1. Active Duty Officer Evaluation System OES Training Spring 2016 PSC-opm-3

2. Officer Evaluation System OER is the most important document in an officer’s record OES system goals References: Officer Accessions, Evaluations, and Promotions Manual COMDINST M1000.3(series), Chapter 5 Officer Evaluation System Procedures Manual PSCINST M1611.1(series) 1

3. Officer Evaluations Branch 2 Branch Chief Quality Reviewer Quality Reviewer Admin Support Quality Reviewer Officer Specialty Mgmt System

4. OER Process 3 Member Rating Chain / Unit CG PSC (opm-3) CG PSC (bops-mr) * CGBI OER status turns green once the OER is entered into DA

5. What does PSC-opm-3 do? Advise on OES policy COMDTINST M1000.3(series) Ownership of OES procedures PSCINST M1611.1(series) OER consultation Review/validate active duty OERs (>9000 OERs/year) Provide OES input 4

6. PSC-BOPS-Military Records Military records manages electronically imaged personnel data records (EI-PDR) To request your EI-PDR go to: http://www/uscg/mil/psd/mr/ or email: ARL-PF-CGPSCOFFRecords@uscg.mil 5

7. OER Forms OER Forms:Reviewer Comments: (Rev. 09/15) CG-5310A (W2 – W4, O2)CG-5315A(W2 – W4, O2) CG-5310B (O3 – O4)CG-5315B(O3 – O4) CG-5310C (O5)CG-5315C(O5) CG-5310D (O6)CG-5315D(O6) (Rev. 10/13) CG-5310E (O1) Comments page: CG-5315E(O1) *Signed by supervisor 6

8. OER Forms (cont.) (Rev. 06/13) CG-5310F DUINS CG-5310G Continuity CG-5310H Concurrent/O1 CG-5310I Concurrent/CWO & O2 CG-5310J Concurrent/O3- O4 CG-5310K Concurrent O5 CG-5310L Concurrent O6 7

9. Occasions Of Report Annual/Semi-Annual Routine Detachment of ROO Mbr PCS / Transfer Detach/Change of RO RO depart / transfer Promotion CAPT / CWO-to–LT Special Multiple categories Concurrent TDY >60 days, internships Continuity OER Separation / retirement Duty Under Instruction DUINS / PG school 8 These are considered regular OERs

10. Rating Chain 9

11. Civilian Rating Chain Must receive formal and documented training from PSC-opm-3 Can serve as: Supervisor Reporting Officer (RO) Reviewer

12. Reported-On Officer (ROO) Responsibilities 11

13. ROO Responsibilities (cont.) 12

14. Supervisor Responsibilities 13

15. Supervisor Responsibilities (cont.) 14

16. Reporting Officer Responsibilities 15

17. Reporting Officer Responsibilities (cont.) 16

18. Comparison Scale & Potential Comparison Scale Varies on each OER form Relative ranking, not necessarily a trend of performance Reporting Officer is required to provide their rating scale history to the Reviewer Potential Ability to assume greater leadership roles and responsibilities Optional comments: Promotion recommendation Future assignments Special Skills 17

19. Reviewer Responsibilities 18

20. Reviewer Responsibilities (cont.) 19

21. A Well-Constructed OER Comment “Took initiative to assist unit prep for aviation STAN visit, learned particulars for aviation training jackets & meticulously examined 16 pilot records; efforts yielded 120 line items of discreps previously not detected by more senior pilots & ensured correction prior to official review – efforts earned an ‘outstanding’ rating from ATC Mobile.” 20 What they did – its impact on the unit/CG/individual…

22. Which OER Bullet do you want? -Executed dry-dock of TACKLE with only 10% growth/5 day delay and completed complex repair of leaking shaft seal on BRIDLE on time; both vessels returned to service quickly to meet operational commanders needs. - Arranged short fused emergency dry-dock for TACKLE & coordinated creative in-the-water repair for BRIDLE that directly facilitated clearing transit routes for uninterrupted movement of biochemical products moving on the Hudson during heaviest domestic icebreaking season on record. 21

23. Which recommendation would you prefer? LTJG Guns is well suited for positions of more responsibility to include high tempo HQ tour in mission support or project management. CDR Hulltech has my highest recommendation for SFLC Product Line Manager or Base Command. With added seasoning, LCDR Squirrel will certainly be prepared to assume senior leadership positions in intelligence staff assignments. LT Moneybags demonstrated sustained performance levels well above current pay-grade in all aspects; highly recommended for promotion with best of peers. 22

24. OER Concerns Restricted Comments Excessive Abbreviations Community-Specific Acronyms Use of Personal Pronouns Too much emphasis on GRE words 23

25. Dissatisfied with OER? 1. Discuss with rating chain 2. Reported-on Officer OER Reply *Does not imply correction of the OER 3. Error or Injustice? *Correcting Military Records, COMDINST 1070.1(series) 24

26. Resources OPM-3 Website: http://www.uscg.mil/oer Information on: Submissions Questions Waivers Job Aids FAQs Contact information 25