NY3 District Coordinator Meeting November 8, 2012 AARP Tax-Aide 1 Policy Update BORING BUT IMPORTANT

NY3 District Coordinator Meeting November 8, 2012 Where do I find this information?

NY3 District Coordinator Meeting November 8, 2012 Policy Update The Final Word

NY3 District Coordinator Meeting November 8, 2012 Policy Manual Program Value Proposition Volunteer Certification and Assignments Scope of Program and Quality Standards of Professionalism Interaction with the Taxpayer Site Operations Confidentiality and Security of Taxpayer Data E-Filing Tax Returns Reimbursement Policies Program Administration Donations and Donated Funds Insurance Equipment and Records Management

NY3 District Coordinator Meeting November 8, 2012 Operations Update The Final Word

NY3 District Coordinator Meeting November 8, 2012 Operational Guidelines Volunteer Recruitment and Appointments Volunteer Training and Testing Volunteer Certification and Testing Scope of Program and Quality Standards of Professionalism Interactions with the Taxpayer Site Operations Confidentiality and Security of Taxpayer Data E-Filing Tax Returns Reimbursement Program Administration (Awards) Donations and Donated Funds Insurance Equipment and Records Management Obtaining Equipment and Consumables

NY3 District Coordinator Meeting November 8, 2012 Operational Guidelines (Cont.) Appendices A.Volunteer Appointment Chart B.Master Schedule of Events and Deliverables C.List of Current Reports D.Instructions for Emergency Response and Incident Reporting E.Quick Reference Guide to Helping Taxpayers with Disabilities F.Incident Review Protocol - Enhanced G.Incident Review Protocol – General H.Incident Review Form: Available on Volunteer Sharenet in the “Manuals, Policies and Procedures” Folder I.Glossary

NY3 District Coordinator Meeting November 8, 2012 Go To Document For Volunteers

NY3 District Coordinator Meeting November 8, 2012 Topics Covered AARP-Tax-Aide Background Volunteer Responsibilities Policies Operations

NY3 District Coordinator Meeting November 8, 2012 Goals & Priorities Questions Comments ?