1. CA-2 State Webinar November 16, 2016
Tax Year 2016
Susan Millsap
CA-2 State Coordinator

2. CA2 Webinars
Purpose-sharing of information between DCs and SMT members.
Frequency-one or two times per month September-April
Approximately 1.5 hours per Webinar
Invitees-DCs, their representatives and invitees.

3. Today’s Agenda Fraud Watch Document Available Portal Management
Ad Hoc Sites Identification Project
Supplemental Intake Sheet
Policies and Procedures
Scope CA2
SMT Members
Round Robin

4. Portal Maintence-Discussion
Who can do it?
NPS
PVS LC
DC/AC
ADS

5. Portal Maintenance My Thoughts
Reserved for NPS-
DC notifies ADS
ADS enters request on OSHC
NPS completes request
Involves another Split State
DC notifies ADS or PVS
ADS or PVS works with counterpart and updates system

6. Portal Maintenance My Thoughts
Crosses Districts
DC notifies PVS or ADS
PVS or ADS assigns to agreed District
DC or AC assigns to Site Level
DC,AC or LC sends invitation if not in Portal

7. Portal Maintenance My Thoughts
Different or Multiple Sites
LC notifies DC
DC works with both LCs
DC or AC updates volunteer record
Site days and hours
LC or DC

8. Ad Hoc Site Identification Project
Spreadsheet needs update
Discussed less than 100 with applicable sites
Posted on CA2
Project completion instructions
Note from Patrick Brown
IRS definition p4396a P81
Will push other questions up the chain to get answers.
Please get them to me by end of day tomorrow.

9. Ad Hoc Site Policy and Procedures Manual
7.2.2    A site serves as a base site. An ad hoc site consists of volunteers who work at a base site as defined above but offers services to underserved taxpayers in remote locations on an ad hoc basis. All production is reported on a base site.

10. Supplementa Intake Sheet
Being mailed automatically with envelopes
Mandatory that it be distributed to taxpayers with Intake and Interview Form
Taxpayer can choose not to answer

11. CA2 Policies and Procedures
Would like input from all-see the round robin topics
Will make every effort to finalize needed decisions prior to December Training Workshops

12. CA2 Scope Regional Scope Limitations We can decide to limit further
Let me know if you feel something should be on our internal list.

13. CA2 November 16 Webinar SMT Members items of Interest
Susan Millsap-State Coordinator
Suvarna Joglekar-Administration Specialist- available for questions
Ashok Desai-Prospective Volunteer Specialist
Peter Catalano-Partnership and Communications Specialist-available for questions
Edison Paw-Technology Specialist-update
Jay Wiedwald-Training Specialist-available for questins

14. CA-2 State Webinar November 16, 2016
Q&A
Tax Year 2016
Suvarna Joglekar
CA-2 Administration Specialist

15. CA-2 State Webinar November 16, 2016
Tax Year 2016
Ashok Desai
CA2 Prospective Volunteer Specialist

16. CA-2 State Webinar November 16, 2016
Q&A
Tax Year 2016
Peter Catalano
CA-2 Partnership and
Communications Specialist

17. CA-2 State Webinar November 16, 2016
Tax Year 2016
Edison Paw
CA2 Technology Specialist

18. CA-2 State Webinar November 16, 2016
Q&A
Tax Year 2016
Jay Wiedwald
CA-2 Training Specialist

19. CA-2 State Webinar November 16, 2016
District Coordinators

20. Round Robin Portal Maintenance Questions regarding Ad Hoc
Policies and Procedures we may want to discuss or standardize
Items we may want to consider for CA2 Scope limitations

21. District Address areas requested with meeting invitation
Questions/Comments regarding SMT presentations

22. Questions/Comments Wait until called upon by meeting leader.
Announce your name.
Indicate to whom the question is directed.
Please remember this is a DC call and save detailed questions for Specialty Webinars.
Questions or comments not addressed due to time can be entered in WebEx Chat or sent by .