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The Social Development  Application Process Policy Reference – Social Development Policy & Procedures Manual
Agenda   ,[object Object],[object Object],[object Object],[object Object]
Before you begin!  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The SD Application Process What is the purpose of the  SD Application  Process?
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The SD Application Process
The SD Application Process To View Video Click Here
The SD Application Process What are the steps involved in conducting the application process ?
The SD Application Process  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  6 - Complete Budget and Decision form  & documentation  7 – Process & issue cheque  8 - Establish steps & plan for independence 9 - Create client file & enter docs  case notes  Interview  process  flowchart
The SD Application Process What should be considered in  making an eligibility determination?
[object Object],[object Object],[object Object],Policy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The SD Application Process What policies / conditions must be addressed during the application process ?
Policies & Conditions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The SD Application Process What forms need to be used during  the Application  Process?
[object Object],[object Object],Forms ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The SD Application Process What client documents are  needed from the client for the  application process ?
Client Documents  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The SD Application Process What conditions must be addressed during the application process ?
Conditions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The SD Application Process What are the procedures that must be utilized during the application process ?
Procedures ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Procedures ,[object Object],[object Object],[object Object],[object Object],[object Object],Additionally, it is  important  that:
Procedures ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Lastly  the BSDW  must :
The Application Form (901-27) Side 1
The SD Application Form What are the guidelines for filling out the SD Application Form?
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The 901-27 Guidelines
The SD Application Process How is the form filled out?
The SD Application Form ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],The SD Application Form Sample Scenario
Section 1 – Client Info   (If No enter N/A in date of arrival, If Yes fill in date)       (   if NO, no other information required)    (if YES no other information required, if NO enter explanation) (needs to match identification, if not applicable enter N/A Note Comments in Red  Click Enter to see data Have the client enter all pertinent information
Section 1 – Client Info JANE JACK  PACIFIC FN 980 0014301 BC 1345 TSLIEL-WAUTUTH STREET PACIFIC LAND, BC V0N 1G0   X 604-955-2345   X  X Mar 31 st  1953   7  2  1  4  3  2  6  7  8    N / A   Secretary   X  N/A  x  x  1  2  2  9  LEANNE TOM, PACIFIC FIRST NATION   1011.00   X X 0  x  0  3  2  8  LAID OFF – Funding Ended  X  Ex Spouse whereabouts Unknown N/A  N/A  N/A N/A  N/A  N/A PACIFIC FIRST NATION 980
Section 2 – Residency Click Enter to see data (if client has moved in the last 12 months enter Data, If not enter N/A)  ( If applicant or spouse have been in school or program  in the last 12 months enter data, if not enter n/a) (If applicant &/or spouse were employed in the last 12 months enter data, if not enter N/A )
Section 2 – Residency    N/A   N/A Computer Skills Level 1, 2 & 3     January  XX  July  20XX  N/A  N/A    N/A PACIFIC FIRST NATION  January  20XX  March  20XX N/A  N/A
Section 3 – Dependents  Click Enter to see data If applicant has minor dependents enter names (needs to match identification),  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)
Section 3 – Dependents  SARAH JACK  DTR  02/10/xx   PACIFIC FN 980-001 43 03  GRADE 10 JASON JACK  SON  14/04/xx   PACIFIC FN  980-001 43 02  GRADE 6 N/A   N/A  N/A
Side 2
Section 4 – Assets  Click Enter to see data (If No, further info required,  If Yes, enter dollar amount)
Section 4 – Assets  X  0.00  X  $0.00  X  0.00 X  0.00  X  1997 Chevy ($2500)  X  0.00 X  $0.00  X  $0.00  X  $0.00
Section 5 – Income  ( If applicant indicated no spouse and/or dependents, put a line though the entire column, and mark with N/A) Click Enter to see data
Section 5 – Income  $2,500.00 N  A N  A X  500.00  Apr3/XX
Section 6 – Shelter  (Supporting Documentation must be provided & confirmed)  If not applicable enter N/A Click Enter to see data
Section 6 – Shelter  X  JANE JACK RENTED  X 310.00  85.00  12.00 66.00 N/A N/A  24.00
Section 7 - Declaration Client must read declaration. If client has difficulty reading, worker can read the declaration to the client Client signature needs to be witnessed & dated Use this section to enter details on documentation or other Click Enter to see data
Section 7 - Declaration Leanne Tom  May 5/XX   Leanne Tom  05/5/XX Jane supported herself and her children with the two month’s income she received from her temporary employment with the band. March rent and food paid for with last cheque. Currently out of funds, not entitled to EI due to short length of employment. Husband cannot be found, no maintenance available. All documentation currently received. Client will need SA for May.   Jane Jack  May 5/XX  Leanne Tom  May 5/XX
The SD Application Process Using the Jane Jack Scenario what should be in the Jane Jack File?
Jane Jack’s File Content  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],(Please click on links  below to download completed samples  for your information )
This completes the SD Application Process Review  Thank you for participating! For further information and/or SD Policy Clarification contact our training staff at -1-800-991-7099 or visit our website at  www.fnsds.org [email_address]  - FNSDS Program Manager  [email_address]  – FNSDS Training Coordinator

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The application-process-ppt-final-97-2003

  • 2. The Social Development Application Process Policy Reference – Social Development Policy & Procedures Manual
  • 3.
  • 4.
  • 5. The SD Application Process What is the purpose of the SD Application Process?
  • 6.
  • 7. The SD Application Process To View Video Click Here
  • 8. The SD Application Process What are the steps involved in conducting the application process ?
  • 9. The SD Application Process 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 6 - Complete Budget and Decision form & documentation 7 – Process & issue cheque 8 - Establish steps & plan for independence 9 - Create client file & enter docs case notes Interview process flowchart
  • 10. The SD Application Process What should be considered in making an eligibility determination?
  • 11.
  • 12. The SD Application Process What policies / conditions must be addressed during the application process ?
  • 13.
  • 14. The SD Application Process What forms need to be used during the Application Process?
  • 15.
  • 16. The SD Application Process What client documents are needed from the client for the application process ?
  • 17.
  • 18. The SD Application Process What conditions must be addressed during the application process ?
  • 19.
  • 20. The SD Application Process What are the procedures that must be utilized during the application process ?
  • 21.
  • 22.
  • 23.
  • 24. The Application Form (901-27) Side 1
  • 25. The SD Application Form What are the guidelines for filling out the SD Application Form?
  • 26.
  • 27. The SD Application Process How is the form filled out?
  • 28.
  • 29.
  • 30. Section 1 – Client Info (If No enter N/A in date of arrival, If Yes fill in date) ( if NO, no other information required) (if YES no other information required, if NO enter explanation) (needs to match identification, if not applicable enter N/A Note Comments in Red Click Enter to see data Have the client enter all pertinent information
  • 31. Section 1 – Client Info JANE JACK PACIFIC FN 980 0014301 BC 1345 TSLIEL-WAUTUTH STREET PACIFIC LAND, BC V0N 1G0 X 604-955-2345 X X Mar 31 st 1953 7 2 1 4 3 2 6 7 8 N / A Secretary X N/A x x 1 2 2 9 LEANNE TOM, PACIFIC FIRST NATION 1011.00 X X 0 x 0 3 2 8 LAID OFF – Funding Ended X Ex Spouse whereabouts Unknown N/A N/A N/A N/A N/A N/A PACIFIC FIRST NATION 980
  • 32. Section 2 – Residency Click Enter to see data (if client has moved in the last 12 months enter Data, If not enter N/A) ( If applicant or spouse have been in school or program in the last 12 months enter data, if not enter n/a) (If applicant &/or spouse were employed in the last 12 months enter data, if not enter N/A )
  • 33. Section 2 – Residency N/A N/A Computer Skills Level 1, 2 & 3 January XX July 20XX N/A N/A N/A PACIFIC FIRST NATION January 20XX March 20XX N/A N/A
  • 34. Section 3 – Dependents Click Enter to see data If applicant has minor dependents enter names (needs to match identification), 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)
  • 35. Section 3 – Dependents SARAH JACK DTR 02/10/xx PACIFIC FN 980-001 43 03 GRADE 10 JASON JACK SON 14/04/xx PACIFIC FN 980-001 43 02 GRADE 6 N/A N/A N/A
  • 37. Section 4 – Assets Click Enter to see data (If No, further info required, If Yes, enter dollar amount)
  • 38. Section 4 – Assets X 0.00 X $0.00 X 0.00 X 0.00 X 1997 Chevy ($2500) X 0.00 X $0.00 X $0.00 X $0.00
  • 39. Section 5 – Income ( If applicant indicated no spouse and/or dependents, put a line though the entire column, and mark with N/A) Click Enter to see data
  • 40. Section 5 – Income $2,500.00 N A N A X 500.00 Apr3/XX
  • 41. Section 6 – Shelter (Supporting Documentation must be provided & confirmed) If not applicable enter N/A Click Enter to see data
  • 42. Section 6 – Shelter X JANE JACK RENTED X 310.00 85.00 12.00 66.00 N/A N/A 24.00
  • 43. Section 7 - Declaration Client must read declaration. If client has difficulty reading, worker can read the declaration to the client Client signature needs to be witnessed & dated Use this section to enter details on documentation or other Click Enter to see data
  • 44. Section 7 - Declaration Leanne Tom May 5/XX Leanne Tom 05/5/XX Jane supported herself and her children with the two month’s income she received from her temporary employment with the band. March rent and food paid for with last cheque. Currently out of funds, not entitled to EI due to short length of employment. Husband cannot be found, no maintenance available. All documentation currently received. Client will need SA for May. Jane Jack May 5/XX Leanne Tom May 5/XX
  • 45. The SD Application Process Using the Jane Jack Scenario what should be in the Jane Jack File?
  • 46.
  • 47. This completes the SD Application Process Review Thank you for participating! For further information and/or SD Policy Clarification contact our training staff at -1-800-991-7099 or visit our website at www.fnsds.org [email_address] - FNSDS Program Manager [email_address] – FNSDS Training Coordinator