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Guidance and resources for BFC providers

This page provides guidance and resources for providers of Building Financial Capability (BFC) services.

BFC Service Guidelines

These BFC and BFC Plus Service Guidelines apply from 1 July 2021. Providers’ Outcome Agreements require that all BFC services are delivered in accordance with these guidelines.


Reporting BFC results

Improvements are being made to the contract reporting process to simplify reporting by providers and provide more usable data.

Providers now use one of two reporting options:

  • Enter relevant data into Client Voices (the preferred method) OR
  • Report using an MSD-provided Reporting Template (an Excel spreadsheet.)

No client data will be shared to MSD.

The Reporting Spreadsheet and some training notes are available to download here-

Narrative reports

Providers’ current narrative reports are being replaced with a quarterly questionnaire. The first of these online questionnaires is planned for 1 October 2021.

Quarterly feedback reports

Providers can check the data they have sent to MSD in quarterly reports. From October 2021, these will be sent to each provider and their regional relationship manager.


BFC Client outcomes measurement

New methods to measure BFC Client outcomes are now being rolled out. These are:

  • Client-led Outcomes
  • Wellbeing - Hauora reflection

Both are now mandatory for all BFC providers. The only non-mandatory component is the Client Satisfaction Net Promoter Score in the Wellbeing - Hauora reflection, as this is primarily for Providers’ use.

Client Voices is the preferred method to administer the questions to clients; forms are also available for BFC providers to download:

Using the tools

Our recommendations on working with BFC clients using the new methods:

Training resource

The training sections from the BFC Services Guidelines are available here in a handy shorter file.

Client outcomes measurement Hui, June 2021

Two training hui for BFC Providers provided an overview of the new methods, followed by Q&A sessions.


Financial Plan of Action resources

The Financial Plan of Action is a resource for clients, their families and whānau to document their goals, supported, where necessary, by a financial mentor.

It is available in two formats, you can print these off yourself or you can order supplies of the printed versions free of charge through the Te Papa Hou ordering system.

The A4 version can be printed as a booklet; the A3 version shows the plan at a glance on two large sheets.

Editable versions of the Financial Plan of Action

Clients (or providers) can insert text, pictures or symbols using these files.

Financial Plan of Action guidelines

There is also a guide to support financial mentors with their work with clients on the Financial Plan of Action.


MoneyMates resources

MoneyMates is a peer-led support programme based around the concept of sharing and learning together as a group.

Providers should use the MoneyMates guide for facilitators. This outlines the consistent approach expected and provides ten modules of resources. Material from other sources may be used if the group agrees.

Download the MoneyMates guide

For faster download, the components of the guide are also available:

Editable MoneyMates posters and flyers

Providers can use these to advertise MoneyMates in their communities.

There are two types – A4 posters and A5 flyers. The wording can be easily changed to suit local providers.

MoneyMates A5 flyer
MoneyMates A4 poster

Marketing resources

Editable BFC posters and flyers

Customise these editable posters and flyers to tell local communities about financial mentors and BFC services.

BFC services (including financial mentors)

BFC A5 Flyer
BFC A4 Poster

Hui for BFC providers

The most recent Zoom hui, or ‘Zui’, for BFC providers were held in May and June 2021 to discuss BFC Core contract changes and other relevant items. Notes of the proceedings and attendees' Questions + Answers are available here.


Your feedback

We are always keen to hear your feedback about these resources – please email us

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