COMBAT LEADERSHIP TEAM
PURPOSE
To provide junior officers information on the Officer
Evaluation Reporting System (OERS).
COMBAT LEADERSHIP TEAM
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
COMBAT LEADERSHIP TEAM
OUTLINE Rating Chains Evaluation Process
• OER Support Form• Junior Officer Development Support Form• Officer Evaluation Report
Types of Reports Officer Record Brief
COMBAT LEADERSHIP TEAM
RATING CHAIN Chain Development
Member Responsibilities• Rated Officer• Rater• Senior Rater
COMBAT LEADERSHIP TEAM
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
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
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
COMBAT LEADERSHIP TEAM
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
COMBAT LEADERSHIP TEAM
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
FOR LTs and WO1s
COMBAT LEADERSHIP TEAM
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
COMBAT LEADERSHIP TEAM
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
COMBAT LEADERSHIP TEAM
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
COMBAT LEADERSHIP TEAM
QUESTIONS?
Name one responsibility of the Rater.
Name one responsibility of the Senior Rater.
COMBAT LEADERSHIP TEAM
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
COMBAT LEADERSHIP TEAM
OER SUPPORT FORM
DA Form 67-9-1
Reference Army Regulation 623-105
Not forwarded to HQDA with OER
COMBAT LEADERSHIP TEAM
OER SUPPORT FORM
Purpose: Promote a top down emphasis on leadership communication, integrating rated officer participation in objective setting, performance counseling, and evaluation.
COMBAT LEADERSHIP TEAM
OER SUPPORT FORM
PART I (Rated Officer Identification)
Name
Rank
Organization
COMBAT LEADERSHIP TEAM
OER SUPPORT FORM
PART II (Rating Chain)
Rater
Intermediate Rater
Senior Rater
COMBAT LEADERSHIP TEAM
OER SUPPORT FORM
PART III (Verification of Discussion)
Initial Counseling Date
Rated Officer, Rater, and Senior Rater Initials
Periodic Counseling Dates and Initials
COMBAT LEADERSHIP TEAM
OER SUPPORT FORM
PART IV (Rated Officer)
Duty Title
Position Code
Significant Duties and Responsibilities
Major Performance Objectives
Significant Contributions
Signature and Date
COMBAT LEADERSHIP TEAM
OER SUPPORT FORM
PART V (Rater and/or Intermediate Rater)
Optional
Comments
Signatures and date
COMBAT LEADERSHIP TEAM
JUNIOR OFFICER DEVELOPMENT OER
SUPPORT FORM
DA Form 67-9-1a
Reference Army Regulation 623-105
COMBAT LEADERSHIP TEAM
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
COMBAT LEADERSHIP TEAM
JR OFFICER DEVELOPMENT OER SUPPORT FORM
PART I (Instructions)
Initial face to face
Quarterly Follow-up counseling
COMBAT LEADERSHIP TEAM
JR OFFICER DEVELOPMENT OER SUPPORT FORM
PART II (Character)
Army Values
Attributes
Skills
COMBAT LEADERSHIP TEAM
JR OFFICER DEVELOPMENT OER SUPPORT FORM
PART III (Developmental Action Plan)Influencing Communicating
Decision MakingMotivating
OperatingPlanningExecutingAssessing
COMBAT LEADERSHIP TEAM
JR OFFICER DEVELOPMENT OER SUPPORT FORM
Improving
Developing
Building
Learning
COMBAT LEADERSHIP TEAM
JR OFFICER DEVELOPMENT OER SUPPORT FORM
PART IV (Verification)
Rater initials
Rated officer initials
Date
Senior rater initials
COMBAT LEADERSHIP TEAM
JR OFFICER DEVELOPMENT OER SUPPORT FORM
PART V (Developmental Assessment Record)
Assessment
Key Points
COMBAT LEADERSHIP TEAM
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).
COMBAT LEADERSHIP TEAM
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
COMBAT LEADERSHIP TEAM
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 ReportRated Officer Signature and Date
COMBAT LEADERSHIP TEAM
OFFICER EVALUATION RECORD
Part III: (Duty Description)
Principal Duty Title
Position Code
Significant Duties and Responsibilities (refer to DA Form 67-9-1)
COMBAT LEADERSHIP TEAM
OFFICER EVALUATION RECORD
Part IV: (Performance Evaluation)
Character
Army Values
Leader Attributes/Skills/Actions
APFT-Date-Height-Weight
Junior Officer Development
COMBAT LEADERSHIP TEAM
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
COMBAT LEADERSHIP TEAM
OFFICER EVALUATION RECORD
Part VI: (Intermediate Rater Comments)
Narrative comments are mandatory
COMBAT LEADERSHIP TEAM
OFFICER EVALUATION RECORD
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
COMBAT LEADERSHIP TEAM
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?
COMBAT LEADERSHIP TEAM
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
COMBAT LEADERSHIP TEAM
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
COMBAT LEADERSHIP TEAM
NO MINIMUM
Complete the Record Senior Rater Option Rater Option Sixty-day Option
OPTIONAL TYPES OF REPORTS
COMBAT LEADERSHIP TEAM
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
COMBAT LEADERSHIP TEAM
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
COMBAT LEADERSHIP TEAM
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
COMBAT LEADERSHIP TEAM
OFFICER RECORD BRIEF
SECTION II – Security Data
Type of Investigation
Date security investigation completed Security Clearance
COMBAT LEADERSHIP TEAM
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
COMBAT LEADERSHIP TEAM
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
COMBAT LEADERSHIP TEAM
OFFICER RECORD BRIEF
SECTION IV – Personal Family DataDate of Birth/BirthplaceCountry of CitizenshipSex/Race CategoryNumber of DependentsReligion/Marital StatusSpouse BirthplacePhysical categories/date/Height/WeightMailing Address
COMBAT LEADERSHIP TEAM
OFFICER RECORD BRIEF
SECTION V – Foreign Language
Language
Reading Comprehension
Listening Comprehension
Defense Language Aptitude Test
COMBAT LEADERSHIP TEAM
OFFICER RECORD BRIEF
SECTION VI – Military Education
Military Education Level
Course/Year
COMBAT LEADERSHIP TEAM
OFFICER RECORD BRIEF
SECTION VII – Civilian Education
Civil Education Level
Institution
Discipline
Source of Degree
COMBAT LEADERSHIP TEAM
OFFICER RECORD BRIEF
SECTION VIII – Awards and Decorations
Awards
Decorations
Tabs
Badges
COMBAT LEADERSHIP TEAM
OFFICER RECORD BRIEF
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
COMBAT LEADERSHIP TEAM
OFFICER RECORD BRIEF
SECTION X – Remarks Date of last photoProfessional qualificationsAssignment preferencesDate of last preference statement Regimental AffiliationMonths of prior enlisted/warrant officer
service
COMBAT LEADERSHIP TEAM
QUESTIONS?
Name two types of mandatory reports.
Name one type of optional report.
COMBAT LEADERSHIP TEAM
SUMMARY
Rating Chains Evaluation Process
• OER Support Form• Junior Officer
Development Support Form• Officer Evaluation Report
Types of Reports Officer Record Brief