Orientation and Appraisal - Completion of the Appraisal Interview

The EC must complete an interactive face-to face appraisal interview including administering the LD Screening Tool with the client. The purpose of the appraisal interview is to review the forms completed and during the orientation, evaluate the client’s education, work history, and personal history information. In addition, the EC will review and discuss the SCD 2503 with the client, time remaining on the CalWORKs 60-month Time of Aid Clock, any previous post assessment WTW plan, IDM information, and CalWIN history to help client determine the appropriate WTW activity to develop the client’s initial WTW plan. Supportive services are assigned to support the client’s WTW Plan.

Note: The following forms are used in the LD screening process: “Learning Needs Screening” - county’s copy (WTW 18) or (WTW 48 - Spanish), “Learning Needs Screening” - client’s copy (WTW 19) or (WTW 49 - Spanish); “Waiver of LD Screening and/or Evaluation” (WTW 17); and “Permission to Release Learning Disabilities Information” (WTW 20). If the LD screening is completed in OCAT, the WTW 18 is not used. LD screening must not be completed in OCAT for languages other than English.

During the interview the EC will also work with the client to identify Mental Health issues, Substance Abuse issues, possible exemptions, and any potential barriers to WTW participation and request additional information in order to determine status and make appropriate referrals for services. At any time during the appraisal process a recipient may be identified as needing domestic abuse services and/or a waiver/exemption of program requirements.

A recipient who is granted FS may participate in the FS program as his or her initial engagement activity.

An individual participating in an appraisal will not be subject to the Noncompliance process for failure or refusal to answer individual questions during the appraisal interview.