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Formal Business Letter of Employment

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					                                  IRS-SPEC Partner Coalition FY-09
                                                                 Please Check One: Existing [X] Emerging [ ]
TERRITORY NAME: Plantation

FORMAL NAME OF COALITION: Alianza UPR Bayamon
Key Coalition City/State: Bayamón, Puerto Rico
Coalition Chair's Name and Organization: Dr. Arturo Avilés, University of Puerto Rico at Bayamón

Coalition Chair's e-mail address/Phone #: aaviles@uprb.edu 787- 993-8858

Date Coalition Started and Geographical Area Covered: December 2004 – Bayamón area

Strategies - briefly define each strategy, if applicable
         Outreach Strategy: Partner organizations promoted tax preparation and related services through various
h        media channels: radio, newsletter and community based-collaboration to assist low- to moderate-income

        Tax Preparation Strategy: The UPR Bayamón Campus sponsored an e-file tax preparation site to offer free
h       tax preparation to low and moderate income taxpayers residing in Bayamón and neighboring municipalities.

        Asset-Building Strategy: RG Premier bank provided free checking or savings accounts to taxpayers. An
        informational pamphlet was designed to educate low- to moderate-income families on a variety of financial
        planning tools, including savings and budgeting. The students (VITA volunteers) delivered a financial literacy
        training to advise the community on how to manage their money and how to organize their finances in order to
        meet financial objectives, such as obtain their home, saving money, establish a good credit and starting their
h       own business.

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
           Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete.
                                                   Core Planning Group
        Internal Revenue Service (SPEC)
        Municipality of Bayamón
        RG Premier Bank
        Student Accounting Association
        University of Puerto Rico Bayamón Campus - Business Administration Department

                                               Other Coalition Members
        R-G Premier Bank
        Students in Free Enterprise - SIFE

Significant Coalition Activities: (List major items only, using bulleted style)
        One site prepared 59 federal returns (44 e-filed) and local Puerto Rico individual tax returns.
        Initial coalition meeting for partners organizations to sign a commitment letter.
        Designed and disseminated flyers in English and Spanish to promote ACTC awareness, helping low- to
        moderate-income families in Bayamón area to claim the ACTC.
        Advertised on radio station the free e-file services available at the UPRB campus site.
        Published various newspapers articles on filing requirements to claim the ACTC.
        The Municipality of Bayamón promoted the tax preparation services to its residents with the distribution of
        flyers throughout Bayamón neighborhoods.
        Opened bank accounts to receive income tax refunds through direct deposit.
        Closing Ceremony - the coalition celebrated the filing season with a recognition ceremony. At the event
        volunteers delivered financial counseling to the audience. Students who are VITA volunteers won first place in
        the Student in Free Enterprise (SIFE) national contest, Puerto Rico chapter. SIFE is a nonprofit organization
        that involves over 800 colleges and universities worldwide.


Planned Future Activities: ( Summarize major plans, using bulleted style)
        Improve connections to financial literacy classes and other asset-building resources through new partnerships.
                                     IRS-SPEC Partner Coalition FY-09
                                                                  Please Check One:    Existing [ X ] Emerging [ ]
TERRITORY NAME:         Plantation

FORMAL NAME OF COALITION: VITA Western SPEC Coalition - Alianza del Oeste

Coalition Website:   N/A

Key Coalition City/State:   Mayaguez, PR

Coalition Chair's Name and Organization: Glenda E. Irizarry Toro - Rodriguez, Rivera & Toro LLP

Coalition Chair's e-mail address/Phone #:       glendaenid@yahoo.com 787- 834-3100

Date Coalition Started and Geographical Area Covered:          Mayaguez and surrounding municipalities

Strategies - briefly define each strategy, if applicable
         Outreach Strategy: To educate low income and LEP taxpayers regarding federal tax credits such as the
         Additional Child Tax Credit, available to residents of Puerto Rico. Through radio, newspaper and by
         disseminating Publication 4281(PR) "Tienes Niños", create awareness of the tax credits for which bona fide
h        residents of Puerto Rico are eligible.


         Tax Preparation Strategy: To establish a free e-file tax preparation site at the University of Puerto Rico -
         Mayaguez Campus. The Business Administration students are certified to prepare the federal tax returns and
h        accountants (Puerto Rico Accountants Association) provide site management.

         Asset-Building Strategy: Provide checking and savings accounts for unbanked taxpayers at the tax site for
h        direct deposit.

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
            Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete..
                                                    Core Planning Group
         Asociacion Professional de Contadores Capitulo de Mayaguez
         Internal Revenue Service (SPEC)
         Rodriguez, Rivera & Toro LLP
         University of Puerto Rico Mayaguez Campus - Business Administration Department
         Westernbank of Puerto Rico

                                                 Other Coalition Members

Significant Coalition Activities: (List major items only, using bulleted style)
         Coalition prepared 51 federal income tax returns and 43 were electronically filed .
         Coalition hosted strategy meeting and invited new partner organization (Puerto Rico Accountants Association)
         Coalition distributed posters and flyers offering the free tax preparation service in the Mayaguez area.
         Coalition relocated volunteer tax site to the new University of Puerto Rico - Mayaguez Business Administration
         building.
         Coalition distributed 3000 Publication 4281 at 12 WesternBank branch locations in the western region.
                   distributed 200 Publication promote free tax prep. which received coverage profit organization.
         Coalition hosted press conference to4281 at Mayaguez health fair sponsored by a nonby several local
         newspapers.
         Coalition offered bank accounts to the unbanked to receive tax refunds through direct deposit.
         Coalition hosted recognition ceremony for volunteer tax preparers.
Planned Future Activities: ( Summarize major plans, using bulleted style)
         Distribute US Self Employment Tax forms and publications at the new entrepreneurial center.
         Provide seminar for small business entrepreneurs on US Self Employment Tax.
                                    IRS-SPEC Partner Coalition FY-09
                                                                  Please Check One:     Existing [ X ] Emerging [ ]
TERRITORY NAME:        Plantation

FORMAL NAME OF COALITION: San Juan ACTC Awareness Campaign

Key Coalition City/State: San Juan, Puerto Rico

Coalition Chair's Name and Organization: Mayor, Jorge A. Santini, City of San Juan - Diana Pelegrina

Coalition Chair's e-mail address/Phone #: dpelegrina@sanjuancapital.com 787-751-7029

Date Coalition Started and Geographical Area Covered: October 2003 - City of San Juan and adjacent areas
(Guaynabo, Carolina, Caguas)

Strategies - briefly define each strategy, if applicable
         Outreach Strategy: To inform low- to moderate-income families about the availability and filing requirements
         of the Additional Child Tax Credit. Through leveraged partnerships, educate LEP to understand and meet their
h        life cycle-tax obligations.

         Tax Preparation Strategy: To integrate existing legacy site into more comprehensive, demographic-based
         tax preparation strategy for the San Juan and adjacent areas. To assist e-filing the federal tax return at the
h        San Juan City Hall for the low-Income and Limited English Proficiency community of San Juan.

         Asset-Building Strategy: To attract financial institutions in coalition to provide free bank accounts to facilitate
h        direct deposit and develop long-range asset building strategies.

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
            Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete..
                                                     Core Planning Group
         City of San Juan (Mayor Jorge Santini and Staff)
         Department of Treasury (Hacienda)
         Internal Revenue Service (SPEC)
                                                 Other Coalition Members




Significant Coalition Activities: (List major items only, using bulleted style)
         Coordinated ACTC outreach through local media (WAPA Radio, WAPA TV - Channel 4, El Nuevo Día) and
         community events.
         Emailed information city employees advising them of the tax credit availability, filing requirements and sites.
         Disseminated Publication 4281 (PR) "Tienes Niños" to inform the community about the refundable tax credit.
         Published article in major local newspaper (El Nuevo Día) discussing the filing requirements for ACTC.


Planned Future Activities: ( Summarize major plans, using bulleted style)
         Expand the delivery of financial literacy and provide linkage to asset-building resources.
         Develop enhanced strategies for volunteer recruitment, retention and training.
         Improve in targeting the non-participating but potentially eligible individuals and families for outreach and
         return preparation services.

				
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