Case recording for resource provider records should be completed quarterly, signed by the worker, and reviewed and signed by the supervisor. This documentation should include, at a minimum, the dates of the licensing worker’s home visits (which must be conducted quarterly) and who was seen at the visit, current number and type of placements, changes in household composition, licensing concerns, and progress on the Professional Family Development Plan, CD-100, (see Section 6 Chapter 2, In-Service Training). Documentation of progress on the CD-100 should include any training attended during the quarter and any training scheduled that address the needs identified in the plan. Quarterly documentation should also address any identified safety issues. The case narrative and documentation should be reviewed and signed quarterly by the licensing worker’s supervisor.
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