Policy Portal
 
The Policy Portal is a web page where staff can request services from the Policy Institute (new or revised policy, posting of FYIs/ITAs or changes to DCFS forms), download templates/cheat-sheets, sign up for policy updates, send questions, and view highlights of important policy changes.

 

Last updated 3/20/2026

Table of Contents

Policy Updates Page — Click here for the latest policy revisions

Requests for New/Revised Policy (updated 7/01/21)

Requests for New/Revised For Your Information (FYI) or Information Technology Alert (ITA)

Requests for New/Revised DCFS Forms

Requests to Place or Replace an Existing Form on CWS/CMS -- CURRENTLY ON HOLD DUE TO CWS-CARES TRANSITION

Requests for a New Management Directive (MD) or Changes to an Existing MD (updated 7/27/23)

The Top 20: Policy & FYI highlights (updated 3/20/26)

Helpful Links (updated 4/08/25)

How-To Guides and Other Resources for Staff (Templates, Tutorials, and more) (updated 4/01/22)

Critical Incident/Child Fatality Policy Info

About Case Transfers

If you want to get automatic updates of revised policies, click this button below to sign up:
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Do you have a child welfare, eligibility, human services aide (HSA) clerical policy or forms-related question? Send it to EDL-DCFS_Policy (Outlook) Policy@dcfs.lacounty.gov.

Do you have a Human Resources question about employee-related issues (e.g., overtime, employee conduct, vehicle accident claims, health and safety, Workers' Compensation, leaves of absence, work schedules, etc.)? Review the Human Resources Manual here, search their HR FAQ website and/or email your inquiry to HRHELP@dcfs.lacounty.gov

Requests for New Policy/Policy Changes, for New/Revised Forms, or to Post an FYI (For Your Information) or ITA (Information Technology Alert):

Requests for New Policy or Policy Changes — Instructions:

  1. For any change in policy (or new policy) that will result in a workload impact, the sponsor of this request (or a team member sponsor from the impacted program) must inform the Union of the requested change. Please contact Labor Relations countt@dcfs.lacounty.gov (Tiffany Countryman) to make these arrangements.

    • If, at the time of the request, workload impact has not been determined, but it is determined during the revision/development process, the Policy Institute will advise the policy sponsor and/or designee of their need to contact Labor Relations.
    • The revised policy will not be advanced through the review and approval process before the proposed change or draft is shared by the policy sponsor /manager with the Union.

  2. Complete the “Request for New Policy or Changes to Existing Policy” form including the appropriate Division Chief or Regional Administrator approval signatures.

  3. Email the request with any attachments to: DCFS Policy Revision Requests.

  4. Your request will be reviewed, a Policy Analyst will be assigned, and you will be contacted regarding any follow-up. If a Subject Matter Expert (SME) workgroup is needed for the revision or development of a policy, the Policy Analyst will request that you form and lead the SME workgroup (in which the assigned Policy Analyst will participate). The requesting manager should solicit represented staff to participate in the SME workgroup by going through Labor Relations.
    • The policy sponsor (or a team member sponsor from the impacted program) must be present at the specified Policy Review Committee (PRC) meeting during which that policy is scheduled for review. (PRC meetings occur on the 2nd Wednesday of every other month.)

F Y I
I T A

Posting of an FYI or Information Technology Alert (ITA) — General Instructions:

  1. Write (or revise, as needed) the FYI (or ITA) using the FYI template or ITA template, unless other arrangements have been made with the Policy section.(Note: ITAs are used for announcements about databases such as CWS/CMS, CWS-CARES, FCSS, SNAP, CACI TRAC, FCS, Automated CLETS, eForms, etc.).
  2. Complete the “Request to Post a For Your Information (FYI) or Information Technology Alert (ITA)” form including the appropriate Division Chief or Regional Administrator approval of the request.
    • Submit a request to the Policy Section to review your DRAFT FYI/ITA for policy compliance and workload impact prior to seeking Legacy 721/535 or 721/660 (Union) approvals. Email the approved “Request to Post an FYI/ITA” form with any attachments to: DCFS Policy Revision Requests.
    • Your request will be reviewed and you will be contacted regarding any follow-up and information as to when your request will be completed.
  3. If instructed by the Policy section, present the draft FYI to Legacy 721/535 or 721/660 (Union) for review and comment.
  4. Following the Legacy 721/535 or 721/660 presentation and any agreed to revisions of the draft FYI, email the draft FYI to the Office of the Senior Deputy Director (SDD) for final approval: nesj@dcfs.lacounty.gov and FORNIM@dcfs.lacounty.gov.
  5. Following the SDD approval of the draft FYI, forward the finalized and approved FYI to the Policy Section.
    • Email the approved final version of the FYI, any attachments and the “Request to Post an FYI” form with Senior Deputy Director signature to: DCFS Policy Revision Requests.
  6. The FYI/ITA number & release date will be assigned upon receipt of all of the above and the FYI/ITA will be posted as quickly as possible.
  7. On the Monday following the posting of the FYI or ITA, it will be sent via email blast to all DCFS staff.

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Go to the LA Kids Forms Page

Note: the Policy Section cannot edit most state or federal forms (e.g., SOC, JV, etc.).

Requests for a New Form or Changes to an Existing Form (including translation) — General Instructions:

  1. Write the new form or insert changes to an existing form using Word. (Forms written in Adobe may cause a delay in processing).
  2. Complete the “Request for a New Form or Changes to an Existing Form” form including the appropriate Division Chief or Regional Administrator approval of the request.
    • Submit a request to the Policy Section to review your new or revised form draft for policy compliance, workload impact and formatting consistency prior to seeking Legacy 721/535 or 721/660 (Union) approval. Email the approved “Request for a New Form or Changes to An Existing Form” with any attachments to: DCFS Policy Revision Requests.
    • Your request will be reviewed and you will be contacted regarding any follow-up and information as to when your request will be completed.
  3. If instructed by the Policy Section, present the new or revised form draft to Legacy 721/535 or 721/660 (Union) for review and comment.
    • Email the new or revised form draft and request to be placed on the agenda to Labor Relations: countt@dcfs.lacounty.gov
  4. Following the Legacy 721/535 or 721/660 presentation and any agreed to revisions of the new or revised form draft, present the new or revised form draft to the Office of the Senior Deputy Director (SDD) for final approval: nesj@dcfs.lacounty.gov and FORNIM@dcfs.lacounty.gov.
  5. Following the approval and any agreed to revision of the new or revised form draft, forward the finalized and approved form to the Policy Section.
    • Email the approved final version of the form, any attachments and the “Request for a New Form or Changes to an Existing Form” form with Senior Deputy Director signature to: DCFS Policy Revision Requests.
  6. The new form number (when applicable) and release date will be assigned upon receipt of all of the above and the form will be posted as quickly as possible.

CWS CMS

Requests to Place or Replace an Existing Form on CWS/CMS — General Instructions:
PLEASE NOTE: INFORMATION TECHNOLOGY SERVICES (ITS) WILL NO LONGER UPATE FORMS ON CWS/CMS DUE TO THEIR ONGOING TRANSITION TO ADOBE PDF FORM FILES IN PREPARATION FOR CWS-CARES.

  1. Complete the "Request to Place or Replace an Existing Form on CWS/CMS" form, including the appropriate Division Chief or Regional Administrator approval of the request.
  2. Email the approved "Request to Place or Replace an Existing Form on CWS/CMS," with the form attached, to: DCFS Policy Revision Requests.
  3. You will be contacted by a Policy Analyst to review and confirm your request. This Policy Analyst will be your primary contact for the progress of your request.

NOTE: The form must be submitted in Word 97-2003 (.doc or .dot) format – CWS/CMS does not accept .pdf (Adobe) documents. Additionally, templates and documents created in Word 2016 for use in CWS/CMS must be in Compatibility Mode. Only DCFS officially approved forms or changes to existing forms may be placed on CWS/CMS. If your form or changes to an existing form has not been officially approved, please review the requirements in “Request for a New Form or Changes to an Existing Form.” 

Requests for a New Management Directive (MD) or Changes to an Existing MD 

Management Directives (MDs) are published documents drafted by members of the Executive Team, Human Resources, Senior Management, and Program Managers that guide the conduct of business and provide standards and expectations for the DCFS Workforce. The Policy Institute serves a consultation and quality assurance role in the MD process, but does not author MDs. The current/revised MD template is available upon request.

General Instructions:

  1. Complete the "Request for a New MD or Changes to an Existing MD" including signatures from the appropriate Executive or Senior Management (i.e. Deputy Director, Administrative Deputy, Division Chief/ Regional Administrator, etc.).

  2. Email the request with any attachments to: DCFS Policy Revision Requests.

  3. Your request will be reviewed and you will be contacted regarding any follow-up and information as to when your request will be completed.

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The Top 20: Policy and FYI Highlights 

Top 20

For the latest New/Revised policies, policy release summaries, and FYIs, check out the New/Revised Policy page here.

  1. Do you know about the new documentation requirements for Assistant Regional Administrators (ARAs) when approving or denying placement of a child under the age of three (3) years old in a home in which there are already two (2) children under the age of three (3) years old? See Placement Capacity (revised 3/5/2026) for more details.

  2. Did you know that children age twelve (12) and older may consent to outpatient mental health treatment or counseling without meeting the prior higher-risk criteria, and that mental health providers are now required to consult with children when determining whether parent or guardian involvement is appropriate? Review Consent for Mental Health and/or Developmental Assessments and Services (revised 02/13/26) for more.

  3. Were you aware that Artificial Intelligence (AI) services and software, including but not limited to ChatGPT, Gemini, Monica, Atlas, and Copilot, shall NOT be used for the purpose of completing any non-public work-related tasks, including writing court reports and contacts, or anything else related to sensitive client information?  This instruction also prohibits the use of DCFS non-public information in outside or personal devices that have AI services and software applications. This includes for the purposes of taking notes in meetings or during supervision that include sensitive client or employee information. See FYI 26-04 for more information.

  4. Did you know that Supervised Independent Living (SIL) settings have been expanded and now include Transitional Living Settings (TLS) which may include such independent living settings as hotels, motels, designated rooms, or other alternative housing options (i.e., sleeping on a couch, church, youth resource center, Airbnb or Airbnb like housing, friend or family’s home, shared rooms, etc.)? See FYI 26-03 for more details.

  5. Did you know that DCFS now has a Peer Support Program to help employees more effectively cope with exposures to Potentially Traumatizing Events (PTEs) such as the fatality of a child/youth/NDM? Refer to MD 06-01 or the Peer Support web page on LA Kids for more information.

  6. Do you know about the Los Angeles County Department of Military and Veterans Affairs (MVA)? The MVA can provide veterans (regardless of discharge status), service members, and their families with seamless access to the benefits and support they deserve. See FYI 26-02 for more details.

  7. Did you know that the Initial Hearing (AKA Detention) Report must now include an assessment of short and long-term harm resulting from removal, least disruptive alternatives, and measures to alleviate disruption/minimize harms of removal? See Writing the Initial Hearing Report (Revision Date: 12/4/2025) for more details. 

  8. Do you know when and how to file a WIC 385 Requesting a Change of Order with court? See WIC 385: Requesting a Change of Order (revised 11/26/2025) for more information. 

  9. Are you familiar with the 2025 Transit Fare: Ordering, Disbursement and Reconciliation process? See the revised policy for details. 

  10. Do you know the Search, Attach, Assign and Merge Specialist (SAAMS) Clerk's Responsibilities?  Check out the policy (revised 11/20/2025) for more information.

  11. Did you know there are Home Visiting (HV) programs available for families with young children including expecting and parenting youth (EPY)? These services last well after an open child welfare case and can provide long-term support to families. See FYI 25-23 for details. 

  12. Have you seen the current DCFS 6075 Consultation Worksheet that replaced the DCFS 6075, previously titled Coaching Guide and the ER Coaching Guide (DCFS 6078)?  See FYI 25-22 for more information.

  13. Have you seen the new Independent Living Program (ILP) policy and the revised policy, Transitional Independent Living Planning?
     
  14. Did you see the the adjusted schedule of rates that reflect the California Necessities Index (CNI) increase of 3.42 percent for fiscal year (FY) 2025-26 effective July 1, 2025?  The CNI rate increase is applicable to out-of-home placements and the Aid to Families with Dependent Children-Foster Care program and to the Adoption Assistance Program (AAP) rates. See FYI 25-15 and ACL 25-45 for more details.

  15. Do you know the guidelines and required approvals for deleting Structured Decision Making (SDM) assessments in WebSDM? See FYI 25-20 for more information.

  16. Have you reviewed the 8/12/25 Extended Foster Care (EFC) policy revisions? They include changes to extended foster care eligibility determination. 

  17. Have you reviewed the Resource Family Approval policy recently? It had its first revision since 2019 and addresses first aid training exemption criteria, videotaping, and a new RFA timeframe of one hundred and twenty (120) calendar days. 

  18. Did you know that California Work Opportunity and Responsibility to Kids (CalWORKs) families can receive DPSS Family Reunification (FR) services, and may be eligible for cash aid and child care services for up to six (6) months? Refer to Service Linkages between the Department of Public Social Services (DPSS) and DCFS (revised 7/29/25) for details. 

  19. Were you aware that Assembly Bill 120 (Chapter 43, Statutes of 2023) expanded the definition of an “approved home of a prospective relative guardian” for purposes of Kin-GAP?

  20. Did you know that CWS/CMS will finally be replaced by the Child Welfare Services – California Automated Response and Engagement System (CWS-CARES) beginning in October 2026? Click here for more CWS-CARES information.

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Helpful Links

Helpful Links

Management Directives, Clerical, Eligibility, and Other Policy:

Frequently Used Websites:

Resource Websites:

Training Websites and Other Resources:

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How-To Guides, Templates, Tutorials, & "Cheat Sheets"

Resources

Court Report Samples (developed by the Court Report Writing workgroup, comprised of regional staff and leadership from ER, CS, DI, Juvenile Court Services, Training Section, Policy Section, and Risk Management Division, have partnered with County Counsel and CQID)
Individualized Investigation Narrative Template
Accessing Out-of-County Case/Referral Records on CWS/CMS
CWS/CMS Search Tips
Creating an Initial Case Plan
Creating a Case Plan Update
Sample Case Plan Family Assessment
Sample Out of Home Care Information Document
Microsoft Word 2016 Quick Reference Guide
Microsoft Excel 2016 Quick Reference Guide

If you have any helpful resources that you would like to see included here, please email them to us for consideration. Thank you!

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Policies Referenced in Critical Incident/Child Fatality Section (CI/CF) Reviews:

Since the Policy Section often receives inquiries about what policies are most often cited during critical incident case reviews, we developed the following list after consultation with Risk Management (for informational and/or training purposes only).

  1. Investigation, Disposition and Closure of Emergency Response Referrals (0070-548.10)
  2. Contact Requirements and Exceptions (0400-503.10)
  3. Assessment of specific abuse/neglect types:
  4. Court Family Maintenance and Voluntary Family Maintenance (0080-502.25)
  5. Case Plans (0080-502.10)

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A Quick Word About Case Transfers . . .

One of the most common inquiries the Policy section receives involves the transferring of cases (Case Transfer Criteria and Procedures 1000-504.10). Regional staff often ask the Policy Institute to resolve their specific transfer disputes for them rather than resolving them through their existing chain of command. Since this topic is such a common concern, we thought it important to remind regional staff of the following:

As a resource for DCFS staff, the Policy Institute is available to answer policy-related questions and provide staff with general information. However, the Policy Institute cannot make case-related decisions for staff, override the chain of command — nor give staff specific practice advice regarding individual cases. It is not the responsibility of the Policy Institute to serve as arbitrators for staff/inter-office case disputes (e.g., case transfers, CFTM responsibility). Staff must consult with their respective office management for practice guidance, specific directives or when higher level approval is required.

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