(a) Subsequent to the commencement of the receipt of aid under this chapter, the sequence of activities of counties and recipients under this article, unless exempted under Section 11320.3, shall be as follows:

1. (1)

   1. (A) Orientation and appraisal. The county shall provide recipients with a combined appraisal and an orientation to the welfare-to-work program provided under this article, unless the recipient has attended an appraisal in the past 12 months.

   2. (B) The county shall provide the recipient with a blank simplified appraisal form, as set forth in Section 11325.15, and an online link to the form that the individual can return in person, by mail, or electronically. The appraisal shall gather and provide information about the applicant in all of the following areas:

      1. (i) Housing status and stability.
      2. (ii) Language barriers.
      3. (iii) Physical and behavioral health, including mental health and substance abuse issues.
      4. (iv) Child physical and behavioral health and well-being.
      5. (v) Criminal background that may present a barrier to employment or housing stability.
      6. (vi) The individual’s assessment of their skills, prior work experience, and employability. The individual may indicate they would like assistance with this assessment.
      7. (vii) Need for supportive services, as described in Section 11323.2.
      8. (viii) Any other barrier the individual chooses to identify.

   3. (C) Orientation shall include all of the following:

      1. (i) A review of the full range of the welfare-to-work activities described in Section 11322.6 and supportive services described in Section 11323.2.
      2. (ii) Information on the bases for exemption described in Section 11320.3, how to request an exemption, and the opportunity to participate and receive supportive services as an exempt volunteer.
      3. (iii) An offer to be screened and evaluated for a learning disability.
      4. (iv) Information regarding the ability to request barrier removal services and referrals at any time.
      5. (v) Provision of a welfare-to-work plan, as described in Section 11325.21, and information on alternative ways to submit the plan, including electronically. The recipient may attend orientation in person, by telephone, or by any alternative mode the county has available that the recipient chooses.
      6. (vi) The county shall ask if the recipient has a physical, mental, or emotional circumstance that would interfere with their participation in welfare-to-work activities. If the recipient discloses a barrier, the county shall review the recipient’s case for and provide exemptions pursuant to Section 11320.3 and offer services to assist with barrier removal.
   4. (D) Pursuant to Section 11325.15, the department shall develop a standardized statewide orientation and appraisal, in consultation with stakeholders. Counties may add county-specific information to the standardized orientation.
2. (2) Initial engagement activities may include other activities, if eligible, such as family stabilization pursuant to Section 11325.24, or substance abuse, mental health, or domestic violence services.
3. (3) Create welfare-to-work plan. After completing orientation and appraisal, the participant may complete and return the welfare-to-work plan to the county.

4. (4)

   1. (A) Assessment and welfare-to-work plan development.
   2. (B) If a recipient has not either completed a simplified appraisal or a welfare-to-work plan within 45 days of being approved for aid, or if a recipient has requested county assistance, as described in paragraph (11) of subdivision (a) of Section 11325.2, the county shall set an appointment, which may include an assessment to collaboratively develop the plan, as described in Section 11325.4. The notice to the recipient of the appointment shall include a blank welfare-to-work plan, as described in Section 11325.21, and information on alternative ways to submit the plan. The assessment shall be conducted in person, by telephone, or by any alternative mode the county has available that the recipient chooses.
   3. (C) The plan development appointment may be in person, by telephone, or by any alternative mode the county has available that the recipient chooses. The recipient may complete and return a welfare-to-work plan in lieu of attending the appointment. The plan, as set forth in Section 11325.21, shall be developed within 90 days of approval of aid.
5. (5) Work activities. At the completion of the welfare-to-work plan development, the recipient shall sign the plan in person, or by any alternative mode of providing a signature, as available in the county, including, but not limited to, electronic, telephonic, and oral attestation. A recipient who has signed a welfare-to-work plan described in Section 11325.21 shall participate in work activities, as described in this article.
6. (6) The county shall regularly review the welfare-to-work plan with the participant to ensure that the plan accurately reflects the current services and participation activities the county feels are best suited to support their well-being. During times that the county has personal contacts with the participant, or during other outreach efforts made by the county, the county shall offer to review the welfare-to-work activities. If those contacts or other outreach efforts have not occurred, and no other plan adjustments have been made to the plan within the past six months, the county shall send the participant a written notice along with their current plan and information on how to contact the county to make any plan adjustments.