Within the Developmental Disabilities Administration, this series is responsible for access to services and other resources and/or manages and coordinates specific programs within a Department of Social and Health Services region, or within a DDA State Operated Community Residential program or a Residential Habilitation Center. Developmental Disability services are provided according to federal and state requirements.

Within the Developmental Disabilities Administration, a Case/Resource Manager Trainee, provides case management services for people who have intellectual or developmental disabilities and their families.

This is an entry level classification designed to provide employees with training and experience in provision of case/resource management. It is distinguished from the Case/Resource Manager by the presence of close supervision. Adjustment of caseload, or vendor contract load, is common to allow development of the incumbent through the management of more difficult work.

Under supervision, manages a caseload of people who have developmental disabilities and provides specialized services to clients and their families by developing, implementing and monitoring Individual Service Plans;

Under supervision, identifies support needs of clients of Developmental Disabilities Administration and plans for and authorizes payment for appropriate services;

Schedules and conducts face-to-face home visits with clients and families, including viewing living quarters;

Facilitates discussion with client and family regarding person-centered goal planning on a 30-90 day basis;

Under supervision and based on assessed needs, refers individuals to appropriate DDA services, other department services, and community programs/resources;

Works with families and community members to advocate on behalf of clients;

Collaborates with other agencies and professionals to support clients;

Assists in identifying clients and families in crisis and making referrals as needed to appropriate authorities, deparements/administration services, state plan services or local community resources;

Establishes and maintains complete and accurate case records;

Assists in identifying serious and emergent incidents and reports per administration policy and mandates reporting requirements. Completes Incident Reports per department/administration policy and procedures;

Obtains final decision authority from supervisor/leadworker on determinations of client eligibility, and provides intake services;

Under supervision, develops, implements, and monitors service provider contracts and monitors services to ensure provider compliance with State and Federal regulations and take necessary actions as required;

Performs other duties as required.

There may be instances where individual positions must have additional licenses or certification. It is the employer’s responsibility to ensure the appropriate licenses/certifications are obtained for each position.

Persons legally authorized to work in the U.S. under federal law, including Deferred Action for Childhood Arrivals recipients, are eligible for employment unless prohibited by other state or federal law.

A Bachelor's degree.


Two years of experience in a social services field, one year of which must have involved providing social services to people with developmental disabilities.


Graduate training in any field and one year of experience providing social services to people with developmental disabilities.

NOTE: Upon satisfactory completion of 12-months as a Case Resource Manager Trainee including participating in DD specified core training, the CRM Trainee will be automatically promoted to Case/Resource Manager.

Equivalent education/experience.

New class Effective July 1, 1988 (approved June 9, 1988)
Revise minimum qualifications: effective March 9, 2001
New class code, formerly 35600; effective July 1, 2007
Revised Legal Requirements; effective June 6, 2024, due to adopted legislative action.
Add class series concept, revise title, typical work and desired qualifications, adopted June 23, 2025; effective July 1, 2025.