CWES In-House Assessment Referral Procedures

Clients may be referred to CWES Assessment when the referral criteria is met. The referring EC takes the following actions:

• Completes WTW 2 for Assessment. The reason why the client is being referred must be included under the “Additional Comments” section of WTW 2.
• Schedules an Assessment appointment by calling (408) 758-3798 for the next available Individual Assessment appointment or in CalSAWS for Group Assessment.
• Issues the “Self-Assessment” (SCD 1771) to the Client.
• Advises the client to take the SCD 1771 to his/her Assessment appointment.
• Advises the client, if active with the State DOR, to bring a copy of the IPE to the appointment.
• Submits appropriate documents to be scanned for Imaging.
• Schedules concurrent/filler activities such as LinkedIn Learning, if needed to meet hourly requirements.