration Date

Projected /Mandatory Retirement

Date of Rank



SECTION IV – Personal Family DataDate of Birth/BirthplaceCountry of CitizenshipSex/Race CategoryNumber of DependentsReligion/Marital StatusSpouse BirthplacePhysical categories/date/Height/WeightMailing Address



SECTION V – Foreign Language

Language

Reading Comprehension

Listening Comprehension

Defense Language Aptitude Test



SECTION VI – Military Education

Military Education Level

Course/Year



SECTION VII – Civilian Education

Civil Education Level

Institution

Discipline

Source of Degree



SECTION VIII – Awards and Decorations

Awards

Decorations

Tabs

Badges



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



SECTION X – Remarks Date of last photoProfessional qualificationsAssignment preferencesDate of last preference statement Regimental AffiliationMonths 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


.

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

C OMBAT L EADERSHIP T EAM INSTRUCTOR CPT MORRIS C OMBAT L EADERSHIP T EAM PURPOSE To provide junior officers information on the Officer Evaluation Reporting.

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