Earn It! Keep It! Save It!

Grant Information

For grant opportunities for the 2011 Tax Season, an RFP will be made available in October. Please contact your EKS staff lead for specific or additional information:

For East Bay (Alameda and Contra Costa counties) and North Bay (Napa and Solano counties) questions, contact Vanessa Muniz at 510-238-2424 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it

For all West Bay (Marin, San Francisco, and San Mateo) counties questions, please contact Kelly Batson at 510-238-2415 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Below are the templates for all your United Way Earn It! Keep It! Save It! grant request and reporting needs for the 2010 tax season.

If you received a grant from Earn It! Keep It! Save It! for the 2010 tax season, please use the template below for your Final Report. (Due May 15, 2010)

2010 VITA Site Final Report Template

For your client success story, download the 2010 Tell Your Story form.

Not for use by EKS VITA Sites

2009 VITA Grant Subgrantee Documents - For Reference Only

Subgrantee Presentation from VITA Grant Orientation

2009 Contract template **

2009 VITA Grant Timeline

Allowable Expenses Table

Capital Expenditures Rules

Invoice Dates and Procedures

Personnel Activity Reports

Budget and Expense Reports

Program Outcomes Report

Submission One Checklist

Submission Two Checklist

Submission Three Checklist

Table of Contents Outline

Narrative Final Report Template

VITA Site Visits Checklist

** This contract template is an old version of our standard contract language for UWBA. Scroll to the 4th page for the Scope of Work, which includes all the required VITA site activities or procedures.