Job Details

ORGANIZATION: SHELTER, Inc. is an independent, community-based non-profit organization created in 1986 to lead the effort to eliminate homelessness. We currently operate in Contra Costa, Solano and Sacramento counties.

MISSION: To prevent and end homelessness among low-income, homeless, and disadvantaged families and individuals by providing housing services, support and resources that lead to self-sufficiency.

 

JOB TITLE:             Case Manager

STATUS:                Non-exempt/Full Time

TEAM:                     Programs

REPORTS TO:          Program Manager or Program Director

SUPERVISES:         None

 

PURPOSE of ROLE: This position assists and aids program participants with effectively setting, managing and attaining their goals to become self-sufficient and financially independent whether through employment or assistance with social services. The Case Manager may perform home visits, work a flexible schedule, and must be willing to accommodate participants who are available only during the evening or on weekends.

RESPONSIBILITIES:

INTAKE & ASSESSMENT

• Screen prospective program participants for eligibility. Provide complete information regarding program services, expectations, rights and responsibilities.
• Obtain and review necessary case acceptance authorizations/consents including income verification and other documentation to determine eligibility for program and services; review with supervisor.
• Complete assessments including HMIS Intake, VI-SPDAT, and Housing Retention Assessment and use information to evaluate participant strengths, needs, and risk indicators.

CASE PLANNING & MONITORING

• Conduct interviews, access resources to gather information for factual base for formulating a plan.
• Critically analyze the information collected during the assessment phase and apply it to the planning process.
• Demonstrate knowledge of participant health and social risks, applying appropriate risk stratification.
• Clearly communicate knowledge of health and/or social service delivery models to participants.
• Establish participant goals based on resource utilization, consensus, and the level of care required.
• Accurately document information in the established record system.
• Share participant care plans with support staff.

• Ensure timely completion of all case planning and implementation activities.
• Set effective follow-up dates for care plan interventions.
• Perform routine comprehensive, independent reassessment of participant status and progress toward achievement of plan goals. Make adjustments in writing as appropriate.
• Utilize existing community resources in providing care/services to meet goals.
• Adhere to agency procedures to connect with other SHELTER, Inc. services and staff support.
• Proactively recommend care plan adjustments to improve outcomes when situations remain static or regress.
• Maintain accurate, up-to-date documentation in the established case management record system.
• Communicate changes in eligibility for services and financial assistance during program participation verbally and in writing.
• Act in accordance with confidentiality laws and procedures regarding the release of information, consent, domestic violence reporting, and mandated reporting.
• Plan for, review with participant, and conduct appropriate closure of cases against specified criteria when resulting from program completion or voluntary exit.
• In case of involuntary discharge/termination, or other adverse action, work with the program manager to ensure all procedures are followed.
• Provide post-placement and/or post-exit support as indicated by program or participant needs.
• Maintain post-placement contact with participants to document housing status at 1, 2, 3, 6, 9, and 12 months after participation.
• Participate in internal and external case conference/case coordination meetings.
• Stay informed on best practices in social services and housing placement fields.
• Build and maintain connections to internal and external service resources.
• Manage a caseload of 20-50 households, depending on service type, ensuring regular contact with participants and service partners.
• Share information with program participants related to personal/family budgeting and financial management, including support with filing tax returns, filing for Earned Income Tax Credit, banking and credit repair.
• Help participants connect with public and private services to support their stabilization, following up on referrals to ensure progress.
• Ensure participant(s’) minor children are enrolled in school and other services.
• Regularly update the supervisor on challenges in participant progress, providing recommendations for service transfers, discontinuations, or extensions.
• Contribute to progress reports for internal and external stakeholders as directed.
• Complete required and skill-enhancing training sessions.

DATA & DOCUMENTATION

• Follow established procedure for opening service file.
• Keep all relevant service data up to date in HMIS system and maintain case files in accordance with applicable guidelines, completing data entry immediately or no later than within 24 hours of service interaction.
• Comply with data integrity and security policies.
• Meet data quality standards by reviewing discrepancies in data received, verifying accuracy, requesting clarification and advising supervisor of issues related to data.
• Other duties as assigned.

EXPECTED PROFICIENCIES:

• Knowledge of social service resource systems and self-help intervention strategies.
• Independently counsel populations of mental health, substance abuse, homeless individuals
• Knowledge and skills in handling substance abuse and mental health issues.
• Knowledge of public benefits and financial resources available in the community.
• Ability to successfully develop relationships utilizing motivational interviewing techniques.
• Crisis intervention and conflict resolution skills including use of motivational interviewing, harm reduction approach, and trauma-informed care.
• Knowledge of family budgeting and money management.
• Thoroughness and accuracy with data collection, entry and quality control in a web-based database.
• Patience/tolerance and tact/diplomacy.
• Knowledge of family budgeting and money management.
• Clear/firm-yet-flexible boundaries, consistent energy level and positive demeanor.
• Thoroughness and accuracy with data collection, entry and quality control in a web-based database.
• Professionalism: high level of integrity and strong ethical values show capacity to maintain highest standards of confidentiality with all records, including organizational and individual information.
• Strong oral/written communication and listening skills.
• Self-motivated and accountable for work time and other agency resources.
• Quality control: demonstrates accuracy and thoroughness, monitors own work to ensure quality and applies feedback to improve performance.
• Well organized: able to effectively manage multiple assignments to meet project deadlines.

REQUIRED QUALIFICATIONS:

• Bachelor’s degree in social services or a related field, certification from a four-year program, or a combination of education and experience that demonstrates the ability to help individuals from crisis or traumatic situations develop self-sustainability.
• Experience working with low income and/or homeless populations.