Intake & Assessment Toolkit

Recommendations & Guidelines for a Comprehensive and Inclusive Intake & Assessment process consistent with ADA & WIOA Expectations

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1.    Initial Contact

  • Contact Information (begin Preliminary data collection via agency or CALIS form)
  • Student’s Interests & Goals  (literacy or employment goals/reason for calling/coming)
  • Student’s special needs (any unique physical, emotional, or learning needs)
  • Intake Appointment scheduled (based on preliminary data and  “yes” to the essential question)

2.    Intake Appointment

  • Personal Interview  (begin Critical data collection via personal interviews and assessments)
    • History of Participation in programs (Indicators of Engagement, readiness, social & emotional needs, barriers, etc.)
  • CASAS Appraisal (or other appropriate literacy assessment)
  • Educational Background Screenings (for class placement and instructional level – 1 hour)
    • Educational Background Form
    • Reading Comprehension Interview (to inform reading diagnostics for placement)
    • Writing Assessment (prompts & rubric)
    • Other appropriate assessments

3.    Disclosure (s)

Finalize Critical data collection, including obtaining signed disclosures, prior to enrollment. Ideally, this information was discussed during the preliminary stage making this step a formality. Consult with your agency ADA Designee, as-needed, regarding this section:

  • How to Access Special Accommodations (this is mandatory)
  • Disclosure Statements (Release of Confidential Information on agency letterhead)
  • Physical and Mental Health (undiagnosed conditions, special needs or supports)
  • Eligibility to Work (I-9 Form), IRS/Work Permit
  • BCI Report, Employment History and References  (as-needed)

4.   Enrollment

This section is specifically for collection of Placement data which will inform instruction.

  • Enrollment Form (includes steps to enrollment, a copy is provided and explained)
  • CASAS Pre-Testing (the literacy appraisal/assessment determines the pre-test)
  • Reading Diagnostics (it will require approximately 1 hour to complete all 4 components)
    • a.       Comprehension              b. vocabulary                    c. fluency                 d. alphabetics
  • Placement (scheduled for classroom instruction, on-site or off-site tutoring, distance learning)

5.   Placement

  • Placement data is also considered to be Planning data which can/should be used to develop a customized, learner-centered instructional plan
  • Use of an individual student Profile Sheet helps to capture and track all assessment data
  • Next Step: FULL PROGRAM ORIENTATION!