Release 73:  Effective April 1, 2014

Case Management -
B.  Client Assessment


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Intent: Assessment is an ongoing process that occurs in all client contacts to gain and maintain an understanding of strengths and needs of the client and the whole family. We use assessment information to match clients with the most suitable self-sufficiency-enhancing services.


  1. Screening and assessment requirements

    SNAP, REF and TANF applicants and recipients must cooperate in determining employment status.

    General Provisions; Employment Programs: 461-130-0305

    The My Self Assessment (DHS 7823) form is the designated initial screening tool to be completed by TANF-eligible adult applicants and reviewed by case managers prior to development of a case plan. The Department of Human Services (DHS) is responsible for assisting the client if they need help completing the form.

    TANF and REF applicants must receive an initial orientation to the JOBS program and be provided with information about services and support through other DHS programs such as FS&C, Post-TANF, SFPSS and TA-DVS.

    All potential OFSET participants must complete an assessment before a case plan is completed.

    All potential JOBS participants must be offered screenings for domestic violence, learning needs, alcohol and drugs (A&D), mental health and physical health.

    In the TA-DVS program, safety concerns must be assessed within eight working hours.

    In Pre-TANF and ongoing programs such as JOBS, Post-TANF, SFPSS and TANF, family stability and employment readiness concerns will be continually assessed through program participation, work with partners and ongoing contacts with the client.

    Definitions; SNAP OFSET Components and Activities: 461-001-0020
    Definitions of Terms, Components, and Activities; JOBS, Pre-TANF, Post-TANF, TANF: 461-001-0025
    TA-DVS; Application for Assistance and Effective Dates: 461-135-1220
    Limits to OFSET Components and Activities: 461-190-0310

    Screening and assessment information includes client strengths, interests, disability concerns, family circumstances, JOBS status and vocational aptitudes and preferences. This information is then used to mutuallly determine an employment goal, level of JOBS participation and necessary support services.

    Definitions of Terms, Components, and Activities; JOBS, Pre-TANF, Post-TANF, TANF: 461-001-0025

    Assessment includes an initial screening of the client for possible disabilities that would affect participation and the choice of the case plan activities. The Americans with Disabilities Act of 1990 (ADA) and section 504 of the Rehabilitation Act of 1973 (section 504) protect individuals from discrimination based on physical, mental, cognitive or learning disabilities. Access to employment and self-sufficiency services and supports must exist for all clients regardless of disability status, and case plan activities should be reasonably modified, if necessary, to allow clients with disabilities to participate. Clients are also provided reasonable accommodations in order to participate in TANF/JOBS services and activities.

    F SEE SECTION M.2 (TF-M.2) IN THE TANF CHAPTER FOR MORE INFORMATION ON HOW ADA AFFECTS JOBS PARTICIPATION REQUIREMENTS.


  2. Screening and assessment expectations

    The following types of assessment in 3, 4 and 5 are appropriate for clients in any program, including SNAP and ERDC. Employed clients may move quickly to the retention assessment.


  3. Initial screening and assessment

    Initial assessment establishes the level of past and current client and family functioning. It also identifies what has improved or impaired self-sufficiency in the past. The My Self Assessment (DHS 7823), provides a format for completing an initial assessment that leads to an initial case plan.

    Prepare for the interview by reviewing application, file and narrative material for:

    Areas to cover in the initial screening and assessment include:


  4. Ongoing assessment

    Screening and assessment continues after the initial plan is developed and is a part of all ongoing client contacts. The purpose of ongoing assessment is to evaluate the effectiveness of the plan based on an expanding knowledge of client capabilities.

    Areas to cover:


  5. Retention assessment

    The purpose of retention assessment is to evaluate how capable the client and family are to continue improving self-sufficiency and enhance wages. Assess for retention issues from the first contact with the client so that case plans can address these issues right away.

    Areas to cover:


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