CLIENT

See service recipient.		  
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  SERVICE

One or more organization-operated programs or activities that have a common general objective and deploy the organization's material and human resources in a planned and systematic manner. An organization that publicly promotes or identifies itself in writing as offering a service, is licensed to deliver a service, assigns personnel and/or space to a service, or allocates financial resources to a service is considered to offer that service.		  
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  MANAGEMENT

See ADMINISTRATION		  
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  REFERRALS

Resource suggestions provided to consumers to address problems or needs that are beyond the scope of the organization's mission.		  
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  COMMUNITY

A specific group of people living in the same locality and who may share a common culture, values, and norms. Communities can also be defined by race, religion, ethnicity, age, occupation, political status, tribal affiliation, interest in particular problems or outcomes, or other common bonds. The term "community" encompasses worksites, schools, tribes, residential neighborhoods, business districts, recreational areas, and health and human service sites.		  
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  ASSESSMENT

An evaluation, which utilizes professional expertise and skills in the collection and analysis of data to understand and describe the nature of service needs of an individual, family, or group. Assessment, as in needs assessment, is also used to determine priorities of program planning and service development for the organization as a whole. See also DIAGNOSIS.		  
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  EVALUATION

The review and assessment of organizational operations, programs and services.		  
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  CONSUMER

The individual, family, group, or community that seeks or receives services.		  
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Financial Education and Counseling Services
  
Private Org Public Agency  

PA-FEC 11: Referrals and System Collaborations

 
Clients receive referrals to a network of community resources and service providers when additional services are needed.

PA-FEC 11.01

 

The agency refers clients to services relevant to financial management and the resolution of credit problems using financial, legal, and self-help resources.

Interpretation: 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.

PA-FEC 11.02

 
The agency develops a comprehensive network of referral sources and provides the names of multiple resources, when available.
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PURPOSE: Clients who receive Financial Education and Counseling services learn to solve financial problems and gain personal financial management skills.
 
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