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Case management for elderly people*

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This procedure regulates the manner of collaboration between the Directorate of Social Assistance and licensed social services for elderly persons operating within the municipality of Oradea, and by exception, with social services from other administrative-territorial units hosting beneficiaries residing in the municipality of Oradea.

Through case management, the social worker within the public social assistance service (SPAS) ensures the coordination of interventions from different domains for the integrated realization of the assessment of needs and resources, planning and intervention, monitoring, and evaluating the impact of community services provided to the elderly, in order to implement the person-centered principle.

Case management is ensured in collaboration by the social worker from the Directorate of Social Assistance and the designated social worker/other specialist from the social service provider/social service.

Beneficiaries - eligibility criteria

According to the legislation in force, elderly persons are considered those who have reached the retirement age established by law.

According to Law no. 17/2000, republished with subsequent modifications and completions, the provisions of this procedure benefit: the elderly person, as defined in art. 1 para (4), meaning the person who has reached the standard retirement age established by law and who finds themselves in one of the following situations:

a) has no family or is not supported by a person or persons legally obliged to do so, according to the legal provisions in force;

b) has no housing and no possibility of ensuring living conditions with their own resources;

c) does not earn their own income or such income is not sufficient to ensure the necessary care;

d) cannot look after themselves or require specialized care;

e) are unable to provide for their socio-medical needs due to illness or physical or mental state.

The Directorate of Social Assistance identifies a case by at least one of the following forms:

a) the elderly person's phone;

b) the request of the elderly person/legal representatives submitted to SPAS/FSS for social services or for minimum inclusion income;

c) information received from an FSS regarding:

- the conclusion of a social services contract for the provision of social services to the elderly person;

- suspension of the provision of services for a determined period;

- cessation of the provision of services.

d) referral from the community medical assistant, from another public service or from a private organization;

e) self-reporting;

f) notification from informal caregivers.

Appointment procedure for the case manager/case officer:

The appointment order for the (MC) is issued with respect for the maximum number of cases per person, namely 50 elderly persons, residing in the administrative-territorial range of Oradea municipality, who have directly addressed (by written request) the Directorate of Social Assistance Oradea for the provision of social services. When appointing MC, SPAS takes into account at least: the complexity of the particular case, the need to ensure continuity in the relationship between beneficiary and SPAS/social service provider, the professional experience and knowledge of the MC regarding the typology of social services for the elderly, the MC's coordination, communication and collaboration skills, as well as the chronology of request registrations.

FSS issues the appointment order for the case officer. Decisions are communicated, as applicable, between SPAS and FSS at the local level.

MC/RC, in all activities carried out as part of the stages of case management, respects the code of professional ethics, is based on the principle of respect for inalienable dignity, individual autonomy, including freedom to make their own choices, and independence of elderly persons.

Request for the provision of social services

If the elderly person requests the support of the Directorate of Social Assistance to access social services, then SPAS carries out the entire procedure of evaluation, planning, issuing decisions, etc. If the person does not approach SPAS before accessing the social service or does not require the issuance of a decision to grant social services as a social assistance measure, then SPAS receives and records the information regarding the existence of the beneficiary in the social service, notes the beneficiary in the Register of vulnerable elderly persons, and monitors the situation according to legal provisions. In this case, the provisions concerning initial information, initial evaluation, intervention/services plan, appointment of case manager from SPAS do not apply anymore.

The request for the provision of social services can also be addressed directly to a private social service provider, in which case, if a service contract is concluded with the applicant, the provider is obliged to inform, in writing, the administrative-territorial authority in whose territory the beneficiary of the respective social service has their domicile or residence and to register the information in the National Register of beneficiaries of social services.

*
Details

This procedure regulates the manner of collaboration between the Directorate of Social Assistance and licensed social services for elderly persons operating within the municipality of Oradea, and by exception, with social services from other administrative-territorial units hosting beneficiaries residing in the municipality of Oradea.

Through case management, the social worker within the public social assistance service (SPAS) ensures the coordination of interventions from different domains for the integrated realization of the assessment of needs and resources, planning and intervention, monitoring, and evaluating the impact of community services provided to the elderly, in order to implement the person-centered principle.

Case management is ensured in collaboration by the social worker from the Directorate of Social Assistance and the designated social worker/other specialist from the social service provider/social service.

Beneficiaries - eligibility criteria

According to the legislation in force, elderly persons are considered those who have reached the retirement age established by law.

According to Law no. 17/2000, republished with subsequent modifications and completions, the provisions of this procedure benefit: the elderly person, as defined in art. 1 para (4), meaning the person who has reached the standard retirement age established by law and who finds themselves in one of the following situations:

a) has no family or is not supported by a person or persons legally obliged to do so, according to the legal provisions in force;

b) has no housing and no possibility of ensuring living conditions with their own resources;

c) does not earn their own income or such income is not sufficient to ensure the necessary care;

d) cannot look after themselves or require specialized care;

e) are unable to provide for their socio-medical needs due to illness or physical or mental state.

The Directorate of Social Assistance identifies a case by at least one of the following forms:

a) the elderly person's phone;

b) the request of the elderly person/legal representatives submitted to SPAS/FSS for social services or for minimum inclusion income;

c) information received from an FSS regarding:

- the conclusion of a social services contract for the provision of social services to the elderly person;

- suspension of the provision of services for a determined period;

- cessation of the provision of services.

d) referral from the community medical assistant, from another public service or from a private organization;

e) self-reporting;

f) notification from informal caregivers.

Appointment procedure for the case manager/case officer:

The appointment order for the (MC) is issued with respect for the maximum number of cases per person, namely 50 elderly persons, residing in the administrative-territorial range of Oradea municipality, who have directly addressed (by written request) the Directorate of Social Assistance Oradea for the provision of social services. When appointing MC, SPAS takes into account at least: the complexity of the particular case, the need to ensure continuity in the relationship between beneficiary and SPAS/social service provider, the professional experience and knowledge of the MC regarding the typology of social services for the elderly, the MC's coordination, communication and collaboration skills, as well as the chronology of request registrations.

FSS issues the appointment order for the case officer. Decisions are communicated, as applicable, between SPAS and FSS at the local level.

MC/RC, in all activities carried out as part of the stages of case management, respects the code of professional ethics, is based on the principle of respect for inalienable dignity, individual autonomy, including freedom to make their own choices, and independence of elderly persons.

Request for the provision of social services

If the elderly person requests the support of the Directorate of Social Assistance to access social services, then SPAS carries out the entire procedure of evaluation, planning, issuing decisions, etc. If the person does not approach SPAS before accessing the social service or does not require the issuance of a decision to grant social services as a social assistance measure, then SPAS receives and records the information regarding the existence of the beneficiary in the social service, notes the beneficiary in the Register of vulnerable elderly persons, and monitors the situation according to legal provisions. In this case, the provisions concerning initial information, initial evaluation, intervention/services plan, appointment of case manager from SPAS do not apply anymore.

The request for the provision of social services can also be addressed directly to a private social service provider, in which case, if a service contract is concluded with the applicant, the provider is obliged to inform, in writing, the administrative-territorial authority in whose territory the beneficiary of the respective social service has their domicile or residence and to register the information in the National Register of beneficiaries of social services.

*
Entitled persons
Regulated professions
Required documents

Denumire

Descriere

Obligatoriu

Semnătură digitală

Tip document

Descarcă


-
Request for granting social services*
Descarcă
Scanned document
obligatoriu cu semnatură digitală disponibil și prin OOTS
Issued documents

Denumire

Tip document

Descarcă


-
Initial evaluation sheet*
obligatoriu cu semnatură digitală disponibil și prin OOTS
Social inquiry*
obligatoriu cu semnatură digitală disponibil și prin OOTS
Counseling sheet – information to be presented in the initial counseling of the elderly person (recommendations)*
obligatoriu cu semnatură digitală disponibil și prin OOTS
Socio-medical evaluation form with dependency degree evaluation grid*
obligatoriu cu semnatură digitală disponibil și prin OOTS
Intervention Plan*
obligatoriu cu semnatură digitală disponibil și prin OOTS
Individualized Care and Assistance Plan, annex to the Social Services Contract*
obligatoriu cu semnatură digitală disponibil și prin OOTS
Report on the results of the implementation of the individualized assistance and care plan*
obligatoriu cu semnatură digitală disponibil și prin OOTS
Service monitoring sheet*
obligatoriu cu semnatură digitală disponibil și prin OOTS
Case manager monitoring sheet*
obligatoriu cu semnatură digitală disponibil și prin OOTS
Disposition regarding the establishment of the right to social services granted as a social assistance measure for an elderly person*
obligatoriu cu semnatură digitală disponibil și prin OOTS
Fees

Title

Value

Currency


None
Deadlines
Resolution time:
30
Calendar days
Case filling duration:
0
Calendar days
Notification deadline:
5
Calendar days
Appeal routes

​In case of dispute, the common law rules apply

*
Additional information
More info:
Links
None
Assistance and problem-solving services
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Last updated: 
22 April 2026
Publicat de către: 
A paragraph is a self-contained unit of a discourse in writing dealing with a particular point or idea. Paragraphs are usually an expected part of formal writing, used to organize longer prose.
Institution responsible with document: 
Publicat de către: 
A paragraph is a self-contained unit of a discourse in writing dealing with a particular point or idea. Paragraphs are usually an expected part of formal writing, used to organize longer prose.
Oradea Social Assistance Directorate*
*Content marked with an asterisk (*) has been automatically translated and may not fully reflect the original meaning. For objective interpretation, please consult the Romanian version.
Str. Primăriei nr. 42
Telefon:
Fax: +40 259 441 678
Email: contact@daso-oradea.ro
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