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Updated Sep 30, 2024

In This Chapter

 

This chapter contains the following topics:

 

Topic

Topic Name

1

Training Overview

2

Training Definitions and Resources

3

Office of Administrative Review (OAR) National Training Curriculum (NTC) Requirements

4

Training Assignments

5

Training Delivery and Materials

6

Training Reporting Requirements

 

1.  Training Overview 
 

Introduction

 

This topic contains information about

Change Date

 

 October 1, 2024

2.1.a.  OAR NTC Overview

 

Per 5 C.F.R. Part 410 Training, Office of Administrative Review (OAR) is responsible for creating training programs that support an agency workforce capable of achieving agency mission and performance goals, and facilitating continuous improvement of employee and organizational performance.

 

The OAR National Training Curriculum (NTC) provides guidance to ensure that OAR empowers all decision review operations center (DROC) employees to develop and acquire the technical skills necessary to maintain competency in their positions, deliver excellent customer service, and improve the Veteran experience.

2.1.b.  OAR NTC Excluded Training

 

OAR NTC does not apply to

  • Veterans Service Centers (VSC) (see note)
  • benefits eligibility support team (BEST) sites
  • pension management centers (PMC)
  • positions that fall under the jurisdiction of any business line other than OAR
  • informal training such as mentoring sessions, and
  • VA-wide or VBA-wide mandatory training such as Cyber Security, No FEAR, Privacy, Ethics, Prevention of Sexual Harassment, VBA Active Threat, and Records Management.

Note:  The OAR NTC applies to the St. Paul Regional Office (RO) Restricted Access Claims Center (RACC) employees responsible for processing legacy appeals and decision review requests until further notice.

2.1.c.  Compensation Service NTC Applicability

 

All DROC personnel are subject to both OAR NTC and Compensation Service NTC (CSNTC). TMS automatically assigns CSNTC to DROC personnel entered in OAR primary NTC cohorts. 

 

Training Managers and/or designees must ensure proper Talent Management System (TMS) cohort assignment to allow the automated assignment and application of CSNTC requirements to all DROC personnel in the target audience as noted in M21-3, Part I, Section A.  These assignments include but are not limited to

  • Virtual and In-Person Progression (VIP) Training
  • VIP Ancillary Training (VAT)
  • CSNTC Mandated Training Curriculum
  • Warrior Training Advancement Course (WARTAC) training requirements
  • Compensation Service Quality Calls, and
  • Training assignments based on employees’ specialized assignments or skills.

Training Managers must also carefully review and apply other OAR NTC and CSNTC requirements that require local assignment such as

  • Recommended training plans, and
  • Station-selected training hours.

References:  For more information on

2.1.d.  DROC Responsibilities

 

DROCs will support and encourage employee training to improve the delivery of claims, legacy appeals, and decision review requests.

 

Responsibilities of the Training Manager and/or designee include

  • assigning personnel to the appropriate position-specific OAR primary and specialized TMS cohorts for proper training assignments and reporting
  • removing personnel from other business line NTC cohorts (e.g., from CSNTC cohorts when an employee transfers from a VSC into a DROC)
  • establishing training plans at the beginning of every fiscal year (FY) for each target audience to ensure that employees complete the designated number of OAR NTC hours
  • ensuring training plans comply with VBA Availability Playbook guidance and contain approved training courses within the VBA Learning Catalog that have nationally-assigned TMS item numbers
  • submitting the training plans to OAR
  • collaborating with DROC management to ensure compliance of centrally-assigned training items within established due dates, and
  • submitting quarterly training compliance reports to OAR.

Note: DROCs and Training Managers may not adjust due dates of centrally-assigned mandated training items. Training Managers must follow guidance in M21-5, Chapter 2, Topic 6.c, on extended leave status and prorating training availability time.

DROCs will ensure

  • compliance with this directive
  • regular monitoring of the Workforce Information Tool (WIT) to ensure proper primary and specialized training assignments
  • continuous monitoring for local quality trends to identify areas of improvement, and
  • scheduling and delivery of instructor-led training using local instructors that
    • are qualified to deliver training
    • utilize training materials authorized by OAR, and
    • administer courses according to the approved lesson plans.

Example:  If the lesson plan or VBA Learning Catalog indicates that the course is “instructor-led,” then the instructor must provide training by using the associated training materials provided in the VBA Learning Catalog or by OAR; learners may not conduct a self-study of instructor-led materials.

 

References:  For more information on

2.  Training Definitions and Resources

Introduction

 

This topic contains information about

Change Date

 

 October 1, 2024

2.2.a.  OAR NTC Audiences

 

The OAR NTC is required annual training for all DROC employees, to include

  • Veterans Service Representatives (VSR)
  • Senior Veterans Service Representatives (SVSR – GS 11/12 VSR/authorizers)
  • Rating Veterans Service Representatives (RVSR)
  • Decision Review Officers (DRO)
  • Quality Review Team (QRT): Authorization Quality Review Specialists (AQRS) and Rating Quality Review Specialists (RQRS)
  • Claims Assistants (CA)
  • Designated specialized processors, and
  • DROC management (Assistant Coaches, Coaches, Assistant DROC Managers, and DROC Managers).

2.2.b.  FY Mandated Training Curriculum

 

OAR and Compensation Service develop FY mandated training courses for specific topics based on national quality trends and emerging issues.  All employees in the target audience must complete the mandated training.

 

OAR and Compensation Service

  • determine all FY mandated training items
  • identify mandated items in the VBA Learning Catalog, and
  • automatically assign mandated items to employees’ TMS learning plans.

References:  For more information on

2.2.c.  Station-Selected Training

 

DROCs determine station-selected training based on analysis of local quality reviews, OAR and Compensation Service Quality Assurance Reviews, national quality trends, and requirements for a particular position.

 

Eligible training for OAR NTC station-selected credit includes courses available in the VBA Learning Catalog that match employees’ positions, have a nationally-assigned TMS item number, and are within the Compensation, Pension, and OAR audiences.  OAR also encourages cross-training, if appropriate, by utilizing training outside of employees’ usual positions (e.g., a VSR completes RVSR training).

 

In some situations, DROCs may identify learning needs that are not met by existing training materials in the VBA Learning Catalog. However, DROCs cannot use locally-created materials for training without OAR approval. To request additional training that complies with VBA Availability Playbook guidance and awards NTC credit, Training Managers must email the OAR Quality and Training division at VBAWASOARQUALITYTRN@va.gov

Reference: For more information on the VBA Availability Playbook, see M21-5, Chapter 2, Topic 2.j.

2.2.d.  Curriculum Definition

 

A course of study designed for a particular purpose.

 

Example:  The DRO mandated curriculum encompasses all lessons required of DROs throughout the fiscal year.

2.2.e.  TMS Terminology

 

TMS is the VA system of record for all VA training data.

 

Frequently used TMS terminology include

  • TMS Cohort: A tool used to group users who have a common set of primary requirements (e.g., the OAR NTC Pre VSR Cohort groups all OAR employees with Pre VSR-related training requirements)
  • TMS Specialized Cohort: A tool used to group users who have a common set of specialized requirements (e.g., the OAR VSR MST specialized cohort groups all DROC VSRs responsible for processing military sexual trauma (MST) cases)
  • Level I Evaluations: Surveys administered to gather students’ feedback and thoughts regarding their training experience, and
  • Level II Assessments: Exams that measure students’ knowledge, skills, and abilities as a result of the training.

Reference:  For more information about TMS, see the TMS web site.

2.2.f.  Employee Position-Category  Definitions for Training

 

Employee position-category is the status of an employee for a set period of time in their position.  This period is defined by the timeframe needed to complete required training curricula and demonstrate basic proficiency in job-related tasks.  Employee position-category definitions for training purposes are

  • Entry-Level: An employee that has been in a position for 0-12 months.
  • Intermediate-Level: An employee that has been in a position for 13-24 months.
  • Journey-level: An employee that has been in a position for at least 25 months.

Reference: For more information on available training based on employee position-category, see the VBA Learning Catalog.

2.2.g.  Training Definition

 

Training is the process of providing for and making available to an employee, and placing or enrolling the employee in, a planned, prepared, and coordinated program, course, curriculum, subject, system, or routine of instruction or education, in scientific, professional, technical, mechanical, trade, clerical, fiscal, administrative, or other fields, which will improve individual and organizational performance and assist in achieving the agency’s mission and performance goals.

 

Reference:  For more information on the definition of training for federal

employees, see 5 U.S.C. 4101(4).

2.2.h.  Training Resources

 

The following is a list of resources related to OAR NTC.

2.2.i.  VBA Learning Catalog

 

The VBA Learning Catalog is an online training catalog organized specifically to support VBA training programs.  The purpose of the catalog is to aggregate training materials so that employees can easily locate and complete training courses that further competency in OAR and Compensation Service target areas.

 

Personnel may search for and identify courses in the VBA Learning Catalog by

  • Audience:  Find a training topic for a certain audience (e.g., “RVSR”).
  • Curriculum:  Find a training topic for a certain curriculum (e.g., “FY24 National Training Curriculum”).
  • Category:  Find a training topic for a certain category (e.g., “Entry Level”).
  • Design/Delivery:  Find a training topic for a certain design/delivery option (e.g., “Online” or “Instructor-led”).

Reference:  For more information on the VBA Learning Catalog, see the VBA Learning Catalog User Guide.

2.2.j.  VBA Availability Playbook

 

The VBA Availability Playbook provides guidance for utilizing excluded time to account for non-creditable activities such as training. The guidance applies to experienced OAR employees that are not in a trainee status and are on production standards.

DROCs must adhere to training hour requirements listed in M21-5, Chapter 2, Topic 3.a, and DROC Managers may request additional training excluded time from the DROC/RO Director. Directors may approve up to 10 hours per person per year. OAR must approve requests for training in excess of the Director’s approval authority. To request approval, DROC/RO Directors must email a list of employees, by position, to the OAR Quality and Training division at VBAWASOARQUALITYTRN@va.gov, and provide the specific training courses, total number of excess hours, and justification as to how the excess hours are part of a defined action plan for each employee.

For complete guidance on proper use of all excluded time reasons, see the VBA Availability Playbook on the Office of Field Operations (OFO) Workload and Time Reporting System (WATRS) Intranet page.

2.2.k.  VIP Training Program Description

 

The VIP Training Program is a multi-week training program that serves as an introduction and orientation for employees who are newly assigned to VSR and RVSR positions. VIP training provides employees with hands-on training on computer applications, policies, and procedures related to claims processing.

VIP training is comprised of three phases: an Instructor-led Web-based Training (IWT) phase delivered by Compensation Service Training Staff, a Classroom phase where students receive live training from their DROC virtually and/or in person, and an Informal Assessment phase where students get hands-on experience working live claims under an experienced mentor.

DROCs can locate VSR and RVSR VIP training schedules on the Compensation Service Training Homepage and OAR Intranet Training Homepage, and VIP training courses within the VBA Learning Catalog.

2.2.l.  VIP Ancillary Training (VAT) Curricula

 

VAT curricula consist of one-time mandated training items. These on-time mandated courses focus on specific topics that the identified target audience must complete at least once during their career in the job position after VIP graduation or during onboarding. Employees must complete VAT curricula in addition to Compensation Service and OAR mandated training.

Reference: DROCs may view items within the VAT curricula, by position, on the OAR FY25 Mandated Courses Released spreadsheet on the VBA Learning Catalog.

3.  OAR NTC Requirements

Introduction

 

This topic contains information about

Change Date

 

October 1, 2024

2.3.a.  OAR NTC FY25 Training Hour Requirements for VSRs, SVSRs, RVSRs, DROs, and QRTs

 

All VSRs, SVSRs, RVSRs, DROs, and QRT members in the target audience must complete a minimum of 40 OAR NTC hours and may complete up to 65 hours of OAR NTC hours during FY25.

 

Two segments of required training include:

  • FY mandated training
    • No less than 10 hours of FY mandated training determined by OAR, which includes any mandatory hour overage assigned by Compensation Service
    • No less than 15 hours of FY mandated training determined by Compensation Service – or the requisite hours assigned by Compensation Service to the FY directed curriculum for positions subject to competency-based training (Pre VSRs and RVSRs), and
  • Station-selected training
    • No more than 15 hours of station-selected training determined by the DROCs, and
    • No more than 25 hours of station-selected training allotted centrally by OAR to account for VA Central Office quality calls, quality practicums, mandatory hour overages and other centrally assigned items.

Notes:

  • Employees may exceed 65 total annual hours of training only if OAR or Compensation Service centrally assign excess FY mandated or station-selected training hours, or if excess hours account for designated specialized processor training. However, station-selected training cannot exceed 40 hours (15 DROC-selected hours and 25 centrally-allotted hours). 
  • As noted in the VBA Availability Playbook and M21-5, Chapter 2, Topic 2.j, Directors may approve up to 10 hours of additional training, per person, per year. OAR must approved requests for training in excess of the Director’s approval authority.
  • Trainees do not fall under this requirement; while they receive the same mandated curricula assignments, they do not have station-selected training requirements and are not included in required NTC reporting.

References: For more information on

2.3.b.  Training Requirements for CAs

 

CAs remain in trainee status for six months effective the date they are assigned to the position.  Within this time, CAs must complete the Compensation Service mandated CA Year 1 Training Plan for Claims Assistants.  Training Managers or designees must assign these training items locally in TMS.

Training Managers must add CAs to the OAR NTC cohort for their position after completion of their initial six months and corresponding trainee curriculum.

CAs must complete a minimum of 16 hours of OAR NTC training during FY24, to include all mandated training as determined by OAR and Compensation Service. OAR will assign FY25 mandated items as the training requirement arises. In addition to the OAR FY25 mandated items, stations may assign items from the VBA Learning Catalog to achieve the annual 16 hours of training.

2.3.c.  Training Requirements for VSR and RVSR Trainees

 

OAR requires VSR and RVSR trainees (entry-level employees who have not completed an initial VIP training program) to complete the appropriate VIP training, VAT curricula, as well as all fiscal year OAR and Compensation Service one-time and NTC mandatory/directed items. Training Managers should refer to the FY25 VSR and RVSR Training Schedule and VIP SharePoint site to project and prepare for next available training sessions and enrollment deadlines.

OAR requires that newly hired VSRs attend Pre-Determination (Pre) training first and if selected to process Post-Determination (Post) claims, subsequently attend Post as a follow-on training program. The VSR Pre training includes an additional two-week Classroom segment of DROC-specific training. DROCs can review the DROC VIP Training Curriculum on the OAR Intranet, under Program Resources and Training.

Training Managers must enter any new VSRs or RVSRs in the following OAR New Hire cohorts at the time of hire, or at the time of entry into a VIP cohort (if an experienced employee taking follow-on training):

Position TMS Cohort
VSR VBA-1136
RVSR VBA-1137

Additionally, DROCs must enroll any VSRs responsible for processing non-rating claims in the VSR Post/Benefit Eligibility Support Teams (BEST) VIP training program as a follow-on training for designated specialized processors.

 

Office of Human Capital Services (HCS) will assign the following items in TMS to VSR and RVSR VIP graduates:

  • VIP completion credit
  • Compensation Service VAT mandated curricula
  • OAR VAT mandated curricula
  • FY25 Compensation Service mandated training items, and
  • FY25 OAR mandated training items.

Training Managers are responsible for confirming that HCS correctly assigns the appropriate training to VIP graduates, for removing individuals from the OAR New Hire cohorts, and must report any discrepancies to VAVBAWAS/CO/VBATMSHELP.

Reference: For more information on specialized training assignments for non-rating processors, see M21-5, Chapter 2, Topic 4.h.

2.3.d.  WARTAC VSR and RVSR New Hire Training Requirements

 

WARTAC brings VIP training to military installations and conducts VSR and RVSR VIP training with transitioning, active duty, Service Members in order to ultimately hire them into offices as VSRs or RVSRs upon separation from active duty.

 

Training Manager responsibilities begin when a WARTAC student is hired at their office.  Once the Training Manager is notified that a WARTAC student has been hired, the Training Manager should complete the following steps

  1. Request a TMS account domain transfer from the Enterprise Service Desk via YourIT or by calling 855-673-4357.
  2. Review the employee data located within Profile Maintenance.
  3. Ensure that the PAID database does not create a duplicate TMS account for the new employee. If a duplicate account is created, the Training Manager should merge the two accounts.
  4. Assign the WARTAC student to the appropriate TMS cohort, based upon his or her job position.
  • OAR WARTAC Pre VSR Graduate Hires (VBA-722): TMS will automatically assign the Compensation Service Pre & Pre/Post VSR VAT curriculum, OAR Pre & Pre/Post VSR VAT curriculum, the Compensation Service Pre VSR FY directed curriculum, and the OAR Pre VSR FY mandated curriculum to employees placed in this cohort.
  • OAR WARTAC Post VSR Graduate Hires (VBA-793): TMS will automatically assign the Compensation Service Post VSR VAT curriculum, OAR Post VSR VAT curriculum, Compensation Service Post VSR FY mandated curriculum, and the OAR Post VSR FY mandated curriculum. Note: Only employees who attended a Pre/Post VSR WARTAC session should be added to this cohort.
  • OAR WARTAC Pre/Post VSR Graduate Hires (VBA-647): TMS will automatically assign the Compensation Service Pre/Post VSR VAT curriculum, OAR Pre/Post VSR VAT curriculum, the Compensation Service Pre/Post VSR FY mandated curriculum, and the OAR Pre/Post VSR FY mandated curriculum to employees placed in this cohort. Note: Only employees who attended a Pre/Post VSR WARTAC session should be added to this cohort.
  • OAR WARTAC RVSR Graduate Hires (VBA-648): TMS will automatically assign the Compensation Service RVSR VAT curriculum, OAR RVSR VAT curriculum, the Compensation Service RVSR FY directed curriculum, and  the OAR RVSR FY mandated curriculum to employees placed in this cohort.

OAR responsibilities:

Upon hire, HCS will award WARTAC graduates TMS credit for completing the WARTAC training program and add them to the Pre VSR, Post VSR, Pre/Post VSR, or RVSR primary NTC cohorts upon completion of their trainee status (12 months following their hire date).

2.3.e.  Training Requirements for Newly Hired QRT

 

Newly-hired QRT members must complete the appropriate Quality Review Specialist (QRS) Challenge training curriculum based on position within one year of hire. OAR will conduct OAR QRS Challenge training biannually or on an as needed basis and will assign the following curricula to individuals upon registration to a QRS Challenge session. 

  • VBA-972 for OAR AQRSs
  • VBA-973 for OAR RQRSs

Prior to attending OAR QRS Challenge, Training Managers must ensure that AQRSs complete all training items within the OAR Pre/Post VSR VAT curriculum, and that RQRSs complete all training items within the OAR RVSR and DRO VAT curriculum and OAR DRO mandated curricula as prerequisite training.  

 

OAR will email DROCs soliciting for nominations prior to each session.

All QRSs must complete the OAR QRS Challenge training or have previously completed a Compensation Service QRS Challenge session. Additionally, QRSs must attend at least 75% of the QRS Challenge session to complete this training requirement and obtain learning hours.

2.3.f.  Training Requirements for DRO Trainees

 

OAR requires that DROCs provide onboarding training to new DROs within the first two weeks of hire. The onboarding training includes courses assigned within the DRO VAT curricula as well as activities and Checkpoint Discussions as outlined in the DRO Onboarding Program Interim Schedule noted on the OAR Training intranet.

 

DROCs should use local subject matter experts (e.g., RQRSs, DROs, and/or management) to provide instruction to DROs. Instructors can prepare for instruction by using the DRO Onboarding Program Instructor Guide (TMS course VA 4657084).

2.3.g.  Training Requirements for SVSR Trainees

 

New SVSRs must receive all foundational training necessary to obtain the knowledge, skills, and abilities necessary to process and authorize claims at all stages (i.e., pre-determination, post-determination, non-rating, legacy appeals, higher-level reviews, etc.). As such, DROCs must provide SVSR VAT instruction to all new SVSRs and register them in any needed VIP sessions (e.g., Pre, Post, BEST) to ensure cross-training.

2.3.hFY25 Mandated Training Curriculum

 

OAR requires all CAs, VSRs, SVSRs, AQRSs, RVSRs, DROs, and RQRSs to complete the FY25 OAR and Compensation Service mandated/directed items, as listed in the VBA Learning Catalog by the target completion date.

OAR will assign no less than 10 mandated training hours for FY25 to all target audiences except for CAs and DROC management, which includes any mandatory/directed hour overage assigned by Compensation Service. OAR will assign mandatory training to CAs and DROC management as the need arises.

Note:  OAR and Compensation Service may add additional mandated items as the training requirement arises.  If Compensation Service assigns more hours than listed in M21-3, OAR will assign credit towards the OAR 10 mandatory hours.  If the FY25 OAR Mandated Training Curriculum exceeds 10 hours, and the FY25 Compensation Service Mandated/Directed Training Curriculum exceeds the hours listed in M21-3, employees will receive credit towards station-selected training.

References:  For more information on

2.3.i.  Quality Calls

 

OAR and Compensation Service administer Quality Calls that count as mandated training for Quality Review Specialists (QRS) in the target audience, and toward the station-selected training hour requirement for all other audiences. OAR will centrally assign Quality Calls with a 30-day due date.

DROCs should submit any questions or comments on OAR quality calls to VBAWASOARQUALITYTRN@va.gov through the DROC corporate mailbox. DROCs should submit any questions or comments on Compensation Service quality calls to the Compensation Service Quality Assurance Quality Call Leads’ mailbox at InternalQRS.VBAVACO@va.gov.

4.  Training Assignments

Introduction

 

This topic contains information about

Change Date

 

 October 1, 2024

2.4.a. Assignments to VIP Graduates

 

OAR will assign the following items in TMS to VSR and RVSR VIP graduates.

  • VIP completion credit
  • Compensation Service VAT mandated curricula
  • OAR VAT mandated curricula, and
  • OAR and Compensation Service FY mandated or directed curricula.

HCS will also centrally add employees to the appropriate primary NTC TMS cohort(s) upon completion of trainee status 12 months after Pre VSR or RVSR VIP graduation or 12 months following hire date for WARTAC graduates.

Note: VSRs completing follow-on national training (i.e., VSR Post/BEST VIP) after their initial entry-level training period will continue to have any remaining period of their 12-month trainee status or will remain in the primary NTC TMS cohort if the 12 months have passed.

2.4.b.  Adding Employees to OAR NTC Cohorts in TMS

 

OAR creates TMS cohorts to meet the NTC requirements.

  • Primary cohorts in TMS are created by employee position title.
  • Specialized cohorts in TMS are created for employees’ specialized assignments or skills.

Please refer to the OAR Cohort Assignment Job Aid for instructions on adding employees to cohorts. The cohorts make it possible to assign training and track and report progress toward meeting the OAR NTC and CSNTC requirements. By adding employees to a cohort based upon job position, DROCs will have the ability to easily track employees’ progress toward OAR NTC and CSNTC requirements and create required reports.

Note: For the situations in which DROC Training Managers are responsible for making TMS cohort assignment changes in TMS (e.g., when an experienced VSC employee transfers to the DROC), the DROC must update the employee’s TMS cohort assignments within 14 calendar days from the date of the employee’s position change.

 

Reference:  For more information on training report requirements, see M21-5, Chapter 2, Topic 6.

2.4.c.  Station-Selected Training Assignments

 

DROCs will assign all station-selected training items or curricula on the employee’s TMS learning plan. 

 

The employee will receive credit for that item upon successful completion of the training and TMS online content (evaluation, comprehension assessment, etc.).

2.4.d.  FY Mandated Training Items

 

OAR and Compensation Service will assign FY mandated training items to the appropriate target audience TMS cohort.

For a complete list of all curricula, sub-curricula, and assigned mandated training, see the OAR FY25 Mandated Courses Released spreadsheet available on the VBA Learning Catalog.

2.4.e.  Training Evaluation and Monitor Controls

 

TMS records completion for training upon completion of all elements contained within the item.  OAR requires TMS evaluation and assessment completions for OAR NTC credit.

 

Notes:

  • TMS administrators will not assign completion credit in TMS for learning items that contain evaluations and assessments, unless explicitly directed by OAR.  OAR reserves the right to remove training completions erroneously assigned to learners.
  • The Training Management and Performance Improvement (TMPI) Staff will monitor, analyze, and complete reporting requirements for evaluations and comprehension assessments in TMS to ensure compliance with the OAR NTC standards.

2.4.f.  OAR NTC Primary TMS Cohort and Curriculum Assignments

 

The table below identifies the TMS cohort IDs and curricula IDs by employee position. Training Managers or designees must add employees to the proper TMS cohort based on position.  Adding employees to a cohort automatically assigns the job-specific curriculum in TMS. 

Position

Primary TMS
Cohort

Curriculum Automatically Assigned by OAR

CA

VBA-639

VBA-1754

Pre VSR

VBA-773

VBA-1755

Post VSR

VBA-774

VBA-1756

Pre/Post VSR

VBA-640

VBA-1757

SVSR

VBA-641

VBA-1758

AQRS

VBA-642

VBA-1759

RVSR

VBA-643

VBA-1760

DRO

VBA-644

VBA-1761

RQRS

VBA-645

VBA-1762

Non-rating Management VBA-1079

VBA-1574

VBA-1752

Rating Management VBA-1080

VBA-1574

VBA-1753

Notes

  • Compensation Service FY mandated and directed curricula are sub-curricula in TMS to OAR FY mandated curricula.  This means that Training Managers or designees only need to add personnel to the appropriate position-specific OAR NTC TMS cohort, and the employees will automatically receive both OAR and Compensation Service FY mandated and directed curricula training assignments.
  • Do not add employees still in trainee status to the TMS primary cohorts. As a reminder, add trainees to the OAR New Hire cohorts and then HCS will centrally add employees to the primary cohorts at the end of their trainee status.
  • Do not add employees to multiple OAR primary cohorts; only add them to their position-specific cohort. For example, do not add SVSRs to the Pre/Post VSR and SVSR cohort (only add them to SVSR), and do not add DROs to the RVSR and DRO cohort (only add them to DRO).
  • It is mandatory for DROCs to add Assistant Coaches and Coaches to one or both management primary cohorts. DROCs may include DROC Managers and Assistant DROC Managers on an optional basis.
  • Training Managers are responsible for removing individuals that leave one position and enter a trainee status in a new position from TMS primary cohorts. For example, if a VSR leaves their position and becomes an RVSR trainee, the Training Manager must remove the individual from the VSR primary cohort and register the individual for the next available RVSR VIP session. HCS will centrally add the individual to the RVSR primary cohort upon completion of trainee status 12 months after graduating VIP training.
  • Training Managers are responsible for entering experienced employees from another division that have already completed their entry-level, trainee period into the appropriate OAR NTC primary cohort. For example, if a VSC VSR transfers to the DROC, the Training Manager must remove the VSR from the Compensation Service VSR primary cohort and add them to the appropriate DROC VSR primary cohort. Experienced VSRs and RVSRs from other divisions must complete DROC-specific training via the OAR NTC mandated and VAT curricula.

References:

  • For a complete list of all curricula, sub-curricula, and assigned mandated training, see the OAR FY25 Mandated Courses Released spreadsheet available on the VBA Learning Catalog.
  • For more information on one-time mandated specialized training assignments for AQRSs and RQRSs, see M21-5, Chapter 2, Topic 4.k.

2.4.g. OAR NTC Specialized TMS Cohorts and Curriculum Assignments

 

The table below identifies the TMS cohort IDs and curricula based on employees’ specialized assignments or skills. Training Managers or designees must add employees responsible for processing specialized claims to the proper TMS cohort, based on position, for automatic specialized training assignment. This includes cohorts for

  • military sexual trauma (MST)
  • amyotrophic lateral sclerosis (ALS)
  • traumatic brain injury (TBI)
  • herbicide exposure (employees that process specialized claims including Blue Water Navy (BWN), BWN-Nehmer, and claims impacted by the National Defense Authorization Act (NDAA))
  • BWN records research specialists (RRS)
  • research coordinators (RC)
  • pension
  • special mission claims which include:
    • Manila – Philippine (excluding Filipino Veterans Equity Compensation)
    • foreign and U.S. Territory
    • Camp Lejeune Contaminated Water (CLCW), and
    • radiation, and
  • Agent and Attorney Fee Coordinators (AAFC).

The non-rating cohorts in the following table encompass VSRs and/or SVSRs, and the rating cohorts encompass RVSRs and/or DROs.

Position

Specialized TMS
Cohort

Curriculum Automatically Assigned by OAR

Target Audience (from M21-5, 1.A.3.f)

OAR MST Non-Rating

VBA-677

VBA-1049

VSRs/SVSRs on WIT Special Team: MST

OAR MST Rating

VBA-678

VBA-1294

RVSRs/DROs on WIT Special Team: MST
OAR ALS Rating VBA-704 VBA-1083 RVSRs/DROs on WIT Special Team: ALS
OAR TBI Rating VBA-765 VBA-976 RVSRs/DROs on WIT Special Team: TBI

OAR Non-Rating

VBA-766

VBA-1763

VBA-1115

VSRs/SVSRs on WIT Special Team: DROC-Non-rating

OAR Exposure Non-Rating

VBA-686

VBA-1073

VSRs/SVSRs on WIT Special Team: DROC Nehmer

OAR Exposure Rating

VBA-687

VBA-1074

RVSRs/DROs on WIT Special Team: DROC Nehmer

OAR BWN RRS

VBA-969

VBA-1372

BWN RRS on WIT Special Team: DROC-RRS

OAR RC

VBA-995

VBA-1428

RCs on WIT Special Team: RESEARCH

OAR Pension Non-Rating

VBA-768

VBA-850* (see note)

VBA-1764

Pension VSRs/SVSRs/AQRSs on WIT Special Team: DROC-Pension

OAR Pension Rating

VBA-769

VBA-1765

Pension RVSRs/DROs/RQRSs on WIT Special Team: DROC-Pension

OAR Special Mission Non-Rating

VBA-993

VBA-1426

Seattle DROC VSRs/SVSRs/AQRSs on WIT Special Team: DROC Special Mission

OAR Special Mission Rating

VBA-994

VBA-1427

Seattle DROC RVSRs/DROs/RQRSs on WIT Special Team: DROC Special Mission

OAR AAFC* (see note)

VBA-1027

VBA-1434

VSRs/SVSRs on WIT Special Team: AAFC

 

Notes

  • Training Managers must add employees to both the necessary primary and specialized cohort based on position. For example, a Seattle DROC Pre/Post VSR responsible for processing MST cases must be entered in the Pre/Post VSR primary cohort (VBA-640), and the OAR MST Non-Rating specialized cohort (VBA-677).
  • Training Managers must not assign QRSs directly to the specialized cohorts; OAR will assign the items automatically via sub-curricula to the OAR NTC FY mandated curricula. Exceptions include: 
    • Seattle DROC and DROC DC must add AQRSs and RQRSs responsible for quality reviewing pension cases directly to the pension non-rating (VBA-768) and pension rating (VBA-769) cohorts, and
    • Seattle DROC must add AQRSs and RQRSs responsible for quality reviewing special mission cases directly to the special mission non-rating (VBA-993) and special mission rating (VBA-994) cohorts.
  • *Pension: The Core Pension Training (CPT), VBA-850, curriculum is one-time mandated training required for all VSRs, SVSRs, and AQRSs that process pension claims. DROCs should follow guidance on administering this curriculum in M21-3, Part II, Section B, Topic 5.b, and must provide all instruction within four months of assignment to the pension specialized cohort.
  • *AAFC: Training Managers must add all individuals involved in any stage of agent and attorney fee processing to the AAFC cohort, even if they are not Agent and Attorney Fee Coordinators.
  • Training hours assigned to the specialized curricula count toward station-selected hours.
  • DROCs must designate specialized claims processors in the WIT, and Training Managers must ensure that cohort and training assignments match accordingly. For MST, ALS, and TBI processors, DROCs must not designate employees in the WIT until all training requirements are met (see following note).
  • DROCs must follow additional training guidance in M21-5, Chapter 2, Topic 4.h for MST processors, M21-5, Chapter 2, Topic 4.i for ALS processors, and M21-5, Chapter 2, Topic 4.j for TBI processors.
  • Personnel newly designated as specialized claims processors must complete VIP training, VAT, and all specialized training prior to working specialized claims.
  • Training Managers must email OAR with updates (additions and/or removals) to the BWN RRS cohort (VBA-969) as HCS centrally manages this cohort; stations cannot locally edit it. OAR ensures that RRSs receive both specialized RRS training and Exposure Non-Rating training.

References:  For more information on

2.4.h.  MST Claims Processor Training Requirements

 

There are annually mandated curricula requirements for MST processors.
OAR assigns the appropriate curriculum to those employees when Training Managers add them to the respective OAR Non-Rating MST (VBA-677) and OAR Rating MST (VBA-678) cohorts, and annually thereafter. DROCs can find items within the VBA Learning Catalog.

The specialized MST Claims Processor Curricula contain required mandated
courses for the rating and non-rating activity that designated processors must complete annually to continue processing MST claims. Employees must not process MST claims until they successfully complete all training requirements.

Members of the rating activity must complete:

  • Military Sexual Trauma (MST) — Claims Development and Rating (VA 4571599)
  • MST Checklists (VA 4483955)

Members of the non-rating activity must complete:

  • Military Sexual Trauma (MST) — Claims Development (VA 4619466)
  • MST Checklists (VA 4483955)

Notes:

  • OAR may add additional training requirements, such as annual refresher training, based on error trends and analysis.
  • There may be occasions where updates to the content of these courses will require users to retake the assigned courses or take a replacement course within 365 days since the date of a last completed course.
  • Training must be completed within 30 days of initial curriculum assignment and each year thereafter.  TMS will automatically set subsequent due dates 365 days from the previous completion date.

Remediation Requirements: 

Step/Role

Actions

1. Claims Processor

After two failed attempts with the assessment, notifies their supervisor that they are locked out of the assessment.

2. Supervisor

Creates a plan for additional training, ensures the
employee does not process claims until they have
successfully completed ALL required training.

3. DROC MST Staff/Experts

Provides requested remedial training and notifies the supervisor upon completion.

4. Training Manager

After the supervisor confirms completion of remedial training, the Training Manager will unlock the assessment for the user in TMS and will notify the employee and their supervisor.

5. Supervisor

Once the employee completes remedial training and passes the assessment, the supervisor may clear the employee to work MST cases. 

Reference: For more information on training and signature requirements for MST decisions, see M21-5, Chapter 1, Section A.3.g.

2.4.i.  ALS Claims Processor Training Requirements

 

OAR requires all rating personnel who decide ALS claims to complete the following mandated specialized training prior to completing ALS decisions, and annually thereafter to continue making decisions on ALS claims. This training assigns to individuals in the VBA-704 cohort via the OAR ALS Rating curriculum VBA-1083, which contains the following courses that are setup with an annual (365-day) retraining requirement. Upon initial assignment, these courses are due within 30 days. Subsequent due dates will be 365 days from the user’s last completion of the item.

  • Evaluating Progressive Neurological Disorders (VA 4639453)
  • Amyotrophic Lateral Sclerosis (ALS) Fiscal Year Review Training (VA 4640344)

When subtantive changes to the training materials listed above necessitate a new version of either courses, OAR may require all ALS rating processors to complete the new version – even if they have already completed the previous version in the current fiscal year.  When this happens, the corresponding training announcement will provide this information.

Reference: For more information on training and signature requirements for ALS decisions, see M21-5, Chapter 1, Section A.3.i.

2.4.j.  TBI Claims Processor Training Requirements

 

OAR requires all rating personnel who decide TBI claims to complete the following mandated specialized training prior to completing TBI decisions. This training assigns to individuals in the VBA-765 cohort, via the OAR TBI Rating curriculum  VBA-976. Upon initial assignment, this training is due within 30 days. 

  • Introduction to Residuals of Traumatic Brain Injury (TBI) (VA 4615394)

When substantive changes to the training materials listed above necessitate a new version, OAR may require all TBI rating processors to complete the new version – even if they have already completed the previous version in the current fiscal year. When this happens, the corresponding training announcement will provide this information.

Reference: For more information on training and signature requirements for TBI Decisions, see M21-5, Chapter 1, Section A.3.h.

2.4.k.  OAR Mandated Specialized TMS Assignments for QRS

 

OAR will automatically assign all specialized training items to AQRSs and RQRSs as a mandated requirement. Training Managers must not assign QRSs to the specialized cohorts, OAR will assign the items via sub-curricula to the OAR NTC FY mandated curricula, and the following mandated specialized curricula.

AQRS

RQRS

VBA-1373

VBA-1374

Note: Training hours assigned to items within the OAR specialized curricula count toward the employee’s station-selected hours.

Exceptions include:

  • Seattle DROC and DROC DC must add AQRSs and RQRSs responsible for quality reviewing pension cases directly to the pension non-rating (VBA-768) and pension rating (VBA-769) cohorts, and
  • Seattle DROC must add AQRSs and RQRSs responsible for quality reviewing special mission cases directly to the special mission non-rating (VBA-993) and special mission rating (VBA-994) cohorts.

References:

  • For more information on OAR NTC FY mandated curricula for QRSs, see M21-5, Chapter 2, Topic 4.f-g, and
  • For a complete list of all curricula, sub-curricula, and assigned mandated training, see the OAR FY25 Mandated Courses Released spreadsheet available on the VBA Learning Catalog
     

5.  Training Delivery and Materials
 

Introduction

 

This topic contains information about

Change Date

 

October 1, 2024

2.5.a.  Authorized Training Materials

 

DROCs will only use training materials and lesson plans available from the VBA Learning CatalogTMS web site, or Adobe Learning Manager to ensure consistency of training across VBA. Stations must teach OAR NTC courses according to the approved lesson plans provided by OAR or other business lines. 

 

All training delivered as part of the OAR NTC must have a nationally-assigned TMS number. Training provided without a nationally-assigned TMS number does not count toward OAR NTC and is not eligible for excluded time per the VBA Availability Playbook.

Reference: For more information about the Adobe Learning Manager Instructor Catalog, see the Adobe Learning Manager User Guide.

2.5.b.  Attendance Roll Call for Instructor-led Courses

 

In-Person Training Session:  OAR requires roll call sheets to record attendance for in-person instructor-led courses. The instructor or designated personnel will verify the roll call attendance sheet by certifying all names on the roster were in attendance.

 

Online Training Session: The instructor or designated personnel can use roll call sheets taken from virtual training sessions to substantiate attendance of individuals participating in an online training session. The instructor or designated personnel will verify the attendance sheet by certifying all names found were in attendance.

 

Note:  OAR requires the Training Manager or designee to keep the roll call sheets for the previous and current FY. Training Managers or designees may store electronic versions of attendance roll call sheets locally.

2.5.c.  Training Material Comments and Updates

 

OAR encourages DROCs to submit comments or suggested training material updates to OAR by emailing VBAWASOARQUALITYTRN@va.gov.

 

Suggested material updates must include the following information completed on the Field Training Material Review Log

  • lesson title
  • reviewing station and point of contact
  • TMS number
  • slide or section needing the update, and
  • description and reference for the update.

2.5.d.  OAR NTC Make-up Training

 

OAR requires all employees considered to be members of a target audience to complete the mandated training for that position. Therefore, each office must develop a strategy for conducting make-up training sessions as necessary.  Procedures for the make-up training sessions should meet the following criteria – the office will:

  • follow the OAR lesson plan for each training item for all training offerings
  • distribute the approved materials and handouts, including online exercises, media demonstrations and/or evaluations, provided by OAR for each training offering, to training participants
  • ensure that, typically, the same instructor will facilitate every offering of a required training item
  • if a session recording is provided as a make-up session, make a subject matter expert (SME) in the training topic available as the point of contact during the training, should questions arise
  • store all session recordings in a central location on each office drive so that any member of the target audience may have access
  • determine station-selected make-up training at the office level and by individual training needs, using approved materials
  • provide make-up sessions as soon as possible and within the same FY for the OAR mandated items, and
  • provide roll call sheets to record instructor-led training attendance, including the name of the SME who facilitated the make-up session.

2.5.e.  Instructor Requirements

 

DROCs are responsible for the scheduling and delivery of instructor-led training by using local instructors. To improve the quality of the training, VBA has initiated an instructor certification program which is aligned with industry standards and ensures employees receive enhanced and consistent training. The Employee Learning Inspires True Excellence (ELITE) Instructor Certification Program is a rigorous instructor candidate training and evaluation program that ensures VBA trainers have demonstrated the essential knowledge and skills needed to conduct effective virtual and face-to-face training.

While not required to complete ELITE, all DROC instructors must meet at least one of the following training requirements and DROCs must document the requirement satisfaction on an Instructor Recommendation Memo (IRM):

  • Certified as an ELITE Master Instructor.
  • Previously attended Foundational Instructor Training (FIT), VA Instructor Development Course, or Virtual Foundational Instructor Training (vFIT) and is currently enrolled in or completing ELITE grandfather requirements (DROCs must upload evidence of certification to the Qualified Instructor List (QUIL) SharePoint site).
  • Completed the ‘Train the Trainer’ LinkedIn Course (NFED 7001757), accessible through TMS (DROCs must upload evidence of course completion to the QUIL SharePoint site).

Note: ELITE certification must remain active (i.e., instructors must recertify when required, or meet one of the above requirements). OAR highly encourages ELITE certification and recertification.

Reference: For more information on the ELITE Instructor Certification Program, contact elite@vbatraining.org.

2.5.f.  Qualified Instructor List (QUIL) 

 

The QUIL serves as the VBA’s system of record for tracking claims processor instructors who meet the minimum requirements outlined in M21-5, Chapter 2, Topic 5.e and the IRM. DROCs must enter qualified instructors into the QUIL prior to selection for participation as an instructor (to include station-selected training, mandated national training, and VIP).

 

After an instructor has an approved IRM, a designated non-bargaining unit official (Training Manager, VIP Course Coordinator, supervisor, etc.) must enter the instructor and upload the IRM into the QUIL SharePoint site.

2.5.g.  Instructor Preparation Expectations

  Additional qualified instructor expectations are to:

  • deliver OAR-approved instructor-led training as described in the lesson plans or within the instructor notes of a presentation
  • become familiar with the materials ahead of time by reading all lesson plans, instructor notes, and handouts
  • locate and prepare any sample scenarios, examples of quality errors, or casework to use for demonstration, practice, and on-the-job training, and
  • practice the presentation by, at a minimum, doing a complete walkthrough of the presentation to coordinate between lesson materials and demonstration.

2.5.h.  Instructor Preparation Time

  Instructors may receive TMS credit for time spent preparing for and instructing courses in accordance with the approved lesson plans. Offices may grant the following credit to instructors.

  • A Training Manager or designee may grant an instructor up to 20 hours of credit for course preparation time each FY. The Training Manager will assign TMS item VA 378223 as completed. This item is a 2-hour item that can be re-assigned as needed to match the actual preparation time. These hours will count toward OAR NTC requirements.
  • Training Managers may also add the item the instructor taught on the instructor’s learning plan. Upon successful completion of any online content (assessment, instructor evaluations, etc.), the instructor may receive credit for OAR NTC items taught.

6.  Training Reporting Requirements

Introduction

 

This topic contains information about

Change Date

 

October 1, 2024

2.6.a.  Training Plan Reporting Requirement

 

OAR requires DROCs to submit a training plan for each target audience within 45 calendar days of the beginning of the FY.  This 45-day timeframe requirement does not preclude DROCs from beginning training in October, at the beginning of the FY. Training Managers will upload training plans to the OAR Training SharePoint site for Training Managers.

Training plans should remain flexible throughout the year. OAR encourages DROCs to adjust the training plans as needed to address changes in policy, procedures, and error trends.

Training plans include station-selected training as determined by DROCs, based on analysis of local quality reviews, OAR Quality Assurance Reviews, national quality trends, and requirements for a particular position. Station-selected training is identified in the VBA Learning Catalog and will count toward meeting the requirements for OAR NTC.

DROCs may use the recommended competency-based training plans published on the Compensation Service Training webpage as guidance tools.

2.6.b.  Training Compliance Reporting Requirement

 

All DROCs must upload quarterly training compliance reports to the OAR Training SharePoint site for Training Managers. The reports will demonstrate reasonable progress towards the yearly training requirement.

 

Training Managers must submit compliance reports for members of each primary cohort.  Compliance reports for primary cohorts show progress towards completing mandatory and station-selected training requirements. 

  

The reports are due no later than seven business days following the end of each quarter (December, March, June, and September). The format for these reports will be based on readily available TMS reports uploaded to and analyzed within the OAR NTC Reporting Application. Training Manager-related guidance, the OAR NTC Progress Report Job Aid, and help documents pertaining to the execution of these requirements are available within the Training Center of Excellence.

Training Managers can access the NTC Reporting Application based on the DROC’s location:

2.6.c.  Prorating Training Availability Time for OAR NTC

 

OAR allows DROCs to prorate training availability time for OAR NTC training requirements in the following circumstances:

  • Employees who assist as VIP instructors: OAR NTC requirements may be prorated for details lasting more than 30 business days.  However, VIP instructors will complete all items associated with the OAR and Compensation Service mandated training items.
  • Employees becoming eligible for OAR NTC training after the first month of the FY will be prorated for the remaining months of the FY. Example: An employee completes their entry level training and is assigned to the TMS primary cohort in January. The time available for training is reduced to nine months.
  • Employees on extended periods of excused absence from their office to include 
    • Consecutive active duty or active duty for training absence for 30 consecutive days or more
    • Accumulative active duty or active duty for training absence for 30 days or more
    • Consecutive leave for 30 days or more including approved leave under the Family and Medical Leave Act (FMLA)
    • Accumulative sick leave or FMLA for 30 days or more; single days of sick leave that are not excused by a physician will not count as time applied for prorated hours

For extended excused absences, the Training Manager must maintain proper documentation of the absence(s) for the current and previous FYs for compliance purposes. A memorandum from the employee’s immediate supervisor will suffice as proper documentation and must include the name of the employee, period of time, and number of days that have been approved as extended periods of leave. 

The Training Manager must store the memorandum for the current and previous FYs, keep the documentation confidential, and only present it to the DROC or RO Director’s Office for compliance purposes.

Finally, the Training Manager must place the employee on ‘extended leave / military leave’ in TMS Profile Maintenance for periods of extended excused absences along with a note in Profile Maintenance showing the expected return date. Training Managers must also work with DROC management to add a WIT RO Note indicating: “Extended Absence from [date] to [date].”

2.6.d.  Example of Documentation for Extended Excused Absence

 

Memorandum

 

From: (Employee’s Immediate Supervisor’s Name)

To: (DROC Name) Training Manager

Subject: (Employee Name) Approved Extended Leave

 

The above-mentioned employee has been authorized extended absence as follows:

  • March 1 to April 1, 2025:  Extended approved sick leave 31 days 
  • June 1 to July 1, 2025:  Extended approved military leave 30 days

Signed by (Immediate Supervisor)

 

Note:  OAR does not require a wet signature.

2.6.e.  Calculating Prorated Items

 

Calculation of prorated items:

  • Proration will only apply to station-selected training items.
  • Mandated items typically represent changes in processes or procedures, and therefore must be completed by everyone.

Applying proration

Note: Training Managers may manually edit FY mandated training due dates for employees who have completed entry-level training or who have onboarded and been added to OAR NTC primary cohorts on August 1st or after.