Article 3 – Cumulative Case Summary
61030.5 Completeness and Accuracy
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The cumulative case summary shall be complete, accurate and brief, and contain all information that is important to the management of the individual. Sound, objective judgment is required, and all reasonable efforts shall be made to obtain and verify all information. When other documentation is used or quoted, the source/reference material shall be identified such as, “work skill as diesel mechanic, page 9 of the PORProbation Officer Report.” Significant information that cannot be verified shall be noted as such.
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Information Gathering
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The inmate’s consent shall be sought when gathering information from outside sources, although the Department may gather such information without consent.
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CYASee Division of Juvenile Justice (DJJ) and CDC Discharged Terms Files
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When reception center staff determine that an inmate has a CYASee Division of Juvenile Justice (DJJ) history within the last five years or a CDC discharged term, a request shall be made, as soon as possible, to send the discharged file(s). The counselor shall incorporate the information into the new C-file. Copies of documents may be incorporated as necessary but the actual documents shall not be removed from the discharged C-file(s). Following endorsement by a CSRClassification Staff Representative, the discharged file(s) shall be returned to the archives unit or otherwise disposed of by the records personnel.
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Other State or Federal Records
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The casework follow-up section shall request the receiving institution to obtain records for any other state or federal prison terms served.
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Format
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The cumulative case summary shall be prepared and assembled in the proper format and order as described in this section.
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