UNITED STATES COAST GUARD AUXILIARY

1. UNITED STATES COAST GUARD AUXILIARY 2013 NATIONAL PROGRAM VISITOR WORKSHOP VISITATIONS MODULE 5 Prepared by the NATIONAL DIRECTORATE OF VESSEL EXAMINATION AND RECREATIONAL BOATING SAFETY PROGRAM VISITATION

2. Workshop Objectives • Goal of the Program Visitor • Developing Partnerships • Programs and Teamwork • Materials – Where to find / How to order • Paperwork and flow • Qualification Issues

3. Goal of the Program Visitor The main goal of the Program Visitor is: To deliver the RBS message to the greater recreational boating community through personal interaction. While working to accomplish this goal the Program Visitor must be able to adapt and “change hats”. So what is a Program Visitor?

4. What is a Program Visitor? Program Visitors are: • EDUCATORS • AUXILIARY AMBASSADORS • RECRUITERS • SALESMEN / SALESWOMEN • SOURCES OF INFORMATION Can you think of some other things???

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

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

7. COLD CALL ROLEPLAY Instructor: Select a member from class to participate as the USCG Auxiliary Program Visitor. They will then approach you “the Business Owner” at the front of the classroom and initiate a first contact (cold call) in an attempt to gain your 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 Once Inside: • Once you get a display box in a new location, or any location for that matter, the work is just beginning. • Use it to promote the Coast Guard, the Auxiliary, its programs and missions • Generate positive exposure for annual events like National Boating Safety 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 • Promote Public Education classes in your area.

9. Promotions and Teamworkcontinued Teamwork: • Make use of other resources right in your own Flotilla. • Work along 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 get my goals accomplished?

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 from the Partner organization to Flotilla meeting or go to their place of business. • Invite local media. • Have FSO-PA prepare news release with photo.

12. NOS Cooperative Chart Updating Program Purpose: • Report changes and/or corrections to charts and related publication data. • PVs can assist in verifying information in applicable Coast Pilot is current and correct. Procedures: • Use NOAA 77-5a, Chart Update Form and NS-Coast Pilot Text Correction Worksheet (instructions on documents) • Reports should be accurate, brief and in standard terminology.

13. NOS Cooperative Chart Updating Program Procedures (cont’d): • Bold face topical entries. • Use present Coast Pilot as a guide for style and terminology. • Corrections should be neatly printed or typed double spaced. • Reference page, line and column for correction/addition. • Reference edition of Coast Pilot to be updated. • When changing a portion of a line, the entire line must be rewritten including those portions unchanged.

14. NOS Cooperative Chart Updating Program 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

15. NOS Cooperative Chart Updating Program

16. NSCU Coast Pilot Text Correction Worksheet

17. 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/auxiliary/publications/misc/DCAT.pdf • This catalog contains a listing of all pamphlets, decals, certificates, manuals, display boxes, etc. that are available • You will need to research this catalog and find the best information to display in your partners locations

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

19. Materials and Supplies How do I order? • Contact your FC 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

20. Paperwork and FlowCG-5093 form V-Dept. How do I sign up a New Partner? • Use form CG-5093 and complete as directed by the instructions on the back • Once the form is completed, send it up through the proper chain. PV to FSO-PV to SO-PV to DSO-PV, etc. • Business Type codes are listed on back of form

21. Paperwork and FlowANSC-7046 form How do I credit for my Visits? • Member(s) ID and Name • Visit date • Remarks • Date submitted

22. Paperwork and FlowReporting When documenting your activities please be careful to make sure that your reports are completed correctly. It is very important that the time we spend as Auxiliarists is accounted for. 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.

23. 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 PV be certified a PV? • NO. The member must be in BQ status prior to certification.

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

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

26. Qualification Issuescontinued • Requirements for Recertification • Member performs two RBS visits as a Trainee under the supervision of a certified PV. • 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 PV is required to perform the annual currency maintenance visits prior to the end of the calendar year.

27. 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.

28. 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, but no matter how good we think we are, we can only succeed when work as a “TEAM” SEMPER PARATUS

29. 2013 V-Directorate Staff Officers We Save Lives !!! Director (DIR-V) Kelly L. Townsend Deputy Director (DIR-Vd) Michael S. Klacik Division Chief – Visitation Programs (DVC-VP) Vince Cerverizzo Division Chief – Vessel Exams (DVC-VE) Perry R. Taylor Division Chief – Technical Support (DVC-VT) John Yskamp Division Chief – Incentive Programs (DVC-VI) Keith R. Knotek Division Chief – Communications (DVC-VC) Paul J. Mayer Jr.