Consulting is delivered by Economic Development Specialists (EDS) who provide hands-on consulting service to credit unions for a broad scope of needs ranging from operational to strategic management. OSCUI’s Consulting Program for operational jobs include budgeting, internal controls, policy development, regulatory compliance, and training of officials and staff. Strategic jobs include developing new products and services, marketing plans, strategic and business plans, field of membership expansion, funding opportunities, and succession planning. Additionally, assistance with Net Worth Restoration Plan (NWRP) or Revised Business Plan (RBP) is offered to small credit unions; plus consulting services to groups wishing to organize a credit union.

A credit union must possess one of the following in order to be eligible for program enrollment:

• Low-Income designated credit union;
  
• A credit union with less than $50 million in assets;
  
• Group wanting to charter a credit union; or
  
• Newly chartered credit union less than 10 years old.

• Applications ​for possible enrollment are accepted up to May 31st and November 30th.
• Applications are reviewed in June and December, and enrollment selections made at that time.
• Enrolled credit unions are notified at the start of the consulting cycle. (Those not accepted for enrolled are also notified.)
• The consulting cycle runs January through June, and July through December. (Credit unions enrolled for the respective cycle receive service in that time period.)

A credit union is nominated for possible enrollment in the consulting program by two methods:

     (1.) You can contact your NCUA examiner and request they generate the nomination document.

     (2.) You can self-nominate for enrollment by completing this form.