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Exhibit 5.2
Mentoring Instructions (continued)
Screening Mentoring Form Instructions
One Screening Mentoring Form should be completed for each screening observed during the mentoring
session. “N/A” should be entered for any item that does not apply to the screening being observed. You
should provide feedback and retraining immediately upon leaving each SDU. If any errors are made, it is
important to document in the “Comments” section of the form all feedback you give and to note if
additional attention and retraining from the FS is needed. Even if the problem is corrected in the field, the
FS should review all points marked for retraining with the new FI.
The items below correspond to the numbered criteria on the Screening Mentoring Form.
1. Newton on “Identify SR” before knocking on door: The FI should have the Newton on the
“Identify SR” screen prior to approaching the SDU.
2. Included FI name, RTI, Public Health Service, & lead letter in introduction: The
introduction does not have to be verbatim, but must include these four points.
3. Offered R lead letter, if they did not recall receiving one: Lead letters must be offered to all
screening respondents (SR) who do not recall receiving one.
4. Confirmed SR was a resident of SDU and 18 or older: FI should confirm that the SR is a
resident of the SDU and, if not obvious, is 18 or older.
5. If SR is unavailable, asked when to return: FI should ask for a good time to return if an adult
resident is not available.
6. Verified address: The entire address should be verified, including the zip code.
7. Handed R Study Description: A Study Description must be given to every SR.
8. Read “Informed Consent” screen: The “Informed Consent” screen must be read verbatim from
the Newton.
9. If not an apartment, checked for missed DUs: The missed DU question must be asked unless
the SDU is an apartment/condo. If this question is answered “Yes,” you should be sure the new
FI follows the missed dwelling unit addition and reconciliation procedures.
10. Read Occupancy questions verbatim: This item covers three Newton screens. Make sure the
FI reads the “Occupancy,” “Total SDU Members,” and “Members 12 or Older” questions
verbatim from the Newton.
11. Asked all roster questions verbatim: Mark the “Yes” box for all questions asked verbatim and
“No” for any questions not read verbatim. Item 11h refers to confirming the roster information
before beginning to roster the next HH member or moving to the eligibility section. Make sure
the FI reads, “on his or her last birthday.” Notes pertaining to any roster questions can be made
in the “Comments” section.
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