UNITED STATES COAST GUARD AUXILIARY

1. UNITED STATES COAST GUARD AUXILIARY 2014 PROGRAM VISITOR WORKSHOP Prepared by the NATIONAL DIRECTORATE OF VESSEL EXAMINATION AND RECREATIONAL BOATING SAFETY PROGRAM VISITATION

2. Workshop Objectives • Goal of the Program Visitor • Developing Partners • Promotions and Teamwork • Rewarding Your Deserving Partner • Small Craft Facility Updating • Materials & Supplies • Paperwork and Flow • Qualification Issues

3. Goal of the Program Visitor The goal of the Program Visitor is to deliver the RBS message to the recreational boating community through personal interaction While working to accomplish this goal, the Program Visitor must be able to adapt So what is a Program Visitor?

4. What is a Program Visitor? Program Visitors are: • Educators • Auxiliary Ambassadors • Recruiters • Salesperson • Source Of Information Can you think of some other things???

5. Developing PartnershipsCold Calls When making Initial contacts: • Review the program objectives and benefits before hand • Be able to answer questions without use of a reference • Understand the Partner needs • Consider their geographical location (coastal or inland) • Know the material available • Be able to recommend to the business owner a variety of pamphlets that their clientele may find useful • Wear the uniform; neatly and correctly • Present a Professional “squared away” image

6. Cold Callscontinued • Explain the benefits of participation • To the partner • To their customers • To the general boating community • Provide a professional display of materials and service it regularly • Be reliable and available, if needed • Stress the Auxiliary’s commitment to Recreational Boating Safety & Environmental Protection

7. COLD CALL ROLEPLAY Instructor: Select a member from the class to participate as a USCG Auxiliary Program Visitor. The instructor will participate as the “Business Owner”. The Program Visitor will initiate a first contact (cold call) in an attempt to gain the “Business Owner’s” participation in the RBS Visitation Program. Class: Watch the interaction. Was there anything you would have done differently? Do you think the contact would have been successful?

8. Promotions and Teamwork Promotions: • Once you get a display box set up in a location, the work is just beginning: • Use it to promote the Coast Guard and Auxiliary programs and missions • Generate positive exposure for annual events like National Safe Boating Week, Fleet Week, and area specific events • Educate the Partner /public about special programs: • The Maritime Domain Awareness Program • The America’s Waterway Watch • The Citizen’s Action Network • Public Education classes in your area.

9. Promotions and Teamworkcontinued Teamwork: • Make use of resources in your Flotilla • Work with your FSO-PV, FSO-VE, FSO-PA, FSO-PE, FSO-MA, FSO-MS, or anyone else you need to. These members can provide you with plenty of information about programs specific to their specialties. • Be flexible in your thoughts…. What do I need to accomplish my goals?

10. Reward Your Deserving Partners Recognition: • Partner’s outstanding contribution to the RBS Program • Recommended by you, the Program Visitor • Flotilla Commander makes final determination

11. Reward Your Deserving Partners continued Certificate Availability: • Ordered through FSO-MA (ANSC-6022) • Requested from the SO-PV or your Flotilla Commander Presentation: • Prepared and presented by the Flotilla Commander. • Make it a media event! • Invite representative to Flotilla meeting or go to their place of business • Invite local media • Have FSO-PA prepare news release with photo

12. Small Craft Facility Updating • During visits to Marina Partners, the Program Visitor can conduct a survey for the purpose of updating the applicable Small Craft Chart • The PV should provide a clear explanation of the Small Craft Facility Updating program and how the information will be presented to the boating public via National Ocean Service (NOS)/NOAA charts, Notices to Mariners, etc. • NOAA 77-5a form is used in reporting discrepancies or change to a National Ocean Service chart. Instructions for preparation and submittal of the form are found on the back of the NOAA Form 77-5a

13. Small Craft Facility Updating Submission: • Submit NOAA 77-5a and worksheet to your FSO-NS • FSO-NS forwards to DSO-NS NOTE: Not all forms and worksheets are used by all Districts – Check it out! Forms Location: • NOAA Form 77-5a: Order from FSO-MA (ANSC 7037) • Worksheet - Available at: http://pdept.cgaux.org/nsForms.html

14. Materials and Supplies Where do I find what I need? • Almost everything you need can be found at the Auxiliary National Supply Center (ANSC) www.uscg.mil/hq/cg3/cg3pcx/publications/misc/DCAT.pdf • This catalog contains a listing of all available pamphlets, decals, certificates, manuals, display boxes, etc. • You will need to research this catalog and find the best information to display in your partners locations

15. Materials and Supplies Typical Catalog Page Order # Item Name Item Description Max Quantity

16. Materials and Supplies How do I order? • Contact your Flotilla Commander or FSO-MA and have them complete a Flotilla Supply Requisition Form • The form can then be mailed or faxed in for processing • The order can be directly shipped to your address, if so desired. Your address must be entered in this space prior to submitting form • This is a 2 sided form. Make sure not to forget to mail or fax both sides

17. Paperwork and FlowANSC-7046 form How do I credit for my Visits? • Member(s) ID and Name • Visit date • Remarks • Date submitted Division / Flotilla Time Spent at Site Business Location Business Name

18. Paperwork and FlowReporting When documenting your activities please be careful to make sure that your reports are completed correctly It is very important to account for the time we spend in support of missions We are all responsible for the recording of our own hours and visits, so please take the time to submit the proper paperwork to get the credit and recognition you deserve

19. Qualification Issues Initial Certification: • Can a member in AP or IQ status, who has successfully passed the online or written exam and completed two practice visits under the supervision of a certified Program Visitor be certified a Program Visitor? NO, the member must be in a BQ status prior to certification

20. Qualification Issuescontinued Annual Currency Maintenance: • What is required? • Program Visitor must complete at least four RBS visits each calendar year to retain certification • Attend an annual Program Visitor workshop, when required by National, prior to the deadline date

21. Qualification Issuescontinued Recertification: • Required for: • Failure to perform a mandatory workshop will result in lapsed certification status (REWK) • Failure to perform annual currency requirements will result in lapsed certification status (REYR)

22. Qualification Issuescontinued • Requirements for Recertification • Member performs two RBS visits as a Trainee under the supervision of a certified Program Visitor • The Trainee visits must be recorded in AUXDATA • If required, the PV workshop must be recorded in AUXDATA • FC must submit the recertification request in accordance with applicable District requirements. Recertification is NOT automatic • Once recertified, the Program Visitor is required to perform the annual currency maintenance visits prior to the end of the calendar year

23. Qualification Issuescontinued Important Note: Failure to perform the annual currency procedures for five (5) consecutive years will result in loss of qualification. The member will then be required to meet the initial qualification criteria in order to regain qualification.

24. PV Cooperation United States Power Squadrons • Memorandum of Understanding to increase boating safety awareness through AUX and USPS partnering • Enhance cooperation between two premiere boating safety organizations • Provide informational access in areas without AUX presence • Display may contain AUX and USPS material • Effective 1 Jan 14

25. USPS Program Elements • USPS will administer their program using an amended COMDTINST M16796.3C • USPS will obtain their own literature • Unique Exam with USPS questions • Specific USPS attire for visits • Specific forms for visitation documentation • Certification and records USPS responsibility

26. Assistance from AUX • AUX may assist in certification of USPS Program Visitors • Mentoring • Supervised visit • Document supervised visit on ANSC 7046 • Provide copy to USPS trainee

27. Summary The workshop you have just participated in was not designed to train you to be a certified Program Visitor; but meant as a tool to help refresh your skills and get you thinking of the importance of this qualification. We must all continually work to improve our own skills. No matter how good we think we are, we can only succeed when work as a “TEAM” SEMPER PARATUS

28. 2014 V-Directorate Staff Director (DIR-V) Michael S. Klacik Deputy Director (DIR-Vd) Perry R. Taylor Division Chief – Vessel Exams (DVC-VE) Andrew J. Render Division Chief – Visitation Programs (DVC-VP) Vincent Cerverizzo Division Chief – Technical Support (DVC-VT) John Yskamp Division Chief – Incentive Programs (DVC-VI) Keith Knotek Division Chief – Communications (DVC-VC) William J. Howard