Client Information for the Client Management System

Financial Coaching Program for Veterans and Low-income Consumers

Financial Coaching Data Capture for PRA Urban revisions 12_23.xlsx

Client Information for the Client Management System

OMB: 3170-0051

Document [xlsx]
Download: xlsx | pdf

Overview

Consumer Biographical
Consumer Discovery
Coach Data
Site Data
Session Data

Sheet 1: Consumer Biographical
Financial Coaching Data Collection





# Category Purpose Indicator Values Justification EVC's Vet's





1 Consumer Background Consumer Biographical First Name Write-in name Allow the coach to establish a relationship with the consumer receiving financial coaching. X






2 Consumer Background Consumer Biographical Last Name Write-in name Allow the coach to establish a relationship with the consumer receiving financial coaching. X






3 Consumer Background Consumer Biographical Middle Initial Write-in name Allow the coach to establish a relationship with the consumer receiving financial coaching. X






4 Consumer Background Consumer Biographical Date of Birth Date value MM-DD-YYYY Coaching: Allow the coach to ascertain how many years remain in the consumer's working life to shed light on potential future income streams; Program Analysis: Allow analysis of program impacts on different age groups. X






5 Consumer Background Consumer Biographical Sex Dropdown: Male/Female Allow analysis of program impacts on different demographic groups. X






6 Consumer Background Consumer Biographical Hispanic/Latino Dropdown: "Yes/No" Allow analysis of program impacts on different demographic groups. X






7 Consumer Background Consumer Biographical Race Dropdown: Black or African American, White, American Indian or Alaska Native, Asian, Native Hawaiin or Other Pacific Islander, Multi-racial, Other: write-in Allow analysis of program impacts on different demographic groups. X






7B Consumer Background Consumer Biographical Race: other write-in text field for Free text conditional if race select to "other" write in free text entry field for Race: Other Allow analysis of program impacts on different demographic groups. X






8 Consumer Background Consumer Biographical Marital status Dropdown: "Never married, Married, Separated, Divorced, Widowed" Coaching: Provide coach with information required to establish a family budget and/or to understand the consumer's complete financial situation. Analysis: allow analysis of program impacts on different demographic groups. X






9 Consumer Background Consumer Biographical Number of children and/or dependents Write-in number Coaching: Provide coach with information required to establish a family budget and/or to understand the consumer's complete financial situation. Analysis: allow analysis of program impacts on different demographic groups. X






10 Consumer Background Consumer Biographical Educational Background Drop-down: less than HS diploma, HS diploma or equivalent (GED), Some post-sec, Vo-tech or technical training certification, Associates degree, bachelor's degree, Master's or higher, other: write in Coaching: Provide coach with information required to understand the consumer's potential for increased employment income; Anlaysis: allow analysis of program impacts on different demographic groups. X






10B Consumer Background Consumer Biographical Educational Background Other Conditional Write-in Free text entry field (conditional, Educational Background select option "other" Coaching: Provide coach with information required to understand the consumer's potential for increased employment income; Anlaysis: allow analysis of program impacts on different demographic groups. X






10C Consumer Background Consumer Biographical Educational Background Student Status Dropdown: Full-time Student, part-time-student, not a student Coaching: Provide coach with information required to understand the consumer's potential for increased employment income; Anlaysis: allow analysis of program impacts on different demographic groups. X






11 Consumer Background Consumer Biographical Employment Status Dropdown: Self-employed, work full-time, work part-time, homemaker, student, unemployed and seeking work, unable to work, retired Coaching: Provide coach with information required to understand the consumer's current income; Anlaysis: allow analysis of program impacts on different demographic groups. X






11B Consumer Background Consumer Biographical Employment Status/Reason Unable to Work Dropdown: Disabled, full-time caregiver, student/enrolled in training program, other: write in Coaching: Provide coach with information required to understand the consumer's potential for increased employment income; Anlaysis: allow analysis of program impacts on different demographic groups. X






12 Consumer Background Consumer Biographical Average number of hours worked per week Write-in number Coaching: Provide coach with information required to understand the consumer's potential for increased employment income; Anlaysis: allow analysis of program impacts on different demographic groups. X






13 Consumer Background Consumer Biographical Annual income (before tax) Write-in, enter dollar amount Coaching: Provide coach with information required to understand the consumer's current income; Anlaysis: allow analysis of program impacts on different demographic groups. X






14 Consumer Background Consumer Biographical Does the client receive gov't assistance? Dropdown "Yes"/"No"/"Don't know" Coaching: Provide coach with information required to understand the consumer's potential for increased income; Anlaysis: allow analysis of program impacts on different demographic groups. X






15 Consumer Background Consumer Biographical Types of government assistance received Dropdown: "SNAP/Food stamps", "Unemployment Assistance", "EITC", "WIC", "TANF", "SSI", "SSDI", "Don't know" Coaching: Provide coach with information required to understand the consumer's potential for increased income; Anlaysis: allow analysis of program impacts on different demographic groups. X






16 Consumer Background Consumer Biographical Does the client reside in assisted housing? Dropdown "Yes"/"No"/"Don't know" Coaching: Provide coach with information required to understand the consumer's potential for increased income; Anlaysis: allow analysis of program impacts on different demographic groups. X






17 Consumer Background Consumer Biographical Housing Status Dropdown: "Owned by you or someone in your household with a mortgage/home equity loan," "Owned by you or someone in your household free and clear," "Rented," or "Occupied without payment of rent" Provide coach with an understanding the consumer's current financial situation including major current expenses. X






18 Consumer Background Consumer Biographical Have you ever been evicted from a residence you were the main title-holder for? Dropdown "Yes"/"No"/"Don't know" Provide coach with an understanding of the consumer's past financial hardships and demonstrated ability to handle finances well. X






19 Consumer Background Consumer Biographical Have you ever had your home foreclosed upon that you were the main title-holder for? Dropdown "Yes"/"No"/"Don't know" Provide coach with an understanding of the consumer's past financial hardships and demonstrated ability to handle finances well. X






20 Consumer Background Consumer Biographical Have you ever filed for bankruptcy? Dropdown "Yes"/"No"/"Don't know" Provide coach with an understanding of the consumer's past financial hardships and demonstrated ability to handle finances well. X






21 Consumer Background Consumer Biographical When did you file for bankruptcy? Date value MM-YYYY Provide coach with an understanding of the consumer's past financial hardships and demonstrated ability to handle finances well. X






22 Consumer Background Consumer Biographical Are you a Veteran of the US Military? Dropdown "Yes"/"No"/"Don't know" Determine whether the consumer falls into the targetted demographic group. X






22B Consumer Background Consumer Biographical Date of Seperation or Retirement Date value MM-DD-YYYY Determine whether the consumer falls into the targetted demographic group. X






22D Consumer Background Consumer Biographical Do you have a Transition Plan? Dropdown: "Yes"/ "No"/ "Don’t Know" Provide coach with an understanding of interrelated services already provided by the Federal Government. X






23 Consumer Background Consumer Biographical Sources of Additional Support Free text field Provide coach with information required to understand the consumer's current income X






24 Coaching History Consumer Biographical How did you hear about coaching services? "site name" (from dynamic option tied to specific coach), "walk-in,", or "other organization" Evaluate the effectiveness of our site location choices and manage resources appropriately X






24B Coaching History Consumer Biographical How did you hear about coaching services? Free text field conditional if prior selection is set to "other site name" Evaluate the effectiveness of our site location choices and manage resources appropriately X






Sheet 2: Consumer Discovery
Financial Coaching Data Collection
# Category Purpose Indicator Values Justification EVC's Vet's
26 Coaching History Consumer Discovery Who initiated coaching session? "Coach," "Client" Document the consumer's level of commitment to actively engage the coach in the coaching service X
27 Coaching History Consumer Discovery Date of coaching session Date value MM-DD-YYYY Provide a record of the number of sessions conducted in a coaching cycle and facilitate the review of the records by the coach when necessary to continue with the coaching cycle. X
28 Coaching History Consumer Discovery Presenting issue Dropdown values: "Credit-related," "Debt-related," "Budgeting/money-management related," "Savings-related" "Other - WRITE IN" Coaching: Identify the major topics that the consumer wants to receive coaching on; Analysis: allow the program to analyze the uses to which consumers are putting the coaching services. X
28B Coaching History Consumer Discovery Presenting issue - Other Write-in Free text field conditional if Presenting issue select to "other" write in free text entry field for: Other Coaching: Identify the major topics that the consumer wants to receive coaching on; Analysis: allow the program to analyze the uses to which consumers are putting the coaching services. X
29 Coaching history Consumer Discovery Client goals pre-coaching Dropdown values: "No goal" "Increase non-retirement savings," "increase retirement savings," increase savings for children's education," "homeownership or home rental," "a large purchase (i.e. car or vacation)," "education/training," "starting or improving my own business," "improving credit," "paying down debts," "improving my money management and budgeting skills," "improving my household's financial security," "other" (write-in) Coaching: Identify the major topics that the consumer wants to receive coaching on; Analysis: allow the program to analyze the uses to which consumers are putting the coaching services. X
29B Coaching history Consumer Discovery Client goals pre-coaching Free text field conditional if previous menu selector set to "other" Coaching: Identify the major topics that the consumer wants to receive coaching on; Analysis: allow the program to analyze the uses to which consumers are putting the coaching services. X
30 Coaching history Consumer Discovery Baseline progress on goals Dropdown values: "None," "A little," "Some," "A lot" Coaching: Identify the progress already made by the consumer before formal coaching begins; Analysis: allow the program to analyze the uses to which consumers are putting the coaching services. X
35 Coaching History Consumer Discovery Previous coaching receipt? Dropdown values: "Yes"/"No"/"Don't know" Coaching: Identify the progress already made by the consumer before formal coaching begins; Analysis: allow the program to analyze the uses to which consumers are putting the coaching services. X
36 Banking Usage Consumer Discovery Checking account? Dropdown: "Yes"/"No"/"Don't know" Provide the coach with an understanding of the consumer's existing financial resources. X
37 Banking Usage Consumer Discovery Checking account balance Write in amount Provide the coach with an understanding of the consumer's existing financial resources. X
38 Banking Usage Consumer Discovery Savings account? Dropdown: "Yes"/"No"/"Don't know" Provide the coach with an understanding of the consumer's existing financial resources. X
39 Banking Usage Consumer Discovery Savings account balance Write in amount Provide the coach with an understanding of the consumer's existing financial resources. X
40 Banking Usage Consumer Discovery Has retirement savings account Dropdown: "Yes"/"No"/"Don't know" Provide the coach with an understanding of the consumer's existing financial resources. X
41 Banking Usage Consumer Discovery Retirement savings account balance Write in amount Provide the coach with an understanding of the consumer's existing financial resources. X
42 Banking Usage Consumer Discovery Has investment accounts Dropdown: "Yes"/"No"/"Don't know" Provide the coach with an understanding of the consumer's existing financial resources. X
43 Banking Usage Consumer Discovery Investment account balance Write in amount Provide the coach with an understanding of the consumer's existing financial resources. X
44 Banking Usage Consumer Discovery Do you currently have direct deposit set up? Dropdown: "Yes"/"No"/"Don't know" Provide the coach with an understanding of the consumer's existing financial resources. X
45 Banking Usage Consumer Discovery In the past 3 months have you used automatic transfers to put money away for future use, such as saving for retirement or education? Dropdown: "Yes"/"No"/"Don't know" Provide the coach with an understanding of the consumer's existing financial resources. X
46 Fringe Services Consumer Discovery Used check cashers in past 3 months Dropdown: "Yes"/"No"/"Don't know" Provide the coach with an understanding of the consumer's existing financial resources. X
47 Fringe Services Consumer Discovery Used payday lender in past 3 months Dropdown: "Yes"/"No"/"Don't know" Provide the coach with an understanding of the consumer's existing financial resources. X
48 Fringe Services Consumer Discovery Used refund anticipation loan/check in past 3 months Dropdown: "Yes"/"No"/"Don't know" Provide the coach with an understanding of the consumer's existing financial resources. X
49 Fringe Services Consumer Discovery Used auto-title loan in past 3 months Dropdown: "Yes"/"No"/"Don't know" Provide the coach with an understanding of the consumer's existing financial resources. X
50 Fringe Services Consumer Discovery Used pawn shop in past 3 months Dropdown: "Yes"/"No"/"Don't know" Provide the coach with an understanding of the consumer's existing financial resources. X
51 Assets Consumer Discovery Mortgage on a home Dropdown: "Yes"/"No"/"Don't know" Provide the coach with an understanding of the consumer's existing financial resources. X
52 Assets Consumer Discovery Value of home? Write in amount Provide the coach with an understanding of the consumer's existing financial resources. X
53 Assets Consumer Discovery Automobile Dropdown: "Yes"/"No"/"Don't know" Provide the coach with an understanding of the consumer's existing financial resources. X
54 Assets Consumer Discovery Value of automobile? Write in amount Provide the coach with an understanding of the consumer's existing financial resources. X
55 Debts Consumer Discovery Number of credit cards Write in number Provide the coach with an understanding of the consumer's existing financial resources. X
56 Debts Consumer Discovery Credit card debt Dropdown: "Yes"/"No" Provide the coach with an understanding of the consumer's existing financial resources. X
56B Debts Consumer Discovery Credit card debt Free text field conditional if previous menu selector set to "Yes" Provide the coach with an understanding of the consumer's existing financial resources. X
57 Debts Consumer Discovery Student loans Dropdown: "Yes"/"No" Provide the coach with an understanding of the consumer's existing financial resources. X
57B Debts Consumer Discovery Student loans Free text field conditional if previous menu selector set to "Yes" Provide the coach with an understanding of the consumer's existing financial resources. X
58 Debts Consumer Discovery Mortgage loans Dropdown: "Yes"/"No" Provide the coach with an understanding of the consumer's existing financial resources. X
58B Debts Consumer Discovery Mortgage loans Free text field conditional if previous menu selector set to "Yes" Provide the coach with an understanding of the consumer's existing financial resources. X
59 Debts Consumer Discovery Car loans Dropdown: "Yes"/"No" Provide the coach with an understanding of the consumer's existing financial resources. X
59B Debts Consumer Discovery Car loans Free text field conditional if previous menu selector set to "Yes" Provide the coach with an understanding of the consumer's existing financial resources. X
60 Debts Consumer Discovery Personal loans Dropdown: "Yes"/"No" Provide the coach with an understanding of the consumer's existing financial resources. X
60B Debts Consumer Discovery Personal loans Free text field conditional if previous menu selector set to "Yes" Provide the coach with an understanding of the consumer's existing financial resources. X
61 Debts Consumer Discovery Unpaid medical bills Dropdown: "Yes"/"No" Provide the coach with an understanding of the consumer's existing financial resources. X
61B Debts Consumer Discovery Unpaid medical bills Free text field conditional if previous menu selector set to "Yes" Provide the coach with an understanding of the consumer's existing financial resources. X
62 Debts Consumer Discovery Home Improvement loans Dropdown: "Yes"/"No" Provide the coach with an understanding of the consumer's existing financial resources. X
62B Debts Consumer Discovery Home Improvement loans Free text field conditional if previous menu selector set to "Yes" Provide the coach with an understanding of the consumer's existing financial resources. X
63 Debts Consumer Discovery Unpaid taxes Dropdown: "Yes"/"No" Provide the coach with an understanding of the consumer's existing financial resources. X
63B Debts Consumer Discovery Unpaid taxes Free text field conditional if previous menu selector set to "Yes" Provide the coach with an understanding of the consumer's existing financial resources. X
64 Payment History Consumer Discovery How often do you pay your bills on time? Dropdown: "always" "often" "sometimes" "rarely" "never" "don't know" Provide the coach with an understanding of the consumer's existing financial resources. X
65 Payment History Consumer Discovery How many late fees on loans or bills in past 3 mos. Dropdown: "None (0)," "A few (1-2)" "Many (3+)" Provide the coach with an understanding of the consumer's existing financial resources. X
66 Financial background Consumer Discovery How confident are you in your ability to achieve a financial goal that you set for yourself today? Dropdown: "Not at all confident," "Less than confident," "Somewhat confident," "Relatively confident," "Very confident" Provide the coach with an understanding of the consumer's existing ability to meet goals X
67 Financial background Consumer Discovery Have you used a budget in the past 3 months? Dropdown: "Yes," "No," "Don't know" Provide the coach with an understanding the consumer's existing financial awareness X
68 Financial background Consumer Discovery How closely do you stick to your budget? Dropdown: "Very closely," "Somewhat closely," "Not very closely," "Don't know" Provide the coach with an understanding the consumer's existing financial awareness X
69 Financial background Consumer Discovery Have you set aside emergency or rainy day funds that would cover your expenses for 3 months, in case of sickness, job loss, economic downturn, or other emergencies? Dropdown: "Yes," "No," "Don't know" Provide the coach with an understanding of the consumer's existing financial resources. X
70 Financial background Consumer Discovery Could you get $2,000 to cover an emergency if you needed to? Dropdown: "Yes," "No," "Don't know" Provide the coach with an understanding of the consumer's existing financial resources. X
71 Financial background Consumer Discovery How would you get the $2,000? Dropdown: "My personal savings, cashing in retirement or investment accounts, borrowing from friends and family, alternative financial services such as payday lender or pawn shop, or other: please specify" Provide the coach with an understanding of the consumer's existing financial resources. X
71B Financial background Consumer Discovery How would you get the $2,000? Free text field conditional if previous menu selector set to "other" Provide the coach with an understanding of the consumer's existing financial resources. X
72 Financial background Consumer Discovery Expenses exceed income Dropdown: "Yes," "No," "Don't know" Provide the coach with an understanding of the consumer's existing financial resources. X
73 Financial background Consumer Discovery How would you rate your own credit? Dropdown: "Very bad," "Bad, " "About average," "Good," "Very good," "Don't know" Provide the coach with an understanding of the consumer's existing financial resources. X
74 Financial background Consumer Discovery Has a credit file? Dropdown: "Yes," "No," "Don't know" Provide the coach with an understanding of the consumer's existing financial resources. X
75 Financial background Consumer Discovery Credit score? Enter number or "Don't know" Provide the coach with an understanding of the consumer's existing financial resources. X
76 Financial background Consumer Discovery Savings pattern Dropdown "Every month, "Every other month", "Every few months," "Never" Provide the coach with an understanding of the consumer's existing financial resources. X
77 Financial background Consumer Discovery Have you ever pulled your own credit report? Dropdown: "Yes," "No," "Don't know" Provide the coach with an understanding of the consumer's existing financial resources. X
78 Financial background Consumer Discovery Understands credit report? "Yes," "Somewhat," "No," "Don't know" Provide the coach with an understanding of the consumer's existing financial resources. X
79 Financial background Consumer Discovery Financial Stress Scale Dropdown 0-7 (0 being no stress, 7 overwhelming stress) Provide the coach with an understanding of the consumer's existing financial resources. X

Sheet 3: Coach Data
Financial Coaching Data Collection
# Category Purpose Indicator Values Justification EVC's Vet's
94 Coach Background Coach Data First Name Write-in name Record who provided the financial coaching service X
95 Coach Background Coach Data Last Name Write-in name Record who provided the financial coaching service X
96 Coach Background Coach Data Middle Initial Write-in initial Record who provided the financial coaching service X
97 Coach Background Coach Data Date of Birth Date value MM-DD-YYYY Record who provided the financial coaching service X
98 Coach Background Coach Data Primary Site Location Dropdown: All Locations Allow for aggregate reports of program impacts at the various locations X
99 Coach Background Coach Data Secondary Site Location Dropdown: All Locations Allow for aggregate reports of program impacts at the various locations X
100 Coach Performance Automated Metric Quantify of Total Consumers Served Count of Coach's Records Allow for aggregate reports of program impacts at the various locations X
101 Coach Performance Automated Metric Quantity of EVC's Served Count of Coach's Records Allow for aggregate reports of program impacts at the various locations and towards the two target groups X
102 Coach Performance Automated Metric Quantity of Vets Served Count of Coach's Records Allow for aggregate reports of program impacts at the various locations and towards the two target groups X
103 Coach Performance Automated Metric Time Spent Servicing Each Consumer Date and time value: "Start Time MM-DD-YYYY XX:XX:XX AM/PM", "Finish Time MM-DD-YYYY XX:XX:XX AM/PM". FT - ST = Time Spent Servicing Consumer Conduct analysis and provide updated training X
104 Coach Performance Automated Metric Total Time Spent Servicing Consumers Total Sum of Date and time value: "Start Time MM-DD-YYYY XX:XX:XX AM/PM", "Finish Time MM-DD-YYYY XX:XX:XX AM/PM". Sum of All (FT - ST) = Time Spent Servicing Consumers Conduct analysis and provide updated training X

Sheet 4: Site Data
Financial Coaching Data Collection
# Category Purpose Indicator Values Justification EVC's Vet's
105 Site Details Site Data Site Name Dropdown: All Sites Record the locations that financial coaching services are being provided and facilitate the analysis of data by site X
106 Site Details Site Data Coaches at site Dropdown: All Coaches Associate coaches with the sites at which they are situated X
107 Site Operations Automated Metric Quantity of Total Consumers Served Count of Records Provide aggregate data for analysis to evaluate the successful selection of coaching sites X X
108 Site Operations Automated Metric Quantity of EVC's Served Count of Records Provide aggregate data for analysis to evaluate the successful selection of coaching sites X
109 Site Operations Automated Metric Quantity of Vets Served Count of Records Provide aggregate data for analysis to evaluate the successful selection of coaching sites X X
110 Site Operations Automated Metric Count of Coaching Categories (Goals) used Count of Dropdown Entries: “Created a budget,” “Transferring credit card balances to reduce APR,” “Paying off large portion of credit card debt with tax refund,” “Greatly reducing monthly phone payment,” “Greatly reducing cable bill,” “Reduced levels of financial stress,” “Has created and tracked budget,” “Learned to pull credit score,” “Has minimized unnecessary spending,” “Has been saving more and using these savings to pay down credit cards at faster rate,” “Improved credit score,” “Paid outstanding bills,” “Removed incorrect information from credit report,” “Learned to understand credit report,” “Opened secured credit card,” “Opened savings accounts,” “Learned to “pay myself first” and set up monthly savings contributions,” “Used tools like CreditKarma.com to track credit score,” “Learned to pay off highest interest credit cards first,” “Paid off car loans,” “Became connected with public benefits,” “Learned not to spend more than 30 percent of credit limit, ideally not go over 10 percent,” “Lowered phone bill by switching to a cheaper plan,” “Stopped going to alternative financial service providers,” “Applied for income-based repayment for student loans,” “Used web money-management tools, like mint.com to track spending and expenses,” Provide aggregate data for analysis to evaluate the successful selection of coaching sites X
111 Site Operations Automated Metric Total Time Spent Servicing Consumers Total Sum of Date and time value: "Start Time MM-DD-YYYY XX:XX:XX AM/PM", "Finish Time MM-DD-YYYY XX:XX:XX AM/PM". Sum of All (FT - ST) = Time Spent Servicing Consumers Provide aggregate data for analysis to evaluate the successful selection of coaching sites X

Sheet 5: Session Data
Financial Coaching Data Collection
# Category Purpose Indicator Values Justification EVC's Vet's
25 Coaching History Session Data Coaching session number Numerical value Provide a record of the number of sessions conducted in a coaching cycle and facilitate the review of the records by the coach when necessary to continue with the coaching cycle. X
31 Coaching History Session Data Topics covered during coaching session Dropdown values: "Credit-related," "Debt-related," "Budgeting/money-management related," "Savings-related" "Other - WRITE IN" Coaching: Identify the major topics that the consumer wants to receive coaching on; Anlaysis: allow the program to analyze the uses to which consumers are putting the coaching services. X
31B Coaching History Session Data Topics covered during coaching session Free text field conditional if previous menu selector set to "other" Coaching: Identify the major topics that the consumer wants to receive coaching on; Anlaysis: allow the program to analyze the uses to which consumers are putting the coaching services. X
32 Coaching History Session Data Goals set during coaching session Dropdown values: "Increase non-retirement savings," "increase retirement savings," increase savings for children's education," "homeownership or home rental," "a large purchase (i.e. car or vacation)," "education/training," "starting or improving my own business," "improving credit," "paying down debts," "improving my money management and budgeting skills," "improving my household's financial security," "other" (write-in) Coaching: Facilitate the agreement between the coach and the consumer on the consumer's goals for financial progress; Anlaysis: allow the program to analyze the uses to which consumers are putting the coaching services. X
32B Coaching History Session Data Goals set during coaching session Free text field to capture specific goals in the Consumer's own words Coaching: Facilitate the agreement between the coach and the consumer on the consumer's goals for financial progress and allow complete flexibility to capture the goal in the consumer's own idiom. Anlaysis: allow the program to analyze the uses to which consumers are putting the coaching services. X
33 Coaching History Session Data Achievements during coaching session Dropdown: “Created a budget,” “Transferring credit card balances to reduce APR,” “Paying off large portion of credit card debt with tax refund,” “Greatly reducing monthly phone payment,” “Greatly reducing cable bill,” “Reduced levels of financial stress,” “Has created and tracked budget,” “Learned to pull credit score,” “Has minimized unnecessary spending,” “Has been saving more and using these savings to pay down credit cards at faster rate,” “Improved credit score,” “Paid outstanding bills,” “Removed incorrect information from credit report,” “Learned to understand credit report,” “Opened secured credit card,” “Opened savings accounts,” “Learned to “pay myself first” and set up monthly savings contributions,” “Used tools like CreditKarma.com to track credit score,” “Learned to pay off highest interest credit cards first,” “Paid off car loans,” “Became connected with public benefits,” “Learned not to spend more than 30 percent of credit limit, ideally not go over 10 percent,” “Lowered phone bill by switching to a cheaper plan,” “Stopped going to alternative financial service providers,” “Applied for income-based repayment for student loans,” “Used web money-management tools, like mint.com to track spending and expenses,” OTHER PLEASE SPECIFY Coaching: Record the concrete steps made towards achieving the consumer's goals to facilitate future review by the coach and discussion with the consumer; Anlaysis: allow the program to analyze the uses to which consumers are putting the coaching services. X
33B Coaching History Session Data Achievements during coaching session Free text field to capture specific goals in the Consumer's own words Coaching: Record the concrete steps made towards achieving the consumer's goals to facilitate future review by the coach and discussion with the consumer; Anlaysis: allow the program to analyze the uses to which consumers are putting the coaching services. X
34 Coaching History Session Data Achievements between coaching sessions Dropdown: “Created a budget,” “Transferring credit card balances to reduce APR,” “Paying off large portion of credit card debt with tax refund,” “Greatly reducing monthly phone payment,” “Greatly reducing cable bill,” “Reduced levels of financial stress,” “Has created and tracked budget,” “Learned to pull credit score,” “Has minimized unnecessary spending,” “Has been saving more and using these savings to pay down credit cards at faster rate,” “Improved credit score,” “Paid outstanding bills,” “Removed incorrect information from credit report,” “Learned to understand credit report,” “Opened secured credit card,” “Opened savings accounts,” “Learned to “pay myself first” and set up monthly savings contributions,” “Used tools like CreditKarma.com to track credit score,” “Learned to pay off highest interest credit cards first,” “Paid off car loans,” “Became connected with public benefits,” “Learned not to spend more than 30 percent of credit limit, ideally not go over 10 percent,” “Lowered phone bill by switching to a cheaper plan,” “Stopped going to alternative financial service providers,” “Applied for income-based repayment for student loans,” “Used web money-management tools, like mint.com to track spending and expenses,” OTHER PLEASE SPECIFY Coaching: Record the concrete steps made towards achieving the consumer's goals to facilitate future review by the coach and discussion with the consumer; Anlaysis: allow the program to analyze the uses to which consumers are putting the coaching services. X
34B Coaching History Session Data Achievements between coaching sessions Free text field to capture specific goals in the Consumer's own words Coaching: Record the concrete steps made towards achieving the consumer's goals to facilitate future review by the coach and discussion with the consumer; Anlaysis: allow the program to analyze the uses to which consumers are putting the coaching services. X
80 Meeting Information Session Data Start Time Date and time value: "Start Time MM-DD-YYYY XX:XX:XX AM/PM" Allow analysis of the time coaches spend with consumers X
81 Meeting Information Session Data Finish Time Date and time value: "Finish Time MM-DD-YYYY XX:XX:XX AM/PM" Allow analysis of the time coaches spend with consumers X
82 Meeting Information Session Data Site Location Dropdown: All Locations; Default set to Coaches Primary Location Allow analysis of program effectiveness to be conducted by site enabling the program to evaluate the appropriateness of the site selections X
83 Meeting Information Session Data Meeting Method Dropdown: "In Person", "Phone", "Other" Allow analysis of program effectiveness to be conducted by site enabling the program to evaluate the appropriateness of the site selections X
83B Meeting Information Session Data Meeting Method Free text field conditional if previous menu selector set to "other" Allow analysis of program effectiveness to be conducted by site enabling the program to evaluate the appropriateness of the site selections X
84 Meeting Information Session Data Case Notes Free Text Field Provide a record of the session so that the coach can reengage the consumer at a future session with no need to rediscover pertinent information X
85 Meeting Information Session Data Referrals? Dropdown: "Yes," "No" Record when a coach is sending a consumer to another organization for benefits or services tangential to financial coaching X
86 Meeting Information Session Data Referrals? Free text field conditional if previous menu selector set to "Yes" Record when a coach is sending a consumer to another organization for benefits or services tangential to financial coaching X
87 Meeting Information Session Data Meeting Type Dropdown: "Financial Coaching" (Recurring Sessions), "Financial Councelling" (One-off Meeting) Provide the coach with a clear understanding of the consumer's commitment to return and complete the prescribed number of coaching sessions X
88 Meeting Information Session Data Confidentiality Agreement Signed? Dropdown: "Yes," "No" Ensure that the coach and consumer have a signed confidentiality agreement X
89 Survey Questions Session Data Do you currently have a personal budget, spending plan or financial plan Radio Buttons: "Yes", "No" Provide the coach with necessary information to ascertain the financial awareness already possessed by the consumer; Track changes in this level of awareness to evaluate program effectiveness X
90 Survey Questions Session Data How confident are you in your abaility to achieve your financial goals? Radio Buttons: "Not at all confident", "Somewhat confident", "Very Confident", "Extremely Confident" Provide the coach with necessary information to ascertain the financial awareness already possessed by the consumer; Track changes in this level of awareness to evaluate program effectiveness X
91 Survey Questions Session Data Do you have money put away for an emergency or unexpected expenses? Radio Buttons: "Yes", "No" Provide the coach with necessary information to ascertain the financial awareness already possessed by the consumer; Track changes in this level of awareness to evaluate program effectiveness X
92 Survey Questions Session Data Is you spending on your living expenses less than your total income? Radio Buttons: "Yes", "No" Provide the coach with necessary information to ascertain the financial awareness already possessed by the consumer; Track changes in this level of awareness to evaluate program effectiveness X
93 Survey Questions Session Data In the last 30 days, have you been charged a late fee on a loan or bill? Radio Buttons: "Yes", "No" Provide the coach with necessary information to ascertain the financial awareness already possessed by the consumer; Track changes in this level of awareness to evaluate program effectiveness X
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