Survey Description

The United Way of Jackson County is interested in partnering with MCUL and its members to increase financial stability among Michigan’s low-income residents.  For the past few years, the United Way of Jackson County has worked with Consumers Energy to enroll qualifying households into its Affordable Payment Plan; it has also encouraged enrollees to take advantage of additional resources in their communities that help build financial stability, such as financial coaching programs.

This year, the state is shifting its utility assistance programming to focus more on building financial stability for its program enrollees.  The low-income population served by utility assistance programs often have challenges accessing additional resources due to a variety of reasons (lack of knowledge on where the programming is offered, lack of transportation, classes offered at times that conflict with their work schedules, etc.); United Way of Jackson County hopes to build a network of local partners across the state that can offer services in-person and via other technology (video-conferencing, webinars, etc.).  Ideally, enrollees would be connected directly with a credit union serving their community, and perhaps even provided with the minimum amount necessary to establish an account with your Credit Union as an incentive for doing so. 

Please take a few minutes to answer this very brief survey.  United Way of Jackson County needs your response by Friday, July 20 in order to prepare its grant application for this program.

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* 1. Credit Union name and area served

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* 2. Name, phone number, and email address for person completing survey. 

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* 3. Do you provide 1:1 coaching or financial counseling?

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* 4. Do you offer financial literacy classes?

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* 5. Do you offer budgeting classes?

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* 6. Would you consider offering any of the above services (financial coaching, literacy classes, budgeting classes) via video conferencing (1:1) or webinar (group)?

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* 7. If you would consider offering services via video conferencing or webinar, do you have the technology/experience in place to do so? 

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* 8. If you answered a. (Yes) to questions 3, 4, 5, or 6, what are the membership requirements to open an account?

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* 9. In past years, United Way of Jackson County automatically generated a list of local programs that help with financial stability for each program enrollee - our partners at Michigan 2-1-1 helped automate that process so it happened instantly during the online application.  The Department of Health and Human Services is providing a similar resource list to all of its clients, via its new MiBRIDGES portal.  We would like to ensure that any such services you provide to the community are included on those lists, and visible to all who are seeking them.  Please indicate your interest in getting listed in the 2-1-1 database.

We have VERY limited time to assess this opportunity and prepare our grant request.  If you would like to talk more about this survey and opportunity, please contact Eboné Worthey at eworthey@uwjackson.org

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