CA-2 State Webinar
November 16, 2016
Tax Year 2016
Susan Millsap
CA-2 State Coordinator
CA2 Webinars
● Purpose-sharing of information
between DCs and SMT members.
● Frequency-one or two times per
month September-April
● Approximately 1.5 hours per Webinar
● Invitees-DCs, their representatives
and invitees.
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Today’s Agenda
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Fraud Watch Document Available
Portal Management
Ad Hoc Sites Identification Project
Supplemental Intake Sheet
Policies and Procedures
Scope CA2
SMT Members
Round Robin
Portal Maintence-Discussion
● Who can do it?
− NPS
− PVS
− LC
− DC/AC
− ADS
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Portal Maintenance
My Thoughts
● Reserved for NPS− DC notifies ADS
− ADS enters request on OSHC
− NPS completes request
● Involves another Split State
− DC notifies ADS or PVS
− ADS or PVS works with counterpart
and updates system
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Portal Maintenance
My Thoughts
● Crosses Districts
− DC notifies PVS or ADS
− PVS or ADS assigns to agreed
District
− DC or AC assigns to Site Level
− DC,AC or LC sends invitation if not
in Portal
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Portal Maintenance
My Thoughts
● Different or Multiple Sites
− LC notifies DC
− DC works with both LCs
− DC or AC updates volunteer
record
● Site days and hours
− LC or DC
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Ad Hoc Site Identification Project
● Spreadsheet needs update
− Discussed less than 100 with applicable
sites
− Posted on CA2
▪ Project completion instructions
▪ Note from Patrick Brown
▪ IRS definition p4396a P81
− Will push other questions up the chain to
get answers.
− Please get them to me by end of day
tomorrow.
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Ad Hoc Site
Policy and Procedures Manual
● 7.2.2
A site serves as a base site.
An ad hoc site consists of
volunteers who work at a base site
as defined above but offers services
to underserved taxpayers in remote
locations on an ad hoc basis. All
production is reported on a base
site.
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Supplementa Intake Sheet
● Being mailed automatically with
envelopes
● Mandatory that it be distributed to
taxpayers with Intake and Interview
Form
● Taxpayer can choose not to answer
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CA2 Policies and Procedures
● Would like input from all-see the
round robin topics
● Will make every effort to finalize
needed decisions prior to
December Training Workshops
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CA2 Scope
● Regional Scope Limitations
● We can decide to limit further
● Let me know if you feel
something should be on our
internal list.
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CA2 November 16 Webinar
SMT Members items of Interest
− Susan Millsap-State Coordinator
− Suvarna Joglekar-Administration Specialistavailable for questions
− Ashok Desai-Prospective Volunteer Specialist
− Peter Catalano-Partnership and
Communications Specialist-available for
questions
− Edison Paw-Technology Specialist-update
− Jay Wiedwald-Training Specialist-available for
questins
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CA-2 State Webinar
November 16, 2016
Q&A
Tax Year 2016
Suvarna Joglekar
CA-2 Administration Specialist
CA-2 State Webinar
November 16, 2016
Tax Year 2016
Ashok Desai
CA2 Prospective Volunteer Specialist
CA-2 State Webinar
November 16, 2016
Q&A
Tax Year 2016
Peter Catalano
CA-2 Partnership and
Communications Specialist
CA-2 State Webinar
November 16, 2016
Tax Year 2016
Edison Paw
CA2 Technology Specialist
CA-2 State Webinar
November 16, 2016
Q&A
Tax Year 2016
Jay Wiedwald
CA-2 Training Specialist
CA-2 State Webinar
November 16, 2016
District Coordinators
Round Robin
● Portal Maintenance
● Questions regarding Ad Hoc
● Policies and Procedures we may
want to discuss or standardize
● Items we may want to consider
for CA2 Scope limitations
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District
● Address areas requested with
meeting invitation
● Questions/Comments regarding
SMT presentations
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Questions/Comments
Wait until called upon by meeting leader.
Announce your name.
Indicate to whom the question is directed.
Please remember this is a DC call and save
detailed questions for Specialty Webinars.
● Questions or comments not addressed due
to time can be entered in WebEx Chat or
sent by e-mail.
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