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					                 OFFICER PERSONNEL
                 MANAGEMENT SYSTEM
                       (OPMS)




                                       LTC Williams, Chief, CATD

Aug 05, LTC Williams, Chief, CATD, USAMPS       UNCLASSIFIED       1
                         AS A COMMANDER…

                   “You will be responsible for ensuring
                   that your Lieutenants understand the
                   OPMS.” “You control our future!”




Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED   2
                                    AS A LEADER…
            “You are the Leader Developer (LD) of
            your subordinates. Part of LD is
            understanding OPMS, and teaching it well.
            You must know how to write an OER, and
            what right like.”




Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED   3
                          Our Training Objectives


         • Understand OPMS
         • Understand how to write an OER, how
           to evaluate an OER, and what right (and
           not right looks like).
         • Discuss topical issues involving OPMS
           and the OER system.



Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED   4
                                            OUTLINE

         • OPMS OVERVIEW
         • OPMS TRENDS AND STATS
         • THE OER
                – OVERVIEW
                – THE DETAILS
         • SUMMARY
         • EVALUATION


Aug 05, LTC Williams, Chief, CATD, USAMPS     UNCLASSIFIED   5
                     OFFICER PERSONNEL
                     MANAGEMENT SYSTEM
                           (OPMS)




Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED   6
         Officer Personnel Management System

      • ―The Right officer, for the right job, at the
        right time!‖
      • Designed to Procure, Train, Evaluate,
        Promote and Separate Army Officers
      • Implemented in 1975-as a result of officer
        skill imbalance post Vietnam.
      • Ever evolving.
      • Needs of the Army… vs. all others…


Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED   7
                       The MP BRANCH MISSION

   • Assign the right officer, with the right skills, to the
     right job, at the right time (with the right backfill)
   • Apprise the MP Corps Regiment, and its officers,
     of personnel management requirements and
     trends
   • Advise and guide MP Officers in their individual
     professional development
   • #1 priority: GWOT and other expeditionary rqmts


Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED       8
                          GWOT and Other Expeditionary
                            Requirements--#1 Priority
       Sustain deployed units
         • Create no turbulence in units
         • Provide immediate backfills
       Set deploying units
         • Units Filled at 105% Authorized (Aggregate)
         • Stabilize Unit Teams 90 Days Prior to Deployment
              • Unit Level Stop Loss/Stop Move
              • Stabilize Bde / Bn Cdrs
       Reset redeployed units
         • Stabilized 90 days after redeployment…then reset teams
         • Minimize turbulence but…UA, Professional Development
              • Man the force—AC/RC, TRADOC, Korea
              • Return 50% to same unit

Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED            9
                                     OPMS Diagram
     • 3 Primary Functions:
       - Strength Management
       - Professional Development
       - Evaluation

     This is done using the ODP- (Officer Distribution Plan);
       what we have filling what we need (requirements).




Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED        10
   How Does the Army Professionally Prepare You?

        • Development in your designated Branch/CF thru operation
          experience
               – Branch Qualification
               – Branch
               – Others

        • Officer Professional Education (PME)
               – Institutional
               – Self

        • Planned and progressive rotation of duties/assignments
               – What training or jobs must you have
               – What training or jobs do you want to have


        • Counseling


Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED            11
                                            CAREER FIELDS

  • There are 4 Career Fields:
    - Operations (OPCF)
    - Information Operations
    - Operational Support
    - Institutional

  • All officers will remain in OPCF until company
    level BQ and selection for promotion to MAJ



Aug 05, LTC Williams, Chief, CATD, USAMPS       UNCLASSIFIED   12
                CAREER FIELDS… what are they?

    • Operations CF:
      - All 16 Branches
      - Multi Functional Logistics
      - PSYOP/CA

    • Information Operations CF:
      - Strategic Intel
      - Space
      - PAO
      - Systems Automation Management

Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED   13
                                     CAREER FIELDS…..
      • Operational Support CF:
        - Army Acquisition Corps
        - Foreign Area Officer
        - Contracting and Industrial Management

      • Institutional Support CF:
        - Personnel Management
        - Operations Plans and Training
        - Human Resource
        - Comptroller
        - Nuclear Weapons
        - USMA Associate Professor
        - Operations Research and Systems Analyst
        - Force Development
        - Army Scientist
Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED   14
                   Officer Education System (OES)
      • OBC
             – Special Skills Training (SSI etc.)
      • CCC
             –    Advanced Civil Schooling
             –    Advanced Degree Program
             –    Fully Funded Legal Education Program (FLEP)
             –    Training With Industry (TWI)
             –    Degree Completion Program
             –    Cooperative Degree Programs
             –    Fellowships (offered by corporations, funds, or
                  educational institutions)
      • CGSC
      • SSC
      • Self Development
Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED            15
                                      OPMS TRENDS




Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED   16
                        CAREER MANAGEMENT

         • Who should manage you career?
         • How can you manage your career?
                – ORB
                – Fiche (OMPF)
                – Photo
         • Working with MP Branch
                – Make your preferences known



Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED   17
                                Help, I’m in the zone!
                                What must I do now?

                                            #1 Continue to give every job your best!
                                            #2 Review your OMPF. Make any updates
                                            BEFORE the board convenes.
                                            #3 Take a current photograph (standard
                                            is 5 years…but exceed the standard with
                                            a recent photo when you’re in the zone).
                                            #4 Review, update, and sign your Officer
                                            Record Brief

Aug 05, LTC Williams, Chief, CATD, USAMPS          UNCLASSIFIED                    18
                                BOARD PREPARATION PHASES

         Board Schedule
            Zone Message Out
1 Yr
       C-120
                     Board Proponent Initializes Board in OSSS
                         Branch Phase Scrub (Phase 1)
                C-90
                            Eligible Population in OSSS
                   C-85          Board Proponent Flags OERS (Phase 2)
                       C-75          Board Proponent Requests Products
                                        C-60
                                               C-40
                                                             Transfer Board File to D.A. Sec.
BRANCH REPS.                                                     Board File Built in D.A. Sec.
VALIDATE                                              C-35           C-30 Mtg/Start Branch Scrub
POPULATION
                                                             C-30          D.A. Sec. Takes Control
                                                                              of Board File
                                                                                  Board
BRANCH REPS.                                                          C-15
                                                                                      Convenes
BEGIN SCRUB
                                                                            C-Date


                     C-7 IS NORMALLY CUT-OFF FOR SUBMITTING DOCUMENTS
 Aug 05, LTC Williams, Chief, CATD, USAMPS UNCLASSIFIED                                       19
                     INTERMEDIATE LEVEL EDUCATION
                                 (ILE)
         •    Replaces the C&GSOC as the Army’s intermediate level education

         •    Full implementation starts August 2005 w/ a goal of all officers in YG94
              and subsequent YGs to complete NLT their 12th year of commissioned
              service

         •    Four ways to complete:
                – In residence at Lvnworth (primarily to OPCF) 12-week common core (+)
                  Advanced Operations Warfighting Course (AOWC)
                – At one of four course location sites (other-than ops career fields)
                – Correspondence Course ( for limited ACC YG94 and subsequent YGs;
                  continue to be available for ACC officers in earlier than YG94)
                – RC Institutional Training Distributed Classroom (RC and some special
                  branch officers)

         •    Officers in YG 94 and subsequent YGs should complete ILE w/in a 4-
              yr window


Aug 05, LTC Williams, Chief, CATD, USAMPS    UNCLASSIFIED                                22
                                   CPT CHALLENGES
         • 650 CPT MP officers in inventory

         • 414 CPT MP officer posns authorized
           (140 MP Command rqts, 35 are TDA)
              - minus 110 other (IG,USMA,
           USAREC, ACS)
              - minus 60 MPCCC

         • Large inventory, limited command rqts
           result in a command queue averaging
           18-24 months, once…
Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED   23
                  THE
      OFFICER EVALUATION REPORT
                 (OER)




Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED   24
                                    ENHANCEMENTS

      BLUF:
        OERs for officers in the grade of CPT, 1LT, 2LT, CW2 and WO1
        with ending dates 01 OCT 2004 and later will no longer include a
        Senior Rater ―Box Check‖ in Part VIIB.
        DA Label will state ―NOT EVALUATED‖
        ALL officers in the above grades will be counseled with the
        Developmental Support Form (former JODSF)
        Objective:
        Focus on mission accomplishment vs. peer standing
        Further substantiates our Army does not operate under ―zero
        defects‖ mentality
        Committed to developing warriors with ―purple‖ mindset




Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED                   25
                                CULTURE CHANGE


        Senior Rater will not make any reference in their narrative
          comments to the box check or how the rated officer would
          be profiled.
               - CPT Smith is an Above Center of Mass officer.

             Senior Rater must develop a clear “WORD PICTURE” of the
             officer relating to promotion, potential and schooling to
             broadcast feedback for promotion and school selection
             boards.




Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED                 27
                 U.S. TOTAL ARMY
            HUMAN RESOURCES COMMAND




                        OFFICER EVALUATION
                      REPORTING SYSTEM (OERS)
Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED   28
                    HR Command Points of Contact
        Regulation and policy (OER, NCOER, AER) questions: DSN:221-9660
     (Evaluation Systems Office)

        Senior Rater Profile questions: DSN 221-9660
     (Evaluation Systems Office)

        AC OER Processing questions: DSN: 221-4200
     (Evaluation Reports Branch)

        Appeals & Corrections questions: DSN: 221-8642
     (Appeals & Corrections Branch)

        Officer Records (OMPF): DSN: 221-8790
     (Officer Records Branch)

     (Commercial prefix: 703-325-xxxx)


                      HRC On-Line:https://www.hrc.army.mil
Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED                  29
                                            Work online…….

   -- HRC has a web site with a ton of good info….OPMF, pref
      statement, photo mgmt, SR PROFILE, ORB, branch notes,
      OER management, etc….


                                 www.hrc.army.mil

   -- If you don’t have an AKO account and your email is not
       forwarded to your work email, then consider yourself a major
       NO GO!!!

Aug 05, LTC Williams, Chief, CATD, USAMPS        UNCLASSIFIED     30
                    Management Support Division




            HRC On-Line: https://www.hrc.army.mil
   Select “HRC-Alexandria”, “The Adjutant General”, “and MSD” as next steps.

Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED                       31
                                      MP BRANCH
                                    MAILING ADDRESS
  ADDRESS:
  U.S. ARMY HUMAN RESOURCES COMMAND
  ATTN: AHRC-OPB-MP
  200 STOVALL STREET, ROOM 4N25
  ALEXANDRIA, VA 22332-0415

  PHONE NUMBERS:
  DSN: 221-5691
  COMM: (703) 325-5691
  FAX: 5668
Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED   32
                                            67-9 OER
                      KEY COMPONENTS OF THE SYSTEM


     • DA FORM 67-9-1 SUPPORT FORM

     • DA FORM 67-9-1A DEVELOPMENTAL SUPPORT
       FORM (DSF)

     • DA FORM 67-9 OER EVALUATION

     • SENIOR RATER PORTION OF DA FORM 67-9



Aug 05, LTC Williams, Chief, CATD, USAMPS    UNCLASSIFIED   33
                                        Drawing the Line
                                        What is Success?
       Success:
         • The Warrior Ethos (being a warrior)
         • Continued / valued service based on selflessness
       Every person in the Army must be able to draw a line to soldiers
      in combat.
       How does the OER support the main effort and not become a
            peacetime personnel management tool?
            • Leaders have a responsibility to identify their best to the Army’s
            selection process. This ensures the Army’s best are selected to
            lead/train soldiers in demanding and challenging assignments.
            • Leaders have a responsibility to develop subordinates,
            Counseling is Key to the evaluation process



Aug 05, LTC Williams, Chief, CATD, USAMPS    UNCLASSIFIED                     34
                     OER SUPPORT FORM - DA FORM 67-9-1
                                                                                                                                                                                                                                                                                                                                                                                                                          ADDED

                                                       PART III - VERIFICATION OF FACE-TO-FACE DISCUSSION
     MANDATORY RATER / RATED OFFICER INITIAL FACE-TO FACE COUNSELING ON DUTIES, RESPONSIBILITIES AND PERFORMANCE OBJECTIVES FOR THE
     CURRENT RATING PERIOD TOOK PLACE ON ____________ (Date) Rated Officer Initials ___________  Rater Initials ___________    Senior Rater Initials                                                                                                                                                                                                                                            ______________
                                                                                                                                    (Review)
     PERIODIC RATER / RATED OFFICER FOLLOW-UP FACE-TO-FACE COUNSELINGS:
                 ____________
         Dates   ____________          Rated Officer Initials                                   Rater Initials               Senior Rater Initials
                                                                                                                                (Review)




                                                                                                                           OFFICER EVALUATION REPORT SUPPORT FORM                                                                                       c. LIST YOUR SIGNIFICANT C ONTRIBUTIONS
                                                                                                                         For use of this form, see AR 623- 105; the proponent agenc y is ODC SPER

                                                                                                                          Read Privac y Act Statement on R evers e before C ompleting this form
                                                                                                                                  PART I - RATED OFFICER IDENTIFICATION
                                                            NAME OF RATED OFFICER (Las t, First, MI)                                                    RANK           ORGANIZATION


                                                                                                        PART II - RATING CHAIN - YOUR RATING CHAIN FOR THE EVALUATION PERIOD IS:
                                                                                      NAME                                                          RANK       POSITION



                                                                                                                                                                                                                                                                                                IVc
                                                                   RATER

                                                              INTERMEDIATE            NAME                                                                            RANK             POSITION
                                                                  RATER
                                                                                      NAME                                                                           RANK              POSITION
                                                              SENIOR RATER




                      NEW                                                                                                                                                                                                                                                                   Significant
                                                                                                                        PART III - VERIFICATION OF FACE-TO-FACE DISCUSSION
                                                             MANDATORY RATER / RATED OFFICER INITIAL FACE-TO FACE COUNSELING ON DUTIES, RESPONSIBILIITIES AND PERFORMANCE OBJECTIVES FOR THE
                                                             CURRENT RATING PERIOD TOOK PLACE ON ____________ (Date) Rated Officer Initials ___________ Rater Initials ___________ Senior Rater Initials __________
                                                                                                                                                                                         (Review)
                                                             PERIODIC RATER / RATED OFFICER FOLLOW-UP FACE-TO-FACE COUNSELINGS:
                                                                                                                  ____________                                      ___________                        ___________                         __________
                                                                                                       Dates                                 Rated Officer Initials ___________         Rater Initials ___________   Senior Rater Initials __________



                                                                                                                                                                                                                                                                                           Contributions
                                                                                                                  ____________
                                                                                                                  ____________                                       __________                        ___________        (Review)         __________

                                                                                                               PART IV - RATED OFFICER (Complete a, b, and c below for this rati ng period)
                                                             PRINCIPAL D UTY TITLE                                                                                               POSITION AOC / BR
                                                            a. STATE YOUR SIGN IFICANT DUTIES AND RESPONSIBILITIES




                                                                            IVa
      SUPPORTS:                                                       Duty Description
                                                            b. INDICATE YOUR MAJOR PERFORMANCE OBJECTIVES
                                                                                                                                                                                                                                                        a. RATER COMMENTS (Optional)
                                                                                                                                                                                                                                                                                                  PART V - RATER AND/ OR INTERMEDIATE RATER (Review and c omm ent on Part IVa, b, and c abov e).
                                                                                                                                                                                                                                                                                                                                                                                                SIGNATUR E AND DATE


                                                                                                                                                                                                                                                                                                          Insure remarks are consistent with your perfor manc e and potential eval uati on on DA For m 67-9.)




   Objective Setting                                                                                                                                                                                                                                    b. INTERM EDIATE RATER C OMMENTS    (Optional)
                                                                                                                                                                                                                                                                                                                                                                                             SIGNATUR E AND DATE (Mandatory)




     Counseling                                                         IVb                                                                                                                                                                                                                                            DATA REQUIRED BY THE PRIVACY ACT OF
                                                                                                                                                                                                                                                                                                                                                         ( U.S.C. 552a)
                                                                                                                                                                                                                                                                                                                                                                                             SIGNATUR E AND DATE (Mandatory)




Rated Officer Feedback                                           Major Performance                                                                                                                                                                      1. AUTHORITY: Sec 301 Title 5 USC; Sec 3012 Title 10

                                                                                                                                                                                                                                                         2. PURPOSE: DA Form 67-9, Officer Evaluation Report, ser ves as the primary source of information for officer personnel management decisions.
                                                                                                                                                                                                                                                            DA Form 67-9-1, Officer Evaluation Support Form, serves as a guide for the rated officer's performance and development, enhances the
                                                                                                                                                                                                                                                            accomplishment of the organization mission, and provides additional performance information to the rating chain. DA Form 67-9-1a, Junior Officer



                                                                     Objectives                                                                                                                                                                             Devevlopment Support Form, serves as a common framework for Junior Officer Development and standardizes Junior Officer counseling.

                                                                                                                                                                                                                                                        3. ROUTINE USE: DA Form 67-9 will be maintained in the rated officer's Official Military Personnel File (OMPF) and Career Management Individual
                                                                                                                                                                                                                                                           File (CMIF). A copy will be provided to the rated officer either directly or forwarded to the rated officer. DA Form 67-9-1 and DA Form 67-9-1a is for
                                                                                                                                                                                                                                                           organizational use only and will be returned to the rated officer after review by the rating chain.

                                                                                                                                                                                                                                                        4. DISCLOSURE: Disclosure of the rated officer's SSN (Part I,DA Form 67-9) is voluntary. However, failure to verify the SSN may result in a
                                                                                                                                                                                                                                                           delayed or erroneous processing of the officer's OER. Disclosure of the information in Part IV, DA Form 67-9-1 is voluntary. However, failure to
                                                                                                                                                                                                                                                           provide the information requested will result in an evaluation of the rated officer without the benefits of that officer's comments. Should the rated
                                                                                                                                                                                                                                                           officer use the Privacy Act as a basis not to provide the information requested in Part IV, the Support Form will contain the rated officer's statement to
                                                                                                                                                                                                                                                           that effect and be fowarded through the rating chain in accordance with AR 623-105.




                                                                  FORM                                                                EDITION OF FEB 85 IS OBSOLETE
                                                            DA    OCT 97   67-9-1


                                                                                                                 (FRONT)                                                                                                                                                                                         (REVERSE)
Aug 05, LTC Williams, Chief, CATD, USAMPS                                                                                 UNCLASSIFIED                                                                                                                                                                                                                                                                                         35
                                                                                                                                                                                                             DEVELOPMENTAL SUPPORT FORM (DSF)
                                                                                                                                                                                 Enhancements to include CPT & CW2 Effective 1 Oct 04

                                                                                                                                       CW3-CW5/MAJ-BG:                                                                                                         DEVELOPMENTAL TASKS (DSF)
                     NAME OF RATED OFFICER (Last, First, MI)
                                                                      OFFICER EV ALUATION REPORT SUPPORT FORM
                                                              For use of this form, see AR 623-105; the proponent agency is DCSPER.
                                                               Read Privacy Act Statement on Reverse before Completing this form
                                                                             PART I - RATE OFFICE IDENTIFICATION
                                                                                           D
                                                                                             GRADE
                                                                                                  R
                                                                                                         ORGANIZATION
                                                                                                                                                                                                                                                               * BASED ON MISSION LAID OUT IN SUPPORT FORM
                                                      PART II - RATING CHAIN - YOUR RATING CHAIN FOR THE EVALUATION PERIOD IS:




                                                                                                                                                                                                                                                               * FOCUSED ON LEADERSHIP DOCTRINE
                             RATER              NAME                                                                             GRADE         POSITION

                         INTERMEDIATE           NAME                                                                             GRADE         POSITION
                             RATER




                                                                                                                                                                                                                                 MISSION REQUIREMENTS
                             SENIOR             NAME                                                                             GRADE         POSITION
                             RATER
                                                                  PART III - VERIFICATION OF INITIAL FACE-TO-FACE DISCUSSION

                             AN INITIAL FACE-TO-FACE DISCUSSION OF DUTIES, RESPONSIBILITIES, AND PERFORMANCE OBJECTIVES FOR THE CURRENT
                             RATING PERIOD TOOK PLACE ON                                                                                                                                 .
                                         R'
                             RATED OFFICE S INITIALS                                                             RATER'S INITIALS




                                                                                                                                                                                                                                           and
                                                 PART IV - RATED OFFICER (Complete a, b, and c below for this rating period)
                      a. STATE YOUR SIGNIFICANT DUTIES AND RESPONSIBILITIES
                         DUTY TITLE IS                                                                               , THE POSITION CODE IS                                              .




                                                                                                                                                                                                                                                             MANDATORY COUNSELING BY RATERS OF OFFICERS
                                                                                                                                                                                                                                      MISSION TASKS
                      b. INDICATE YOUR MAJOR PERFORMANCE OBJECTIVES




                                                                                                                                                                                                                                                            IN RANKS OF: CPT, LT, CW2, WO1
                          Performance
                           Objectives                                                                                                                                                                                                                         SR RATER APPROVAL/OVERWATCH EXAMPLES:
                         FORM                                                                                                                                                     USAPPC V2.10
                      DA FEB 85 67-8-1                                                       EDITION OF SEP 79 IS OBSOLETE.




                                                                                                                                                                                                                                                              Company Cdr DSF on Platoon Leaders
                        SPT FORM                                                                                                                                                                                                                                         - BN Cdr over watch
                                                                                                                                                                                                                                                              Battalion Cdr DSF on Company Cdrs
                                                                                                                                                                                                                                                                         - BDE Cdr over watch


      SPT FORM
                                                                                                                                                                                              CPT/LT/CW2/W01s:
                                            OFFICER EV ALUATION REPORT SUPPORT FORM
                                   For use of this form, see AR 623-105; the proponent agency is DCSPER.
                                    Read Privacy Act Statement on Reverse before Completing this form
                                                                D      R
                                                  PART I - RATE OFFICE IDENTIFICATION
  NAME OF RATED OFFICER (Last, First, MI)                         GRADE       ORGANIZATION


                              PART II - RATING CHAIN - YOUR RATING CHAIN FOR THE EVALUATION PERIOD IS:

         RATER           NAME                                                                         GRADE             POSITION

     INTERMEDIATE        NAME                                                                         GRADE             POSITION
         RATER
         SENIOR          NAME                                                                         GRADE             POSITION
         RATER
                                      PART III - VERIFICATION OF INITIAL FACE-TO-FACE DISCUSSION

         AN INITIAL FACE-TO-FACE DISCUSSION OF DUTIES, RESPONSIBILITIES, AND PERFORMANCE OBJECTIVES FOR THE CURRENT
         RATING PERIOD TOOK PLACE ON                                                                                                                           .
                     R'
         RATED OFFICE S INITIALS                                                RATER'S INITIALS



                             PART IV - RATED OFFICER (Complete a, b, and c below for this rating period)
  a. STATE YOUR SIGNIFICANT DUTIES AND RESPONSIBILITIES
     DUTY TITLE IS                                                                      , THE POSITION CODE IS                                                 .




                                                                                                                                                                                                                                 MISSION REQUIREMENTS                    INTEGRATES
  b. INDICATE YOUR MAJOR PERFORMANCE OBJECTIVES




                                                                                                                                                                                                                                        (Objectives)                        Development
                                                                                            COMPANY GRADE DEVELOPMENTAL SUPPORT FORM
                                                                                               For use of this form, see AR623-105; the proponent agency is DCSPER.
                                                                    PART I - INSTRUCTIONS. Use of this form is mandatory for Lieutenants and WO1s; optional for all other ranks.
                                                                        Initial face-to-face (Part II and III)                                        Follow-up Development Progress Review (Part IV - Reverse

                                               - Discuss duty description/major performance objectives (MPOs from 67-9-1)                   - Discuss MPOs and progress made. Adjust MPOs , and timeliness as needed.
                                               - Define and discuss leadership competencies - FM 22-100, Appendix A.                        - Discuss progress made on competency development objectives; adjust objec-
                                               - Establish developmental objective(s) for each leadership competency; develop-                tives as needed to continue development process.
                                                  mental objective(s) should target the MPOs on the Support Form.                           - Rater summarize key points in appropriate block of Part IV.
                                               - Upon completion of the initial face-to-face counseling, date and initial Part III          - Rater and rated officer initial, date, and keep a file copy for use during later
                                                 (verification). Obtain senior rater's initials. Rated officer and rater retain file copy     development progress reviews.




                                                                                                                                                                                                                                                                               with
                                                 for use during later development progress reviews.


                                                             PART II - DEVELOPMENTAL ACTION PLAN. Compete                                          n
                                                                                                         ncy development objective(s) target MPOs o the DA Form 67-9-1.
                                            PROFESSIONAL ETHICS. Honest and sincere. Stands firm on values, moral principles, and convictions. Selfless. Loyal to country, command, and soldiers. Dedicated and
                                            commited to mission accomplishment. Encourages ethical, positive, and productive attitudes; respects individuals' dignity.




                                                                                                                                                                                                                                          AND
        FORM                                                                                                                                            USAPPC V2.10
  DA FEB 85 67-8-1                                              EDITION OF SEP 79 IS OBSOLETE.

                                            COMMUNICATION. Articulates written and oral ideas/concepts clearly and concisely. Message received equals message sent.




                                                                                                                                                                                                                                                                               Performance
                                            SUPERVISION. Provides purpose, motivates, directs, evaluates, coordinates, and plans the efforts of subordinates so that tasks are effectiely accomplished.




                                             TEACHING/COUNSELING. Takes a direct hand in subordinates' development by overcoming problems and increasing knowledge and skills.




                                                                                                                                                                                                                                  DEVELOPMENTAL TASKS
                                             SOLDIER TEAM DEVELOPMENT. Develops effective, cohesive, disciplined team built on bonds of mutual trust, respect, and confidence.




                                             TACTICAL AND TECHNICAL PROFICIENCY. Demonstrates proficiency in required professional knowledge, judgment, and skills. Requires minimal supervision.




                                             DECISION MAKING. Makes well-informed, practical, and timely decisions with Commander's intent, even under pressure.




                                            DA Form 67-9-1a




                                            WORKSHEET
Aug 05, LTC Williams, Chief, CATD, USAMPS                                                                                                                                                                                                               UNCLASSIFIED                                   36
         DEVELOPMENTAL SUPPORT FORM (DSF)- FRONT SIDE: PARTS I & 2

                                                                                 PART I. INSTRUCTIONS

                     INITIAL COUNSELING                                                                               FOLLOW-UP COUNSELINGS

               PART II. CHARACTER- LEADER VALUES, ATTRIBUTES, SKILLS
               PART II CHARACTER.              Disposition of the leader: combination of values, attributes, and skills affecting leader actions. (See FM 22-100, PART TWO)



                1. HONOR: Identifies with public code of Army values (honor)                                         5. RESPECT: Promotes dignity, consideration, fairness, & EO

                2. INTEGRITY: Possesses sound moral values; honest in word and deed                                  6. SELFLESS-SERVICE: Places Army priorities before self
                3. COURAGE: Manifests physical and moral bravery                                                     7. DUTY: Fulfills professional, legal, and moral obligations
                4. LOYALTY: Bears true faith and allegiance to the U.S. Constitution, the ARMY, the unit, and the soldier


                  ATTRIBUTES                                MENTAL                                               PHYSICAL                                               EMOTIONAL
                Fundamental qualities and                   Possesses desire, will, initiative, and              Maintains appropriate level of physical                Displays self-control; calm under pressure
                characteristics                             discipline                                           fitness and military bearing
                  SKILLS (Competence)                      CONCEPTUAL                                            INTERPERSONAL                                           TECHNICAL
               Skill development is self-development;      Demonstrates sound judgment, critical /               Shows skill with people: coaching, teaching,            Possesses the necessary expertise to
               prerequisite to action                      creative thinking, moral reasoning                    counseling, motivating and empowering                   accomplish all tasks and functions

                                                        TACTICAL Demonstrates proficiency in required professional knowledge, judgment, and warfighting

                                                                                                                                                                                       FRONT SIDE DA FORM 67-9-1a
                                                                                                                                                                                                             Developmental Support FormJUNIOR OFFICER DEVELOPMENTAL SUPPORT FORM
                                                                                                                                                                                                                                      For use of this form, see AR 623-105; the proponent agency is ODCSPER
                                                                                                                                                                                    NAME OF RATED OFFICER (Last, Fir st, M I)                                               SSN                       GRADE          OR GANIZ ATION


                                                                                                                                                                                                            PART I - INSTRUCTIONS. Use of this form is mandatory for Lieutenants and WO1s; optional for all other ranks.
                                                                                                                                                                                                                   Initial face-to-face (Part II and III)                                                     Quarterly Follow-up Counselings (Part V - Reverse)
                                                                                                                                                                                      - Discuss duty description/major performance objectives from DA Form 67-9-1.                               - Discuss major performance objectives and progress made. Adjust as needed.
                                                                                                                                                                                      - Discuss Army leader values, attributes and skills as related to future duty                              - Discuss progress made on developmental tasks; update/modify tasks as
                                                                                                                                                                                        performance and professional development (Part II: Leader Character)                                       needed to continue developmental process.
                                                                                                                                                                                      - Complete Developmental Action Plan (Part III)- Record at least one                                       - Rater summarize key points in appropriate block of Part V.
                                                                                                                                                                                        developmental task for each leadership action that targets major performance                             - Rater and rated officer initial, date, and keep a file copy for use during later
                                                                                                                                                                                          objectives listed on DA Form 67-9-1.                                                                     counselings.
                                                                                                                                                                                      - Upon completion of the initial face-to-face counseling, date and initial Part IV
                                                                                                                                                                                        (verification). Obtain senior rater's initials. Rated officer and rater retain file                         NOTE: Reference for Army Leadership Doctrine is FM 22-100.
                                                                                                                                                                                          copy for use during later follow-up counselings.

                                                                                                                                                                                                        PART II CHARACTER.               Disposition of the l eader: c ombi nati on of values , attributes , and sk ills affecti ng l eader ac tions. ( See FM 22-100, PART TWO)
                                                                                                                                                                                                                                                                                  ARMY VALUES




                        DISCUSS
                                                                                                                                                                                     1. HONOR: Adherenc e to the Arm y's publ icly dec lared code of values                                     5. RESPECT: Promotes dignity, considerati on, fair ness , & EO
                                                                                                                                                                                     2. INTEGRITY: Possesses high pers onal m oral s tandar ds; hones t i n w ord and deed                      6. SELFLESS-SER VICE: Places Ar my pr iorities before self
                                                                                                                                                                                     3. COURAGE: Manifests phy sical and moral brav ery                                                         7. DUTY: Fulfills pr ofes sional, legal, and m oral obl igations
                                                                                                                                                                                     4. LOYALTY: Bears true faith and all egi anc e to the U.S. C ons tituti on, the ARMY, the uni t, and the s oldier


                                                                                                                                                                                        ATTRIBUTES                                  MENTAL                                                   PHYSICAL                                                   EMOTIONAL
                                                                                                                                                                                     Fundamental qual iti es and                    Possesses desir e, w ill, ini tiative, and               Maintains appropriate l evel of phys ical                  Displays sel f-control; c alm under pr essure
                                                                                                                                                                                     characteristics                                disci pline                                              fitness and mili tary bearing

                                                                                                                                                                                        SKILLS (Competence)                        CONCEPTUAL                                                INTERPERSONAL                                               TECHNICAL
                                                                                                                                                                                     Skill developm ent is part of s elf-          Demonstrates sound judgment, cr itic al /                 Shows skill wi th people: c oac hing, teachi ng,            Poss esses the necess ary expertis e to
                                                                                                                                                                                     development; prer equisi te to action         creative think ing, mor al r easoning                     counseling, m oti vating and empower ing                    accomplish al l task s and functi ons
                                                                                                                                                                                                                                TACTICAL Demons trates profi ciency i n requir ed professional know ledge, j udgm ent, and war fighting

                                                                                                                                                                                         PART III - DEVELOPMENTAL ACTION PLAN. Development tasks that target maj or performance objec tives on the DA Form                                      67- 9-1. (See FM 22-100, PART THREE)

                                                                                                                                                                                                                                      INFLUENCING: Communicating, Decision Making, Motivating
                                                                                                                                                                                    COMMUNICATING. Articulates written and oral ideas/concepts clearly and concisely. Message received equals message sent. Displays effective listening skills.




                                                                                                                                                                                    DECISION MAKING. Reaches sound, logical decisions based on analysis/synthesis of information, and uses sound judgement to allocate resources and select
                                                                                                                                                                                    appropriate course(s) of action.




                                                                                  LEADER CHARACTER                                                                                  MOTIVATING. Inspires, motivates, and guides others towards mission accomplishment. Sets the example by being in excellent physical / mental condition and
                                                                                                                                                                                    consistently displaying proper military bearing.




                                                                                         Rater expectations
                                                                                         Rated officer input
                                                                                                                                                                                                                                                   OPERATING: Planning, Executing, Assessing
                                                                                                                                                                                    PLANNING. Uses critical and creative thinking to develop executable plans that are suitable, acceptable, and feasible.




                                                                                          Relate to duties                                                                          EXECUTING. Shows tactical and technical proficiency; meets mission standards; takes care of people/resources. Maximizes the use of available systems and
                                                                                                                                                                                    technology. Performs well under physical and mental stress.




                                                                                                                                                                                    DA Form 67-9-1a




Aug 05, LTC Williams, Chief, CATD, USAMPS                                                             UNCLASSIFIED                                                                                                                                                                                                                                                                            37
            DEVELOPMENTAL SUPPORT FORM (DSF)- PART III

                               PART III. DEVELOPMENTAL ACTION PLAN
                  PART III - DEVELOPMENTAL ACTION PLAN.                  Development tasks that target major performance objectives on the DA Form 67-9-1. (See FM 22-100, PART THREE)

                                                      INFLUENCING: Communicating, Decision Making, Motivating
              COMMUNICATING. Articulates written and oral ideas/concepts clearly and concisely. Message received equals message sent. Displays effective listening skills.




                     (1) Provide an oral OPORD brief to CO/XO during FTX in April.
               DECISION MAKING. Reaches sound, logical decisions based on analysis/synthesis of information, and uses sound judgment to choose appropriate alternative(s).




               (7) Facilitate a discussion on the ethical decision making during
               June OPD.
               MOTIVATING. Inspires, motivates, and guides others towards mission accomplishment. Sets the example by being in excellent physical / mental condition and     FRONT SIDE DA FORM 67-9-1a
                                                                                                                                                                                                                              JUNIOR OFFICER DEVELOPMENTAL SUPPORT FORM
                                                                                                                                                                                                                               For use of this form, see AR 600-8-18; the proponent agency is ODCSPER

               consistently displaying proper military bearing.                                                                                                           NAME OF RATED OFFICER (Last , Fir st, M I)                                                SSN                         G RADE      OR GANIZ ATION


                                                                                                                                                                                                   PART I - INSTRUCTIONS. Use of this form is mandatory for Lieutenants and WO1s; optional for all other ranks.
                                                                                                                                                                                                          Initial face-to-face (Part II and III)                                                         Periodic Follow-up Counselings (Part IV - Reverse)
                                                                                                                                                                            - Discuss duty description/major performance objectives from DA Form 67-9-1.                                - Discuss major performance objectives and progress made. Adjust as needed.
                                                                                                                                                                            - Discuss Army Values/leader attributes and skills as related to future duty                                - Discuss progress made on developmental tasks; update/modify tasks as
                                                                                                                                                                              performance and professional development (Part II: Leader Character)                                        needed to continue developmental process.
                                                                                                                                                                            - Complete Developmental Action Plan (Part III)- Record at least one                                        - Rater summarize key points in appropriate block of Part V.
                                                                                                                                                                              developmental task for each leadership action that targets major performance                              - Rater and rated officer initial, date, and keep a file copy for use during later
                                                                                                                                                                              objectives listed on DA Form 67-9-1.                                                                        periodic counselings.
                                                                                                                                                                            - Upon completion of the initial face-to-face counseling, date and initial Part IV
                                                                                                                                                                               (verification). Obtain senior rater's initials. Rated officer and rater retain file                          NOTE: Reference for Army Leadership Doctrine is FM 22-100.
                                                                                                                                                                               copy for use during later periodic follow-up counselings.

                                                                                                                                                                           PART II CHARACTER. Disposition of t he l eader: c ombi nati on of values , at tributes , and sk ills affect ing l eader       acti ons. (See FM 22-100, PART TWO)




                 (3,6) Lead Platoon PT every Monday in April- set the example!                                                                                              1. HONOR: Ident ifies with publ ic code of Army values (honor)

                                                                                                                                                                            2. INTEGRITY: Possesses sound m oral v alues; hones t i n w ord and deed
                                                                                                                                                                            3. COURAGE: Manifest s phy sical and moral brav ery
                                                                                                                                                                            4. LOYALTY: Bears true faith and allegiance t o the U. S. C onst itut ion, the ARM Y, t he unit, and the sol dier


                                                                                                                                                                               ATTRIBUTES
                                                                                                                                                                            Fundament al quali ties and
                                                                                                                                                                            characteristics
                                                                                                                                                                                                                           MENTAL
                                                                                                                                                                                                                           Possesses desir e, wil l, ini tiativ e, and
                                                                                                                                                                                                                           discipline
                                                                                                                                                                                                                                                                                        5. RESPECT: Prom otes digni ty, c onsiderati on, f airness, & EO

                                                                                                                                                                                                                                                                                        6. SELFLESS- SERVICE: Places Army prioriti es before self
                                                                                                                                                                                                                                                                                        7. DUTY: Fulfills pr ofess ional , legal, and moral obligations




                                                                                                                                                                                                                                                                                    PHYSICAL
                                                                                                                                                                                                                                                                                    Maintains appr opriate level of phy sical
                                                                                                                                                                                                                                                                                    fitness and m ilitary bearing
                                                                                                                                                                                                                                                                                                                                              EMOTIONAL
                                                                                                                                                                                                                                                                                                                                              Display s self- control ; calm under pressure

                                                                                                                                                                               SKILLS (Competence)                         CONCEPTUAL                                               INTERPERSONAL                                              TECHNICAL
                                                                                                                                                                           Skill development is self-development;          Demonstrates s ound judgm ent, criti cal /               Shows skill with people: coaching, t eaching,              Possesses the necess ary expertis e to
                                                                                                                                                                           prerequisi te t o ac tion                       creative think ing, moral reas oning                     counseling, m otiv ating and em powering                   accomplis h all task s and func tions

                                                                                                                                                                                                                       TACTICAL Demonstrates profi ciency i n requir ed professional know ledge, j udgm ent, and war fighting

                                                                                                                                                                               PART III - DEVELOPMENTAL ACTION PLAN. Development tasks                                    that target maj or performance objec tives on the DA Form 67- 9-1. (See F M 22-100, PART THREE)

                                                                                                                                                                                                                             INFLUENCING: Communicating, Decision Making, Motivating
                                                                                                                                                                          COMMUNICATING. Articulates written and oral ideas/concepts clearly and concisely. Message received equals message sent. Displays effective listening skills.




                                                                                                                                                                           DECISION MAKING. Reaches sound, logical decisions based on analysis/synthesis of information, and uses sound judgement to choose appropriate alternative(s).




                                                                                                                                                                           MOTIVATING. Inspires, motivates, and guides others towards mission accomplishment. Sets the example by being in excellent physical / mental condition and
                                                                                                                                                                           consistently displaying proper military bearing.




                                                                                                                                                                                                                                          OPERATING: Planning, Executing, Assessing
                                                                                                                                                                           PLANNING. Uses critical and creative thinking to develop executable plans that are suitable, acceptable, and feasible.




                                                                                                                                                                          EXECUTING. Shows tactical and technical proficiency; meets mission standards; takes care of people/resources. Maximizes the use of available systems and
                                                                                                                                                                          technology. Performs well under physical and mental stress.




• Target performance objectives on Support Form                                                                                                                           DA Form 67-9-1a




• At least one developmental task per leader action
• Tasks should be specific, measurable, and achievable
Aug 05, LTC Williams, Chief, CATD, USAMPS                                              UNCLASSIFIED                                                                                                                                                                                                                                                                      38
       DEVELOPMENTAL SUPPORT FORM (DSF)- PARTS IV AND V

                                                         PART IV. VERIFICATION
              PART IV - VERIFICATION:       Rater initials             Rated officer initials      Date            senior rater initials



                          PART V. DEVELOPMENTAL ASSESSMENT RECORD
                PART V - DEVELOPMENTAL ASSESSMENT RECORD. Summary of key points made during follow-up counselings. Highlight progress and
                 strengths observed as well as developmental needs across values, attributes, skills, and actions.
                                                              1st Assessment          Key Points



                        participative                                                                                     candid
                                                                                                                                REVERSE SIDE DA FORM 67-9-1a




                                                         NOT A RATING!!
                                                                                                                              ASSESSING. Uses after-action and evaluation tools to facilitate consistent improvement.




                                                                                                                                                                                        IMPROVING: Developing, Building, Learning
                                                                                                                              DEVELOPING. Teaches, trains, coaches and counsels subordinates increasing their knowledge, skills and confidence.




                        constructive                                                                                     positive
                                                                                                                              BUILDING . Develops effective, disciplined, cohesive, team built on bonds of mutual trust, respect, and confidence. Fosters ethical climate.




                                                                                                                              LEARNING. Actively seeks self-improvement (individual study, professional reading, etc.), and fosters a learning environment in the unit (IPRs, AARs, NCOPD, etc.)




              Rated officer initials        Rater initials              Date
                                                                                                                              PART IV - VERIFICATION:                      Rater initials                 Rated officer initials                    Date                 Senior rater initials
                                                                                                                              PART V - DEVELOPMENTAL ASSESSMENT RECORD. Summary of key points made during follow-up counselings. Highlight progress and
                                                                                                                               strengths observed as well as further development needed.
                                                                                                                                                                                                 1st Assessment           Key Points




                                                                                                                              Rated officer initials                 Rater initials                        Date
                                                                                                                                                                                                  2nd Assessment           Key Points




                                         Summary of key points                                                                 Rated officer initials                  Rater initials                        Date
                                                                                                                                                                                                   3rd Assessment           Key Points




                             -- discussion of values, attributes, skills                                                       Rated officer initials                  Rater initials                        Date




                             -- progress on developmental tasks and focus
                             -- noted strengths
                             -- further needs for focus/improvement
                             -- rater/rated officer initials and date of counseling

Aug 05, LTC Williams, Chief, CATD, USAMPS                             UNCLASSIFIED                                                                                                                                                                                                                 39
                                 Masking Early OERs

                           OERs moved to
                     restricted section of OMPF.



                     2LT/WO1                1LT                  CPT/CW3


   • WO1 reports “masked” after selection to CW3               Remember all
                                                              LT OERs are seen
   • LT reports masked after promotion to CPT                  by CPT Board.

      - Initial Requirement - YG 87 and later (e.g. YG 88/89)
      - Ongoing Requirement - Upon promotion to CPT
      - ORB lists duty positions even when OERs are ―masked‖
      - When you see a BQ (command) or key staff job on ORB
        with no OER on file; OER was a LT report and therefore
        “masked”
Aug 05, LTC Williams, Chief, CATD, USAMPS         UNCLASSIFIED                   40
                          TYPES OF EVALUATION

  AR 623-105, Chapter 3
   Section VII: Mandatory Reports – 90 day minimum
   Section VIII: Mandatory Reports – Other than 90 day minimum
   Section IX: Optional Reports

                                   • CHANGE OF DUTY
                                   • CHANGE OF RATER
                                   • ANNUAL
                                   • COMPLETE THE RECORD
                                   • RELIEF FOR CAUSE
                                   • OTHER – SPECIAL SITUATIONS


Aug 05, LTC Williams, Chief, CATD, USAMPS     UNCLASSIFIED        41
                                                                                   DA FORM 67-9 (FRONT SIDE)
                             OFFICER EVALUATION REPORT                                                                                                                                                         SEE PRIVA CY ACT STATEMENT
                                                                                                                                                                                                                    ON DA FORM 67-9-1
                        For use of this form, see AR 623-105; the proponent agency is ODCSPER




                                                                                                                                                                                                                                                                       1. Be careful with ―P‖ indicator
                                                                                                               PART I - ADMIN ISTRATIVE DATA
       a. NAME ( Last, First, Middle Initial )                                                                         b. SSN                               c. RANK                 d. DATE OF RANK                e. BRANCH       f. DES IGNATE D        P MOS ( WO
                                                                                                                                                                            Y ear          Month             Day                                IE
                                                                                                                                                                                                                                     S P E CIALT S



       g. UNIT, ORG., STATION, ZIP CODE OR APO, MAJOR COMMAND
                                                                                                                                                                               1           h. REASON FOR SUBMISSION
                                                                                                                                                                                                                                                                              (AR 623-105, para 2-8)
                       i. PERIOD COVERED                                              j. RATED       k. NONRATED           l. NO. OF     m. RATED OFFICER COPY (Check one and date)                                     n. PSB         o. CMD CODE p. PSB CODE
                    FROM                                     THRU                      MONTHS           CODES                  ENCL                                                                   Date              INITIALS
                                                                                                                                               1. Given to Officer
         Y ear      M onth       Day             Y ear       M onth       Day


                                                                                                                                               2. Forwarded to Officer




       a. NAME OF RATER ( Last, First, MI )
                                                                            PART II - AUTHENTICATION ( Rated officer sig nature verifies PART I data and R ATING OFFIC IALS ONLY )
                                                                                   SSN                              RANK               POSITION                                     SIGNATURE                                             DATE
                                                                                                                                                                                                                                                                       2. RO signs last, Allow for Time
       b. NAME OF INTERMEDIATE R ATER ( Last, First, MI )                          SSN



                                                                                   SSN
                                                                                                                    RANK



                                                                                                                    RANK
                                                                                                                                       POSITION



                                                                                                                                       POSITION
                                                                                                                                                                                    SIGNATURE



                                                                                                                                                                                    SIGNATURE
                                                                                                                                                                                                                                          DATE



                                                                                                                                                                                                                                          DATE
                                                                                                                                                                                                                                                                       SR uses AKO address when
       c. NAME OF SENIOR RATER ( Last, First, MI )



       SENIOR RATER'S ORGANIZATION                                                                                  BRANCH             SENIOR RATER TELEPHONE NUMBER                E-MAIL ADDRESS                                                                     possible.
                                                                                                                    d. This is a referred report, do you wish to make comments?
                                                                                                                                                                                    2
                                                                                                                                                                                    e. SIGNATURE OF RATED OFFICER                         DATE

                                                                                                                                         Yes, comments are attached          No

                                                                                                                PART III - DUTY DESCRIPTION

       a. PRINCIPAL DUTY TITLE                                                                                                                                                      b. POSITION AOC / BR

       c. SIGNIFICANT DUTIES AND R ESPONSIBILITIES. REFER TO PART IVa, DA FORM 67- 9-1

                                                                                                                                                                                                                                                                       3. Lists Scope & degree of
                                                                                                                           3                                                                                                                                           responsibility in terms of:
                                                                                                                                                                                                                                                                       resources, people, facilities &
                                                                                       PART IV - PERFORM ANCE EVAL UATION - PROFESSIONALISM ( Rater)

                                                                      CHARACTER Disposition of the l eader: c ombi nati on of values , attributes , and sk ills affecting leader acti ons
                                                                                                                                                                                                                                                                       budget.
       a. ARMY VALUES (Comments mandat ory for all " NO" entries. Use PART Vb.)                                            YES         NO                                                                                                                 YES     NO

           1. HONOR: Adherenc e to the Arm y's publ icly dec lared code of values                                                                 5. RESPECT: Promotes dignity, considerati on, fair ness , & EO
           2. INTEGRITY: Possesses high pers onal m oral s tandar ds; hones t i n w ord and deed                                                  6. SELFLESS-SERVICE: Places Ar my pr iorities before self
           3. COURAGE: Manifests phy sical and moral brav ery                                                                                     7. DUTY: Fulfills pr ofes sional, legal, and m oral obl igations
           4. LOYALTY: Bears true faith and allegianc e to the U.S. C ons tituti on, the Army , the uni t, and the s oldier
                                                                                                                                                                                                                                                                       4. No is Bad
                                                                                                                            4
        b. LEADER ATTRIBUTES / SKILLS / ACTIONS: First, mark "YES" or " NO" for each block. Second, choose a total of si x that best desc ribe the rated offic er. Select one from ATTR IBUTES, two from
        SKILLS(Competenc e), and three fr om ACTIONS(LEADERSHIP). Plac e an "X" in the appr opri ate numbered box with optional c omments in PART Vb. Comments ar e mandatory for all "N O" entries in PART Vb.

        b.1. ATTRIBUT ES (Sel ect 1)
        Fundamental qual iti es and
        characteristics
                                                             1.        MENTAL
                                                                                                    YES     NO

                                                                       Possesses desir e, w ill, ini tiative, and
                                                                       disci pline
                                                                                                                                  2.        PHYSICAL

                                                                                                                                            fitness and mili tary bearing
                                                                                                                                                                           YES      NO

                                                                                                                                            Maintains appropriate l evel of phys ical
                                                                                                                                                                                                      3.     EMOTIONAL
                                                                                                                                                                                                                                          YES        NO

                                                                                                                                                                                                             Displays sel f-control; c alm under pr essure                Leader Word Picture -
                                                                                                                                                                                                                                                                                No “School Solution”
                                                             1.                                     YES     NO                    2.                                       YES      NO                3                                   YES        NO
        b.2. SKILLS (Competence)                                       CONCEPTUAL                                                           INTERPERSONAL                                                    TECHNICAL
                    (Select 2)                                         Demonstrates sound judgment, cr itic al /                            Shows skill wi th people: c oac hing, teachi ng,                 Poss esses the necess ary expertis e to
                                                                       creative think ing, mor al r easoning                                counseling, m oti vating and empower ing                         accomplish al l task s and functi ons
         Skill developm ent is part of s elf-
                                                             4.        TACTICAL Demons trates profi ciency i n requir ed professional know ledge, j udgm ent, and war fighting                                                            YES        NO
         development; prer equisi te to action

        b.3. ACTIONS (LEAD ERSHIP) (Select 3) M ajor activ ities leaders perfor m: influencing, oper ating, and impr oving

              INFLUENCING
          Method of reaching goals while
          operating / impr oving
                                                             1.        COMMUNICATING                YES     NO

                                                                       Displays good oral , wr itten, and l istening
                                                                       skills for individuals / groups
                                                                                                                                  2.        DECISION-MAKING

                                                                                                                                            and uses r esour ces w isely
                                                                                                                                                                           YES      NO

                                                                                                                                            Employs sound judgment, logic al reasoning
                                                                                                                                                                                                      3.     MOTIVATING                   YES        NO

                                                                                                                                                                                                             Inspi res, motivates, and guides other s toward
                                                                                                                                                                                                             mission ac complishment
                                                                                                                                                                                                                                                                         Important to CFD Board
                 OPERATING                                    4.                                    YES     NO                    5.                                       YES      NO                6.                                  YES        NO
                                                                       PLANNING                                                             EXECUTING                                                        ASSESSING
           Short- term m ission                                        Develops detailed, executabl e pl ans that are                       Shows tac tical pr ofic ienc y, m eets mis sion                  Uses after-ac tion and evaluation tool s to
           accom pli shm ent                                                                                                                standards, and tak es car e of people/res our ces                facilitate consis tent improvement


                                                                                                                                                                                                                                                                       5. New! Effective 1 Oct 04
                                                                       feasibl e, acc eptabl e, and suitable
                 IMPROVING                                    7.                                    YES     NO                    8.                                       YES      NO                9.                                  YES        NO
                                                                        DEVELOPING                                                          BUILDING                                                         LEARNING
        Long-term impr ovement in the Army,                            Invests adequate ti me and effor t to develop                        Spends tim e and resour ces impr oving teams,                    Seeks sel f-im prov ement and or gani zati onal
        its people and organiz ati ons                                 indivi dual subordi nates as leaders                                 groups , and units; fos ters ethical cli mate                    growth; envis ioning, adapting and leading c hange

       c. APFT:                                          D ATE:
       d. JUNIOR OFFICER DEVELOPMENT- MANDATORY YES OR NO ENTRY FOR R ATERS OF LT s AND WO1s.
                                                                                                    H EIGH T :


                 WERE DEVELOPMEN TAL TASKS RECORDED ON DA FOR M 67-9- 1a AND QUARTER LY FOLLOW-UP C OUNSELINGS CON DUCTED?
                                                                                                                                                    WEIGHT:



                                                                                                                                                                                                   5
                                                                                                                                                                                                             YES                NO                    NA               For Evaluation of Raters of
                                                                                                                                                                                                                                                                       CPTs/LTs & CW2s/WO1s
                                                                                               REPLACES DA FORM 67-8, 1 SEP 79, WHICH I S OBSOLETE, 1 OCT 97
       DA FORM 67 - 9

Aug 05, LTC Williams, Chief, CATD, USAMPS                                                                                                                                                                  UNCLASSIFIED                                                                            42
       NAME
                                                                    DA FORM 67-9 (REVERSE SIDE)
                                                                                            SSN                                            PERIOD COVERED

                                                                     PART V - PERFORMANCE AND POTENTI AL EVALUATI ON (Rater)




  6
      a. EVALUATE THE RATED OFFICER'S PERFORMANCE DURING THE RATI NG PERIOD AND HIS/ HER POTENTIAL FOR PROMOTION
                  OUTSTANDING PERFORMANCE,
                       MUST PROMOTE
                                                                            SATISFACTORY PERFORMANCE,
                                                                                    PROMOTE
                                                                                                                                UNSATISFACTORY PERFORMANCE,
                                                                                                                                       DO NOT PROMOTE
                                                                                                                                                                                                      OTHER
                                                                                                                                                                                                      (Explain)                6. To Date Most RO’s viewed
      b. COMMENT ON SPECIF IC ASPECTS OF THE PERFORMANCE AND POTENTIAL FOR PR OMOTION. REFER TO PART III, DA FOR M 67-9 AND PART IVa, b, AND c DA FORM 67-9-1.

                                                                                                                                                                                                                               as Outstanding
                                                                                                                                                                                                                               7. Performance & Potential
                                                                                              7
                                                                                                                                                                                                                               Authorized: Double space between
                                                                                                                                                                                                                               Performance & Potential
                                                                                                                                                                                                                               comments (MSG 02-220)

                                                                                                                                                                                                                               8. NOT for Potential -
      c. IDENTIFY ANY UNI QUE PROF ESSIONAL SKILLS OR AREAS OF EXPERTISE OF VALUE T O THE AR MY THAT THIS OFF ICER POSSESSES. FOR ARMY COMPETI TIVE CAT EGORY CPT THROUGH LTC, ALSO INDI CATE A POTENTIAL
                                                                                                                                                                                                                               Optional: Unique Professional
      CAREER FIELD FOR FUTUR E SERVICE.

                                                                                                                                                                                                                               Skills/Expertise
                                                                                                  8
                                                                                                                                                                                                                               Mandatory: For ACC CPT thru LTC
                                                                                                                                                                                                                               - must recommend a Career Field
                                                                                         PART VI - INTERMEDIATE RATER




                                                                                                                                                                                                                               (CF/BR or CF/FA)
                                                                                                                                                                                                                               9. No Part VII b Box Check For
      a. EVALUATE THE RATED OF FICER'S PROMOTION POTENTI AL TO THE NEXT HIGHER GRADE
                                                                                            PART VII - SENI OR RATER

                                                                                                                                                  I currentl y senior rat e_______________offi cer( s) i n this grade
                                                                                                                                                                                                                               Evaluations on MG/CPTs/LTs &
                                                                                                                 OTHER (Explain below)           A completed DA Form 67-9-1 was received with this report and considered
                BEST QUALIFIED                   FULLY QUALIFIED               DO NOT PROMOTE

      b. POTENTIAL COMPARED WITH OF FICERS SENIOR
      RATED IN SAME GRADE (OVERPRINTED BY DA)
                                                             c. COMMENT ON PERFORMANCE / POT ENTIAL
                                                                                                                                                 in my evaluation and review             YES               NO (Explain in c)

                                                                                                                                                                                                                               CW5/CW2s/WO1s (effective 1
                            9                                                                                                                                                                                                  Oct 04)
               ABOVE CENTER OF MASS
               (Less t han 50% in t op box; Cent er of
                 M ass i f 50% or m ore i n top box)


               CENTER OF MASS
                                                                                                                                                                                                                               10. Quantifiable Performance
              BELOW CENTER OF MASS                                                                                          10                                                                                                 & Potential Comments in
                    RETAIN

              BELOW CENTER OF MASS
                                                                                                                                                                                                                               narrative (VIIc), Three Future
                  DO NOT RETAIN                              d. LIST 3 FUTURE ASSIGNMENTS F OR WHICH T HIS OFFICER IS BEST SUITED. FOR ARMY COMPETITIVE C ATEGORY CPT THROUGH LTC, ALSO INDICATE A POTENTIAL
                                                             CAREER FIELD FOR FUTUR E SERVICE.
                                                                                                                                                                                                                               Assignments and Career Field
Aug 05, LTC Williams, Chief, CATD, USAMPS                                                                                                                 UNCLASSIFIED
                                                                                                                                                                                                                               in (VIId) should be consistent
                                                                                                                                                                                                                                                            43
                               OER Processing Issues
      •     Part II - Invalid Rater/Senior Rater
                      * When CPTs get promoted to MAJ minimum grade for SR Changes

      •     Part II - Referred OER not referred

      •     Part IIc. - Incorrect SSN & branch for Senior Rater

      •     Part IVb. - Block checks missing

      •     Part IVd. - HT/WT Yes/No missing

      •     Part IVd. - DSF evaluation incorrectly annotated (New for CPT & CW2s,
            effective 1 Oct 04)

      •     Part Vb. - No potential comments (mandatory)

      •     Part Vc. - Potential comments in this block should only be for unique skills
                     - No recommended Career Field


Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED                                   44
                                            OER Issues Con’t


         • Part Vc. – Career Fields for Special Branches (not required)

         • Part VIIa. – Number of “currently senior rated officers”
           incorrect/blank

         • Part VIIb. - No Part VIIb box check for MG/CPT/LT &
           CW5/CW2/WO1s (expansion effective 1 Oct 04)

         • Part VIId. – Missing recommended Career Field/Future
         Assignments

         • Required Enclosures missing with OER



Aug 05, LTC Williams, Chief, CATD, USAMPS       UNCLASSIFIED              45
                    OER ADMINISTRATIVE DATA -- PARTS I, II, III

                                                                                                                                                                                    SEE PRIVACY ACT STATEMENT
                           OFFICER EVALUATION REPORT
                       For use of this form, see AR 623-105; the proponent agency is ODCSPER                                                                                            ON DA FORM 67-9-1

                                                                                              PART I - ADMINISTRATIVE DATA
       a. NAME ( Last, First, Middle Initial )                                                        b. SSN                        c. RANK               d. DATE OF RANK            e. BRANCH      f. DESIGNATED   PMOS ( WO
                                                                                                                                                   Year        Month          Day                     SPECIALTIES




       g. UNIT, ORG., STATION, ZIP CODE OR APO, MAJOR COMMAND                                                                                                     h. REASON FOR SUBMISSION



                      i. PERIOD COVERED                                   j. RATED      k. NONRATED    l. NO. OF   m. RATED OFFICER COPY (Check one and date)                            n. PSB         o. CMD CODEp. PSB CODE
                   FROM                            THRU                    MONTHS          CODES           ENCL                                                             Date         INITIALS
                                                                                                                         1. Given to Officer
         Year      Month         Day       Year    Month      Day


                                                                                                                         2. Forwarded to Officer


                                                                PART II - AUTHENTICATION ( Rated officer signature verifies PART I data and RATING OFFICIALS ONLY )
       a. NAME OF RATER ( Last, First, MI )                            SSN                       RANK          POSITION                                   SIGNATURE                                       DATE



       b. NAME OF INTERMEDIATE RATER ( Last, First, MI )               SSN                       RANK          POSITION                                   SIGNATURE                                       DATE



       c. NAME OF SENIOR RATER ( Last, First, MI )                     SSN                       RANK          POSITION                                   SIGNATURE                                       DATE



       SENIOR RATER'S ORGANIZATION                                                              BRANCH         SENIOR RATER TELEPHONE NUMBER              E-MAIL ADDRESS


                                                                                                d. This is a referred report, do you wish to make comments? SIGNATURE OF RATED OFFICER
                                                                                                                                                          e.                                              DATE

                                                                                                                   Yes, comments are attached       No
                                                                                               PART III - DUTY DESCRIPTION

       a. PRINCIPAL DUTY TITLE                                                                                                                            b. POSITION AOC / BR

       c. SIGNIFICANT DUTIES AND RESPONSIBILITIES. REFER TO PART IVa, DA FORM 67- 9-1




Aug 05, LTC Williams, Chief, CATD, USAMPS                                                              UNCLASSIFIED                                                                                                              46
                                 PROFESSIONALISM - PART IV
                                                                 PART IV - PERFORMANCE EVALUATION - PROFESSIONALISM ( Rater)

                                                CHARACTER           Disposition of the leader: combination of values, attributes, and skills   affecting leader actions

 a. ARMY VALUES (Comments mandatory for all "NO" entries. Use PART Vb.)                           YES     NO                                                                                                      YES      NO

   1. HONOR: Adherence to the Army's publicly declared code of values                                              5. RESPECT: Promotes dignity, consideration, fairness, & EO
   2. INTEGRITY: Possesses high personal moral standards; honest in word and deed                                  6. SELFLESS-SERVICE: Places Army priorities before self
   3. COURAGE: Manifests physical and moral bravery                                                          7. DUTY: Fulfills professional, legal, and moral obligations
   4. LOYALTY: Bears true faith and allegiance to the U.S. Constitution, the Army, the unit, and the soldier

 b. LEADER ATTRIBUTES / SKILLS / ACTIONS:          First, mark "YES" or "NO" for each block. Second, choose a total of six that best describe the rated officer. Select one from ATTRIBUTES, two from
 SKILLS(Competence), and three from ACTIONS(LEADERSHIP). Place an "X" in the appropriate numbered box with optional comments in PART Vb.          Comments are mandatory for all "NO" entries in PART Vb.


 b.1. ATTRIBUTES (Select 1)                                                   YES     NO                                                       YES   NO               3.                              YES    NO
                                           1.     MENTAL                                                2.      PHYSICAL                                                   EMOTIONAL
 Fundamental qualities and                        Possesses desire, will, initiative, and                       Maintains appropriate level of physical                    Displays self-control; calm under pressure
 characteristics                                  discipline                                                    fitness and military bearing
                                                                              YES     NO                2.                                     YES   NO                                               YES    NO
 b.2. SKILLS (Competence)                  1.     CONCEPTUAL                                                    INTERPERSONAL                                         3    TECHNICAL
            (Select 2)                            Demonstrates sound judgment, critical /                       Shows skill with people: coaching, teaching,               Possesses the necessary expertise to
                                                  creative thinking, moral reasoning                            counseling, motivating and empowering                      accomplish all tasks and functions
  Skill development is part of self-
                                                  TACTICAL Demonstrates proficiency in required professional knowledge, judgment, and warfighting                                                     YES    NO
  development; prerequisite to action      4.

 b.3.   ACTIONS (LEADERSHIP) (Select 3) Major activities leaders perform: influencing, operating, and improving

                                                 COMMUNICATING                YES     NO                                                       YES   NO                                               YES    NO
     INFLUENCING                           1.                                                           2.      DECISION-MAKING                                       3.   MOTIVATING
  Method of reaching goals while                  Displays good oral, written, and listening skills                                                                        Inspires, motivates, and guides others toward
                                                                                                                Employs sound judgment, logical reasoning
  operating / improving                           for individuals / groups                                                                                                 mission accomplishment
                                                                                                                and uses resources wisely
                                                                              YES     NO                5.                                     YES   NO               6.                              YES    NO
        OPERATING                          4.     PLANNING                                                      EXECUTING                                                  ASSESSING
   Short- term mission                            Develops detailed, executable plans that are                  Shows tactical proficiency, meets mission                  Uses after-action and evaluation tools to
   accomplishment                                 feasible, acceptable, and suitable                            standards, and takes care of people/resources              facilitate consistent improvement

        IMPROVING                                                             YES     NO                                                       YES   NO                                               YES    NO
                                           7.     DEVELOPING                                            8.      BUILDING                                              9.   LEARNING
 Long-term improvement in the Army,               Invests adequate time and effort to develop                   Spends time and resources improving teams,                 Seeks self-improvement and organizational
 its people and organizations                     individual subordinates as leaders                            groups, and units; fosters ethical climate                 growth; envisioning, adapting and leading change

 c. APFT:                               DATE:                                  HEIGHT :                              WEIGHT:
 d. JUNIOR OFFICER DEVELOPMENT: - MANDATORY YES OR NO ENTRY FOR RATERS OF LTs AND WO1s.
                                                                                                      Oct
              Part IVd. Mandatory Yes or No Box Check for Raters of CPT, LT, CW2 and WO1 (effective 1NO 04)
        WERE DEVELOPMENTAL TASKS RECORDED ON DA FORM 67-9-1a AND
                                                   QUARTERLY FOLLOW-UP COUNSELINGS CONDUCTED?
                                                                                              YES                                                                                                               NA

                                                                         REPLACES DA FORM 67-8, 1 SEP 79, WHICH IS OBSOLETE, 1 OCT 97
 DA FORM 67 - 9
Aug 05, LTC Williams, Chief, CATD, USAMPS                                                             UNCLASSIFIED                                                                                                         47
          RATER AND INTERMEDIATE RATER EVALUATIONS -
                          PART V & VI
                   NAME                                                                         SSN                                        PERIOD COVERED

                                                                           PART V - PERFORMANCE AND POTENTIAL EVALUATION (Rater)
                   a. EVALUATE THE RATED OFFICER'S PERFORMANCE DURING THE RATING PERIOD AND HIS/HER POTENTIAL FOR PROMOTION


      Va                     OUTSTANDING PERFORMANCE,
                                  MUST PROMOTE
                                                                                 SATISFACTORY PERFORMANCE,
                                                                                        PROMOTE
                                                                                                                                 UNSATISFACTORY PERFORMANCE,
                                                                                                                                       DO NOT PROMOTE
                   b. COMMENT ON SPECIFIC ASPECTS OF THE PERFORMANCE AND POTENTIAL FOR PROMOTION. REFER TO PART III, DA FORM 67-9 AND PART III a, b, AND c DA FORM 67-9-1.
                                                                                                                                                                                      OTHER
                                                                                                                                                                                      (Explain)




                                                       Vb - RATER NARRATIVE:
                                                              Performance and Potential

                                            (can be separated by double space)
                                                   MILPER MSG 02-220

 Part Vc Optional -Unique Professional Skills/Expertise
                  c. IDENTIFY ANY UNIQUE PROFESSIONAL SKILLS OR AREAS OF EXPERTISE OF VALUE TO THE ARMY THAT THIS OFFICER POSSESSES. FOR ARMY COMPETITIVE CATEGORY CPT THROUGH LTC,
                  ALSO INDICATE A POTENTIAL CAREER FIELD FOR FUTURE SERVICE.




  Two Parts          Mandatory - must recommend a career field (CF/Br or CF/FA)
                      (Effective 1 JAN 99)
                                                                                             PART VI - INTERMEDIATE RATER




                                 PART VI - INTERMEDIATE RATER NARRATIVE


Aug 05, LTC Williams, Chief, CATD, USAMPS                                                   UNCLASSIFIED                                                                                          48
         SENIOR RATER’S PORTION - PART VII
                                                                                  PART VII - SENIOR RATER
   a. EVALUATE THE RATED OFFICER'S PROMOTION POTENTIAL TO THE NEXT HIGHER GRADE                                                  I currently senior rate______________officer(s) in this grade
            BEST QUALIFIED             FULLY QUALIFIED               DO NOT PROMOTE                   OTHER(Explain below)        A completed DA Form 67-9-1 was received with this report and considered
                                                                                                                                  in
                                                                                                                                 in my evaluation and review          YES                NO (Explain in c)

   b. POTENTIAL COMPARED WITH OFFICERS SENIOR     c. COMMENT ON PERFORMANCE / POTENTIAL
   RATED IN SAME GRADE (OVERPRINTED BY DA)




           ABOVE CENTER OF MASS
           (Less than 50% in top box; Center of
             Mass if 50% or more in top box)            “THE MOST IMPORTANT PART”
           CENTER OF MASS


          BELOW CENTER OF MASS
                                                                                                     “E/P/C/S”
                 RETAIN

          BELOW CENTER OF MASS
              DO NOT RETAIN
                                                  d. LIST 3 FUTURE ASSIGNMENTS FOR WHICH THIS OFFICER IS BEST SUITED. FOR ARMY COMPETITIVE CATEGORY CPT THROUGH LTC, ALSO INDICATE A
                                                  POTENTIAL CAREER FIELD FOR FUTURE SERVICE.




Aug 05, LTC Williams, Chief, CATD, USAMPS                                           UNCLASSIFIED                                                                                                             49
                                 ANATOMY OF A GOOD
                                   OER NARRATIVE

   Line 1                            SPECIFIC                     “top 2 of 5; top 5% I’ve
                                       Enumeration                   seen; the best,...”
                                            CANNOT SAY: 6+/ACOM OFFICER!!

   Lines 2-3                         Performance                  1 to 2 “big-ticket” item(s)


   Lines 4-5                         Potential for                “Must select BZ; Promote to
                                            – Promotion             ___ now”
                                            – Command             “Can command a ____ with
                                            – School                distinction today”
                                                                  “Select 1st look for ____”


Aug 05, LTC Williams, Chief, CATD, USAMPS          UNCLASSIFIED                                 50
                                            E-P-C-S

         • ENUMERATION
         • POTENTIAL FOR:
                – PROMOTION
                – COMMAND
                – SCHOOL




Aug 05, LTC Williams, Chief, CATD, USAMPS    UNCLASSIFIED   51
            Officers Not Receiving Part VIIb Box Check
                                                                                                                                                                                                                               Effective 1 Oct 04
Example of Senior Rater Comments
                                                                                                    PART VII - SENIOR RATER
 a. EVALUATE THE RATED OFFICER'S PROMOTION POTENTIAL TO THE NEXT HIGHER GRADE
                                                                                                                                                                                                       16
                                                                                                                                                                     I currently senior rate_______________officer(s) in this grade

      x     BEST QUALIFIED                        FULLY QUALIFIED                    DO NOT PROMOTE                           OTHER      (Explain below)            A completed DA Form 67-9-1 was received with this report and considered
                                                                                                                                                                    in my evaluation and review
                                                                                                                                                                                                     x   YES                 NO (Explain in C)

 b. POTENTIAL COMPARED WITH OFFICERS SENIOR                 c. BULLET COMMENTS ON PERFORMANCE / POTENTIAL
 RATED IN SAME GRADE (OVERPRINTED BY DA)



                                                               CPT Buck is the best out of 16 Captains I senior rate. I personally selected
           ABOVE CENTER OF MASS
           (Less than 50% in top box; Center of
            Mass if 50% or more in top box)                    him from a group of carefully screened candidates to command a world                                                                                                                              Senior
                                                               class, highly elite OPFOR rifle company. A consummate officer, CPT Buck
          CENTER OF MASS
                                                               leads by example, is soundly grounded on tactics and shares his soldiers                                                                                                                         Rater Unit
                                                               sacrifices and challenges. Must select this combined arms warrior for below
          BELOW CENTER OF MASS
                 RETAIN                                        the zone to Major and early to CGSC-ILE.                                                                                                                                                           Level
          BELOW CENTER OF MASS
              DO NOT RETAIN                                 d. LIST 3 FUTURE ASSIGNMENTS FOR WHICH THIS OFFICER IS BEST SUITED. FOR ARMY COMPETITIVE CATEGORY CPT THROUGH LTC, ALSO INDICATE A
                                                            POTENTIAL CAREER FIELD FOR FUTURE SERVICE.

                                                             Battalion S-3, Battalion Executive Officer, Battalion Commander
                                                             Would Serve Army Best in OPCF/11




   After                                                 a. EVALUATE THE RATED OFFICER'S PROMOTION POTENTIAL TO THE NEXT HIGHER GRADE
                                                                                                                                                              PART VII - SENIOR RATER

                                                                                                                                                                                                                                                                             16
                                                                                                                                                                                                                                           I currently senior rate_______________officer(s) in this grade

                                                             x
  HQDA                                                                                                   FULLY QUALIFIED                      DO NOT PROMOTE                                OTHER        (Explain below)                  A completed DA Form 67-9-1 was received with this report and considered
                                                                    BEST QUALIFIED
                                                                                                                                                                                                                                          in my evaluation and review
                                                                                                                                                                                                                                                                           x   YES                 NO (Explain in C)

                                                                                                                     c. BULLET COMMENTS ON PERFORMANCE / POTENTIAL
                                                        HQDA COMPARISON OF THE SENIOR
                                                        RATER'S PROFILE AND BOX CHECK AT
Processing                                              THE TIME THIS REPORT PROCESSED                                 CPT Buck is the best out of 16 Captains I senior rate. I personally selected
                                                                                                                       him from a group of carefully screened candidates to command a world
                                                                 No Box Check                                          class, highly elite OPFOR rifle company. A consummate officer, CPT Buck
                                                                                                                       leads by example, is soundly grounded on tactics and shares his soldiers
                                                           R: CPT BUCK, GEORGE 999999999
                                                                                                                       sacrifices and challenges. Must select this combined arms warrior for below
                                                           SR: COL SMITH 666666666
                                                                                                                       the zone to Major and send early to CGSC-ILE.
                                                           DATE: 04 08 18
                                                                                                                     d. LIST 3 FUTURE ASSIGNMENTS FOR WHICH THIS OFFICER IS BEST SUITED. FOR ARMY COMPETITIVE CATEGORY CPT THROUGH LTC, ALSO INDICATE A
                                                                                                                     POTENTIAL CAREER FIELD FOR FUTURE SERVICE.


                                                                                                                       Battalion S3, Battalion Executive Officer, Battalion Commander
                                                                                                                       Would Serve Army Best in OPCF/11
Aug 05, LTC Williams, Chief, CATD, USAMPS                                                                                   UNCLASSIFIED                                                                                                                                                                               52
                 MANAGED PROFILE TECHNIQUE
                  • For eligible Officers and Warrant Officers Senior
                  Rater checks one box

                  • DA Label: reflects box check or a comparison of the
                  box check to profile (if top box check)

                  • Top rating dependent on profile

         b. POTENTIAL COMPARED WITH OFFICERS SENIOR
         RATED IN SAME GRADE (OVERPRINTED BY DA)                      HQDA COMPARISON OF THE SENIOR
                                                                      RATER'S PROFILE AND BOX CHECK AT
                ABOVE CENTER OF MASS                                  THE TIME THIS REPORT PROCESSED
                (Less than 50% in top box; Center of
                  Mass if 50% or more in top box)
                                                                         ACOM or COM or BCOM
               CENTER OF MASS
                                                                       RO: COL BUCK, GEORGE 999999999

                                                                       SR: LTG SMITH 666666666
               BELOW CENTER OF MASS                                    DATE: 98 07 18
                      RETAIN
                                                                       TOTAL RATINGS: 20

                                                                       RATINGS THIS OFFICER : 2
               BELOW CENTER OF MASS
                   DO NOT RETAIN


Aug 05, LTC Williams, Chief, CATD, USAMPS              UNCLASSIFIED                                      53
                 MANAGED PROFILE TECHNIQUE
                       SENIOR RATER BOX CHECK                                               LABEL
                           b. POTENTIAL COMPARED WITH OFFICERS SENIOR
                           RATED IN SAME GRADE (OVERPRINTED BY DA)                 HQDA COMPARISON OF THE SENIOR
                                                                                   RATER'S PROFILE AND BOX CHECK AT
                                 ABOVE CENTER OF MASS                              THE TIME THIS REPORT PROCESSED
                                  (Less than 50% in top box; Center of
                                    Mass if 50% or more in top box)

    RULE #1                 x    CENTER OF MASS
                                                                                         CENTER OF MASS

                                                                                    RO: COL BUCK, GEORGE 999999999
                                                                                    SR: LTG SMITH 666666666
                                 BELOW CENTER OF MASS
                                        RETAIN                                      DATE: 98 07 18
                                                                                    TOTAL RATINGS: 20
                                 BELOW CENTER OF MASS                               RATINGS THIS OFFICER : 2
                                     DO NOT RETAIN




                                                                                                                      Regardless of profile
                       SENIOR RATER BOX CHECK                                               LABEL
                           b. POTENTIAL COMPARED WITH OFFICERS SENIOR
                           RATED IN SAME GRADE (OVERPRINTED BY DA)                 HQDA COMPARISON OF THE SENIOR
                                                                                   RATER'S PROFILE AND BOX CHECK AT
                                 ABOVE CENTER OF MASS                              THE TIME THIS REPORT PROCESSED
                                  (Less than 50% in top box; Center of

     RULE #2                        Mass if 50% or more in top box)
                                                                                     BELOW CENTER OF MASS
                                                                                            RETAIN
                                 CENTER OF MASS
                                                                                    RO: COL BUCK, GEORGE 999999999
                                                                                    SR: LTG SMITH 666666666
                                 BELOW CENTER OF MASS
                            x           RETAIN                                      DATE: 98 07 18
                                                                                    TOTAL RATINGS: 20
                                 BELOW CENTER OF MASS                               RATINGS THIS OFFICER : 2
                                     DO NOT RETAIN




Aug 05, LTC Williams, Chief, CATD, USAMPS                                UNCLASSIFIED                                                   54
                                                  Managed Profile
   Top block check gets ONE of two labels...
   Process at DA
     PROFILE IS                                     HQDA COMPARISON OF THE SENIOR
                                                    RATER'S PROFILE AND BOX CHECK AT
                                                                                       RULE # 3
                                                    THE TIME THIS REPORT PROCESSED


  3 17 0 0                           20             ABOVE CENTER OF MASS                - Top block check labeled
                                  TOTAL              RO: COL BUCK, GEORGE 999999999
                                                                                        "above center of mass"
                                                     SR: LTG SMITH 666666666
    b. POTENTIAL COMPARED WITH OFFICERS SENIOR
    RATED IN SAME GRADE (OVERPRINTED BY DA)          DATE: 96 07 18                     when...
     x
           ABOVE CENTER OF MASS
           (Less than 50% in top box; Center of
                                                     TOTAL RATINGS: 20
                                                     RATINGS THIS OFFICER : 2
                                                                                        - profile is less than 50%
             Mass if 50% or more in top box)
                                                                                          in top block
           CENTER OF MASS                                                               - Board sees only label and
                                                                                          narrative
          BELOW CENTER OF MASS
                 RETAIN

          BELOW CENTER OF MASS
              DO NOT RETAIN
                                                    HQDA COMPARISON OF THE SENIOR
                                                                                       RULE # 4
                                                    RATER'S PROFILE AND BOX CHECK AT
                                                    THE TIME THIS REPORT PROCESSED
                                                                                        - Top block check labeled
   Process at DA                                                                        "center of mass" when...
                                                          CENTER OF MASS
     PROFILE IS                                                                         - profile is equal to or more
                                                     RO: COL BUCK, GEORGE 999999999
                                                     SR: LTG SMITH 666666666
                                                                                          than 50% in top block
   10 10 0 0                               20        DATE: 96 07 18
                                                     TOTAL RATINGS: 20                  - Board sees only label and
                                                     RATINGS THIS OFFICER : 2

                                         TOTAL                                            narrative
Aug 05, LTC Williams, Chief, CATD, USAMPS                        UNCLASSIFIED                                           55
                                  MANAGED PROFILE
                                 REINFORCING RULES

          • First, single top box at a given grade will generate
            ACOM label at DA, regardless of profile
            (of the first four OERS by grade, any one, but only
            one, can be ACOM)

          • Can’t mention box check, in the narrative

          • Can only restart in a grade with your SR’s
            permission after 3 reports in that grade have been
            processed at DA




Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED           56
                   SMALL POPULATION / SMALL PROFILE
                                           SELECTION BOARD INSTRUCTIONS:
           (1) Check Box in VIIa - same grade in population
                                                        (3 OR LESS = Small Population)
          (2) Check DA label: “Total Ratings” & “Ratings this Officer”
                                                      (5 or less = immature profile)

          (3)       Focus on “Narrative”- VIIc
                                                                                              PART VII - SENIOR RATER

        a. EVALUATE THE RATED OFFICER'S PROMOTION POTENTIAL TO THE NEXT HIGHER GRADE
                                                                                                                                                                                                      1
                                                                                                                                                                  I currently senior rate_______________officer(s) in this grade
           x     BEST QUALIFIED                FULLY QUALIFIED                  DO NOT PROMOTE                       OTHER     (Explain below)                    A completed DA Form 67-9-1 was received with this report and considered
                                                                                                                                                                  in my evaluation and review         x   YES            NO (Explain in C)

                                                          c. NARRATIVE COMMENTS ON PERFORMANCE / POTENTIAL
          HQDA COMPARISON OF THE
          SENIOR RATER’S PROFILE                                CW3 Buck is the most outstanding warrant officer I have ever served
          AND BOX CHECK AT THE TIME
          THIS REPORT PROCESSED                                 with. He has earned the respect and trust of every commander in the
                                                                brigade. Particularly noteworthy was his contribution to the warfighting
               CENTER OF MASS
                                                                ability of the battalion and brigade by keeping the M2 Bradley Fighting
                                                                Vehicles operationally ready. His fellow technicians acknowledge him as
        RO: CW3 BUCK, GEORGE              999999999
                                                                the best technician in the division. He is a soldier and leader first, and
                                                                maintains those skills at a level that equals his technical acumen. CW3
        SR: LTC SMITH         666666666
                                                                Buck has the ability to meet any challenge. Promote below the zone to
        DATE: 98 07 18                                          CW4. A future CW5.
                                                          d. LIST 3 FUTURE ASSIGNMENTS FOR WHICH THIS OFFICER IS BEST SUITED. FOR ARMY COMPETITIVE CATEGORY CPT THROUGH LTC, ALSO INDICATE A POTENTIAL
                                                          CAREER FIELD FOR FUTURE SERVICE.

        TOTAL RATINGS:          1
                                                           DIV Maintenance Officer, TRADOC Instructor, CASCOM Doctrine writer
        RATINGS THIS OFFICER: 1
                                                           Would best serve Army in OPCF/11
Aug 05, LTC Williams, Chief, CATD, USAMPS                                                       UNCLASSIFIED                                                                                                                                 57
           Contract With the Senior Rater
                                 OPPORTUNITY
                      TO GIVE BEST OFFICERS TOP RATINGS


                            CONFIDENCE
               THAT OTHER SENIOR RATERS CAN’T INFLATE


                      KNOWLEDGE
   -THAT MAJORITY OF ALL RATINGS = CENTER OF MASS

   -THAT EVALUATION SYSTEM SERVES BOTH SELECTION
   PROCESS AND LEADER DEVELOPMENT


Aug 05, LTC Williams, Chief, CATD, USAMPS   UNCLASSIFIED   58
                                         Senior Rater Profile Report
                                      DA FORM 67-9-2 (effective 1 Oct 04)
                                        SENIOR RATER PROFILE REPORT
                                  OFFICER EVALUATION REPORTING SYSTEM

A. NAME
                 FOR USE OF THIS FORM, SEE AR 623-105; PROPONENT AGENCY IS ODCSPER
                                         B. SSN                     C. RANK          D. DATE OF REPORT               You have 3 separate Profiles
              CURRENT OER PROFILE                                             PROFILE HISTORY
                                                                                                                     based on promotion system:
             ACOM
             COM
                          COM
                                     BCOM
                                     RETAIN
                                                   BCOM
                                                  DO NOT
                                                                Total
                                                               Ratings
                                                                               Total        1st Block
                                                                                              COM
                                                                                                         % Total
                                                                                                         1st Block
                                                                                                                     (1) Active; (2) USAR; (3) ARNG
                                                  RETAIN                      Ratings



 MG
 BG                                                                                                                  Active duty profile: HRC-Alexandria
COL
                                                                                                                     (703) 325-9660; DSN 221-9660
                                                                                                                     email: tapcmse@hoffman.army.mil
LTC
                                                                                                                     Online: www.hrc.army.mil (HRC-Alexandria)
MAJ

CPT          Do Not Receive block VIIb. Box Check                                                                    Reserve profile: HRC-St. Louis
1LT          Do Not Receive block VIIb. Box Check                                                                    (314) 592-0679; DSN 892-0679
                                                                                                                     Email: mary.lewis@arpstl.army.mil
2LT          Do Not Receive block VIIb. Box Check
                                                                                                                     Online: www.hrc.army.mil (HRC-St Louis)
CW5

CW4                                                                                                                  Guard profile: National Guard Bureau
CW3                                                                                                                  (703) 607-7111; DSN 327-7111
CW2          Do Not Receive block VIIb. Box Check                                                                    Email: clyde.rebeiro@ngb.army.mil
WO1          Do Not Receive block VIIb. Box Check
                                                                                                                     Online: gko.ngb.army.mil
    DA FORM 67-9-2 1 OCT 97




Aug 05, LTC Williams, Chief, CATD, USAMPS                                                                 UNCLASSIFIED                                      59
                                            SUMMARY

         • OPMS OVERVIEW
         • OPMS TRENDS AND STATS
         • THE OER
                – OVERVIEW
                – THE DETAILS
         • EVALUATION



Aug 05, LTC Williams, Chief, CATD, USAMPS     UNCLASSIFIED   60
                 OFFICER PERSONNEL
                 MANAGEMENT SYSTEM
                       (OPMS)




                                       LTC Williams, Chief, CATD

Aug 05, LTC Williams, Chief, CATD, USAMPS       UNCLASSIFIED       61

				
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