1. Work is generally accurate

To be rated satisfactory in this factor, employees accuracy in all case types should reasonably approximate the average PC accuracy for that period. The analyst’s accuracy is determined from a sample of approximately 75-80 high Risk Cases and CQA's sampling, counting concurrent cases as one case. Although errors in all areas will be identified and corrected, only Group I Deficiency type errors as outlined in POMS section DI 30005.121 will be counted in computing accuracy.

2. To be rated satisfactory, the employee's developmental practices must conform to the following:

A. Takes prompt and effective first actions geared to obtaining required evidence

A. Action taken within two days of receipt Contact made with all pertinent sources and contact appropriate as to content

B. Takes timely follow-up action of a substantive nature. Maintains case controls. Makes determinations promptly.

substantial nature. Maintains appropriate controls. Makes determinations promptly. Action taken within two days of appropriately selected follow-up date or within two days of receipt of evidence for determinations. Contacts appropriate as to content. Takes alternative action when appropriate. Checks voice mail frequently. Takes appropriate case actions on other caseloads as assigned.

C. Purchase appropriate evidence judiciously with all pertinent sources contacted prior to

C. Purchase appropriate evidence judiciously with all pertinent and potentially productive sources contacted prior to purchase. CE purchase actions are complete, prompt, and correct. Action taken within two days of identification of need

3. Produce sufficient number of cases

3. An employee will be rated satisfactory in this factor if productivity, i.e. number of cases produced in the evaluation period is at least 484 prototype cases or dispositions, as a percent of receipts, is equal to 100% or greater.

A. Tactfully and persuasively elicit information from the medical community through telephone and written contacts.

5. General Requirements

5. To be rated satisfactory in this factor, an employee

A. Identifies problem situations and refers to supervisors for corrective action

B. Takes appropriate steps to process fiscal documents on a timely and accurate basis Correctly applies all procedures and instructions.

C. Makes effective use of caseload controls which are maintained properly.

D. May be assigned to assist Medical Relations Officer in resolving problems, working with providers of medical evidence, overseeing the CE process and handling field activities.

6. To be rated satisfactory in this category, an employee must:

A. Prepare physical and mental functional capacity assessment forms (PRTF, MRFC) in an accurate, detailed and programmatic manner.

B. Hold claimant conferences via telephone or in person in a tactful and sensitive manner, explaining the process and definitions, insuring all appropriate and available information is obtained.

C. Prepare case rationales in sufficient detail to appropriately support the decision.