Page 23 - ROMA Supplemental Materials

o A CAA participant qualifies for and receives an Earned Income Tax Credit worth $500,
and a Child Tax Credit worth $1,000 (Report $1,500 worth of expected savings.)

B. Number and percent of participants who obtained court-ordered child support
payments and the expected annual aggregated dollar amount of payments

o A CAA participant obtains court-ordered child support payments worth $150 per month,
equal to $1,800 per year. (Report $1,800 worth of expected payments.)

C. Number and percent of participants who were enrolled in telephone lifeline and/or
energy discounts with the assistance of the agency and the expected aggregated dollar
amount of savings

o A CAA participant receives a free phone from the wireless carrier in their county worth
$30. (Report $30 worth of estimated savings.)

o A CAA participant receives his/her electric utility service at a discounted rate. The
difference between the discounted rate and the regular rate is $250 annually. (Report
$250 worth of expected savings.)

D. Number and percent of participants demonstrating ability to complete and maintain a
budget for over 90 days
o A CAA participant enrolls in and completes a financial management class focused on the
importance of savings and money management, during which s/he is required to complete
and maintain a budget for 100 days and succeeds.

E. Number and percent of participants opening an Individual Development Account
(IDA) or other savings account
o A CAA participant is deemed eligible, applies for, and opens an IDA with the assistance
of the agency.

F. Number and percent of participants who increased their savings through IDA or
other savings accounts and the aggregated amount of savings

o A CAA participant opened a new account after signing up for the IDA program in their
community and has since saved $900 in their own savings and matching funds during the
reporting year. (Report $900 in savings.)

o A CAA participant first enrolled in a family savings account program 14 months ago and
has saved $10 every week since then. Since opening the account, s/he has saved $560,
and in the past year, s/he has saved $480. (Report $480 in savings.)

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