2013-14 TIOW Agreement Wind-Down Planning Checklist
Please return completed form to MTCU by September 30, 2013.
Purpose:
The Agreement Wind-Down Planning Checklist is intended to be a common source document used by both the Ministry and the service provider to document strategies
developed by the service provider related to the wind-down of Targeted Initiative for Older Workers (TIOW) agreements.
Application:
Service providers must use this tool to aid in the development of comprehensive wind-down strategies that avoid or mitigate disruptions to client service.
Ministry staff must use this tool to support service providers as they develop wind-down strategies; monitor the progress of developed wind-down strategies; and coordinate
strategies and identify issues related to wind-down across an entire community.
The checklist is a “living” document, in that initial wind-down strategies will likely change through implementation. It is expected that Ministry staff and the service provider will
work out a schedule for the sharing of information related to this document and the timely updating of this document.
Item
Strategy/Additional Information/General Comments
This section outlines the primary components of a winddown strategy for TIOW agreements.
Ministry staff and service providers must use this section to provide information on the various components of the
overall wind-down strategy for the TIOW agreement. Updates made to the initial Wind-Down Planning Checklist
should be prefaced by the date and name of the individual adding the update
Agreement Service Wind-Down
1. Determine cut-off dates for delivered TIOW
services
Consideration in determining the cut-off date for services:

The date(s) should take into account the duration
required for completion of the offered services

The date(s) should (where possible) take into account
any responsibilities the service provider has for client
follow-up after completion of the services

The date(s) should take into account the service needs
of the community, and the availability of ES or other
community services for client referral after the cut-off
date

The date(s) should allow the service provider a
sufficient amount of time to give reasonable notice to
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2013-14 TIOW Agreement Wind-Down Planning Checklist
Please return completed form to MTCU by September 30, 2013.
community stakeholders (public, community
organizations, other levels of government, relevant EO
service providers) regarding the cessation of services

The date(s) should be determined in consultation with
MTCU, and community service providers that may
receive client referrals from the exiting service provider

The date(s) should allow enough time for ministry staff
to give sufficient notice to internal stakeholders (for
example: EO Hotline)
2. Client referral strategy
Considerations for developing a client referral strategy:

Identify service providers and/or community
organizations that deliver similar services

Notify and consult with EO providers and/or other
community organizations regarding service closure and
potential client referral (where appropriate)

Confirm that service providers and/or community
organizations identified for client referral have sufficient
capacity to meet anticipated needs

Ensure that your organization continues to have
sufficient staff and resources to implement the strategy
3. Communication strategy for clients and
community stakeholders
Considerations for developing a communications strategy for
clients and community stakeholders:

Notify EO service providers and/or other community
organizations of agreement wind-down and all
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2013-14 TIOW Agreement Wind-Down Planning Checklist
Please return completed form to MTCU by September 30, 2013.
implications in advance of any client service cut-off
date(s)

Ensure advance public notification of agreement winddown

Ensure that sufficient staff and resources are present to
address service inquiries after the client service cut-off
date(s) and/or other service changes prior to the
agreement end date, including appropriate referrals (if
applicable) to other EO service providers and/or
community organizations

Ensure web-based resources are updated with any
changes to service delivery (for example: 211
database, SP website etc.)
4. TCU monitoring during the wind-down period
Ministry staff will provide details regarding any monitoring
activities that will be conducted during the wind-down period
5. Reporting strategy during the wind-down period
Service providers continue to have a responsibility to follow the
reporting requirements outlined in Schedule D of their TIOW
2013-14 Agreement.
6. Client follow-up strategy during the wind-down
period
Service providers continue to have a responsibility to conduct
client follow-up during the wind-down period
At the conclusion of the TIOW agreement:

For clients that have exited TIOW services no further
client follow-up will be required by service providers
beyond the end date of the legal agreement. In order to
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2013-14 TIOW Agreement Wind-Down Planning Checklist
Please return completed form to MTCU by September 30, 2013.
capture the maximum number of client results possible,
service providers must follow-up with all clients (even if
they have not yet reached the three or six month
timeframe) prior to the end date of the agreement
7. Other service wind-down considerations
This area can be used to document any other service winddown considerations that may arise.
For example: Client record retention
Agreement Administration
1. Administration
This area can be used to document issues related to the winddown of agreement infrastructure.
For example:
 Equipment rental agreements
 Lease agreements and rent
2. Human Resources
This area can be used to document wind-down related HR
issues.
For example:
 Staffing
 Collective Agreements
3. Disposition of Assets
TIOW Assets Report
Service providers are required to provide TCU with a TIOW
Assets Report that includes all assets purchased on or after
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2013-14 TIOW Agreement Wind-Down Planning Checklist
Please return completed form to MTCU by September 30, 2013.
April 1, 2010, the cost of which exceeded $1000 at the time of
purchase and your organization’s plan for the retention or
disposition of these assets.
4. Audit
Service providers continue to have a responsibility to follow the
reporting requirements outlined in Schedule D of their TIOW
2013-14 Agreement.
Service Provider Contact Name and Title:
(insert name and title)
Date:
(insert date)
MTCU Employment and Training Consultant:
(insert name)
Date:
(insert date)
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