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

NY3 District Coordinator MeetingNovember 8, 2012

AARP Tax-AideAARP Tax-Aide

Policy Update

BORING BUT IMPORTANT


Where do I find this information?


Policy Update

The Final Word


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


Operations Update

The Final Word


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


Operational Guidelines (Cont.)

AppendicesA. Volunteer Appointment ChartB. Master Schedule of Events and DeliverablesC. List of Current ReportsD. Instructions for Emergency Response and Incident

ReportingE. Quick Reference Guide to Helping Taxpayers with

DisabilitiesF. Incident Review Protocol - EnhancedG. Incident Review Protocol – GeneralH. Incident Review Form: Available on Volunteer

Sharenet in the “Manuals, Policies and Procedures” Folder

I. Glossary


Go To Document For Volunteers


Topics Covered

AARP-Tax-Aide Background

Volunteer Responsibilities

Policies

Operations


Goals & Priorities

Questions

Comments

?

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

Documents

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