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Data Collection Method s

AFI Virtual Coffee Webinar SeriesMarch 22, 2017

Office of Community Services Administration for Children and Families U.S. Department of Health and Human Services

Introduction of Speakers

• Megan Bolado, CFED

• Latorrie Geer, Community Works Carolina

• Renee Smith, Ifetayo Cultural Arts

Academy, Inc

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Connecting to Audio

• Having trouble dialing in?

– Listen on your computer by clicking the option on the Control Panel.

– Connect your speakers or a headset to your computer for best quality

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Technical Issues & Questions

• Having technical

difficulties?

– Use the questions box

– Email

ahadley@cfed.org

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Housekeeping

• This webinar is being recorded!

– All attendees are muted to ensure sound quality

– A video recording and transcript will be available on idaresources.acf.hhs.gov at a later date.

• The webinar will last approximately 90 minutes.

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Webinar Objectives

Participants will:

Hear about tips and tools for developing and

delivering a robust, sustainable, and manageable

data collection system for your AFI grant.

Hear from fellow AFI Grantees about their data

collection ideas lessons learned.

Ask questions and share ideas for data collection

methods.

Questions and Comments

• Ask your questions or

share comments using

the box on the right

side of your screen

A Few Questions For You

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What is your level of experience with

managing an AFI project?

What is your role with your AFI project?

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Where are you in your AFI grant

project life cycle?

What system do you currently use to

collect and track data for your AFI

project? (write your responses in the

question box)

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What is the greatest challenge you face when it comes to data

collection?

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Core Programs & Services

• Microbusiness Loans

• Affordable Housing and Community Loans

• Homebuyer Assistance Program

• IDA Matched Savings

• Financial Wellness Checkups

• Financial Education & Training

• Credit Union

Business Strategy

Community Development

Financial Institution

Community Development

Credit Union

Building

Places

Building

People

Strengthening

Families,

Neighborhoods

, and

Communities

Community

Facilities

Microbusiness

Loans

Advocacy

Developer

Loans

Financial

Literacy

Downpayment

Assistance

Asset Building

Credit Builder

Loans

Financial

Wellness

Individual

Development

Accounts

Training &

Technical

Assistance

Second

Chance

Loans

Data Collection

Outcome Tracker

• All in one place — Comprehensive management of IDA programs

• Integrated — IDA data is integrated with other programs your agency offers

• Flexible— adapt to changing needs

• Client access — via a web portal or the Outcome Tracker Mobile App

• Outcomes based— understand your impacts and tell your story to funders

• Cloud based— securely access your data anywhere

• Import/Export — import from or export to a spreadsheet file

• Built-In AFI reports to complete progress/annual data reports

Items to Consider

• Initial Costs to Purchase a Database

• System setup

• Management of Database

I

Partnership

• Partnership with Santander for 10 years

• Currently runs the Financial Education Classes that are required for both youth

and adults on the 3rd Saturday of each month

• Offers assistance with students who are out of town to create consistent

electronic savings

• Opening new branches which deepens the partnership in the community

IDA Tracking Account Detail

Account Deposit Detail

Match Request Detail

Account Balance Report

Deposit Reports

Questions?

• Ask your questions

using the box on the

right side of your

screen

AFI Resource Center

• Home: idaresources.acf.hhs.gov

• Calendar: http://idaresources.acf.hhs.gov/Calendar

• Help Desk:

– Email: info@idaresources.org

– Phone: 1-866-778-6037

Thank You!

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