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CURRENT VERSION

Criminal Background Checks & Sexual Offender Investigations Policy

Silver Home Care

Effective Date: 09/01/2025
Last Revised: N/A
Approved By: Kelly Schmunk
Former Reference: Policy 4.21
Applies To: All Employees, Contractors, Supervisors, Administrative Staff
Regulatory Compliance:
55 Pa. Code § 52.20 55 Pa. Code § 52.15 OAPSA Peake v. Commonwealth (2021)

I Purpose

  1. To ensure safe and competent services are provided by Silver Home Care employees.
  2. To comply with state and federal regulations requiring criminal background investigations and sexual offender registry checks.
  3. To reduce liability for the Agency by ensuring unsuitable individuals are not placed in direct care roles.

II Scope

This policy applies to all employees, applicants, contractors, and volunteers considered for positions that involve direct contact with participants.

III Definitions

Criminal Background Check
State Police, FBI, or equivalent background investigation to determine criminal history.
Sexual Offender Registry Check
Verification against state and federal registries to ensure the applicant has not been convicted of sexual offenses.
Prohibitive Offense
A conviction that disqualifies an individual from employment under the Older Adults Protective Services Act (OAPSA) or other applicable law.
Affidavit of Non-Disqualification
A sworn statement by the applicant affirming that they have not been convicted of a prohibitive offense.

IV Policy Content

A. Application & Timing

  • All applicants must submit criminal background checks and child abuse clearances prior to hire.
  • Applicants residing in Pennsylvania for two years or more require a State Police check; others must also submit an FBI fingerprint check.
  • Sexual offender registry checks must be performed prior to hire.

B. Criminal History Review

  • Silver Home Care does not maintain a blanket ban on hiring individuals with criminal records.
  • Every applicant who discloses or is found to have a criminal history will receive an individualized risk assessment.
  • Consistent with the DHS Interim Guidance, all criminal records—regardless of offense type—are evaluated through a standardized assessment process to determine employment eligibility.

B.1 Individualized Risk Assessment Procedure

Agency Position: Silver Home Care operates in recognition of the legal grey area created by the tension between OAPSA requirements and the Peake v. Commonwealth decision. Following DHS Interim Guidance, we do not maintain a blanket ban on hiring individuals with criminal records. Every applicant with a criminal history receives an individualized risk assessment. However, offenses historically prohibited under OAPSA are weighted heavily and require significant mitigating factors for hire consideration.

For all applicants with criminal convictions, the following individualized risk assessment shall be conducted:

1.Assessment Factors (Peake Factors)

Each factor must be documented in writing:

  • Nature and gravity of the offense — severity, violence, victim involvement
  • Time elapsed — years since conviction and completion of sentence
  • Evidence of rehabilitation — employment history, education, references, treatment completion
  • Job-relatedness — nexus between offense and duties of the position
  • Age at time of offense — juvenile vs. adult conduct
  • Number and pattern of offenses — isolated incident vs. pattern of behavior

2.Weighting Criteria

All offenses are assessed individually. Offenses historically listed under OAPSA require significant mitigating factors for hire consideration. The following categories indicate the level of scrutiny and documentation required:

Offense Category Weight Assessment Approach
OAPSA-Listed Offenses (Violent/Sexual, Crimes Against Vulnerable Persons) CRITICAL Highest scrutiny; requires significant mitigating factors and compelling evidence of rehabilitation for hire consideration
Fraud/Theft/Financial Offenses ELEVATED Elevated concern; requires documented rehabilitation and mitigation
Other Offenses STANDARD Full factor analysis per standard procedure

3.Decision Authority

  • HR Coordinator completes the Individualized Risk Assessment Form
  • Administrator reviews and renders final hiring decision
  • Both signatures required on assessment form before offer/denial

4.Applicant Rights & Notification

  • Applicant must be notified in writing that an individualized assessment is being conducted
  • Applicant has 5 business days to submit mitigation evidence (rehabilitation, references, explanation)
  • Applicant receives written decision with basis for determination
  • Denial based on assessment may be appealed to Administrator within 10 business days

5.Timeframe

  • Assessment initiated within 3 business days of background check receipt
  • Applicant notification sent same day assessment is initiated
  • Final decision rendered within 10 business days of receiving any applicant mitigation (or expiration of mitigation period)

6.Individual Referral Consideration

When an applicant is referred by the individual they will be dedicated to serving, the Administrator may exercise discretion in the final assessment based on:

  • The nature of the dedicated one-on-one care relationship
  • Observed interactions between the applicant and the individual
  • The Administrator's overall impression of the situation
  • Whether the placement feels appropriate given all circumstances

Documentation required: When this consideration is applied, the Administrator must note the basis for the adjustment in the "Overall Impression" section of the Risk Assessment Form (e.g., observed relationship dynamics, environmental factors, interaction quality).

Note: This is a minor consideration (1-2 points) and does not override significant risk factors.

7.Required Documentation

  • Individualized Risk Assessment Form (Form HR-IRA-01) — completed for every non-OAPSA conviction
  • Copy of background check results
  • Applicant notification letter (dated)
  • Any mitigation evidence submitted by applicant
  • Written decision with rationale
  • Signatures of HR Coordinator and Administrator

All documentation retained per Section V (7 years).

C. Employee Disclosure

  • Current employees must self-report any arrest or conviction within 72 hours.
  • Failure to report may result in termination.

D. Confidentiality

  • All records are confidential and may only be accessed by those with a legitimate need-to-know.
  • Records are secured and stored in the People Management System.

E. Appeals

  • Applicants and employees have the right to appeal or contest background information they believe is incorrect.
  • Pending appeals do not permit provisional hiring beyond established timeframes.

F. Enforcement

  • Any employee or applicant found to have provided false information or withheld disqualifying information will be immediately terminated.

V Documentation & Recordkeeping

Submission receipts, clearance results, affidavits, and monitoring notes must be retained in the personnel file for a minimum of seven (7) years (§ 52.15).

VI Consequences & Enforcement

  • Applicants assessed as Critical Risk through the individualized risk assessment will not be hired.
  • Current employees who receive a Critical Risk determination upon disclosure or discovery of criminal history will be immediately terminated.
  • Failure to disclose criminal history or self-report new arrests/convictions within 72 hours may result in termination.
  • Failure to comply with background check requirements may result in disciplinary action and regulatory penalties.

VII Review & Updates

This policy will be reviewed annually and updated as necessary in response to changes in OAPSA, case law, or payer contract requirements.

IX Regulatory Compliance Reference Grid

Regulation / Source Requirement Section Addressed
55 Pa. Code § 52.20 Background check requirements for HCBS providers IV.A
55 Pa. Code § 52.15 Record retention V
DHS Interim Guidance Individualized risk assessment for all criminal histories (no blanket ban) IV.B, IV.B.1

X Change Log

01/30/2017 Policy 4.21 created.
02/01/2021 Policy 4.21 v2.0 issued (added ownership and review cycle).
04/15/2022 Policy 4.21 v3.0 issued; formatting, oversight, quarterly review cycle.
09/01/2025 Updated into Silver Home Care template with citations and regulatory audit notes. Supersedes all prior versions of Policy 4.21. Approved by Administrator.

XI Regulatory Verification Report

Independent verification of regulatory citations against policy language

Regulatory Citation Verification

Each citation reviewed against source requirements

55 Pa. Code § 52.20 — Criminal History Checks VERIFIED
Regulatory Requirement

HCBS providers must obtain PA State Police criminal history check for all employees. FBI check required if PA resident less than 2 years. Checks must be obtained prior to assignment.

Policy Language

Section IV.A: "Applicants residing in Pennsylvania for two years or more require a State Police check; others must also submit an FBI fingerprint check... prior to hire."

Verification Notes

Policy correctly implements 2-year residency threshold and FBI requirement. "Prior to hire" satisfies "prior to assignment."

55 Pa. Code § 52.15 — Record Retention NOTE
Regulatory Requirement

Provider records must be retained for 4 years from date of service or until audit resolution, whichever is later. UPMC contract requires 7 years.

Policy Language

Section V: "retained in the personnel file for a minimum of seven (7) years (§ 52.15)."

Verification Notes

Policy exceeds state minimum (4 years) by adopting UPMC's 7-year requirement. Citation should reference both § 52.15 AND UPMC Provider Agreement Attachment B(7)(E).

DHS Interim Guidance — Individualized Assessment VERIFIED
Regulatory Requirement

DHS Interim Guidance provides that there is no blanket ban on hiring individuals with criminal records. All criminal histories must be evaluated through an individualized risk assessment process.

Policy Language

Section IV.B: "Silver Home Care does not maintain a blanket ban on hiring individuals with criminal records. Every applicant who discloses or is found to have a criminal history will receive an individualized risk assessment."

Verification Notes

Policy correctly implements DHS Interim Guidance with comprehensive individualized risk assessment procedure (Section IV.B.1) applied to all criminal histories.

Individualized Risk Assessment Procedure VERIFIED
Requirement

Employers must conduct individualized risk assessments considering: nature of offense, time elapsed, evidence of rehabilitation, and relationship to job duties. Decisions must be documented with rationale.

Policy Language

Section IV.B.1: Complete Individualized Risk Assessment Procedure including assessment factors, weighting criteria, decision authority, applicant rights, timeframes, and documentation requirements.

Verification Notes

Policy fully implements individualized assessment requirements with documented procedure. All factors specified. Risk Assessment Form required for every evaluation.

Agency Policy Position

Silver Home Care's approach to criminal background review

No Blanket Ban — Individualized Assessment for All Records

Silver Home Care follows the DHS Interim Guidance. We do not maintain a blanket ban on hiring individuals with criminal records. Every applicant with a disclosed or discovered criminal history receives an individualized risk assessment to evaluate their suitability for employment.

Employment decisions are based on the totality of circumstances as evaluated through our standardized risk assessment process, which considers offense severity, conviction patterns, reference quality, employment history, and job relevance.

Eligible for Roster

Low to Moderate Risk assessments with provisional supervision as appropriate

Not Eligible

Critical Risk assessments result in denial of employment

Implementation Gap Detection

Verifies policy doesn't just cite requirements — it implements them

Requirement Citation Only? Procedure Documented? Form/Checklist? Status
Criminal background check timing IV.A Hire checklist COMPLETE
FBI check for <2yr residents IV.A Hire checklist COMPLETE
Criminal history review (all records) IV.B Risk Assessment Form COMPLETE
Individualized risk assessment IV.B.1 Risk Assessment Form COMPLETE
Employee self-reporting IV.C Self-disclosure form COMPLETE
Record retention (7 years) V File retention schedule COMPLETE

Gap Detection Rule: A requirement is only "complete" when ALL THREE columns are satisfied. Citing a regulation without documenting the procedure and creating the supporting form/checklist leaves the policy vulnerable to audit findings.

Required Forms & Documents

Generate ready-to-use forms referenced in this policy

CRITICAL

Form HR-IRA-01

Individualized Risk Assessment Form

Referenced in: Section IV.B.1

STANDARD

New Hire Clearance Checklist

Background check verification checklist

Referenced in: Section IV.A

STANDARD

Background Review Form

OAPSA offense screening worksheet

Referenced in: Section IV.B

EMPLOYEE

Self-Disclosure Form

72-hour arrest/conviction reporting form

Referenced in: Section IV.C

LETTER

Applicant Notification Letter

Notice of individualized assessment

Referenced in: Section IV.B.1(4)

LETTER

Adverse Decision Letter

Denial notification with appeal rights

Referenced in: Section IV.B.1(4)

Pro tip: Download all forms and store them in your HR shared drive. Update the form numbers in your document control system.

Cross-Policy Alignment

Related Policy Alignment
Provisional Hiring Policy Aligned — 90-day FBI window, affidavit requirements
Child Abuse Clearance Policy Aligned — Complementary clearance requirement
Recruitment & Hiring Policy Aligned — Incorporates clearance prerequisites

External Requirements Cross-Walk

Source Status
UPMC Provider Agreement (2022) Satisfied
OLTL HCBS Waiver Requirements Satisfied
DOH Chapter 611 (Home Care) Satisfied

Related Compliance Findings Addressed

DOH Sept 2024 §611.52(b) PATCH timing — Addressed IV.A
DOH Aug 2021 §611.52(c) FBI check — Addressed IV.A
UPMC Sept 2020 Finding 8: FBI non-PA — Addressed IV.A
QMET Nov 2019 Finding 3: FBI checks — Addressed IV.A

Ongoing Compliance Actions

HR

Annual Clearance Audit

Verify all employee clearances remain valid and properly documented.

Compliance

Quarterly File Review

Random sample of personnel files for affidavit and self-report documentation.

Compliance Disposition

FULLY COMPLIANT

Summary: This Criminal Background Checks & Sexual Offender Investigations Policy has been verified against applicable Pennsylvania regulations and payer contract requirements. The policy satisfies all regulatory obligations with complete implementation procedures.

Regulatory Verification: Four (4) regulatory citations were reviewed and verified. All citations are fully implemented with documented procedures and supporting forms.

Agency Position: Silver Home Care follows the DHS Interim Guidance. There is no blanket ban on hiring individuals with criminal records. Every applicant with a criminal history receives an individualized risk assessment. Employment decisions are based on the totality of circumstances, not automatic disqualification based on offense type.

Implementation Gap Analysis: All six (6) regulatory requirements passed the three-column test: citation present, procedure documented, and form/checklist created. No implementation gaps remain.

Findings Remediation: This policy addresses deficiencies cited in four (4) separate regulatory events: DOH Re-Licensure Surveys (2021, 2024), UPMC Limited Review (2020), and QMET Monitoring (2019). Criminal background check findings appeared in all four events, making this a high-priority policy area. Current policy language directly addresses the root causes identified in each finding.

Prior Recommendations — Status:

  1. Update Section V to cite both § 52.15 and UPMC Provider Agreement — ADDRESSED
  2. Implement individualized risk assessment procedure — ADDRESSED in IV.B.1
  3. Create standardized risk assessment form — ADDRESSED - Form available

Verified By: Landingsite Compliance Review

Verification Date: January 29, 2026

4 Citations Reviewed 4 Verified 0 Gaps

Supporting Evidence

Affidavits of Non-Disqualification PA State Police Clearance Results FBI/Identogo Receipts Personnel File Records Self-Report Disclosure Forms

Full Compliance History

View all surveys, findings, and corrective actions related to this policy.

View History

Employee Acknowledgment

By signing below, I acknowledge that I have read, understand, and agree to comply with this policy.

Your acknowledgment will be securely recorded and sent to HR for your personnel file.

Questions about this policy? Contact HR at [email protected]