CFPB Tax Time Savings Initiative; Pre-tax season pilot participant survey

OMB No. 3170-0036
Expiration Date: 06/30/2016

Background
During the 2016 tax season the CFPB will be conducting a pilot project to assist your
organization and other community Volunteer Income Tax Assistance programs in encouraging
and promoting saving by consumers during the process of completing their income tax returns.
In order to better coordinate activities and provide the training, information and materials to the
participating tax programs in a timely manner we are seeking responses to the following
questions.

Questions for VITA Partners
1. Approximately how many tax returns do you estimate you will prepare in 2016?
2. How many tax sites will be part of your campaign in 2016?
3. On what date will you open your tax sites?
Staff/Volunteer Training
The CFPB training for staff, volunteers and trainers will be delivered via webinar and will take
approximately 1 hour. CFPB will also provide a guide for training participants and may also
provide additional materials (handouts or job aids).
4. Approximately how many tax prep volunteers and staff do you expect to train for 2016?
5. On what date(s) and times do you plan to offer volunteer/staff training?
6. If we cannot provide webinar training live for volunteers would you be able access
YouTube and play back a recorded webinar for the volunteers?
7. By what date would you need to receive CFPB training guides and other job aids in order to
distribute them to your volunteers?
8. By what date would you need to receive social media posts and graphics to share with
potential customers, to encourage them to come to your location for tax help?
9. By what date would you need to receive consumer facing materials (flyers, posters,
brochures etc.) in order to have them available for your customers at tax sites?
Live Trainings
We will offer 4 live trainings and will attempt to select times that are accessible to pilot
participants. Please indicate your preferred days and times below.
10. Please select the time zone for your VITA sites from the list below.
a. Eastern Standard Time (EST)
b. Central Standard Time (CST)
c. Mountain Standard Time (MST)
d. Pacific Standard Time (MS
11. Please select your preferred time of day
e. AM
f. PM
12. Please select the day of the week preference.
g. Monday thru Friday
h. Saturday
Additional Comments
13. Please add any additional questions or comments in the space below.

OMB No. 3170-0036
Expiration Date: 06/30/2016

Paperwork Reduction Act
According to the Paperwork Reduction Act of 1995, a Federal agency may not conduct or sponsor, and a person is not required to
respond to a collection of information unless it displays a valid OMB control number. The OMB control number for this collection is
3170-0036. It expires on 06/30/2016. The time required to complete this information collection is estimated to average
approximately 10 minutes per response, including the time for reviewing any instructions, searching existing data sources, gathering
and maintaining the data needed, and completing and reviewing the collection of information. Responding to this collection of
information is voluntary. Comments regarding this collection of information, including the estimated response time, suggestions for
improving the usefulness of the information, or suggestions for reducing the burden to respond to this collection should be
submitted to Bureau at the Consumer Financial Protection Bureau (Attention: PRA Office), 1700 G Street NW, Washington, DC
20552, or by email to [email protected].