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Project Outline Document - Volunteer Income Tax Assistance - Susan Morley

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					  Project Outline for CU-Boulder Volunteer Income Tax Assistance (VITA)


Project Purpose
The VITA program provides free income tax return preparation services to low income families and
individuals living in the City of Boulder. This past tax season, VITA student volunteers prepared and filed
491 tax returns, resulting in tax refunds of $808,000 and earned income credit refunds of $200,000.
Injecting over $1,000,000 in the Boulder economy has had a significant positive impact on the community.
Susan Morley, the VITA site coordinator, would like to expand VITA’s outreach and increase the number
of low income taxpayers who utilize VITA’s services.

Project Objectives
       Increase the number of returns completed from 491 to 750 (35% increase)
       Increase the amount of tax refunds from $808,000 to $1,000,000 (20% increase)
       Increase the amount of earned income credit tax refunds from $200,000 to $300,000
        (33% increase)

Project Scope
       Identify and market to low income families and individuals living in the City of Boulder
       Identify how to get low income families and individuals to the VITA site (Leeds School) during
        the tax return season, including flyers, maps, signage, etc.
       Develop the budget for marketing materials, signage, etc.
       Assist with fundraising to defray the costs of marketing and signage


Deliverables
       Identify locations and number of low income people living in the City of Boulder
       Identify at least three best ways to make them aware of the VITA program and its benefits
       Develop drafts of marketing materials for review and approval by Susan Morley
       Develop sample signage to be used on campus and in Koelbel to direct taxpayers to the VITA site
        for review and approval by Susan Morley, including identifying and contacting appropriate
        University personnel responsible for approving campus signage
       Develop a budget for the marketing materials and signage
       Identify at least three outside donors and obtain a verbal commitment from them to participate in
        the program financially

Critical Milestones and Event Dates
       Identify the location and number of people who qualify as low income (for VITA, low income
        means income of no more than $49,000 per year per family)
       Drafts of marketing materials – October 14th
       Final marketing materials – November 1st
       Draft signage – November 16th
       Final signage – November 30th
       Marketing materials and signage budget – November 16th
       Three outside donors – November 30th




                                 University of Colorado – Leeds School of Business
                                             Project Outline Document
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posted:9/25/2012
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