Data Description Values Code Required? Point 1 Branch ID Unique code to identify main

Transcription

1 Exhibit C: Client Level Data Requirements The following data points will be collected for each client. If, upon implementation of the Project Reinvest: Financial Capability program, it is realized that certain data points are problematic or not able to be transferred in the manner they were designed by a significant number of Grantees, we will notify all Grantees and expect such details to be noted in client files rather than submitted electronically. Project Reinvest: Financial Capability Program Data Points Data Description Values Code Required? Point 1 Branch ID Unique code to identify main Yes branch and Sub-grantee(s) (defined by NeighborWorks). 2 Client Unique Identifier Client s ID (auto generated by Yes Grantee for Tier 1A, entered for Tier 1B and Matched 3 Counseling Level 1A 1B 1 2 Yes (not case sensitive) 4 Counseling Intake Date (does not apply to Matched 5 Counseling End Date (does not apply to Matched 6 Initial Counseling Mode (does not apply to Matched Matched Savings 3 Date of initial session MM/DD/YYYY Yes / No (does not apply to Matched Date of second session MM/DD/YYYY Yes/ No (does not apply to Matched Face-to-Face 1 Telephone 2 Internet 3 Video Conference Other 4 7 First Name Yes 8 Last Name Yes 9 Age Yes 10 Race Yes American Indian/Alaskan Native 1 American Indian/Alaskan Native and Black American Indian/Alaskan Native and White Yes / No (does not apply to Matched

2 Asian 4 Asian and White 5 Black or African American 6 Black or African American and 7 White Chose Not to Respond 8 Native Hawaiian or Other Pacific 9 Islander Other Multiple Race 10 White Ethnicity Yes Hispanic 1 Not Hispanic 2 Chose Not to Respond 3 12 Gender Female Male Highest Level of Education Completed Employment Status 1 2 Never Attended School 1 Grades K Through 8 (Elementary) 2 Grades 9 Through 11 (Some High 3 School) Grade 12 or GED (High School 4 Graduate) College 1 Year to 3 Years (Some 5 College) College 4 Years (College 6 Graduate) Doctorate/Masters/Professional 7 degree Employed full time 1 Employed part time 2 Unemployed and looking for work 3 Unable to work due to disability 4 Stay-at-home caregiver or parent 5 Retired 6 Student 7 Employed full time AND Student 8 Employed part time AND Student 9 Other 10 Street House number, Street name, and Yes Unit number of property City The actual city location of the Yes property State State Abbreviation Yes Yes Yes Yes 2

3 Zip Matched Savings Enrollment Date (does not apply to Tier Maximum Matched Savings Funding Earmarked for Client I could handle a major unexpected expense (does not apply to Matched I am securing my financial future (does not apply to Matched Because of my money situation, I feel like I will never have the things I want in life (does not apply to Matched I can enjoy life because of the way I'm managing my money (does not apply to Matched Five digit zip code + 4 digits of property Date greater or equal to the initial Tier 1B session How well does this statement describe you or your situation? Completely 4 Very well 3 Somewhat 2 Very little 1 Not at all 0 How well does this statement describe you or your situation? Completely 4 Very well 3 Somewhat 2 Very little 1 Not at all 0 How well does this statement describe you or your situation? Completely 0 Very well 1 Somewhat 2 Very little 3 Not at all 4 How well does this statement describe you or your situation? Completely 4 Very well 3 Somewhat 2 Very little 1 Not at all 0 3 MM/DD/YYYY Cannot exceed $9, Yes Yes / No (does not apply to Tier 1A and Tier 1B) Yes / No (does not apply to Tier 1A and Tier 1B)

4 I am just getting by financially (does not apply to Matched I am concerned that the money I have or will save won't last (does not apply to Matched Giving a gift for a wedding, birthday, or other occasion would put a strain on my finances for the month (does not apply to Matched I have money left over at the end of the month (does not apply to Matched I am behind with my finances (does not apply to Matched How well does this statement describe you or your situation? Completely 0 Very well 1 Somewhat 2 Very little 3 Not at all 4 How well does this statement describe you or your situation? Completely 0 Very well 1 Somewhat 2 Very little 3 Not at all 4 How often does this statement apply to you? Always 0 Often 1 Sometimes 2 Rarely 3 Never 4 How often does this statement apply to you? Always 4 Often 3 Sometimes 2 Rarely 1 Never 0 How often does this statement apply to you? Always 0 Often 1 Sometimes 2 Rarely 3 Never 4 4

5 My finances control my life (does not apply to Matched How did the client take questionnaire? (does not apply to Matched How often does this statement apply to you? Always 0 Often 1 Sometimes 2 Rarely 3 Never 4 The client read the questions 1 Someone read the questions to 2 the client 5

6 Project Reinvest: Financial Capability Quarterly Report DRAFT Note: This document is a mock-up of the Project Reinvest: Financial Capability Quarterly Report. Grantees will complete the report electronically within the Data Collection System (DCS); some questions may appear in a different order in the DCS interface. 1. Organization Name 2. Reporting Period 3. Number of Tier 1A and Tier 1B Counseling/Coaching units completed through end of reporting period # of Tier 1A Counseling/Coaching Units # of Tier 1B Counseling/Coaching Units 4. Total Number of Units of Counseling/Coaching units provided (by Mode of counseling) 1 # Tier 1A Counseling/Coaching Units Delivered # Tier 1B Counseling/Coaching Units Delivered Face-to-face Telephone Online Other TOTAL* *These totals should match totals from question #3 [CONDITIONAL QUESTION: IF OTHER, IS FILLED OUT, DISPLAY TEXT BOX FOR GRANTEES TO SPECIFY THE MODE(S) CONSTITUTING OTHER. ] 5. Counselor/coach count- by language spoken Language English Spanish Other Other Other TOTAL Number of counselors/coaches who delivered services in this language Sum 1 Grantees will receive guidance on definitions for these modes. Telephone will refer to sessions in which the counselor/coach is speaking to clients live over the phone (i.e., text messaging or virtual counseling/coaching conducted via a smartphone app, for example, would not be considered telephone counseling/coaching). Grantees using a video-based platform such as Skype s video-calling function, FaceTime, or a non-internet based video system (e.g., traditional videoconferencing) should count those counseling/coaching units in the Online category. Grantees reporting counseling/coaching via other modes will be required to specify the mode in their report. 6

7 [CONDITIONAL QUESTION: IF DATA APPEARS IN OTHER ROW, TEXT BOX PROMPTING GRANTEE TO SPECIFY WHICH OTHER LANGUAGE(S)] [CONDITIONAL QUESTION: IF NO DATA APPEARS IN ANY OTHER ROW BESIDES ENGLISH, ANSWER BELOW QUESTION] 5A. If your organization has no counselors/coaches delivering services in any language other than English, please briefly describe systems or strategies in place to meet the needs of limited English proficiency clients that may seek assistance. 6. Number of Staff who have received training/professional development during the reporting period Numeric value 7. Goals established in clients Action Plans Goals in Tier 1A Updated Action Plans Goals in Tier 1B Updated Action Plans [ONLY IF client adds new goals when action plan is updated in Tier 1B; do not double-count goals already reflected on the Tier 1A plan and listed in the previous column] SAVINGS 2 CREDIT & DEBT 3 HOUSING 4 GENERAL FINANCIAL MANAGEMENT/FINANCIAL ACCESS 5 RETIREMENT 6 OTHER NOT LISTED ABOVE TOTAL* Sum Sum *Total number of goals may equal more than total number of clients receiving counseling/coaching, since an individual client may establish multiple goals on the action plan, especially in the case of goals that overlap (e.g. Homeownership and Savings-Asset Purchase) 2 Grantees will receive guidance on definitions for these goals. For example, savings goals can include establishing or increasing savings to cover emergency expenses, future asset purchase (e.g., down payment on a home, security/first month s rent on an apartment, down payment or full payment on a car, higher education for self or children, etc.). 3 For example, credit and debt goals can include establishing credit history, improving their credit file/credit score through means such as, but not limited to, establishing new active trade lines, paying down existing credit lines or accounts in collection, correcting erroneous or negative information on their credit report. 4 For example, housing goals can include a client whose goal is to move to a safer or higher-quality rental, to move from living with family to living on their own, averting foreclosure or eviction. 5 For example, sticking to developing budget/spending plan, accessing credit or savings for the first time, accessing better financial products than what they currently use such as auto-loan or home loan refinance, switching to a bank account with lower fees, attaining additional credit card(s) with lower APR. 6 For example, goals related to planning, saving, or preparing for retirement. 7

8 8. Brief narrative description of counseling/coaching activities undertaken during the reporting period: 9. Brief description of outreach strategies conducted to engage clients in counseling/coaching services: 10. Successes in financial capability counseling/coaching during the report period and factors or strategies contributing to those successes (indicate 2-3 successes) Brief description of successful element Factors/strategies contributing to that success 11. Challenges encountered in financial capability counseling/coaching during the report period and strategies used to address those challenges. (Please list 2-3 challenges, and in column 2 of the table below, indicate whether you have already implemented the strategies you describe or whether your organization is implementing the strategy going forward.) Brief description of key challenge encountered Strategies used/developed by the organization to address that challenge If challenge is unresolved, barriers to addressing the challenge or changes that could help address that challenge in the future 12. Please describe in detail how Program-Related Support funds were utilized during the reporting period. If applicable, include information on the use of Program-Related Support funds by Subgrantees, Branches, and Affiliates as well as the use of any Program-Related Support funds retained by the Grantee. For NWOs delivering services via Contracted Counseling Entities (CCEs), please include information on those organizations uses of Program-Related Support funds. Use Passed-through to Sub-grantees/Branches/Affiliates/CCEs Staff salaries and benefits Consultant expenses Establishing a triage system that makes more effective and efficient use of counseling/coaching time Outreach Marketing Group orientation and education sessions to help use counseling/coaching time more effectively Infrastructure development and communication Improving applicant capacity and infrastructure for tracking and reporting data Costs related to hiring, orienting and training new counseling/coaching staff $ Amount 8

9 Purchasing or leasing equipment and supplies and software for counselors/coaches Collecting data and preparing quarterly reports and disbursement requests Quality control of the counseling/coaching Staff education [Example: Training] Travel Other TOTAL Sum [Conditional Text Box if Dollar amount used on Other is greater than $1] If Dollar amount used on Other is greater than $1, please provide a brief description of what is included in this category. 13. If your organization has outstanding compliance issues please provide an explanation to what they are and describe current or future actions taken to correct these issues. Text box; 3,000 characters 14. Please share at least one client success story: Field Client s Name Phone Number Address Street Street 2 City State Zip Code Gender Race Ethnicity (Hispanic/Latino or non-hispanic/latino) Age How client learned about your services Highest counseling/coaching level completed (i.e., Tier 1A or Tier 1B) Goal(s) established in client s action plan Counseling/coaching outcome(s) Client story (personal impact) Value [INCLUDE BUTTON TO ALLOW GRANTEE TO INCLUDE A SECOND CLIENT SUCCESS STORY BY MAKING THE TABLE BELOW APPEAR] Field Value 9

10 Client s Name Phone Number Address Street Street 2 City State Zip Code Gender Race Ethnicity (Hispanic/Latino or non-hispanic/latino) Age How client learned about your services Highest counseling/coaching level completed (i.e., Tier 1A or Tier 1B) Goal(s) established in client s action plan Counseling/coaching outcome(s) Client story (personal impact) [IF A GRANTEE HAS RECEIVED A MATCHED SAVINGS AWARD THEY SHOULD BE PROMPTED TO COMPLETE THE FOLLOWING QUESTIONS] 15. Matched Savings outputs/outcomes Output Number of new participants enrolled in the Matched Savings program Number of participants who exited the Matched Savings program prior to completion 7 Number of participants who successfully completed the Matched Savings program during the reporting period Amount of Matched Savings funds paid to participants who successfully completed the Matched Savings program during the reporting period Current Quarter. CONDITIONAL FORMAT If zero force to answer #16 7 For example, this category may include participants who withdrew voluntarily due to a lack of interest or a change in financial or life circumstance (such as moving out of the area or family obligations preventing participation); or participants who were dismissed from the program for not meeting conditions of participation set by the grantee. 10

11 Output Cumulative - Through Reporting Quarter Number of new participants enrolled in the Matched Savings program Number of participants who exited the Matched Savings program prior to completion 8 Number of participants who successfully completed the Matched Savings program from previous reports and current entries above from previous reports and current entries above from previous reports and current entries above 16. If your organization has not enrolled any new participants in the Matched Savings program during the reporting period, please explain why. 17. If your organization has not obligated any Matched Savings funds during the reporting period, please explain why. 18. Please complete the chart below, providing details on the dollar amount of funds paid to Matched Savings participants through the end of the current reporting period. Funds Committed/Paid to Matched Savings Participants Cumulative dollar amount of matching deposits paid to Matched Savings participants [all funding sources] 9 Cumulative - Through Reporting Quarter 8 For example, this category may include participants who withdrew voluntarily due to a lack of interest or a change in financial or life circumstance (such as moving out of the area or family obligations preventing participation); or participants who were dismissed from the program for not meeting conditions of participation set by the grantee. 9 If your matched savings program blends or braids funding from different sources, please use this line and the line below to distinguish the dollar amount of matching deposits made by your program overall (all funding sources) and the dollar amount of matching deposits made from Project Reinvest: Financial Capability funds overall. 11

12 Cumulative dollar amount of matching deposits paid to Matched Savings participants [FROM PROJECT REINVEST: FINANCIAL CAPABILTIY FUNDS ONLY] Cumulative dollar amount of matching deposits committed to date for all enrolled participants from Project Reinvest: Financial Capability funding. 10 (Maximum Matched Savings Funding Earmarked for Client) 19. Brief narrative description of Matched Savings program structure IF elements of the program design have changed since they were last described in the grantee s application for Project Reinvest funds or in a prior programmatic report: 20. Successes in Matched Savings during the report period and factors or strategies contributing to those successes (indicate 2-3 successes) Brief description of successful element Factors/strategies contributing to that success 21. Challenges encountered in Matched Savings during the reporting period and strategies used to address those challenges. (Please list 2-3 challenges, and in column 2 of the table below, indicate whether you have already implemented the strategies you describe or whether your organization is implementing the strategy going forward.) Brief description of key challenge encountered Strategies used/developed by the organization to address that challenge If challenge is unresolved, barriers to addressing the challenge or changes that could help address that challenge in the future 22. Please share at least one Matched Savings client success story: [ONLY DISPLAY THIS QUESTION IN REPORTS #2, 4, AND 6. GRANTEES WILL NOT BE REQUIRED TO SUPPLY A MATCHED SAVINGS SUCCESS STORY EACH QUARTER.] Field Client s Name Value 10 This is the total amount of matched savings committed but not paid to enrollees currently in the program as of the end of the quarter. This amount is the maximum that the enrollees can receive as a match if all program rules are followed. 12

13 Phone Number Address Street Street 2 City State Zip Code Gender Race Ethnicity (Hispanic/Latino or non-hispanic/latino) Age How client learned about your services Matched Savings outcomes (including, if applicable, use of savings account proceeds) Client Story (personal impact) [INCLUDE BUTTON TO ALLOW GRANTEE TO INCLUDE A SECOND CLIENT SUCCESS STORY BY MAKING THE TABLE BELOW APPEAR] Field Client s Name Phone Number Address Street Street 2 City State Zip Code Gender Race Ethnicity (Hispanic/Latino or non-hispanic/latino) Age How client learned about your services Matched Savings outcomes (including, if applicable, use of savings account proceeds) Client Story (personal impact) Value 13

14 Project Reinvest: Financial Capability Final Report DRAFT Note: This document is a mock-up of the Project Reinvest: Financial Capability Final Report. Grantees will complete the report electronically within the Data Collection System (DCS); some questions may appear in a different order in the DCS interface. 1. Organization Name 2. Reporting Period 3. Project Completion Date 4. Total number of Tier 1A and Tier 1B Counseling/Coaching units completed # of Tier 1A Counseling/Coaching Units # of Tier 1B Counseling/Coaching Units 5. Modes of Counseling/Coaching units provided 11 # Tier 1A Counseling/Coaching Units Delivered # Tier 1B Counseling/Coaching Units Delivered Face-to-Face Telephone Online Other TOTAL* *These totals should match totals from question #3 [CONDITIONAL QUESTION: IF OTHER, IS FILLED OUT, DISPLAY TEXT BOX FOR GRANTEES TO SPECIFY THE MODE(S) CONSTITUTING OTHER. ] 6. Counselor/coach count by language spoken Language English Spanish Other Other Number of counselors/coaches who delivered services in this language 11 Grantees will receive guidance on definitions for these modes. Telephone will refer to sessions in which the counselor/coach is speaking to clients live over the phone (i.e., text messaging or virtual counseling/coaching conducted via a smartphone app, for example, would not be considered telephone counseling/coaching). Grantees using a video-based platform such as Skype s video-calling function, FaceTime, or a non-internet based video system (e.g., traditional videoconferencing) should count those counseling/coaching units in the Online category. Grantees reporting counseling/coaching via other modes will be required to specify the mode in their report. 14

15 Other TOTAL Sum [CONDITIONAL QUESTION: IF DATA APPEARS IN OTHER ROW, TEXT BOX PROMPTING GRANTEE TO SPECIFY WHICH OTHER LANGUAGE(S)] 7. Goals established in clients Action Plans Goals in Tier 1A Updated Action Plans SAVINGS 12 CREDIT & DEBT 13 HOUSING 14 GENERAL FINANCIAL MANAGEMENT/FINANCIAL ACCESS 15 RETIREMENT 16 OTHER NOT LISTED ABOVE TOTAL* Sum Sum Goals in Tier 1B Updated Action Plans [ONLY IF client adds new goals when action plan is updated in Tier 1B; do not double-count goals already reflected on the Tier 1A plan and listed in the previous column] *Total number of goals may equal more than total number of clients receiving counseling/coaching, since an individual client may establish multiple goals on the action plan, especially in the case of goals that overlap (e.g. Homeownership and Savings-Asset Purchase) 8. Brief narrative description of counseling/coaching activities undertaken during the grant: 9. Brief description of outreach strategies conducted during the grant to engage clients in counseling/coaching services: 10. Successes in financial capability counseling/coaching during the grant and factors or strategies contributing to those successes (indicate 2-3 successes) Brief description of successful element Factors/strategies contributing to that success 12 Grantees will receive guidance on definitions for these goals. For example, savings goals can include establishing or increasing savings to cover emergency expenses, future asset purchase (e.g., down payment on a home, security/first month s rent on an apartment, down payment or full payment on a car, higher education for self or children, etc.). 13 For example, credit and debt goals can include establishing credit history, improving their credit file/credit score through means such as, but not limited to, establishing new active trade lines, paying down existing credit lines or accounts in collection, correcting erroneous or negative information on their credit report. 14 For example, housing goals can include a client whose goal is to move to a safer or higher-quality rental, to move from living with family to living on their own, averting foreclosure or eviction. 15 For example, sticking to developing budget/spending plan, accessing credit or savings for the first time, accessing better financial products than what they currently use such as auto-loan or home loan refinance, switching to a bank account with lower fees, attaining additional credit card(s) with lower APR. 16 For example, goals related to planning, saving, or preparing for retirement. 15

16 11. Challenges encountered in financial capability counseling/coaching during the grant and strategies used to address those challenges. Brief description of key challenge encountered Strategies used/developed by the organization to address that challenge If challenge is unresolved, barriers to addressing the challenge or changes that could help address that challenge in the future 12. Please describe in detail how Program-Related Support funds were utilized during the grant period, and the final reporting quarter. If applicable, include information on the use of Program- Related Support funds by Sub-grantees, Branches, and Affiliates as well as the use of any Program-Related Support funds retained by the Grantee. For NWOs delivering services via Contracted Counseling Entities (CCEs), please include information on those organizations uses of Program-Related Support funds. Use Passed-through to Sub-grantees/Branches/Affiliates/CCEs Staff salaries and benefits Consultant expenses Establishing a triage system that makes more effective and efficient use of counseling/coaching time Outreach Marketing Group orientation and education sessions to help use counseling/coaching time more effectively Infrastructure development and communication Improving applicant capacity and infrastructure for tracking and reporting data Costs related to hiring, orienting and training new counseling/coaching staff $ Amount in Final Reporting Quarter $ Amount for Entire Period of Performance 16

17 Purchasing or leasing equipment and supplies and software for counselors/coaches Collecting data and preparing quarterly reports and disbursement requests Quality control of the counseling/coaching Staff education [Example: Training] Travel Other TOTAL Sum Sum [Conditional Text Box if Dollar amount used on Other is greater than $1] If Dollar amount used on Other is greater than $1, please provide a brief description of what is included in this category. 13. If your organization has outstanding compliance issues please provide an explanation to what they are and describe current or future actions taken to correct these issues. Text box; 3,000 characters 14. Please discuss the impact of Project Reinvest: Financial Capability funds on your organization s ability to help individuals to stabilize their finances, rebuild credit, and establish savings. Text box; 3,000 characters 15. Please list at least three key things that you learned from this project or might have done differently: Instance Lesson #1 Lesson #2 Lesson #3 Lesson #4 Lesson #5 Lesson #6 Lesson Learned [IN DCS ALLOW SPACE IN TABLE FOR GRANTEES TO SUBMIT AT LEAST 6 LEARNINGS; MIN. 3 REQUIRED] 16. Please share a client success story: Field Client s Name Phone Number Value 17

18 Address Street Street 2 City State Zip Code Gender Race Ethnicity (Hispanic/Latino or non-hispanic/latino) Age How client learned about your services Highest counseling/coaching level completed (i.e., Tier 1A or Tier 1B) Goal(s) established in client s action plan Counseling/coaching outcome(s) Client Story (personal impact) [INCLUDE BUTTON TO ALLOW GRANTEE TO INCLUDE A SECOND CLIENT SUCCESS STORY BY MAKING THE TABLE BELOW APPEAR] Field Client s Name Phone Number Address Street Street 2 City State Zip Code Gender Race Ethnicity (Hispanic/Latino or non-hispanic/latino) Age How client learned about your services Highest counseling/coaching level completed (i.e., Tier 1A or Tier 1B) Goal(s) established in client s action plan Counseling/coaching outcome(s) Client story (personal impact) Value 18

19 [IF A GRANTEE HAS RECEIVED A MATCHED SAVINGS AWARD THEY SHOULD BE PROMPTED TO COMPLETE THE FOLLOWING QUESTIONS] 17. Matched Savings outputs Output Number of participants enrolled in Matched Savings program Number of participants who successfully completed the Matched Savings program Number of participants who exited the Matched Savings program prior to completion 17 If applicable, number of participants still enrolled in Matched Savings program at completion of Project Reinvest: Financial Capability period of performance 18 Amount of Matched Savings funds paid to participants who successfully completed the Matched Savings program by the end of the performance period. Cumulative through Program End Funds Committed/Paid to Matched Savings Participants Cumulative dollar amount of matching deposits paid to Matched Savings participants [all funding sources] 19 Cumulative dollar amount of matching deposits paid to Matched Savings participants FROM PROJECT REINVEST: FINANCIAL CAPABILTIY FUNDS ONLY Cumulative dollar amount of matching deposits committed to all enrolled participants from Project Reinvest: Financial Capability funding by program end. Cumulative through Program End (Maximum Matched Savings Funding Earmarked for Client) 18. Successes in Matched Savings during the report period and factors or strategies contributing to those successes (indicate 2-3 successes) 17 For example, this category may include participants who withdrew voluntarily due to a lack of interest or a change in financial or life circumstance (such as moving out of the area or family obligations preventing participation); or participants who were dismissed from the program for not meeting conditions of participation set by the grantee. 18 Recognizing that Grantees may be layering funds from Project Reinvest: Financial Capability and other sources to support their Matched Savings fund, indicate in this column if there are remaining Matched Savings participants whose participation will extend beyond the Project Reinvest: Financial Capability period of performance. (Note, however, that beyond the period-ofperformance end date, these participants must be supported by funds other than Project Reinvest: Financial Capability.) 19 If your matched savings program blends or braids funding from different sources, please use this line and the line below to distinguish the dollar amount of matching deposits made by your program overall (all funding sources) and the dollar amount of matching deposits made from Project Reinvest: Financial Capability funds overall. 19

20 Brief description of successful element Factors/strategies contributing to that success 19. Challenges encountered in Matched Savings during the report period and strategies used to address those challenges. (Please list 2-3 challenges.) Brief description of key challenge encountered Strategies used/developed by the organization to address that challenge If challenge is unresolved, barriers to addressing the challenge or changes that could help address that challenge in the future 20. Please discuss the impact of Project Reinvest: Financial Capability Matched Savings funds on your organization s ability to operate a matched savings program. 21. Please list at least three key things that you learned from the matched savings program or might have done differently: Instance Lesson #1 Lesson #2 Lesson #3 Lesson #4 Lesson #5 Lesson #6 Lesson Learned [IN DCS ALLOW SPACE IN TABLE FOR GRANTEES TO SUBMIT AT LEAST 6 LEARNINGS; MIN. 3 REQUIRED] 22. Please share a success story from a client who has completed the Matched Savings program. Field Client s Name Phone Number Address Street Street 2 City State Zip Code Gender Race Value 20

21 Ethnicity (Hispanic/Latino or non-hispanic/latino) Age How client learned about your services Matched Savings outcomes (including, if applicable, use of savings account proceeds) Client Story (personal impact) [INCLUDE BUTTON TO ALLOW GRANTEE TO INCLUDE A SECOND CLIENT SUCCESS STORY BY MAKING THE TABLE BELOW APPEAR] Field Client s Name Phone Number Address Street Street 2 City State Zip Code Gender Race Ethnicity (Hispanic/Latino or non-hispanic/latino) Age How client learned about your services Matched Savings outcomes (including, if applicable, use of savings account proceeds) Client Story (personal impact) Value 21