North Carolina Coalition to End Homelessness

BoS Coordinated Assessment

Coordinated assessment increases efficiency in homeless services by standardizing how people access programs and coordinating referrals. Under the HEARTH Act, HUD requires all CoCs to implement coordinated assessment. The Balance of State CoC is implemeting a decentralized coordinated assessment system, with each Regional Committee selecting the model that best fits its resources and community needs.

Information

Document Description View
Coordinated Assessment Written Standards The Coordinated Assessment Written Standards provide an outline for coordinated assessment policy and procedures the Balance of State CoC. view pdf
BoS Coordinated Assessment Toolkit Detailed outline of the structure, scope, and process of coordinated assessment in the BoS (24 pages) view pdf
BoS Coordinated Assessment Explainer Introduction to coordinated assessment and overview of how it will work in the BoS (2 pages) view pdf
BoS Coordinated Assessment Workshop Slides with Notes PowerPoint slides with notes from coordinated assessment workshops view pdf
211 Updating Instructions Step-by-step instructions for Regional Committees to review and update (as needed) local NC 211 directory (emailed to Regional Leads and coordinated assessment leads) view pdf
211 Updating Training Recorded demonstration of how to update NC 211 directories (33 minutes) watch online traiing
Obtaining Approval for Changes to Regional Plans Many changes to CA plans can be approved at the local Regional Committee level, but some require CAC pre-approval. This document outlines the CoC policy on who can approve changes to CA plans.  view pdf
Request CAC Approval for CA Plan  If a Regional Committee would like to make changes to their CA plan that requires CAC approval (see policy above), please complete this form and the CAC will review at their next meeting. link to online form

 

Outcome Reporting

Regional Committees implementing Coordinated Assessment are required to report on outcomes quarterly. Outcomes are due to the Balance of State Coordinated Assessment Council (CAC) on April 15th, July 15th, October 15th, and January 15th. Each report should include information pertaining to the previous 3 months.

CA Outcome Resources
View
Recorded training on the CA Outcome Form, Tally Sheet and Outcome Report (43 minutes)
The playback works best in Firefox or Safari web browsers.
watch online training
CA Outcome Form (required) complete Google Form online
CA Outcome Tally Sheet (optional) download pdf

 

Plan Materials

Each Regional Committee will submit a plan detailing the local coordinated assessment system. Plans are reviewed by NC BoS staff for threshold requirements and then submitted to the Coordinated Assessment Council (CAC) for in-depth assessment.

CA Plan Documents View
CA Plan Template (fillable form) download pdf
CA Plan Appendices download Excel file
Sample MOU Template

download pdf

download Word doc

Sample Release of Information download Word doc
Coordinated Assessment Core Elements - Core elements of strong coordinated assessment plans, as identified by the Coordinated Assessment Council view pdf
Good Examples of Coordinated Assessment Plan Elements view pdf

 

Assessment Tool Materials & Training

PART ONE: Prevention and Diversion Screen
  Document      Description View

Prevention and Diversion Screen document

2-page document view pdf

Prevention and Diversion Screen training

10 minute Prezi watch online training
PART TWO: VI-SPDAT

Document

Description View
BoS VI-SPDAT training for singles and families 1hour 15 minute Prezi view pdf
VI-SPDAT version 2 - Single Adults

Full version with appendices - 11 pages view pdf
VI-SPDAT version 2 - Single Adults Assessment only - 5 pages view pdf
VI-SPDAT version 2 - Families Full version with appendices - 13 pages view pdf
VI-SPDAT version 2 - Families Assessment only - 7 pages view pdf
Step-by-step instructions for Regional Committees re: changing from version1 to version 2 of the VI-SPDAT Specific info for BoS Regional Committees view pdf
VI-SPDAT version 2 Backgrounder from Orgcode General info view pdf
PART THREE: Case Management Tool
Document Description View
Case management tool document 2-page document view pdf
Case management tool training 14 minute Prezi watch online training

 

Coordinated Assessment Council (CAC)

The CAC is a standing committee of the NC BoS Steering Committee to advise and offer technical asssistance on issues related to coordinated assessment. The CAC is composed of statewide experts and representatives from across the BoS CoC.

Statewide Representatives
Ellen Blackman DHHS - Key & Targeted Program
Angela Harper DHHS - Mental Health, Best Practices
Fredrika Cooke NC Housing Finance Agency
Heather Black United Way of North Carolina/2-1-1
Dana Mangum NC Coalition Against Domestic Violenct
Marsheta Boyton US Department of Veterans Affairs
Denise Neunaber NC Coalition to End Homelessness
CoC Representatives
Kim Crawford Allied Churches of Alamanace County shelter and RRH program
Susan Pridgen United Way of Onslow County RRH program
Candice Rountree Wilson County Department of Social Services
Teena Willis Partners Behavioral Health Management PSH program
Vanessa Colvin Family Promise of Lee County

 

Coordinated Assessment Plans

 Regional Committee  CA Plan Materials
 Status
 AHRMM

 Regional Committee Overview
 Plan
 Diagram

APPROVED
 Alamance  Regional Committee Overview
 Revised Plan
 Diagram
APPROVED
 Beaufort

 Regional Committee Overview
 Plan
 Individuals Diagram
 Family Diagram

APPROVED
 Burke

 Regional Committee Overview
 Revised Plan
 Diagram

APPROVED
 Caswell

 Regional Committee Overview
 Revised Plan
 Diagram

APPROVED
 Catawba

 Regional Committee Overview
 Plan
 Diagram

APPROVED
 Chatham

 Regional Committee Overivew 
 Plan
 Diagram

APPROVED
 DISSY  Regional Committee Overview
 Revised Plan
 Diagram - Families
 Diagram - Single Females
 Diagram - Single Males
APPROVED
 Down East  Regional Committee Overview
 Revised Plan
 Diagram
APPROVED
 Foothills  Regional Committee Overview
 Revised Plan
 Revised Diagram
APPROVED
 Henderson  Regional Committee Overview
 Revised Plan
 Revised Diagram
APPROVED
 Hertford

 Regional Committee Overview 
 Plan
 Diagram

APPROVED
 Johnston

 Regional Committee Overview
 Revised Plan
 Diagram

APPROVED
 Kerr Tar  Regional Commitee Overview
 Revised Plan
 Diagram
APPROVED
 Lee Harnett

 Regional Committee Overview
 Revised Plan
 Revised Diagram

APPROVED
 Neuse Trent  Regional Committee Overview
 Revised Plan
 Revised Diagram
APPROVED
 Onslow  Regional Committee Overview
 Revised Plan
 Diagram - Families 
 Diagram - Individuals
APPROVED
 Piedmont

 Regional Committee Overview
 Plan
 Diagram

APPROVED
 Pitt

 Regional Committee Overview
 Revised Plan
 Diagram

APPROVED
 Randolph  Regional Committee Overview
 Plan
 Diagram
APPROVED
 Rockingham  Regional Committee Overview
 Plan
 Diagram
APPROVED
 Rutherford Polk  Regional Committee Overview
 Plan
 Diagram

APPROVED

 Southeast

 Regional Committee Overview
 Revised Plan
 Diagram

APPROVED
 Southwest

 Regional Committee Overview
 Plan
Participating Agency List (cont)
Diagram

APPROVED
 Transylvania

 Regional Committee Overview
 Revised Plan
 Diagram

APPROVED
 Twin County

 Regional Committee Overview
 Revised Plan
 Diagram

APPROVED
 Wilson-Greene  Regional Committee Overview
 Revsied Plan
 Revised Diagram
APPROVED
Category: practice | Sub Category: balance of state coc