A. IDA Standard Operating Procedures
B. Key Program Policy Documents
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IDA Statute and Rule
Initiative Policy Documents
- Visual showing what to document for a matched withdrawal
- Matched Emergency Savings IDA Policy 4/1/23 with Saver FAQs
- Matched Emergency Savings IDA Saver FAQs SPANISH
IDA Funds Investments Policy
C. Income Calculator, Income Limits & Net Worth
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- Oregon IDA Income Calculator ver 2025.04.08: If this file does not automatically download, right click the link and select “Save link as…”
- 2025 Oregon IDA Program Income Limits
- Oregon IDA Income Calculator Instructions with FAQ
- IDA Income Calculator VIDEO Training
Past IDA Program Income Limits
D. Quarterly Work Plan and Fiscal Reports
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Each FO will receive their custom Fiscal and Work Plan Report forms directly. Please contact your Contract Manager if you need it re-sent.
E. Quarterly Data Cleanup Instructions
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F. Program Evaluation
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- IDA Evaluation Overview for FO Staff
- OT Reports on Client Demographics
- 2022 Regional Gaps and Opportunities
- 2023 Equity Metrics – Explainers and Initiative-wide Data
IDA Evaluation Reports and One-Pagers from past years can be found on the Evaluation webpage.
G. Data Collection & Intake Templates
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Paper Templates and Fillable PDFs
- Intake Part 1 ELIGIBILITY
- Intake Part 2 CLIENT INFO
- Intake & Exit Financial Capability Survey (Financial Experiences)
Requesting Demographic Data
Data Dictionaries for Outcome Tracker
Asset Goal at Intake, Account Intended Use, and Transaction Withdraw Use
H. Participant Information for IDAs
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Participant Information Sheet for IDA-related Tax Issues
IDA Match Rate Visual Examples
I. IDA Grant Year Closeout Documents
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J. Statewide IDA Provider Directory
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K. FO Meeting Documents
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For notes prior to 2022, please reach out to your NP program contact.
2024
- 4/24/25
- 1/16/25
- 7/18/2024 FO meeting
- 2024 July FO Meeting Slides
- 2024 July Strategic Planning Notes
- 2024 July FO Meeting Recording (If you want to revisit the OT Portal Orientation session that Derrick led, that starts at minute 38:30)
- 4/18/2024 FO meeting
- 1/18/24 FO Meeting section
2022
- 01/20/2022 FO meeting meeting recording
- 2022 Demographics Data Changes
- 01/2022 FO EDI Audit & Vision PowerPoint
- 01/2022 FO EDI Audit & Vision Notes
- 4/7/22 FO Call on Self Service Forms
- 4/21/22 April FO Meeting Recording
- 5/19/22 FO Call: IDA 101, intro to IDAs Orientation session
- 07/21/22 July FO Meeting: Presentation and Meeting notes
- 10/18/22 RE:Conference IDA Session: Crafting a Mission for the Next 20 Years: PDF slides, Presenter notes, and participant notes from session (slides 20-24)
2023
- 1/19/23 FO Meeting:
- 4/20/23 FO Meeting:
7/20/2023
L. Equity Resources
Resources
IDA Equity Trainings
2020
- 9/25/2020: Foundations of racial equity part 1- https://youtu.be/a55aevaVwV8
- 10/8/2020: Foundations of racial equity part 2- https://youtu.be/dKCeoYi70uk
- 10/29/2020: IDA Cultural narratives about poverty: https://youtu.be/WDPzwJb0lS8
- RE Conference 2020: https://reconf.org/299-2/ which included Building a Housing Justice Movement, Black Leaders’ Visions for Housing and Economic Justice, Achieving Racial Economic Justice, Let’s Talk Economic Justice, and Community Economic and Housing Justice
2021
- 2/4/2021: IDA Racial Equity Filters and program design: https://youtu.be/0_-BJnG0zSU
- 3/30/2021: Economic Legacies Matter Part I: The Just World Hypothesis, Our Economic System and GDP, and Introducing financial story activity. Video. Slides. Instructor notes.
- 4/13/2021: Economic Legacies Matter Part II: Credit Scoring, Financial Institutions and systemic oppression, Introducing boosts and blocks in your own financial story. Video. Slides. Instructor notes and resources Systemic “helps and hinders” and Government Boosts and blocks.
- 4/27/2021: Economic Legacies Matter Part III: Tax Policy and the Racial wealth Gap. Video. Slides. Instructor notes.
- 2021_05: Equity and the Law: IDA panel and retreat notes
- 6/23/2021: Equity Centered Financial Coaching: webinar recording, slides, and Spanish audio file
- 10/29/21 Working with the Disability Community (IDA Day 2021)
M. Program Resources
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For Auto Purchase Asset Goal
- Auto Purchase – Purchase Agreement (in English)
- Vehiculo IDA Contrato de compraventa privada (Auto Purchase – Purchase Agreement in Spanish)
For Education Asset Goal
For Home Repair Asset Goal
- Home Repair – Scope of Work (in English)
- Reparación de viviendas IDA Alcance del trabajo (Home Repair – Scope of Work in Spanish)
NP Reimbursement Information
N. Financial Education Standards
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- ORIDA Financial Education Standards
- Financial Education Standards Resource Library
- IDA Asset-Specific Self-Directed Packets for Savers
- Links to Free IDA Financial Education Options for Savers
2023 Financial Education Standards Trainings
- 4/13/23: FE Community of Practice: Topics 6 & 8, Loan Products and Consumer Rights: Recording | Slides
- 5/11/23: FE Community of Practice: Topic 7, Debt Repayment: Recording | Slides
- 6/8/23: FE Community of Practice: Topics 9 & 10, Understanding Taxes & Investing to Achieve Goals: Recording | Slides
- 9/14/23: FE Community of Practice: Topics 11 & 12, Assets, Liabilities, Net Worth, and Protecting Assets: Recording | Slides
2022 Financial Education Standards Trainings
- 9/15/2022: FE Community of Practice: Topic 5, Financial Institutions: Recording | Slides
- 11/10/2022: FE Community of Practice: Topic 4, Understanding Credit: Recording | Slides
- 6/9/2022: FE Community of Practice: Topic 3, IDA Financial Education Standards, Building Savings: Recording | Slides
5/12/2022: FE Community of Practice: Topic 2, Spending and Savings Plans: Recording | Slides - 4/14/2022: FE Community of Practice: Topic 1, Your Financial Compass: Recording | Slides
O. Data Privacy Statement
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P. Outcome Tracker
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