Template Resource Guide for Toolkit.xlsm

	A	B	C	D	E	F	G	H	I	J	K	L	M	N
1	Organization	Description	Services (Select all that apply)	Contact (Include any and all info, name/number/email/etc.)	Address	Website	Client Eligibility	Client Must Have	Referral	Experience (rate 1-5)	Forms (To attach a document click: Insert -> Link -> Select)	Last Referred by (List staff member name)	Notes	Last Modified (List date of last successful referral)
2	Alcoholics Anonymous	Support group for folks struggling with alcohol dependence	Substance Use Treatment	(212) 647-1647	460 N Main St	www.aa.org	None required	Ability to attend in person or internet access to attend virtually	None needed	5	Brochure with dates/times	John Smith (on 1/5/2024)	Client may need assistance with transportation (prefers in person)	1/2/2025
3	Men's Homeless Shelter	Short-term homeless shelter for single men	Housing, Employment	Jane Doe	456 Forest Place	homelessshelter.org	Men 18+	Birth Certificate and valid ID	Complete and email referral form in notes to listed contact.	5	Referral form	Jane Williams 8/27/24	The staff here are very nice and eager to answer any and all questions. Make sure you date the referral form	8/27/2024
4	Social Security Administration	Benefits and Medicare	Benefits	No main contact. Call general number: 1-800-772-1980	1400 D St	https://www.ssa.gov/	65+ or have a disability. See eligibility checker here https://www.ssa.gov/prepare/check-eligibility-for-benefits/questionnaire/who	Proof of eligibility depending on reason for application	Fill out application on SSA website. If issues with card, go in-person to office to resolve with a representative.	3	SSA website application	John Smith (on 1/5/2024)	Client needs to find ID, may need to consider replacement	1/8/2025
5	Susan's Place	In-patient and out-patient mental health treatment for youth and adults	Mental Health Treatment	Susan Johnson sjohnson@susansplace.org	345 Park Avenue	susansplace.org	14+ (under 18 must have consent from guardian)	Valid insurance, birth certificate, psychosocial evaluation	Complete and email referral form in notes to listed contact.	3	Referral form	Jane Williams 8/15/24	Open beds are limited. Need to get a psychosocial from outside med provider for full referral. Reach out to Susan via email with any questions.	8/24/2024
6	Workplace for Tomorrow	Job-readiness training and employment assistance	Employment	John Smith (123) 456-7890	111 Howard Ave	workplace4us.org	18+	GED and valid ID	Email j.smith@workplace4us.org with client name and DOB. John will set up an in-person intake appointment	3	N/A	John Smith 7/15/24	This is an in-person only program. No virtual option for participants.	8/27/2024
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