Where should a client receiving financial counseling/coaching be reported in Section 9 (Households Receiving One-on-One Counseling by Purpose) and Section 10 (Impacts and Scope of One-on-One Counseling Services)?
Date Published: April 2018
Households receiving financial management and/or budget services should be reported in Section 9 under the applicable type of counseling (e.g. a renter receiving financial management and/or budget services would be reported as receiving Rental Topics counseling). That same household would also be reported in Section 10.c. (Households for whom counselor developed a sustainable household budget through the provision of financial management and/or budget services), as well as any other applicable Section 10 categories, to show the impact and scope of that counseling.