Defining Clientele & Reach

Civil Rights Compliance Instructions

• 2026 Civil Rights Compliance Trainings
  • Defining Clientele and Civil Rights Compliance Planning – Aug. 4, 2026
    How-to define clientele groups, strategies for collecting baseline data, and civil rights compliance goal examples. 
    • Download the PowerPoint slides
    • Choose Your Own Adventure activity: programmatic examples (MS Word). 
    • Access the YouTube recording. 
    • Download the Master Gardener Parity Calculator (excel). 
    • Informatics and Geographic Information Systems (IGIS) program resources: StoryMap on GIS Tools to Assess Parity. This is a part of a larger collection of GIS Series for Extension Professionals  and below are the links to the stand alone videos 
      • Accessing Race and Demographics Data from ArcGIS Online Living Atlas
      • Geocoding Program Participants or Site Locations and Exploring Neighborhood Socio-Demographics
      • Accessing Data and Infographics from Business Analyst and Doing a POI Search
  • Improving All Reasonable Efforts and Engagement with New Audiences – Aug. 11, 2026 
    Programmatic strategies to conduct All Reasonable Effort, how to demonstrate compliance through documentation, collecting and reporting race/ethnicity/gender using self-identification forms, strategies to successfully reach and engage new audiences, and public notification requirements. 
    • Download the PowerPoint slides which include URLs for training videos and more resources. 
    • Access the 2025 YouTube recording (2026 was accidentally not recorded but content was not significantly changed).

Resources for collecting race, ethnicity, and gender information from Extension participants for civil rights compliance

On March 29, 2024, the White House Office of Management and Budget published Revisions to OMB's Statistical Policy Directive (SPD) No. 15: Standards for Maintaining, Collecting, and Presenting Federal Data on Race and Ethnicity available on this federal register webpage.

Some UC ANR employees have expressed the desire to implement the revisions as soon as possible to UC ANR’s self-report race/ethnicity and gender (REG) forms. This is because the revisions are likely to result in a more intuitive and inclusive experience for program clientele completing the form.

This two-page document is UC ANR’s first attempt to align the revisions with existing systems and procedures. Federal agencies like USDA and University of California will likely offer additional guidance by September 2025, and as such these guidelines are subject to change.

• Invitation to Self Identify Option 1_Detailed
• Invitation to Self Identify Option 2_Minimum Categories Only with Examples
• Invitation to Self Identify Option 3_Minimum Categories Only

Training examples and surveys templates you can use:

End of session survey: A very short post-event survey that measures outcomes, collects demographic information using open-ended race/ethnicity and gender questions, and solicits suggestions. Designed by Gerry Spinelli and approved for others to use. 
Download PDF in English: San Diego Nursery and Floriculture Program Impact Evaluation 
Download PDF in Spanish: Evaluación de impacto del Programa de Viveros y Floricultura de San Diego
Watch a training video about this survey and how to analyze REG data (12 min. 33 sec.)

Zoom poll: One academic suggests using Zoom polls in the beginning or middle of a meeting to collect race, ethnicity, and gender data from participants
Watch a training video (9 min. 18 sec.)
Use this template to build your questions and script.

Qualtrics template: This template has also been created as a sample Qualtrics survey for collecting REG data and lives in the ANR Qualtrics templates library. This google doc includes instructions on how to create a Qualtrics survey using an ANR Template.

Baseline data available by county and parity calculators

UC ANR's Office of Civil Rights provides U.S. Census by county on their website (keyword search "Baselines") that you may use. 

The UC Master Gardener Office provides this parity calculator for assessing volunteer parity in each county. The calculator is not an acceptable file type in IWP, so please reach out to Jocelyn Mobley or Marisa Coyne for it. Project Board also has a built in parity calculator for academics.

Engaging Communities in Our Work Training 2013

One-pagers:

• Active_listening_a_brief_review final
• Advocacy a brief review
• Benefits to Stakeholders a brief review final
• Boundaries_and_constraints_a_brief_review final
• Building Agreement_a brief review final
• Extension image in your community a brief review final
• Stakeholder_analysis_a_brief_review final
• Working with Diverse Audiences a brief review final
• Extend Your Reach with Social Media 2013