Onsite Review Instrument (OSRI) and Guidance

This instrument is used to review cases during the onsite review component of the CFSRs.

This reviewer brief provides guidance for applying Item 2 of the OSRI in CFSR Round 4. Emphasis is placed on the applicability criteria, key questions that inform the rating determination, and making distinctions between appropriate services that should be addressed under Item 2 and those relevant to the Well-Being items in the OSRI.

This document provides federal and state-specific case elimination criteria, and guidance for developing and implementing procedures to document, apply, track, and report case elimination for CFSR Round 4. Also included is a Case Elimination Worksheet.

As an important part of completing the OSRI and rating its items and outcomes, reviewers must complete short “No” Narratives and longer Rationale Statements. This guide is recommended for use by reviewers to ensure that “No” Narratives and Rationale Statements succinctly and comprehensively provide the information required to support answers to OSRI questions.