HomeMy WebLinkAboutContract 55358 CSC No.55358
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United Way of Tarrant County VITA Program
Memorandum of Understanding
July 1, 2020—June 30, 2021
This Memorandum of Understanding (MOU) between United Way of Tarrant County(UWTC)
and the City of Fort Worth (CFW) is developed to ensure that Tarrant County low wage earners
who participate in free tax services have the opportunity to apply for all eligible tax benefits.
Under this MOU, UWTC and CFW agree to work collaboratively from July 1, 2020 through June
30, 2021 to ensure free tax services are offered to Tarrant County low wage earners and to
follow all of the rules and requirements of the second first year of the IRS Grant to be awarded
October 1, 2020. The point of contact for each organization is:
UWTC CFW
Faye Beaulieu, Senior VP Sonia Singleton
Community Investment, UWTC Assistant Director Neighborhood Services
817-258-8020 817-392-5774
Faye.Beaulieua-unitedwaytarrant.org Sonia.Singleton(aD_FortWorthTexas.gov
The specific responsibilities of each organization are outlined below.
United Way agrees to:
• Provide financial support to CFW's 8 VITA sites for 2020-2021 in the amount of
$139,000.
• Provide guidance/technical support and monitoring of compliance with Quality Site
Requirements for CFW VITA staff.
• Provide required oversight of the VITA program and ensure VITA grant requirements are
met, including adherence to Quality Site Requirements and new volunteer requirements.
• Meet with the Director Neighborhood Services as needed.
• Take the lead in the recruitment and training of all volunteers.
• Provide background checks for all volunteers.
• Market the VITA program throughout Tarrant County.
• Share results of the VITA program with the Tarrant County community.
• Coordinate with the IRS and CFW to ensure a seamless effective VITA system.
• Ensure that all of the IRS VITA requirements are met and monitor compliance of all IRS
grant requirements., including the new volunteer requirements.
• Review quarterly financial reports for all VITA funding including the IRS grant funds.
OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
UNITED WAY OF TARRANT COUNTY
1500 N.Main St.,Suite 200,Fort Worth,TX
76164 LIVE UNITED
City of Fort Worth agrees to:
• Operate 8 VITA sites in accordance with the IRS and UWTC.
• Operate 1 mobile VITA unit to provide additional Tarrant County access to service.
• Prepare and file a total of at least 3,546 tax returns at their 8 VITA sites (9, including
mobile). This number is subject to change based on receiving target from IRS.
• Assist in recruiting volunteers and participants for the VITA partnership.
• Make Site Coordinator training mandatory.
• Give designated UWTC staff administrative access in TaxSlayer software to all sites.
• Forward TaxSlayer reports in PDF format to UWTC on Friday of each week.
• Continue timely submission of quarterly reports.
• Communicate violations to Quality Site Requirements to UWTC and the IRS within 24
hours of being made aware.
• Ensure that all outreach and marketing materials are co-branded by CFW with UWTC
logo.
• Participate in all VITA partnership meetings and meetings of UWTC volunteers as
needed.
• Supply necessary IRS VITA grant information in a timely manner.
• Permit UWTC to audit staff timecards of staff used as match funding to meet the IRS
grant requirements if necessary.
• Adhere to all IRS grant requirements for the operation of the 8 VITA sites and mobile
site.
• Send Quality Site Requirement written guidelines for oversight to UWTC and the IRS
and update both entities regarding any changes as they occur(within two weeks of the
change).
Duration of Agreement
This MOU may be modified, altered, revised, extended or renewed by mutual written consent of
both parties, by the issuance of a written amendment, signed and dated by both parties.
This MOU will be executed upon signature of both parties and will apply for the period of July 1,
2020 to June 30, 2021.
Signatures
_ -- Digitally signed by Victor Turner
y� Date:2020.09.0915:21:57 Sep 9,2020
_nevna Date:
Victor i urner, uirector
Neighborhood Services
City of Fort Worth
DocuSigned by:
L
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JuuFaye eau 96, Senior VP, Community Investment Date: 12/18/2020
United Way of Tarrant County
OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
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Approved By:
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Fernando Costa, Assistant City Manager
City of Fort Worth Date
Mar 1, 2021
Legal Department, City of Fort Worth Date
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Contract Compliance Manager
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Mary Kayser, City Secretary, City of Fort Worth
Date Mar 2, 2021
OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
UNITED WAY OF TARRANT COUNTY UNITED
1500 N.Main St.,Suite 200,Fort Worth,TX
76164 LIVE