Each community-based organization operating a certified state IDA program shall provide the following services to an account holder:

1. (1) Credit history assessments;
2. (2) Assistance in credit repair and on-going credit stability;
3. (3) General financial education approved by the department;
4. (4) Training specific to the permissible savings goal selected by the account holder; and

5. (5) Case management for account holders, which includes, but is not limited to, the following:

   1. (A) Assisting account holders to develop and revise, as necessary, their approved savings plans to achieve asset-building goals;
   2. (B) Providing crisis intervention for account holders in emergency situations; and
   3. (C) Reviewing with account holders their monthly account statements and providing counseling as appropriate.

(Adopted effective October 1, 2002)