The agency refers clients to services relevant to financial management and the resolution of credit problems using financial, legal, and self-help resources.
The agency makes referrals to another service provider when clients request specific times, locations, services, or methods of service delivery (for example, telephone or Internet) that the agency is not able to provide or promptly provide. When the agency does not offer DMPs, it should provide information necessary for clients to seek out providers that can meet their needs. In addition, the agency must make referrals when the client’s assessment
indicates that supplemental services are necessary. For instance, when clients indicate issues that cannot be addressed by a financial education and counseling service, the agency should make referrals for evaluations
in other social service areas. The agency also provides clients with access to information on educational opportunities, economic security, transportation, housing, consumer
protection, legal referral services, and other community supports through referrals and resource materials.
The agency develops a comprehensive network of referral sources and provides the names of multiple resources, when available.