UNITED STATES COAST GUARD
AUXILIARY
2014 PROGRAM VISITOR
WORKSHOP
Prepared by the
NATIONAL DIRECTORATE OF VESSEL EXAMINATION
AND RECREATIONAL BOATING SAFETY PROGRAM VISITATION
Workshop Objectives
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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
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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?
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What is a Program Visitor?
Program Visitors are:
 Educators
 Auxiliary Ambassadors
 Recruiters
 Salesperson
 Source Of Information
Can you think of some other things???
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Developing Partnerships
Cold 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
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Cold Calls
continued
 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
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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?
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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:
o The Maritime Domain Awareness Program
o The America’s Waterway Watch
o The Citizen’s Action Network
o Public Education classes in your area.
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Promotions and Teamwork
continued
Teamwork:
 Make use of resources in your Flotilla
 Work with your FSO-PV, FSO-VE, FSO-PA, FSOPE, 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?
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Reward Your Deserving Partners
Recognition:
 Partner’s outstanding
contribution to the
RBS Program
 Recommended by you, the
Program Visitor
 Flotilla Commander makes
final determination
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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
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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
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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
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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/publicatio
ns/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
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Materials and Supplies
Typical
Catalog
Page
Item Description
Order #
Max Quantity
Item Name
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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
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Paperwork and Flow
ANSC-7046 form
How do I credit for my Visits?
 Member(s) ID
and Name
Division / Flotilla
 Visit date
Time Spent at Site
 Remarks
Business Location
Business Name
 Date submitted
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Paperwork and Flow
Reporting
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
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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
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Qualification Issues
continued
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
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Qualification Issues
continued
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)
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Qualification Issues
continued
 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
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Qualification Issues
continued
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.
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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
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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
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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
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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
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2014 V-Directorate Staff
Director (DIR-V)
Deputy Director (DIR-Vd)
Division Chief – Vessel Exams (DVC-VE)
Division Chief – Visitation Programs (DVC-VP)
Division Chief – Technical Support (DVC-VT)
Division Chief – Incentive Programs (DVC-VI)
Division Chief – Communications (DVC-VC)
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Michael S. Klacik
Perry R. Taylor
Andrew J. Render
Vincent Cerverizzo
John Yskamp
Keith Knotek
William J. Howard