OER Roadshow 02feb10 No Notes

8/8/2019 OER Roadshow 02feb10 No Notes

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Unclassified Information Brief

Officer Evaluation System

PSC-opm-3




OPM-3 Staff / Responsibilities

OES / OER Review

Writing Hints Special and Derogatory OERs

Reported-On Officer Options

Board Feedback / Tips Resources

OVERVIEW




OFFICER EVALUATIONS BRANCH

PSC-opm-3

CDR A. KOVAC

EVALUATIONS

BRANCH CHIEF

LT B. WALSH

QUALITY REVIEWER

LT E. SAMMS

QUALITY REVIEWER

CWO3 D. LIBERTY

QUALITY REVIEWER

MR. L. NEDD

QUALITY REVIEWER

MR. R. STOKES

OFFICER SPECIALTY

MANAGEMENT

SUPPORT

YN1 C. POLLACK

ADMIN SUPPORT

L. MOORE

DIRECT ACCESS

DATA ENTRY




OPM-3 RESPONSIBILTIES

Provide OER Consultation

Provide OES Training

Review All Special OERs

Provide Second Level OER Quality Review

Compile OERs for Selection Boards & Post-

Graduate Panels

Provide Input for BCMR/PRRB applications




OFFICER EVALUATION SYSTEM Provides Criteria for Personnel Management Decisions

± Promotions / Assignments / Career Development

Establishes Performance and Character Standards

Marks Deviating from ³4´ (Including N/O) Must be Justified ± Above Standard (5, 6, & 7)

± Standard (4) ³High Level of Performance Expected of All CG Officers´

± Below Standard (3, 2, & 1)

Prescribes Organizational Core Values

Provides Performance Feedback

O E R - The Most Important Document in an Officer¶s Career !




THE RATING CHAIN

REVIEWER

RO'S Supervisor

Forward to OER Administrator to ensure OER arrives at CGPC within 45 days of the "End of Period"

REPORTING OFFICER

Supervisor's Supervisor

Forward to Reviewer within 30 days of "End of Period"

SUPERVISOR

Interfaces with ROO Frequently

Provides Majority of Direction

Input to RO 10 days after the "End of Period"

REPORTED ON OFFICER

Subject of the OER

Input due 21 days before the "End of Period"

adf PSC




RATING CHAIN RESPONSIBILITIESREPORTED-ON OFFICER

Read PERSMAN ± 10.A.

Request Meetings with Supervisor

Use Officer Support Form (CG 5308)

Required for O1/O2

Provide OER Input (21 days prior to end of period)

Seek Performance Feedback

After Reviewer Signs OER, W2 to O4Must Review and Sign OER Prior to

Submission

Obtain & Review Original OER

SUPERVISOR

Provide Direction/Feedback

Prepare Description of Duties

(Primary Duty = Billet Title = PAL)

Evaluate Performance

Completes page 1 and 2

Provide Input to New Supervisor

Initiate OER if Required




RATING CHAIN RESPONSIBILITIES (cont¶d.)REPORTING OFFICER

Evaluate Performance

Hold Supervisor Accountable for

OERs

Complete Page 3 of OER

Provide Comparison Scale

Address Leadership Potential

Provide Performance Feedback

REVIEWER

Ensure OER Reflects ReasonablyConsistent Picture of Performance

Add Comments/ Comparison ScaleWhere Required

Provide Optional Comments

Conduct Administrative Review

After Signing, Returns OER to ROOFor Review and Signature in Section1.b (W2 to O4 only)

Forward to OER Administrator to Arriveat PSC within 45 Days




TIMELINESS OF OERS FOR 2007/2008 BY ATU

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

1 5 7 8 9 11 13 14 17 20 21 98 CG

ATU 2008 2007

2008 AVG: 71% 2007 AVG: 69%




GOOD LEADERSHIP AND TIMELY OERS

³Timely and accurate performance feedback is a core

leadership responsibility that must remain a unit priority..«Reported-on Officers should not be

surprised with the content of their OER«´

(CG-1)




ADPL OER SUBMISSION SCHEDULE

31 JAN ² LTJG

31 MAR ² CDR, ENS

30 APR ² CAPT, LCDR, CWO4

31 MAY ² LT

30 JUN ² LTJG (IN ZONE), CWO2

31 JUL ² LTJG, CWO3

30 SEP ² ENS




IDPL OER SUBMISSION SCHEDULE

ANNUAL

31 MAR ± ENS

30 APR ± CAPT

31 JUL ± LTJG(LTJG In-Zone, 30 JUN,

marked as Special)

BIENNIAL(On Even Numbered Years)

31 MAR ± CDR

30 APR ± LCDR and CWO4

31 MAY ± LT

30 JUN ± CWO231 JUL ± CWO3(If In-Zone, OER may be

required on odd years)




OCCASION OF REPORT Annual/Semi-Annual

Detachment of ROO (Transfer)

Change of RO

Promotion (CAPT / CWO±LT / >18 mos.)

Concurrent (TAD >60 days)

Special (Performance Change / NJP)

Continuity Purposes Only (Retirement)

Duty Under Instruction (DUINS)

Regular OERs

Exception OERs




WRITING THE OER (SECTION 1)

COMPLETED BY ROO

USE CORRECT DATES

NO CAPSShould Include: Scope of Duty, Resources Responsible for, Money Managed,

People Supervised, and Collateral Duties (No need to type ³Collateral Duties´)

Reserve include: Attendance (IDT Scheduled/Attended: 48/40; ADT: 13 days;

ADSW: 5 days)

COMMANDING OFFICER

LIST ONLY AUTHORIZED ATTACHMENTS HERE




DESCRIPTION OF DUTIES(SECTION 2)




ATTACHMENTS

Personal Awards Only (LOC and higher)

± USCG and Other Armed Services

± For Period in Which Received Even if the AwardCites Performance Outside of Period

± Certificate and Citation (with seal) Required

Punitive Letters of Censure

Court Memoranda




A WELL-CONSTRUCTED OER COMMENT

Extremely vigilant bridge watch-stander;

detected small intermittent contact on radar &

maneuvered ship to intercept prior to sunset;resulted in interdiction of rustic sailboat w/ 6

undocumented migrants on board & prevented

high potential for their loss of life due to

deteriorating weather conditions.

How well it was done/ Concise accomplishment/ Demonstrated Impact




A WELL-CONSTRUCTED OER COMMENT

How well it was done/ Concise accomplishment/ Demonstrated Impact

Always 2 steps ahead, meticulous planning for

Tailored Annual Cutter Trng (TACT) drills; led

training team to achieve effective rating in just 1wk, flawlessly executed 3 GUNEXs in 1 day; ship

earned ³E´ award in navigation/seamanship

during ship¶s first TACT in 4+ yrs.




Vague Comments: ³Planned for Tailored Annual Cutter Trng(TACT) drills.´ Lacks impact & specificity.

Excessive Abbreviations: ³Spb plg/prp res 4 mtg all op msnreqmts; thrly plnd 2 FL sts, 1 WWP, 1 GANTSEC, & 1 JIATF-S

ptl & dpt cmptly prp¶d for C4I mgtn.´ C onfuses the reader.

Community-Specific Acronyms: ³JHSV, EMS, ACOE´ ± U seonly widely known acronyms; if unsure define thoroughly.

Prohibited Comments: References to Medical/Psychological issues,

Gender, Ethnicity, Religion, Race or F amily St atus are restricted.

Use of Personal Pronouns: H e, she, his, her- are not universallyrestricted, but pl ace undue empha sis on gender. The best writtenOE R s limit the use of pronouns.

OER CONCERNS




COMPARISON SCALE (SECTION 9)




POTENTIAL(SECTION 10)

MANDATORY COMMENTS

Ability to Assume

Greater LeadershipRoles and

Responsibilities

OPTIONAL COMMENTS

(HIGHLY ENCOURAGED)

Assignments Promotion

Recommendation

PG and Senior Service Schools

Special Skills




69%

3%

11%

14%

3%

Admin (Section 1 & Attachments)

Restricted Comments

Potential &

Rating Chain

Marks Not

Supported By

Comments

Reviewer

Comments

2008 OER CORRECTIONS

OER ERROR

RATE

2008 : 8.1%

2007 : 16.3%

2006 : 16.0%

2005 : 15.7%




SPECIAL OERS(PERSMAN 10.A.3.c.) Call OPM-3 before drafting

Counts for Continuity

Does Not Count for Continuity

Performance of >6 Months for

Officers Being Considered for

Promotion Boards/ Advanced

Education Panels/ Extensions

Performance Notably Different

NJP, Court-Martial, or CriminalConviction

Significant Performance/Behavior Previously Unknown

When Specifically Directed(i.e., Relief for Cause)

Counts for Continuity






DEROGATORY OERS(PERSMAN 10.A.4.h.) Call OPM-3 before drafting

Defined As:

± ³1´ in Any Performance Dimension, or

± ³UNSAT´ Comparison Scale Mark, or

± Removal from Primary Duty

Addendum Process

± Supervisor/RO Signs OER and provides copy to ROO

± ROO has 14 days to prepare addendum/statement

± Supervisor/RO endorse addendum/statement and forward

entire package to Reviewer for signature (OER + Addendum/

Statement + Endorsements)




REPORTED-ON OFFICER OPTIONS

Prepare a Reply (Submit within 21 d a ys of receipt of a valid ated OE R)

Prepare a Communication to the Board

Submit a Personnel Record Review Board (PRRB)

Application

Submit a Board for Correction of Military Records(BCMR) Application




WHAT BOARDS CONSIDER (PERSMAN 14.A.3.a)

Performance

Professionalism

Leadership

Education

Commandant¶s Guidance

Board Precept

OER

CG-4082 and Official Transcripts

COMDT¶s Guidance for Promotion Year

CG PSC Memo to Board President




SELECTION BOARD/ PANEL FEEDBACK Comprehensive Description of Duties critical

Watch acronym use and clichés (³Hit the deck running.´)

Don¶t write ³Concur with Supervisor´ & fill in bubble Review COMDT¶s Guidance prior to drafting an OER

Reviewer Comments

± Optional/Mandatory comments provide value and

validity when documenting observed performance

and/or conduct.




Ensure follow through with projects and PG

programs

Do not be vague with recommendation Comparison scale not consistent with

³Potential´ section

Emphasize attainment of qualifications Specifics are better than superlatives

SELECTION BOARD/ PANEL FEEDBACK




OER STATUS IN CG CENTRAL

Check Individual

OER Status

Click on ³My

Workspace´ Tab

Look in the ³My

Readiness´

Window

Click on ³Regular

Evals´




Check Unit

OER Status

Click on ³Units´

Tab

Look in ³Unit

Measures´ WindowUnder the

³People´ category,

scroll down and

select ³View More

People Measures´

Scroll down againand next to ³Regular

Evals´, select

³Detail´

OER STATUS IN CG CENTRAL




RESOURCESPERSMAN CH.10.A.PERSMAN CH.14

COMDT¶S GUIDANCE TOBOARDS/PANELS

OER ADMINISTRATORS

ALCGOFF 024/09ALCGOFF 036/09ALCGOFF 008/09ALCGOFF 037/08ALCGOFF 001/08

ALCOAST 092/08ALCOAST 199/08

OER Digital Signature Instructions: http://www.uscg.mil/opm/Opm3/Digital-Signatures.asp

(Change 41)

CG Central (My Workspace > Career Management >Officer > Promotions)

NEW OER FORMS & DIGITAL SIGNATURES 2008 OES REVIEW 2009 OER SUBMISSIONS PRIMARY DUTY ALIGNMENT & OERS OER STATUS IN CG CENTRAL

W4 CONTINUITY OERS EMAILING OERS AS A PDF(2/3 of all OERs are now emailed)




IMPORTANT TIPS Maintain a personal OER file

Update Record of Professional Development (CG-4082) before Promotion Boards. Advancededucation at the top!

When writing an OER, save an ³unlocked´ version before digitally signing

Don¶t delay submission

Verify validated OERs: Direct Access: H ome> Self Service> Employee> View > My Employee Review

Review HQ PDR or request a scanned copy: http://www.uscg.mil/cgpc/adm/adm3/

Commander, Personnel Service Center

PSC (ADM-3) - MS 7200US Coast Guard

4200 Wilson Blvd, Suite 1100

Arlington, VA 20598-7200




OER EXCERPTS

³Showed disrespect and contempt toward senior in front of all hands by refusing to salute CO& storming off upon receiving award that was lower than what SNO expected.´

³Inexplicably disappeared for long periods of time«´

³OES responsibilities were not met, turned in 6 positive bullets of performance for 6 month

period, readily recognized lack of performance when addressed.´

³Good appearance in/out of uniform.´

³«planned unit tour for local schools, included dressing in Antarctic penguin costume«´

³«blatant disrespect for uniform standards by not having rank insignia on garrison cover

and wearing ODU belt with trops uniform.´

³On more than one occasion was found asleep by EO in various locations about unit.´




OPM-3 CONTACT INFORMATION

http://www.uscg.mil/opm/

Email OER Questions: [email protected]

Email OERS as a PDF: [email protected]

(202) 493-1652 / 1653 / 1654 / 1655/ 1656

Reserve OE R¶ s (rpm ): (202) 493-1706

Documents

OER Roadshow 02feb10 No Notes