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Case Manager - SHELTER Solano

ORGANIZATION: SHELTER, Inc. is an independent, community-based non-profit organization created in 1986 to lead Contra Costa County's effort to eliminate homelessness.

MISSION: To prevent and end homelessness among low-income, homeless, and disadvantaged families and individuals by providing housing services, support and resources that lead to self-sufficiency.

PURPOSE of ROLE: This position assists and aids program participants with effectively setting, managing and attaining their goals to become self-sufficient and financially independent whether through employment or assistance with social services. The Case Manager may perform home visits, work a flexible schedule, and must be willing to accommodate participants who are available only during the evening or on weekends.



Screen prospective program participants for eligibility. Provide complete information regarding program services, expectations, rights and responsibilities.

Obtain and review necessary case acceptance authorizations/consents including income verification and other documentation to determine eligibility for program and services; review with supervisor.

Complete assessments including HMIS Intake, VI-SPDAT, and Housing Retention Assessment and use information to evaluate participant strengths, needs, and risk indicators.


Conduct interviews, access resources to gather information for factual base on which to formulate a plan.

Critically analyze information gathered during assessment phase and apply in the formulation of a plan.

Demonstrate knowledge and understanding of participant health and social presenting risks and apply appropriate risk stratification.

Convey knowledge of health and/or social service delivery model to participants.

Establish participant goals based on appropriate resource utilization, participant consensus, and level of care and services required.

Document accurately in established record system.

Communicate participant care plan with support staff.

Provide timely completion of all case planning and implementation activities.

Apply effective follow-up dates to care plan interventions.

Perform routine comprehensive, independent reassessment of participant status and progress toward achievement of plan goals. Make adjustments in writing as appropriate.

Utilize existing community resources in providing care/services to meet goals.

Follow agency procedures to link with other SHELTER, Inc. services and staff supports.

Pro-actively promote appropriate adjustments in the care plan to enhance outcomes when situation is static or regressive

Maintain accurate, up-to-date documentation in the established case management record system.

Communicate changes in eligibility for services and financial assistance during program participation verbally and in writing.

Act in accordance with laws and procedures governing confidentiality, release of information, consent, domestic violence reporting, mandated reporting, etc.

Plan for, review with participant, and conduct appropriate closure of cases against specified criteria when resulting from program completion or voluntary exit.

In case of involuntary discharge/termination, or other adverse action, work with program manager to ensure all procedures are followed.

Provide post-placement and/or post-exit support as indicated by program or participant needs.

Maintain post-placement contact with participants to document housing status at 1, 2, 3, 6, 9, and 12 months after participation.

Participate in internal and external case conference/case coordination meetings.

Keep current on best practices in the social services and housing placement fields.

Connect and maintain liaison to internal and external service resources.

Carry a caseload of 20-50 (as determined by service type) households in need of housing assistance, maintaining regular contact with program participants, other service partners, etc.

Share information with program participants related to personal/family budgeting and financial management, including support with filing tax returns, filing for Earned Income Tax Credit, banking and credit repair.

Help program participants connect to public and private service resources available to assist them in attaining their stabilization, and follow-up on referrals to encourage participants forward momentum/progress.

Regularly report to supervisor on challenging issues that arise in participants progress, presenting recommendations for service transfers, discontinuances or extensions.

Participate in the process of preparing progress reports for internal and external customers as directed.

Complete/attend trainings as required and to enhance skills.


Follow established procedure for opening service file.

Keep all relevant service data up-to-date in HMIS system and maintain case files in accordance with applicable guidelines, completing data entry immediately or no later than within 24 hours of service interaction.

Comply with data integrity and security policies.

Meet data quality standards by reviewing discrepancies in data received, verifying accuracy, requesting clarification and advising supervisor of issues related to data.

Other duties as assigned.

SHELTER, Inc. Benefits:

Medical (Kaiser, Anthem Blue Cross, Sutter Health), Dental, Vision, Life Insurance, AD&D, LTD, EAP, Aflac Voluntary Insurances, MetLife PetFirst pet insurance, Flexible Spending Account, 403b Retirement Plan, 14 paid holidays (including one on or around your birthday) and 18 days of Paid Time Off to start!

To Apply: Click Here