To help me create Haitian Creole versions of the intake form
Check this box if you are completing this application for someone other than yourself. If yes, what is your name and relationship to the consumer? ______________________________________________________________
First Name Last NameMiddle Name or Initial Preferred Name
Phone 1 Title (ex. Cell, Home, etc.) Phone 1 Instructions (ex. Call after 5pm) Phone Number 1 Phone 1 can receive
text/SMS
Phone 2 Title (ex. Cell, Home, etc.) Phone 2 Instructions (ex. Call after 5pm) Phone Number 2 Phone 2 can receive
text/SMS
Physical Street Address City Zip Code CountyApt #
Mailing Address is the same as the Physical Address
Mailing Street Address Apt # City Zip Code County
Demographics (Page 1)
If you need assistance with completing this application or require it in an alternate format, please let us know. We are happy to provide reasonable accommodations. This intake remains valid for three (3) years from the date of completion, unless the
consumer attains adulthood (age 18) within that period. Please note that certain programs may require updated documentation on an annual basis.
Coalition for Independent Living Options
1
“Promoting Independence for People with Disabilities.”
Start Date: ___________________________ Primary Staff: _________________________
Service Provider or Representative
Family Member of Person with Disability
Contact Type: Person with DisabilityNo Type
E-mail Secondary E-mail
Yes NoAre you head of the household? How many people live in the household?
Preferred Method of Contact: E-Mail Text Phone Other: _________________________________
I give permission to receive newsletters and updates via email.
I would like to be excluded from receiving newsletters and email updates.
Yes No Who is your health insurance provider? (Blue Cross, Sunshine, Humana, etc)
Do you have health insurance?
Demographics (Page 2)
If you need assistance with completing this application or require it in an alternate format, please let us know. We are happy to provide reasonable accommodations.
Coalition for Independent Living Options
2
“Promoting Independence for People with Disabilities.”
Date of Birth Age
Social Security Number
Veteran Status
Veteran (Served in Military) Non-Veteran (Never served in Military)
ILP Status ILP Target Date WaivedSigned
Gender FemaleMale Do Not Wish To Disclose
Pronouns
Ethnicity Non-HispanicHispanic or Latino Do Not Wish To Disclose
Primary Language Secondary Language
American Indian/Alaska Native Asian
Black or African American
Native Hawaiian or Other
Pacific Islander
White
Multi-Racial
Haitian
Guatemalan Cuban
Jamaican
Unknown/Declined to Respond
Hispanic/Latino
Race(s) (Select all that apply) Marital Status
Divorced
Single
Married
Widowed
Unknown
Housing Status
Assisted Living
Dependent - Family/Friends
Homeless
Independent
Institution
Other
Employment Status
Full-Time
Part-Time
Unemployed
Supported
Retired
Other Education Level
Below 8 Gradeth
9 - 11 Gradeth th
High School Diploma
Trade or Vocational School
Special Education
Some College
Bachelor’s Degree
Master’s Degree
Some Graduate
Doctorate Degree
Other
Preferred Method of Contact
Phone Texting Email TTY or Video Relay Services Large Print
Braille
Registered Voter?
Yes No N/A
Annual Household Income?
$_________________ a year. How did you hear about us?
Alimony or Other Spousal Support Child Support Earned Income From Job Financial Support From Family Members Medicaid/Medicare Other Source of Income Pension
Source of Income
Private Disability Insurance SSI/SSDI Supplemental Nutrition Assistance Program (SNAP) Temporary Assistance for Needy Families (TANF) Unemployment Insurance Veteran's Disability Payment
Primary Disability
How does your disability impact your day to day life?
Secondary Disability
I agree to participate in the Coalition for Independent Living's Multimedia Marketing Efforts, which may include appearances or cooperation in various media, including video, television, newspapers, newsletters, magazines, brochures, websites, and social media.
I decline to participate in the Coalition for Independent Living's Multi-Media Marketing.
Multi-Media Release
Institutional Risk Status
If you need assistance with completing this application or require it in an alternate format, please let us know. We are happy to provide reasonable accommodations.
Coalition for Independent Living Options
3
“Promoting Independence for People with Disabilities.”
Relocated to Community-Based Living A consumer who successfully relocates from a nursing home or other institution to a community-based living arrangement (including apartments, private housing, self-directed assisted living, or self-directed with family or friends).
Continued in Community-Based Living A consumer who was considered eligible for nursing home or institutional placement (based on State criteria) who received IL services that prevented the necessity of entering a nursing home or institution.
At Risk for Institutionalization Relocated Continued
Additional Questions
Emergency Contact Relationship
Yes Are you in a domestic violence situation?
No Yes Do you have an emergency preparedness plan?
No
Yes
Do you receive SSI/SSDI benefits?
No I would like more information on how to apply or have questions.
Yes
Have you been the victim of a crime within two years?
No I would like a referral to the Victims of Crime Advocacy department.
If you need assistance with completing this application or require it in an alternate format, please let us know. We are happy to provide reasonable accommodations.
Coalition for Independent Living Options
CILO Policies
CILO Records PolicyA. __________ The rules that govern Centers for Independent Living’s confidentiality/records policies state that any representative of CIL’s funding sources, auditors, and/or accrediting bodies may review consumer files for bona fide reasons.
B. __________ Client Assistance Program Disability Rights Florida implements the Client Assistance Program on behalf of the State of Florida. If you have any problems or questions that the Coalition for Independent Living Options, Inc. cannot help you with, you may contact the CAP Program for advice and assistance. Please write this information down for future reference.
Disability Rights Florida 2473 Care Drive, Suite 200 Tallahassee, Florida 32308
1-800-342-0823 (Voice) 1-800-346-4127 (TDD)
C. File Access/Release/Confidentiality Policy _________ All consumer files are stored within a secure digital database, safeguarded by password protection and multiple layers of security features. Center staff will have access to my file and I have the right to review my file at any time.
_________ Volunteers and interns will have access to my file only if they have successfully passed a level 2 background check and have signed a written statement of ethics/confidentiality as applies to CILO services.
_________ I and/or my significant other (with signed authorization) have the right to review the record and to schedule an appointment with the Chief Programming Officer if I have concerns.
_________ I acknowledge that third-party records generated by individuals outside CILO personnel will not be photocopied or disclosed unless mandated by a court order or with my signed authorization. In certain cases of domestic violence or sexual assault, records may be considered privileged and, therefore, may not be released even when there is a court order. In these rare instances, legal advice will be sought.
_________ I must provide signed authorization in order for information about me or my family to be mutually exchanged between CILO and other parties, such as service/healthcare providers. I will always reserve the right to revoke the agreement by notifying CILO.
_________ CILO is in the process of digitizing records, transitioning away from hard copies. Files closed for more than five (5) years will be permanently removed from our system.
Signature: ______________________________________________
Witness: ________________________________________________
Date: ____________________
Date: ____________________
4
CILO ensures service delivery for every individual with a disability who voluntarily contacts the agency expressing a need for assistance, so long as that service falls within the agency’s
mission and scope of practice.
Coalition for Independent Living Options
_________ I understand the CILO services are only provided during such time that CILO has the funding to provide such services. The funding sources, staff, and programming may be subject to change at any time.
Please read the following statements and initial beside them to indicate your understanding.
1.
_________ I understand that CILO is a social service agency, and its employees are considered mandatory reports. As such, the staff is mandated by state and federal statutes to report suicidal disclosures, homicidal disclosures, disclosures of child abuse, incompetent person abuse, vulnerable adult abuse, and elder abuse, and to report the willful infection of another with a contagious condition known to be fatal.
2.
CILO reserves the right to terminate services to any consumer under the following conditions:
_________ If staff feels threatened or bullied.1.
_________ If there is a suspicion of drug, alcohol, or prescription drug abuse.
_________ If the consumer demonstrates an excessive lack of follow-through/follow-up with service referrals or service recommendations. (Examples include, but are not limited to, a consumer who does not return calls, attend meetings, or demonstrate an active interest in working on the goals drafted in the Independent Living Plan.)
_________ If staff is sexually harassed, defined as unwelcome sexual advances, requests for sexual favors, and other verbal or physical harassment of a sexual nature.
_________ If a consumer demonstrates discrimination of any kind against any other person. (Examples include, but are not limited to, negative comments or jokes and discriminatory treatment toward a CILO staff member, consumer, volunteer, visitor, Board member, or other community partner.)
2.
3.
4.
5.
_________ I understand that in the event that services are terminated for any of the reasons stated above, I have a right to appeal this decision to the CPO within 10 days of notification of the termination of services. Grievance policy and procedure are listed on our website at www.cilo.org.
6.
Signature: ______________________________________________
Witness: ________________________________________________
Date: ____________________
Date: ____________________
5
If you need assistance with completing this application or require it in an alternate format, please let us know. We are happy to provide reasonable accommodations.
Coalition for Independent Living Options
National Voter Registration Act
Staff Only (Only complete if client selects yes to the questions above.)
6
Client Name: ______________________________________________
Staff Name: ______________________________________________
Date: ____________________
Date: ___________________
Yes No
If you are not registered to vote where you live now, would you like to apply to register to vote today?
If you are registered to vote where you live now, would like to update your voter registration record?
Yes No
1. 2.
Address Change
Client Applied For: How Client Applied: Client:
New Services/Assistance
Renewal of Services/Assistance
At Home
By Phone
In Person
Online
Submitted Registration Application
Did not Complete the Question
Mailed Form On __________ (Enter Date)
If you need assistance with completing this application or require it in an alternate format, please let us know. We are happy to provide reasonable accommodations.
Coalition for Independent Living Options
Consumer’s Authorization to Request & Release Information
7
I authorize CILO to release and request information from the following agencies and/or individuals below to enable agencies/individuals to collaborate to facilitate the services I requested.
I, _____________________________________, hereby give my consent to allow the Coalition for Independent Living Options, Inc. (CILO) to release and/or request information as specified below to/from the following individuals and/or agencies. This authority is given voluntarily, and it expires three years from the date of this document.
Landlord: Department of Children and Families (DCF)
Employer:
Attorney:
Family Member:
Family/Neighbor:
School:
Moving Company:
Other:
Legal Aid Society
Social Security Administration
Agency of Persons with Disabilites
Florida Rural Legal Services
Florida Power and Light (FPL)
Area Agency on Aging
Vocational Rehabilitation
_______________________________
This authorization is limited to the specific information pertaining to myself and/or my child or family member named above. Examples of allowable exchange of information include but are not limited to school records, medical records, financial records, reports, etc.)
_______________________________
_______________________________
_________________________
________________________
_________________________________
________________________
_________________________________
____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________
Consumer Printed Name: _______________________________________________________________
Consumer Signature: ___________________________________________________________________
Signature of Witness: ___________________________________________________________________
Witness Printed Name: _________________________________________________________________
Date Signed: _______________________
If you need assistance with completing this application or require it in an alternate format, please let us know. We are happy to provide reasonable accommodations.
Coalition for Independent Living Options
CSR GOALS & Independent Living Plan
8
Goal: ________________________________________________________________________________________
Consumer:
Program (Funding Source):
Staff:
Office:
Area of Access:
Goal Type:
Topic Area:
Begun: _________________________________
Accomplished:___________________________
Cancel: _________________________________
Target Date: ____________________________
Review Date: ___________________________
Revised Date: ___________________________
Continue Date: __________________________
Report Complete: ________________________
Report Due: _____________________________
Core Service: ILST Advocacy Peer Support I&R Transition
Staff Tasks Consumer Tasks 1._______________________________________
2._______________________________________
3._______________________________________
4._______________________________________
5._______________________________________
6._______________________________________
1._______________________________________
2._______________________________________
3._______________________________________
4._______________________________________
5._______________________________________
6._______________________________________
Outcome/Results: _____________________________________________________________________________
Consumer Signature:
Staff Signature: Date:
Date:
Consumers can refuse the right to an Independent Living Plan by signing below: Consumer Signature: __________________________________________________ Date: _________________
If you need assistance with completing this application or require it in an alternate format, please let us know. We are happy to provide reasonable accommodations.
Coalition for Independent Living Options
Consumer Needs Assessment
9
Independent Living Services Information & Referral Services
CILO provides consumer-based services: services and programs that are based on needs identified by our consumers. To help us provide the services that are most valuable to you, please complete this form
by checking the box of the services you need and return it to staff via email, fax, or US Mail.
How to Take Care of Myself Learn How to Do Chores Meeting Other People/ Healthy relationships Understanding Money and Budgeting Independent Living Skills Classes Roommate Matching Home Modifications/Accessibility Adaptive Medical Equipment Benefits Assistance Food Stamps (SNAP) Medicaid, Medicaid Waiver, Medicare Premium Assistance, Medicare Assistance Getting Medical Care Getting Mental Health Care Getting Vision Care or Eyeglasses Getting Dental Care Transportation Training Hurricane and Emergency Preparedness Sign Language or other Communication Assistance/Classes Financial Assistance for Rent or Utilities Food Pantry & Skills Training Paper Goods and Toiletries Hygiene Products Smoke Detectors for Home Veteran Services Durable Medical Equipment Assistance
Meals Program Housing Homeless Issues Caregiver Services Transportation Options
Transition From Nursing Home into Independent Living Maintaining Independent Living Youth Transition from Teen to Adult (See Youth Transition Services Section)
Advocacy Services
How to Advocate or Stand Up for Myself Educational Advocacy & Accommodations Social Security Benefit Programs Help with Voter Registration and Voting
Peer Support & Mentoring
Support Groups Social Groups Recreation and Leisure Activities Coping Skills, Counseling, or Therapy
Transition Services
If you need assistance with completing this application or require it in an alternate format, please let us know. We are happy to provide reasonable accommodations.
Coalition for Independent Living Options
Consumer Needs Assessment (Page 2)
10
Laws & Regulation Needs Youth Transition Services
CILO provides consumer-based services: services and programs that are based on needs identified by our consumers. To help us provide the services that are most valuable to you, please complete this form
by checking the box of the services you need and return it to staff via email, fax, or US Mail.
Disability Discrimination Voting Rights Civil Legal Assistance Landlord/Tenant Issues Family Law Issues Immigration Legal Assistance Personal Injury Attorney Crime Victim Services Domestic Violence Assistance Fair Housing Assistance CILO Presentation Special Education Guardianship Assistance Understanding Benefits/Expedited Enrollment Elder Law Assistance Able Trust Assistance Special Needs Trust Assistance Employment Discrimination Assistance Getting Accommodations for a Disability Building Accessibility/Accommodation Disability-Specific Training Disability Sensitivity Training (For Employers)
IEP/504 Development and/or Advocacy Transitioning From Teen to Adult Job and Social Skills Development Volunteer Work/Experience Help Applying for College or Scholarships Youth Leadership Forum
Employment Related Needs
Job Search Assistance Resume Writing Interviewing Skills How to Dress for an Interview or Access to Interview Clothing Job Readiness Skills Computer Classes Learning New or Different Job Skills After Acquiring a Disability ADA Compliance/Reasonable Accommodations
Printed Name: ________________________________
Signature: ____________________________________
Thank you for allowing us to be part of your road to independence!
Date: _______________________
Relationship: _________________
Other Needs: _______________________________________________________________________________________ _______________________________________________________________________________________
Full Name Yes Are you a U.S. Citizen?
No
Full Name Date of
Birth Age Race/Ethnicity
Social Security Number
Gender Pregnant (Yes/No)
Due Date
Relationship to Head of Household
Veteran (Yes/No)
FAA HMIS Additional Information
If you need assistance with completing this application or require it in an alternate format, please let us know. We are happy to provide reasonable accommodations.
Coalition for Independent Living Options
1
“Promoting Independence for People with Disabilities.”
Section 1: Household Information
Are you pregnant? Due Date (if applicable)
Section 1A: Household Members
Section 2: Crisis & Safety
Is your crisis related to COVID-19? Yes No
When did this crisis start? _____________________
Please explain your situation in your own words (Declaration of Crisis):
What is the main reason for your crisis? (check all that apply)
☐ Bereavement expenses (funeral, loss of loved one) ☐ Income reduced ☐ Lost job ☐ Medical expenses ☐ Personal/family expenses ☐ School expenses ☐ Seasonal/migrant work ended
☐ Money stolen/theft ☐ Weather-related expenses ☐ Income delayed ☐ Rent increase (30% or more) ☐ Flood displacement ☐ Other: __________________________
FAA HMIS Additional Information
If you need assistance with completing this application or require it in an alternate format, please let us know. We are happy to provide reasonable accommodations.
Coalition for Independent Living Options
2
“Promoting Independence for People with Disabilities.”
Section 3: Housing & Living Situation
What was your prior living situation? (check one) Homeless Situation ☐ Place not meant for habitation ☐ Emergency shelter, including hotel or motel paid for with emergency voucher, house shelter ☐ Safe Haven Institutional Situation ☐ Foster care home or foster care group home ☐ Hospital or other residential non-pychiatric medical facility ☐ Jail, prison, or juvenille dentention facility ☐ Long-term care facility or nursing home ☐ Psychiatric hospital or other psychiatric facility ☐ Substance abuse treatment facility or detox center
Temporary Housing Situations ☐ Transitional housing for homeless persons (including homeless youth) ☐ Residential project or halfway house with no homeless criteria ☐ Host home (non-crisis) ☐ Staying or living in a friend’s room, apartment or house ☐Staying or living in a family member’s room, apartment or house Permanent Housing Situation ☐ Rental by client, no ongoing housing subsidy ☐ Rental by client, with ongoing housing subsidy ☐ Owned by client, with ongoing housing subsidy ☐ Owned by client, no ongoing housing subsidy Other ☐ Client doesn’t know ☐ Client prefers not to answer
What was your most recent start date of homelessness? _______________________
How long did you stay in your last living situation? ☐ One night or less ☐ 2–6 nights ☐ 1 week–1 month ☐ 1–3 months ☐ 3–12 months ☐ 1 year or longer
How many times have you been homeless in the past 3 years (living on the street, in a shelter, or in a place not meant for living)? ☐ 1 ☐ 2 ☐ 3 ☐ 4 or more ☐ I don’t know
Total number of months homeless in the past 3 years: ☐ 1 ☐2 ☐3 ☐4 ☐5 ☐6 ☐7 ☐8 ☐9 ☐10 ☐11 ☐12 ☐More than 12 months ☐ I don’t know ☐ Prefer not to answer ☐ Data not collected
Homelessness means the time you are living on the street, in a place not meant for living (like a car, tent, or abandoned building), or in a shelter.
Your “start date” is the first day you were without stable housing. If you stay temporarily with a friend or family member (like sleeping on a couch for a few nights), your homelessness starts over when you return to the street or a shelter.
Example: If you were evicted on October 1st and stayed on the street until October 15th, but then a friend let you sleep on their couch for two nights, your homelessness “start date” would reset after those two nights when you returned to the street.
Palm Beach County Continuum of Care
Informed Consent and Release of Information Form
Informed Consent and Release of Information - Rev. 07/2025 1/1
Family Member’s Names:
1.
2.
3.
4.
5.
6.
7.
8.
Signature: Date:
I understand that partners with other Palm Beach County agencies to help
meet my service needs. These agencies are members of a confidential network named the Client Management
Information System (CMIS). By providing this consent, individuals authorize the sharing of confidential information
with Palm Beach County’s Community Services Department (CSD) through its internal systems, including the Online
System for Community Access to Resources and Social Services (OSCARSS) and the Resource and Referral Portal
CMIS is a database which allows homeless service agencies to capture and share information about the
individuals they serve
Palm Beach County’s Community Services Department (CSD) OSCARSS system enables clients who are
experiencing homelessness or at risk of homelessness to apply for housing assistance.
Palm Beach County’s Resource and Referral Portal system allows agencies within our network to refer
clients to additional homeless, health, and behavioral health service providers.
This information will help you access the appropriate resources to better meet your needs. It will also save you
time should you access services from another member agency
Only authorized staff in the CMIS, OSCARSS, and Resource and Referral Portal system can access your record
All information entered into the CMIS database is stored using secure technology which protects data from
unauthorized users
Non identifying information is used to provide reports for various funding agencies
Any Information entered into the CMIS database will be maintained for an indefinite timeframe
You have the right to request a copy of your file in all systems
You have the right to refuse to answer any or all questions you consider sensitive
You have right to cancel this release of information for any future data input, however certain financial
assistance programs may have statutory mandated information requirements
I have received an oral explanation of this form and hereby grant permission for and authorize the release and sharing of any
information regarding myself/children entered into this database to member agencies.
Client and/or Legal Guardian
Printed Name:
Consumer Name:
Complete and submit BUDGET REVIEW every 30 days
Date Review was completed:
Disposable income at the time of review = END OF THE MONTH BALANCE: Total Income -Total Expenses (this will auto populate)
INITIAL 0
1ST MONTH - 30 days after intial review
0
2ND MONTH - 60 days after initial review 0
3RD MONTH - 90 days after initial review 0
RENT
FOOD EARNED INCOME ($ FROM A JOB)
NON FOOD (TOILET PAPER, TOOTHPASTE, SOAP, MOUTHWASH,
PAPER GOODS, ETC.)
UNEARNED INCOME
ELECTRIC UNEMPLOYMENT BENEFITS
WATER SOCIAL SECURITY BENEFITS (SSI, SSDI, SSA) or other Disability
GAS TANF (Temporary Assistance to Needy Families)
GARBAGE FOOD STAMPS
PHONE FOOD PANTRY- multiply the # of pounds of food received by $1.68
CABLE DINE-multiply the # deliveries received by $55.00
CAR PAYMENT MEDICARE PREMIUM ASSISTANCE - multiply the number of beneficiaries in the household by $145.00
INSURANCE TOTAL
GAS/OIL TRANSPORTATION TOBACCO
HAIR CUTS TOTAL INCOME 0.00
HAIR SUPPLIES TOTAL EXPENSES 0.00
LAUNDRY BALANCE 0.00
DAYCARE MEDICAL (private, OR self pay )
RECREATION
AMOUNT SAVED
CLOTHING AMOUNT SHORT
OTHER(Savings)
OTHER
TOTAL This will auto populate
END OF THE MONTH BALANCE
SURPLUS/DEFICIT
BUDGET
OUTCOME DETERMINATION for FIND Consumers ONLY At 90-day review answer the following question:
Has consumer increased AND maintained increased dispoosable income for 90 days or more?
(Circle one) YES or NO
MONTHLY EXPENSES
MONTHLY INCOME
02/03/2020
- FAA Froms.pdf
- SAIL Intake (Updated 2024)
- Intake Version 101 Page 2 Demographics-Living Situation
- Living Situation
- Intake Version 101 Page 3 Demographics-Income
- Sheet3
- Intake Version 101 Page 4 and 5 CILO Policies and Disclaimer
- Intake Version 101 Page 6 Voter Registration
- Intake Version 101 Page 7-10 FAA Consent Forms
- Intake Version 101 Page 11 CMIS Page
- Intake Version 101 Page 12 Consent and Release
- Intake Version 101 Page 13 ILP Goalsheet
- Intake Version 101 Page 14 and 15 Consumer Needs Assessment
- Intake Version 101 Page 1 Demographics Personal Information.pdf
- Draft of Final Take Before Staff Suggestions 101
- Intake Version 101 Page 1 Demographics-Personal Information
- budget_review
- Demographics Page1 (Updated April132026).pdf
- Coalition for Independent Living Options
- “Promoting Independence for People with Disabilities.”
- Demographics (Page 1)
- FIND & SRFIND Intake Form Updated April 2026.pdf
- Coalition for Independent Living Options
- “Promoting Independence for People with Disabilities.”
- Demographics (Page 1)