VITA Site Best Practices Mobile Sites as an Effective Tool By Khadijah Jones, Assistant Director Cam

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VITA Site Best Practices(Mobile Sites as an
Effective Tool)ByKhadijah Jones, Assistant
DirectorCampaign for Working Families/GPUAC
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Purpose of the mobile operations

• Created to add more free services to the
  Philadelphia region.
• Neighborhood and organizational impact
• Every year a team of paid preparers go to
  businesses, unions, organizations, churches, etc.
  Operation makes getting your taxes done even
  easier

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Benefits this brings to organizations

• Build on services offered to customers, clients,
  constituent, etc.
• Provides social service agencies an additional
  touch with their target customers
• Promotes goodwill among clients they build
  trust with agency
• Supports clients who are re-entering the
  workforce or otherwise finding success with the
  agencies programs.

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Benefits this brings to organizations

• Additional benefit for employees
• An inexpensive benefit with great financial value
  to an employee (avoid for profit tax preparation)
• Build good will with employees
• Build synergy among employees
• Better and consistent worker (lowers turn-around)
• Happier employee (eased workplace)

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Operations and Flow

• Timeline-
• Potential sites
• Market VITA program to clients/customers
  (phone/letters/meetings)
• Recruit paid prepares
• Schedule dates with host sites and
  clients/customers
• Training (IRS and CWF)
• Confirmations letters (appointments and
  schedules)
• Set up (software, equipment and materials)
• Preparers hours confirmed
• Data Collection needs (general, funders, pilot,
  feedback)

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Operations and Flow

• Identify Manager and preparers (paid vs.
  volunteers)
• Selection Criteria
• Scheduling
• Sites responsibilities
• Preparers responsibilities
• Assigning, assistance and materials

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What can you take home today to get started

• Samples
• Contract letter (preparers)
• Employer letter (host sites)
• Generic flyer (2 samples)
• List of required materials