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2005 QE Workshop First District Northern Region 2005 Qualification Examiner Workshop 2005 QE Workshop First District Northern Region 2005 Qualification Examiner Workshop

Our Session Today • • • Introductions Ground Rules for Discussion 2004 Summary, QE Our Session Today • • • Introductions Ground Rules for Discussion 2004 Summary, QE workload Boat Crew Currency Qualification AUXDATA items First District Northern Region 2005 Qualification Examiner Workshop

More session topics • • • POMS for Coxswains POMS for QEs QE Currency More session topics • • • POMS for Coxswains POMS for QEs QE Currency OTO items Policy Discussion: QE selection board, QE evaluation, QEC evaluation, other topics First District Northern Region 2005 Qualification Examiner Workshop

Breaks • • • 15 minute morning break around 1030 45 minute lunch break Breaks • • • 15 minute morning break around 1030 45 minute lunch break around 1200 15 minute afternoon break around 1445 Close at 1600 Tour available of Berlin Fire Department First District Northern Region 2005 Qualification Examiner Workshop

Usual Discussion Rules • • Respect other participants Listen to what others say Only Usual Discussion Rules • • Respect other participants Listen to what others say Only one person speaking at a time Speak slowly and clearly so all can hear and understand • Speak only to the current topic • Everybody needs to able to speak; facilitators may provide limits if needed First District Northern Region 2005 Qualification Examiner Workshop

Background: BCQP is 21 years old • The Boat Crew Qualification Program is intended Background: BCQP is 21 years old • The Boat Crew Qualification Program is intended to facilitate the qualification of members in surface operations, not to act as a “rite of passage” or an unnecessary burden • The process must be professional and complete • Not all Auxiliary members are suited for surface operations roles, even if motivated. First District Northern Region 2005 Qualification Examiner Workshop

QEs are Extensions of OTO • The DIRAUX Operations and Training Officer cannot perform QEs are Extensions of OTO • The DIRAUX Operations and Training Officer cannot perform evaluations of candidates, but the OTO is the individual that certifies members. • QEs are the objective and subjective evaluators for the OTO. • QEs must be the best and most experienced coxswains possible to be most effective. First District Northern Region 2005 Qualification Examiner Workshop

QEs • Evaluate a candidate as a leader in stressful situations. A coxswain holds QEs • Evaluate a candidate as a leader in stressful situations. A coxswain holds the ultimate safety of the crew and vessel in their hands. • Evaluate seamanship, specific task/procedure skills • Evaluate future independent performance safely, under USCG policy, and as a USCG representative First District Northern Region 2005 Qualification Examiner Workshop

2004 In Review • First year of D 1 NR QEC • Boat Crew 2004 In Review • First year of D 1 NR QEC • Boat Crew Currency – handling of 5 year approvals • TCT process: finding, taking biannual TCT • QE scheduling: direct to QE. Any issues/problems? • QE/Mentor sessions at conferences First District Northern Region 2005 Qualification Examiner Workshop

QE Workload • Handout shows national statistics for 2004 • Remember boating season differences QE Workload • Handout shows national statistics for 2004 • Remember boating season differences between districts! • D 1 SR (014), D 9 (all three Aux regions) probably closest to our season • National average is 1 QE per 8. 7 coxswains, and 1 QE per 10. 8 crewmembers. • D 1 NR is 1 QE per 7. 7 coxswains, and 1 QE per 13. 6 crewmembers First District Northern Region 2005 Qualification Examiner Workshop

D 1 NR Active Crew and Coxswain Cox Div 1 14 Div 2 27 D 1 NR Active Crew and Coxswain Cox Div 1 14 Div 2 27 Div 3 12 Div 4 15 Div 5 16 Div 6 22 Div 7 14 Div 8 10 Div 9 9 Div 10 20 Div 11 30 Div 12 17 First District Northern Region 2005 Qualification Examiner Workshop Crew 27 55 22 21 43 27 28 18 20 25 55 34

D 1 NR QE Availability statistical area Div QEs Members/QE (<50 miles) SW Harbor D 1 NR QE Availability statistical area Div QEs Members/QE (<50 miles) SW Harbor 1 2 20. 5 Portland 2 1 82. 0 Portsmouth 2 7 11. 7 16 11. 3 Boston-Salem-Scituate 3, 4, 5, 12 Springfield 9 2 14. 5 Hyannis 11 5 17. 0 New Bedford 6 7 7. 0 7, 8, 10 12 9. 6 31 18. 7 Warwick Entire District First District Northern Region 2005 Qualification Examiner Workshop

D 1 NR QE Availability • District wide: 1 QE for every 18. 7 D 1 NR QE Availability • District wide: 1 QE for every 18. 7 active boat crew qualified members • Nation wide: 1 QE for every 19. 4 boat crew qualified members (inactive or active) • Our QE availability is as good or better than the national average • Focus on very local issues of availability First District Northern Region 2005 Qualification Examiner Workshop

First District Northern Region 2005 Qualification Examiner Workshop First District Northern Region 2005 Qualification Examiner Workshop

Boat Crew Currency Flow • Existing: Year 1 -4: self-certify/coxswain certify. Signed form goes Boat Crew Currency Flow • Existing: Year 1 -4: self-certify/coxswain certify. Signed form goes to IS chain for local processing. Year 5: QE. Signed form goes to OTO. • Problem: DIRAUX office not set up to handle all the task processing, confusion over QE approval item caused trouble in 2004 First District Northern Region 2005 Qualification Examiner Workshop

Boat Crew Currency Flow • Existing: form doesn’t reflect automated POMS 7030 processing. • Boat Crew Currency Flow • Existing: form doesn’t reflect automated POMS 7030 processing. • Members always are confused, and processing is spotty (twice, not at all, missing items) First District Northern Region 2005 Qualification Examiner Workshop

Boat Crew Currency Flow • Proposed: form is used for all years, always goes Boat Crew Currency Flow • Proposed: form is used for all years, always goes to IS chain for local processing. Years 1 -4 self-certify/coxswain signed. Year 5 QE signed • Proposed addition: QE sends letter about 5 th year candidates to OTO, who handles ONLY the 5 year QE approval task (this is in addition to QE signing the candidate’s currency form for the IS chain) First District Northern Region 2005 Qualification Examiner Workshop

Boat Crew Currency Flow • Let AUXDATA sort out getting all the necessary prerequisites Boat Crew Currency Flow • Let AUXDATA sort out getting all the necessary prerequisites together, that’s what a tool is for • DIRAUX letter to member only certifies that QE approval was achieved, needs to be worded that other requirements must be met before certification is extended First District Northern Region 2005 Qualification Examiner Workshop

Boat Crew Currency Flow • Failure to get tasks entered by IS chain, failure Boat Crew Currency Flow • Failure to get tasks entered by IS chain, failure to get other requirements (hours, TCT, Nav. Rules, etc) will still result in certification lapsing • Develop increasing member responsibility and leadership awareness of monitoring necessary items First District Northern Region 2005 Qualification Examiner Workshop

Boat Crew Currency Flow • Update form to include the necessary patrol info needed Boat Crew Currency Flow • Update form to include the necessary patrol info needed for IS processing • Update form to include how POMS online 7030 remarks should be entered • Currency Form may actually be redundant, but provides warm feelings of form in hand vs electronic POMS or other processing…and is the ultimate backup. First District Northern Region 2005 Qualification Examiner Workshop

Boat Crew Currency Flow • Proposal cleans up currency form flow, but adds communication Boat Crew Currency Flow • Proposal cleans up currency form flow, but adds communication from QE direct to OTO on 5 th year results • Discussion? First District Northern Region 2005 Qualification Examiner Workshop

First District Northern Region 2005 Qualification Examiner Workshop First District Northern Region 2005 Qualification Examiner Workshop

Boat Crew Qualification Flow • Some items require “proof” to be presented to QE Boat Crew Qualification Flow • Some items require “proof” to be presented to QE • Crew: Task BCM-08 -01 -AUX. Candidate must present some form of certificate from the listed boating courses, and QE (not mentor) signs task in Qualification Guide. • Crew TCT: Task BCM-01 -03 -AUX. TCT is “readily available” in this district, so crew candidates should have this signed as complete by a mentor prior to QE dockside or underway checkride. First District Northern Region 2005 Qualification Examiner Workshop

Boat Crew Qualification Flow • Both Crew and Cox: All tasks must be complete Boat Crew Qualification Flow • Both Crew and Cox: All tasks must be complete prior to the dockside oral exam and underway checkride. • COX: Task COX-01 -01 -AUX. The candidate must show proof to a QE that at least 28 hours underway as crew has been done. The choice of documents is up to the candidate, but the QE (not mentor) must sign this task. (If candidate is using deck officer or operator license, a copy will be needed by DIRAUX) First District Northern Region 2005 Qualification Examiner Workshop

Boat Crew Qualification Flow • COX: Task COX-04 -01 -AUX. Nav. Rules. Candidate must Boat Crew Qualification Flow • COX: Task COX-04 -01 -AUX. Nav. Rules. Candidate must show QE results of Nav. Rules exam (completion letter, email, or AUXDATA report). QE, not mentor, signs Qualification Guide. (QEs can proctor Nav. Rules exams if paper copies are used; online Nav. Rules is highly encouraged instead) First District Northern Region 2005 Qualification Examiner Workshop

Boat Crew Qualification Flow • Successful completion of last task (underway checkride) requires QE Boat Crew Qualification Flow • Successful completion of last task (underway checkride) requires QE to make Certification Recommendation to OTO. • Letter to make Certification Recommendation is Appendix C of the Auxiliary Boat Crew Training Manual. • QE is responsible for sending this letter. • Keep a copy for your QE records. First District Northern Region 2005 Qualification Examiner Workshop

First District Northern Region 2005 Qualification Examiner Workshop First District Northern Region 2005 Qualification Examiner Workshop

AUXDATA • POMS has purportedly increased AUXDATA patrol hour tracking by making patrol hours AUXDATA • POMS has purportedly increased AUXDATA patrol hour tracking by making patrol hours easy to submit • QEs should be listed as crew on the POMS patrol order; this means with existing POMS that the QE will get crew underway time. That’s ok, it doesn’t count towards your coxswain currency. First District Northern Region 2005 Qualification Examiner Workshop

AUXDATA • QE checkride time must be reported separately from patrol paperwork by QE: AUXDATA • QE checkride time must be reported separately from patrol paperwork by QE: mission 7 C • QE dockside exam time must be reported by QE: mission 7 B • The above two mission reports are the only record AUXDATA has of actual QE missions • The online 7030 form, emailed to your IS chain, is easy to use directly on the web. Paper copies work, too. First District Northern Region 2005 Qualification Examiner Workshop

Reading Your Status • AUXDATA, under Training Status, shows your Boat Crew and QE Reading Your Status • AUXDATA, under Training Status, shows your Boat Crew and QE status • For annual items (tasks), green means done, red means lacking from a prior period, black means something is needed this year • For 5 year items, the due date means expiration of the item; YOU MUST COMPLETE THE ITEM PRIOR TO EXPIRATION. • You can look at your own record directly, or ask your local IS chain to provide you the report. First District Northern Region 2005 Qualification Examiner Workshop

First District Northern Region 2005 Qualification Examiner Workshop First District Northern Region 2005 Qualification Examiner Workshop

POMS for Coxswains • All QEs are coxswains • All coxswains need to know POMS for Coxswains • All QEs are coxswains • All coxswains need to know the current method for handling patrol orders, reimbursement, AUXDATA recording • Divisions that are hiding this system from members will eventually find that untenable First District Northern Region 2005 Qualification Examiner Workshop

First District Northern Region 2005 Qualification Examiner Workshop First District Northern Region 2005 Qualification Examiner Workshop

POMS for QEs • Checking on validity of patrol orders for all vessel facilities POMS for QEs • Checking on validity of patrol orders for all vessel facilities involved in a checkride/5 year currency evolution • Includes validating crewmembers First District Northern Region 2005 Qualification Examiner Workshop

First District Northern Region 2005 Qualification Examiner Workshop First District Northern Region 2005 Qualification Examiner Workshop

QE Currency • QEs are appointed for 2 year intervals • Some type of QE Currency • QEs are appointed for 2 year intervals • Some type of evaluation is needed for QEs and OTO to mutually decide on reappointments • Since 1995, Chief Diraux has suggested an annual minimum underway time for QEs First District Northern Region 2005 Qualification Examiner Workshop

QE Currency • QEs are expected to be the “cream of the crop” in QE Currency • QEs are expected to be the “cream of the crop” in coxswain expertise • 20 hours underway (either as coxswain for normal boat crew activity, or underway check ride time as QE) has been both Auxiliary and Coast Guard suggestion • Some districts require a minimum QE mission count First District Northern Region 2005 Qualification Examiner Workshop

QE Currency • How would QEs nation wide and district wide stack up to QE Currency • How would QEs nation wide and district wide stack up to a 20 hour minimum underway time? • Nation wide: 33% of all QEs do not meet this minimum • District wide: 32% of our QEs do not meet this minimum First District Northern Region 2005 Qualification Examiner Workshop

D 1 NR QE underway activity First District Northern Region 2005 Qualification Examiner Workshop D 1 NR QE underway activity First District Northern Region 2005 Qualification Examiner Workshop

All Coxswains Underway Activity First District Northern Region 2005 Qualification Examiner Workshop All Coxswains Underway Activity First District Northern Region 2005 Qualification Examiner Workshop

QE Currency • Proposal: QEs in D 1 NR should have at least 20 QE Currency • Proposal: QEs in D 1 NR should have at least 20 hours underway as coxswain or QE annually to maintain premium skills; failure to maintain this level should be considered in evaluating reappointment. • Discussion? • QEs that are not facility owners must put extra effort in getting underway time First District Northern Region 2005 Qualification Examiner Workshop

First District Northern Region 2005 Qualification Examiner Workshop First District Northern Region 2005 Qualification Examiner Workshop

Operations and Training Officer First District Northern Region 2005 Qualification Examiner Workshop Operations and Training Officer First District Northern Region 2005 Qualification Examiner Workshop

First District Northern Region 2005 Qualification Examiner Workshop First District Northern Region 2005 Qualification Examiner Workshop

Myths • Myth: some tasks are optional. Answer: there are no optional tasks in Myths • Myth: some tasks are optional. Answer: there are no optional tasks in D 1 NR. • Myth: there are no changes to the BC Qualification Guides (crew, coxswain, PWC) Answer: CHIEF DIRAUX office has been lax in online material links. Material received from AUXCEN will have printed changes to make in the guides. Coast Guard Directives System has definitive online copies. First District Northern Region 2005 Qualification Examiner Workshop

Policy Items to Decide • • QE selection board QE evaluation (annually or biannually) Policy Items to Decide • • QE selection board QE evaluation (annually or biannually) QEC evaluation QEs (either active or in process to become a QE) in senior elected positions First District Northern Region 2005 Qualification Examiner Workshop

First District Northern Region 2005 Qualification Examiner Workshop First District Northern Region 2005 Qualification Examiner Workshop