operational requirements - Texas Nurses Association

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January 2016 Page 1
OPERATIONAL REQUIREMENTS ATTESTATION
The Approved Provider Unit must implement the operational requirements established by the
American Nurses Credentialing Center’s Commission on Accreditation (ANCC COA) and the
Texas Nurses Association (TNA). A signed Operational Requirements Attestation (ORA) must be:
1.
Signed by the Primary Nurse Planner for the Approved Provider Unit and submitted with
the “Approved Provider Application”, or
2.
Signed and submitted to TNA by Primary Nurse Planner and Nurse Planners new to an
Approved Provider Unit.
Adherence to the requirements will be assessed through review of documents submitted in the
Approved Provider Application. Should there be a complaint about the Approved Provider Unit or a
need for review of the Approved Provider Unit’s records during the approval period, TNA will use
the “Approved Provider Application Criteria and Guidelines” as well as the operational
requirements to determine continued adherence to criteria. The operational requirements are
based upon the “Nursing Professional Development: Scope and Standards of Practice” (ANA,
2010) and the “2013 ANCC Primary Accreditation Application Manual for Providers and Approvers”
(2011).
OPERATIONAL REQUIREMENTS
1. Assessment of Learner Needs
Continuing nursing education activities are developed in response to and with
consideration for the unique educational needs of the Approved Provider Unit’s target
audience, the Registered Nurse.
The target audience and learner needs are derived from assessment data. A needs
assessment can be conducted using a variety of methods. Examples include:
 Surveying stakeholders including the target audience Registered Nurse;
 Reviewing quality studies and/or performance improvement activities;
 Reviewing education activity evaluation summaries;
 Monitoring trends in the literature, law, healthcare, and technology.
A variety of sources of supporting evidence for needs assessment data are available.
Examples include:
 Annual survey/needs assessment
 Outcome/quality data
 Requests from stakeholders
 Content experts
 Literature review
 Activity evaluation summary
 Current trends/research findings
Needs assessment data is evaluated by the Nurse Planner and the planning committee.
The data is used to validate the need for the education activity in question. The data is
also used to identify and validate gaps in the target audience’s knowledge base, skill
level, or practice. The education activity is designed to improve or meet the identified
gap(s). The purpose statement, objectives, content, and instructional strategies are
developed in response to the needs assessment data and should address current needs
of the Registered Nurse target audience related to their practice or professional
development.
The Nurse Planner is responsible for ensuring that the evidence/documentation
supporting the needs assessment data is on file and available upon request.
2. Planning Education Activities
Each education activity is planned collaboratively by at least one designated Nurse
Planner and one other planner/individual who has appropriate subject matter expertise –
the Content Expert.
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Nurse Planner:
 Is a Registered Nurse holding an active, valid RN license,
 Holds a baccalaureate or higher degree in nursing,
 Is responsible for adherence to ANCC/TNA criteria; and
 Is responsible for and is actively involved in all aspects of activity development.
Content Expert: Is defined by ANCC as “an individual with documented qualifications
demonstrating education, and /or experience in a particular subject matter (ANCC, 2011,
p. 105).
The planning committee is responsible for identifying the needed qualifications of those
delivering/creating content – presenters/authors – and that those qualifications are
appropriate and adequate.
Presenter/Author qualifications can be identified using a variety of methods. Examples
include:
 Content expertise
 Demonstrated comfort with teaching methodologies
 Presentation skills
 Familiarity with the RN target audience
Presenter/Author expertise in a subject matter can be evaluated based on such
characteristics as:
 Education
 Professional achievements and credentials
 Work experience
 Honors and awards
 Professional publications/presentations
The qualifications must address how the presenter/author has knowledge about/
expertise in the topic for this education activity and how the presenter/author gained that
knowledge and expertise.
An additional member of the planning committee could be a Content Reviewer. A
Content Reviewer is an individual selected to evaluate an education activity during the
planning phase of the education activity – or after it has been planned but before it is
delivered to learners – who evaluates the quality of the content, potential bias, and any
other aspects of the education activity that may require evaluation.
The Nurse Planner is responsible for ensuring completion and submission of
Biographical Data Forms and Conflict of Interest Disclosure forms by each planning
committee member, presenter, author, and content reviewer. The Nurse Planner
reviews these documents to ensure all involved have appropriate qualifications and to
evaluate for actual or potential conflicts of interest or sources of bias. If actual or
potential conflicts of interest exist, the Nurse Planner is responsible for applying
appropriate resolution process.
Additional responsibilities of the planning committee include:
 Identifying what criteria will be used to determine how participants will
successfully complete the education activity and how participation will be verified;
 Evaluating whether the education activity has or will have commercial support
and/or sponsorship and, if so, how content integrity will be maintained and bias
prevented;
 Identifying what methods will be used to disclose required/needed information to
participants; and
 Participating in evaluation summary analysis.
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3. Design Principles
The educational design process incorporates measureable objectives, content based on
the best available evidence, and appropriate instructional strategies.
Each education activity incorporates each of the following elements:
 Purpose statement: The purpose statement is written as an outcome statement
related to the Registered Nurse (RN) learner at the conclusion of the activity. It
should:
 Address the identified gap(s) in knowledge, skill, or practice as identified from the
needs assessment data;
 Identify the Registered Nurse target audience and how this activity will enrich the
Registered Nurse’s contributions to quality health care and his/her pursuit of
professional career goals;
 Identify the desired outcome and how that outcome could/will be measured; and
 Describe the intent of the education activity.
The purpose statement should be precise and concise and establish the “why” of the
activity.
 Objectives: Objectives are derived from the overall purpose of the education
activity and should support achievement of the purpose. They should be written
statements that describe learner-oriented outcomes that may be expected as a result
of participation in the educational activity. They should be explicit and measurable.
They should be written at a level appropriate for the RN target audience while
addressing the purpose. As appropriate, they should be written in the cognitive,
psychomotor, or affective domains. Well-defined, educational objectives are useful
to the planning committee, the presenter/author, and the RN learner. They are the
basis for activity evaluation. One action or outcome per objective. The number of
objectives will be sufficient to meet the purpose of the activity. The planning
committee, under the guidance of the Nurse Planner assigned to the activity, has
final approval of the activity objectives. Objectives describe the knowledge or skill
changes that should occur upon successful completion of the education activity.
 Content: Content should be congruent with the activity’s purpose and should be
relevant and supportive of its associated educational objective. Content should be
planned in a logical sequence, building on the knowledge of the RN target audience.
Content must include enough information and detail to demonstrate how the
objectives will be met. Content must focus on the needs of the Registered Nurse,
their characteristics and information meaningful to their nursing practice while
meeting the Texas Board of Nursing (BON) definition of and criteria for continuing
nursing education. Content should be more than a restatement of the objectives. It
should be selected based on the most current available evidence. Documentation
should support the quality of evidence chosen for content. Examples include:
 Evidence-based practice
 Literature/peer-reviewed journals
 Clinical guidelines
 Best practices
 Content experts/expert opinion
 Instructional strategies: Instructional strategies must be congruent with the
education activity’s objectives and content. Strategies take into account the
characteristics and needs of the RN target audience understanding that adult
learners do not always respond well to the lecture method. A combination of delivery
methods – lecture with audio visual support, group discussions, question and
answer, skill practice, handouts, etc. – is appropriate. These delivery methods and
the appropriate learner feedback mechanism will vary depending on the level of the
RN target audience, the objectives and the content. Additional materials and
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resources take into account the learner’s learning style – visual, auditory, and/or
tactile.
Verifying Participation: The planning committee determines what method(s)
should be used to verify participation. A unique identifier will be used to distinguish
between nurses of similar name. Neither the Registered Nurse’s license number nor
Social Security Number shall be used as a unique identifier. The
____________________ is the unique identifier used by this Approved Provider
Unit. Methods that can be used to verify participation include but are not limited to:
 Sign-in sheets
 Registration forms
 Signed attestation verifying attendance
 Log-in
Criteria for successful completion: The criteria and rationale for the method used
to judge successful completion of an activity are determined by the planning
committee and should be consistent with the purpose, objectives and instructional
strategies. A variety of methods can be used to judge successful completion. These
methods include, but are not limited to: post-testing, return demonstrations,
attendance at part or all of the activity, or submission of the activity evaluation tool.
4. Awarding Contact Hours
Contact hours are determined in a logical and defensible manner. Contact hours are
awarded to participants for those portions of the education activity devoted to the
learning experience and time spent evaluating the activity. One contact hour = 60
minutes. If “rounding” is desired in the calculation of contact hours, the Approved
Provider Unit must round down to the nearest 1/10th or 1/100th. Education activities may
also be conducted “asynchronously” and contact hours awarded at the conclusion of the
activity. There is not a minimum number of contact hours that can be awarded.
Contact hours may not be awarded retroactively except in the case of a pilot study.
Participants in a pilot study assist in determining the length of time required for
completing an education activity in order to calculate the number of contact hours to
award. Those participants may be awarded contact hours once the number is
determined.
Welcome, introductions, breaks, and viewing of exhibits are not included in the
calculation of contact hours. Evaluation is considered part of the learning activity and
may be included in calculation of contact hours.
5. Evaluation
 A clearly defined method, which includes learner input, is used to evaluate the
effectiveness of each education activity.
 Revisions are made to ongoing continuing nursing education activities based on
evaluation data and participant input.
 Evaluation is a systematic and useful plan aimed at measuring processes and
outcomes that are relevant to the activity, learners, and stakeholders (ANA, 2010, p.
31).
 The planning committee determines the method(s) of evaluation to be used.
 The evaluation method(s) should be relative to the desired outcome of the education
activity.
 Evaluation may include both short – and long-term methods.
 An evaluation summary is generated for the Nurse Planner for the planning
committee to review and assess the education activity’s effectiveness and to identify
how results may be used to guide future education activities.
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6. Approval Statements
All communications, marketing materials, certificates of successful completion, and other
documents that refer to the Approved Provider Unit’s TNA Approved Provider status
must contain the following approval statement:
Name of Approved Provider Unit is an approved provider of continuing nursing
education by the Texas Nurses Association, an accredited approver by the American
Nurses Credentialing Center’s Commission on Accreditation.
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The approval statement must stand alone.
The approval statement must be displayed clearly and worded correctly.
Contact hours are “awarded” never “accredited” or “approved”.
7. Documentation of Completion
Participants receive written verification of their successful completion of an activity,
which includes at a minimum:
 Name and address of the Approved Provider Unit
 Approved Provider ID number
 Name of participant
 Title of activity
 Number of contact hours awarded to participant
 Day, month, and year of activity presentation
 Location
 Correct TNA approval statement (see above in #6)
8. Commercial Support and Sponsorship
 The Approved Provider Unit must adhere to the American Nurses Credentialing
Center’s Content Integrity Standards for Industry Support in Continuing Nursing
Educational Activities at all times.
 A commercial interest, as defined by ANCC/TNA, is any entity producing, marketing,
reselling, or distributing healthcare goods or services consumed by or used on
patients, or an entity that is owned or controlled by an entity that produces, markets,
resells, or distributes healthcare goods or services consumed by or used on patients.
Commercial Support is financial or in-kind contributions given by a commercial
interest that are used to pay all or part of the costs of a CNE activity.
Sponsorship is financial or in-kind contributions from an organization that does not
fit the category of a commercial interest and that are used to pay for all or part of the
costs of a CNE activity.
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Form9102015
Organizations providing commercial support or sponsorship may not provide or coprovide an education activity.
The Approved Provider Unit developing the education activity is responsible for
ensuring that the integrity of the educational content is maintained.
The Approved Provider Unit developing the education activity is responsible for
taking appropriate precautions to prevent bias in the educational content.
Employees of commercial interests may not serve on planning committees or act as
a presenter.
Approved Provider Units must develop written policies and/or procedures for
managing commercial support/sponsorship.
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Written policies and/or procedures related to managing commercial support and
sponsorship must address the following:
 Template of an agreement to be used for commercial support (Commercial
Support Agreement) or sponsorship (Sponsorship Agreement).
 The agreement must include:
 Statement that the provider of commercial support or sponsorship may
not participate in any component of the planning process of an education
activity, including:
 Assessment of learning needs
 Determination of objectives
 Selection or development of content
 Selection of presenters or authors
 Selection of instructional strategies
 Evaluation
 Statement of understanding that the commercial support or sponsorship
will be disclosed to the participants of the education activity
 Statement of understanding that the provider of commercial support or
sponsorship must agree to abide by the Approved Provider Unit’s
policies/procedures
 Amount of commercial support or sponsorship and description of in-kind
donation
 Name and signature of the individual who is legally authorized to enter
into contracts on behalf of the provider of commercial support or
sponsorship
 Name and signature of the individual who is legally authorized to enter
into contracts on behalf of the Approved Provider Unit
 Date the agreement was signed
 Method of documenting how commercial support or sponsorship was used for
the education activity or activities.
 Commercial support/sponsorship must be acknowledged in all promotional materials
related to the education activity.
 Commercial support/sponsorship must be disclosed to attendees prior to the
beginning of the education activity.
 If commercial products are displayed, a statement reflecting the fact that Approved
Provider status refers only to the continuing education activity and does not imply
the Approved Provider Unit, the American Nurses Credentialing Center’s
Commission on Accreditation or Texas Nurses Association approval or endorsement
of any commercial product must be available to participants.
9. Conflicts of Interest Evaluation and Resolution
The potential for conflicts of interest exists when an individual has the ability to control or
influence the content of an educational activity and has a financial relationship with a
commercial interest*, the products or services of which are pertinent to the content of the
education activity.
*Commercial interest, as defined by ANCC, is any entity producing, marketing, reselling,
or distributing healthcare goods or services consumed by or used on patients, or an
entity that is owned or controlled by and entity that produces, markets, resells, or
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distributes healthcare good or services consumed by or used on patients. Nonprofit or
government organizations, non-healthcare-related companies, and healthcare facilities
are not considered commercial interests.
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The Nurse Planner is responsible for evaluating the presence or absence of
conflicts of interest and resolving any identified actual or potential conflicts of
interest during the planning and implementation phases of an education activity.
If the Nurse Planner has an actual or potential conflict of interest, he or she
should recuse himself or herself from the role as Nurse Planner for the education
activity.
The Nurse Planner is responsible for ensuring that all individuals who have the
ability to control or influence the content of an education activity disclose all
relevant relationships** with any commercial interest, including but not limited to
members of the planning committee, presenters, authors, and/or content
reviewers. Relevant relationships must be disclosed to the learners during the
time when the relationship is in effect and for 12 months afterward. All
information disclosed must be shared with the learners prior to the start of the
education activity.
**Relevant relationships, as defined by ANCC, are relationships with a
commercial interest if the products or services of the commercial interest are
related to the content of the education activity.
 Relationships with any commercial interest of the individual’s spouse/
partner may be relevant relationships and must be reported, evaluated, and
resolved.
 Evidence of a relevant relationship with a commercial interest may include
but is not limited to receiving a salary, royalty, intellectual property rights,
consulting fee, honoraria, ownership interest (stock and stock options,
excluding diversified mutual funds), grants, contracts, or other financial
benefit directly or indirectly from the commercial interest.
 Financial benefits may be associated with employment, management
positions, independent contractor relationships, other contractual
relationships, consulting, speaking, teaching, membership on an advisory
committee or review panel, board membership, and other activities from
which remuneration is received or expected from the commercial interest.
The Nurse Planner is responsible for evaluating whether any relationship with a
commercial interest is considered relevant to the content of the education
activity. Disclosures may be categorized in the following ways:
 No relevant relationship with a commercial interest exists. No resolution
required.
 Relevant relationship with a commercial interest exists. The relevant
relationship with the commercial interest is evaluated by the Nurse Planner
and determined not to be pertinent to the content of the education activity.
No resolution required.
 Relevant relationship with a commercial interest exists. The relevant
relationship is evaluated by the Nurse Planner and determined to be
pertinent to the content of the education activity. Resolution is required.
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Additionally, please note:
 Employees of commercial interest organizations are not permitted to serve
as planners, presenters, authors and/or content reviewers if the content of
the educational activity is related to the products or services of the
commercial interest organization.
 Employees of commercial interest organizations are permitted to serve as
planners, presenters, authors and/or content reviewers if the content of the
educational activity is NOT related to the products of the commercial interest
organization.
 Individuals who have non-employee relationships with commercial interest
organizations are permitted to serve as planners, presenters, authors
and/or content reviewers as long as the individual activity organization has
implemented a mechanism to identify, resolve, and disclose the relationship.
Actions taken to resolve conflicts of interest must demonstrate resolution of the
identified conflicts of interest prior to presenting the education activity to
learners. Such actions must be documented and the documentation must
demonstrate (1) the identified conflict, and (2) how the conflict was resolved.
Actions may include but are not limited to the following:
 Discussing the conflict with the individual.
 Revising the role of the individual with a conflict of interest.
 Reviewing the education activity by the planning committee or a content
reviewer to evaluate for potential bias, balance in presentation, evidencebased content or other indicators of integrity, an absence of bias, AND
monitoring the education activity to evaluate for commercial bias in the
presentation.
 Reviewing the education activity by the planning committee or a content
reviewer for potential bias, balance in presentation, evidence-based content
or other indicators of integrity, an absence of bias, AND reviewing participant
feedback to evaluate for commercial bias in the presentation.
If in reviewing an individual’s Biographical Data Form or Conflict of Interest
Disclosure form, the Nurse Planner and/or planning committee suspect that there
might be a conflict of interest and/or a potential for bias that was not selfdisclosed, the Nurse Planner must address it.
10. Disclosures Provided to Activity Participants
Learners must receive disclosure of required items prior to the start of an education
activity. In Provider-Directed activities, disclosures must be made to the learner prior to
initiation of the educational content. In Learner-Paced activities, disclosures must be
visible to the learner prior to the start of the educational content. Required disclosures
may not occur or be located at the end of an education activity. Evidence of the
disclosures to the learner must be retained in the activity file. If a disclosure is provided
verbally, an activity attendee must document both the type of disclosure and the
inclusion of all required disclosure elements.
Disclosures always required include:
 Notice of requirements for successful completion of the education activity:
Prior to the start of an education activity, learners must be informed of the
purpose and/or objectives of the education activity and the criteria used to
determine successful completion.
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Presence or absence of conflict of interest for planners, presenters,
authors, and content reviewers. Any influencing relationships, or lack thereof,
of planners, presenters, authors, or content reviewers in relation to the education
activity. If applicable, the disclosure should include:
 Name of individual
 Name of commercial interest
 Nature of the relationship the individual has with the commercial interest
Disclosures requited, if applicable, include:
 Commercial Support. Learners must be informed if a commercial interest has
provided financial or in-kind support for the education activity, including how
content integrity is maintained and bias prevented.
 Sponsorship. Learners must be informed if a sponsor has provided financial or
in-kind support for the education activity, including how content integrity is
maintained and bias prevented.
 Expiration of Enduring Material. Education activities provided through an
enduring format (e.g., print, electronic, Web-based) are required to include an
expiration date documenting how long contact hours will be awarded. This date
must be visible to the learner prior to the start of the educational content.
11. Approved Provider Record Keeping
The Approved Provider Unit is responsible for maintaining activity file records in a
secure, confidential, retrievable file (electronic or hard copy) accessible to authorized
personnel for six (6) years. The record keeping files must include:
 Title and location (if Provider-Directed) of activity
 Type of activity format: Provider-Directed or Learner-Paced
 Date Provider-Directed activity presented or, for Learner-Paced, date first
offered and subsequent review dates
 Description of the target audience
 Method of the needs assessment
 Findings of the needs assessment
 Names, titles, and expertise of the activity planners
 Role held by each planning committee member (must include
identification of the Nurse Planner and Content Expert(s))
 Names, titles, and expertise of activity presenters, authors and/or content
reviewers
 Conflict of interest disclosure statements from planners
 Resolution of conflicts of interest for planners, if applicable
 Conflict of interest disclosure statements from presenters, authors, and/or
content reviewers
 Resolution of conflicts of interest for presenters, authors, and/or content
reviewers, if applicable
 Purpose of activity
 Objectives of activity
 Evidence of gap in knowledge, skill, or practice for the RN target
audience
 Content of activity reflected on an Educational Documentation Form
 Instructional strategies used
 Evidence of learner feedback mechanisms
 Rationale and criteria for judging successful completion
 Method or process used to verify participation of learners
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Number of contact hours awarded for activity, including method of
calculation (Approved Provider must keep a record of the number of
contact hours earned by each participant)
 Template of evaluation tool(s) used
 Marketing and promotional materials
 Means of ensuring content integrity in the presence of commercial support (if
applicable)
 Commercial Support Agreement with a signature and a date (if applicable)
 Means of ensuring content integrity in the presence of sponsorship (if
applicable)
 Sponsorship Agreement with signature and date (if applicable)
 Evidence of disclosing to the learner:
 Purpose and/or objectives and criteria for successful completion
 Presence or absence of conflicts of interest for all members of the
planning committee, presenters, authors and content reviewers
 Commercial support or sponsorship (if applicable)
 Non-endorsement of products (if applicable)
 Expiration date (enduring materials only)
 Evidence of verbal disclosure (if applicable)
 Documentation of successful completion must include:
 Title and date of the education activity
 Name and address of Approved Provider of the education activity
(web address acceptable)
 Number of contact hours awarded
 Approved Provider statement
 Learner’s name
 Provider ID Number
 Location
 Summative evaluation
 List of learner names with unique identifier. (Include a representative sample
of data collected in activity file to be reviewed. The Approved Provider must
maintain all participant data in a safe and secure manner.)
 Division of responsibilities among co-providers (if applicable)
 Joint Providership agreement with signature and date (if applicable)
The following employer job titles are authorized to access the Approved Provider Unit’s
education activity files:
1)
2)
3)
4)
12. Joint Providing Activities for Continuing Nursing Education
When an activity is joint provided, the Approved Provider Unit is referred to as the
provider of the education activity. The other organization(s) is referred to as the joint
provider(s) of the education activity. The joint providing organization may not be a
commercial interest or sponsor. The Approved Provider Unit’s Nurse Planner must be
on the planning committee and is responsible for ensuring adherence to the
ANCC/TNA criteria.
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When an education activity is joint provided, the Approved Provider Unit’s Nurse
Planner is responsible for ensuring that the:
 Joint Provider agreement(s) is signed
 Approved Provider’s name is prominently displayed in all marketing material
and certificates of successful completion
 Name(s) of the organizations acting as the joint provider(s) are listed
appropriately
 Statement of responsibility of the Approved Provider Unit, includes:
 Determining educational objectives and content
 Selecting planners, presenters, authors, and content reviewers
 Awarding of contact hours
 Recordkeeping procedures
 Developing evaluation methods
 Managing commercial support or sponsorship
 Name and signature of the individual legally authorized to enter into contracts on
behalf of the Approved Provider Unit
 Name and signature of the individual legally authorized to enter in contracts on
behalf of the joint provider(s)
 Date the agreement was signed is completed
If collaborating providers are all ANCC accredited or approved, one is designated to
retain the provider responsibilities by mutual, written agreement. The Accredited or
Approved Provider designated to retain these responsibilities is referred to as the
provider, and the other collaborating providers are referred to as joint providers.
13. Timely Communication with TNA
In order to maintain timely communication with the Texas Nurses Association:
 Submit reports of data requested by TNA within the time frame specified.
 The Primary Nurse Planner or designee must notify TNA in writing and within 30
days, of any change within the Approved Provider Unit /organization, including
but not limited to:
 Changes that alter the information provided in the Approved Provider
application, including change of address or organization name.
 Change in Primary Nurse Planner or suspension, lapse, revocation, or
termination of the Primary Nurse Planner’s registered nursing license.
 Change in Nurse Planners or suspension, lapse, revocation or
termination of any of the Nurse Planner’s registered nursing licenses.
 Change in other key personnel.
 Change in ownership or structure of the organization.
 Indication of potential instability (e.g., labor strike, reduction in force,
bankruptcy) that may impact the organization’s ability to function as an
Approved Provider.
 Decision to terminate Approved Provider status.
 Any new Primary Nurse Planner or new Nurse Planner must sign an “Operational
Requirements Attestation” Form agreeing to meet the criteria, and submit it to
TNA. A Biographical Data Form for Approved Provider Unit must also be
submitted to TNA for any new Primary Nurse Planner or Nurse Planner.
14. Provide Not Approve Activities
Approved Providers may only provide activities in which an Approved Provider Unit
Nurse Planner assumes an active role in the entire process, from planning through
evaluation. Approved Providers may never approve activities.
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15. Requirements and Responsibilities of Primary Nurse Planners and Nurse
Planners
Primary Nurse Planner: The Primary Nurse Planner has ultimate authority,
accountability, and responsibility for the overall Approved Provider Unit.
Requirements/Qualifications:
1)
Holds a baccalaureate or higher degree in nursing.
2)
Holds a current, valid license as a Registered Nurse.
3)
Has experience in the assessing, planning, implementing, and evaluating of
CNE activities.
4)
Has knowledge of ANCC/TNA criteria and adult learning principles.
Responsibilities:
1)
Serves as a liaison between TNA and the Approved Provider Unit.
2)
Ensures the Approved Provider Unit implements and adheres to all operational
requirements.
3)
Oversees and ensures that ANCC/TNA criteria and Texas Board of Nursing
rules are adhered to across all phases of activity development.
4)
Serves as a CNE resource to the Approved Provider Unit and others as
needed.
5)
Orients new Nurse Planner(s) and other key personnel to the Approved
Provider Unit.
6)
Ensures all Approved Provider Unit Nurse Planners meet minimum
requirements/ qualifications.
7)
Implements the overall Approved Provider Unit’s evaluation plan.
8)
Keeps all members of the Approved Provider Unit up-to-date on ANCC/TNA
criteria.
9)
Monitors the actions of all members of the Approved Provider Unit in
relationship to their adherence to ANCC/TNA criteria.
10) Advocates for resources – human, material, and financial – to ensure the
Approved Provider Unit meets its goals related to quality outcomes and nursing
professional development.
11) Ensures the Approved Provider Unit is in compliance with all applicable federal,
state, and local laws and regulations that impact the organization’s ability to
meet ANCC/TNA criteria and maintain the Approved Provider Unit.
Nurse Planner: The Nurse Planner has ultimate authority, accountability, and
responsibility for activity development with the Approved Provider Unit.
Requirements/Qualifications:
1)
Holds a baccalaureate or higher degree in nursing.
2)
Holds a current, valid license as a Registered Nurse.
3)
Has experience in the assessing, planning, implementing, and evaluating of
CNE activities.
4)
Has knowledge of ANCC/TNA criteria and adult learning principles.
Form9102015
January 2016 Page 13
Responsibilities:
1)
Ensures that ANCC/TNA criteria and Texas Board of Nursing rules guide the
development, implementation, and evaluation of CNE activities offered by the
Approved Provider Unit.
2)
Is involved in the entire process of CNE activity delivery – from inception
through evaluation and follow-up – for the Approved Provider Unit.
3)
Utilizes activity evaluation data to guide future activity selection and to measure
changes in nursing practice or nursing profession development.
Your signature below indicates your commitment to adhere to the criteria contained
within this Operational Requirements Attestation.
Primary Nurse Planner’s Name:
Please Print
____________________________________________________________________________
Signature of Primary Nurse Planner
Date
Nurse Planner’s Name:
Please Print
____________________________________________________________________________
Signature of Nurse Planner
Date
Form9102015
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