New Start for Financial Success: OSU Extension's program for bankruptcy filers

APRIL 2008 BRANDING UPDATE: Power point presentation files are reformatted to Extension-branding. Handouts and other support pieces reflect the change from $ to S. Please use the pre-printed brochures to localize with your class times.

NOTE:OSU Extension is approved by the U.S. Department of Justice to issue certificates of completion for the Pre-Discharge Debtor Education program. OSU Extension is NOT approved to provide a Pre-Filing program. To find Pre-filing Credit Counseling providers, click here: http://www.usdoj.gov/ust/eo/bapcpa/ccde/cc_approved.htm. For Pre-discharge "Personal Financial Management Instructional Courses" providers (including OSU Extension), click here: http://www.usdoj.gov/ust/eo/bapcpa/ccde/de_approved.htm.

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Marketing & Program Logistics

1. If you have any questions, feel free to contact Nancy Hudson at: hudson.2@osu.edu
2. Brochure Template - Click Save (not Open). This PowerPoint file is blank except for a text block that you will use to insert local information.
   • Insert your local information. For example, replace "times here" with "10 a.m. to noon on the third Saturday of the month." This information should be typed in 11 point Times New Roman, normal style (not boldface or italicized).
   • Adjust the spacing if necessary.
   • Print a copy on plain paper to make sure all copy will be printed and that it looks how you want it to look. This will also serve as the original when making duplicate copies. Ask another person to read the copy to be sure it makes sense and that there are no typos.
   • When you're satisfied with your localized copy, place the printed sheets into the paper tray of the copier, placing the sheets printed side down, with the left side of the printed page flipped to the right side of the tray. The edge with the registration form should be at the top of the tray. Place the original copy side down on the glass and align with the A3/A4 marker on the copier. Make one test copy to ensure proper placement of the local information on the New Start brochures. Fold the brochures before distributing.
3. Market to Bankruptcy attorneys. Click on Attorney Finder at: http://www.nacba.org/attorneyfinder/ After clicking Ohio, note in the left side bar that you can sort by city. Also note ads in local newspapers and yellow pages.
4. Power Point curriculum (to save to your computer, right click on link and select 'save as' or 'save target as'; please note, this is a large file... over 4mb, and may take a few minutes to download) - Branded & Animated Update April 2008
5. Sample News Releases (2 Word files - Mader, Filipic)
6. Registration Sign-in Form (in MS Word format) - Update April 2008
7. Certificate Generating System (https://ccdecert.ustp.usdoj.gov/ccdecert/)
• NOTE:  If you don't access for 30 days, your password will not work.  To reset it, call Nancy Hudson or Lisa Troyer at 330-263-3799. If neither of them are available, contact Sharon Seiling at 614-292-4224
8. State Program Fee Transmital Form ($5/paid registrant) * (Click on "State Program Fee Transmittal Form")
9. New Start Course locations and schedules

"Master" Participant Handouts (Updated April 2008)

1. Participant Handouts
   
   • Handout checklist (Microsoft Word format)
   • EVALUATION -

     Evaluation packet - REVISED IRB approved process
     Please download ALL files:

     • Script for Evaluation Instructions -MS Word format
     • New Start for Financial Success (2-sided after-program evaluation) -MS Word format
     • Cover letter for 6-month follow-up packet -MS Word format
     • New Start Program Follow-up (for 6-month follow-up packet) -MS Word format
     • Instructions for what to do with completed evaluations -MS Word format
   • INTRODUCTORY
     • New Start title slide with your contact information / ____'s Action Plan
     • New Start for Financial Success after-program evaluation (To download, see above: in the Evaluation packet) -
     • 6-month follow up packet (To compile, see above: in the Evaluation packet)
   • BUDGETING SET Either staple together single-sided separately, or run on 11 X 17 to make a "folder":
     • Goal Setting **
     • Estimate Your Monthly Fixed Expenses **
     • Estimate Your Regular Flexible Expenses **
     • Estimate Your Occasional Expenses **
     • Insert into above "folder" :
       • Six Steps to Your Balanced Budget (2 pages)
       • Income
       • Compare Income and Expenses
       • Financial Calendar
       • Where Should the Money Go?
       • Dollar Tracker
       • Occasional Expenses
       • Manage Your Savings Account
       • Know What You Owe (secured) / Know What You Owe (unsecured)
       • Options for Resourceful Living (MM-09-2002)

• RECORD KEEPING SET Either staple together separately, or copy on 11 X 17 and make a "folder"
  • Net Worth (MM-10-2002) * (You'll need to add a blank page for the 11 X 17 format)
• Insert into above "folder"
  • Benefits of a Record-Keeping System (2 pages) **
  • Know Your Valuable Papers (L-237) *
    
    NOTE: Since this has 12 pages, consider having it as an optional handout for those who would use it.
• RESOURCES
  • For More Information / Selected OSU Extension Publications
• OTHER CONSIDERATIONS The above handouts total 40 pages (single sided) Power point handouts (9 to a page generates three 2-sided pages)

* Indicates external Links open in a new window
** Indicates links are in Adobe Acrobat format (*.pdf), you will need Adobe Acrobat Reader to view