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HomeMy WebLinkAboutContract 46979 (2)• )2: RecEN et, SEP - 2 20 ck�Wfsra5aR1 CIJTY SECRETARY CONTRACT NO. UNITED WAY OF TARRANT COUNTY FUNDING AWARD LLTI ER CITY OF FORT WORTH 2O15 2©16 IMPACT FUNDING IMPACT INITIATIVE INVESTMENT b 9/71 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 Income Council $ 172,800 Total Impact Investment $ 172,800 OBSERVATIONS AND COMMENTS Memherc of the Inrnrme rnrNnril apprccriate ynNr cnntinuerd rnmmitmnnt 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 {ECORD CITY SECRETARY To EO R 'rl, TX Quarter 1st July 1— September 30 2nd October 1— December 31 3rd: January 1— March 31 4th: April 1 —June 30 Report Due to Evaluator & United Way October 15 January 15 April 15 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. /i • YtOyel Chair, hcome Council Date iety Mnager I Date OFFICIAL RECORD CITY SECRETARY FT. W��TH, TX UNITED WAY OF TARRANT COUNTY 2015-2016 VOLUNTEER INCOME TAX ASSISTANCE PROGRAM APPROVED AS TO FORM AND LEGALITY: Tyler Wallach Assistant City A ATTEST: Mary J. Ka City Secretary M&C C-27424 Dated: August 18, 2015 OFF!lC1AL RECORD CITY SECRETARY Ft WORTH, TX MSC Review Page 1 of 2 CITY COUNCIL AGENDA - 1.10 1.. m11J 111.-t ..• alJL-IS . I..-1•-•a1. • a.I- . I .1 . 1.1 -u — Official site of the City of Fort Worth, -Texas _ZlE.- —. FORT %%bR1ii Thifirr ■ J .LtS •ILS..Ala - •ice - I Ilia 1JI,•J J. IJ COUNCIL ACTION: Approved on 8/18/2016 n Ordinance No. 21837008�201 DATE.: 8/18/2015 ,� � � '�1 � � ��� 1 �� o a o {:, C-774.24. LOG NA6� o 80UW 1 Nl T A- 2015 CO SU J 0 C TYPE : CONSI NT PUBLIC NO HEARING: 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 tho 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. 11111, J1M.111.< . L4 http://Epps.cfwnet.org/council_packet/mc review. asp ?ID=2.13388ccouncildate =8/18/2015 8/22/2015 M& \./ Review Page 2 of: 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 (EI1C). E ITC 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 snatch 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/CERTIFICATION: 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 GR76 517040 080455XXXXXX GR76 5 (VARO U S) 0804550(XXXX GR76 488339 080455XXX000 GR76 488928 080455X)0000 $25.000.00 $250.000.00 $25,000.00 $250, 000.00 Sum Me for City Ma acier s Office bv: Ori inatinu Department- Head: Additional information Contact: ATTACHWthN1 S 80UWTC-VITA-2015 Grant AO docx FROM Fund/Accoun`i Centers Susan Alan's (8180) Richard Lavala (5704) Sonia Singloton (57i'4) http://apps.cf\vnet.org/council_packet/mc_review.asp?JD 2133 8&councildate 8118/2015ouncildate=8/18/2015 8/22/2015