Building Financial and Energy Capability workflow

Background

This article describes implementation of the 'Building Financial and Energy Capability' (BFEC) service within Kotahi.

BFEC is a merging of three separate funding streams into a cohesive programme. The funding derives from WEL Energy Trust, Ministry of Social Development and Ministry for Pacific Peoples.

The funding share is shown below.

pie title BFEC Funder split "WEL" : 170 "MSD" : 54 "MPP" : 42

Objectives

Funders of course have their own objectives for contributing funding, however they are aligned and we have developed integrated objectives as shown in the below diagram.

flowchart subgraph a0[<b>MPP] a1[Improve financial literacy and <br>capability of Pacific families] a2[Support pathways to home <br>ownership] end subgraph b0[<b>MSD] b1[Deliver client-centred, culturally <br>responsive and accessible services] b2[Build financial independence and <br>reduce reliance on government <br>support] b3[Provide sustainable and <br>collaborative services] end subgraph c0[<b>WEL] c1[Assist people experiencing <br>energy hardship] c2[Promote energy efficiency and <br>healthier homes] c3[Increase financial, digital <br>and energy literacy] end subgraph d0[<b>Integrated objectives] d1[Enhance financial knowledge and<br>resilience of Pacific families]:::io d2[Empower individuals to make<br>informed decisions]:::io d3[Foster healthier home<br>environments through energy literacy]:::io d4[Improve overall wellbeing through<br>financial stability]:::io end c0-->d0 a0-->d0 b0-->d0 classDef io fill:#99cc99

Referral/intake

Referral can occur via multiple channels - including internal service referral, or externally via MSD or financial institutions.

Eligibility

Eligibility criteria are:

• Anyone aged 18+
• NZ Resident
• Living in Hamilton City
  • Priority given for Pacific people
  • All Whanau ora families to be considered for referral
  • Focus is household/personal finance, rather than business finance.

Referral pathway

New 'external' referrals are currently completed in Aiga and follow the legacy referral process. As noted above, we are planning to assess all Whanau ora clients for eligibility, and so there will be another parallel pathway in Kotahi for this 'internal referral'.

Referrals should be actioned and acknowledged within 24hrs of receipt.

A flowchart outlining this process is shown below.

Legend

• Green = Kotahi

flowchart TB subgraph WN0[<b>WO Navigator] direction TB WN1[Families with financial goals]:::kotahi-.-> WN2[Individuals with financial goals]:::kotahi-.-> WN3[Eligible for BFEC?]:::kotahi WN4[🛇] WN5[Add to BFEC service]:::kotahi-.-> WN6[Assign BFEC User]:::kotahi end subgraph F0[<b>New client referral] direction LR F1[Email]:::none F2[Website]:::none F3[Agency]:::none end subgraph AD0[<b>K'aute Admin] direction TB AD1[Client setup]:::kotahi-.-> AD2[NHI lookup]:::kotahi-.-> AD4[Define whanau relationships<br>if applicable]:::kotahi-.-> AD3[Notify Team Lead]:::kotahi-.-> AD5[Add to BFEC service]:::kotahi-.-> AD6[Assign BFEC User]:::kotahi end subgraph WA0[<b>BFEC Facilitator] direction LR WA1[<h4>Initial contact</h4><br><b>Within 48hrs]:::kotahi-.-> WA2[<h4>Setup goal plan</h4><br>Define goal plan from referral info<br>and/or Assessment<br><b>Within 1 week]:::kotahi-.-> WA3[<h4>Ongoing Talanoa</h4><br>Review and update goal plan<br><b>Monthly]:::kotahi end WN3-. No .->WN4 WN3-. Yes .->WN5 F0 -- Referral --> AD1 AD6 -.-> WA0 WN6 -.-> WA0 classDef kotahi fill:#99cc99