Enclosure (8) to COMDTINST 1754.12
7.
Case documentation must include non-judgmental written assessments and statements
which denote only factual events without personal opinions, thoughts and/or feelings.
8.
Other documentation which should be included in a Special Needs case record may include:
psychological evaluations; medical information; educational evaluations; letters from
agencies providing services; letters from commands; or any other documents relevant to the
case.
9.
When cases are closed or transferred, the standardized Special Needs Closing or Transfer
Summary Sheet must be filled out with the proper information, dated and signed by the
DRC or FPA and initialed by the Work-Life Supervisor before sending to Headquarters.
10.
No case record documentation may be copied and released locally. The case record must
stay in the possession of the FPA or DRC at all times. If CGI or a command has need to
review the record, it must be done in the presence of the FPA or DRC. The FPA shall
maintain possession of all level 4 and 5 special needs cases. If CGI needs a copy of
anything in the special needs case record, they must request the information in writing and
that part may be copied and given to them.
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