| 1.
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Explain common procedures for maintaining adequate funeral service
facilities. (I)
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| 2.
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Describe the placement of telephone equipment in the funeral service
facility, and demonstrate professional standards of telephone
etiquette. (II)
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| 3.
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Identify types of removal vehicles, and explain the uses of different
vehicles under different circumstances. (III)
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| 4.
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Describe the characteristics of appropriate attire to be worn when
removing a deceased person to the funeral service facility. (IV)
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| 5.
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Explain the processes of dressing, casketing, and placing a deceased
person in state. (V)
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| 6.
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Explain common procedures for receiving visitors. (VI)
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| 7.
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Describe the information contained in the register book, and explain
procedures for giving the register book to the loved ones of the
deceased. (VII)
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| 8.
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Explain common procedures for planning, organizing, and controlling
funeral service equipment. (VIII)
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| 9.
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Explain the importance of effective personnel management to the
efficient operation of a funeral service facility. (IX)
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| 10.
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Describe the ethical issues involved in confidential exchanges between
clients and funeral service personnel. (X)
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| 11.
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Identify types of insurance that are relevant to funeral service
practice. (XI)
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| 12.
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Identify the types of risk faced by funeral service personnel, and
recommend means of reducing risk. (XII)
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| 13.
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Explain the process of organizing and maintaining an insurance program
in a funeral service facility. (XIII)
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| 14.
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Identify and describe trends in the insurance industry that have
impact on funeral service. (XIV)
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| 15.
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Describe the components of a casket, and identify materials that are
commonly used in casket construction. (XV)
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| 16.
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Identify and explain the functions of outer burial containers
including vaults and grave liners. (XVI)
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| 17.
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Identify and explain the functions of other containers, including
transfer containers, alternative containers, and metal cases. (XVII)
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| 18.
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Explain the functions of other funeral service merchandise items.
(XVIII)
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| 19.
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Explain the process to be followed when selling funeral service
merchandise. (XIX)
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| 20.
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Explain the process to be followed when quoting prices of funeral
service merchandise. (XX)
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I. Maintaining Adequate Funeral Service Facilities
A. Facilities and equipment checks
1. Neatness cleanliness, and safety
2. Maintenance required to prevent possible breakdown
4. Replacement expendable items
B. Items most frequently needing maintenance and inspection
2. Funeral home grounds and parking lot
3. Preparation room and other private areas
4. All funeral service equipment
II. Equipment and Procedures (Telephone)
2. Avoid a noisy background for incoming calls
3. Writing materials available at all extensions
a. Quality and tone of voice
e. Avoid impatience or hurriedness
a. Give family the approximate time of removal
b. Do not say "thank you"
c. Permit the caller to hang up first
E. Training personnel in obtaining necessary information upon
initial notification of death
1. Obtain only necessary items of information
2. Information obtained for home removal
c. Location of deceased, if different from address
d. Name, telephone, and address of caller
e. Relationship of caller to deceased and/or authority
f. Has the doctor or coroner authorized removal?
h. Age and possible religion
i. Notification of clergy
3. Additional information necessary for other than home removal
a. Name, address, and telephone of person(s) to make
arrangements
d. Will autopsy be performed
4. Record of conversation
III. Removal Equipment
2. Factors that determine type of vehicle
B. Equipment and supplies for adult removal
5. Rubber or plastic sheeting
7. Sanitary equipment (gloves, cotton, deodorants,
disinfectants)
C. Equipment and supplies for infant removal
1. Bassinette or carrying case
3. Small rubber or plastic sheet
IV. Attire for Personal Removing the Deceased
D. Conformity with local customs and traditions
V. Procedures for Dressing, Casketing, and Plaicng the Deceased
in State
1. Be certain the deceased is clean
a. Before cosmetic application
b. After cosmetic application
(1). Pressing and cleaning
(2). Avoid cutting or tearing personal clothing
B. Casketing the deceased
C. Placing the deceased in state
1. Dignity and dress of staff
2. Inspection of in-state area
3. Determination of appropriate background
5. Adjust lighting (with casket open)
6. Placement of religious, fraternal and military paraphernalia
7. Arrangement of floral pieces
VI. Procedures for Receiving Visitors
A. Importance of attendant
2. Courtesy and friendliness
B. Ushering family and friends to the proper area
C. Inviting visitors to sign registry
D. Verifying family satisfaction
VII. The Register Book
B. When to present to family
VIII. Planning, Organizing and Control of Funeral Service
Equipment
IX. Personnel Management
D. Promotion and compensation
2. Cooperation among employees and management
3. Cooperation among employees
X. Procedures for Maintaining Professional Confidence
A. The ethics of confidentiality
B. Confidences to be guarded
1. Domestic situation or problems
2. Cause of death or other conditions
4. Financial transactions
5. Family and funeral home records
6. Other information considered confidential, regardless of
source
XI. Insurance
B. Contemporary concepts of insurance
1. Commercial enterprises
3. The expectations of people
XII. Analyzing Funeral Service Insurance Needs
A. Possible areas of risk
2. Vehicular or automotive
5. Specific hazards or risks
B. Means to insure or reduce the risk
XIII. Organizing and Maintaining an Insurance Program
C. Selecting an agent (local versus association)
D. Determining coverage and premiums
E. Maintaining an insurance file
F. Inventory of equipment
G. Handling losses and claims
XIV. Trends in Insurance Affecting Funeral Service
B. Employees' fringe benefits
C. Funeral director's liability for the acts of his/her agent
XV. Caskets
A. Contrast between a casket and a coffin
B. Materials used in casket construction
(2). Examples: birch, cherry, elm, mahongany, maple, oak, poplar,
walnut
(2). Examples: cedar, fir, pine, redwood, spruce
(3). Examples: steel, stainless steel
(2). Ounces per square foot
(3). Example: copper, bronze
3. Plastics and fiberglass
C. Components of a casket
(a). Full-length swing bar handle
(b). Individual (single) swing bar handle
(c). Full-length stationary bar handle
(d). Individual (single) stationary bar handle
(2). Components of the handle
(9). Pillow(s) (10) Blanket
(5). Combination of the above
(1). Wide range of quality and price
(3). Upholstery or backing materials
(f). Wood wool (excelsior)
c. Plastic and fiberglass
D. Styles of cap openings
E. Body design (primary corner designs)
b. Vertical side (state casket)
2. Gasket sealed (protective caskets)
1. Casket measurements according to inside dimensions
2. Extra sizes (oversizes)
a. Usually expressed as "X", "XX", etc.
b. Each "X" refers to an additional 2 inches of width
c. May require the use of an oversize vault
H. Infant and children's caskets
1. Dimensions: starting at about 18 inches
2. Size usually increases in increments of 6 inches of length
3. Compositon may be similar to or the same as adult caskets
XVI. Outer Burial Containers
(1). Usually sold by gauge rather than ounces per square foot
3. Methods of finishing vaults
a. Protection vs. decoration
a. Measured according to inside dimensions
b. Standard size: 30" x 86"
a. Grave box (concrete box)
XVII. Other Containers
B. Alternative containers
XVIII. Other Merchandise Items
XIX. Merchandising
1. Sales objective in mind
B. Determination of selling price
C. Display of merchandise
a. Order of preference for location
(1). Minimum of 12 units recommended
(2). Maximum of 30 units recommended
(3). Average number of units displayed in the U.S.
(4). 40 to 60 square feet per unit recommended
(2). Direct lighting vs. indirect lighting
(3). Fluorescent lighting vs. incandescent lighting
2. Arrangement of merchandise
a. One room is preferable
(4). Percent of units displayed in each quartile
d. Approahes to casket arrangement
(1). Consecutive (stairstep)
(2). Demonstration group (educational grouping)
D. Service and Merchandise procedures
1. Pre-selection room counseling
a. Required FTC disclosures
b. Number of caskets on display
d. Reasons for broad price range
e. Types of casket displayed
f. Factors influencing unit and total costs
2. Selection room procedures
3. Post-selection room procedures
a. Pertinent FTC requirements
b. Verification of the sale
XX. Price Quotation
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