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The path to certification. 2013-14. overview. Changes for 2013-14 Required Presentations Certification prior to the end of class Certification after class. certification requirements. Standards of Conduct Exam Advanced Exam Basic and Intermediate Exams are not required

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overview
overview
  • Changes for 2013-14
  • Required Presentations
  • Certification prior to the end of class
  • Certification after class
certification requirements
certification requirements
  • Standards of Conduct Exam
  • Advanced Exam
  • Basic and Intermediate Exams are not required
  • 4 required presentations
  • Students may certify either on-line or on paper
  • Scores are not required! Pass/Fail is ok
  • HSA and COD are optional
4 required presentations
4 required presentations
  • Intake and Interview
  • Quality Review
  • Volunteer Site Procedures
  • Oregon Presentation
on line by last day of class
On-line by last day of class
  • The procedure is the same for Returning and New Volunteers
  • If a student completes all required exams and passes the test on-line, they will:
  • Print out the Volunteer Agreement
  • The Instructor will certify the exam
  • The Instructor will verify that the student has viewed the required four presentations
on line by last day of class1
On-line by last day of class
  • 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
on paper by last day of class
On paper by last day of class
  • 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 four presentations
  • The Instructor will grade and certify the student
on paper by last day of class1
On paper by last day of class
  • 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.
on line after class
On-line after class
  • 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 four presentations, then certify the Volunteer Agreement
  • The student will be presented with a sticker at the tax site
on paper after class
On paper after class
  • 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 then certify the volunteer
  • The student will then be presented with a sticker at the tax site
resources
resources
  • The Path to Certification will be included in your training packets
  • Information and resources are available at:
  • www.cashoregon.org
  • Or contact Marisa directly via email or phone
questions
Questions??
  • Have a fun and productive filing season!