Volunteer Income Tax Assistance (VITA) Matching Grant Program

 

To provide direct funding that will enable VITA initiatives to extend services to underserved populations and hardest-to-reach areas, both urban and non-urban; specific objectives as they relate to the VITA Program which include: increasing the capacity to file returns electronically, heighten quality control, enhance training of volunteers, and significantly improve the accuracy rate of returns prepared by VITA sites.

General information about this opportunity
Last Known Status
Active
Program Number
21.009
Federal Agency/Office
Department of The Treasury
Type(s) of Assistance Offered
B - Project Grants
Program Accomplishments
Fiscal Year 2017 No current data available. No final data currently available.
Fiscal Year 2018 1,465,518 Returns Prepared
Fiscal Year 2019 Over 4 million taxpayers assisted during 2019 through the VITA Grant Program
Fiscal Year 2020 A conservative growth rate of 1 percent is projected
Authorization
Consolidated Appropriations Act, 2018
Taxpayer First Act, 2019, Public Law 116-25, Public Law 116-25
Who is eligible to apply/benefit from this assistance?
Applicant Eligibility
Non-profit organization or state or government entity. VITA applicants must be a non-profit, state or local government, Indian Tribal Government with experience in coordinating the Volunteer Income Tax Assistance program. Applicant organization's must be tax compliance and not debarred or suspended.
Beneficiary Eligibility
Providing assistance to low income individuals and families, elderly, rural, persons with disabilities, Native American, limited English proficient and military individuals and family.
Credentials/Documentation
Applicants must provide proof of their tax-exempt status. Matching funds must be documented. Applicants must be tax compliant and not be debarred or suspended. 2 CFR Part 200 applies to this program.
What is the process for applying and being award this assistance?
Pre-Application Procedure
Preapplication coordination is required. This program is eligible for coverage under E.O. 12372, "Intergovernmental Review of Federal Programs." An applicant should consult the office or official designated as the single point of contact in his or her State for more information on the process the State requires to be followed in applying for assistance, if the State has selected the program for review. Requirements for Federal Awards applies to this program. Complete application procedures are included in IRS Publication 4671, Volunteer Income Tax Assistance Grant Program Overview and Application Instructions. Applicants must provide proof of their entity status (i.e. tax-exempt organization/government agency). Matching funds must be documented.
Application Procedure
2 CFR 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards applies to this program. Application procedures are included in IRS Publication 4671, Volunteer Income Tax Assistance Grant Program Overview and Application Instructions. Applicants must provide proof of their tax-exempt status. Matching funds must be documented. Eligible organizations must submit their application through grants.gov on or before June 1, 2020.
Award Procedure
All complete applications meeting initial eligibility requirements will be evaluated on technical merit, capacity to reach the targeted audiences, geographic coverage and prior year performance.
Deadlines
May 1, 2020 to June 1, 2020
Approval/Disapproval Decision Time
From 90 to 120 days. The IRS will notify applicants of their selection or non-selection for an award, as well as those that did not qualify for the program, generally by October 1 of each year. The schedule for notification will be determined based on the Congressional appropriation of funding for the VITA Program, meaning if we are operating under a Continuing Resolution, applicant notification may be delayed pending approval of VITA funds.
Appeals
Not applicable.
Renewals
Not applicable.
How are proposals selected?
The selection of proposals is based on a two-tiered evaluation process: 1. Experience with low income and/or return preparation - 40 points 2. Strength of program - 40 points 3. VITA target audience - 40 points 4. Ability to partner or collaborate with multiple organizations - 20 points 5. Sustainability and growth strategy - 10 points 6. Quality control process - 40 points 7. Program measures - 10 points Grant Program Office Evaluation The Grant Program Office evaluation involves a more in-depth review of the applicant's budget information and accounting processes. The proposed geographic coverage and target audiences are also taken into consideration.
How may assistance be used?
Grant funds can be used to cover ordinary and necessary expenses for operating a VITA tax preparation program. Such expenses are only allowable if they are reasonable, allocable, and in accordance with CFR Part 200.
What are the requirements after being awarded this opportunity?
Reporting
Performance Reports: Grantees are responsible for monitoring volunteer compliance with program regulations and requirements, the Grant Agreement, and compliance with applicable OMB Circulars and regulations.
Auditing
2 CFR Part 200 nonfederal entities that expend financial assistance of $750,000 or more in Federal awards must have a single or a program-specific audit conducted for that year. Nonfederal entities that expend less than $750,000 a year in Federal awards are exempt from Federal audit requirements for that year, except as noted in 2 CFR Part 200. The Federal Audit Clearinghouse operates on behalf of the Office of Management and Budget (OMB) and its primary purpose is to disseminate audit information to Federal agencies and the public. If the most recent audit showed an unfavorable finding, it will not automatically disqualify you from consideration; however, more information may be requested to ensure any deficiencies noted in the audit have been corrected.
Records
Grant recipients are required to have a record keeping system in place to support all information reported. Supporting receipts and other documentation should be maintained for a minimum of three years following the submission of the final report.
Other Assistance Considerations
Formula and Matching Requirements
Statutory formula is not applicable to this assistance listing.

Matching is mandatory. 100%.

MOE requirements are not applicable to this assistance listing.
Length and Time Phasing of Assistance
The grant period runs from October 1st through September 30th of the subsequent year. Once awarded, VITA grant funds are released on an immediate need or reimbursement basis. Funding is deposited in an account managed by the Division of Payment Management and recipients may request/receive funds electronically after account establishment.
Who do I contact about this opportunity?
Regional or Local Office
None/Not specified.
Headquarters Office
Grant Program Office
401 West Peachtree Street, NW, Stop 420-D
Atlanta, GA 30308 US
Grant.Program.Office@irs.gov
Phone: 470-639-2935
Website Address
http://www.irs.gov/Individuals/IRS-VITA-Grant-Program
Financial Information
Account Identification
20-0912-0-1-803
Obligations
(Project Grants (Discretionary)) FY 18$15,000,000.00; FY 19 est $15,000,000.00; FY 20 est $15,000,000.00; FY 17$15,000,000.00; -
Range and Average of Financial Assistance
No Data Available
Regulations, Guidelines and Literature
Publication 4671, VITA Grant Program Overview and Application Instructions 2 CFR 200 Publication 4883, Grant Programs Resource Guide
Examples of Funded Projects
Not applicable.

 



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