Article 3 – Cumulative Case Summary
61030.6.2 ISRS Section Contents
Revised September 19, 2024-
Supplemental ISRSInstitutional Staff Recommendation Summary Report
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If the incarcerated person is subsequently committed to the Department, a report entitled “Supplemental ISRSInstitutional Staff Recommendation Summary Report” shall be completed to show any significant changes since the diagnostic evaluation and to complete the transfer section.
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Source of Report
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The format of the ISRSInstitutional Staff Recommendation Summary and the content of each section shall be as follows:
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List the sources from which the report is prepared such as incarcerated person interview, Probation’s Officer Report (PORProbation Officer Report) or old C-file.
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Include the date the incarcerated person was interviewed and the date of each document.
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Confidential Information
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If there is no information requiring placement in the Confidential Materials Folder indicate “None.” If there is confidential information specify the type by using one of the following designations:
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Enemy;
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Gang;
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Notification of interested party; or,
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Other.
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Holds, Warrant or Detainers
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Identify each active Hold, warrant or Detainer (HWDHolds/Wants/Detainer) and Detainer Inquiry (DI) by indicating the offense and Code Section, whether felony, misdemeanor, or probation violation and the County originating the HWDHolds/Wants/Detainer. If the HWDHolds/Wants/Detainer is for ICE, indicate the country of birth. If there are unresolved charges which require a DI, the counselor shall initiate a request for inquiry via Strategic Offender Management System. If a “time server” or concurrent sentence is indicated, list the expiration date. If it is for a consecutive term, indicate the offense and term. HWDHolds/Wants/Detainer received by reception center staff after the incarcerated person’s transfer shall be telephonically communicated to the receiving institution and forwarded by mail.
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Medical/Dental
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Record the level of duty assignment and any significant medical problems indicated by medical staff. Indicate the reason(s) if the incarcerated person is judged not medically qualified for camp assignment or has a medical infirmity that may limit the incarcerated person’s ability to work. Describe the type of medication or other medical treatment the incarcerated person receives, if any. Indicate the incarcerated person’s self-reported medical problems.
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Psychiatric/Psychological
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When a psychiatric or psychological referral is required, indicate the reason for the referral, such as PCPenal Code 3002 or staff observation. If an evaluation is prepared at the reception center, it shall be placed in the Cumulative Case Summary and the conclusions summarized in this section. State “No Referral” if the incarcerated person is not referred for evaluation.
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Work Skills
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Describe the incarcerated person’s work experience and employable skills. Note the sources and any supporting information, including the incarcerated person’s statement.
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Narcotics/Drugs/Alcohol
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Indicate the amount and frequency of narcotic, drug, and alcohol use and whether the incarcerated person was considered addicted. Note the source of the information.
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Escape History
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Indicate the date(s) and location and describe the type of facility(ies) and means of escape such as failure to return to a work furlough facility, climbed over double fence or armed perimeter, ran from courtroom while under custody of the sheriff, or whether force was used. Note the source of the information. State the reason if no classification points were assessed.
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Arson History
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Indicate the date, code section and circumstances of the arson offense. Distinguish arrests and convictions and whether a juvenile or adult at the time. Note the source of information.
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Sex-Related Offenses
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Identify all sex-related convictions, detentions and arrests, and include the PCPenal Code number. Indicate the date, location and type of offense, such as rape, unlawful sexual conduct, incest, sodomy or lewd and lascivious conduct. Indicate if the incarcerated person is required to register as a sex offender pursuant to PCPenal Code 290. Indicate if “R” suffix is appropriate or should be evaluated at the receiving institution. Note the source of the information.
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Academic/Vocational
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Indicate the last grade completed; whether high school graduate, GEDGeneral Education Development recipient, college graduate, or vocational training certified. Enter the incarcerated person’s test scores and the recommendation for program involvement. Indicate if the incarcerated person is interested in additional instruction.
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Casework Follow-Up
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Indicate any pertinent information not available prior to transfer that the receiving institution should obtain. This could include academic, military, employment, medical, psychiatric or prison history documents which may be required by the receiving institution. Be sure to note any outstanding or pending criminal charges requiring follow-up and action taken. A copy of any letter(s) requesting documentation shall be placed in the incarcerated person’s C-file with appropriate notations on the DI in the HWDHolds/Wants/Detainer Section of the C-file. Indicate if the incarcerated person should be evaluated for “R” custody.
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Criminal History
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Describe the incarcerated person’s past criminal behavior, including the type of offenses, dispositions, degree of criminal sophistication and adjustment to incarcerations. Evaluate the circumstances and involvement in instant offense and relationship, if any, to pattern of offenses. Do not repeat the details of the offense as reported in the PORProbation Officer Report. The use or threat of excessive force or aggression involved in any criminal behavior, arrests, or incarcerations shall be fully discussed and evaluated. It is essential that all such information be incorporated into the ISRSInstitutional Staff Recommendation Summary.
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Evaluation
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The evaluation section shall be brief but reflect a complete picture of the social and personal dynamics of the incarcerated person’s behavior. This section shall also include an evaluation of the incarcerated person’s reaction to authority figures, adjustment to confinement, and attitude and behavior as observed by reception center staff. Facts included in other sections or reports should not be repeated except where needed for illustration. Predictive statements shall be clearly supported by the evaluation.
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The evaluation shall emphasize present functioning, attitudes and behavior, with historical facts referenced only to provide insight to the incarcerated person’s present situation. Include a brief summary of the individual’s overall strengths, weakness, and prospects for both the near and distant future. For PCPenal Code 1203.03 cases, the evaluation shall be the last section and shall include a recommendation to the court.
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Reentry
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This section shall only be completed in the reception center if the incarcerated person has six months or less to parole or is assigned to the center’s permanent work crew. Describe the incarcerated person’s plans and resources for employment and residence and any special needs or concerns.
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Transfer Classification Score
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Enter the incarcerated person’s classification score from the CDCRCalifornia Department of Corrections and Rehabilitation Form 839, Classification Score Sheet, or CDCRCalifornia Department of Corrections and Rehabilitation Form 840, Reclassification Score Sheet. Designate any suffix, such as “R” (sex crime) or “S” (single cell housing) and indicate the reason.
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Community Correctional Facility Eligibility
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Indicate if the incarcerated person’s case factors are consistent with eligibility criteria for community correctional facilities. Specific focus will be on work furlough, if the incarcerated person is within six months of the 1/3 Earliest Possible Release Date and on RTCReturn To Custody facilities, as defined in PCPenal Code 2910.5, if the incarcerated person is within eighteen months of the EPRDEarliest Possible Release Date. In addition, female incarcerated persons will also be identified for eligibility for the Community Participant Mother Programs. Conclude the section by indicating each type of program for which the incarcerated person is eligible and interest in the programs, if eligible.
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Institution Recommendation
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The Penal Code requires that placement in an appropriate institution nearest to where the newly committed incarcerated person’s parents, spouse, registered domestic partner, or children lived at the time of commitment be considered unless factors, such as classification criteria, availability of beds or time to serve, make such placement unreasonable. Indicate the institution the incarcerated person requests, if any, whether it qualifies as closest to the home address and any obstacles or benefit from granting the request. Indicate the institution or community correctional facility recommended and one alternate. Provide the reason for the recommendations, not just the score or level.
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Administrative Placement
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When a recommendation is made for placement in a security level different from the incarcerated person’s classification score or level, indicate the reason.
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Correctional Counselor and Date of Report
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Indicate the name and the job title of the counselor who prepared the report and the date prepared.
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Supervisor’s Comments and Recommendation
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The counselor’s supervisor shall review all the material for completeness and accuracy, and indicate if they concur with the institution’s recommendation. If the supervisor’s recommendation is different, give the reason(s). Indicate the supervisor’s name, job title and the date reviewed.
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