Family Services (FS) - Monitoring Plans

The Family Services (FS) Associate Employment Counselor (AEC)/Employment Counselor (EC) follows the steps below when monitoring Family Plans:

Receives the case and conducts a case review of the FS Plan, actions, needs, barriers, and consults with the multi-disciplinary team as needed.
Consults weekly with the Employment and Housing Focus Team.
Monitors the FS Plan activities and timelines by providing ongoing contact ranging from daily to weekly, depending on the client’s situation.
Follows up with Abode and updates CalSAWS accordingly.
Updates FS activity status(es) in the Customer Activity Detail page.

If Client...	Then...
Agrees to resume,	Updates the FS Plan, timelines, goals, needs, barriers, and service arrangements as appropriate.
Requires a deferral for Good Cause for less than 30 days,	Enters Welfare-to-Work (WTW) 'Good Cause' in the activity Status field in the Customer Activity Status Detail page. Reviews the FS Plan at the end of the deferral period.
Requires deferral for Good Cause for more than 30 days,	Ends the WTW Agreement and activity(ies) (if applicable) in CalSAWS. In the WTW Status Detail page, updates the WTW Program Status field to 'Good Cause', selects the appropriate Status Reason in the Status Reason field.
Requires an Exempt-Volunteer Status	Follows the established Exempt-Volunteer procedures.
Requires an Exemption or Exempt-Volunteer Status ends,	Follows the established Exemption or Exempt-Volunteer procedures.
Does not agree to resume or does not respond,	Ends the FS Plan and activity(ies). Issues the FS Change in Program Status (FSP 3) in CalSAWS. Schedules the client to sign a Welfare-To-Work Plan Activity Assignment (WTW 2).
Shows,	Determines the next WTW 2 activity.
No shows,	Records the denial in CalSAWS, the DEBS Referral Application System, and the Employment Connection Application (ECA) following step 4 above. Initiates noncompliance by following the current business process.
Completes FS Plan requirements and signs WTW 2,	Ends the FS Plan (FS Stand-alone or FS-integrated) and activities. Updates the Family Stabilization Detail page by selecting the Case Person from the drop-down list in the Name section. Then, selects 'Yes' if it was an FS stand-alone case, or 'No' if it was an FS-integrated case, under the Transitioned to WTW section. Schedules the client to sign a WTW 2 and enters the WTW 2 Agreement and activity(ies) in CalSAWS. Enters the appropriate need(s) and service arrangement(s). Transfers the case per existing procedures.
Completes FS Plan requirements and does not sign a WTW 2,	Attempts to re-engage the client into WTW. If unable to engage the client, follows the noncompliance process.
Is not meeting FS Plan requirements,	Consults with the FS multi-disciplinary team for corrective action. Contacts the client to attempt re-engagement in FS or to determine if FS is still needed.
Agrees to resume,	Updates the FS Plan, timelines, goals, needs, barriers, and service arrangements as appropriate.

6. When a client completes the FS Plan or is not meeting the FS Plan requirements, refer to the table below to take the appropriate actions.

If Client...	Then...
Completes the FS Plan requirements and signs a WTW 2,	Ends the FS Plan (FS Stand-alone or FS-integrated) and activities. Schedules the client to sign a WTW 2 and enters the WTW Agreement and activity(ies) in CalSAWS. Updates the Person(s) section on the Family Stabilization Detail page by selecting the client's name in the Name drop-down list, and in the Transitioned to WTW drop-down list select 'Yes' if it was an FS stand-alone case, or select 'No' if it was an FS-integrated case. Enters the WTW 2 Agreement in CalSAWS. Enters the WTW activity(ies) and service arrangements. Transfers the case per existing procedures.
Completes the FS Plan requirements and does not sign a WTW 2,	Attempts to re-engage the client into WTW. If unable to engage the client, follows the noncompliance process.
Is not meeting the FS Plan requirements,	Consults with the FS multi-disciplinary team for follow-up. Contacts the client to attempt re-engagement in FS or to determine if FS is still needed.

7. Adds a Journal Entry using 'WTW' in the Journal Type field and 'Family Services Case Update' in the Short Description field.

Family Services (FS) - Monitoring Plans

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