State Operations Manual (Pub. 100-07), Ch. 4 § 4150
RO Oversight of SA Surveyor Training
4150 - RO Oversight of SA Surveyor Training
(Rev. 1, 05-21-04)
Responsibilities of RO staff for the surveyor training program fall into the following four
groupings:
A. To enforce and interpret the SA surveyor qualifications and training statement.
The RO:
1. Determines whether surveyors hired by SAs meet the Federal
qualifications requirements;
2. Assures that new surveyors complete the orientation program and attend
the appropriate Basic surveyor Training Course; and
3. Maintains an updated roster of SA surveyors.
B. To review, approve, and monitor the SA orientation programs for new surveyors.
The RO:
1. Assists States in adapting CMS orientation program to State needs;
2. Reviews and approves State’s proposed orientation program;
3. Monitors the implementation of the program assuring that each new
surveyor completes the orientation program;
4. Informs new surveyor in training (either when several trainees can come
to the RO at one time, or when the regional training administrator visits a
State or at some other convenient time and place), regarding the
responsibilities of ROs as they relate to their State;
5. Confers and advises the preceptor and/or coordinator on the administrative
and technical issues regarding the orientation program;
6. Participates in the evaluation of new surveyors’ development;
7. Plans, conducts, and coordinates the RO orientation program;
8. Issues a certificate to each surveyor satisfactorily completing the
orientation program;
9. Acts as a liaison between CO and the SA in overall implementation,
monitoring and evaluation of the orientation program; and
10. Evaluates the in-service training program in the SA as it relates to the
continued development of the skill knowledge of the new surveyor.
C. To provide nominations of eligible surveyors for basic and specialty courses. The
RO:
1. Maintains accurate information on surveyors who need to attend the basic
Surveyor Training Course;
2. Provides CO with nominations for the Basic Course on a timely basis; and
3. Selects attendees to specialty courses and provides the names to CO.
D. To design and carry out surveyor training programs that meet special needs of
individual States in the region. The RO:
1. Assists Central Office in assessing training needs of surveyors and
participates in task forces developing nationally offered specialty courses;
and
2. Based upon analytical studies, identifies training needs of SA surveyors
and develops training programs to meet those needs.