Form 13977 - Vita Grant Program Budget Plan - 2009 Page 2
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4Instructions – Column (B) – Matching Funds
Instructions – Column (A) – VITA Grant
Proposed Expenditures
Proposed Expenditures
•
•
Line 1
Enter the total estimated travel expenses (include airfare,
Line 1
Enter the total estimated travel expenses (include airfare,
actual fuel expense, meals, lodging, taxi fares, etc.) of
actual fuel expense, meals, lodging, taxi fares, etc.) of
program administrators (maximum 2) who met with the IRS
program administrators (maximum 2) who met with the IRS
SPEC Territory Coordinators, etc. and/or were required to
SPEC Territory Coordinators, etc. and/or were required to
travel to IRS SPEC Headquarters or the SPEC Territory Office
travel to IRS SPEC Headquarters or the SPEC Territory
to attend an orientation/training session. Cost of travel by
Office to attend an orientation/training session. Cost of
commercial transportation must be economy fare, and
travel by commercial transportation must be economy fare,
discount rates (excursion and/or “super-saver” fares) should
and discount rates (excursion and/or “super-saver” fares)
be used when applicable. Meals and lodging are limited to the
should be used when applicable. Meals and lodging are
applicable government per diem rate in effect at that time.
limited to the applicable government per diem rate in effect
•
Since location has not yet been determined, include $200 per
at that time.
•
day for meals and lodging and $700.00 for round trip airfare.
Since location has not yet been determined, include $200
•
Note: Orientation meeting may be conducted by a
per day for meals and lodging and $700.00 for round trip
airfare.
conference call with the SPEC Territory Manager.
•
Line 2
Enter the total estimated travel reimbursement for VITA site
•
Line 2
Enter the total estimated travel reimbursement for tax law
training for Tax Assistors and Coordinators/Administrators
training to volunteer Tax Assistors and
who will attend IRS sponsored training courses.
Coordinators/Administrators who will attend IRS Site
•
DO NOT include expenses for any volunteer twice, even
Coordinator sponsored training courses.
•
if he/she serves in two or more capacities.
DO NOT include expenses for any volunteer twice, even if
•
DO NOT include expenses for daily site operations travel;
he/she serves in two or more capacities.
this is captured on Line 3 of this form.
•
DO NOT include expenses for daily site operations travel;
this is captured on Line 3 of this form.
•
•
Line 3
Enter the total estimated travel reimbursement for VITA site
Line 3
Enter the total estimated travel reimbursement for VITA site
operations to volunteer Tax Assistors and
operations for Tax Assistors and
Coordinators/Administrators.
Coordinators/Administrators on line 3.
•
•
DO NOT include expenses for any volunteer twice, even if
DO NOT include expenses for any volunteer twice, even
he/she serves in two or more capacities.
if he/she serves in two or more capacities.
•
•
DO NOT include expenses for training; this is captured on
DO NOT include expenses for training; this is captured
Line 2 of this form.
on Line 2 of this form.
•
•
Reimbursements may be made to volunteers for either actual
Reimbursements may be made to volunteers for either
expenses incurred or stipends provided to volunteers.
actual expenses incurred or stipends provided to volunteers.
•
•
Stipends must be designed to relieve the volunteer of
Stipends must be designed to relieve the volunteer of
expense documentation and should be based on expected
expense documentation and should be based on expected
out-of-pocket expenses not on the time engaged in
out-of-pocket expenses not on the time engaged in
volunteer service.
volunteer service.
•
•
Stipends may not be based on the time the volunteer is
Stipends may not be based on the time the volunteer is
expected to be engaged in volunteer service.
expected to be engaged in volunteer service.
•
•
Line 4
Total Reimbursement Expenses (ADD Lines 1 - 3).
Line 4
Total Reimbursement Expenses (ADD Lines 1 - 3)
•
•
Line 5
Enter estimated contract labor costs, salary costs and/or
Line 5
Enter estimated contract labor costs, salary costs and/or
hourly wages and benefits for individuals performing services
hourly wages and benefits for individuals performing
for the VITA program. Positions are limited to Clerical, Site
direct services for the VITA program.
•
Administrator/Site Coordinator, Information Technology (IT)
DO NOT include indirect salaries for the grant recipient.
•
Support and Instructor.
When an employer other than the recipient furnishes the
•
In cases where an employee or contractor works on more
services of an employee to the VITA program, these
than one program only include the portion of the contract
services shall be valued at the employee’s regular rate of
labor, salaries, wages and benefits which are directly related
pay (plus benefits but excluding overhead costs) provided
to the VITA program and have been incurred due to the
these services are in the same skill for which the employee
VITA program.
is normally paid.
•
In cases where an employee or contractor works on more
than one program only include the portion of the contract
labor, salaries, wages and benefits which are directly related
to the VITA program and have been incurred due to the
VITA program.
•
If in-kind contributions are included, provide a brief
explanation on a separate sheet.
•
•
Line 6
Enter estimated expenses for general office supplies
Line 6
Enter estimated expenses for general office supplies
including pencils, pens, paper. Include postage for the
including pencils, pens, paper. Value assessed to donated
fulfillment of orders for program materials. Only include
supplies shall be reasonable and shall not exceed the fair
office supplies and equipment purchased directly for use in
market value of the property at the time of the donation.
•
supporting the VITA program.
DO NOT include supplies directly attributable to delivery of
•
DO NOT include supplies directly attributable to delivery
e-file. The supplies attributable to e-file are captured on
of e-file. The supplies attributable to e-file are captured on
line 18.
•
line 18.
If in-kind contributions are included, provide a brief
explanation on a separate sheet.
13977
Catalog Number 51502R
Form
(Rev. 6-2008)
Page 2
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