Key Activity 1:
Participant Recruitment and Management of IDA Savings and Withdrawals

1.A Number of participants acquiring asset goal

1.B(i) Number of IDAs opened

1.B(ii) Number of people on the waiting list to open an IDA

1.C Number of people engaging in program activities that prepare them to enter into savings program

1.D Average time to complete asset purchase

1.E Number of account closings for reasons other then asset purchase

1.F Number of participants reaching savings goals

1.G Total savings deposits

Key Activity 2:
Participant Training and Counseling

2.A(i) Number and percentage of AFI IDA participants completing economic skills classes.

2.A(ii) Number and percentage of all participants completing economic skills classes.

2.B(i) Number and percentage of AFI IDA participants completing asset-specific training

2.B(ii) Number and percentage of all participants completing asset-specific training

2.C(i) Number and percentage of AFI IDA participants receiving specialized/advanced financial education or one-on-one counseling

2.C(ii) Number and percentage of all participants receiving specialized/advanced financial education or one-on-one counseling

2.D Asset Leverage --

1. Total sales price and total mortgage price of homes purchased with IDA
2. Total estimated cost of certificates and degrees for IDA used to purchase higher education;
3. Total part-time and total full-time jobs created or retained for IDAs used for small business;
4. Total loans and equity leveraged for IDAs used for small business.

2.E Number of participants before classes and at asset purchase who have checking/savings accts

2.F Number of participants before classes and at asset purchase using non-traditional financial services

2.G Number of participants before classes and at asset purchase who use budget/savings plans

2.H Change in credit scores from account opening to asset purchase

Key Activity 3:
Timely, Responsive Awarding of Grants and Effective Grantee Support

3.A Number and dollar amount of awards granted

3.B Average time to set up electronic funds transfer processes; average time to complete a request for a grant drawdown

3.C Average time to complete a grantee request for a modification or extension

3.D Grantee satisfaction: with award process and with training/technical assistance provided

Key Activity 4:
Timely and Accurate Program Reporting and Monitoring

4.A Ratio of IDA savings to cost of services (after 2-3-4th years)

4.B Ratio of dollars and in-kind services raised to federal grant amount spent

4.C Rate of drawdown of federal dollars

4.D Timely submission of accurate reports by grantee

4.E Timeliness and accuracy of Annual Report to Congress

4.F Percentage of critical grantee project goals achieved