Integration Decisions Financial Capability Service(s): Yes, potential for DIY Yes, potential for DIY Yes, potential for DIY Yes, potential for DIY Using the No, but we like to No, but we would like to No, but we would like to No, but we would like to information in consider DIY anyway consider DIY anyway consider DIY anyway consider DIY anyway Part B, does the because: because: because: because: proposed service No, explore referral or No, explore referral or No, explore referral or No, explore referral or align with our partnership for the partnership for the partnership for the partnership for the current levels of service service service service client engagement? Notes: Notes: Notes: Yes, potential for DIY Yes, potential for DIY Yes, potential for DIY Yes, potential for DIY Drawing on the No, but we would like to No, but we would like to No, but we would like to No, but we would like to responses in consider DIY anyway consider DIY anyway consider DIY anyway consider DIY anyway Part C, do we because: because: because: because: have sufficient No, explore referral or No, explore referral or No, explore referral or No, explore referral or in-house capacity partnership partnership partnership partnership to provide this service? Notes: Notes: Notes: Yes Yes Yes Yes Do we have any remaining No No No No questions or items for follow-up? Notes: Notes: Notes: TOOL 5: Community Services Inventory of Providers
Integration Decisions Financial Capability Service(s): Using the information in Part B, does the proposed service align with our current levels of client engagement? Yes, potential for DIY No, but we like to consider DIY anyway because: No, explore referral or partnership for the service Notes: Yes, potential for DIY No, but we would like to consider DIY anyway because: No, explore referral or partnership for the service Yes, potential for DIY No, but we would like to consider DIY anyway because: No, explore referral or partnership for the service Notes: Yes, potential for DIY No, but we would like to consider DIY anyway because: No, explore referral or partnership for the service Notes: Drawing on the responses in Part C, do we have sufficient in-house capacity to provide this service? Yes, potential for DIY No, but we would like to consider DIY anyway because: No, explore referral or partnership Notes: Yes, potential for DIY No, but we would like to consider DIY anyway because: No, explore referral or partnership Notes: Yes, potential for DIY No, but we would like to consider DIY anyway because: No, explore referral or partnership Yes, potential for DIY No, but we would like to consider DIY anyway because: No, explore referral or partnership Notes: Do we have any remaining questions or items for follow-up? Yes No Notes: Yes No Notes: Yes No Yes No Notes: TOOL 5: Community Services Inventory of Providers
CFED-1-Stop-FinCap-Toolkit.docx