INSTRUCTOR CPT MORRIS

COMBAT LEADERSHIP TEAM

 PURP OSE

To provide junior officers

information on the Officer
Evaluation Reporting
System (OERS).

COMBAT LEADERSHIP TEAM

 REF ERE NC ES
 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

COMBAT LEADERSHIP TEAM

 OU TL INE
 Rating Chains
 Evaluation Process
• OER Support Form
• Junior Officer Development Support Form

• Officer Evaluation Report

 Types of Reports
 Officer Record Brief

COMBAT LEADERSHIP TEAM

RATI NG CH AI N
 Chain Development

 Member Responsibilities
• Rated Officer
• Rater
• Senior Rater

COMBAT LEADERSHIP TEAM

 RA TIN G SCH EM E
Rank Officer Duty Position Rater Inter Rater Sr Rater Next OER

LTC FLAG BN CDR COL STEEL BG HAMMER MG TOUGH 010110

MAJ BUZZ BN XO LTC FLAG COL STEEL 010110
MAJ STATIC BN S3 LTC FLAG COL STEEL 000723
CPT BAND X CO CDR LTC FLAG COL STEEL 010312
CPT WAVE Z CO, CDR LTC FLAG COL STEEL 001215
CPT SWITCH HQ CO, CDR LTC FLAG COL STEEL 001214
CPT PAPER BN S1 MAJ BUZZ LTC FLAG 010219
CPT JUNK BN S4 MAJ BUZZ LTC FLAG 010316
CPT SLACK ASST S3 MAJ STATIC LTC FLAG 000521
1LT SMARTY BN S2 MAJ STATIC LTC FLAG 000331
1LT BRIGHT X CO, XO CPT BAND LTC FLAG 001022
1LT SHARP Z CO, XO CPT WAVE LTC FLAG 010301
2LT NET 1/X CO, PL CPT BAND LTC FLAG 010228
2LT LOST 2/X CO, PL CPT BAND LTC FLAG 000513
2LT HERO 1/Z CO, PL CPT WAVE LTC FLAG 010201
2LT ZERO 2/Z CO, PL CPT WAVE LTC FLAG 010302

COMBAT LEADERSHIP TEAM

 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

COMBAT LEADERSHIP TEAM

 RAT ER
RE SPON SI BI LITI ES
 Provide his/her and the senior rater’s support
forms to the rated officer
 Discuss scope of rated officer’s duties within
30 days

COMBAT LEADERSHIP TEAM

 RAT ER
RE SPON SI BI LITI ES
 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

COMBAT LEADERSHIP TEAM

 RAT ER
RE SPON SI BI LITI ES
FOR LTs and WO1s
 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

COMBAT LEADERSHIP TEAM

 INTE RMED IA TE
RAT ER
RE SPON SI BI LITI ES
 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

COMBAT LEADERSHIP TEAM

 SENI OR R ATE R
RE SP ONSIB ILIT IES
 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

COMBAT LEADERSHIP TEAM

 SEN IO R RATER
RE SPON SI BI LITI ES
FOR LTs and WO1s

 Approve all DA Form 67-9-1a

developmental plans and initial form
 Ensure compliance with the requirements
of the DA Form 67-9-1

COMBAT LEADERSHIP TEAM

 QUE STI ON S?

 Name one responsibility of the Rater.

 Name one responsibility of the

Senior Rater.

COMBAT LEADERSHIP TEAM

 EVA LUA TI ON
PR OC ESS
 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

COMBAT LEADERSHIP TEAM

 OER SUPP ORT
FORM

 DA Form 67-9-1

 Reference Army Regulation 623-105

 Not forwarded to HQDA with OER

COMBAT LEADERSHIP TEAM

 OER S UPP ORT
FO RM
 Purpose: Promote a top down
emphasis on leadership
communication, integrating rated
officer participation in objective
setting, performance counseling,
and evaluation.

COMBAT LEADERSHIP TEAM

 OER S UPP ORT
FO RM
PART I (Rated Officer Identification)
Name
Rank
Organization

COMBAT LEADERSHIP TEAM

 OER S UPP ORT
FO RM
 PART II (Rating Chain)
Rater
Intermediate Rater
Senior Rater

COMBAT LEADERSHIP TEAM

 OER S UPP ORT
FO RM
 PART III (Verification of Discussion)
Initial Counseling Date
Rated Officer, Rater, and Senior
Rater Initials
Periodic Counseling Dates and
Initials

COMBAT LEADERSHIP TEAM

 OER S UPP ORT
FO RM
PART IV (Rated Officer)
Duty Title
Position Code
Significant Duties and Responsibilities
Major Performance Objectives
Significant Contributions
Signature and Date

COMBAT LEADERSHIP TEAM

 OER S UPP ORT
FO RM
PART V (Rater and/or Intermediate
Rater)
Optional
Comments
Signatures and date

COMBAT LEADERSHIP TEAM

QU EST IONS
?

COMBAT LEADERSHIP TEAM

 JUN IO R OF FICE R
DEVEL OPM ENT OER
SU PPO RT F OR M
 DA Form 67-9-1a

 Reference Army Regulation 623-105

COMBAT LEADERSHIP TEAM

 JUNIOR OF FIC ER
DEVELOPM ENT OER
SUP PORT 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

COMBAT LEADERSHIP TEAM

 JR OFFIC ER
DEVELOPM ENT OER
SUP PORT FOR M
 PART I (Instructions)
Initial face to face
Quarterly Follow-up counseling

COMBAT LEADERSHIP TEAM

 JR OFFIC ER
DEVELOPM ENT OER
SUP PORT FOR M
 PART II (Character)
Army Values
Attributes
Skills

COMBAT LEADERSHIP TEAM

 JR OFFIC ER
DEVELOPM ENT OER
 SUP PORT FOR M
PART III (Developmental Action Plan)
Influencing
Communicating
Decision Making
Motivating
Operating
Planning
Executing
Assessing

COMBAT LEADERSHIP TEAM

 JR OFFIC ER
DEVELOPM ENT OER
SUP PORT FOR M
Improving
Developing
Building
Learning

COMBAT LEADERSHIP TEAM

 JR OFFIC ER
DEVELOPM ENT OER
SUP PORT FOR M
 PART IV (Verification)
Rater initials
Rated officer initials
Date
Senior rater initials

COMBAT LEADERSHIP TEAM

 JR OFFIC ER
DEVELOPM ENT OER
SUP PORT FOR M
 PART V (Developmental
Assessment Record)
Assessment
Key Points

COMBAT LEADERSHIP TEAM

QU EST IONS
?

COMBAT LEADERSHIP TEAM

 OFFICE R
EVALU ATIO N
RECO RD
 DA Form 67-9

 Reference Army Regulation 623-105

COMBAT LEADERSHIP TEAM

 OFFICE R
EVALU ATIO N
RECO RD
 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).
COMBAT LEADERSHIP TEAM
 OFFICE R
EVALU ATIO N
RECO RD
 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
COMBAT LEADERSHIP TEAM
 OFFICE R
EVALU ATIO N
RECO RD
 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

COMBAT LEADERSHIP TEAM

 OFFICE R
EVALU ATIO N
RECO RD
 Part III: (Duty Description)
Principal Duty Title
Position Code
Significant Duties and Responsibilities
(refer to DA Form 67-9-1)

COMBAT LEADERSHIP TEAM

 OFFICE R
EVALU ATIO N
RECO RD
 Part IV: (Performance Evaluation)
Character
Army Values
Leader Attributes/Skills/Actions
APFT-Date-Height-Weight
Junior Officer Development

COMBAT LEADERSHIP TEAM

 OFFICE R
EVALU ATIO N
RECO RD
 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

COMBAT LEADERSHIP TEAM

 OFFICE R
EVALU ATIO N
RECO RD
 Part VI: (Intermediate Rater Comments)
Narrative comments are mandatory

COMBAT LEADERSHIP TEAM

 OFFICE R
EVALU ATIO N
RECO RD
 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

COMBAT LEADERSHIP TEAM

 QUE STI ON S?

 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?

COMBAT LEADERSHIP TEAM

 MAND AT ORY
TYPE S O F RE PO RT S
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
COMBAT LEADERSHIP TEAM
 MAND AT ORY
TYPE S O F RE PO RT S
NO MINIMUM
Initial Tour of Extended Active Duty
Application for RA Appointment
JAG Officers in OJT Training
Relief for Cause
PERSCOM Directed
COMBAT LEADERSHIP TEAM
OP TI ONA L T YP ES
OF RE PO RTS
NO MINIMUM

 Complete the Record

 Senior Rater Option
 Rater Option
 Sixty-day Option

COMBAT LEADERSHIP TEAM

QU EST IONS
?

COMBAT LEADERSHIP TEAM

 OF FICE R RECOR D
BRI EF

 Reference DA Pamphlet 640-1

 Purpose: summarize qualifications
and career history used to manage
officers
 Consists of ten sections plus the
heading

COMBAT LEADERSHIP TEAM

 OF FICE R RECOR D
BRI EF
 Heading
Type of ORB
Brief date
Date of Audit- normally blank
Basic/Control Branch
Component
AD Grade and Date of Rank
SSN and Name

COMBAT LEADERSHIP TEAM

 OF FICE R RECOR D
BRI EF
 SECTION I – Assignment Information
Overseas Duty
Career Field Information
Branch/Functional Area/Skills
Career Track
Previous Branch/Functional Area
Career Management Field
Geographic Orientation

COMBAT LEADERSHIP TEAM

 OF FICE R RECOR D
BRI EF
 SECTION II – Security Data
Type of Investigation
Date security investigation completed
Security Clearance

COMBAT LEADERSHIP TEAM

 OF FICE R RECOR D
BRI EF
 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

COMBAT LEADERSHIP TEAM

 OF FICE R RECOR D
BRI EF
 SECTION III – Service Data (continued)
Active Federal Commissioned Service
Type of Original Appointment
Current Service Agreement/Expiration Date
Projected /Mandatory Retirement
Date of Rank

COMBAT LEADERSHIP TEAM

 OF FICE R RECOR D
BRI EF
 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

COMBAT LEADERSHIP TEAM

 OF FICE R RECOR D
BRI EF
 SECTION V – Foreign Language
Language
Reading Comprehension
Listening Comprehension
Defense Language Aptitude Test

COMBAT LEADERSHIP TEAM

 OF FICE R RECOR D
BRI EF
 SECTION VI – Military Education
Military Education Level
Course/Year

COMBAT LEADERSHIP TEAM

 OF FICE R RECOR D
BRI EF
 SECTION VII – Civilian Education
Civil Education Level
Institution
Discipline
Source of Degree

COMBAT LEADERSHIP TEAM

 OF FICE R RECOR D
BRI EF
 SECTION VIII – Awards and Decorations
Awards
Decorations
Tabs
Badges

COMBAT LEADERSHIP TEAM

 OF FICE R RECOR D
BRI EF
 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

COMBAT LEADERSHIP TEAM

 OF FICE R RECOR D
BRI EF
 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

COMBAT LEADERSHIP TEAM

 QUE STI ON S?

 Name two types of mandatory

reports.

 Name one type of optional report.

COMBAT LEADERSHIP TEAM

 SU MM ARY
 Rating Chains
 Evaluation Process
• OER Support Form
• Junior Officer

Development Support Form

• Officer Evaluation Report

 Types of Reports
 Officer Record Brief

COMBAT LEADERSHIP TEAM

 CON CL USI ON
.
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!

COMBAT LEADERSHIP TEAM