1. Operations Committee Activity Stan Marshall, Jr. Chair, National Operations Committee 1 2011 Regional Meetings – St Louis

2. Operations Committee Activity  Supports ADS and PVS primarily  Building a DC staff/Volunteer partnership - Bringing the experience of the field to software and process development - Encouraging suggestions - Focusing on providing training with personal support through webinars, FAQs and SuperUsers 2 2011 Regional Meetings – St Louis

3. Operations Committee Activity  Staffing – ad hoc for development projects SCs can be a source of suggestions for enrolling project volunteers. 3 2011 Regional Meetings – St Louis  A note about software development – Tax-Aide proposes modifications and new processes to be implemented by the AARP IT Department with which we have a good relationship. There is a budget - requiring priority setting Tax-Aide software is coordinated with other AARP Foundation activities which can limit flexibility. The backlog is heavy and the work is meticulous and continuous – 12 changes in August an 9 in September

4. Operations Committee Contact 4 2011 Regional Meetings – St Louis Stan Marshall, Jr. Chair, National Operations Committee snmjr@aol.com Miho Kikujo Sr. Operations Analyst, National Office mkikujo@aarp.org

5. Today’s Presentation  Introduction - 5 min (Gulati)  Operational Committee Overview - 15 min (Marshall)  Activity Reporting – 10 min (Kikujo)  Recruitment – 20 min (Marshall, Kikujo)  Reimbursement – 20 min (Speedy/Marshall, Kikujo,)  Q&A – 20 min  Read ahead is provided for below - no presentation scheduled (Regional discussion on request)  2011 Personnel Report,  2011 Final Activity Report  2011 Volunteer Related IRS Allowable Expenses 5 2011 Regional Meetings – St Louis