Overview of Training & Test for 2009

1. Overview of Training & Test for 2009 Pub 4491 – Student Guide Pub 6744 – Test Link & Learn/Practice Lab

2. Competencies • AARP Competencies • Basic Competencies • Intermediate Competencies • Advanced Competencies • Use of Link & Learn and Practice Lab

3. AARP Competencies • AARP Admin, Policies, & Quality Site Requirements • AARP Security and Privacy • Client Facilitator • ERO Training • Interviewing and in-take process

4. Basic Competencies • Total of 18 Competencies • Pub 4491 – covers 23 Lessons • 30 Questions on the Test • Includes 5 “mini” scenarios • Completion of 2 complete returns • QR of 1 completed return

5. Intermediate Competencies • Total of 8 Competencies • Pub 4491 – covers 7 Lessons • 20 Questions on the Test • Includes 2 “mini” scenarios • Completion of 2 complete returns

6. Advanced Competencies • Total of 5 Competencies • Pub 4491 – covers 6 Lessons • 15 Questions on the Test • Includes 3 “mini” scenarios • Completion of 1 complete return

7. New Competencies in Training and Test • ARRA - American Recovery and Reinvestment Act of 2009 • Schedule K-1s’ included in Pub 4491 • Mortgage Foreclosure and Debt Cancellation included in Pub 4491 • Use of Link & Learn for taking test for returning volunteers (must have at least one year in program)

8. Resources Provided by NTTC • Power Point Slides for each lesson • ARRA Power Point Presentation • Mortgage Foreclosure and Debt Forgiveness Presentation and checklist • AARP Administration and Quality Site Requirements

9. WHERE TO FIND SLIDES Go to NY3 web page http://nytaxaide.org/ Click on CATEGORIES pull down Select “TRAINING

10. JOE'S SLIDES Select “Instructor Training Slides” Download selected files

11. COUNSELOR TRAINING SLIDES Click on “PBT Slides” Current date is 9/09 These will be updated Unzip files

12. Questions/Discussion