Identify Issues In Adoption Home Study Report

---
name: identify-issues-in-adoption-home-study-report
task_id: trusts-estates-private-client/identify-issues-in-adoption-home-study-report
description: Closes the gap where agents review adoption home study packages by checking background check timing, reference count and composition, registry-search documentation, evaluator independence, and unresolved discrepancies against the applicable adoption requirements.
activates_for: [planner, solver, checker]
---

# Skill: Identify Issues in Adoption Home Study Report

## 2. Failure modes the skill is correcting

- Accepting a home study at face value without testing each required component against the filing posture and the operative adoption rules
- Missing time-sensitive clearance defects where a check is stale, incomplete, or unsupported by the file chronology
- Failing to separately evaluate each adult in the prospective home and each required source document against the same governing standard
- Overlooking missing registry-search proof, missing notice support, or incomplete paternity-search documentation
- Treating evaluator independence as a formality even when the record suggests a prior relationship or other conflict
- Leaving reported inconsistencies unresolved instead of converting them into explicit follow-up items
- Writing a memorandum that describes concerns but does not prioritize them into a usable correction plan

## 3. Legal frameworks / domain conventions that apply

- Adoption home studies are document-driven compliance reviews: the memo should test the package against the governing state adoption statute, implementing regulations, local court requirements, and agency practice rules reflected in the source set
- Background checks and child-abuse or neglect registry searches are typically time-bound and person-specific; each adult subject to screening must be matched to the applicable requirement, the search date, and the filing or approval milestone
- Reference requirements commonly specify both a minimum number and a composition rule; unrelated references, if required, are not interchangeable with family or household references
- Putative-father or paternity-registry searches are a distinct statutory step in many jurisdictions and usually require documentary proof, not just a recital that the search was done
- Medical or psychological evaluations are expected to be independent and credible; a disclosed prior relationship may create a conflict that affects weight, completeness, or acceptability
- A home study is incomplete if the social worker notes a discrepancy but does not explain how it was resolved or why it is immaterial
- The controlling authority may be a statute, regulation, court rule, agency rule, or other adoption-specific requirement identified in the package; each issue should be tied to the most specific authority available from the record

## 4. Analytical scaffolds

1. Build an inventory of every required screening, reference, registry search, evaluator, and discrepancy mentioned in the package before assessing sufficiency
2. For each screening item, match the subject person, completion date, and applicable validity period to the anticipated filing or approval date; if the timing cannot be verified, treat the item as deficient
3. For references, count the total submissions and classify each as related, unrelated, or otherwise disqualified under the governing requirement; compare the observed mix to the applicable rule
4. For registry-search materials, look for affirmative proof of the search, the scope of the search, the date, and any follow-up notice or termination documentation required by the same rule set
5. For each evaluator, identify whether the record shows a prior personal, professional, or caregiving relationship that may affect independence or perceived neutrality
6. For each discrepancy flagged by the home study writer, determine whether the report explains the resolution, documents the correction, or instead leaves the issue open
7. For every issue, state: the authority implicated, the factual defect, why it matters for the adoption process, and the corrective step needed next
8. Sort issues by practical impact: first items that may block filing or approval, then items that require disclosure, supplementation, or clarification

## 5. Vertical / structural / temporal relationships

- Review the application, background-check summary, home-study narrative, attachments, and any cover letters together; deficiencies often appear only when the dates and identities are cross-read across documents
- A screening completed for one adult does not satisfy the requirement for another adult unless the file expressly shows the same person and the same scope
- A registry search, notice letter, and status update should be read as a sequence; proof of one step does not cure missing proof of the next
- A discrepancy noted in the body of the report should be checked against attachments and follow-up correspondence before it is treated as resolved
- If the file reflects an imminent filing or hearing milestone, stale or unsupported items should be treated as higher priority than issues that are purely editorial

## 6. Output structure conventions

- Single deliverable: adoption issue memorandum
- Use a conventional memorandum shape: short executive summary, followed by a prioritized issue list, then a concise section for items that are concerns but not present deficiencies, and end with a recommended actions block
- Define one ordinal severity scale at the top and apply it consistently to every issue entry
- For each issue entry, include: severity, controlling authority, factual deficiency, why the deficiency matters, and the recommended correction
- Keep the analysis tied to the source record; if the record does not support a required conclusion, say so and treat the omission as a gap
- Make each issue actionable: identify what must be supplemented, verified, disclosed, or re-run, and by whom if the role is apparent from the file
- Use plain-text issue statements that remain intelligible when lifted into a word-processing document
- Close the memorandum with an explicit Recommended Actions block that assigns the next step, the responsible role, and the timing anchor drawn from the file or, if none exists, the nearest filing or approval milestone