Earn It! Keep It! Save It!

Grant Information

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

IRS VITA Grant Announcement: United Way of the Bay Area receives the 2010 IRS VITA Grant. See the IRS press release.

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) EKS 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) EKS 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

2009 VITA Grant Subgrantee Documents

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.