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CONTRACT
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UNITED WAY OF TARRANT COUNTY
FUNDING AWARD LETTER
CITY OF FORT WORTH
2015-2016 IMPACT FUNDING
IMPACT INITIATIVE INVESTMENT
The United Way Board of Directors, upon recommendations from the Community Development Cabinet and the
Income Council, approved the following funding for July 1,2015—June 30,2016.
Strategy/Impact Area Investment
Income Support $ 172,800
Income Council
Total Impact Investment $ 172,800
OBSERVATIONS AND COMMENTS
1. Members of the Income Council appreciate your continued commitment to ensuring that free tax
preparation assists families to receive all eligible tax credits.
2. This year,the Earn Well Initiative received allocable funds totaling$1,586,787 which is a 13.02%decrease
from 2014. These dollars are being invested in renewal initiatives to help move 2,422 families on the path
to financial stability.
3. United Way staff and volunteers reviewed each proposal using a scoring rubric. Performance targets and
results for year five were reviewed and considered, as well as additional questions and responses. In an
effort to help strengthen your program delivery and evaluation, United Way staff compiled the following
feedback from the review of your application.
• Application Strengths—The Income Council recognizes the additional support that the City
of Fort Worth/CAP provides to the VITA program. The additional outreach efforts as well as
access to the target client base will enable us to grow VITA this year. We commend your
success for the first year in the program.
• Application Weakness—There were portions of the proposal that lacked adequate
information. Please consult with United Way staff on how you might strengthen future
applications.
4. As in the previous five years,the United Way and Income Council will be closely monitoring results
achieved through data reports on outcomes and outputs.An external evaluator will compile and tabulate
data to assess program success and community impact. Please note the following report due dates:
OFFICIAL RECORD
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Quarter Report Due to Evaluator&United Way
1St July 1—September 30 October 15
2" October 1—December 31 January 15
3` :January 1—March 31 April 15
4':April 1—June 30 July 15
5. United Way staff will email you the 2015-2016 reporting template. All completed reports should be
emailed to your United Way staff representative by 5:00 pm on the due date. Failure to submit required
information in the correct format by the due date may result in a disruption of funding.
6. United Way grantees are required to co-brand all materials related to the funded initiative with the
United Way logo. Please contact your staff liaison to obtain the UW logo, if needed. We will schedule a
meeting in August for all of our Impact partners to discuss opportunities to enhance co-branding. More
details will be provided at that time.
7. As we move into year six of the Impact initiatives,the achievement of annual performance targets is
essential. These targets tie directly to the achievement of the 2020 Bold goal. At the six month mark,the
council will examine target measures to ensure funded initiatives are on track to achieve year-end
measures. Inability to meet quarterly targets could result in a disruption of funding.
Please sign and return before July 31, 2015.
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Date Date
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UNITED WAY OF TARRANT COUNTY
2015-2016 VOLUNTEER INCOME TAX ASSISTANCE PROGRAM
APPROVED AS TO FORM AND LEGALITY:
Tyler Wallach '
Assistant City Aft ` ey
ATTEST: o
Mary J. K
City Secretary ` s
MC C-27424
Dated: August 18, 2015
OFFICIAL RECORD
UM SECNl EUURY �
M&C,Review Page 1 of 2
CITY COUNC
L AGENDA
I oK 1171)X�fI
COUNCIL ACTION: Approved on 8/18/2015 -Ordinance No. 21837-08-2015
DATE: 8/18/2015 REFERENCE NO.: **C-27424 LOG NAME: 80UWTC-VITA-
2015
CODE: C TYPE: CONSENT PUBLIC NO
HEARING:
SUBJECT: Authorize Application for and Acceptance of, if Awarded, a Grant from the United Way of
Tarrant County in the Amount Up to$250,000.00 for the Volunteer Income Tax
Assistance Program, Authorize Execution of Agreement with the United Way of Tarrant
County, Authorize Allocation of a Portion of Assigned Staff Time Valued in the Amount
Up to $25,000.00 as an In-Kind Match and Adopt Appropriation Ordinance (ALL
COUNCIL DISTRICTS)
RECOMMENDATION:
It is recommended that the City Council:
1. Authorize the application for and authorize acceptance of, if awarded, a grant from the United Way
of Tarrant County in the amount up to $250,000.00 for the operation of the Volunteer Income Tax
Assistance program;
2. Authorize the execution of the related Grant Agreement with the United Way of Tarrant County;
3. Authorize the allocation of a portion of assigned staff time valued in the amount up to $25,000.00
as an in-kind match for this grant; and
4. Adopt the attached appropriation ordinance increasing estimated receipts and appropriations in
the Grants Fund in the amount up to $275,000.00, subject to receipt of funds.
DISCUSSION:
The United Way of Tarrant County has funds available for agencies to implement the Asset
Development and Income Support Initiative for Fiscal Year 2015-2016. The outcome of this initiative
is to positively impact the financial stability of Tarrant County working families.
One method to accomplish this is by assisting unduplicated low-income families through the
Volunteer Income Tax Assistance (VITA) program. In 2001, a decision was made to move the VITA
program from the Internal Revenue Service to a community based program. It was determined that
the communities had a better relationship with their residents and would be more successful in
delivering the three pronged message to the populations. The three pronged message the Internal
Revenue Service is interested in delivering is: (1) tax return preparation, (2) financial education and
asset building and (3) outreach. The Earned Income Tax Credit is the basis of the VITA
program. This message is delivered through tax return preparation, outreach products and financial
education. The goal is to deliver a program and teach people how to invest their refunds in an
advantageous manner to assist them with becoming self-sufficient.
During the 2014-2015 Fiscal Year, the Parks and Community Services Department administered the
program through the Community Action Partners at nine sites throughout Tarrant County. If the funds
are awarded, the Neighborhood Services Department will administer the program in 2015-
2016. Total tax returns completed were 2,706 for an overall refund amount of$4,214,025.00 of which
$1,635,380.00 was Earned Income Credit dollars from 580 clients. The number of clients choosing to
purchase savings bonds was 49 and 51 clients decided to split their refund by placing a portion in a
savings account.
http://apps.cfwnet.org/counciLpacket/Mc review.asp?ID=21338&cotincildate=8/18/2015 8/22/2015
M&C,Keview Page 2 of 2
The goal for Fiscal Year 2015-2016 is to assist up to 3,000 unduplicated low-income workers file their
tax returns through a VITA site and to file for approximately $1.8 million in Earned Income Tax
Credits (EITC). EITC can supplement the income for families while they work to advance their
earnings. This will enable these families to meet daily living expenses, begin saving, build assets and
achieve a level of financial stability.
A 10 percent match is required for this grant and will be provided by allocating a portion of assigned
staff time valued in the amount up to $25,000.00 that is billed to and paid out of previously
appropriated general fund money. The total amount of this grant, when factoring in the in-kind match,
is up to $275,000.00.
This program serves ALL COUNCIL DISTRICTS.
FISCAL INFORMATION/CRTIFICATION:
The Financial Management Services Director certifies that upon approval of the above
recommendations and adoption of the attached appropriation ordinance, funds will be available in the
current operating budget, as appropriated, of the Grants Fund. Prior to an expenditure being made,
the Parks and Community Services Department have the responsibility to validate the availability of
funds.
TO Fund/Account/Centers FROM Fund/Account/Centers
GR76 517040 080455XXXXXX $25,000.00
GR76 5 $250,000.00
(VAROUS) 080455XXXXXX
GR76 488339 080455XXX000 $25,000.00
GR76 488928 080455XXX000 $250,000.00
Submitted for Cif Manager's ffic by, Susan Alanis (8180)
0[!gjpgLt1in_q Department Head: Richard Zavala (5704)
Additional Information Contact: Sonia Singleton (5774)
ATTACHMENTS
8OUVVTC-VITA-2015 Grant At .docx
http://apps.cfwnet.org/council_packet/Mc review.asp?ID=21338&cowlcildate=8/18/2015 8/22/2015