First Nations Social Development Society
Introductory BSDW Training
First Nations Social
Development Society
Introductory BSDW Training
First Nations Social Development Society
Introductory BSDW Training
IA Application Process
During this session we will review:
• Basic Application Process Policy
• The Interview Process
• The Social Assistance Application
Form (901-27)
• The Budget and Decision Form
(901-25)
First Nations Social Development Society
Introductory BSDW Training
General Principle (Section 4.1, Vol1)
The Band social development worker (BSDW),
on behalf of the Administering Authority, shall
develop a consistent procedure to collect all
relevant information from an applicant in
order to determine eligibility for assistance.
All individuals have the right to apply for
social assistance, and to receive a written
decision, if they so request, concerning their
eligibility.
First Nations Social Development Society
Introductory BSDW Training
IA Application Process
The Application Process is the foundation of the
Band Social Development Worker / Social
Assistance Recipient relationship
The purpose of the process is for the BSDW to:
•
•
•
•
•
•
Create a rapport & relationship with the client
Gather necessary information & documentation
Establish level of need
Decide on eligibility
Formulate next steps
Create the necessary paperwork and file
First Nations Social Development Society
Introductory BSDW Training
IA Application Process – Interview Process
9
Create client file
& enter docs
case notes
8
Establish steps &
plan for
independence
7
Process & issue
cheque
6
Complete Budget
and Decision form
& documentation
1
Meet the client
& complete the
Application
Form
2
Gather all
relevant
information &
papers
3
Confirm
Eligibility
4
Clarify Client
Responsibilities
5
Come to a decision
on eligibility
First Nations Social Development Society
Introductory BSDW Training
IA Application Process - Eligibility
Eligibility for social assistance is determined by
objective consideration of the following factors
in accordance with IA policy:
•
•
•
•
•
•
•
•
See Section 4- Eligibility, Vol 1 of the IA Manual
residency situation
citizenship and status
family unit, dependency & composition
all sources of income
cash and other assets
present & special circumstances
associated costs for shelter
First Nations Social Development Society
Introductory BSDW Training
IA Application Process - Policies & Conditions
The following policy/conditions must be met in the Application Process:
1.
All eligibility & residency requirements have been met (Section 4.1, 4.2
and 4.3)
2.
Family Unit Size has been verified (Section 4.4)
3.
Applicants has provided all pertinent information relating to Assets &
Earned & Unearned income (Section 4.7 & 4.8)
4.
Applicant has sought all other alternative sources of income (Section
4.9)
5.
Client has provided all the documents & information necessary for the
BSDW to make a decision & if not, a decision cannot be made
6.
Information provided by applicant has been verified by the BSDW
7.
NOTE! It remains the client’s and not the BSDW’s responsibility to
provide all the needed information and documents
First Nations Social Development Society
Introductory BSDW Training
IA Application Process - Forms
The following forms must be used in the Application Process:
1.
2.
3.
4.
5.
6.
Application for Social Assistance (901 -27)
Budget and Decision Form (901-25)
Employment Insurance Information Form (BCSA 11)
Consent to Release Information (901-23)
Social Assistance Monthly Renewal Declaration (901-28)
All other required forms as described in Section 4
Where applicable, approved forms must be used in the
application process for PWD or PPMB Benefits along with all
other required forms.
1. Persons With Disabilities (SA 330 PWD and MNS Enquiry
Form)
2. Medical Report (SA 116) form & PPMB Checklist & Decision
Form (SA 117)
First Nations Social Development Society
Introductory BSDW Training
IA Application Process – Client Documents
Please see Section 3.3, Volume IA Manual for a full detailed list
Client, spouse and dependent’s Identification
Immigration papers (if applicable)
Pay slips, EI slips, Termination Notices (if applicable)
Rental agreement and/or rental receipts, mortgage
information
5. Utility bills (Hydro, telephone, fuel, propane, garbage
removal etc.)
6. Child Benefit Notices, Tax Notices, bank book (if applicable)
7. Info on any other sources of income
1.
2.
3.
4.
First Nations Social Development Society
Introductory BSDW Training
IA Application Process – Procedures
The following procedures must be utilized during the interview:
1. Use a consistent procedure & assure the info is accurate
2. Review all required documentation with applicants & make
copies for file
3. Assure all documents are either:
• Initialed & dated by applicant & Staff
• Stamped “certified true copy”
4. Explain to the client that the declaration makes the
application a legal document & that false statements could
lead to charges under the Criminal Code of Canada
5. Ensure that applicants, recipients, and dependants
understand both of the following:
• the content of the application and declaration
• the rights and responsibilities of all parties
First Nations Social Development Society
Introductory BSDW Training
IA Application Process – Procedures
Additionally, it is important that:
1. All forms should be completed by applicant. Questions not
applicable are marked N/A
2. Applicant & BSDW initial any changes made a signed
application
3. BSDW observes the signing of declaration & signs as
witness
4. BSDW explains how SA will be provided & what the client’s
responsibilities are (when renewal form is due)
5. The Budget & decision form is used to document the
applicant’s resources & monthly requirements to determine
eligibility
First Nations Social Development Society
Introductory BSDW Training
IA Application Process – Procedures
Lastly the BSDW must:
1. Inform the client of the decision, be given a copy & explained
the Appeal Process (Section 2.7) if denied
2. Explain the SD Monthly Renewal Declaration
3. Refer applicant to suitable services
4. Never sign documents for clients, if the client is unable to
sign, the client can put an “X” in the signature box
5. Create a file that includes:
• Date of application
• Decisions made & rationale for decision
• Type of contacts made, issues, requests or concerns
raised by client
• Enter all pertinent documentation, photocopies & forms
• Enter file recordings (case notes) to notate your actions
and rationale for your decisions
First Nations Social Development Society
Introductory BSDW Training
IA Application Process
Application for Social Assistance Form (901-27)
First Nations Social Development Society
Introductory BSDW Training
IA Application Process
Application for Social Assistance Form (901-27)
The 901-27 Guidelines
• The client fills out the form, unless literacy issues exist
• All fields must be reviewed and filled as indicated in the
following lesson
• All Boxes must be marked with an (x) or a (check mark)
• If a question does not apply, enter (n/a)
• Worker needs to review the form for accuracy
• The Declaration must be made clear to client
• The Client & Worker must sign the form
• The Application for Social Assistance (901-27) form must be
completed:
• at the initial application
• once every 12 months (annual review)
• if a significant change has occurred (Section 4, Eligibility)
• at reapplication for assistance
First Nations Social Development Society
Introductory BSDW Training
IA Application Process
Application for Social Assistance Form (901-27)
• In the following slides we will proceed through the Social
Assistance Application Form section by section
• The first slides will show what sort of information to be aware
of when filling out the form (written in Red)
• The subsequent slide will have the information added,
pertinent to the scenario for Jane Jack
•
• Please note that dates have been kept generic (ie 20xx) for
clarity
First Nations Social Development Society
Introductory BSDW Training
IA Application Process
Application for Social Assistance Form (901-27)
Sample Scenario
Date April 5th. Jane Jack is a mother of two, estranged from her
husband for one year. Recently lost her temporary job as a
secretary at a local office due to cutbacks. She had started in
January & worked for only a few months. She is in with her two
children and is out of money and the rent & utilities have not
been paid for May. Her last paycheck was for $500. She has
filled out the Application Form and the worker is reviewing the
information, correcting any errors. The client & worker sign the
application. The following is the completed application.
First Nations Social Development Society
Introductory BSDW Training
IA Application Process
IA Application Form (901-27) Section 1 Client Info
Note Comments in Red
Have the client enter all pertinent information
If YES, enter N/A in date of arrival, if NO fill in date
If YES, other information is required
If YES, no other information required, if NO enter explanation
Needs to match identification, if not applicable enter N/A
First Nations Social Development Society
Introductory BSDW Training
IA Application Process
IA Application Form (901-27) Section 1 Client Info
Note Comments in Red
Pacific First Nation 980
Pacific FN 9800014301
Jane Jack
13 First Street
Pacific Land, BC
BC
x
V0N 1N0
x
1
Mar 31, 1973
2
3
4
5
6
7
8
9
x
N/A
1
2
1
2
2
8 Tami Omeasoo, Pacific First Nation
1011.00
x
x
1
2
0
8
2
8
LAID OFF – funding cut
x
N/A
N/A
Ex spouse whereabouts unknown
N/A
N/A
N/A
N/A
First Nations Social Development Society
Introductory BSDW Training
IA Application Process
IA Application Form (901-27) Section 2 - Residency
Note Comments in Red
If client has moved in the last 12 months, enter data – if not, enter N/A
If applicant and/or spouse have been in school or program in the
last 12 months, enter data – if not, enter N/A
If applicant and/or spouse were employed in the last 12 months,
enter data – if not, enter N/A
First Nations Social Development Society
Introductory BSDW Training
IA Application Process
IA Application Form (901-27) Section 2 - Residency
Note Comments in Red
N/A
Computer Skills Level 1, 2, 3
N/A
01
Pacific First Nation
N/A
01
12
07
N/A
12
N/A
12
N/A
08
12
N/A
First Nations Social Development Society
Introductory BSDW Training
IA Application Process
IA Application Form (901-27) Section 3 – Dependents
Note Comments in Red
If applicant has minor dependents, enter names (needs to match identification)
and relationship to applicant (son or daughter)
Do not list spouse in this section.
If question does not apply, enter N/A
If question does not apply, enter N/A
First Nations Social Development Society
Introductory BSDW Training
IA Application Process
IA Application Form (901-27) Section 3 – Dependents
Note Comments in Red
Sarah Jack
Jason Jack
N/A
Daughter 02/12/2000 Pacific FN 98000143 03
Son
02/12/1998 Pacific FN 98000143 02
N/A
N/A
Grade 7
Grade 9
First Nations Social Development Society
Introductory BSDW Training
IA Application Process
IA Application Form (901-27) Section 4 - Assets
Note Comments in Red
If NO, no further info required
If YES, enter dollar amount
First Nations Social Development Society
Introductory BSDW Training
IA Application Process
IA Application Form (901-27) Section 4 - Assets
Note Comments in Red
x
x
N/A
x
N/A
x
N/A
x
N/A
1997 Chevy $2500
x
N/A
x
N/A
x
N/A
x
N/A
First Nations Social Development Society
Introductory BSDW Training
IA Application Process
IA Application Form (901-27) Section 5 - Income
Note Comments in Red
If applicant indicated no
spouse and/or dependents,
put a line through the entire
column and mark with N/A
First Nations Social Development Society
Introductory BSDW Training
IA Application Process
IA Application Form (901-27) Section 5 - Income
Note Comments in Red
x
500.00
01/09/2012
N/A
2,500.00
N/A
First Nations Social Development Society
Introductory BSDW Training
IA Application Process
IA Application Form (901-27) Section 6 - Shelter
Note Comments in Red
Supporting documentation must be provided and confirmed
If not applicable, enter N/A
First Nations Social Development Society
Introductory BSDW Training
IA Application Process
IA Application Form (901-27) Section 6 - Shelter
Note Comments in Red
x
Jane Jack
Rented
310.00
66.00
85.00
12.00
N/A
24.00
First Nations Social Development Society
Introductory BSDW Training
IA Application Process
IA Application Form (901-27) Section 7 - Declaration
Note Comments in Red
Client must read declaration. If Client has difficulty reading, worker can read the declaration to the Client.
Client signature needs to be witnessed and date.
Use this section to enter details on documentation or other.
First Nations Social Development Society
Introductory BSDW Training
IA Application Process
IA Application Form (901-27) Section 7 - Declaration
Note Comments in Red
Jane Jack
21/09/2012
Tami Omeasoo
Tami Omeasoo
21/09/2012
21/09/2012
Tami Omeasoo
21/09/2012
First Nations Social Development Society
Introductory BSDW Training
IA Application Process
IA Application Form (901-27) Section 7 - Declaration
Note Comments in Red
Jane Jack
21/09/2012
Tami Omeasoo
Tami Omeasoo
21/09/2012
21/09/2012
Tami Omeasoo
21/09/2012