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787 Chapter 4:Working with families • Section 3: Case plan development (07/2026) Case plan development Introduction Case plan development is a process that continues throughout the life of a case. Information that informs the development of a case plan is gained during all conversations with the participant, from eligibility intake, through assessment, screenings and ongoing appointments. Case plans are individualized and developed in partnership with the participant. Plans should be built on strengths, resources and goals and should reflect what the participant believes to be achievable. Included in the plan should be activities that support the participant in meeting their goals, reducing or eliminating barriers, and promoting family stability. The case plan development requirements for Medicaid Long-Term Care (LTC) services are different than those of other programs. Case plan development information for LTC can be found on APD’s Case Management Staff Tools page and will not be addressed in this section. Plan requirements Case plans are required for individuals in the JOBS, REP, SFPSS and TA-DVS programs. The plans should be used as an agreement between the participant and SSP. Details should include activities the participant feels will help them move forward as well as support services SSP has agreed to provide. Case plans should be reviewed regularly and modified when circumstances change. Plans for JOBS participants are in effect even if they are not signed. This allows SSP to create plans following phone calls or home visits with the participant, even if there is no option to print and sign a formal plan. For TANF applicants, the case plan should be developed by the end of the initial screening and assessment process. All screenings and assessments should be offered before a plan is documented. Oregon Administrative Rule(s) 461-001-0025 — Definitions of Terms, Components, and Activities; JOBS, Pre-TANF, TANF 461-190-0151 — Case Planning; JOBS, Pre-TANF, REP, SFPSS, TA-DVS Plan expectations • Case plans are individualized, based on the unique needs of each participant. • Participants are in charge of their own plan and they, rather than SSP, should be primarily responsible for determining the actions on their plan. • Individuals are informed about their rights to develop a plan, choose whether to release information and decide if individuals outside of the benefit group are included in the planning process. • For individual in the TA-DVS program, initial case plan development should focus on any immediate safety concerns. Ongoing plan development should look at both safety issues and stabilizing the family from the effects of domestic violence.