TOOL 6, Part B: Analysis & Recommendation (To be completed internally by staff after completing the previous section.) Analysis & Recommendation Yes Yes Yes No No No Does the organization have Unsure Unsure Unsure the capacity to provide this service to our clients? Notes: Could our clients access this Yes Yes Yes service? No No No E.g., is it available, can the Unsure Unsure Unsure organization accommodate more clients, is it Notes: Notes: Notes: accessible? Yes Yes Yes this service be a good fit No No No for our clients? Unsure Unsure Unsure E.g., is it tailored for our client group? Notes: Notes: Notes: Should we work with this Yes, candidate for partnership Yes, candidate for partnership Yes, candidate for partnership organization to provide Yes, candidate for referral Yes, candidate for referral Yes, candidate for referral services? No No No Unsure Unsure Unsure If yes, should we refer our clients to it or with it partner Notes: to provide this service?
TOOL 6, Part B: Analysis & Recommendation (To be completed internally by staff after completing the previous section.) Analysis & Recommendation Does the organization have the capacity to provide this service to our clients? Yes No Unsure Yes No Unsure Notes: Yes No Unsure Could our clients access this service? E.g., is it available, can the organization accommodate more clients, is it accessible? Yes No Unsure Notes: Yes No Unsure Notes: Yes No Unsure Notes: this service be a good fit for our clients? E.g., is it tailored for our client group? Yes No Unsure Notes: Yes No Unsure Notes: Yes No Unsure Notes: Should we work with this organization to provide services? If yes, should we refer our clients to it or partner with it to provide this service? Yes, candidate for partnership Yes, candidate for referral No Unsure Yes, candidate for partnership Yes, candidate for referral No Unsure Yes, candidate for partnership Yes, candidate for referral No Unsure Notes:
CFED-1-Stop-FinCap-Toolkit.docx