Policies and procedures
section 11: Volunteer management
- 11.1 Introduction to 4-H Youth Development Adult Volunteer Application and Screening Process
- 11.2 Initial Volunteer Onboarding
- 11.3 Annual Re-enrollment Process
- 11.4 Additional Volunteer Information
- 11.5 4-H Youth Behavioral Expectations
- 11.6 Confidentiality
11.1 Introduction
The mission of the 4-H Youth Development Program is to provide real-life educational opportunities
that develop young people who positively impact their community and world. Extension personnel and
volunteer time and energy should be spent in positive educational programs that support these quality
experiences for children and youth.
provided with a safe, supportive environment as they participate in 4-H activities. Thus, in 1991, the
initial 4-H Volunteer Application and Screening policy was introduced. The policy has evolved since then to meet the changing conditions of society. Each of the following procedures has been reviewed
and approved by Purdue University’s legal counsel and risk management office.
All individuals who wish to have a volunteer role with the 4-H Youth Development program must be approved as a volunteer in 4-H Online prior to assuming a volunteer duties on behalf of the 4-H program. The following is a standard statement that can be used to communicate this expectation.
Volunteer Status
Only approved volunteers in 4-H Online may assume volunteer duties on behalf of the Purdue Extension 4-H youth Development Program including working with youth, fundraising or making decisions for 4-H. If you are unsure of your own volunteer status, contact your county 4-H Educator.
Individuals assisting at 4-H activities or event who are not approved as a 4-H Volunteer in 4-H Online should complete the Non-Purdue Guest Presenter/Partner Form prior to assisting to help create a safe environment for youth. Contact your county 4-H Educator if you have someone assisting at a 4-H activity or event.
Whether volunteers are recruited or seek out the opportunity for themselves, it is the responsibility of the 4-H Educator to screen, appoint and manage volunteers for the 4-H Program. All new and any volunteers with a lapse in service (more than one year without an approved enrollment in 4-H Online) must go through the Initial Volunteer Onboarding process documented below. If you have any questions or need any assistance with this process, please reach out to the 4-H Volunteer Specialist.
Not all applicants may be approved to serve as a 4-H Volunteer. 4-H Educators should consider the outcome of the screening process, the needs of the program, skills of the individual and roles available to determine the outcome of each applicant’s onboarding process.
11.2 Initial Volunteer Onboarding
All new volunteer applicants and returning volunteers after a lapse in service (more than one year without an approved enrollment in 4-H Online) must complete a the 4-H Volunteer Process including an volunteer application, volunteer screening and training before the county 4-H Educator can decide whether to accept and appoint them to a volunteer role.
4-H Volunteer Process Steps:
Step | Specifics/Resources | Additional Information |
Volunteer Aplication | Online application in 4-H Online
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Joint enrollment and application steps includes:
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Paper Process (4-H 784)
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If the paper process is used,
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Training |
In 4-H Online Individual will have access to the training after application is submitted. Required trainings must be completed before Enrollment can be approved, but all trainings must be completed before a volunteer role can be assigned. |
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Educator led Trainings may be offered during or after screening steps. Trainings must be documented in 4-H Online before Enrollment can be approved, but all trainings must be completed before a volunteer role can be assigned. |
If trainings are provided by the 4-H Educator, completion surveys are required to track training in 4-H Online:
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Educator Conversation or Interview | See information in the Extension Educator Screening Steps below | |
Additional Paperwork | See information in the Extension Educator Screening Steps below |
Extension Educator Screening (or their designee) Steps:
Step | Specifics/Resources | Additional Information |
Application Review |
Review for completion, experience, roles of interest, and general information about the applicant. Verify identity with government issued ID requested from the applicant. Copies of ID’s should be destroyed after verification. |
If a criminal conviction is indicated, contact the 4-H Volunteer Specialist to discuss eligibility and next steps. |
Reference Check | Contact all three references using an approved reference method:
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Two references are required to proceed with consideration, three references are preferred. Ask applicant for additional references if at least two are not returned in the allotted time frame. 4-H Educator may request additional references from other individuals as needed. |
Registry Check | Complete National and State Sex Offender Registry Checks as per sections 11.16 through 11.19 of the 4-H Policies and Procedures. Be sure to search using all of the individual’s previous names and print the results. If either system is not functioning correctly (i.e. not allowing searches for all counties or all states), contact the 4-H Volunteer Specialist for advice. |
Two references are required to proceed with consideration, three references are preferred. Ask applicant for additional references if at least two are not returned in the allotted time frame. 4-H Educator may request additional references from other individuals as needed. Upload results to specific Manager Only Field in the individual’s Enrollment in 4-H Online. Notice: Individuals convicted of child abuse cannot serve as a 4-H volunteer. Contact the 4-H Volunteer Specialist if you have any questions about an individual’s registry check. |
Background Check |
An optional criminal background check may be conducted at the decision of the 4-H Educator. Police checks through the Indiana State Police are available to counties at a nominal cost. Contact your local State Police Post or County Sheriff’s Office for additional details. |
If criminal background checks are conducted, they must be conducted consistently for all volunteer applicants. Upload optional background check to specific Manager Only Field in the individual’s Enrollment in 4-H Online. |
Educator Conversation or Interview |
Conduct a conversation or interview with the applicant to get a better understanding of their interest and skills to better determine their fit for a volunteer role. View Volunteer Interview Questions |
Recommended for all, but required if the Educator does not know the applicant. |
Appointment Decision | Educator to review all screening and enrollment information to determine whether to appoint an individual to a 4-H volunteer role. | |
Appoint If there are no concerns and there is a role/need the individual can fill. |
Send notification of acceptance and appointment. Sample letters provided. |
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Not to appoint If there are concerns about the individual, their background or there is no role/need for the individual to fill. See list of considerations below. Contact the 4-H Volunteer Specialist as needed. |
Send notification of non-appointment decision to the individual. |
Appointment Considerations:
- Any person who has been convicted of child abuse as determined by the screening process or check of the National and State Sex & Violent Offender Registries shall not serve as a volunteer.
- Potential volunteers who are discovered through the application and screening process to have been charged with felony convictions or other charges/convictions shall have their applications and volunteer appointments reviewed by the appropriate staff in the State 4-H office.
- Any individual serving as a volunteer at the time charges of child abuse are made shall be immediately suspended from his/her role as a volunteer pending the outcome of the case. The volunteer status of the individual may be re-evaluated by the Extension Educator once the outcome of the case is known.
- Individuals serving as volunteers who are discovered to have not reported felony or child abuse convictions at the time of application shall be subject to immediate termination as a volunteer. Terminations of volunteers are conducted by the Extension Educator and shall be done in writing.
The Extension Educator* should provide support to all volunteers including:
- information about future meetings
- resource support
- training opportunities, including an orientation of local information.
*The 4-H Youth Development Extension Educator may choose to designate another Extension Staff member to assist with these steps of the volunteer application and screening process.
11.3 Annual Re-enrollment Process
The 4-H Extension Educator will annually determine if a current 4-H Volunteer should be renewed for the coming year. Each adult 4-H Volunteer who will have their assignment renewed by the Extension Educator will re-enroll annually in 4-H Online to reconfirm their commitment to the program and to provide updated contact information. Annually, the Extension Educator* will share instructions with all approved 4-H Volunteers on how to re-enroll in the 4-H Online data management system (enrolling-in-4-h-online-as-a-returning-adult-volunteer.pdf (purdue.edu). For those without Internet access, the Educator will provide paper copies or offer times for the volunteer to use equipment in the Extension Office.
The Extension Educator will communicate with the 4-H Volunteers from the previous program year that 4-H Online will open for the new program year on October 1. At that time, individuals may complete the 4-H Volunteer Re-enrollment Process. While there is no established state deadline for completion of the re-enrollment process, individuals are not considered approved volunteers and should not assume volunteer duties until they have enrolled for the new program year in 4-H Online and their enrollment is approved. Educators will set and communicate a reasonable timeframe in which individuals are asked to complete the re-enrollment process so that the Educators will know who is willing to serve as a 4-H Volunteer as they plan the new 4-H Program year.
Educators will send enrollment reminders until the end of their target enrollment timeline, but volunteer enrollment in 4-H Online remains open all year. Educators may set event specific deadlines for enrollment for volunteers (i.e. individuals wishing to assist at the fair must enroll one month prior to the fair). Therefore, individuals wishing to volunteer should enroll well in advance of any programming with youth to allow adequate time for the Educator to complete the enrollment review and approval process.
* The 4-H Youth Development Extension Educator may choose to designate another Extension Staff member to assist with these steps of the volunteer application and screening process.
2024 Requirements for All Volunteers Bold items new in 2024 |
Volunteer Role in 4-H Online |
2024 Role Specific Requirements Bold items new in 2024 |
Must be an approved volunteer in 4-H Online before assuming volunteer duties including working with youth or making decisions for 4-H. Must complete the annual 4-H Online volunteer enrollment including:
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Club Organizational Leader For: all club leaders, including Assistant Club Leader and Other Club Leaders. |
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4-H Affiliate Member For: 4-H Council and/or 4-H Fair Board members |
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Shooting Sports Coordinator |
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Shooting Sports Instructor |
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Associate Shooting Sports Instructor |
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Unit Volunteer For: Juntos 4-H, 4-H Discovery Challenge, Next Chapter 4-H, |
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General Program Volunteer |
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Spark Club Volunteer |
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New Volunteer Applicant |
Additional Application Requirements:
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Subject Matter/Project Leader For: superintendents, |
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Extension Educator Returning Volunteer Review (or their designee) Steps:
Step | Specifics/Resources | Additional Information |
Enrollment and Screening in 4-H Online |
Review for completion, role selection. |
If a criminal conviction is indicated, contact the 4-H Volunteer Specialist to discuss eligibility and next steps. |
Reference Check | Educator my conduct reference checks on returning volunteers at their discretion, typically cused when changing roles or reviewing service. | May request names from the individual or may select references based on knowledge of the individual. |
Registry Check |
Complete National and State Sex Offender Registry Checks as per sections 11.16 through 11.19 of the 4-H Policies and Procedures. Be sure to search using all of the individual’s previous names and print the results. If either system is not functioning correctly (i.e. not allowing searches for all counties or all states), contact the 4-H Volunteer Specialist for advice. |
Upload results to specific Manager Only Field in the individual’s Enrollment in 4-H Online. Notice: Individuals convicted of child abuse cannot serve as a 4-H volunteer. Contact the 4-H Volunteer Specialist if you have any questions about an individual’s registry check. |
Background Check |
An optional criminal background check may be conducted at the decision of the 4-H Educator. Police checks through the Indiana State Police are available to counties at a nominal cost. Contact your local State Police Post or County Sheriff’s Office for additional details. |
If criminal background checks are conducted, they must be conducted consistently for all volunteer applicants. Upload optional background check to specific Manager Only Field in the individual’s Enrollment in 4-H Online. |
Educator conversation or Interview |
Conduct a conversation or interview with the applicant to get a better understanding of their interst and skills to better determine their fit for a volunteer role. |
Recommended for all, but required if the Educator does not know the applicant. |
Appointment Decision |
Educator to review all information, previous service, performance and behavior to determine whether to re-appoint an individual as a 4-H Volunteer. |
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Appoint If there are no concerns and there is a role/need the individual can fill. Approve screening and enrollment in 4-H Online. |
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Not to appoint If there are concerns about the individual, their background or there is no role/need for the individual to fill. See list of considerations above. |
* The 4-H Youth Development Extension Educator may choose to designate another Extension Staff member to assist with these steps of the volunteer application and screening process.
11.4 Additional Volunteer Information
4-H members, volunteers, parents, friends and family who do not follow the Purdue Cooperative Extension Service and 4-H Youth Development behavioral expectations and/or who are a continuing disruptive force, despite appropriate and sincere efforts to resolve their concerns, may be barred from participating in and/or volunteering for youth development programs sponsored by the Purdue Cooperative Extension Service.
Volunteers who relocate from one Indiana county to another and desire continued volunteer
involvement may be asked to undergo the initial volunteer process by the new Educator.
On occasion a volunteer may not be able to sign the Vehicle Use Policy. The Extension Educator
should first contact the volunteer to determine the reason he/she cannot sign the policy. Then,
the Educator should contact the State 4-H Office for additional guidance. Inability to sign the
Vehicle Use Policy does not automatically disqualify an individual from serving as a volunteer.
This information is being provided to help maintain a system established in 1991. The purpose
is to effectively select and retain qualified 4-H Youth Development volunteers. Questions may
arise that are not addressed in the above policies. Direct those questions to the State 4-H
Office.
11.5 4-H Youth Behavioral Expectations
Previously, the 4-H Youth Behavioral Expectations Form (4-H785Y) was provided to those individuals
serving as leaders or role models for other youth involved in the 4-H Youth Development Program.
and Activities” form. This new form is now titled, “Indiana 4-H Behavioral Criteria for All Youth Participants.” (See Section 4). This form is included with the youth’s annual enrollment in 4-H Online (or on a paper form). A separately-signed YBE will not be needed.
11.6 Confidentiality
- All persons involved in the volunteer screening process will be informed and expected to maintain confidentiality. All information collected through the 4-H Volunteer Process must be handled as private and confidential and should not be shared with anyone outside of CES personnel or their designees assigned to manage and support the 4-H Volunteer Process.
- All forms, applications, notes on references, background checks, National Sex and Violent Offender Registry information, and interviews must be kept in a location which can be accessed only by CES personnel or their designees who are responsible for implementing these volunteer procedures.
- All information about applicants and why they are accepted or rejected as a youth program volunteer must be treated in a confidential manner. Only authorized persons should be involved in discussing applicants. Discretion and privacy must be used when screening and discussing applicants.
- As with other university personnel files, an applicant may have access only to the materials he/she has completed. Materials provided by others, including references, committee reports and interview notes, are NOT shared with the applicant/volunteer.
- Individuals requesting information on a 4-H volunteer applicant may have access to the information in an individual, volunteer file if the proper criteria are met. Should you receive a request to access any volunteer record:
- Clearly state that you have no authority to receive, grant, or deny any request for access.
- Instruct them to contact the Office of Legal Counsel:
- Hovde Hall, 610 Purdue Mall, West Lafayette, IN 47907
- 765-496-3550; publicrecords@purdue.edu
- You may reference the required Request for Public Record form that is found on the Purdue University Public Records web site: http://www.purdue.edu/business/records/Public_Records/index.html
- Any person who permits or encourages unauthorized disclosure of confidential information obtained from background checks can be charged with a class misdemeanor.
- Any person who shares confidential information may be subject to disciplinary actions.