# Presentation: 049610

## 2008 Annual COER

**Office of Commissioned Corps Operations**
**Division of Commissioned Corps Officer Support Branch**

## What is the COER	

- Commissioned Officers’ Effectiveness Report (COER)
- Performance based evaluation tool exclusively for Corps officers
- Requirement for Corps since early 1920’s.
- Annual COER is on-line
- Benchmark
- Promotion
- Assimilation

## Summary of Changes

- Double e-mail verification
- Changes to format of Att 1 and 2
- New guidelines for Attachments
- Inclusion of Reviewing Official Statement (ROS) for officers eligible for competitive promotion.
- Update/Changes to COER requirements
- Transfer / Interim / Other

## Why changes are necessary

- Data Quality Control
- E-mail and contact information
- Rating inflation control
- Facilitate Information Technology issues.
- Issues related to Internet browser compatibility
- Redundancy of information (reduction in text)
- Information can be found in other sources (e.g., CV, PIR, Awards, Officer Statement, other documents)
- Facilitate personnel management aspects
- Promotion (ROS) Less work for RO and Liaisons
- Assignments
- Retention
- Awards
- Assimilations

## Who is required to complete Annual COER

- All Officers on extended active duty before 1 July 2008
- Includes officers who retire or separate between 1 July 2008 and 1 October 2008
- All officers in long-term training status (including residency programs)

## Who is excluded from completing 2008 Annual COER

- Officers who retire or separate prior to 1 July 2008
- JR and SR COSTEP
- Medical Officers attending Uniformed Services University of the Health Sciences (USUHS)
- All other USUHS Students required to complete 2008 Annual COER
- Inactive Reserve Corps (IRC) officers recalled for short tours

## Consequences of failure to complete COER

- Rater may initiate COER on officer behalf
- Ineligible for:
- Assimilation
- Awards
- Special Pays
- Promotion

## Additional COER guidance

- Transfer COERs as Annual
- 1 July 2008 through 1 October 2008
- Manual COER forms
- Require Liaison Signature / All Original Signature
- NO FAX COPIES
- Transfer / Interim / Other
- Rater may direct officer to complete
- Manual COER Forms
- Require Liaison Signature / All Original Signature
- NO FAX COPIES

## Officer Responsibilities

- Required to Initiate COER and monitor progression of evaluation
- Use Manual COER forms if necessary
- Required to Update e-mail and contact information
- Complete Attachment 1
- Answer Performance Management Plan Question
- Assign Rater
- May discuss ratings and information concerning performance w/Rater and RO
- Discuss Rating with Rater
- Change attachments as directed by Rater
- Concur/Disagree

## Attachment 1

## Slide 14

## Rater Responsibilities

- Ensure all officers under his/her supervision transmit COER by deadlines published in POM
- Time Supervised
- Narrative vs. detailed
- Enter Scores
- 18 elements or Satisfactory vs. Unsatisfactory
- Overall C Score or “Sat” not sufficient for assimilation
- Complete Attachment 2 and Ratings
- Performance Management Plan Question

## Rater Responsibilities Continued

- Assign Reviewing Official (RO)
- Critical step for officers who are promotion eligible
- Assignment does not necessarily release COER to officer
- Release COER to officer
- Formally discuss ratings
- Change information as necessary/agreed upon

## Rater Screen

## Slide 19

## Narrative Evaluation

**Narrative Evaluation**

## Detailed Evaluation

**Detailed Evaluation**

## Attachment 2

## Slide 23

## Slide 24

## Slide 25

## Slide 26

## Slide 27

## Slide 28

## Slide 29

## Officer Control

- Discuss Rating with Rater
- Make Changes as necessary
- Rebuttal
- Specific time limitations
- 31 December for Promotion eligible
- First Wednesday of March
- Paper process outlined in POM
- Requires Liaison signature
- NO FAX COPIES
- Other rights of process
- Grievance and EEO
- Time limitations in POM and CCI

## Slide 31

## Reviewing Official Duties

- Ensure COER transmitted by Rater and officer for sufficient time to review COER
- Third party reviewing
- Concur/disagree
- If officer is promotion eligible, ROS should populate as option
- Certain limitations (e.g., EPP, not on active duty long enough to require Annual COER)

## RO Screen Non-Promotion Eligible

## RO Screen Promotion Eligible

## Slide 35