1. Supervision for the volunteer(s) - a professional will be assigned to supervise the FCC volunteer(s).  Responsibilities include:

  • Develop an effective client referral system
  • Market the program within the agency
  • Coordinate the volunteers’ schedules
  • Supervise the volunteers

2. Space - provide a desk, computer, filing space, phone, and other materials necessary for the volunteers to do their work on site. If the volunteers are performing their work from remote locations, volunteers will provide their own computer, printer, phone, and any other materials necessary to complete their work. 

3. Record Keeping - responsible for submitting the FCC volunteer attendance through an online database. An email reminder will be sent each month to the site supervisor who should report the attendance by the 10th of the following month.

4. Client files belong to the partner agency and stay onsite. If the volunteers are working remotely, the agency needs to establish client confidentiality protocols. If the FCC Project ceases to operate at the site, the agency should properly dispose of client file materials in a manner that will preserve confidentiality.

Contact us to find out more about hosting a volunteer financial coach at your agency today.