As the cornerstone of the organization’s peer review accreditation process, surveyors promote CARF’s mission, vision, values, goals, and objectives by conducting on-site reviews of health and human service organizations. In applying standards from the respective CARF standards manual, surveyors interview personnel, persons served, and other stakeholders; observe organizational processes and service delivery; and review documents, including records of persons served, plans, policies, and procedures to determine conformance to the standards. Surveyors offer consultation to the organization regarding conformance to the standards and performance improvement. To conclude the survey process, surveyors present survey findings to the organization and submit a comprehensive report to CARF for final determination of the accreditation outcome.
Essential duties and responsibilities
The following duties and responsibilities represent the essential functions of this job that an individual must be able to perform with or without a reasonable accommodation:
- Maintain ongoing communication with CARF regarding availability to survey, contact information, employment, and expertise.
- Offer to conduct and accept assignments only to surveys for which an individual has the requisite expertise and experience.
- Utilize available resources (e.g., standards manuals, Surveyor Website) to remain current with CARF standards, accreditation and survey processes, and surveyor roles and responsibilities.
- Collaborate with other members of the survey team to conduct all aspects of the survey including:
- If assigned as the team coordinator, complete pre-survey arrangements including:
- Contacting the organization to establish interview schedules, site visits, review of programs to be surveyed and time for orientation and exit conferences; and
- Contacting team members to coordinate travel arrangements and convey logistical arrangements for interview schedules, site visits, review of programs to be surveyed and time for orientation and exit conferences.
- Present an orientation conference to:
- Provide information about CARF and the survey process;
- Confirm with the organization the programs, services, and locations to be surveyed;
- Verify the accuracy of information included on the “report top”; and
- Advise the organization of the survey schedule.
- Apply each applicable standard while conducting a survey;
- Interview personnel, persons served, and other stakeholders of the organization to gather information relative to the survey;
- Review documents, including records of persons served, plans, policies, and procedures to determine conformance to the standards;
- Observe organization processes and service delivery to gather information relative to the survey;
- Offer consultation to the organization regarding conformance to the standards and performance improvement;
- Offer the option of a pre-exit meeting; and conduct a pre-exit meeting, if requested;
- Present an exit conference to advise the organization of the survey findings;
- Prepare the eChecklist for the sections of the manual for which an individual is responsible;
- Prepare the survey report that accurately reflects the survey findings for sections of the manual for which an individual is responsible;
- Merge the eChecklist and collaborate on sections of the survey report, as appropriate;
- As part of a survey team, provide a recommended accreditation decision to CARF;
- If assigned the report compiler role, prepare the team’s consolidated survey report for review by the survey team and submission to the CARF office;
- If assigned the role of team coordinator, submit the survey report and eChecklist to CARF within five (5) days of the last scheduled day of the survey;
- Respond to CARF staff inquiries regarding the survey report in a timely manner;
- Track and record all expenses, per established guidelines, for reimbursement and submit surveyor expense reimbursement requests within seven (7) days of completing the survey; and
- Complete applicable online feedback questionnaires for each survey conducted.
- Participate in surveyor continuing education and other professional development activities per recommended guidelines.
Special job demands
- Be available to conduct at least three surveys per calendar year (January 1–December 31), including two surveys within the first six months following initial training.
- Be able and willing to travel to domestic and international survey locations and stay over Saturday night, as needed.
Note: Duties and responsibilities are not all inclusive and may change at any time, with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.