Measure O 1: Number of individuals receiving financial literacy services

Full Title: Number of economically disadvantaged individuals receiving financial literacy services.

Definition of Key Terms

Economically disadvantaged: Must be receiving or meet the income eligibility requirements to receive: TANF, Food Stamps (SNAP), Medicaid, SCHIP, Section 8 housing assistance OR have a poor credit score OR are at least 60 days behind on one or more personal/family accounts.

Individuals: may be a single individual or may represent a family; may be of any age considered an “adult” in the state where services are provided

Financial literacy services: “financial literacy education with regard to credit management, financial institutions including banks and credit unions, and utilization of savings plans” SAA

How to Calculate Measure/Collect Data

Unduplicated count of Individuals to whom the “financial literacy services” are provided.  Note that this is not simply a referral service.  Individuals may contact the organization more than once during the year to get help but each individual should be reported here only once.  Services may be provided in-person, on the phone, or by email.