1. 2014-15

2.  Changes for 2014-15  Required Presentations  Certification prior to the end of class  Certification after class

3.  Standards of Conduct Exam  Advanced Exam  Basic Exam is not required  Required Presentations- Combined  Oregon Problem  Students may certify either on-line or on paper  Scores are not required! Pass/Fail is ok  COD is now part of the Advanced Curriculum  HSA is optional and encouraged

4.  Site Policies and Procedures, Intake and Interview, Quality Review,  All in one condensed presentation!  Oregon Presentation

5.  The procedure is the same for Returning and New Volunteers  If a student completes all required exams and passes the test online, they will:  Print out the Volunteer Agreement  The Instructor will certify the exam, including “checking the box”  The Instructor will verify that the student has viewed the required presentations

6.  The Instructor will send the Volunteer Agreement to Marisa at CASH Oregon along with the class roster  The Instructor will provide certification stickers on the last day of instruction

7.  If a student completes all required exams and passes the test on paper, they will:  Bring the completed exams to the last day of instruction  The student will also bring the filled out and signed Volunteer Agreement from the 6744  The Instructor will validate that the student has viewed the required presentations  The Instructor will grade and certify the student, including “checking the box”

8.  The Instructor will provide the student with a sticker  The Instructor will return the Volunteer Agreement to Marisa at Cash Oregon  Remember! We don’t need the score. Pass/fail is acceptable.

9.  If a student completes all required exams and passes the test on-line after the last day of class, they will:  Electronically sign the Volunteer Agreement and then “print” a PDF  The student will be responsible for sending the PDF to Marisa at CASH Oregon  Marisa will confirm that the student has viewed the required presentations, then certify the Volunteer Agreement  The student will be presented with a sticker at the tax site

10.  If a student completes the exams on paper, they will:  Send the signed volunteer agreement and exams to Marisa  Marisa will grade the exams  Marisa will confirm that the student has viewed the required presentations, then certify the Volunteer Agreement  The student will then be presented with a sticker at the tax site

11.  Training handouts  Information and resources are available at:  www.cashoregon.org www.cashoregon.org  Or contact Marisa directly via email or phone

12.  Have a fun and productive filing season!