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Protection Case Management Task Force Guidance Note on Intake Criteria 2025

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The criteria outline factors that may indicate a need for Protection Case Management (PCM). They are intended to support protection partners in making consistent, transparent, and accountable decisions on when PCM is an appropriate approach and modality, as distinct from other protection interventions (e.g., social accompaniment, information provision, referrals, or community-based support).

Scope: This guidance applies to general/adult protection case management and complements existing GBV or Child Protection case management guidance, which have specific systems. Survivors of GBV and children at risk should be referred to specialized GBV and Child Protection case management services.

Guidance: Case management is a resource-intense intervention modality and should be used where structured and more extended follow-up is necessary and feasible. Intake for PCM is based on a combination of factors that need to be carefully assessed on an individual basis. Not all persons with protection needs require PCM; in many cases, social accompaniment, a referral or community-based support may be more appropriate.

• The following factors and criteria guide, not replace, professional judgement and contextspecific decision-making.

• All three categories of factors and criteria should be taken into consideration when determining whether the use of PCM is the most appropriate response modality.

• The criteria are guiding, not prescriptive; partners are encouraged to adapt them to their operational context and scope of work.

• Case management should only be initiated when there is reasonable confidence that available services can meaningfully address the individual’s needs and support their empowerment.

• Available state capacities for case management and the possibility of a referral to the state social protection system should be a priority consideration.

• When determining the need for case management services, both the recency of the protection risk or incident, and the current effects should be considered. Case management should be prioritized when the risk or its effects are still influencing the individual’s wellbeing, safety or access to support.