Best Practices
Serving clients who are participating in an IDA program and saving towards the purchase of an asset requires a variety of classes, counseling and expertise in each organization. Fiduciary Organizations who have developed tools – intake forms, progress markers, class descriptions, or any other document your organization uses to better serve clients may be useful to another organization who is working to develop a similar tool. Fiduciary organizations are encouraged to submit their documents or other best practices to be reviewed by their peers, and are also encouraged to download documents from their peers.To submit a document or form, please send it via email as an attachment to Haley. Documents will be posted below. When submitting a document or form, please provide a brief description (no more than 50 words), along with your email address so people can contact you with questions if necessary.
| Title | Document Description | Download | Submitted By | Date |
|
CASA |
CASA IDA Application Data Worksheet |
|
CASA of Oregon, Email Letty Duran |
07.19.10 |
|
Mercy Corps Application |
Mercy Corps IDA Application |
|
Mercy Corps,
Email Sarah Castagnola |
03.31.10 |
|
Mercy Corps Application |
Mercy Corps Client Information Form |
|
Mercy Corps, Email Sarah Castagnola |
03.31.10 |
|
eDev Application |
eDev Update Form |
|
eDev, Email Leah Murry |
03.23.10 |
|
eDev Application |
eDev Client Application |
|
eDev, Email Leah Murry |
03.23.10 |
| eDev Application | eDev Client Intake Form |
|
eDev, Email Leah Murry |
03.23.10 |
|
NAYA Application |
NAYA IDA Application |
|
NAYA, Email Deanne Goforth |
03.19.10 |
|
CASA Exit Form |
CASA of Oregon, VIDA Exit Form |
|
CASA of Oregon, Email Thomas Jensen |
03.19.10 |
|
CASA Application Packet |
CASA of Oregon, VIDA Application Packet |
|
CASA of Oregon, Email Letty Duran |
03.19.10 |
| Umpqua CDC Exit Form |
Umpqua CDC, Dream$avers Exit Form |
|
Umpqua CDC, |
03.19.10 |
| Umpqua CDC Application Form |
Umpqua CDC, Dream$avers Application |
|
Umpqua CDC, |
03.19.10 |
|
NAYA Conflict of Interest Policy |
NAYA Family Center Conflict of Interest Policy |
|
NAYA Family Center Email Laina Green |
10.28.09 |
|
EDS Savings Plan |
eDev's Savings Plan |
|
eDev, Email Leah Murray |
10.16.09 |
|
Welcome Letter |
IDA Welcome Letter |
|
eDev, Email Leah Murray |
10.16.09 |
|
NeighborImpact IDA Fact Sheet |
IDA Fact Sheet |
|
NeighborImpact, Email Kenny LaPoint |
04.07.09 |
|
WSCAT Enrollment Application |
Warm Springs Intake Form |
|
Warm Springs Email Lonnie James |
03.20.09 |
|
Microenterprise Preapplication |
CASA Microenterprise Preapplication |
|
CASA of Oregon Email Letty Duran |
02.27.09 |
|
Vehicle Purchase Facts |
CASA Vehicle Purchase Fact Sheet |
|
CASA of Oregon Email Letty Duran |
02.27.09 |
|
NAYA Savings Agreement |
NAYA Family Center Savings Agreement |
|
NAYA Family Center Email Laina Green |
02.10.09 |
|
CASA Application Checklist |
CASA of Oregon VIDA Application Checklist |
|
CASA of Oregon, Email Letty Duran |
01.15.09 |
| eDev Application | eDev Savings Plan Agreement |
|
eDev, Email Leah Murry |
01.15.09 |
| IDA Application |
Portland Housing Center, IDA Program Application |
|
PHC, Email Itzel Spehar |
01.15.09 |
| Education/Job Workplan |
Umpqua CDC, Education/Job Training Workplan |
|
Umpqua CDC, Email Rebekah Barger |
07.01.08 |
| Savings Plan Agreement |
Umpqua CDC, Savings Plan Agreement |
|
Umpqua CDC, Email Rebekah Barger |
07.01.08 |
| Saving and Budget Workplan |
Umpqua CDC, Savings and Budget Workplan |
|
Umpqua CDC, Email Rebekah Barger |
07.01.08 |
| Savings Plan Agreement |
Portland Housing Center, Savings Plan Agreement |
|
PHC, Email Itzel Spehar |
06.17.08 |
Questions or Comments? Email Joy Garlin Hunt
