1. New Grantee/Staff Institute: Lessons Learned Peer Panel WELCOME! California AmeriCorps Training Crown Plaza, LAX– July 22-23, 2015

2. Session Overview Welcome and Introductions Introduction to AmeriCorps Operations Peer Panel Discussions Session Exercise

3. Identify three types of guidelines for AmeriCorps programs Name materials required for contracting List CV monitoring operations (prepare for operations) Identify lessons learned from experienced programs Session Objectives

4. CaliforniaVolunteers – administers and monitors AmeriCorps funding Corporation for National and Community Service (CNCS) CaliforniaVolunteers Program Officer Introductions and Definitions

5. Program Design, member activities Organizational structure Contract with community Contract with CaliforniaVolunteers Local Guidelines: Program Application

6. Grant requirements Program standards Contract and monitoring procedures Online Resources ◦ CA Program Standards (Grantee Central, CV Website) State Guidelines: CaliforniaVolunteers Policies

7. Govern AmeriCorps programs, participants and applicants Considerations for Member Service Positions Inform CV monitoring procedures Online Resources ◦ AmeriCorps Regulations (CNCS Website) ◦ AmeriCorps Provisions (CNCS Website) ◦ CNCS FAQ (CNCS Website) Federal Guidelines: Regulations and Provisions

8. CaliforniaVolunteers contracting documents can be found on our website ◦ Go to CaliforniaVolunteers.org  Click on  Click on “More Information” under Managing California AmeriCorps Grants  Click on “2015-2016 Contracting Documents” Sample Contract Contracting Overview

9. AmeriCorps Contract Checklist for Programs in Year 1 Program Description Form Confirmed Match Assurance Criminal History Checks Certification Labor Organization Certification eGrants User Form AmeriCorps Program Title Page & Partnership Form Tutoring Compliance Certification Approved Single-Placement Waiver Approved Pre-Contract Self-Assessment Fiscal Self-Assessment Instrument Payee Data Record Form Std. 204 Back to AmeriCorps Resources Page

10. Grantee Central Forms Overview Key operating documents can be found on our website Go to CaliforniaVolunteers.org ◦ Click on “Our Programs”  Click on

11. Grantee Central Forms Overview A. Member Background Check Tracker Member Background Check Tracker B. Member File Checklist Member File Checklist C. Program Calendar & Tools Workbook SAMPLE Program Calendar & Tools Workbook SAMPLE D. Progress Report Template SAMPLE Progress Report Template SAMPLE E. California AmeriCorps Program Disability Inclusion Checklist California AmeriCorps Program Disability Inclusion Checklist F. CA Program Standards CA Program Standards G. Member Slot Conversion Request Member Slot Conversion Request H. Budget Revision Form Budget Revision Form I. AmeriCorps Program Contact Change Form AmeriCorps Program Contact Change Form J. AmeriCorps Program Director Transition Plan Template AmeriCorps Program Director Transition Plan Template K. Programmatic Change Request Programmatic Change Request

12. Next Steps Primary Contact: Program Officer Mentee Program Final Q&A Onto the panel discussion