1008-5          FAMILY PROGRESS REVIEW FORM DIRECTIONS

The FPRFamily Progress Review is a tool used to generate and document a conversation about the family's prior 12 months on assistance, their current status, and to plan for activities that will move the client towards self-sufficiency. Some sections of the form, as indicated below, may be completed before meeting with the client; other sections are directly based on interaction with the client.

Note:

This is an electronic eForms document. Open TA 15Family Progress Report - Case Summary and Recommendations. Double click on the yellow highlight to enter information. The text boxes will expand as more space is needed. If you cannot enter information or do not see the yellow highlights, you may need to change the compatibility mode or "View" on your computer. Check with your local leadership or Information Technology (IT) office for assistance. Once client information has been entered, this document cannot be saved to eForms. Local offices will establish procedures for saving partially or fully completed FPRFamily Progress Review form(s).

Section I - Household Information

• Gather the Household Information data from CMSCase Management System and confirm its accuracy with the client.
• Enter the date of the last FPRFamily Progress Review found in CLNOClient Notess. If this is the first FPRFamily Progress Review, 12 months of assistance used, enter "N/A" in the section "Date of Last Family Progress Review."
• If the family needs an interpreter, make appropriate arrangements through a qualified interpreter and note the name and contact information for the interpreter. See the Admin MS 100-6 for interpreter guidelines. While Work Services providers may use the same interpreter services as DPADivision of Public Assistance, the services must be paid by the Work Services provider. Please contact your local leadership for guidance.
• Note all meeting attendees in the FPRFamily Progress Review appointment by name and role in the family's life (i.e. Jane Doe, Counselor; Sally Helper, Infant Learning).

Section II - Summary of Prior Progress Reviews

This section may be completed prior to meeting with the client. If so, briefly review the summary and findings with the client prior to moving forward. Make adjustments to the findings if the client provides additional insight. Any adjustments or differences in perception must be noted in a CLNOClient Notes.

If this section is completed with the client, confirm progress on activities and use their words as often as possible as you complete the section.

If this is the first FPRFamily Progress Review and they have not previously had a Family Quarterly Progress Review (now discontinued), note "N/A" in question 3. If they have had prior Family Quarterly Progress Reviews, refer to the Findings and Recommendations section of those documents, or CLNOClient Notess from those events, to complete this item.

Sections III through V

Complete these sections with the client. Use the client's words as much as possible in the documentation. If you paraphrase the client's reply, confirm that your words are an accurate representation of the client's thoughts. If someone other than the client offers a reply to a question, check with the client to confirm, and ask the client to put the statement in his or her own words for the FPRFamily Progress Review documentation.

If the client discloses new medical information, make a plan to gather appropriate documentation to be summarized in Section VII - Summary and Recommendations.

If the client does not address an issue identified or suspected in the prior 12 months of Work Services case management, bring it up and ask whether is is a current issue. If the client identifies that the issue has been resolved, describe the resolution.

Section VI - Household Budget and Expenses

When you click into the budget form, an embedded Excel document will open. The Excel document will add the figures entered into the form.

Income:

Enter the client's benefit amounts for each program through which they receive resources. If a client indicates that they do not receive program benefits for which they may be eligible, consider whether a referral is appropriate in the new FSSPFamily Self Sufficiency Plan.

Expenses:

Clients will likely provide estimates for most of the expense categories. A client may not have all of the expenses on the spreadsheet (i.e. their rent may include water/sewer, heat and/or electricity). List the expense even if it is currently being partially or fully paid by supportive services through DPADivision of Public Assistance or other agency involvement (transportation/gas, tuition, etc.).

Note:

If the client is interested in a more accurate budget, provide a separate copy of this form and encourage them to enter their actual expenses over a month. Refer the client for budgeting assistance through an appropriate financial institution if they express interest in further exploring this issue. As an example, consider providing the "Behind on Bills" curriculum at https://www.consumerfinance.gov/your-money-your-goals/ or the free app and website "Mint" provided by TurboTax as https://www.mint.com for self-guided budgeting assistance.

Questions one through four are a critical part of helping the client understand that they are able to make some changes to improve their financial situation. While you may offer some broad examples to increase income or decrease expenses, remember that specific budget decisions must fit within the client's priorities and values.

Section VII - Summary and Recommendations

Use this section to highlight the critical issues brought forward during the discussion. You may note successes, challenges, new information, new opportunities, etc. Provide a brief description of the changes that will be made to the FSSPFamily Self Sufficiency Plan based on the FPRFamily Progress Review. Copy the summary and recommendation into CLNOClient Notes.

If this is an Extension Staffing, copy the Summary and Recommendations with the extension decision into a CLNOClient Notes and enter the Extension Staffing Decision (only) into a CANOCase Note.