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● A summary of the case management meeting; client's progress in the EF activities in which they are enrolled; and any goals, barriers, and challenges completed/identified for the EF client. ● Resources (approved volunteer sites, clothing, informational flyers) provided or offered during the case management meeting. ● Supportive payments offered (and if they were issued or denied) during the case management meeting, including why the supportive payment was reasonable and necessary to participate in the program (see the Supportive Payments section for more details). ● Any referrals made to other service providers during the case management meeting on behalf of the client. Examples include: ○ Community resources, higher education, or public transportation. ● Next steps, including but not limited to: the next appointment date and time for the EF PO worker and the EF client to meet, and any new objectives/goals for the worker and client.

Below is a blank case comment template that encompasses all required aspects of a detailed progress monitoring case comment, which EF PO workers may find useful: 1. Date of Meeting: 2. Summary (Activity Progress/Goals/Barriers): 3. Resources Provided (Clothing, Flyers, etc.): 4. Supportive Payments Offered/Issued/Denied (and Reasoning): 5. Referrals to Other Service Providers: 6. Next Steps (Next Appt., and New Objectives/Goals):

A progress monitoring case comment, even if the progress monitoring is an attempt to follow up with the client, must be documented in CBMS at least once a month.

Co-Enrollment

EF POs offer unique service delivery models that, when paired with another EF PO, provide effective wraparound support for SNAP recipients. This section guides EF POs on how to effectively co-enroll clients and work collaboratively to support clients in meeting their employment goals.

Types of Co-Enrolled Clients. A client may sometimes seek services or support that are not offered by their current EF PO but are available through another one. Currently, there are existing co-enrolled clients and those who want to become new co-enrolled clients.

For existing co-enrolled clients, EF POs are required to routinely review CBMS for signs of a client already receiving services from another EF PO. This includes checking ISPs, case comments, and EF activities.

When an individual is interested in becoming a new co-enrolled client, the EF worker must review the situation with the client and discuss whether co-enrollment with two Last updated: July 9, 2026

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