Community Financial Access Pilot – Sample Getting Started Materials 

Community Financial Access Pilot 

Getting Started Sample Documents 

The documents below are templates from the U.S. Treasury’s Community Financial 

Access Pilot. You can use these documents and customize them to start building a 

similar collaboration in your community toward providing access to financial education 

and financial services for low- and moderate-income individuals. 
Community Financial Access Pilot – Sample Getting Started Materials 

Sample Convening Meeting Agenda 

8:30-9:00 Registration 

9:00-9:15 am Welcoming Remarks and Introductions

Convening partner(s) representative(s) 

9:15-10:00 am Overview of the Community Financial Access Pilot 

• Need 

• General Strategy 

10:00-10:45 am Discussion of Existing Community Resources 

11:00-12:00 pm Open Discussion and Next Steps 
Community Financial Access Pilot – Sample Getting Started Materials 

Sample Partner Organizations 

 Cooperative Extension 

 Faith-based organizations 

 Financial education organizations 

 Community action agencies 

 Consumer Credit Counseling Services 

 Housing authorities 

 Earned Income Tax Credit Campaigns 

 Free tax assistance Campaigns/VITA sites 

 State universities 

 Federal Reserve Banks 

 Federal financial institution regulators (FDIC, OCC, OTS) 

 National, regional and community banks 

 Financial service businesses 

 Local and regional credit unions 

 State Treasurers’ Offices, state financial institution regulators 

 Local government Offices of Human Services, Local Treasurers 

 Housing counseling organizations 

 Job training/workforce development organizations 

 Community advocacy organizations 
Community Financial Access Pilot – Sample Getting Started Materials 

Sample Committee Structure and Roles 

 

MARKETING COMMITTEE 

 

- Members provide guidance in logo design and marketing materials for promotion. 

- Members work with liaisons to ensure production of marketing materials. 

- Members provide guidance of the development of a comprehensive marketing campaign. 

OUTREACH COMMITTEE 

- Members identify promotion venues for outreach to clients and community. 

- Members identify promotion venues for informing clients and community of available 

services. 

- Members serve as liaisons to assist in the engagement of other potential coalition 

members. 

PRODUCTS & SERVICES COMMITTEE 

- Members review and ensure that a comprehensive financial education curriculum and 

services are available. 

- Members review and identify other financial education services and products needed 

(credit counseling, investment planning, specially designated savings accounts, etc.). 

- Members provide guidance on development of innovative feasible financial products 

(when needed). 

TRACKING & EVALUATION COMMITTEE 

- Members provide recommendation on initiative’s performance measures. 

- Members identify process for tracking and data collection of accounts with participating 

coalition members. 

- Members review and provide feedback on pilot report. 
Community Financial Access Pilot – Sample Getting Started Materials 

Sample Outreach Subcommittee Ideas and Pondering Questions

Below are some ideas and questions that may assist in outlining your specific outreach plan. 

Community-Based Organizations: 

 Does each non-profit develop an outreach plan and submit to the Outreach 

Subcommittee, highlighting their strengths in reaching particular populations and 

neighborhoods and detailing their strategy to educate them on the unbanked initiative? 

How many participants can we reach? 

 Can we create opportunities for community leaders to bring their targeted communities 

together and invite Financial Institutions to attend and sign people up at the locations they 

are meeting at? 

 Do we need other partnerships to fully utilize the distribution and outreach capabilities of 

the non profits/members that are already a part of the unbanked initiative and that have a 

city-wide focus or wider reach? 

 How do we ensure that clients can have support and financial access from both in the 

neighborhoods where they work and/or live? 

 How do we ensure that our non-profit partners connect current and future programming 

activities to financial education and accounts? 

Multicultural/Multi Lingual 

 What needs to be considered? 

 How do we conduct outreach to multicultural/multi lingual populations? 

 Do we have need other representatives on board? 

 Are there certain languages that would be important for translating outreach materials? 

Faith-Based Communities 

 How can we conduct outreach to the faith-based community?

 What needs to be accomplished? With whom?

Housing Authorities 

 Can we provide mailings along with their regular billings? How many households would 

we reach? 

Media/Marketing 

 What are the publication venues available to the convening organizations (news letter, 

website, etc.)? 

o Monthly newsletter, etc. 

 What are the available multi lingual/ethnic newspapers to run stories? 

 What other venues can we utilize to publicize the initiative? 

 Based on the identified venues, what will we need from the Marketing Subcommittee (i.e. 

posters, flyers, speaking points, PSA, etc.)? 

Public/Federal Agencies/Program 

 What other agencies or programs can we engage to support the initiative? 

o Libraries, workforce development 

Schools 

 Who are the partners that will be assisting with outreach within the schools? 

 How and where will outreach be conducted? 
Community Financial Access Pilot – Sample Getting Started Materials 

 Does information need to be translated? 

Labor/Unions 

 Are there information venues available to incorporate initiative information? 

 Is it possible for financial institutions and others to attend labor meetings or approved 

work sites and sign people up? 

 

Local Government or Non-profit 

 Utilize 211 Referral Line? 

City Council Members/Others 

 Can we engage elected officials to participate by including flyers with their newsletters? 

 Can we have council members add articles to their newsletters; include information in 

their mailings; have brochures at City Hall and other municipal locations; host 

community meetings? 

 Can we engage individual council members to reach out to their constituents; add the 

initiative to their web site; and/or support the initiative with other media, public relations 

and outreach methods that they have available? 

Financial Institutions 

 What do we need from our financial institution partners?

Target Areas 

 Are there specific neighborhoods that we want to give special focus? 

 Are there specific schools where we will conduct financial education and connect to 

accounts?