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Reporting Requirements and Assessments

Service Definitions and Reporting Requirements

Last updated 5/23/2025
SUDS Service Definitions and Reporting Requirements Spreadsheet

Assessment Forms - Word Versions Effective April 1, 2026

Below, download copies of the SUA Standard Assessment Forms in Microsoft Word Document format. Implementation of the new forms is required starting 4/1/2026. There are 4 versions of each assessment form:

  • Digitally Accessible English Version
  • Print Only English Version
  • Digitally Accessible Spanish Version 
  • Print Only Spanish Version (coming soon!)

Remember to provide the Client Information and FAQs sheet to every client. You can also find the  Optional Questions and additional resources for Assessment Forms below. All assessment forms were updated in April 2026.

New Assessment Form Breakouts, Effective July 1, 2025

Download PDF

Basic Assessment - Eff. 4/1/26

 Use these forms for the following services: Counseling, Evidence-Based Disease Prevention and Health Promotion, Reassurance, Screening, and SNAP ED Fresh Conversations. 

Basic Assessment English Print Only (docx)Download
Basic Assessment Spanish Print Only (docx)Download
Basic Assessment English Digitally Accessible (docx)Download
Basic Assessment Spanish Digitally Accessible (docx)Download

Case Management Assessment - Eff. 4/1/26

Case Management Assessment English Print Only (docx)Download
Case Management Assessment Spanish Print Only (docx)Download
Case Management Assessment English Digitally Accessible (docx)Download
Case Management Assessment Spanish Digitally Accessible (docx)Download

Chore Assessment- Eff. 4/1/26

Chore Assessment English Print Only (docx)Download
Chore Assessment Spanish Print Only (docx)Download
Chore Assessment English Digitally Accessible (docx)Download
Chore Assessment Spanish Digitally Accessible (docx)Download

Congregate Assessment - Eff. 4/1/26

Congregate Meal Assessment English Print Only (docx)Download
Congregate Meal Assessment Spanish Print Only (docx)Download
Congregate Meal Assessment English Digitally Accessible (docx)Download
Congregate Assessment Spanish Digitally Accessible (docx)Download

Home Delivered Meal Assessment - Eff. 4/1/26

Home Delivered Meal Assessment English Print Only (docx)Download
Home Delivered Meal Assessment Spanish Print Only (docx)Download
Home Delivered Meal Assessment English Digitally Accessible (docx)Download
Home Delivered Assessment Spanish Digitally Accessible (docx)Download

Homemaker, Personal Care, Adult Day Assessment-Eff. 4/1/26

Homemaker, Personal Care, Adult Day Assessment English Print Only (docx)Download
Homemaker, Personal Care, Adult Day Assessment Spanish Print Only (docx)Download
Homemaker, Personal Care, Adult Day Assessment English Digitally Accessible (docx)Download
Homemaker, Personal Care, Adult Day Assessment Spanish Digitally Accessible (docx)Download

Material Aid Food Assessment - Eff. 4/1/26

Use the Material Aid Food Assessment for all Material Aid food sub-types:

Farmer's Market/CSA, Restaurant, Other Food, Groceries, Grab and Go Meal, Home Delivered Meals

Material Aid Food Assessment English Print Only (docx)Download
Material Aid Food Assessment Spanish Print Only (docx)Download
Material Aid Food Assessment English Digitally Accessible (docx)Download
Material Aid Food Assessment Spanish Digitally Accessible (docx)Download

Material Aid Health Assessment - Eff. 4/1/26

Use the Material Aid Health Assessment for all Material Aid non-food sub-types: 

Assistive Technology, Audiology, Dental/Oral Treatment, Dentures, Emergency Assistance, Glasses/Contacts, Health Equipment, Hearing Aid, Optometry, Special Equipment for Visually Impaired

Material Aid Health Assessment English Print Only (docx)Download
Material Aid Health Assessment Spanish Print Only (docx)Download
Material Aid Health Assessment English Digitally Accessible (docx)Download
Material Aid Health Assessment Spanish Digitally Accessible (docx)Download

Nutrition Counseling Assessment - Eff. 4/1/26

Nutrition Counseling Assessment English Print Only (docx)Download
Material Aid Health Assessment Spanish Print Only (docx)Download
Nutrition Counseling Assessment English Digitally Accessible (docx)Download
Nutrition Counseling Assessment Spanish Digitally Accessible (docx)Download

Transportation Assessment - Eff. 4/1/26

Transportation Assessment English Print Only (docx)Download
Transportation Assessment Spanish Print Only (docx)Download
Transportation Assessment English Digitally Accessible (docx)Download
Transportation Assessment Spanish Digitally Accessible (docx)Download

Family Caregiver Assessment - Eff. 4/1/26

Includes the information required for the caregiver and care recipient

Family Caregiver Assessment English Print Only (docx)Download
Family Caregiver Assessment Spanish Print Only (docx)Download
Family Caregiver Assessment English Digitally Accessible (docx)Download
Family Caregiver Assessment Spanish Digitally Accessible (docx)Download

Older Relative/Grandparent Caregiver Assessment-Eff. 4/1/26

Includes the information required for the caregiver and care recipient

Older Relative Grandparent Caregiver Assessment English Print Only (docx)Download
Older Relative Grandparent Caregiver Assessment Spanish Print Only (docx)Download
Older Relative Grandparent Caregiver Assessment English Digitally Accessible (docx)Download
Older Relative Grandparent Caregiver Assessment Spanish Digitally Accessible (docx)Download

Client Info & FAQs Sheet - Eff. 4/1/26

Required to be provided to all clients as part of the assessment and reassessment process.

Client Information & FAQs English Print Only (docx)Download
Client Information & FAQs Spanish Print Only (docx)Download
Client Information & FAQs Spanish Digitally Accessible (docx)Download
Client Information & FAQs English Digitally Accessible (docx)Download

Assessment Form Resources

Information Memo IM-AAPS-2026-002: 2026 Poverty GuidelinesOperations Memo OM-SUA-2025-0003: SUA Assessment Forms and Reporting Requirements UpdatesOptional Questions for Assessment Forms EnglishOptional Questions SpanishAssessments FAQsNew Assessment Forms Comparison ChartAssessment How To GuideAssessments for Nutrition Programs Training from 5/15/25June 2nd Assessments Training RecordingAssessments Training Slides from 6/2/2025DETERMINE Nutrition Risk Checklist InformationSUDS July 1 Client Page Training VideoSUDS Tip Sheet: Update to Chore Eligibility Questions 7/1/25

Reports on Assessments and Reassessments in SUDS

To access Assessment and Reassessment Reports from the Reports tab in SUDS, select All Folders and open the folder "SUDS User Reports."

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This website is specifically to assist users with the State Unit Data System (SUDS), CBRES, and Foodpro. 


If you need to access the SUDS Portal, please go to socgov22.my.site.com/SUDSPortal