STEWARD ADJUSTMENT REQUEST FORM
Please use the space below to provide details regarding your request for an adjustment to a PPP/MHSW report
submitted in a previous year/quarter. Stewards are limited to one adjustment request per report.i One request form
may be used to adjust multiple reports associated with multiple programs if due to a common error. Please note the
time limits on adjustments - ensure this form is completed and submitted to the National Steward Services Team prior
to the relevant deadlines.ii If you have questions, please contact steward services: [email protected]
Company Name:
Steward Number:
Contact Name and Contact Information:
Name:
Title:
Phone#:
Email:
Date:
1. Which programs/provinces are affected (MMBC, MMSW, MMSM, SO BB, SO MHSW)?
(e.g., MMBC and SO BB)
2.
Please describe the nature of each adjustment by program, data period, type (credit or debit or both);
provide details about each type of error (e.g., material classification, weight, duplicate reporting, underreporting, logic error, etc.) and its root cause (e.g., calibration problem with scale, incorrect information
provided by supplier, used incorrect reporting units, etc.), for all affected periods (unless the same across
all affected periods in which case you need only provide the information once):
(e.g., MMBC 2015 Report (2014 Data) Weight Error - Reported in grams instead of kilograms for all SKUs
SO BB 2015 Report (2014 Data) – ditto
3. How was each error(s) detected? What work was performed to ensure all errors were identified?
(e.g., Internal Audit of Report – yes, the audit was comprehensive and this adjustment request corrects for all identified
errors.)
4.
List the materials affected and the revised quantities associated with each material in each affected data
period (if an adjustment worksheet is attached, you may skip this section):
(e.g., Please see adjustment worksheet attached in question #6)
5.
Please describe the documentation available to substantiate your adjustment request (sales reports that
include all SKU numbers affected; vendor documentation of packaging weights; internal audit report; etc.):
(e.g., Sales Report, Spreadsheet of materials and weights by SKU, Adjustment)
Canadian Stewardship Services – version 2.0
6. Please list the attachments to this document that you are submitting to support this adjustment request:
(e.g., Adjustments Worksheet, Sales Report, Original material component and weight data by SKU, Data restated in
correct units by SKU)
7.
MMBC:
MMSW:
MMSM:
SO BB:
Please complete each spreadsheet (see embedded Excel docs) as it relates to your adjustment request. You
need only complete the white cells, and only the materials that are undergoing changes:
MMBC Fee
Templates.xlsx
MMSW Fee
Templates.xlsx
MMSM Fee
Templates.xlsx
SO BB Fee
Templates.xlsx
SO MHSW -
SO MHSW: Adjustment Templates.xlsx
I attest to the accuracy and completeness of the information provided, and I understand that adjustments based on it
may be subject to review or audit either before or after such adjustments are processed. Further, I understand the
information contained within this form, any attachments to it, and information provided by (Steward Company
Name:______________________________) to Canadian Stewardship Services Alliance (CSSA) that is related to this
adjustment request may be shared with a third party professional services (auditing and risk management services)
firm for the sole purpose of providing assurance services with respect to the requested adjustment(s), and with which
CSSA has executed an appropriate contractual arrangement and/or non-disclosure agreement to ensure this
information is held in confidence. Also, I understand the steward will be invoiced by CSSA for the third party
assurance work CSSA may require to validate the steward’s adjustment request; such invoicing would be made in
accordance with an agreement executed between CSSA and the steward prior to execution of the third party
assurance work. Also, I understand CSSA’s Adjustment Policy (see link). Last, I understand reports may be adjusted
once only by stewards; previously adjusted reports may not be adjusted a second timei.
We certify that by signing this document, we are declaring that the undersigned is authorized to provide the
aforementioned information and make this undertaking.
__________________________________________ __________________________________
Signature of Authorized Party
Date
__________________________________________
Name and Title of Authorized Party in Print
Canadian Stewardship Services – version 2.0
i Stewards are responsible for informing CSSA for any under-reporting regardless of the number of previous adjustments submitted. Only in
exceptional circumstances can a steward submit a second credit adjustment for a period for which a previous adjustment has been processed. Such
requests are subject to review and approval by the CFO and may result in administrative fees owing by the steward.
ii ADJUSTMENT CREDIT REQUESTS
Time Limits & Documentation Requirements: CSSA policy allows stewards to request credit adjustments to their reports for a period of up to two
years from the associated report submission due date (regardless of the date the steward submitted its report). For example, a steward may
request a credit adjustment to the quantities included in its 2015 PPP report (which was due on May 31, 2015) through May 31, 2017. Stewardship
Ontario MHSW program rules allow adjustments for a period of up to two years from the Fee Payment Due dates shown in Appendix C of the
MHSW rules. In order for an adjustment to be considered, a complete adjustment request package (i.e., a completed and comprehensible
adjustment request form accompanied by sufficient documentation to support the requested changes) must be received by CSSA prior to the
adjustment deadline. For further details and clarification, please see the table below.
CSSA Adjustment Policy Timeline
Deadlines for PPP
Report:
Deadline for Adjustment:
2014 Report (2013 Data)
May 31, 2016
2015 Report (2014 Data)
May 31, 2017
2016 Report (2015 Data)
May 31, 2018
2017 Report (2016 Data)
May 31,2019
Deadlines for Ontario MHSW
Report:
2014 Q1 Report (Q4 Data) 2014 Q2 Report (Q4 Data) 2014 Q3 Report (Q2 Data) 2014 Q4 Report (Q3 Data)
Deadline for Adjustment:
May 31, 2016
Aug. 30, 2016
November 30, 2016
Feb. 28, 2017
*for more details see section 3.2.7 of the MHSW Rules
Canadian Stewardship Services – version 2.0
2018 Report (2017 Data)
May 31, 2020
2015 Q1 Report (Q4 Data)
May 31, 2017