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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. They replace all previous versions. 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.)

The process of sharing anonymised information from Client Voices between MSD and FinCap uses all appropriate safeguards. 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 progressively. These are:

  • Client-led Outcomes
  • Wellbeing - Hauora reflection

BFC providers can now begin using these tools; their use will be mandatory from 2 August 2021. The only non-mandatory component is the Client Satisfaction Net Promoter Score in the Wellbeing - Hauora reflection, as this is primarily for Providers’ use.

The new methods replace the old Client Outcomes Measurement Tool (COMT) which should now be deleted.

Client Voices will be the preferred method to administer the questions to clients from 2 August 2021, however forms are also available for BFC providers to download:

Using the tools

Our recommendations on working with BFC clients using the new methods are contained in two files, available to download here.

Training resource

The Client-led Outcomes: background and technical guide (June 2021) has sections (pages 19-25) to assist Providers using the tools, as well as an overview of the development and testing process.

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 a simple, paper-based document that is easy to update. 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 and stapled or bound as a booklet, or the A3 version shows the plan at a glance on two large sheets.

Editable versions of the Financial Plan of Action

These versions include the ability for clients (or providers) to insert pictures / symbols as well as text into the electronic format.

Financial Plan of Action guidelines

There is also a guide to support financial mentors with their work with their 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.

Facilitators encourage clients to learn from others and gain control over their financial lives to make longer-term behaviour changes.

Providers should use the MoneyMates 2017 guide for facilitators. It outlines the consistent approach expected of the service and provides 10 modules of resources.

There is no requirement to use all 10 modules, and material from other sources may be used if the group agrees. MoneyMates groups should have the flexibility to include information requested by the clients themselves.

Download the MoneyMates guide

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

Editable MoneyMates posters and flyers

We have developed editable versions that providers can use to advertise MoneyMates services in their communities.

There are two types – A4 posters and A5 flyers. See below for PDF examples of how the posters and flyers could look. The wording can be easily changed to suit local providers.

MoneyMates A5 flyer

MoneyMates A4 poster [new version]


Marketing resources

Editable BFC posters and flyers

Providers can customise these editable posters and flyers to advertise their financial mentors and BFC services in their communities.

There are two types– A4 Posters and A5 Flyers. See below for Editing Instructions and PDF examples of how the posters and flyers could look; the wording can be easily changed to suit local providers.

BFC services (including financial mentors)

BFC A5 Flyer [new version]

BFC A4 Poster [new version]


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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