The URL can be used to link to this page

Home My WebLink AboutContract 45911 CITY SECRETARY 9/1 CONTRACT NO. / UNITED WAY OF TARRANT COUNTY FUNDING AWARD LETTER CITY OF FORT WORTH 2014-2015 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 1,2014—June 30, 2015. Strategy/Impact Area Investment Income Support $ 200,000 Income Council Total Impact Investment $ 200,000 OBSERVATIONS AND COMMENTS 1. Members of the Income Council appreciate your new partnership to ensure that low-income working families become financially stable. 2. United Way staff and volunteers reviewed each proposal using a scoring rubric. Performance targets and plans for year four were reviewed and considered, as well as additional questions and responses. Volunteers took into consideration the number of lives we must improve in year five(2,374)to be on track to achieve the bold goal by 2020 and your program's contribution.Your program was ranked sixth with a score of 70.50 out of a possible 100 points. 3. This year, Earn Well Income initiative received allocable funds totaling$1,824,280.These dollars are being invested in renewal initiatives as well as two new strategies to move low-income working families towards financially stable. 4. The Income Council is pleased to add the City of Fort Worth to the Earn Well Initiative. We see adding VITA to the Communities Action Partners(CAP)program as a way to strengthen and grow VITA in Tarrant County. The in-kind support for the VITA program is appreciated as well as the projected growth for the coming year. 5. United Way appreciates the time, effort and commitment of its impact partners.As we reach the halfway mark to 2020, it will become more important that we leverage funds and raise additional dollars outside the United Way campaign to reach the bold goals.We encourage you,where, possible,to work collaboratively with United Way to seek grant funding and/or leverage dollars that can be applied to our collective impact work. 6. CAP staff is encouraged to meet with the United Way staff liaison as soon as possible to discuss the number of VITA sites, clarify the implementation plan and develop transition plans for the Fort Worth and Northeast VITA program. In addition to these important program elements,staff would also like to discuss plans for sustainability. OFFICIAL RECORD CITY SECRETAR?r RECEIVED SEP 0 2,.2094 FT. WORTH, '�,T 7. United Way and the 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. It is important to note that weekly numbers will be due to the United Way staff liaison during the tax season.A template will be provided. Please note the following quarterly report due dates: Quarter Report Due to Evaluator&United Way 155: July 1-September 30 October 15 2° :October 1—December 31 January 15 3` :January 1—March 31 April 15 45 :April 1—June 30 July 15 8. United Way staff will email you the 2014-2015 quarterly reporting templates. 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. 9. 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. 10. As we move into year five of this Impact work,the achievement of annual performance targets is essential, as these targets tie directly into the achievement of the 2020 Bold goal. Because we are reaching the halfway mark to 2020, it will become more important that we leverage funds and raise additional dollars outside the United Way campaign to reach the bold goals.We encourage you,where possible,to work collaboratively with United Way to seek grant funding and/or leverage dollars that can be applied to our collective impact work. Senior Vice Presider , Unite ay Cit Ma ager July 1, 2014 �� ?0 Date Date �� t��l/,�Cdcf Gy�n 1111�'��fl��ri lly; iii✓� UNITED WAY OF TARRANT COUNTY VOLUNTEER INCOME TAX ASSISTANCE PROGRAM APPROVED AS TO FORM AND LEGALITY: Tyler Wallas Assistant City Attorney ATTEST: OF r® p ° 0 Y D C City Secretary M&C C-26928 Dated: August 19, 2014 %4&C Review Page 1 of Official site • of • Worth, FORT WVORTII CITY COUNCILAGENDA COUNCIL ACTION: Approved on 8/19/2014 -Ordinance No. 21392-08-2014 DATE: 8/19/2014 REFERENCE NO.: C-26928 LOG NAME: 80UWTC-VITA- 2014 CODE: C TYPE: NON-CONSENT PUBLIC NO HEARING: SUBJECT: Ratify 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 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 of $25,000.00 as an In-Kind Match and Adopt Appropriation Ordinance (ALL COUNCIL DISTRICTS) RECOMMENDATION: It is recommended that the City Council: 1. Ratify 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 of$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 2014-2015. 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. The goal is to assist up to 3,500 unduplicated low-income workers to file their tax returns through a VITA site and to file for approximately $3.1 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. The Parks and Community Services Department will administer this program. ittp:Happs.cfwnet.orv_/council packet/mc review.asp?ID=20089&councildate=8/19/2014 8/22/201 �4&C Review Page 2 of A 10 percent match is required for this grant and will be provided by allocating a portion of assigned staff time valued at $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 $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. TO Fund/Account/Centers FROM Fund/Account/Centers GR76 488339 080455740000 $250,000.00 GR76 488928 080455740000 $25,000.00 GR76 517040 080455740XXX $25,000.00 GR76 5 $250,000.00 (VAROUS) 080455740XXX Submitted for Cif Manager's Office by: Susan Alanis (8180) Originating Department Head: Richard Zavala (5704) Additional Information Contact: Sonia Singleton (5774) ATTACHMENTS 80UWTC VITA 2014 AO FY14 (rev).docx Attn://anns.cfwnet.ora/council nacket/mc review.asn?ID=20089&councildate=8/19/2014 8/22/201