Alberta Region
Social Development
Income Support Policy Manual
Income Support Policy Manual
0.1 Table of Content
0.1
0.2
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Table of Contents
Subject Index
Chapter 1: Income Support Program Administration
1.1
Authority, Objectives, & Principles
1.1.1 Authority
1.1.2 Objectives
1.1.3 Principles
1.1.4 Client's Rights
1.2
Responsibilities
1.2.1 First Nation Administrative Responsibilities
1.2.2 Issuing Authorities Responsibilities to Clients
1.2.3 INAC Responsibilities
1.2.4 Recipient Responsibilities
1.2.5 Federal / Provincial Boundaries & Responsibilities
1.3
Confidentiality
1.3.1 Policy
1.3.2 Collection of Personal Information
1.3.3 Use of Personal Information
1.3.4 Disclosure of Personal Information
1.3.5 Violations of Confidentiality
Chapter 2: Application Procedure / Process
2.1
General Eligibility Rules
2.2
Special Groups
2.2.1
Partners Other Than Spouses
2.2.2
Other Persons Residing in a Clients Residence
2.2.3
Income Support Clients as Guardians
2.2.4
Clients Who Need a Financial Administrator or Trustee (3rd Party Payments)
2.2.5
Deceased Clients
2.2.6
One Adult in the Community Spouse/Partner in a Facility
2.2.7
Employees of the First Nation Income Support Program
2.2.8
Post Secondary Students
2.3
Procedure for Determining Eligibility
2.3.1
Application for Income Support
2.3.2
Application Form
2.3.3
Applicant / Worker Review
2.3.4
Frequency Applications are Required
2.3.5
Assessment of Resources (Income & Assets)
Income Support Policy Manual
0.1 Table of Content
2.3.6
2.3.7
2.3.8
2.3.9
2.3.10
2.3.11
2.3.12
Employment Readiness Assessment & Case Plan
Budget & Decision Form
Frequency Budget & Decision Forms are Required
Additional Information
Written Notice
Commencement & End Date of Income Support
Methods of Payment
2.4
Limited Eligibility
2.4.1
One-Time Issues
2.4.2
Strikes & Other Job Action
2.4.3
Persons Participating in Fine Options Program
2.4.4
Self Employed Persons or Farmers
2.4.5
Acute Care / Active Treatment Hospitals
2.4.6
Child & Family Services
2.5
Policy Governing All Benefits
2.5.1
Alternative Resources
2.5.2
Special Need Allowances
2.5.3
Mismanaged Benefits
2.5.4
Lost or Stolen Benefits
2.5.5
Cheques or Vouchers That are Not Negotiated
2.5.6
Retroactivity
2.5.7
Arrears & Recovery
2.5.8
Medical Opinion
2.5.9
Awaiting Appeal
2.5.10 Rounding Benefits
2.5.11 Legal Services
Chapter 3: Income & Assets
3.1
Income
3.1.1 Income General Policy
(A) Client Responsibility
(B) Excess Income
(C) Purpose of Exempting Income
(D) Effect of Unreported Income
(E) Definitions
(F)
Garnishee Orders
(G) Income Deducted At Source to Repay Other Programs
(H) Third Party Payments
(I)
Business & Farm Self Employment Income
(J)
Income At Intake
(K) One-Time Issue
(L) Income Support Recipients From Other Provinces
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(M)
(N)
(O)
(P)
(Q)
(R)
(S)
3.2
& Territories or Issuing Authorities
Rounding Income
Saved Income
MEP Arrears on Court Orders / Legal Agreements Not Owing to the Crown
MEP Arrears on Court Orders / Legal Agreements Owing to the Crown
Vacation Pay
Retroactive CCTB or NCB Adjustments
Income Tax Refunds
3.1.2
Income Exemptions
(A) Compensation & Other Income That is 100% Exempt
(B) Compensation & Other Income That is Partially Exempt
3.1.3
Child Care for Employment
Assets
3.2.1 Assets General Policy
(A) Policy
(B) Definitions
(C) Client Responsibility
(D) Issuing Authority Responsibility
(E) Savings
(F)
Sale of Assets
(G) Assets for One-Time Issue Clients
3.2.2
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Asset Exemptions
(A) Non Exempt Assets
(B) Liquid Asset Exemptions for Applicants & Recipients
(C) Exempt Assets
(D) Procedures for All Assets
Chapter 4: Client Categories
4.1
Client Categories General Policy
4.1.1 Intent
4.1.2 Purpose
4.1.3 Client & Household Sub-categories
4.1.4 Employment Readiness Assessment
4.1.5 Case Plan
4.1.6 Re-categorization
4.2
ETW
4.2.1 ETW - A Available for Work or Training
4.2.2 ETW - B Working
4.2.3 ETW - C Unable to Work or Train
Income Support Policy Manual
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4.3
NETW
4.3.1 NETW - A Medical or Disability
4.3.2 NETW - B Multiple Barrier
4.4
A Learner – Full-time
B Learner – Part-time
4.4.1
Youth
4.4.5 Eligibility Matrix Youth 16-17 Years of Age
4.4.6 Eligibility Matrix Youth 18-19 Years of Age
4.5.1
Employment Readiness Assessment
4.5.2
Case Plan
Chapter 5: Core Benefits
5.1
Core Essential
5.1.1 Table A Core Essential
5.1.2 Variations to Table A Core Essential
(A) Rate Adjustment
(B) 18 & 19 Year Old Dependents
(C) One-Time Issues
(D) Foster Children, Adopted Children, or COPH
(E) Joint / Shared Custody
(F)
Comforts Allowance
(G) Clients in Residential Alcohol & Drug Treatment Centers
5.2
Core Shelter
5.2.1 Table B Core Shelter
5.2.2 Rent Allowances
5.2.3 Living With Family
5.2.4 Shared Accommodation
5.2.5 Joint / Shared Custody
5.2.6 Persons Not Eligible for Shelter Allowances
5.2.7 Minor Home Maintenance
Chapter 6: Supplement To Core Benefits
6.1
National Child Benefit Supplement
6.1.1 National Child Benefit Supplement
6.1.2 Policy
6.1.3 Canada Child Tax Benefit Notice
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6.2
Personal Needs Supplement
6.3
Earnings Replacement Allowance
6.4
Additional Shelter
6.5
Special Diets
6.6
Isolated Community Allowance
6.7
Employment Maintenance Allowance
6.8
Utilities
6.8.1
Utility Connection
6.8.2
Utility Reconnection
6.8.3
Utility Deposits
6.9
Damage Deposit
6.10
Funerals / Burials / Cremation
6.10.1 Policy
6.10.2 Rates of Payment for Burial Services
6.10.3 Basic Services Provided
6.11
Payment to Complete the Medical Release & Report
6.12
Medical Release & Report
6.13
Travel for Learners
6.14
Learner Equalization Benefit
6.15
High School Incentive Benefit
Chapter 7: Special Need Allowances
7.0
Special Needs – General Eligibility
7.1
Natal Allowance
7.2
Child Care Other Than For Employment
7.3
Non-Insured Health Benefits
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7.4
Escaping Family Violence Allowance
7.5
Emergency Allowance
7.5.1 Policy
7.5.2 Rates
(A)
Replacement Clothes
(B)
Food
(C)
Child Care
(D)
Transportation To The Nearest Place of Safety
(E)
Major Appliance Repairs
(F)
Unpaid Utility Bills
(G)
Accommodation
(H)
Other Emergency Goods & Services
7.5.3 Authority For Emergency Allowances
7.6
First Nation Special Approval
7.7
Employment, Training, & Transition Supports
7.8
Non-Emergency Travel & Related Expenses
7.9
Relocation Allowance
7.9.1 Policy
7.9.2 Moving To Confirmed Employment
7.9.3 Moving Out of Alberta - Relocation
7.9.4 Moving to Escape Family Violence
7.10
Community Living Start Up Allowance
7.11
Child Care for Learners
Chapter 8: Appeals / Non-Compliance / Fraud / Recoveries
8.1
Appeals
8.1.1 Policy
8.1.2 Administrative Review
8.1.3 Composition & Selection of Members of the Appeal Panel
8.1.4 Location of Appeal Hearings
8.1.5 Terms of Reference for the Regional Appeal Panel
8.1.6 Scheduling Appeal Panel Hearings & Other INAC Responsibilities
8.1.7 Appeal Hearings Procedure
8.1.8 Implementation of Appeal Panel Findings
8.2
Denying or Terminating Benefits
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8.3
Just Cause for Leaving A Job
8.4
Fraud
8.4.1
8.4.2
8.4.3
8.4.4
8.5
Criminal Offence
Reporting Procedure
Issuing Authority Responsibility
Fraud Investigation or Conviction & Benefits
Recoveries
8.5.1 Policy
8.5.2 Recovery Rates
8.5.3 Procedures
Chapter 9: Opportunities for Training and Employment
9.1
Opportunities for Training
9.1.1 Objectives & Principles
9.1.2 Alberta Human Resources & Employment Participation
9.1.3
9.1.4 Other (Non AHRDA) Training Programs
9.2
Transfers for Training
9.2.1 Policy
9.2.2 Benefits to be Transferred
9.2.3 Documentation
9.2.4 Approval Procedure for the Transfer of Income Support Funds
9.3
Transfers To Employment Projects
9.3.1 Policy
9.3.2 Benefits to be Transferred
9.3.3 Employment Projects Timeframes & EI Eligibility
9.3.4 Authority to Approve Projects
9.3.5 Documentation
Chapter 10: Records, Reports, & Program Review
10.1
Records
10.1.1 Personal & Family Records
10.1.2 Ownership of Records
10.2
Reporting Requirements
10.2.1 Policy
10.2.2 Forms
(A)
Budget & Decision Form
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(B)
(C)
(D)
10.3
Band Posting Sheets
Band Accounting Summary Sheet
Social Assistance Annual Reports
10.2.3
Time Frames for The Submission of Forms / Reports
10.2.4
Failure to Meet Reporting Requirements
Program Review
10.3.1 Policy
10.3.2 Guidelines
10.3.3 Methodology
10.3.4 Non-Compliance
10.3.5 Action Plans
10.3.6 Program Fraud
Appendix 1:
1
2
3
4
5
6
7
8
9
Child Out Of Parental Home (COPH)
Preamble
Eligibility
Income and Assets
Continuing Eligibility
Responsibilities
Benefits
Supplementary Benefits
File Closure
Documentation
Appendix 2:
Glossary
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0.2 Subject Index
#
16 and 17 year olds not on
parents file
18 and 19 year old dependants
18 and 19 year old dependants
– core essential
16-19 year olds requiring
exceptional consideration
16-19 year olds not requiring
exceptional consideration
16-17 year olds eligibility
matrix –Learner benefits
18-19 year olds eligibility
matrix – Learner benefits
4.4.1
Aboriginal Human Resources
Development Holders
(AHRD) – opportunities
for training
Action plans from program
review
Acute care / active treatment
hospitals
Additional shelter
Adults in a facility
AISH – Handicap Benefit
Alberta Human Resources and
Employment (AHRE) –
opportunities for training
Alcohol and drug residential
treatment facilities – core
shelter
Alternative resources
Appeals
administrative review
administrative review and
appeal form
appeal hearings procedure
benefits while awaiting
appeal
composition and selection
of members of the appeal
panel
implementation of appeal
panel findings
INAC Regional Social
Development office
responsibilities
location of appeal hearings
policy
scheduling appeal panel
hearings
terms of reference for the
regional appeal panel
Appliance repairs
Applicant / worker review
9.1.3
Application
for income support
form
frequency
for one time issues
4.4.1
5.1.2 (B)
Approval procedure for
transfers for training
Arrears and recovery
Assessment of resources
(income and assets) at
application
Assets
at intake for one-time
issues
client responsibility
definitions
exemptions
general policy
Issuing Authority
responsibility
liquid asset exemptions
non-exempt
procedure
sale
savings
Authority to approve transfers
to employment projects
4.4.1
4.4.1
4.4.5
4.4.6
A
10.3.5
2.4.5
6.4
2.2.6
3.1.2 (B)
9.1.2
2.3.1
2.3.2
2.3.4
2.4.1 &
5.1.2 (C)
9.2.4
2.5.7
2.3.5
3.2
3.2.1 (G)
3.2.1 (C)
3.2.1 (B)
3.2.2 (C)
3.2.1 (A)
3.2.1 (D)
3.2.2 (B)
3.2.2 (A)
3.2.2 (D)
3.2.1 (F)
3.2.1 (E)
9.3.4
B
Band accounting summary
sheet
Band posting sheets
Budget and Decision Form
additional information
application
written notice for client
frequency required
5.1.2 (G)
5.2.6
2.5.1
8.1
8.1.2
8.1.9
8.1.7
2.5.9
8.1.3
8.1.8
8.1.6
8.1.4
8.1.1
8.1.6
8.1.5
7.5.2 (E)
2.3.3
10.2.2 (C)
10.2.2 (B)
10.2.2 (A)
2.3.9
2.3.7
2.3.10
2.3.8
C
Canada Child Tax Benefit
(CCTB) notice
Canada Child Tax Benefit
retroactive payments
Case Plan
Cheques or vouchers that are
not negotiated
Child and Family Services
Child care
for employment
for learners
other than for employment
Child Maintenance/Support
Client Categories
Employment Readiness
Assessment
Case Plan
client and household sub-
6.1.3
3.1.1 (R)
4.5.2
2.5.5
2.4.6
3.1.3
7.11
7.2
3.1.1 (E) (7)
4.1
4.1.4
4.1.5
4.1.3
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categories
ETW - A Available for
Work or Training
ETW - B Working
ETW - C Unavailable for
Work or Training
Learner
Learner – Youth
intent
NETW - A Medical or
Disability
NETW - B Multiple
Barrier
purpose
re-categorization
Clients as guardians
Clients rights
Clients who need a financial
administrator (third party)
Comforts allowance
Commencement and end date
of Income Support
Community living start up
allowance
Confidentiality
collection of personal
information
disclosure of personal
information
policy
use of personal information
violations of
confidentiality
COPH
Core Essential
comforts allowance
foster, adopted, or COPH
high school incentive
benefit
joint/shared custody
18 & 19 year old
dependents
one-time issues
rate adjustment
rates – Table A
residential alcohol & drug
treatment facilities
Table A - policy
variations
Core Shelter
additional shelter
joint / shared custody
living with family
minor home maintenance
persons not eligible
rates - Table B
4.2.1
rent allowances
shared accommodation
5.2.2
5.2.4
Damage deposit
Deceased clients
Denying or terminating
benefits
Documentation for transfers
for learning
Documentation for transfers to
employment projects
Drug and alcohol residential
treatment facilities – Core
Essential
6.9
2.2.5
8.2
Earned/employment income
Earnings exemption
Earnings Replacement
Allowance
Eligibility determination
Eligibility rules
Emergency Allowance
accommodation
authority
child care
food
major appliance repairs
other emergency goods and
services
policy
rates
replacement clothes
transportation
unpaid utility bills
Employees of the First Nation
Income Support Program
Employment
earnings exemption
Employment Maintenance
Allowance
Employment Readiness
Assessment
Employment Readiness
Assessment and Case Plan
at Application
employment, training, and
transition supports
projects timeframes and EI
eligibility
Escaping Family Violence
Allowance
ETW - A Available for Work
or Training
ETW - B Working
ETW - C Unavailable for
Work or Training
3.1.1 (E) 1
3.1.2 (B)
6.3
D
4.2.2
4.2.3
4.4
4.4.1
4.1.1
4.3.1
4.3.2
4.1.2
4.1.6
2.2.3
1.1.4
2.2.4
5.1.2 (F)
2.3.11
7.10
1.3
1.3.2
1.3.4
1.3.1
1.3.3
1.3.5
1
5.1
5.1.2 (F)
5.1.2 (D)
6.15
Appendix
5.1.2 (E)
5.1.2 (B)
5.1.2 (C)
5.1.2 (A)
5.1.1
5.1.2 (G)
5.1.1
5.1.2
5.2
6.4
5.2.5
5.2.3
5.2.7
5.2.6
5.2.1
9.1.4
9.2.4
5.1.2 (G)
E
2.3
2.1
7.5
7.5.2 (G)
7.5.3
7.5.2 (C)
7.5.2 (B)
7.5.2 (E)
7.5.2 (H)
7.5.1
7.5.2
7.5.2 (A)
7.5.2 (D)
7.5.2 (F)
2.2.7
3.1.2 (B)
6.7
4.5.1
2.3.6
7.7
9.3.3
7.4
4.2.1
4.2.2
4.2.3
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Excess income
Exemptions
assets
child care for employment
gifts
income – 100% exempt
income – partially exempt
liquid assets
purpose
3.1.1 (B)
Farmers
Farm income
Federal / Provincial boundaries
and responsibilities
Financial Administrator for
clients
Fine Option Program
First Nation administrative
responsibilities
First Nation special approval
Forms
band accounting summary
sheet
band posting sheets
budget and decision
case plan
declaration of 18 & 19 year
olds
employment readiness
assessment
medical release and report
timeframe for submission
Foster, adopted, or COPH
children – Core Essential
Fraud
criminal offence
investigation or conviction
and benefits
Issuing Authority
responsibility
Program
reporting Procedure
Frequency applications are
required
Frequency Budget and
Decision forms are
required
Full-time Learner
Funerals
basic services provided
burials / cremation
policy
rates of payment for burial
services
2.4.4
3.1.1 (I)
1.2.5
3.2.2 (C)
3.1.3
3.1.2 (B)
3.1.2 (A)
3.1.2 (B)
3.2.2 (B)
3.1.1 (C)
2.1
3.1.2 (B) 1
2.2.3
10.3.2
9.2
High School Incentive Benefit
INAC responsibilities
Income
100% exempt
at intake
client responsibility
deducted at source
definitions
earned
exemptions
general policy
one time issues
partially exempt
income
self employment
rounding
unreported
Income Support Program
authority
objectives
principles
Income Tax refunds
Isolated community allowance
Issuing Authorities
responsibilities to clients
6.15
1.2.3
3.1
3.1.2 (A)
3.1.1 (J)
3.1.1 (A)
3.1.1 (G)
3.1.1 (E)
3.1.1 (E) 1
3.1.2 (B)
3.1.1
3.1.1 (K)
3.1.2 (B)
3.1.1 (N)
3.1.1 (I)
3.1.1 (M)
3.1.1 (D)
1.1
1.1.1
1.1.2
1.1.3
3.1.1 (S)
6.6
1.2.2
9.3
H/I
F
2.2.4
2.4.3
1.2.1
7.6
10.2.2
10.2.2 C)
10.2.2(B)
10.2.2(A)
4.5.2
2.2.12
4.5.1
6.12
10.2.3
5.1.2 (D)
J/K
Joint / Shared Custody
core essential
core shelter
Just cause for leaving a job
8.4.1
8.4.4
8.4.3
5.1.2 (E)
5.2.5
8.3
L
Learner
Full-time Learner
Part-time Learner
Learner child care
Learner equalization benefit
Learner travel benefits
Legal services
Limited eligibility
Liquid asset exemptions
Living with family - core
shelter
Loans
Lost or stolen benefits
10.3.6
8.4.2
2.3.4
2.3.8
4.4 (A)
6.10
6.10.3
6.10
6.10.1
6.10.2
4.4
4.4 (A)
4.4 (B)
7.11
6.14
6.13
2.5.11
2.4
3.2.2 (B)
5.2.3
3.1.1(H) 1
2.5.4
M
G
Garnishee orders
General eligibility rules
Gift exemption
Guardians – clients as
Guidelines for program review
Guidelines for transfers to
learning
Guidelines for transfers to
employment programs
3.1.1 (F)
Medical
opinion
2.5.8
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release and report
release and report payment
for completion
Maintenance enforcement
Arrears owing to the
Crown
Arrears not owing to the
Crown
Methods of payment
Methodology of program
review
Minor home maintenance Core Shelter
Mismanaged benefits
Moving
outside Alberta - relocation
to confirmed employment
to escape family violence
6.12
6.11
Natal Allowance
National Child Benefit
Supplement
retroactive payments
Income Support policy
NETW - A Medical or
Disability
NETW - B Multiple Barrier
Non AHRDA or AHRE
opportunities for training
Non-compliance to program
review
Non-emergency travel and
related expenses
Non-Insured Health Benefits
7.1
6.1
One adult in the community
spouse/partner in a facility
One time issues
core essential
policy
Opportunities for training
Other persons residing in a
clients residence
Ownership of records
2.2.6
action plans
guidelines
methodology
non-compliance
policy
program fraud
Provincial / Federal boundaries
and responsibilities
3.1.1 (P)
3.1.1 (O)
2.3.12
10.3.3
R
Rates
adjustment – Core
Essential
COPH
Core Essential – Table A
Core Shelter – Table B
recoveries
Recipients from other
provinces, territories, or
Issuing Authorities
Records
Recoveries
policy
procedures
rates
Relocation allowance policy
Rent Allowances - Core
Shelter
Reporting requirements
failure to meet
requirements
policy
Responsibilities
First Nation Administrative
Federal / Provincial
INAC
Issuing Authorities
recipient
Retroactivity
Rounding benefits
5.2.7
2.5.3
7.9.3
7.9.2
7.9.4
N
3.1.1 (R)
6.1.2
4.3.1
4.3.2
9.1.4
10.3.4
7.8
7.3
O
5.1.2 (C)
2.4.1
9.1
2.2.2
10.1.2
P/Q
Partners other than spouses
Part-time Learner
Payment to complete Medical
Release and Report
Pensions
Per capita distribution (PCD)
Per capita distribution (PCD)
Personal and family records
Personal Needs Supplement
Post Secondary students
Program Review
2.2.1
4.4 (B)
6.11
3.1.1 (E) 7
3.1.1 (E) 7
3.1.2 (B)1 1
10.1.1
6.2
2.2.8
10.3
10.3.5
10.3.2
10.3.3
10.3.4
10.3.1
10.3.6
1.2.5
5.1.2 (A)
Appendix 1
5.1.1
5.2.1
8.5.2
3.1.1 (L)
10.1
8.5
8.5.1
8.5.3
8.5.2
7.9.1
5.2.2
10.2
10.2.4
10.2.1
1.2
1.2.1
1.2.5
1.2.3
1.2.2
1.2.4
2.5.6
2.5.10
S
Self employed persons or
farmers
Self employment income
Shared accommodation - Core
Shelter
Shelter allowances - persons
not eligible
Social Assistance annual
reports
Special diets
Special approval
Special need allowances
Special need – general
eligibility
Start and end date of Income
2.4.4
3.1.1 (I)
5.2.4
5.2.6
10.2.2 (D)
6.5
7.6
2.5.2
7.0
2.3.12
Income Support Policy Manual
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0.2 Subject Index
Support
Strikes and other job action
2.4.2
T/U
Third party payments
Training
AHRDA participation
AHRE participation
objectives and principles
opportunities
other training
Transfers to Employment
Projects
approval authority
benefits transferred
documentation
Transfers for Training
approval procedure
benefits transferred
documentation
Travel
emergency
learners
non emergency
Utilities
arrears
connection
deposits
policy
reconnection
7.5.2 (F)
6.8.1
6.8.3
6.8
6.8.2
Vacation pay
Written notice at application
3.1.1 (Q)
2.3.10
Youth
eligibility matrix 16-17
year olds – Learner
benefits
eligibility matrix 18-19
year olds – Learner
benefits
requiring special
consideration
not requiring special
consideration
4.4.1
4.4.5
3.1.1 (H)
9
9.1.3
9.1.2
9.1.1
9.1
9.1.4
9.3
9.3.4
9.3.2
9.3.5
9.2
9.2.4
9.2.2
9.2.3
7.5.2 (D)
6.13
7.8
V/W
X/Y/Z
4.4.6
4.4.1
4.4.1
Chapter 1: Income Support Program Administration
1.1 Authority, Objectives, and Principles
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1.1.1 Authority
Section 88 of the Indian Act states that laws of general application apply on-reserve unless and to the
extent that such laws conflict with the Indian Act, other federal legislation, and subject to the terms of any
Treaty. Accordingly under section 88, First Nations persons on-reserve fall under the income assistance
legislation of the reference province or territory as these are laws of general application. It is, therefore, a
matter of policy rather than as a statutory or treaty obligation that the Government of Canada
provides certain social services to Registered Indians.
Federal Government spending authorities are specified by the Federal Government Treasury Board Terms
and Conditions. The Terms and Conditions in the current Treasury Board Income Support spending
authority state in part:
“Objectives: To provide financial assistance to indigent residents on-reserve to:
• meet basic daily living requirements;
and,
• provide social support programs which meet the special needs of infirm, chronically ill, and
disabled persons at standards reasonably comparable to the relevant province / territory of
residence.”
and
“To be eligible for funding under this grant authority for income assistance, recipients must:
•
•
Be in need of basic social support (as defined by the benefit rates and eligibility criteria of the
relevant province or territory and confirmed by an assessment covering employability, family
composition and age, and financial resources available to the household).
Be ordinarily resident on a reserve, except reserve lands that have been designated for commercial
leasing
and
• Have a demonstrated requirement for income assistance and confirm they have no other source of
funding to meet such need.”
The relevant Alberta legislation and regulations are:
• Income and Employment Supports Act (IESA)
• Income Supports, Health and Training Benefits Regulation (ISHTB Regulation)
• Recovery, Administrative Penalties and Appeals Regulation (RAPAR)
• Recovery Regulation
Although administrative responsibility for providing Income Support may be assigned to a First Nation,
Indian and Northern Affairs Canada (INAC) remains accountable to the Government of Canada and to
Indian People for ensuring that INAC Income Support policy is adhered to and that benefits at authorized
rates are provided to those determined eligible under policy.
Issuing Authorities do not have the authority to contravene the policy in this manual.
The person designated to administer the program, whether that person be an INAC or First Nation
employee, is referred to as the Issuing Authority. The Issuing Authority of the First Nation or Tribal
Council should receive from the employer written authority to commit and disburse funds and limits to
that authority.
Chapter 1: Income Support Program Administration
1.1 Authority, Objectives, and Principles
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1.1.2 Objectives
The broad objectives of the INAC Alberta Region Income Support Program are:
• to assist persons living on-reserve in maintaining a basic standard of living;
• to prevent dependency on Income Support by developing individual and family strengths;
• where available to provide referrals to rehabilitative services that will enhance the client’s ability to
assume primary responsibility for their own affairs;
and
• to preserve and strengthen family unity and responsibility
1.1.3 Principles
The program is based on five key principles:
•
•
•
•
•
Supports ensure consistency, fairness, and improved outcomes for clients. The focus is on
consistency, fairness and improved outcomes for clients.
Supports are based on what people need. The benefit structure, service delivery process, and
provision of services will focus on assessing, determining and responding to clients’ identified and
unique needs.
Supports encourage personal responsibility. Residents on-reserve are supported to become
independent through a cohesive system of employment and training initiatives, income
supplementation and assistance with the costs associated with health and raising children.
Supports will protect people with long-term needs. Residents on-reserve whose circumstances
severely limit or prevent their capacity to support themselves continue to receive Income Support.
Supports will be fiscally responsible and sustainable overtime. The Income Support program
must be affordable and sustainable over the longer term.
1.1.4 Clients Rights
Every individual or family, when need has been established, has a right to assistance in accordance with
the prevailing rates.
Income Support recipient has the right and responsibility to manage his/her own affairs to the extent
possible.
Chapter 1: Income Support Program Administration
1.2 Responsibilities
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2006/04
1.2.1 First Nation Administrative Responsibilities
A First Nation Council or a Tribal Council may be authorized by Funding Arrangement to administer the
Income Support program. Under such an arrangement the First Nation/Tribal Council undertakes to
ensure the following:
• The program is administered in accordance with Treasury Board Social Development Terms and
Conditions and INAC Income Support policies and procedures;
• Assistance is provided to all persons on the reserve who meet eligibility requirements, without regard
to membership status in the First Nation;
• All records required by the Income Support manual are maintained and are available to INAC for
program and financial audits;
• INAC is provided with statistical and other documentation as required;
• Competent staff are employed to administer the program;
• Income Support program staff are encouraged to participate in available training programs that are
designed to enhance administrative and service delivery skills;
• Income Support staff are provided with a private interview space that meets Occupational Health and
Safety requirements including first egress and waiting room facilities which are pleasant, free from
distractions, and conveniently located to clients.
• Disciplinary action is taken in situations where an employee of the First Nation contravenes policy
regarding confidentiality.
•
•
SEE
Chapter 1.3 Confidentiality
and
Other conditions as agreed upon are observed.
First Nation Development Responsibilities
The First Nation/Tribal Council has the additional responsibility to identify any need for new services or
programs to help resolve special social problems in the community, and to participate in the development
of these resources.
Income Support Committee Responsibilities
Where a First Nation/Tribal Council has established an Income Support Committee, its terms of reference
and powers should be defined clearly by leadership and may include responsibilities such as program
review, development, and service functions.
An Income Support Committee has no power to change Income Support policy and regulations and shall
not relieve the issuing authority of any duties or responsibilities under these regulations.
Members of an Income Support Committee serve on a voluntary basis and receive no financial
compensation under the Income Support program.
Chapter 1: Income Support Program Administration
1.2 Responsibilities
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1.2.2 Issuing Authorities Responsibilities to Clients
The Issuing Authority must provide equitable treatment to clients by:
•
•
•
•
•
•
•
•
Recognizing the person’s inherent worth and that all people have strengths and abilities
Delivering services in a manner that treats a person with dignity and respect
Respecting a person’s autonomy, dignity and right to personal choice
Responding to the nature and urgency of the need and providing benefits accordingly
Issuing Income Support and services on time and in the correct amount
Informing clients of Income Support rules, conditions, expectations, and services
Advising a person of their right to appeal Issuing Authority decisions whenever a decision is made
affecting their benefits or eligibility and how the process works
Safeguarding and protecting a person’s information and ensuring it is collected, used, disclosed and
managed in accordance with Income Support Policy.
SEE
Chapter 1.3.1 Confidentiality
•
•
Workers must ensure clients are appropriately assessed and categorized so that the following can be
determined.
o Core Essential/Core Shelter/Supplements to Core Benefits
o Allowable assets
o Special Needs
o Support services
o Employment or training expectations
Apply all policy requirements to determine needs and services.
In conjunction with the recipient the Issuing Authority is responsible to:
•
•
•
•
•
Explore all options of financial support, including family and friends as an alternative to Income
Support
Establish eligibility for Income Support benefits as specified in policy.
Formulate a Case Plan with goals and objectives to improve the economic and social well-being of the
individuals and their families. The Case Plan should identify:
o What recipients will do on their own behalf
o What the Issuing Authority will do for the recipient
o What the Issuing Authority and recipient will do together
o Referrals to other organizations or alternatives for providing services relevant to the individual
needs of the recipient and their dependents
The Case Plan must be included on the case file, reviewed regularly, and updated as circumstances
change
All reviews and updates must be recorded on the case file.
Chapter 1: Income Support Program Administration
1.2 Responsibilities
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1.2.3 INAC Responsibilities
National Headquarters
Primary responsibilities of INAC Headquarters include:
• Liaison and consultation in respect to regional program administration;
• Monitoring of regional administration to ensure implementation of the program in accordance with
established departmental policy, regulations, and procedures; and,
• Interpretation and communication of developments in INAC Income Support policy and proposed
program changes.
Regional Office
Regional office staff are responsible to:
• Establish regional program policies and procedures;
• Inform First Nations of new developments in non-departmental programs and their applicability to the
Income Support program;
• Continually assess the adequacy of the regional program to meet the needs of reserve residents and
recommend enriched services to fill gaps in current programs;
• Consult with regional First Nation organizations on their concerns and recommendations respecting
policy and service delivery;
• Administer the Income Support program on-reserve communities where First Nations have not
assumed this responsibility;
• Monitor and evaluate Income Support programs administered by First Nations and Tribal Councils;
• Provide liaison and consultation services to First Nations and Tribal Councils;
• Assist in the training of First Nation/Tribal Council social development staff; and
• Assist in the development of community resources.
1.2.4 Recipient Responsibilities
•
Any person who is a Canadian Citizen or landed immigrant who is residing on a First Nation Reserve,
shall apply for Income Support at the office of the Issuing Authority on-reserve.
• Applicants or recipients are required to give written permission to the Issuing Authority to obtain or
release any corroborative or supplementary information to assist in determining eligibility or benefit
rates.
Income Support clients must:
• Participate, if required, in activities to maintain or re-establish maximum self-reliance and
independence
• Access all resources available outside of the program
• Declare all income and assets for self, partner, and other dependents when applying or reapplying for
Income Support.
• Substantiate their circumstances, needs and resources, including present and potential income and
assets
• Report any changes to the Issuing Authority such as changes in:
o income
o family circumstances
o assets, including conversion of assets/property to income
• Income Support clients must be willing to comply with Child Support Services Requirements. Alberta
Human Resources and Employment Child Support Services may assist in establishing the financial
Chapter 1: Income Support Program Administration
1.2 Responsibilities
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2006/04
responsibility of a non custodial parent in respect to the expenses relating to pregnancy, birth, and
maintenance of children. The Alberta Solicitor General Maintenance Enforcement Program
undertakes to collect and disburse any funds paid by the non-custodial parent and to take such legal
action as is necessary in the enforcement of the terms of payment.
AHRE Child Support Services
Edmonton: 780-415-6400 Calgary: 403-297-6060
Outside Edmonton or Calgary: Toll Free at 310-0000
ask for the Child Support Services Office nearest you
Website: www.gov.ab.ca/hre/css
•
Maintenance Enforcement Program
Edmonton: 780-422-5555
Outside Edmonton: Toll Free at 310-0000 and enter
422-5555
Website: www.gov.ab.ca/just/mep
Clients who intentionally fail to report income or mislead the Issuing Authority about their income do
not receive any applicable earning exemption for that income.
Example: A single parent fails to report income of $500, the earnings exemption of $230 +
25% of the remaining income is not applied. Benefits of $337 were already issued
therefore an overpayment of $337 is calculated.
Note: Any recovery cannot be more than the benefits issued.
SEE
Chapter 3.1.1 (D) Income General Policy
Chapter 8.4 Fraud
Chapter 8.5 Recoveries
1.2.5 Federal / Provincial Boundaries and Responsibilities
(A) Provincial Income Support Responsibilities
Alberta Human Resources and Employment (AHRE) has accepted administrative and funding
responsibility for all persons ordinarily residing off reserve in Alberta. Treaty/status Indian persons
ordinarily resident on-reserve who are temporarily off reserve and in need of emergency services should
contact AHRE.
(B) Federal Income Support Responsibilities
INAC, Alberta Region, will accept responsibility for persons with treaty status who are ordinarily resident
on-reserve. This includes:
• People residing in the communities of Fort Chipewyan, Fort McKay, Garden River and Little Buffalo;
• People who are away from a reserve to obtain care in a care facility;
• People who are away from a reserve to access a social service not available on the reserve;
• People who are away from a reserve to access a full-time training program. In this case, the person
has to be receiving financial support from the government of Canada, or from an Indian First Nation
or Indian organization for training, who is ordinarily a resident on-reserve immediately prior to
enrolment and has to maintain, or is a member of a treaty status family which maintains, a home on a
reserve.
Further information may be found in the Arrangement for the Funding and Administration of Social
Services or Administrative Reform Agreement (ARA) available from INAC Alberta Regional Office.
(C) Assistance to Non-Status Individuals Residing On-reserves
Income Support is provided to non-status persons residing on-reserves who are eligible under these
policies.
Chapter 1: Income Support Program Administration
1.3 Confidentiality
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2006/04
1.3.1 Policy
Recipients have the right to confidential service, Issuing Authorities are required to protect the personal
information they manage.
The Issuing Authority should be provided with the appropriate interview space.
SEE
Chapter 1.2.1 First Nation Administration Responsibilities
All recorded information concerning recipients and their dependents is restricted and must be retained in
locked filing cabinets. Electronic information must be password protected.
1.3.2 Collection of Personal Information
Issuing Authorities must only collect personal information directly related to and necessary for the
programs and services that they are responsible for. This includes all information collected on paper or
electronically. Personal information not related to decision criteria of the particular benefit or service is
not required and must not be collected.
Unsolicited personal information that is not necessary for program administration should be returned to
the client.
Issuing Authorities must be able to explain to the client:
• The reason(s) the personal information is needed;
• The uses(s) that the Issuing Authority will make of the personal information;
• Client options regarding the provision of the personal information ad the consequences that may result
from not providing it.
1.3.3 Use of Personal Information
Use of personal information means employing it to accomplish the program purposes for which it was
collected; for example, to administer a program or activity, to provide a service or to determine eligibility
for a benefit under Income Support.
Access to information should be based on a “need to know”, related to program administration.
1.3.4 Disclosure of Personal Information
Information may be released with written consent of the applicant. The consent must be retained on file
by the Issuing Authority.
The following are circumstances when information may be released without consent:
• To any First Nation Social Services Administrator, government department, or other agencies having
responsibility for administering social assistance.
• To the justice system in cases of suspected fraud for the enforcement of social assistance policy, e.g.,
a trial hearing or proceedings or a solicitor acting on behalf of any First Nation Council, government
authority, or agency responsible for the initiation of a trial, hearing, or proceedings.
• To the Appeal Committee in order to conduct an appeal hearing.
• To a Member of Parliament.
Chapter 1: Income Support Program Administration
1.3 Confidentiality
•
•
•
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2006/04
To medical and/or law enforcement authorities, if there is sufficient reason to believe that an applicant
or recipient of Income Support will harm himself/herself or other person.
To the appropriate child protection authority if there are any potential child protection concerns in
accordance with the current Child Welfare Act, or the Child, Youth, and Family Enhancement Act
once it is in force.
To Medical Services Branch, Health Canada, in order to assist in establishing eligibility for health
services.
1.3.5 Violations of Confidentiality
Any employee of the First Nation or INAC who contravenes these provisions will be subject to
disciplinary action.
Chapter 2 Application Procedure / Process
2.1 General Eligibility Rules
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2006/04
Introduction
The following are general eligibility rules for Income Support:
•
The members of the household unit (case file) are resident on reserve in Alberta.
•
One of the members of the household unit (case file) is 18 years of age or older.
•
The Income Support program provides financial assistance to persons who are unable to meet their
needs for food, shelter, personal, and other items essential to their health and well-being.
•
Clients are responsible to establish their identity and to provide any information or substantiation
required to determine eligibility
•
Clients are required to report changes in circumstances in the household unit (case file).
•
Applicants and recipients are required to access any and all non-exempt assets.
•
Applicants and recipients are required to access all income the applicant, recipient or a member of
the household unit (case file) are eligible to receive and entitlements that they may be eligible to
receive under any other program or law.
•
Assets and income of all adult members of the household unit (case file) are considered in
determining eligibility.
•
Clients must follow through with expectations to take work, rehabilitation or training that will
lead to greater or total independence.
•
Applicants and recipients are to accept employment for reasonable wages, and are to maintain a
reasonable job unless there is a just cause for leaving the job.
SEE
Chapter 8. 3 Just Cause For Leaving A Job
•
Income Support clients must be willing to comply with the Child Support Services requirements.
•
A child under the age of 18 years, who is the natural, legal or adopted child of the head of
household or partner, shall be considered a dependent and included in the Income Support budget.
SEE
Chapter 2.2.3 Income Support Clients as Guardians
•
Dependents of Income Support recipients who are attending the regular school system may remain
on the Income Support file until they turn 20 years old. This recognizes the responsibility of
families to support their children to complete high school and supports the belief in the value of
education.
Chapter 2 Application Procedure / Process
2.1 General Eligibility Rules
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2006/04
The following are groups that are not eligible for Income Support:
•
Benefits cannot be paid to individuals who have left the reserve.
Exceptions:
•
The client may receive one month Core Shelter while the client is off reserve for job
search approved in advance by the Issuing Authority.
•
Core Shelter and Comforts allowance may be issued while the individual is receiving
treatment at an acute care / active treatment hospital.
•
Any other circumstance outlined in the Administrative Reform Agreement
SEE
Chapter 2.4.5 Acute Care/ Active Treatment Hospitals
Chapter 5: Core Benefits
•
Offenders in a provincial or federal correctional center or residing in a Community Residential
Center of the Justice System are not eligible for Income Support. This also includes individuals
who are unlawfully at large, individuals on day parole, and individuals under house arrest who are
not eligible to seek or accept employment.
•
Solicitor General clients (including Temporary Absence clients), who are seeking treatment in a
community residence center shall remain the responsibility of the Alberta Solicitor General’s
Department.
•
Individuals 18 years of age or older in full time high school and living away from their parents
home are generally not eligible for Income Support. These individuals are expected to pursue and
access other resources for support while they continue their education. Examples are family,
friends, and/or work part time to obtain their education.
SEE
Chapter 4.4.1 Youth
•
Income Support is provided to Canadian Citizens or Permanent Residents only. Non-Canadians
must be referred to the nearest Canada Immigration Center.
Chapter 2 Application Procedure / Process
2.2 Special Groups
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2.2.1 Partners Other Than Spouses
The Adult Interdependent Relationships Act (AIRA) defines personal relationships outside of a legal
marriage. Income Support expects people involved in these relationships to support each other. The
resources of both adults must be taken into account when assessing eligibility for Income Support.
Three Main Types of Household Relationships
1. Spouses –Two adults of the opposite sex in a legal marriage.
2. Common-law -Two adults of the opposite sex in a conjugal or marriage-like relationship,
regardless of the length of time of the relationship, and who:
•
•
•
Share one another’s lives
Are emotionally committed to one another, and
Function as an economic and domestic unit.
3. Other relationships recognized under AIRA :
•
•
•
Two adults in a same sex relationship, who declare they are cohabiting partners
Two adults, not related by blood, living in a platonic relationship, regardless of gender, who
declare they are cohabiting partners,
Two adults who have entered into a formal Adult Interdependent Partnership (AIP) agreement
as authorized under AIRA. These can be blood relatives.
NOTE
Two adults who have a child in common are co-habiting partners when they are living
together (or temporarily separated because one is working away from home) even if they
deny the relationship.
2.2.2 Other Persons Residing in a Client’s Residence
An income support applicant or recipient must report the presence of all other persons in the residence,
even if they are not part of the household unit (case file).
An adult person who is present in the home for a cumulative seven days per month or more (not
necessarily consecutive) belongs to one of the following relationship categories:
•
•
•
•
•
Relationship of Interdependence or Cohabiting Partner, legal spouse
Sharing accommodation
Boarder
Renter
Landlord
When the client reports a change in status, the Issuing Authority:
•
Records the change and reassesses the client's eligibility and benefits
Treatment of the Other Person
Other Person is a spouse or partner
Joint application is required from both persons.
Other Person Is Sharing Residence / Boarder / Renter / Landlord
Chapter 2 Application Procedure / Process
2.2 Special Groups
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2006/04
If both individuals require Income Support separate applications are required from each person. Income
and assets of one person do not affect the other person's application.
2.2.3 Income Support Clients as Guardians
Guiding Principles
• The Income Support client/guardian chooses whether the child is added to the Income Support
file and counted as part of the household unit (case file) or receives benefits under the Child
Out Of Parental Home (COPH).
• A request for an investigation by Child and Family Services is only appropriate if there is a
question about the suitability of the placement
ELIGIBILITY
A child can be added to an active Income Support file when the child’s parents are unable or unwilling to
properly care for their child. The client/guardian is expected to access all resources available to assist in
the support of the child including child maintenance payments (Child Support Services).
If either one of the child’s birth or adoptive parents is willing to care for or provide full financial support
for their child, the child is not added to the Income Support file.
School age children are expected to be in full time attendance in school.
Child and Family Services
If the child is in the custody of Child and Family Services Income Support benefits are not issued.
Parental Consent Letter
Before a child is added to an Income Support file, the birth or adoptive parents of a child provide a signed
and dated letter outlining the following:
• The parent's full name, address, and phone number
• Reasons why the child is placed with the client/guardian and cannot live with the parents
• Anticipated duration of the placement with the client/guardian
• Parent's ability and willingness to pay child support
• Consent from the parents authorizing the client/guardian to care for the child
• Resources available for the child (e.g. CPP Orphan's Benefit, Canada Disability Benefit
(CTB)maintenance payments, or other responsible parent)
A parental consent letter is required from:
• Both birth or adoptive parents, if they live together
or
• Both birth or adoptive parents if they are not living together but have shared/joint custody
or
• One parent if that parent has sole legal custody
Chapter 2 Application Procedure / Process
2.2 Special Groups
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2006/04
A consent letter is not required:
• When a legal guardianship is in place
• If the parents are deceased and the Issuing Authority is satisfied that the placement is stable
• From both parents if every effort has been made to contact both parents but one parent's
whereabouts is unknown
If a consent letter is not provided by the parents and is required, Income Support benefits are not issued
until a recommendation is made by Child and Family Services.
IDENTIFICATION
The identity of the child is substantiated by providing a document, which contains their full name and
birth date. (e.g. birth certificate, Personal Health Card (PHC) or school records)
2.2.4 Clients Who Need A Financial Administrator (Trustee) or
Third Party Payments
If a person who is eligible for Income Support (IS) is unable to conduct their own financial affairs,
appointment of a financial administrator or payment of benefits directly to third parties (such as landlords)
may be necessary to make sure IS benefits are used to meet the needs of that person.
A person may be in need of a financial administrator, or third party payments for specific needs such as
shelter, when the person lacks the mental capacity or has a pattern of not using income support payments
to meet their essential needs for food, shelter and health care.
Policy to be developed in conjunction with INAC Estates and Trust.
2.2.5 Deceased Clients
When an Income Support client dies and has a surviving family that remains on Income Support, the
benefits issued one month before the Issuing Authority is notified of the death belong to the surviving
family.
When an IS client dies and there is no surviving family, the next of kin or estate administrator may use the
benefits issued one month before the department’s notification of the death to pay extra costs incurred
from the death (e.g. apartment cleaning, utility bills, certificates, travel, etc.)
Additional benefits inadvertently issued beyond the one month are subject to recovery.
Procedures
The Issuing Authority records the date of the client’s death and any other relevant information on file.
NOTE
For example, if the client died in January and the worker is not notified until after the February benefits
are issued, the estate would receive the February benefits.
Chapter 2 Application Procedure / Process
2.2 Special Groups
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2.2.6 One Adult Living in Community Spouse/Partner Living in
Facility
A person shall not be considered a member of the family in determining Income Support benefit levels
during any period when confined to a prison, detention home, or convalescent or nursing home except for
the month admitted and the month released.
2.2.7 Employees of the First Nation Income Support Program
Immediate family members or persons living with employees of the First Nation Income Support Program
who receive Income Support should have their file administered by a worker other than the family
member or person living with them. A family member is defined as parent, step-parent, adoptive parent,
sibling, grandparent, or child.
In cases where an alternate Issuing Authority is not available benefits should be approved through the
supervisor, or the Director of the First Nation Income Support Program or, in situations of single worker
offices, the immediate supervisor of that Issuing Authority (e.g. Band Manager).
In exceptional circumstances where Income Support Benefits are required by employees of the First
Nation Income Support Program the file must be administered by the supervisor, or the Director of the
First Nation Income Support Program or, in situations of single worker offices, the immediate supervisor
of that Issuing Authority.
2.2.8 Post Secondary Students
There is no provision to support individuals through Income Support who are pursuing post secondary
education. Individuals having financial needs in this situation must be referred to alternative resources.
The Post Secondary Student Support Program (PSSSP) provides comprehensive financial support to postsecondary students pursuing a university and / or professional career.
Chapter 2: Application Procedure / Process
2.3 Procedure for Determining Eligibility
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2.3.1 Application For Income Support
The application for Income Support is to be completed with all adults in the household unit (case file)
present.
The term "head of household" refers to the person who ordinarily has primary responsibility for
maintenance of the family.
Only if the head of the household is away from the community or physically or mentally incapacitated
should an application be accepted from another member of the family.
2.3.2 Application Form
The application form is a legal document used by the applicant and the issuing authority to enter into a
contractual agreement in which each party has rights and obligations.
Assistance may be provided to a person only after an Application for Income Support form has been
completed and signed by the applicant and duly witnessed.
Every question on the Application for Income Support form must be answered and "NIL" used when the
question is not applicable to the applicant.
2.3.3 Applicant / Worker Review
The completed application is to be reviewed jointly by the Issuing Authority and the applicant. The
review should include:
•
Identification of any required corroborative or supplementary information to be provided by the
applicant;
• an explanation of any additional conditions which must be satisfied;
and,
• an explanation of the purpose of the acknowledgement and the meaning of the statements which the
applicant has signed.
2.3.4 Frequency Applications Are Required
In all usual circumstances, applications will be updated on an annual basis, when family circumstances
change, or if there has been a "break" in assistance.
2.3.5 Assessment of Resources (Income and Assets)
Eligibility for Income Support at time of application is determined through assessment of resources of the
applicant.
An earnings exemption is not calculated, nor applicable, for the first partial or full month of
assistance. Only income earned during a month when a recipient receives Income Support benefits
is eligible for the earnings exemption for the following month.
SEE
Chapter 3.1.2 (B) (2) Earned Income Exemptions
Chapter 3.2 Assets
Chapter 2: Application Procedure / Process
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2.3 Procedure for Determining Eligibility
1. Expected to Work Household unit (case file)
The value of the liquid assets of the adult members of the household unit (case file) cannot exceed one
month’s total Core Benefits payment plus amount of the NCBS Replacement Benefit.
2. Not Expected to Work Household unit (case file)
The value of the liquid assets of the adult members of the household unit (case file) cannot exceed two
month’s total Core Benefits payment plus amount of the NCBS Replacement Benefit.
3. Learner Household unit (case file)
The value of the liquid assets of the adult members of the household unit (case file) cannot exceed two
month’s total Core Benefits payment plus amount of the NCBS Replacement Benefit.
SEE
Chapter 5.1.3 Core Essential
Chapter 5.2.1 Core Shelter
Chapter 6.1 NCBS Replacement Benefit
NOTE
Asset levels must be calculated separately for each household unit (case file).
For clients not receiving shelter benefits the appropriate Core Shelter rate from Table B is used to
determine the liquid asset limit.
Example: Household of 4, 2 adults 2 children under age 10
BENEFIT
Core Essential
Core Shelter
2005 NCBR
Replacement
Total
Liquid Asset Level
ETW HOUSEHOLD
$526
$524
$269
$1319
$1319 (1x Core + NCBR)
NETW HOUSEHOLD
$591
$578
$269
$1438
$2876 (2x Core + NCBR)
LEARNER HOUSEHOLD
$887
$595
$269
$1751
$3502 (2 x Core + NCBR)
Substantiation
The client's verbal or written statement and signature on the application form is the standard requirement
to substantiate liquid assets. The Issuing Authority may request documents such as:
•
•
•
bank statement or pass book
Statement or letter from a financial institution confirming the number, value and maturity date of
bonds, stocks, securities or shares
Statement from a financial institution to confirm the value of an GIC or term deposit
2.3.6 Employment Readiness Assessment and Case Plan
The Employment Readiness Assessment form and a case plan must be completed with all adults in the
household unit (case file) prior to determining eligibility and issuing benefits.
See
Chapter 4.5.1 Employment Readiness Assessment
Chapter 4.5.2 Case Plan
Chapter 2: Application Procedure / Process
2.3 Procedure for Determining Eligibility
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2.3.7 Budget and Decision Form
By using the Budget and Decision Form and after all necessary forms have been received and reviewed,
the Issuing Authority shall determine whether a deficit exists between the needs and resources of the
applicant.
If the cost of the Core Benefits and Supplements to Core Benefits exceeds the available financial
resources, the applicant shall be deemed eligible and financial assistance must be issued according to
requirements. If resources exceed Core Benefits and Supplements to Core Benefits, there is no eligibility
for financial assistance.
NOTE:
All Budget and Decision Forms must be signed by the client
SEE
Chapter 5: Core Benefits
Chapter 6: Supplement to Core Benefits
2.3.8 Frequency Budget and Decision Forms Are Required
In all usual circumstances, only one Budget and Decision Form will be completed for an applicant or
recipient during a calendar month and less frequently where utilization of continuous allowance is
appropriate. Generally continuing allowance would be appropriate for all ETW C and NETW clients.
Continuing allowance Budget and Decision Forms may not approve allowances for more than twelve
months.
SEE
Chapter 4.2.3 ETW C
Chapter 4.3 NETW
2.3.9 Additional Information
Under "Comments", in the Budget and Decision Form, additional information shall be provided and may
include:
1. Whether the application was accepted or rejected and the reason;
2. Requirements which the recipient must satisfy to qualify for additional assistance;
3. If a special diet is required, the nature of the diet and caloric requirements shall be
stated;
4. If the applicant is referred to another agency, the name of the agency should be noted;
and
5. Other information to explain unusual circumstances.
2.3.10 Written Notice
The client shall be deemed to have been given a written decision concerning application and notification
of right to an Administrative Review and Appeal when given the client copy of the Budget and Decision
Form.
Chapter 2: Application Procedure / Process
2.3 Procedure for Determining Eligibility
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2.3.11 Commencement and End Date Of Income Support
Income Support benefits are payable only for the period in which eligibility has been established.
Applications may not be back dated to a previous month. Retroactive payment shall not be made
to recipients of Income Support from other Issuing Authorities.
Financial Assistance shall terminate with the payment for the period during which the recipient
ceases to meet the conditions of eligibility.
2.3.12 Methods of Payment
In all usual circumstances Income Support benefits shall be paid by cheque.
Purchase Orders or Vouchers are to be used only in emergency situations where there is no time to
prepare a cheque or if the recipient has demonstrated an inability to expend funds for the purposes
for which they are issued.
If a recipient is unable or fails to use Income Support allowances in their best interest or their
dependents best interest, the allowance may be made payable to a responsible adult living in the
same household or to the recipient and a second responsible adult (joint payees).
Third party payments should be used as a last resort and for a limited period of time. Receipts and
records covering expenditures must be maintained by the third party administrator and should be
reviewed monthly by the Issuing Authority.
Chapter 2: Application Procedures / Process
2.4 Limited Eligibility
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Limited eligibility occurs when:
•
•
•
•
Another program/service is expected to provide assistance
Another person is expected to provide assistance
Income Support benefits are limited by policy
Applicants or recipients who are expected to work have placed themselves in a position of not
being able to support themselves through employment
2.4.1 One-Time Issues
Clients who do not have a fixed address and do not intend to establish a permanent residence on reserve
or who do not require benefits for a full period of assistance are considered One-Time Issues
NOTE
Applicants who are starting a job, and who do not at the time of application have sufficient
on-going income to meet their needs, should be assisted as an Expected To Work client,
and not as a One-Time Issue client.
A recipient who was issued benefits as a One-Time issue, but requires further benefits,
must be re-assessed and re-assigned to the appropriate category.
SEE
Chapter 4: Client Categories
Applicants with sufficient on-going income may receive benefits as a one-time-issue if a severe
emergency exists, and no resources are available to meet the emergency need. Issuing Authorities must
issue benefits by the most reasonable and economical means.
A one-time issue client is allowed the same liquid asset and other asset exemptions as an Expected To
Work client.
SEE
Chapter 3.2.1 Assets General Policy
Chapter 5.1.2 (C) Variations to Table A Core Essential :One-Time Issues
Assets beyond allowable levels may be allowed at the discretion of the Director of the First Nation
Income Support Program when disposal of the asset would create a hardship (e.g., client should not have
to sell a $6,000 vehicle when it is required to get to work).
SEE
Chapter 3.2.2: Asset Exemption
If a client requires further Income Support (IS) benefits, the Issuing Authority must reassess eligibility as
a new applicant.
Chapter 2: Application Procedures / Process
2.4 Limited Eligibility
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Transients
A transient is a person who does not have a fixed address on the reserve and does not intend to establish a
permanent residence.
Eligible transient clients receive benefits limited to the following:
• Non Emergency Travel for transportation, food, and accommodation
•
Emergency Allowance for food, accommodation, replacement clothes, child care and
transportation
Residents
Issuing Authorities may consider on reserve residents for one-time issue benefits in the following
circumstances:
• Applicants with on-going sufficient income
SEE
Chapter 5.1.2 (C) One-Time Issues
•
Deceased-on-reserve residents eligible for burial services by Income Support
SEE
Chapter 6.10.1 (A) Funerals / Burials / Cremation
Eligible applicants receive benefits limited to the following:
• Core Shelter to meet actual need
•
Core Essential to meet actual need
•
Non Emergency Travel for transportation, food, and accommodation
•
Emergency Allowance for food, accommodation, replacement clothes, child care and
transportation
SEE
Chapter 5.1 Core Essential
Chapter 5.2 Core Shelter
Chapter 7.5 Emergency Allowance
Chapter 7.8 Non Emergency Travel and Related Expenses
One-Time Issue clients receive Income Support benefits provided the Issuing Authority has applied the
program goals and principles and the applicant has met all rules and conditions for eligibility.
Deceased Applicants
If the Issuing Authority determines the deceased applicant meets the Income Support policy criteria for
burial services the Issuing Authority issues the appropriate funeral benefits according to policy.
SEE
Chapter 6.10: Funeral Benefits
Chapter 2: Application Procedures / Process
2.4 Limited Eligibility
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2.4.2 Strikes And Other Job Action
Persons on Strike
Persons on strike are not eligible for Income Support with the following exceptions:
1. For recipients who are receiving a supplement to earnings, the original amount of the supplement to
earnings is continued.
2. Applicants who are unable to provide for their dependent(s) are issued the food portion of the Core
Essential benefit on a week by week basis only in order to avoid Children and Family Services
involvement. Verification of any strike pay must be provided.
Persons Locked Out
Persons locked out by the employer are treated the same as persons on strike.
Persons Refusing to Cross Another Group's Picket Lines
Persons refusing to cross another group's picket lines are treated the same as persons on strike.
Persons Unemployed as a Result of Strike Action by Another Group
Persons affected by the strike action of another group may apply for benefits. The requirement to seek
and accept employment applies. Clients substantiate they are willing to seek and accept employment by
signing the application form.
2.4.3 Persons Participating in the Fine-Option Program (FOP)
Income Support benefits are granted only if FOP participation does not interfere with the obligation to
seek, accept, and maintain employment. Clients substantiate they are willing and able to accept and
maintain employment by signing the Case Plan. Normally clients are able to re-negotiate hours to evening
and weekend participation if required.
Benefits are not provided to pay for babysitting, travel, or any other expense incurred while working off
the fine.
NOTE
IS does not pay court-ordered fines for persons who do not participate in the FOP.
2.4.4 Self Employed Persons or Farmers
Self-employed individuals (including farmers) have limited eligibility.
Self Employment: Business assets of self employed clients, including seasonal businesses, are exempt
for three months to allow the business to become viable. During this time the individual is assigned to
ETW B client category. After three months, if the business is not demonstrably viable, the client is
assigned to ETW-A is expected to seek other work, and must meet asset limits.
Farmers: Farmers receive a maximum of one year exemption on their assets to give their business a
chance to become profitable. During this time the individual is assigned to ETW B client category. If the
farm is not deemed viable in one year the client is assigned to ETW-A is expected to seek other work and
must meet asset limits. The business assets can be exempted for up to six months (renewable once) to give
them time to reduce any excess assets – Not to continue the farming operation.
Chapter 2: Application Procedures / Process
2.4 Limited Eligibility
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See
Chapter 3.2.2 (C) Exempt Assets
Chapter 4.2.1 ETW A Available for Work or Training
Chapter 4.2.2 ETW B Working
2.4.5 Acute Care/Active Treatment Hospitals
Income Support (IS) applicants, recipients or members of their household unit who are admitted on a
temporary basis to an acute care/active treatment hospital should not have to worry about finances and
their ability to maintain their residence in the community while hospitalized. Providing Core Benefits
(Core Shelter and Core Essential) makes it fairer for the patients and their families.
IS applicants or recipients who are admitted to an acute care hospital, and intend to return to their
residence, are issued full Core Benefits for the first month of hospitalization. If the client remains in the
hospital beyond one month, and intends on returning to their residence Core Shelter and Comforts
allowance are issued for the duration of their hospitalization.
Patients in acute care hospitals may subsequently be moved to a long-term care facility. These patients
are usually given a 30-day notice of their change in status. For clients in these situations, the policy for
long-term care facilities applies.
SEE
Chapter 5.1 Core Essential
Chapter 5.1.2 (F) Comforts Allowance
Chapter 5.2 Core Shelter
2.4.6 Child and Family Services
When Child and Family Services determines a client's child should live outside the home, the following
policy applies:
Core Essential Benefit
The Core Essential benefit is reduced while the child is out of the home. If the child is removed after
benefits for the month have been issued the Core Essential benefit is not recovered. If Children’s
Services return the child to the home on a part time basis for visits, Income Support issues pro-rated Core
Essential benefits for the days the child is in the home.
If the child is returned full-time by Children’s Services after the first day of the benefit period, the Core
Essential benefit is prorated based on the number of days remaining to month end. The client applies for
reinstatement of National Child Benefit Supplement and the NCBS temporary replacement benefit is
issued.
SEE
Chapter 5 Core Benefits
Chapter 6.1 National Child Benefit Supplement
Core Shelter Benefit
If a child is absent for three months or less, the Core Shelter benefit is not reduced. If a child is absent for
more than three months, the child is deleted from the file and Core Shelter benefit is reduced
proportionately. The child may be added to the file up to three months prior to their return so the parent(s)
can prepare for the child's return.
Chapter 2 Application Procedures / Process
2.5 Policy Governing All Benefits
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2.5.1 Alternative Resources
Benefits are not issued if they are available from another person, agency or government program.
2.5.2 Special Need Allowances
Special Need Allowances are only issued to household units (case files) eligible for basic needs.
They are issued only when necessary and according to policy.
Special Need Allowances are not issued to reimburse a person for an expense that was not approved in
advance.
Exception: The expense was incurred in an emergency situation as set out under Emergency
Allowances, or identified in a subsequent review or audit process. Benefits issued as a result of
review or audit can be issued according to guidelines for retroactivity at the discretion of the
Director of the Income Support Program.
SEE
Chapter 2.5.6 Retroactivity
Chapter 7.5 Emergency Allowances
Unless otherwise stated the Authority level for Special Need Allowances is the Director of the Income
Support Program.
2.5.3 Mismanaged Benefits
•
No benefit is re-issued if it is used for purposes other than intended.
•
Special Needs Allowances may be recovered if used for a purpose other than the one for which it was
issued.
•
If a client was eligible for a benefit on the first of the month a recovery does not occur if
circumstances change during the month and the person is not eligible for that benefit in subsequent
months.
Example:
A client who has a dependent on their file at the beginning of the month, and that dependent
leaves the parental home during the month benefits issued for that dependent are not
recovered.
2.5.4 Lost or Stolen Benefits
A cheque that has been cashed and the cash has been lost or stolen will not be replaced.
2.5.5 Cheques or Vouchers That Are Not Negotiated
If a client's cheque or voucher was not cashed by the client because it was never received or was lost, or
stolen, and the original cheque or voucher is stopped a replacement is issued.
Chapter 2 Application Procedures / Process
2.5 Policy Governing All Benefits
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2.5.6 Retroactivity
If a client was eligible to receive a benefit in the past, the benefit can be issued for up to six months or for
the length of time the client was eligible for Income Support, whichever is less.
Exception:
Retroactivity for shelter benefits is 12 months.
SEE
Chapter 5.2.1 Core Shelter
2.5.7 Arrears and Recovery
Benefits are not issued to pay off debts, loans or arrears.
Exception: Utility arrears under Emergency Benefits
SEE
Chapter 7.5.2 (F) For Unpaid Utility Bills
Benefits are not issued on a repayment basis, except when authorized in policy (e.g., NCBS Temporary
Replacement Benefit).
2.5.8 Medical Opinion
Benefits recommended by a doctor are not automatically issued. The Issuing Authority has discretion to
deny the benefit, to request clarification, or request a second opinion.
2.5.9 Awaiting Appeal
Where a person has applied and been refused assistance, the Issuing Authority may provide food or
shelter where absolutely necessary until the appeal has concluded. Transportation benefits may be issued
so that a client can attend an appeal hearing where absolutely necessary.
SEE
5.1 Core Essential
5.2 Core Shelter
7.8 Non Emergency Travel and Related Costs
Special Need Benefits which have been refused are not issued pending appeal.
2.5.10 Rounding Benefits
Benefits are rounded to the nearest dollar.
2.5.11 Legal Services
Legal costs are not covered under Income Support. Recipients can apply for Legal Aid Service
Chapter 3: Income / Assets
3.1.1 Income General Policy
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(A) Client Responsibility
Clients must take advantage of all income that would reduce their dependence on income support. If they
do not, benefits can be denied, discontinued, suspended or varied.
Applicants and recipients must declare all income received during a benefit period of assistance.
(B) Excess Income
Applicants or recipients other than one- time issue are not eligible for benefits when their non-exempt
income (after all applicable exemptions) equals or exceeds their needs.
(C) Purpose of Exempting Income
Certain types of income are fully or partly exempt in order that recipients:
• have incentives to earn money from employment
and
• get the benefit of specific federal and provincial income supports available to other Canadians
and
• have some resources they can use to buy items income support does not supply
NOTE
Issuing Authorities nor Appeal Panels have the authority to make exceptions, by adjusting
the rate of exemption or by adding or deleting items from the list.
(D) Effect of Unreported Income
If a client intentionally fails to report income when it is received and the Issuing Authority becomes aware
of that fact, they do not receive an income exemption for that benefit period.
SEE
Chapter 1.2.4 Recipient Responsibilities
(E) Definitions
(1) Earned/Employment Income
Employment income includes:
ƒ wages, salaries, honorariums, tips and commissions, paid by cash or cheque
ƒ non-monetary benefits (e.g. free rent for apartment manager)
ƒ fees paid by the government for care of a foster child or disabled person.
Employment income does not include Self Employment Income
NOTE
Employment income is defined by its source and the reason it is received (payment by an
employer for work) not the method of payment: cash, cheque, money order, goods,
services or other valuables.
(2) Gross Income
Total income before deductions or expenses have been subtracted.
Chapter 3: Income / Assets
3.1.1 Income General Policy
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(3) Employment Deductions
An employment deduction means:
(i) Income tax payable,
(ii) Contributions made under the Employment Insurance Act (Canada) and
(iii)Contributions made under the Canada Pension Plan Act (Canada)
(4) Net Employment Income
Net employment income means gross employment income, minus:
(i) Employment deductions,
(ii) Deductions required by an employer as a condition of employment
Examples of deductions required by an employer as a condition of employment:
ƒ AHC premiums
ƒ Company pension plan contributions
ƒ Union dues
ƒ Meal expenses
ƒ Uniform rental and cleaning charges
If deductions are a condition of employment the worker must see a letter or document other than a
pay stub from the employer, to substantiate that employees must pay the deductions.
(5) Income
Income means money received during a benefit period of assistance. Money received from income
support is not reported as income, but must be reported as an asset if saved.
(6) Gifts in Kind
Goods and services received by an applicant or recipient are not income. Example: gifts of furniture,
vehicles, real estate or other assets are not income. However, the recipient is required to report an
increase in assets.
A gift of food or other consumable goods is not an asset or income and does not need to be reported.
(7) Unearned Income
Unearned income is 100% deducted from entitlements. This list of examples of unearned income is
not exhaustive and any questions should be directed to the INAC Regional Office.
i)
Revenue from real or personal property, including proceeds from the sale, transfer, or
investment of assets.
ii)
Settlements or agreements, accident claims, and Employment Insurance (EI)
iii)
Pensions, Death Benefits, Disability Benefits, or Survivor’s Benefits under Canada Pension
Plan; Old Age Security Allowances; Alberta Assured Support for the Severely Handicapped
(AISH), Crimes Compensation; Worker Compensation; Blind and Disabled Person’s Allowances,
private and company pension plans and benefits for retirement; disability or survivors benefits;
iv)
Training Allowances;
v)
Educational Allowances
vi)
Lump sum payments, e.g. insurance settlements intended as cash replacement for material
assets lost through fire, theft, etc, and not used for replacement;
vii)
Winnings from games of chance are not exempt
viii) Child Maintenance or Child Support payments if the child is included as a dependant on the
income support file.
Chapter 3: Income / Assets
3.1.1 Income General Policy
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NOTE
Effective July 26, 2005, First Nation Fund Distribution, Per Capita Distribution (PCD) is no
longer 100% deductible from Income Support Benefits.
SEE
Chapter 3.1.2 (B) (1) (iii) – Compensation and Other Income that is Partially Exempt: Awards, Prizes, and Gifts
(F) Garnishee Orders
When a creditor garnishees a debtor's income, part of the income is withheld at source and paid to the
creditor. The worker allows the first payment on each garnishee as a deduction when calculating a
client's net employment income. All other payments are counted as income.
The one-time deduction gives the applicant or recipient time to apply to the court to reduce the amount
withheld while in receipt of Income Support.
NOTE
Income support benefits are not subject to garnishee orders. If the benefits are deposited in
a bank account they are not protected against a garnishee summons. Clients with
garnishee orders must be exempt from direct deposit.
(G) Income Deducted at Source to Repay Other Programs
Clients may have deductions from their income other than garnishee such as overpayments from:
• Employment Insurance
• Workers' Compensation
• Canada Pension Plan
• Quebec Pension Plan
The Issuing Authority allows the deduction for one month only. After that month, the amount that is
withheld is also counted as income. The one-month period allows the client time to negotiate with the
creditor. The client may be able to have the repayment suspended until he is working, or have the
monthly deduction lowered, however after the one month the worker counts the amount of income before
the reduction, even if the reduction is not lowered.
(H) Third Party Payments
A direct payment made by a third party on an applicant or recipient's behalf is usually not considered to
be income.
EXAMPLE 1
A recipient's family member pays all or part of the recipient's rent directly to the landlord. The
money is not income.
EXAMPLE 2
A family member gives money to the recipient to pay rent. The money is income and must be
reported. It is not exempt.
Chapter 3: Income / Assets
3.1.1 Income General Policy
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Exception
Payments made to an applicant's or recipient's agent (e.g., lawyer) are considered income. Paying
money to someone's agent is the same as paying that person directly.
EXAMPLE 1
A recipient owns a house, but does not live in it. The recipient rents the house to another
person, on a rent-to-own (agreement for sale) basis. The tenant pays rent to the recipient's
lawyer, who in turn makes the mortgage payments. The full amount of the rent is income of
the recipient, because it is paid to the recipient's agent (lawyer). It is not exempt.
EXAMPLE 2
A recipient owns a house, but does not live in it. The recipient rents the house to another
person, on a rent-to-own (agreement for sale) basis. The tenant pays the rent directly to the
mortgage company. The rent is not income. However this house would be an asset.
(1) Loan Payments
Loan payments made on a recipient's behalf are not income.
EXAMPLE
A friend makes loan payments on a recipient's car directly to the lender. The money is not
income. The worker must tell the client that if the loan payments significantly reduce the
client's debt, the client must report an increase in vehicle equity (asset). The increase equals
the amount by which the loan payment reduced the principal owing on the vehicle.
(2) Loans
Money loaned to a recipient by a financial institution, under a written repayment agreement, is not
income. Money saved to the next month is counted as an asset and is subject to the liquid asset limits.
Money loaned to an applicant or recipient by any source other than a financial institution is considered a
resource. It is not exempt.
(3) Skill Fees
Skill fees are employment income. Skill Fees are payments made to foster parents to compensate for
special parenting skills.
Skill fees include:
•
•
Money paid to foster parents under the Child, Youth, and Family Enhancement Act, and
Money paid to host families caring for disabled adults under Assisted Living
The foster parent must provide substantiation of the payment. Skill fees do not include maintenance
costs. All maintenance costs are 100% exempt.
SEE
Chapter 3.1.2 (A) 18 Income Exemptions
NOTE
Payments under the Post-Adoption Support programs and Child Out of Parental Home
(COPH) do not include skill fees. Therefore these payments are exempt.
Chapter 3: Income / Assets
3.1.1 Income General Policy
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(4) Personal Care Services
Monies provided to a disabled client, to purchase personal support services, are exempt.
When a client or dependent on the client file receives payment for providing services to a disabled person,
this is considered employment income.
SEE
3.1.2 (A) 12 Income Exemptions
(I) Business and Farm Self-Employment Income
(1) Net Self Employment Income
Business income means all self-employment income, including income earned from a home-based
business.
Self-employed clients who provide child care in their own home, and clients in the Not Expected to Work
category operating a home-based business receive the earnings exemption on self-employment earnings.
SEE
Chapter 4.3 Not Expected to Work
All other net self-employment income is deducted dollar for dollar from income support benefits.
Substantiation
The business person or farmer reports net self-employment income and changes in assets to the Issuing
Authority.
(2) Self-Employment Expenses
All self-employment applicants and recipients are allowed to deduct specified expenses from gross selfemployment income to calculate net self-employment income.
Only the following are allowable expenses that may be deducted from gross self-employment income to
determine net self-employment income:
• All deductions required by law, including business taxes and business license fees
• The reasonable cost of materials, supplies, goods and services that are essential to the business or
farm operation, specifically:
a. Interest (but not principal) payments on a loan made for the purpose of the business
b. Advertising costs, accounting and legal fees, bank service charges
c. Insurance, license, rental, repair and operating expenses of motor vehicles and equipment
essential to the business operation
d. Delivery, express and freight charges including postage
e. Veterinary services related to the business or farming operation
f. Cost of materials and supplies essential to the business or farm operation
g. Business-related facility costs, specifically:
ƒ lease payment
ƒ mortgage interest but not principal payment,
ƒ property tax,
ƒ fire insurance,
ƒ liability insurance,
Chapter 3: Income / Assets
3.1.1 Income General Policy
ƒ
ƒ
ƒ
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telephone,
utilities, and
reasonable maintenance and repairs
(3) Expectations for Self-Employed Clients
Self-employed clients, excluding farmers, day home providers and not expected to work clients with
home-based businesses, are limited to three months income support as a self-employed
person. Business assets for this group are exempt for a maximum of three months.
Clients are expected to:
• Keep an accurate record of income received,
• Maximize earning potential,
• Demonstrate progression towards viability,
and
• Attend worker appointments as required.
Self Employed Clients who still request benefits but refuse to actively seek full-time competitive
employment after three months, have their file closed for non-compliance and they are advised of their
right to appeal.
Exception
Client’s income and assets, related to the business, who are enrolled in an approved self employment
training program are exempt while they are in the training program.
(4) Child Care Providers
Clients who provide child care in their own homes claim the cost of food for the children they care for and
any other items that are required to run a day home as a business-related expense, if providing food and
other items is a condition of their contract with the child care agency. Clients cannot claim the cost of
food for themselves, or their families.
Examples of required items to run a day home are safety gates, fire extinguisher, etc.
(5) Home-Based Businesses
No facility costs are allowed for home-based businesses unless the client can substantiate that the cost is
essential to the operation of the business, (e.g., a separate telephone line for the business). Shelter costs
(rent, mortgage, utilities, etc.) are not considered as essential to the operation of the business as the client
would need to pay shelter costs whether or not they operated a business from their home.
(6) Warranty Work
Clients are allowed to claim the cost of materials and supplies used in warranty work, but are not allowed
to claim labour costs associated with the warranty work.
(7) Earnings In Kind
Earnings in kind - goods and services received in payment for employment are considered employment
income.
Chapter 3: Income / Assets
3.1.1 Income General Policy
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(J) Income at Intake
An earnings exemption is not applied when determining eligibility.
Income spent before an application is taken is not used to determine eligibility or in the calculation of
benefits. Any funds remaining or income expected before the first benefit period is a liquid asset and is
subject to asset exemption limits.
SEE
Chapter 3.2.1 (B) Assets General Policy
Chapter 3.2.2 (B) Liquid Asset Exemptions for Applicants and Recipients
(K) One-Time Issue
Applicants are not eligible for on going benefits if their income equals or exceeds their needs Applicants
with sufficient on-going income may receive benefits as a one-time issue if a severe emergency exists,
and no resources are available to meet the emergency.
SEE
Chapter 2.4.1 (B) One Time Issues
(L) Income Support Recipients From Other Provinces and
Territories or Issuing Authorities
If an applicant has received income support from a province or Issuing Authority for a benefit period, the
Issuing Authority is not obligated to provide income support for the same benefit period.
There are circumstances where duplicate income support from another province is not considered as a
resource at intake, or as income in calculating a repayment, if discovered after the file is open.
Circumstances include when a client:
• Has left an abusive situation
• Has moved to accept employment
• Has a serious illness and moved to receive support
• Is stranded and requires emergency benefits and/or return transportation to their province of origin
Where client circumstances do not fit the above situations, and the client presents as destitute, the Director
of the First Nation / Tribal Council Income Support Program may review the case.
A repayment is calculated if the client does not meet the above circumstances and it is discovered later
that the client received benefits for the same month from a province or another reserve. Since client
benefits vary from province to province, the amount received is used to calculate the repayment.
(M) Rounding Income
In all cases, net income and the income exemption are rounded to the nearest dollar.
(N) Saved Income
Money an applicant or recipient saves from one month to the next, including income support benefits and
exempt income is counted as an asset and is subject to the liquid asset limits.
Chapter 3: Income / Assets
3.1.1 Income General Policy
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2006/04
(O) MEP Arrears on Court Orders/Legal Agreements – Not
Owing to Crown
Recipients may receive payments on arrears owed to them for the months when the recipient was
not on assistance. These arrears have been identified by the Maintenance Enforcement Program
(MEP). MEP has confirmed these payments are not owing to the Crown and has forwarded the
payments to the client.
This income is exempt.
This allows recipients who suffered financial stress due to support arrears to retain the use of these funds
for the maintenance and care of their children.
SEE
Chapter 3.1.2 (A) 8 Income Exemptions
(P) MEP Arrears on Court Orders/Legal Agreement – Owing to
the Crown
Recipients may receive payments on arrears owed to them for months when the recipient was on
assistance. This could happen if the debtor/payer decides to pay directly rather than through MEP.
This income is not exempt.
(Q) Vacation Pay
Some employers add the legally required vacation pay to the worker's wages. Others give the employee
vacation with pay. In either case, vacation pay is employment income, and is eligible for the earnings
exemption.
(R) Retroactive CCTB or NCB Adjustments
Retroactive CCTB or NCB adjustments are exempt unless the client has entered into an agreement to
repay an NCBS Replacement Benefit.
(S) Income Tax Refunds
Income tax refunds are not income but are part of liquid assets.
Chapter 3: Income and Assets
3.1.2 Income Exemptions
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Revised 2007/09
The following provisions apply to all categories (ETW, NETW, and Learners) unless specifically noted.
All income exemptions are specified. No other income exemptions are to be granted under any
circumstances. A financial resource available to a household unit is income received by all members of
the household unit, except for exempted income as follows:
(A) Compensation And Other Income That Is 100% Exempt:
1. a. A payment received under Schedule A or B to the 1986-1990 Hepatitis C Settlement Agreement
except:
•
•
A payment under section 4.02 of the Agreement for loss of income, or
A payment under section 6.01 of the Agreement for loss of support resulting from the death of the
infected person.
Rationale:
Payments received under section 6.01 are paid to a dependant for loss of support upon the death of
the infected person. These payments are also ongoing support payments and are also not exempt.
Payments received under section 4.02 of that Agreement are monthly payments received due to
loss of income. As these payments are income replacement payments, they are not exempt.
b. A payment received for the pre-1986 and post 1990 Hepatitis C Settlement Agreement.
Rationale:
There is no method of distinguishing loss of income and loss of support payments made in this
agreement, therefore the entire payment is exempt.
2. A payment received from the government of a province or territory of Canada as compensation for a
member of the household unit having been infected with the HIV virus through the blood supply.
3. Common Experience Payments made under the Indian Residential Schools Settlement Agreement.
Alternative Dispute Resolution Payments are exempt to the extent that they do not replace lost
income, support or medical care that was previously provided by the Income Support Program.
4. A benefit paid under the Victims of Crime Act, except amounts received for lost income.
5. Money received as compensation for loss or damage to property of a member of the household unit
if the money is used to repair or replace the property within a reasonable time as determined by the
worker or is used for some other purpose approved by the Supervisor.
6. A refunded damage deposit under a tenancy agreement or a refunded deposit that had been paid in
respect of a utility or telephone.
7. A moving allowance provided by a landlord on termination of a tenancy agreement.
8. A payment received by a member of the household unit pursuant to an order for the support of a
child who is not a member of the household unit.
Rationale
This exemption allows a parent receiving court ordered maintenance for a "child of the marriage" who
has attained the age of majority a total exemption on such income. This exemption allows the
Chapter 3: Income and Assets
3.1.2 Income Exemptions
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Revised 2007/09
recipient to use the maintenance income towards the support of the "child of the marriage". This
prevents the recipient having to go to court to have the maintenance order amended so that the "child
of the marriage" is paid directly. If the "child of the marriage" is in receipt of income support, the
maintenance is income for that recipient.
9. Payments of arrears of child support that are not owing to the government. These are arrears that
are owing to the recipient for months when the recipient was not on income support.
SEE
Chapter 3.1.1 (O) Income General Policy
Rationale
This allows parents to invest income from maintenance arrears (money owed to the client during the
time they were not receiving income support) for the child’s future.
10. Specific payments under an agreement between a First Nation and Her Majesty in Right of Canada
can be exempted from time to time. The province notifies INAC when these payments are made and
are specifically exempt. Examples are land claims and other settlements.
11. A Canada Child Tax Benefit under the Income Tax Act (Canada), and the Universal Child Care
Benefit (effective August 1, 2006).
Rationale
These payments are exempt because the income is intended to go toward the child’s basic needs. The
exemption includes retroactive payments.
NOTE
The CCTB may include the National Child Benefit Supplement (NCBS), a monthly benefit
for low-income families with children, and the Child Disability Benefit (CDB), a monthly
benefit providing financial assistance for qualified families caring for children with severe
and prolonged mental or physical impairments.
12. A Goods and Services Tax credit received from the Government of Canada.
13. Money received from the Government of Alberta to assist a person with a disability in purchasing
services that will enable the person to live in the community. For example, additional resources
received from the Government of Alberta by a client in receipt of Assured Income Support for the
Severely Handicapped (AISH).
SEE
Chapter 3.1.1 (H) Income General Policy
Rationale
This payment is exempt to cover the home care costs and individual service plan maintenance
expenses for disabled clients.
14. Money received from a management body under the Alberta Housing Act for the payment of utilities
other than electricity.
15. Money received under a program of the Government of Canada or Alberta for home repairs or
renovations.
Chapter 3: Income and Assets
3.1.2 Income Exemptions
3 of 6
Revised 2007/09
16. A payment, refund or credit directly or indirectly from the Government of Canada or Alberta that is
designed to protect consumers from high energy costs.
17. A grant or loan to start a business, excluding any amount as a living allowance that is received from
a federal or provincial government department or agency or from a non-profit organization.
18. A loan from a financial institution.
Rationale
Clients are expected to repay those monies back to the financial institution.
19. A payment made under a First Nation Child and Family Services program for the maintenance costs
of a person to whom the applicant or recipient is providing or is responsible for providing care.
SEE
Chapter 3.1.1 (H) Income General Policy
Rationale
Foster parents and supported adoptive parents get funds under the Child, Youth and Family
Enhancement Act so they can meet the needs of the children placed, temporarily or permanently, in
their care. Host families get funds under the Assisted Living Program so they can meet the needs of
the disabled adults placed in their care.
(B) Compensation And Other Income That Is Partially Exempt:
(1) AWARDS, PRIZES AND GIFTS:
i.
Effective September 1, 2006, an award or prize received by a member of the household unit in
recognition of outstanding academic or community achievement to a maximum amount of $3,500
for all categories of Income Support clients.
ii.
Handicap benefit under the AISH Program in the amount of $175.00 is exempt.
iii.
Effective July 26, 2005, cash gifts and Per Capita Distributions (PCD) are exempt if:
a. the total combined amount of the cash gift and PCD does not exceed $900 each calendar
year (January-December) for each member of the household unit (see Example 1, and
Example 3 below), and
b. the gift or PCD is non-recurring in nature (i.e., not issued/received month after month)
(see Example 2 below).
c. the PCD is not from Specific Claims (Surrenders).
NOTE
Income Support exemptions for Specific Claims PCDs are generally negotiated during the
claim settlement process, or a request for exemption is made by the First Nation in writing to
the Provincial Minister of Human Resources and Employment. Exemptions are considered
for land settlements and in circumstances where a settlement is issued as redress for
wrongdoing on the part of the government.
PROCEDURE
Chapter 3: Income and Assets
3.1.2 Income Exemptions
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Revised 2007/09
Income Support clients report to the Issuing Authority any cash gifts/PCDs they or any member of
their household unit may have received. The Issuing Authority records this information in the case
file. When the maximum $900 has been reached by each member of the household unit, any amount
exceeding $900 reported in that calendar year is to be deducted dollar for dollar from any Income
Support benefits. Money remaining into the subsequent month will be treated as a liquid asset
according to current policy.
Example 1
A First Nation issues a PCD for $450 in September and December for a total amount of $900.
These PCDs are exempt if the income support client has not identified any other cash gifts
received during the calendar year (see 3.1.2 B. 1. iii a)
Example 2
A First Nation issues a PCD for $300 in April and another PCD for $300 in May, but does
not issue a PCD again until several months later. In this situation, even though there were
PCDs issued on consecutive months (April and May), the second PCD is exempt because the
PCDs have been issued in such a manner that they are not considered to be regularly
recurring. (see 3.1.2 B. 1. iii b)
Example 3
A First Nation issues a PCD for $450 in December, and another PCD for $300 in January.
The second PCD is 100% exempt as it is issued during a new calendar year
Example 4
A First Nation issues a PCD for $300 in April, September, and December totalling $900 for
the calendar year. The client reports to the Issuing Authority that they have received a cash
birthday gift in September for $100. The client has received a total of $1000 in cash gifts and
PCDs during the calendar year. The Issuing Authority exempts $200 of the PCD that was
issued in December and deducts $100 from the Income Support benefits for that month.
(2) EARNED INCOME EXEMPTIONS:
NOTE:
Earned Income Exemptions only apply to existing income support clients who have been able to
gain employment. The Issuing Authority will apply the income exemptions to the earned income
to determine if the client remains eligible for income support.
Earned Income Exemptions are not applied to individuals who are applying for income support.
SEE
Chapter 3.1.1 (J) – Income at Intake
i.
The earnings exemption for a household unit with one adult and dependent(s) is $230 per month
plus 25% of the remaining net employment income.
Chapter 3: Income and Assets
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Revised 2007/09
3.1.2 Income Exemptions
Example: ETW Single Parent with one child under age 11
Income Support Core Benefits entitlement
Employment Earnings
Minus babysitting by grandparent
Minus Standard Earnings Exemption of $230
Minus 25% of the $620
$732
$1000
- $150
- $230
- $155
= $850
= $620
= $465
Income Deducted from Income Support Benefits
Income Support Benefits Issued
- $465
= $267
ii.
Effective September 1, 2007, the employment earnings exemption for each adult in a household
unit categorized as full time Learner is 100%.
iii.
The earnings exemption for all other household units is $115 per month plus 25% of the remaining
net employment income for each adult in the household unit earning income.
SEE
Chapter 3.1.1 (E) Definitions (of employment income net and gross income)
iv.
Self-employment income is deducted dollar for dollar after business expenses and child care costs
have been deducted from the business earnings.
Exception: Self-employment income earned while enrolled in an Alberta Human Resources
and Employment approved training program related to the self-employment is 100% exempt.
SEE
Chapter 3.1.1 (I) Income General Policy
Chapter 9.1.2 Alberta Human Resources and Employment Participation
Rationale
Client’s income, related to the business, who are enrolled in an approved training program related to
self-employment, is 100% exempt while they are in the training program. Once the client completes
the self-employment training program and if they still require income support, all self-employment
rules apply.
NOTE
For clients who are employed child care expenses are allowable as an employment expense and
are deducted from total earnings.
SEE
Chapter 3.1.3 Child Care for Employment
v. Gross income received by the applicant or recipient from a room and board arrangement in the
applicant’s or recipient’s primary residence is 75% exempt.
NOTE
Chapter 3: Income and Assets
3.1.2 Income Exemptions
6 of 6
Revised 2007/09
A recipient who lives with relatives who are also receiving income support is not paying
room and board. The "landlord" is using the "tenant's" money to buy food for the "tenant".
Do not deduct this money from the "landlord’s” benefits.
vi. Gross rental income received by the applicant or recipient from the applicant’s or recipient’s primary
residence is 50% exempt.
NOTE
Gross rental income from a property that is not the applicant's or recipient’s primary
residence is not eligible for exemption and must be deducted, dollar for dollar, from
benefits.
vii. Employment income or self-employment income earned by a dependent child who is
attending school is 100% exempt.
Rationale
All earnings for children, who are in school or in the summer months between school terms, are 100%
exempt to provide an incentive to accumulate savings for their future.
viii. The earnings exemption for a dependent child in a household unit who is not attending school is
$350 per month plus 25% of the remaining net employment income.
Chapter 3 Income and Assets
3.1.3 Child Care For Employment
1 of 2
2006/04
Policy
•
For clients who are employed reasonable child care expenses are allowable as an employment expense
and are deducted from total earnings.
Guiding Principles
• It is expected that parents make arrangements with family, friends and neighbors for the care of
children on a mutual exchange arrangement whenever possible.
•
The least costly child care option is encouraged taking into account safety and well being
requirements of the children.
Applicable Deduction Rates
•
•
actual, reasonable cost of private babysitting
the actual cost of day care, less the amount of any day care subsidy provided.
•
$150 per month per child to grandparents who do not have custody or live in the child’s home. (The
client's verbal statement is acceptable substantiation).
•
Lunch Programs: where applicable school lunch program fees may be deducted instead of
babysitting.
•
Out of School Programs: actual cost for an out of school program may be paid for children under 12
instead of babysitting where applicable.
NOTE:
Babysitting costs cannot be exempted for parents, stepparents, members of the household unit
(case file), or individuals sharing the residence.
Substantiation
A receipt or written statement from the childcare provider containing:
• The provider's signature
and
• Monthly cost
•
Clients advise the issuing authority of changes in their childcare needs.
Authority
Issuing Authority
Deposit and Registration Fee
The actual cost of a refundable deposit and/or registration fee for a day care/licensed day home is
provided when required to a maximum of one month’s childcare fee.
Chapter 3 Income and Assets
3.1.3 Child Care For Employment
2 of 2
2006/04
Substantiation
A written statement from the day care/licensed day home stating the amount of the deposit and/or
registration fee.
Forfeited Deposit
When the client forfeits a refundable deposit, the Issuing Authority recovers subsequent deposits.
Refunded Deposit
A refunded deposit is treated as income and deducted dollar for dollar from the next month’s assistance.
Chapter 3 Income and Assets
3.2.1 Assets General Policy
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Revised 2007/08
(A) Policy
Certain assets are exempt to ensure that:
•
Clients who are eligible for on-going benefits are not placed in total poverty by being deprived of
everything valuable they own
•
Clients have some resources they can use to purchase items that are not available through income
support
and
• People are encouraged to manage their funds and save for themselves and their children’s futures.
(B) Definitions
Liquid Assets
• cash on hand, bank account(s)
and
• other assets readily converted (within two business days) into cash such as stocks, term deposits,
bonds and other securities
Readily Convertible
Means the asset can be converted within the next two business days.
Temporary Exemption
Some financial assets cannot be readily converted to cash and can be temporarily exempt.
SEE
Chapter 3.2.2 Asset Exemptions
Excess Liquid Assets
If an applicant or recipient declares excess liquid assets, they are not eligible to receive income support.
Exception: One-time Issues
SEE
One-time Issues this policy
(C) Client Responsibility
Clients must declare all assets
and
• all changes in their assets
and
• all sales of assets
SEE
Chapter 1.2.4 Recipient Responsibilities
(D) Issuing Authority Responsibility
Issuing Authority must advise clients they are required to disclose all assets they or their partner have,
including assets not specifically asked about.
SEE
Chapter 1.2.2 Issuing Authorities Responsibilities to Clients
Chapter 3 Income and Assets
3.2.1 Assets General Policy
2 of 2
Revised 2007/08
(E) Savings
Funds saved from one month to the next, become part of liquid assets and may affect eligibility.
Exception: Savings of a dependent child. This provides an incentive for children to accumulate
savings for future education.
(F) Sale of Assets
Assets must be disposed of at fair market value.
Recipients have one month after the sale of a non exempt asset to convert the proceeds of the sale to an
exempt asset. After one month any remaining proceeds become an asset and may affect eligibility.
(G) Assets for One-Time Issue Clients
Applicants who receive benefits as an emergent one-time issue are allowed the same asset exemptions as
Expected to Work (ETW) clients.
SEE
Chapter 2.4.1 One-Time Issues
Calculation of Liquid Assets for One-Time Issue Clients
The value of the combined liquid assets cannot exceed one month’s value of the core benefit of the
household unit (case file).
The difference between the need and the non-exempt liquid assets may be issued to meet an emergency
need.
EXAMPLE
Couple with 2 children with earnings of $1,800 per month. They report they have $1,476 available in
liquid assets.
1. Issuing Authority calculates the eligible household unit benefit level if they were on income
support:
Core Shelter
$ 524
Core Essential
$ 526
NCBS Replacement
$ 306
Total
$ 1356
2. The Issuing Authority calculates the non-exempt liquid assets which is the amount of liquid assets
that exceed the amount the household unit would receive if they were on income support. In this case,
the client has identified liquid assets of $1,476 and they would be eligible for $1,356 if they were on
income support. The non-exempt liquid assets for this household would be $120 (1,476 - $ 1,356 =
$120).
3. The Issuing Authority identifies the emergent need. In this case, the household unit has utility
arrears (Emergent Need) of $600.
4. The Issuing Authority then calculates the one-time issuance as the difference between the emergent
need and the non-exempt liquid assets. In this case the one time issuance is $480 ($600 emergent
need - $120 non-exempt liquid asset = $480 one time issuance).
1 of 7
Revised 2007/08
Chapter 3 Income and Assets
3.2.2 Asset Exemptions
(A) Non Exempt Assets
A client that has a non-exempt asset is not eligible for income support.
(B) Liquid Asset Exemptions For Applicants and Recipients
1. Expected to Work Household unit (case file)
The value of the liquid assets of the adult members of the household unit (case file) cannot exceed one
month’s total Core Benefits payment, including any other supplemental Core Benefits for which the
client may be eligible, plus the amount of the NCBS Replacement Benefit.
2. Not Expected to Work Household unit (case file)
The value of the liquid assets of the adult members of the household unit (case file) cannot exceed two
month’s total Core Benefits payment, including any other supplemental Core Benefits for which the
client may be eligible, plus the amount of the NCBS Replacement Benefit.
3. Learner Household unit (case file)
The value of the liquid assets of the adult members of the household unit (case file) cannot exceed two
month’s total Core Benefits payment plus amount of the NCBS Replacement Benefit.
SEE
Chapter 5.1.3 Core Essential
Chapter 5.2.1 Core Shelter
Chapter 6.1 NCBS Replacement Benefit
Chapter 2.4.1 One-Time Issue
NOTE
Asset levels must be calculated separately for each household unit (case file).
For clients not receiving shelter benefits the appropriate Core Shelter rate from Table B is used to
determine the liquid asset limit.
Example: Household of 4, 2 adults 2 children under age 10
BENEFIT
Core Essential
Core Shelter
2005 NCBS
Replacement
Personal Needs
Supplement
Special Diet (diabetic)
ETW HOUSEHOLD
$526
$524
$306
Total
Liquid Asset Level
$1396
$1396 (1 x (Core + NCBR))
Not Applicable
$40
NETW HOUSEHOLD
$591
$578
$306
$78
$40
$1593
$3186 (2 x( Core + NCBR))
LEARNER HOUSEHOLD
$887
$595
$306
Not Applicable
Not included in liquid asset
assessment
$1788
$3576 (2 x (Core + NCBR))
Substantiation
The client's verbal or written statement and signature on the application form is the standard requirement
to substantiate liquid assets. The Issuing Authority may request documents such as:
•
bank statement or pass book
Chapter 3 Income and Assets
3.2.2 Asset Exemptions
•
•
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Revised 2007/08
Statement or letter from a financial institution confirming the number, value and maturity date of
bonds, stocks, securities or shares
Statement from a financial institution to confirm the value of an GIC or term deposit
4. Income Tax Refunds
Income Tax refunds are considered liquid assets and may affect eligibility.
Where liquid assets, including Income Tax refund(s) exceed the allowable asset level the household unit
(case file) is not eligible for income support benefits.
The client is required to report Income Tax refunds. Issuing Authorities can ask for Notices of
Assessment or the client’s Income Tax Return.
5. Common Experience Payments made under the Residential Schools Settlement
Agreement are exempt
(C) Exempt Assets
The following provisions apply to all categories (ETW, NETW, and Learners) unless specifically
noted.
1) Compensation and Extraordinary Assistance Payments
The following payments are exempt:
• Financial benefits under the Victims of Crime Act
• Provincial compensation for HIV infection through the blood supply
• Payments received under Schedule A or B to the 1986-1990 Hepatitis C Settlement Agreement, or
those payments received for the pre-1986 and post 1990 Hepatitis C Settlement Agreement.
Exception: payments received under Section 4.02 (loss of income payments) and Section 6.01
(loss of support payments) of the 1986-1990 Hepatitis C Settlement Agreement which are not
exempt
• Common experience payments made under the Indian Residential Schools Settlement
Agreement
SEE
Chapter 3.1.2 (A) Compensation and Other Income That Is 100% Exempt
An asset bought with money received from the above payments are exempt.
Substantiation
If a client has assets which were bought with exempt income, the standard requirement to substantiate this
is the client's verbal or written statement:
•
•
•
describing the asset
the value of the asset
identifying the exempt income with which the asset was purchased
2) Home
Where applicable a home of reasonable value in which the client lives, including the home quarter for
farmers is exempt.
Chapter 3 Income and Assets
3.2.2 Asset Exemptions
3 of 7
Revised 2007/08
3) Clothing Household Furnishings and Appliances
Clothing, personal jewellery, children's toys, common household goods, furnishings, and appliances of
reasonable value are exempt.
4) Business Tools and Equipment
Business tools including essential equipment and supplies for farmers needed for employment are exempt
5) Business Assets
Assets required for the operation's viability are exempt for a maximum of three months, if the client
cannot get a loan, to allow a viable business to operate through a brief period of difficulty. No extensions
are permitted.
6) Farm Assets
Farm machinery and other assets required for the operation's viability are exempt for up to one year, if the
client cannot get a loan, to allow a viable farm to operate through a brief period of difficulty. No
extensions beyond one year are permitted.
SEE
Chapter 4.2.2 ETW (B) Working
Substantiation
The Issuing Authority may request substantiation such as an income tax assessment, business/farm
records, or appraisal of assets to determine value and/or confirmation that the client is unable to obtain a
loan or line of credit to operate their business through the brief period of difficulty.
7) Vehicles
• Effective August 1, 2007, vehicles of a reasonable value are exempt assets.
• Full time Learners who commence training on or after August 1, 2007 may receive a vehicle
exemption of 100%.
Substantiation
Issuing Authorities may request a Vehicle Registration Certificate, an appraisal from a reliable source to
determine the value of the vehicle, and/or a loan document to determine the equity in the vehicle.
8) Assets Held by Trustee in Bankruptcy
Any asset held by a trustee in bankruptcy for any member of the household unit (case file) under the
Bankruptcy and Insolvency Act (Canada) is exempt with no restrictions.
Substantiation
Written documentation from an official source such as a trustee, lawyer, or bankruptcy documents.
9) Real Estate
Real estate which is not the principal residence (e.g. cottage, rental property) is exempt for not more than
three months at a time, and only if a loan against the property is not possible.
Authority
Issuing Authority (first exemption)
Supervisor (extension)
Chapter 3 Income and Assets
3.2.2 Asset Exemptions
4 of 7
Revised 2007/08
10) Jointly Owned Real Estate
Jointly owed real estate which is not the principal residence, with a co-owner who is not a member of the
household unit (case file) (e.g. former matrimonial home) is exempt for not more than six months at a
time, and only if a loan against the property is not possible.
Authority
Issuing Authority (first exemption)
Supervisor (extension)
Substantiation For Real Estate
If a client owns real estate, the standard requirement for substantiation is:
•
•
•
•
•
•
documents indicating the current market value such as a written appraisal, current property tax
assessment, and/or mortgage documents and
documentation from a financial institution indicating a loan cannot be obtained against the real
estate and
Real estate listing or newspaper ad indicating the real estate is for sale at a reasonable price and
In the case of jointly owned real estate, a copy of the mortgage or land title to identify co-owner(s)
and
If a co-owner(s) of jointly owned real estate is unwilling to sell, the client provides evidence such
as a letter from the co-owner(s) and
If the real estate is rented out, a copy of the lease agreement, official receipts, or income tax
assessment to determine income.
11) Marketable Commodities
Marketable commodities produced or purchased in mass quantity and intended for sale or resale (farm
yield such as grain, poultry, eggs, cattle and hogs,) are exempt for up to one year, to allow a viable farm
to operate through a brief period of difficulty.
Explanation
The owner is expected to sell at current market prices if the sale does not endanger the on-going
operation of a viable farm. Profit from the sale is declared as income. Sale of a commodity may result
in a lower profit than might have been received later. However, resources must be used if they will
reduce reliance on income support. Marketable commodities are not exempted merely because of
price fluctuations.
The Issuing Authority may request substantiation such as a current income tax assessment, District
Agriculturalist's report, and current farm records.
12) Registered Education Savings Plan (RESP)
All RESP’s in any amount are exempt
Chapter 3 Income and Assets
3.2.2 Asset Exemptions
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Revised 2007/08
13) Registered Retirement Savings Plan (RRSP)
A RRSP to the value of $5000 per adult member of the household unit (case file) is exempt
Substantiation
Written documentation from an official source such as a financial institution stating the value of all
RRSP’s for each adult of the household unit (case file). This exemption applies regardless of whether the
RRSP is in a locked in account or not.
14) Life Insurance Policy
A life insurance policy with a cash surrender value of $1500 or less for the household unit (case file) is
exempt.
Substantiation
Written documentation from an official source such as a life insurance company stating the cash surrender
value of all life insurance policies for each adult of the household unit (case file).
15) Prepaid Funeral Costs
All prepaid funeral costs for any member of the household unit (case file) are exempt
16) Money in Trust for a Child
Money received on a child's behalf, other than funds intended for a child's maintenance, and placed in a
locked in trust for the child, plus any interest or income earned by that money that becomes part of the
trust is exempt. Clients are given 60 days from the time the funds are received to place them in trust.
If the parent, guardian or child can get money from the trust account, the money in that fund is not
exempt.
NOTE
•
•
•
Money for maintenance is not exempt as an asset even if placed in trust.
CPP Orphans Benefit is not exempt income.
o These payments cannot be made exempt under this section by placing them in trust
because they are for maintenance and education.
Money left to a child in a will is not exempt income, but may qualify for exemption under this
section, depending on the terms of the will. Each decision depends on the particular
circumstances.
Substantiation
If a client has money in trust for a child, the standard requirement to substantiate this is written
documentation from an official source such as a lawyer, public trustee, financial institution, or a copy of a
will that states:
•
•
•
•
The money is not accessible
The source of the money to determine whether it was intended for the education or maintenance of
the child
The date the money was placed in trust
The date the child can access the money
Chapter 3 Income and Assets
3.2.2 Asset Exemptions
6 of 7
Revised 2007/08
17) Children’s Assets
Money saved and / or assets of a dependent child are exempt. The asset(s) must be in the child’s name.
Explanation: This provides an incentive for children to accumulate savings and/or assets such as RESP’s
for further education.
18) Locked-In Assets (i.e. Pension Accounts)
These are exempt until accessible, if it is substantiated that the asset is legally beyond the individual's
control. Written documentation from an official source is required to determine that the asset is locked in
and is exempted for the purposes of determining eligibility.
Authority
Director of the First Nation/Tribal Council Income Support Program
19) Other Assets
Any other asset where, in the Supervisor’s opinion, the asset is essential to the needs of the person.
Examples:
Boats for personal fishing
Traditional crafts
Ceremonial regalia
Authority
Director of the First Nation Income Support Program
(D) Procedures For All Assets
Applicants
When determining eligibility for income support based on assets, the Issuing Authority:
1. Determines the kind and value of all assets belonging to adult members in the household unit (case
file).
2. Denies ineligible applicants and advises them of their right to appeal.
3. Notes the applicant’s assets and/or the reason for denial based on assets on file.
4. Records all temporarily exempt assets on the file and makes a note for appropriate follow-up.
Recipients
When becoming aware of a change in the client’s assets directly from the client or through a reliable
source, the Issuing Authority:
1. Contacts the client to confirm the current total of their assets, particularly liquid assets
2. Advises the client they are not eligible for Income Support because of assets and that their file will
close.
3. Advises ineligible clients that they have the right to appeal and can reapply for income support once
their assets are below the allowable level.
4. Places comments updating assets on the client file.
5. Continues to provide income support to clients whose eligibility is not impacted by the asset reported.
6. Reviews the file for potential debts and/or referral for Fraud Investigation when appropriate.
Chapter 3 Income and Assets
3.2.2 Asset Exemptions
7 of 7
Revised 2007/08
Authority for Assets
Issuing Authority unless otherwise stated.
Substantiation for Assets
Applicants are required to declare their assets and the assets of their spouse/partner on their file. By
signing the application form, applicants declare the information they have provided is true and complete.
The client’s verbal or written statement and their signature on the application form is the standard
requirement unless otherwise stated.
Short-Term Exemption
An exemption for one month may be granted for situations not addressed in policy, if extreme hardship
would result from not providing income support benefits while waiting for an asset to be disposed of for
fair value.
The Director of the First Nation Income Support Program records their approval for the exemption on the
file. Extensions are permitted if the recipient proves continuing effort to deal with the asset.
Explanation
This section allows time to dispose of an asset which is not appropriate for exemption, but which
cannot meet the immediate need.
This exemption must not be used to exempt excess liquid assets.
Two specific exemptions under this section are real estate the client does not occupy as the principal
residence, and marketable commodities of a farm or business.
Authority for Short Term Exemption
Director of the First Nation/Tribal Council Income Support Program
Chapter 4: Client Categories
4.1 General Policy
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2008/01
4.1.1 Intent
Client Categories are designed to assist the Issuing Authority to group clients according to their
characteristics and employability.
Client categories are arranged to reflect the client’s current, and potential, relationship to the labour
market. Client categories are divided into client sub-categories. Within each category, descriptors detail
specific client characteristics.
Client categorization is designed so that the Issuing Authority can revise the client’s category as the
client's relationship to the labour market changes.
4.1.2 Purpose
Clients are categorized for several reasons:
•
•
•
There are unique expectations for each client category. By following the expectations a client
moves towards the maximum self-sufficiency possible.
Each adult in a household unit (case file) is categorized individually which determines benefits
and asset limits.
The category of the adult closest to entry to the labour market drives a household unit’s
(case file) Core Benefits, except where one spouse is designated NETW A (AISH equivalent)
then the household is designated NETW A.
4.1.3 Client and Household Sub-categories
Clients are assigned to the Expected to Work (ETW) category according to the following subcategories:
• 4.2.1 - ETW A
Not Working – available for work or training
• 4.2.2 - ETW B
Working
• 4.2.3 - ETW C
Not Able to Work Short Term Illness or Family Care
Responsibilities (6 Months or less, primary caregiver for a dependant child
under 1 year old)
Clients are assigned to the Not Expected to Work (NETW) category according to the following subcategories:
• 4.3.1 - NETW A Medical or Disability
• 4.3.2 - NETW B Multiple Barrier
NOTE
A key distinction between ETW and Not Expected to Work (NETW) clients is some
NETW clients may be employed, but they are not expected to be capable of sustaining
full-time employment in the competitive labor market.
• 4.4 – Learner
Clients are assigned to the Learner category when they provide the Issuing Authority with a “Notice of
Assessment” from Alberta Human Resources and Employment (AHRE) indicating:
• they have been approved for tuition and books funding only for a program of study as an
Alberta Works Learner, and
• they are identified as resident on-reserve, and therefore, are not eligible for living allowance
funding from AHRE.
Chapter 4: Client Categories
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2008/01
4.1 General Policy
4.1.3A Client and Household Sub-Categories Matrix
Client Category
Household
Category
Single Adult
Single Adult
ETW A/B
ETW C
ETW A/B
ETW C
Single Adult
Single Adult
Couple
Couple
Couple
NETW A/B
Learner
ETW A/B & ETW A/B
ETW A/B & ETW C
ETW C & ETW C
NETW A/B
Learner
ETW A/B
ETW A/B
ETW C
Couple
ETW A/B & NETW A
(AISH equivalent)
ETW A/B & NETW B
ETW C & NETW A
(AISH equivalent)
NETW A
Couple
ETW C & NETW B
ETW C
Couple
Couple
Couple
Couple
Couple
NETW A & NETW A/B
NETW B & NETW B
Learner & Learner
Learner & ETW A/B/C
Learner & NETW A/B
NETW A
NETW B
Learner
Learner
Learner
Couple
Couple
ETW A/B
NETW A
Benefits
Personal Needs Supplement (6.2) and
Earnings Replacement (6.3)
Earnings Replacement
Benefit
Personal Needs Supplement
Earnings Replacement
Benefit
Personal Needs Supplement
Personal Needs Supplement
Personal Needs Supplement
& Earnings Replacement
Benefit
Personal Needs Supplement
& Earnings Replacement
Benefit
Personal Needs Supplement
Personal Needs Supplement
Refer to Chapter 6.2 Personal
Needs Supplement
NOTE:
This chart provides clarity for eligibility for Personal Needs Supplement (Chapter 6.2) and
Earnings Replace Benefit (Chapter 6.3) only. Please refer to Chapters 5-7 for eligibility for all
other benefits.
4.1.4 Employment Readiness Assessment
The Employment Readiness Assessment (ERA) is completed with the client and by an appropriate issuing
authority, which may include an officer within AHRDA. An interview must be conducted to determine a
client’s employability. Factors of employability include, but are not limited to:
• physical and mental health
• education
• life management issues such as addictions and housing
• family related issues such as childcare and family violence
• work history / skills
• age
• other social factors
• history of unsuccessful intervention
SEE
Chapter 4.5.1 Employment Readiness Assessment
Chapter 4.3.2 NETW B Multiple Barriers
Chapter 4: Client Categories
4.1 General Policy
3 of 3
2008/01
These factors are identified and the impact on the client’s employability are assessed. The assessment
determines whether the client is assigned to the Expected to Work (ETW) or Not Expected to Work
(NETW) Client Category and forms the foundation for the Case Plan. Any training or employment
programs which may benefit the client are considered at the time of the assessment.
SEE
Chapter 4.5.1 Employment Readiness Assessment
4.1.5 Case Plan
The Case Plan is developed by the client and the Issuing Authority, based on assessment of the
individual’s employability and social circumstances. The Case Plan details the commitments being made
by the client (e.g. to register for a specified program), and the commitments being made by the Issuing
Authority (e.g. to issue funds for childcare to attend the program). Timelines are included if at all
possible.
SEE
Chapter 4.5.2 Case Plan
Chapter 8.4 Denying or Terminating Benefits
4.1.6 Re-Categorization
Clients must be re-assessed when circumstances change and this may result in a re-categorization to a
different client category.
SEE
Chapter 4.2 Expected To Work
Chapter 4.3 Not Expected To Work
Clients should be re-assessed and may be eligible for a different client category if:
•
•
•
The current category has limitations (example ETW C is for six months or less) The
client reports a change in their circumstances. (e.g. birth of a baby)
Case Plan activities have reduced the barriers and the client is prepared for re-entry into the labour
market
Chapter 4: Client Categories
4.2.1 Expected to Work (ETW A)
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2006/04
4.2.1 ETW A – Available for Work or Training
Characteristics
Clients assigned to this sub-category are:
• unemployed, and must look for work
or
• unemployed and must prepare for the job market through
o training,
or
o work experience programs
or
o rehabilitation services
or
o participation in Alberta Human Resources and Employment (AHRE) approved training programs
that are for less than 9 weeks.
SEE
Chapter 4.4 Learner
Chapter 9.1 Opportunities for Training
Expectations
The Issuing Authority is expected to:
•
Complete an Employment Readiness Assessment and develop a Case Plan with the client.
Clients who are looking for work are expected to:
• Collaborate with the Issuing Authority to establish an Employment Readiness Assessment and a Case
Plan
• Maintain regular contact with Issuing Authority
•
Inform the Issuing Authority of changes in circumstances
•
Follow through on all Case Plan expectations
•
Actively seek employment
•
Accept any reasonable job and not limit himself or herself to a specific job or a specified pay range
•
Maintain and provide, upon request, an accurate job search including dates of phone contacts,
personal contacts, interviews and results of activities
Clients attending short term pre employment or rehabilitation programs are expected to:
• Maintain the same level of commitment and behavior in their program as an employer would expect in
a work situation
•
Attend the program regularly
•
Inform program officials of the reason for any absences
•
Comply with all program policies and practices for student conduct
Chapter 4: Client Categories
4.2.1 Expected to Work (ETW A)
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2006/04
Substantiation
• Job search records and employer contacts as requested.
• The client may be required to provide proof of attendance, progress, completion, and appropriate
evaluation from any training or rehabilitative program.
Authority
Issuing Authority
Procedures
The Issuing Authority conducts an Employment Readiness Assessment and develops a Case Plan in
collaboration with the client. The Case Plan should contain activities appropriate to the client’s
circumstances and give the client a supported opportunity to move towards greater self sufficiency.
Both the Employment Readiness Assessment and Case Plan are placed on the client file. A copy of the
Case Plan is given to the client.
Chapter 4: Client Categories
4.2.2 Expected to Work (ETW B)
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2006/04
4.2.2 ETW B – Working
Characteristics
Clients assigned to this sub-category are:
• working full or part time.
or
• self-employed and engaged in developing a viable business.
NOTE:
Self-employed individuals have limited eligibility
SEE
Chapter 2.4.4 Limited Eligibility
Chapter 3.1.1: Income General Policy
Chapter 3.2.2.(C) 4 Asset Exemptions
Expectations
The Issuing Authority is expected to:
•
Complete an Employment Readiness Assessment and develop a Case Plan with the client.
Clients are expected to:
• Collaborate with the Issuing Authority to establish an Employment Readiness Assessment and a Case
Plan
• Maintain regular contact with the Issuing Authority and attend appointments as required
•
Inform the Issuing Authority of changes in circumstances
•
Follow through on all Case Plan expectations
•
Maintain current employment
•
Maintain and provide, upon request, an accurate job search including dates of phone contacts,
personal contacts, interviews and results of activities
•
Accept any reasonable job, and not limit himself or herself to a specific type of job or a specific pay
range
•
Update skills through part-time training if this is needed to progress to a position leading to greater
self-sufficiency
Maximize earning potential (increase hours, seek additional work / contracts)
•
Substantiation
• The client provides proof of earnings.
• Job search records and employer contacts as requested
In the case of self employment:
• Keep accurate records of business expenses and income received
• Demonstrate progression towards viability
Chapter 4: Client Categories
4.2.2 Expected to Work (ETW B)
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2006/04
Authority
Issuing Authority
Procedures
The Issuing Authority conducts an Employment Readiness Assessment and develops a Case Plan in
collaboration with the client. The Case Plan should contain activities appropriate to the client’s
circumstances and give the client a supported opportunity to move towards greater self sufficiency.
Both the Employment Readiness Assessment and Case Plan are placed on the client file. A copy of the
Case Plan is given to the client.
Chapter 4: Client Categories
4.2.3 Expected to Work (ETW C)
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4.2.3 ETW C – Unable to Work or Train: Health Problems
Or Family Care Responsibilities
Characteristics
Clients assigned to this sub-category include:
• clients with health problems that prevent employment for up to six months including:
1.2 clients in receipt of EI for medical reasons
and/or
1.3 clients in the last trimester of pregnancy
or
• clients caring for a dependent child under 1 years old
or
• clients caring for a disabled member of the household unit (case file) who is on the client's file
or
•
clients experiencing exceptional family circumstances which prevent them from working for a
maximum of six months. (example disabled member of the family who is not on the client’s file)
or
• clients who have recently left an abusive situation and require a period of adjustment
or
•
clients who are involved with a child welfare agency and must comply with a case plan which
prevents them from being available for employment or full-time training.
NOTE:
Generally these conditions exist for a period of six months or less
Clients should not be in this sub-category longer than six months, unless they are caring for
a child under the age of 1 year, or an unusual set of temporary circumstances rendering the
client unable to work has occurred and these circumstances have been documented.
Clients in this client category receive the Earnings Replacement Benefit.
SEE
Chapter 6.3 Earnings Replacement Allowance
Expectations
The Issuing Authority is expected to:
• complete an Employment Readiness Assessment and develop a Case Plan with the client at the time
they are assigned to this sub-category.
• review the Case Plan with clients in this sub-category one month prior to the expected end of the
medical treatment, health problem, or resolution of the family care responsibilities.
• reassess clients who have left an abusive situation, and who require a period of adjustment after three
months of being placed in this sub-category.
Clients are expected to:
• Collaborate with the Issuing Authority to establish an Employment Readiness Assessment and a Case
Plan
Chapter 4: Client Categories
4.2.3 Expected to Work (ETW C)
•
Maintain regular contact with Issuing Authority
•
Inform the Issuing Authority of changes in circumstances
•
Follow through on all Case Plan expectations
•
Follow recommended medical treatment
•
Access community services that offer coping skills to address the situation (e.g., parenting,
counseling, time management) if appropriate.
2 of 2
2006/04
Substantiation
• A note or letter from the client’s physician is required indicating the medical condition, treatment
recommendations, prognosis, and length of time the client will be unable to work or train.
NOTE:
The Issuing Authority requests the client’s doctor complete a Medical Release and Report if
clarification of the medical condition is needed or if the physician refuses to provide a note or
letter to the client
Authority
Issuing Authority
Exception: Issuing Authority Supervisory level approval is required to place clients in this client
sub-category for more than one month because of :
exceptional family circumstances
•
or
• leaving an abusive relationship
or
• involvement with a child welfare agency
Procedures
The Issuing Authority conducts an Employment Readiness Assessment and develops a Case Plan in
collaboration with the client. The Case Plan should contain activities appropriate to the client’s
circumstances and give the client a supported opportunity to move towards greater self sufficiency.
Both the Employment Readiness Assessment and Case Plan are placed on the client file. A copy of the
Case Plan is given to the client.
The Issuing Authority issues the Earnings Replacement Benefit as a supplement to Core Benefits.
SEE
Chapter 6.3 Earnings Replacement Allowance
Chapter 4: Client Categories
4.3.1 Not Expected to Work (NETW A)
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4.3.1 NETW A - Medical or Disability
Characteristics
Clients placed in this client sub-category:
• Suffer from persistent mental or physical health problems expected to last
more than six months that makes the individual not able to work.
or
• are receiving AISH but require an Income Support supplement.
Note:
Clients in this client category receive the Personal Needs Supplement.
SEE
Chapter 6.2 Personal Needs Supplement
Note:
Clients who have a severe handicap as defined by AISH Regulation, or have medical
documentation substantiating that they have medical problems consistent with the AISH
Regulation definition of “severe handicap”, are eligible for a Handicap Benefit as an Income
Exemption of $175.
SEE
Chapter 3.1.2 (B) 1 Compensation and Other Income that is Partially Exempt, Awards, Gifts and Prizes.
Expectations
Clients in this sub-category are not expected to enter training or seek employment unless their
circumstances change however a Case Plan should be developed with them. Case Plan activities must be
appropriate to the client’s circumstances and give them a supported opportunity to move towards
independence if at all possible.
Clients are expected to:
•
Follow recommended medical treatment
•
Maintain regular contact with Issuing Authority
•
Inform their Issuing Authority of changes in circumstances
•
Follow through on Case Plan expectations
Substantiation
• An HRE 2066 AISH Medical Examination, or an approved AISH application.
•
A note or letter from the client’s physician indicating the medical condition, treatment
recommendations, prognosis, and length of time the client will be unable to work or train.
NOTE:
The Issuing Authority requests the client’s doctor complete a Medical Release and
Report if clarification of the medical condition is needed or if the physician refuses to
provide a note or letter to the client
Authority
Issuing Authority
Chapter 4: Client Categories
4.3.2 Not Expected to Work (NETW B)
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4.3.2 NETW B - Multiple Barrier
Characteristics
Clients placed in this client sub-category:
• Have more than one factor in the Multiple Barrier Factors that are long term (more than six months)
and make it unlikely the individual will be able to secure and/or maintain competitive employment.
and
• Intervention for these barriers is unlikely to result in change.
or
• Are 55 years of age or older and reside in communities where employment is limited.
NOTE
Clients in this client category receive the Personal Needs Supplement.
SEE
Chapter 6.2 Personal Needs Supplement
Multiple Barrier Factors
While any one of the multiple barrier factors is not enough to place a client in the NETW sub-categories,
a combination of these factors may indicate a client is best suited for the NETW sub-categories.
The Factors And Criteria The Worker Considers:
1. Medical Impairment - A persistent mental or physical health problem may create a significant barrier
to employment on its own. A less serious condition may contribute to creating a barrier when
combined with other factors.
2. Lack of Formal Education - Grade 8 level or lower may create a barrier in combination with other
factors. Literacy potential, e.g. learning disabilities, Fetal Alcohol Syndrome (FAS), etc. should be
considered as well.
3. Life Skills - A client who has attended programs such as basic life skills with no significant
improvement or where a client's behavior is such that it is not acceptable in a work environment.
4. Work History - Has not managed to sustain steady employment for any number of reasons,
especially if remedial attempts have proven unsuccessful. A poor work history may be a greater
barrier than a lack of work history.
5. Age - 60 years and over (younger clients may have an age barrier as well, under certain circumstances
(example communities where employment is limited).
6. Other Social Factors - Any other relevant social factors such as family situation and/or extensive
criminal record. For example a parent with a disabled child who will require long term (more than six
months) care which prevents the parent from being able to work.
7. History of Unsuccessful Intervention - Several interventions have been tried, but client has not
progressed towards independence. No programs currently available appear to offer strategies that have
not been tried already.
Chapter 4: Client Categories
4.3.2 Not Expected to Work (NETW B)
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Expectations
Clients in this sub-category are not expected to enter training or seek employment unless their
circumstances change however a Case Plan should be developed with them. Case Plan activities must be
appropriate to the client’s circumstances and give them a supported opportunity to move towards
independence if at all possible.
Clients are expected to:
•
•
•
•
Follow recommended treatment
Maintain regular contact with Issuing Authority
Inform their Issuing Authority of changes in circumstances
Follow through on Case Plan expectations
Substantiation
An Employment Readiness Assessment to substantiate the barriers which make it appropriate for the
client to be placed in this client category.
Authority
Issuing Authority
Procedures
The Issuing Authority conducts an Employment Readiness Assessment and develops a Case Plan in
collaboration with the client. The Case Plan should contain activities appropriate to the client’s
circumstances and give the client a supported opportunity to move towards greater self sufficiency. The
Employment Readiness Assessment must be completed prior to any client being placed in this category.
Both the Employment Readiness Assessment and Case Plan are placed on the client file. A copy of the
Case Plan is given to the client.
Chapter 4: Client Categories
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4.4 Learner
A) Learner – Full-Time
Clients assigned to this sub-category are:
• In need of training to obtain and maintain sustainable employment as identified in their
Employment Readiness Assessment and Case Plan.
and
•
•
•
Accepted into an Alberta Human Resources and Employment (AHRE) approved training program
on a full-time basis, and have their tuition and books funded by AHRE.
Are not re-locating off-reserve to attend the approved training program.
Are not attending a program that is funded by the Post-Secondary Student Support Program
(PSSSP) such as University/College Entrance Preparation (UCEP).
NOTE:
Clients who are attending AHRE training on a part-time basis are not eligible for full-time Learner
benefit rates; they can be assessed for eligibility for N/ETW benefits.
SEE
Chapter 4.2.1 ETW A
Chapter 9.1.2 Opportunities for Training
Chapter 4.4 B Part-time Learners
Clients participating in Aboriginal Human Resource Development (AHRD) approved training
programs remain in the appropriate ETW or NETW client category. AHRD holders issue living
allowances at the rate established by their program.
SEE
Chapter 4.2. ETW
Chapter 4.3 NETW
Chapter 9.1.3 Aboriginal Human Resources Development Agreement (AHRDA) Holders Participation
Effective immediately, Learners who may be temporarily absent from on-reserve to attend a
provincial training program, but retain a permanent residence on-reserve, may be eligible for
continuing benefits. Such an arrangement should not result in an increase to learner benefits i.e.
shelter.
Characteristics
Income Support recipients may apply for education and training that will lead to gainful employment.
Types of education and training include:
•
•
•
•
Work Foundations
Basic Skills (including Literacy and
Numeracy, Life Skills, and Personal
Management, Adult Basic Education, and
English as a Second Language (ESL)
Academic Upgrading
Technical Entrance Prep
•
•
•
•
•
•
•
•
Training for Work
Workplace Training
Integrated Training
Occupational Training
Transitional Vocational Program (TVP)
Self Employment Training (SE)
Aboriginal Training to Employment
Program (ATEP)
First Nation Training to Employment
Program
Chapter 4: Client Categories
4.4 Learner
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NOTE:
The maximum number of months for which training benefits can be provided is 40 months, except
for ESL and TVP which are each limited to 12 months. See www.alis.gov.ab.ca or
www.gov.ab.ca/hre/ for more information about types of education and training.
Individuals who have been accepted into, or are taking, an education program that is funded by the
INAC Post-Secondary Student Support Program (PSSSP), continue to receive funding through the
Post Secondary Education Program (PSE). For example, students enrolled in UCEP are eligible to
receive funding through PSE, they are not eligible for income support as a Learner under the
INAC Regional Income Support Program.
Eligibility Criteria
Age
To be eligible as a Learner, a client must be:
•
•
•
•
18 years or older, or
16 or 17 yrs old and the spouse/cohabiting partner of an adult (18 years or older), or
16 or 17 years old and deemed to be ‘requiring special consideration’, or
16 or 17 year old single parent, residing with their parents, and attending a regular K-12 education
program on a full-time basis
SEE
Chapter 4.4.1 Youth
Out of School for One Year
To be eligible as a Learner, a client must be out of the regular K-12 school system for 12 consecutive
months prior to the training start date.
NOTE:
There are some exceptions for youth who require exceptional consideration.
SEE
Chapter 4.4.1 Youth
Benefits
Unless otherwise specified, Learners are eligible for the same benefits as other Income Support clients as
detailed in Chapter 5 – Core Benefits, Chapter 6 – Supplement to Core Benefits and Chapter 7 – Special
Need Allowances.
Chapter 4: Client Categories
4.4 Learner
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Learner Benefits
The issuance of Core Essential and Core Shelter benefits at the Learner rate depends on the start date of
training.
If the training start date is:
• Between the 1st and the 15th of the month, Learner rates for Core Essential and Core Shelter are
issued at the first of that month.
If the training start date is:
• The 16th of the month or later, Learner rates for Core Essential and Core Shelter are issued at the
beginning of the following month.
Core benefits are provided for the entire last month of training, regardless of the training end date.
SEE
Chapter 5.1.1 Core Essential
Payments During the Summer Months
Learners benefits are not issued during the summer months unless the Learner is continuing to attend an
AHRE approved education/training program. Learners are expected to seek employment during the
summer months, and may be eligible for benefits as ETW/NETW during the summer months if all
eligibility criteria are met.
Expectations
The Issuing Authority is expected to:
• Have a completed Case Plan that was developed with the client and outlines the training required.
Clients are expected to:
• Have collaborated with the Issuing Authority to establish the Case Plan
• Maintain regular contact with Issuing Authority
• Inform the Issuing Authority of changes in circumstances
• Maintain the same level of commitment and behaviour in their training program as an employer would
expect in a work situation
• Attend the program regularly
• Maintain satisfactory progress as outlined by the training provider and AHRE
• Provide certification of program completion at the end of training
• Inform program officials of the reason for any absences
• Comply with all program policies and practices for student conduct
Chapter 4: Client Categories
4.4 Learner
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Substantiation
A Notice of Assessment letter from AHRE indicating that the student is being funded for tuition and
books only as they are resident on-reserve, and identifying a start date for the training program, is placed
on the client file.
Clients who are participating in a Aboriginal Training to Employment Program (ATEP) or a First Nation
Training to Employment Program (FNTEP) do not require a NOA. However, they must provide the
Issuing Authority with documentation in the form of a letter from the Training Provider, or Alberta
Human Resources and Employment (Contract Service Coordinator), associated with the program/project
contract. This letter should identify the organization that has contracted with the province to deliver the
ATEP project, and indicate the individual is participating in the project on a full-time basis. The Issuing
Authority will place this letter on the client file.
Procedure
Income Support recipients are transferred to the Learner Client Category on the first day of training.
Income Support benefits are issued at the Learner rate.
SEE
Chapter 5.1 Core Essential
Chapter 5.2 Core Shelter
Issuing Authorities track Learners in AHRE approved training by noting the policy reference in the
“Comments” section of the Budget and Decision sheet, and reporting this information to INAC in the
“Comments” sections of the Band Accounting Sheet. A copy of the Notice of Acceptance is attached to
the Budget and Decision sheet for the first month the Learners benefit is issued.
B) Learners – Part-time
Clients who are attending AHRE training on a part-time basis are not eligible for Learner benefit rates.
These clients should be assessed for eligibility for ETW/NETW benefits.
Clients attending an AHRE approved training program on a part-time basis are:
•
In need of training to obtain and maintain sustainable employment as identified in their
Employment Readiness Assessment and Case Plan. Clients may be assessed as unable to
participate in full-time training, but able to benefit from part-time training.
•
Accepted into an Alberta Human Resources and Employment (AHRE) approved training program
on a part-time basis,
•
Have a Notice of Assessment (NOA) indicating they are in receipt of a Skills Investment Bursary
or an AHRE Part-time Bursary.
Are not re-locating off-reserve to attend the approved training program,
and
and
•
Chapter 4: Client Categories
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2008/01
4.4 Learner
•
Are not attending a program that is funded by the Post-Secondary Student Support Program
(PSSSP) such as University/College Entrance Preparation (UCEP)
Characteristics
Income Support recipients may apply for education and training that will lead to gainful employment.
Types of education and training include:
•
•
•
•
•
Work Foundations
Basic Skills (including Literacy and
Numeracy, Life Skills, and Personal
Management, Adult Basic Education, and
English as a Second Language (ESL)
Academic Upgrading
Technical Entrance Prep
General Employability Training
•
•
Training for Work
Occupational Training (tuition based only)
NOTE - AHRE funding is not available for parttime training for:
Integrated Training, Self-Employment Training,
Aboriginal Training to Employment, Transitional
Vocation Programs, and Workplace Training
Eligibility Criteria
To be eligible for part-time training benefits (ETW/NETW rate) for either the Skills Investment Bursary,
or the AHRE Part-time Bursary, clients must be:
Age
•
18 years or older
Out of School for 24 Months (2 Years)
•
Clients must be out of the regular K-12 school system for 24 consecutive months prior to the
training start date.
Benefits
ETW or NETW Clients attending AHRE approved training on a part-time basis are eligible for the same
benefits as other ETW or NETW Income Support clients as detailed in Chapter 5 – Core Benefits, Chapter
6 – Supplement to Core Benefits and Chapter 7 – Special Need Allowances.
Clients who are attending training on a part-time basis are not eligible for benefits that are specifically
identified as a Learner benefit (i.e. Policy 6.14: Learner Equalization Benefit).
Individuals who are receiving provincial funding to attend part-time training, but do not meet the
eligibility criteria for Income Support as ETW or NETW, may be eligible for an income support
supplement to cover child-care and travel costs ($0.12 km).
Expectations
The Issuing Authority is expected to:
• Have a completed Case Plan that was developed with the client and outlines the training required.
Clients are expected to:
Chapter 4: Client Categories
4.4 Learner
•
•
•
•
•
•
•
•
•
6 of 6
2008/01
Have collaborated with the Issuing Authority to establish the Case Plan
Maintain regular contact with Issuing Authority
Inform the Issuing Authority of changes in circumstances
Maintain the same level of commitment and behaviour in their training program as an employer would
expect in a work situation
Attend the program regularly
Maintain satisfactory progress as outlined by the training provider and AHRE
Provide certification of program completion at the end of training
Inform program officials of the reason for any absences
Comply with all program policies and practices for student conduct
Substantiation
• A Notice of Assessment letter (NOA) from AHRE indicating that the student is being funded on a
part-time basis and is in receipt of a Skills Investment Bursary or an AHRE Part-time Bursary
must be presented to the Issuing Authority and placed on the client file. The NOA should indicate
the client is not eligible for a living allowance or Income Support through AHRE as they are
resident on-reserve, and the NOA should identify a start date for the training program.
•
Issuing Authorities track part-time Learners in AHRE approved training by noting the policy
reference in the “Comments” section of the Budget and Decision sheet. A copy of the Notice of
Acceptance is attached to the Budget and Decision sheet for the first month the part-time Learners
benefit is issued.
Chapter 4: Client Categories
4.4.1 Learners - Youth
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2006/04
4.4.1 Policy
Effective April 1, 2005, this policy will replace INAC Social Development Regional policies 2.2.9 Youth, 2.2.10 - Youth Requiring Exceptional Consideration, and 2.2.11 - Youth Not Requiring
Exceptional Consideration. These policy changes extend income support benefits to eligible 16 and 17
year olds in full-time attendance in a K-12 education program, and it also outlines situations where the
one-year out of school criterion is waived for eligible 18-19 year olds attending a K-12 education
program.
4.4.2 Definitions
For the purposes of this policy, the following definitions apply:
a) “K-12 Education program” refers to the regular school system, including Outreach programs
b) “Attending full-time” refers to the definition of full-time attendance for the reference education
program
c) “Special consideration” refers to youth who are unable to live at home due to irreconcilable family
breakdown
4.4.3 16 and 17 Year Olds Attending School Full Time
There are only three situations in which 16 and 17 year olds, who are attending a K-12 education
program on a full-time basis, may be eligible for Income Support as Learners.
1) A 16 or 17 year old that cannot reside with his or her parents and requires “special
consideration”. This refers to a situation where First Nation Child and Family Services (FNCFS)
has:
a. assessed the family situation, and
b. has deemed that the youth is not “in need of intervention”, but
c. due to an irreconcilable family breakdown, is required to live independently.
FNCFS assesses the student as having sufficient ability to live independently and continue to
attend school if provided with income support.
In this situation:
a. income support may be provided to the youth as a Learner with their own Learner
application and file
b. there is no requirement for the 16 and 17 year old to be out of school for one year
c. they must be attending a K-12 education program on a full-time basis
2) Is the co-habiting partner of an adult. This refers to a situation in which a 16 or 17 year old is
living with a partner who is 18 years of age or older. 16 or 17 year olds who are a spouse or a
cohabiting partner are considered to be an adult when determining eligibility for Income Support
benefits. The 16 and 17 year old may be eligible for Income Support as a Learner with their own
Learner application and file.
In this situation:
a. there is no requirement for the 16 and 17 year old to be out of school for one year
b. they must be attending a K-12 education program on a full-time basis
c. the household unit will be assessed for income and assets to determine eligibility
Chapter 4: Client Categories
4.4.1 Learners - Youth
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2006/04
3) Is a single parent and resides with his or her parents. A 16 or 17 year old single parent (with
their child) is encouraged to reside within the family unit in order to continue to receive emotional
and social support. The 16 and 17 year old parent may receive income support to continue to
attend the regular K-12 school system.
In this situation:
a. the youth must be the legal guardian of their child(ren)
b. there is no requirement for the 16-17 year old to be out of school for one year
c. they must be attending a K-12 education program on a full-time basis
d. there is no income/asset assessment done on the family unit unless the family is in receipt
of income support or Learners benefit
If the 16 -17 year parent is a member of a household in receipt of income support as NETW,
ETW, or Learner, the youth, as well as their child(ren) will continue to be considered as
dependants of the household unit. The household unit will receive the High School Incentive
Benefit.
SEE
Chapter 6.15 High School Incentive Benefit
Chapter 4.5.6 Eligibility Matrix – Youth 16 & 17 Year Olds
Single youth and single parents who are under 15 years of age are not eligible for income support
and should be referred to FNCFS, or may be assessed for eligibility for COPH.
Substantiation required for 16 and 17 year olds requiring “special consideration”
For 16 and 17 year olds requiring “special consideration”, the youth’s situation must be assessed by
FNCFS who will provide the Issuing Authority with a letter outlining the following:
The letter will be on FNCFS letterhead, dated and will include the following minimal elements of
information:
ƒ Basic data relevant to the youth (name, address, phone number, SIN, Treaty
number date of birth) and parents (number of family members, address, phone
number, financial position).
ƒ An outline of the youth and family’s situation
ƒ An indication the worker has spoken to the parents, or made every reasonable effort
to do so.
ƒ An outline or summary of the interview(s) with the youth.
ƒ An assessment of the situation, outlining why the youth cannot live with their
parent(s).
ƒ A determination that the youth’s circumstances do not indicate that the youth is in
need of intervention as per the Child and Youth Enhancement Act.
ƒ A statement to the effect that it appears the youth has the capacity to live
independently yet requires financial support to pursue or continue their education.
ƒ An indication that the youth has been provided with information regarding agencies
that can provide additional support, in the event the FNCFS believes the youth may
benefit from other non-intervention support services
Chapter 4: Client Categories
4.4.1 Learners - Youth
ƒ
ƒ
ƒ
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2006/04
A Child Intervention Worker and a Supervisor must sign the letter
The letter must be placed on the youth’s income support file
Ongoing progress reports from the school
4.4.4 18 and 19 Year Old Youth Attending School Full Time
There are only three situations in which the one-year out of school criterion is waived for 18 and 19 year
old youth who are attending a K-12 education program on a full-time basis.
1) 18 and 19 year olds who cannot reside with their parents and therefore require special
consideration. If the youth is living independently and continuing or returning to a K-12
education program on a full-time basis in the regular school system, they may be eligible for
income support as a Learner with their own Learner application and file. They are not required to
be out of school for one year.
2) 18 and 19 year old single parents. The youth is the parent and legal guardian of the child(ren),
and resides with the child(ren), but does not reside with that child’s other parent. If returning to,
or continuing in, a K-12 education program on a full-time basis in the regular school system, they
may be eligible for income support as an independent Learner. They are not required to be out of
the school system for a year.
If the 18 and 19 year old parent is a member of a household in receipt of income support as an
ETW or NETW or as a Learner, the youth and their child(ren), will continue to be considered as
dependants of the household unit. The household unit will receive the High School Incentive
benefit.
SEE
Chapter 6.15 High School Incentive Benefit
In any situation, the single parent 18 and 19 years of age is eligible for Learners benefits as an
independent until they turn 20 years of age.
3) Any youth who was funded previously as a 17 year old and turns 18 and is continuing in an
education program in a full-time basis in the regular school system may be eligible for income
support benefits. They are not required to be out of the K-12 education program for one year.
If the 18 and 19 year old single parent is a member of a household in receipt of income support as
an ETW or NETW or as a Learner, the youth and their child(ren), will continue to be considered
as dependents of the household unit. If the youth is a single parent, the household unit may be
eligible for the High School Incentive benefit.
SEE
Chapter 6.15 High School Incentive Benefit
Chapter 4.4.7 Eligibility Matrix – Youth 18-19 Years Old
Chapter 4: Client Categories
4.4.1 Learners - Youth
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2006/04
Substantiation required for 18 and 19 year olds requiring special consideration
For 18 and 19 year olds requiring “special consideration”, the following documentation substantiating
their need to live independently is required:
1) A letter from the youth outlining their situation and providing rationale for why they are unable to
live at home,
and
2) A letter from a professional (social worker, medical doctor, psychologist) outlining the youth’s
situation with rationale as to why they cannot live at home,
and
3) A letter from the parent or a school guidance counselor outlining the youth’s need to live
independently,
and
4) Ongoing progress reports from the school to demonstrate continued eligibility
If the 18 and 19 Year Old Dependent Leaves School
If the 18 - 19 year old leaves school, they are no longer eligible to remain as a dependent on the Income
Support file. They are deleted from the file at the beginning of the month following the student leaving
school. 18 and 19 year olds who leave school should access other resources such as employment to meet
their needs. If they have no other resources to support themselves, they may apply for Income Support.
They must meet program eligibility criteria and expectations.
Periods of Non-Attendance
18 and 19 year old students should be actively seeking employment during school breaks.
Benefits
• 18 and 19 year olds are counted as dependents when determining the amount of Core Shelter and
Core Essential for the household unit (case file).
• A National Child Benefit Supplement Replacement benefit is issued as the household will not
receive NCBS from CRA
• Household units with 18 and 19 year old single parents as dependant on the parental file may be
eligible for the High School Incentive benefit
SEE
Chapter 5.1.2 B Variations to Core Essential, 18 and 18 Year Old Dependents
Chapter 6.15 High School Incentive benefit
Chapter 4.4.7 Eligibility Matrix – Youth 18-19 Years Old
•
Supplementary benefits if required based on the eligibility criteria.
Substantiation for 18-19 year old dependants
Applicants verbally confirm their 18–19 year dependent is attending the regular high school system, this
is supported by the:
•
Application Form
•
Signed Declaration of the 18 and 19 Year Old Dependent that they are aware they are being
claimed as a dependent on their parents file.
and
Chapter 4: Client Categories
4.4.1 Learners - Youth
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2006/04
4.4.5 19 Turning 20 Years Old
If a 20 year old is still living at home and attending regular school and was listed as a dependant on a
parent’s Income Support Application, then one month following the dependant’s birthday they will be
removed from the household file as a dependant. The adult who claimed this dependant will receive a
letter advising that the dependant will be removed from the file one month after 20th birthday, and that
the budget will be reduced by the amount previously received for that dependant.
IF the youth is currently being funded as a youth learner on their own file because they have been
grandfathered in from the former program OR they meet the criteria for special consideration, and IF the
youth is 19 and turns 20 during the academic year, they can continue to receive funding on their own file
as a youth learner for the remainder of the academic year, or until they obtain their Grade 12 diploma.
They have to be attending the regular K-12 education system without interruption.
This policy does not apply to youth attending or intending to attend academic upgrading in the postsecondary system, nor does it apply to occupational skills training. The policy does not apply to Alberta
Works programs where the one year out of school criterion is mandatory. 18 and 19 year old youth who
do not meet the criteria outlined in this policy, but meet the criteria for Alberta Works programming as
Adult Learners should be referred to Alberta Human Resources and Employment for assessment as Adult
Learners.
SEE
Chapter 2.1 General Eligibility Rules
Chapter 4.4 Learner
Chapter 4: Client Categories
6 of 7
2006/04
4.4.1 Learners - Youth
4.4.6 Eligibility Matrix 16-17 yr olds
Benefit
Attending
school
Parents on Income
Support
Not single parent youth
Not
attending
school
Living
at
Home
Single parent youth
Attending
school
Parents NOT on
Income Support
Not
attending
school
Single parent youth
Not single parent youth
Not single parent youth
Single parent youth
Not eligible for income support
Not single parent youth
Not eligible for income support
Single parent youth
Attending
school
Not
Living
at
Home
Not single parent youth
Not
attending
school
NOT requiring
special
consideration
Attending
school
Youth and child(ren) included
as dependants on household
file
Youth included as dependant
on household file
Youth and child(ren) eligible as
independent Learner, no
income support benefits issued
for youth and child during July
& August. One year-out-of
school requirement waived.
Not eligible for income support
Single parent youth
Requiring special
consideration
Youth and child(ren) are
included as dependants on
household file. Household
receives High School Incentive
(6.15) *
Youth included as dependant
on household file
Youth and child(ren) eligible as
independent Learner, no
income support benefits issued
for youth and child during July
& August. One year-out-of
school requirement waived.
Youth eligible as independent
Learner, no income support
benefits issued for youth during
July & August. One year-out-of
school requirement waived.
Not single parent youth
Not eligible for income support,
refer to FNCFS
Not eligible for Income Support
Single parent youth
Not single parent youth
Not eligible for income support
Not eligible for income support
Single parent youth
Single parent youth
Not eligible for income support
Not
attending
Not single parent youth
Not eligible for income support
school
*Note – High School Incentive (6.15) is issued during the summer months if the single parent youth is planning to attend
regular K-12 in the fall.
Chapter 4: Client Categories
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2006/04
4.4.1 Learners - Youth
4.4.7 Eligibility Matrix 18-19 yr olds
Benefit
Attending school
Parents on
Income
Support
Living
at
Home
Not single
parent youth
Not attending
school
Attending school
Parents NOT
on Income
Support
Not attending
school
Attending school
Not attending
school
NOT
requiring
special
considerat
ion
Single parent
youth
Not single
parent youth
Attending
school
Not attending
school
May be eligible for income support as an adult
(ETW/NETW). One year out of school requirement
waived for eligibility as a Learner.
May be eligible for income support as an adult
(ETW/NETW). One year out of school required for
eligibility as an adult Learner, otherwise youth included
as dependant on parents file if returning to high school.
Single parent
youth
Youth and child eligible as independent Learner, may
be eligible for ETW/NETW July & August. One yearout-of school requirement waived.
Not single
parent youth
Not eligible as youth is in regular school
Single parent
youth
Not single
parent youth
Single parent
youth
Not single
parent youth
Requiring
special
consideration
Not
Living
at
Home
Single parent
youth
Youth and child(ren) included as dependants on
household file and High School Incentive (6.15)* and
NCBS benefit issued, benefits issued over summer
months, OR
youth and child on independent Learner file, not eligible
for NCBS benefit, may be eligible for ETW/NETW
benefits during summer months. One year out of
school requirement waived.
Youth included as dependant on household file and
NCBS benefit issued. No High School Incentive as not
single parent youth
Youth and child may be eligible for income support on
own file (ETW/NETW)
May be eligible for income support as an adult
(ETW/NETW). One year out of school required for
eligibility as a Learner
Youth and child eligible as independent Learner, may
be eligible for ETW/NETW July & August. One yearout-of school requirement waived.
Youth eligible as an independent Learner, may be
eligible for ETW/NETW during summer. One year out
of school requirement waived.
Single parent
youth
Not single
parent youth
May be eligible for income support on own file
(ETW/NETW)
Single parent
youth
Eligible for income support as Learner, 1 yr out of
school requirement waived, may be eligible for
ETW/NETW over summer
Not single
parent youth
Not eligible as youth is in regular school
Single parent
youth
Not single
parent youth
May be eligible for income support on own file
(ETW/NETW)
May be eligible for income support on own file
(ETW/NETW). One year out of school requirement
waived if applying as an adult Learner
May be eligible for income support as an adult
(ETW/NETW). One year out of school required for
eligibility as a Learner
*Note – High School Incentive (6.15) is issued during the summer months if the single parent youth is planning to attend
regular K-12 in the fall.
Chapter 4: Client Categories
4.5.1 Employment Readiness Assessment
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2006/04
Chapter 4: Client Categories
4.5.1 Employment Readiness Assessment
2 of 2
2006/04
Chapter 4: Client Categories
4.5.2 Case Plan
1 of 2
2006/04
Chapter 4: Client Categories
4.5.2 Case Plan
2 of 2
2006/04
Chapter 5: Core Benefits
5.1 Core Essential
1 of 5
Revised 2007/06
5.1.1 Table A Core Essential
The Core Essential rates in Table A vary based on household composition, and ages of children.
Table A Core Essential is provided regardless of the shelter situation. The rates in Table A reflect
the increases to the Provincial rates effective May 1, 2006.
Core Essential is issued in accordance with Table A contained in this section.
Table A Core Essential covers the following items:
•
•
•
•
•
•
•
Food
Clothing, including diapers
Household needs; including furniture, appliances and household supplies
Personal needs
Installation and use of a telephone
Laundry
Basic transportation, school transportation, vehicle registration, vehicle insurance, fuel,
repairs and maintenance
• Residential move within Alberta
Additional benefits may not be issued for an item covered by Core Essential, unless specific
provision is made elsewhere in this manual.
NOTE
Learner Benefits
The issuance of Core Essential and Core Shelter benefits at the Learner rate depends on the
start date of training.
If the training start date is:
• Between the 1rst and the 15th of the month, Learner rates for Core Essential and Core
Shelter are issued at the first of that month.
If the training start date is:
• The 16th of the month or later, Learner rates for Core Essential and Core Shelter are issued
at the beginning of the following month.
Core benefits are provided for the entire last month of training, regardless of the training end date.
Rate
Table A – This section
Authority
Issuing Authority
Chapter 5: Core Benefits
2 of 5
Revised 2007/06
5.1 Core Essential
5.1.2 Table A: CORE ESSENTIAL - ETW & NETW
ETW & NETW Households Without Dependent Children
ETW
NETW
Adult
Couple
$234
$436
$319
$563
ETW & NETW A= NETW rate
ETW & NETW B = ETW rate
N/A
$436
$563
N/A
ETW & NETW Households With Dependent Children
NUMBER
OF
CHILDR
EN
7
ETW & NETW Households With Dependent Children
NUMBER OF
CHILDREN
AGES OF
CHILDREN
ONE ADULT
TWO ADULTS
(Household designation)
(Household designation)
0-11
YRS
12-19
YRS
ETW
NETW
ETW
NETW
1
1
0
0
1
$304
$337
$394
$427
$473
$506
$596
$629
2
2
1
0
0
1
2
$345
$378
$411
$449
$482
$515
$526
$559
$592
$658
$691
$724
3
3
2
1
0
0
1
2
3
$404
$437
$470
$503
$516
$549
$582
$615
$580
$613
$646
$679
$721
$754
$787
$820
4
3
2
1
0
0
1
2
3
4
$457
$490
$523
$556
$589
$579
$612
$645
$678
$711
$633
$666
$699
$732
$765
$783
$816
$849
$882
$915
5
4
3
2
1
0
0
1
2
3
4
5
$511
$544
$577
$610
$643
$676
$642
$675
$708
$741
$774
$807
$687
$720
$753
$786
$819
$852
$846
$879
$912
$945
$978
$1011
6
5
4
3
2
1
0
0
1
2
3
4
5
6
$567
$600
$633
$666
$699
$732
$765
$707
$740
$773
$806
$839
$872
$905
$743
$776
$809
$842
$875
$908
$941
$911
$944
$977
$1010
$1043
$1076
$1109
4
5
6
•
Rates reflect July 1, 2007 rate increase.
8
9
10
AGES OF
CHILDREN
ONE ADULT
TWO ADULTS
(Household designation)
(Household designation)
0-11 YRS
12-19
YRS
ETW
NETW
ETW
NETW
7
6
5
4
3
2
0
1
2
3
4
5
$623
$656
$689
$722
$755
$788
$763
$796
$829
$862
$895
$928
$799
$832
$865
$898
$931
$964
$967
$1000
$1033
$1066
1
6
$821
$961
$997
$1165
0
7
$854
$994
$1030
$1198
8
7
6
5
4
3
2
1
0
0
1
2
3
4
5
6
7
8
$679
$712
$745
$778
$811
$844
$877
$910
$943
$819
$852
$885
$918
$951
$984
$855
$888
$921
$954
$987
$1020
$1053
$1086
$1119
$1023
$1056
$1089
$1122
$1155
$1188
$1221
$1254
$1287
9
8
7
6
5
4
3
2
1
0
0
1
2
3
4
5
6
7
8
9
$735
$768
$801
$834
$867
$900
$933
$966
$999
$875
$908
$941
$974
$911
$944
$977
$1010
$1043
$1076
$1109
$1142
$1175
$1208
$1079
$1112
$1145
$1178
$1211
$1244
$1277
$1310
$1343
$1376
10
9
8
7
6
5
4
3
2
1
0
0
1
2
3
4
5
6
7
8
9
10
$967
$1000
$1033
$1066
$1099
$1132
$1165
$1198
$1231
$1264
$1297
$1135
$1168
$1201
$1234
$1267
$1300
$1333
$1366
$1399
$1432
$1465
$1032
$791
$824
$857
$890
$923
$956
$989
$1022
$1055
$1088
$1121
$1017
$1050
$1083
$1007
$1040
$1073
$1106
$1139
$1172
$913
$946
$979
$1012
$1045
$1078
$1111
$1144
$1177
$1210
$1243
$1099
$1132
Chapter 5: Core Benefits
5.1 Core Essential
Learner Households Without Dependent Children
Single Adult Learner
$431
Learner Couple
$536
ETW & Learner = Learner rate
$536
NETW & Learner = Learner rate
$618*
Learner Households With Dependent Children
NUMBER OF
CHILDREN (0-19 yrs)
1
2
3
4
5
6
7
8
9
10
ONE ADULT
TWO ADULTS
(Household designation)
(Household designation)
Learner
Learner
$710
$799
$895
$961
$1086
$1140
$1278
$1307
$1468
$1475
$1528
$1535
$1584
$1591
$1640
$1647
$1696
$1703
$1752
$1759
* Includes $82 per month Learner Equalization Benefit, see Chapter 6.14
3 of 5
Revised 2007/06
Chapter 5: Core Benefits
5.1 Core Essential
4 of 5
Revised 2007/06
5.1.2 Variations to Table A Core Essential
(A) Rate Adjustment
Where an applicant or recipient is not eligible for Core Essential for a full month, they receive a
pro-rated portion based on 1/30th of the monthly rate times the number of days remaining to
month end, rounded up to the next higher dollar.
Clients who apply for assistance, but the Issuing Authority is unable to see them immediately, may
have their Table A Core Essential backdated to the day of initial contact (within that month) if it
can be substantiated that the client was in need.
Food only rates are as follows:
• $143 for an adult in a one adult household unit (case file)
• $137 for each adult in a two adult household unit (case file)
• $83 for each dependent child in the household unit (case file)
Where the core essential payment is for food only, the food amount may be provided, either for
the full month or for a portion of the month depending on the date of the application.
(B) 18 and 19 Year old Dependents
NCBS is not issued to 18 and 19 year old dependents. An NCBS replacement must be added to
the Core Essential where a household unit (case file) has dependents age 18 and 19 who are
attending the regular school system. Household units may also be eligible for the High School
Incentive Benefit if there is an 18-19 year old dependant on the case file, who is attending a
regular K-12 education program and who is also a single parent.
SEE
Chapter 4.4.5 Youth
Chapter 6.15 High School Incentive Benefit
Rate
$157 per month per 18 or 19 year old dependent
(C) One-Time Issues
Where the applicant is not in need of on going Income Support the Issuing Authority may issue
Core Essential on a one time basis to an applicant who is in need and requires time to access
personal resources.
Examples are arranging a pay advance, converting an asset into cash, and terminating
assignment of per capita distribution from payment to a bank loan.
This benefit is intended to be one time only to a maximum of one month. Any exception requires
prior approval by INAC Regional Office.
SEE
Chapter 2.4.1 One-Time Issues
(D) Foster Children, Adopted Children, or Child out of Parental Home (COPH)
Adopted children who are receiving payments under the Post-Adoption Support Regulation, foster
children, and children receiving benefits under the COPH Program are not included as part of the
household unit (case file) to determine Core Essential.
Chapter 5: Core Benefits
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Revised 2007/06
5.1 Core Essential
(E) Joint/Shared Custody
If a client has joint/shared custody of a child(ren), the core essential is only paid to the client for
the actual days the child(ren) is in the home.
Substantiation
Verbal or written statement by the client(s)
(F) Comforts Allowance
Clients residing in active treatment hospitals, or shelters due to escaping family violence, do not
require Table A Core Essential. These clients have most of their needs met by the facility so they
receive the Comforts Allowance.
Rate
$56 per month per adult
(G) Clients in Residential Alcohol and Drug Treatment Centres
Should Income Support recipients attending a treatment centre require personal allowances,
eligibility is assessed by the Issuing Authority in the recipient’s permanent community.
Individuals in treatment facilities have their food provided by the treatment program therefore a
food allowance is not required for that individual. The household unit (case file) is issued the Core
Essential minus that individual’s food allowance.
Example:
Core Essential for a family of 4, 2 adults 2 children under 10
Minus the food allowance for one adult
Core Essential To be Issued
$526
$143
$383
(to purchase items covered by core essential except food)
NOTE
Clients in Alcohol and Drug Treatment Centres. The per diem for clients in alcohol
treatment are the responsibility of NNADAP and / or AADAC.
SEE
Chapter 5.2.6 Persons Not Eligible for Shelter Allowance
Authority For All Variations to Table A Core Essential
Issuing Authority
Chapter 5: Core Benefits
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2006/04
5.2 Core Shelter
5.2.1 Table B Core Shelter
Table B contains the maximum rates for accommodation for persons living independently as
renters or homeowners. These rates include all shelter related costs such as rent, payments on
mortgages or agreements for sale, fuel and utilities, taxes, fire insurance, maintenance fees, and
user fees for water delivery, garbage and sewage collection.
Where fuel and utility costs fluctuate, monthly costs may exceed the core shelter provided that the
total shelter benefits issued during the previous twelve months do not exceed the total core shelter
eligibility for the same period.
Single Adult
ETW
No children
$168
1 child
2 children
3 children
4 children
5 children
6 children
Each
additional
child add
$428
$503
$524
$546
$566
$586
$20
5.2.1 Table B Core Shelter
NETW
Learner
Couples
No
$303
$323
children
$482
$546
1 child
$556
$566
2 children
$578
$586
3 children
$599
$606
4 children
$619
$626
5 children
$639
$646
6 children
Each
$20
$20
additional
child add
ETW
NETW
Learner
$336
$436
$369
$503
$524
$546
$566
$586
$606
$556
$578
$599
$619
$639
$659
$575
$595
$605
$625
$645
$665
$20
$20
$20
Note:
Core shelter allowances may be paid only in circumstances where self supporting
persons pay for shelter costs.
Example:
If the First Nation pays for electricity costs for non income support clients, the Income
Support program will not issue funds for electricity costs.
5.2.2 Rent Allowances
Rental payments may be made only for:
ƒ Canada Mortgage and Housing Corporation (CMHC) housing units under Section 95
of the National Housing Act (NHA),
ƒ repayment of CMHC, RRAP (Residential Rehabilitation Assistance Program),
ƒ NHA program loans
In the event that Income Support recipients are living in a house for which the band is
receiving an operating subsidy from CMHC, the Income Support Program is authorized to
include rental payments in their monthly entitlements.
Rent allowances may be provided under the following conditions:
• The applicant meets all conditions of Income Support eligibility;
and
Chapter 5: Core Benefits
5.2 Core Shelter
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2006/04
• Persons who are self-supporting pay the same rate for comparable accommodation;
and
• The applicant’s housing unit was constructed under the CMHC NHA Section 95 housing
program and there is an outstanding mortgage.
Income Support recipients pay the rent set by CMHC or the maximum benefit allowed
under Core Shelter Table B in this section of this manual, whichever is less. Since the core
shelter includes all shelter costs, CMHC rent payments may change from month to month
as other shelter costs like power increase or decrease.
Procedures
CMHC Section 95 Housing Units
The client file, if CMHC Section 95 rental benefits are authorized, must include a rent
report from the band housing authority indicating the rent for the applicant’s home and
what services, such as power, heating and services are included in the rent. The band
housing authority shall also provide a copy of the CMHC verification of rent.
5.2.3 Living with Family
Effective October 1, 2005 this policy was changed to include ETW singles and ETW couples
without children.
Living with Family benefit may be provided for any household unit (case file) living with an adult,
who is not included in the household unit (case file), but who is the parent, step-parent, adoptive
parent, grandparent, child or grandchild of one of the adults in the household unit (case file).
Rate
$100 per household unit (case file)
NOTE
In situations were actual shelter costs cannot be met by this benefit the client may be
eligible for Shared Accommodation.
SEE
Chapter 6.4 Additional Shelter
5.2.4 Shared Accommodation
The accommodation is considered shared, when due to limited housing, clients must reside
with another client who is also in receipt of Income Support.
Actual shelter costs may be provided to a maximum of the full Core Shelter as outlined in
Table B for each household unit (case file).
SEE
Chapter 6.4 Additional Shelter
5.2.5 Joint/Shared Custody
If a client has joint/shared custody of a child(ren) (approximately equal time with each parent), the
child is included in the household unit (case file) to determine the core shelter benefit rate.
If both parents are income support recipients, the core shelter is paid to both parents only if a
Court Order for joint/shared custody exists, otherwise only one parent would be entitled to the
Chapter 5: Core Benefits
5.2 Core Shelter
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child’s portion of the core shelter or the child’s portion may be divided equally between the
parents.
5.2.6 Persons Not Eligible for Shelter Allowances
Residents Nursing Homes Auxiliary Hospitals or other of long-term continuing care facilities
are required by Alberta Health to pay an accommodation charge toward their room and board.
These individuals are responsible to pay for this cost from personal resources, which would
include Old Age Security/Guaranteed Income Supplement, or AISH. Income Support should not
be necessary.
Clients in Residential Alcohol and Drug Treatment Centres. The per diem for clients in
alcohol treatment is the responsibility of NNADAP and / or AADAC.
SEE
Chapter 5.1 (G) Core Essential for Clients in Residential Alcohol and Drug Treatment Centres
5.2.7 Minor Home Maintenance
Items considered minor home maintenance may include the following:
• painting
• minor plumbing and electrical repairs
• window replacement
• servicing of furnaces
• pumps for water and sewer systems
• roof repairs
• door hardware replacement
• interior wall repairs and related services
Eligibility
• The minor home maintenance provision is not available for CMHC housing units under
Section 95 of the NHA.
• The allowance would only be issued to Income Support recipients who are the primary
residents of the home. Ownership for the purpose of determining eligibility for the allowance
may be defined as the sole right of possession of a dwelling as determined by band council
and/or delegated authority.
• Benefits may be prorated and applied for any period for the previous 12 months for which the
recipient was in receipt of Income Support.
• Benefits may not be advanced
Rate
$19 per household unit (case file) to the maximum Core shelter in Table B.
Authority
Issuing Authority
Chapter 6: Supplements to Core Benefits
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2007/06
6.1 National Child Benefit Supplement
6.1.1 National Child Benefit Supplement (NCBS)
The National Child Benefit (NCB) is a national program designed to address child poverty
and promote attachment to the workforce. It came into effect July 20, 1998.
The following table is provided as a guide to assist in determining whether or not the client is
receiving the maximum NCBS, if they do not have their Canada Child Tax Benefit (CCTB)
Notice of Assessment.
TABLE B
Monthly NCBS only entitlement – effective August 1, 2007
1
2
3
4
5
6
7
8
Each
child children children children children children children children additional
child
Maximum $166 $313
NCBS
$452
$591
$731
$870
$1027
$1184
$157
*For each child under 7, a supplement of $19.00 is added, if no child care expenses were
claimed on the previous year’s income tax. Benefit year runs from July to July of each year.
In implementing the NCB initiative, income support is reduced on the assumption that
families are receiving the full NCBS on behalf of their children. When aware that existing
clients are taking a loss in their total income as a direct result of the implementation of this
initiative, the issuing authority may make adjustments to balance the NCB federal increase
and income support decrease.
6.1.2 Policy
Families who are not receiving the maximum NCBS from Canada Revenue Agency (CRA)
may request and be entitled to an income support NCBS Replacement Benefit if:
•
they are not receiving the maximum NCBS and they are eligible to receive it (e.g.,
birth of a baby)
•
they are not receiving the maximum NCBS and they are not eligible to receive the
maximum (e.g., excess income in the previous year).
or
EXAMPLE:
A mom with two children receives regular CCTB with a standard NCBS of
$313.
In September there is an additional family member (newborn). The standard
NCBS rate for 3 children is $452. Client applies for the CCTB; however, she
was informed by CRA that it will take approximately three months for the
application to be processed.
A temporary replacement benefit is requested, the issuing Authority issues the
temporary replacement benefit in accordance to the rates identified in “Table
B” Maximum National Child Benefit Supplement. ($157 for each additional
child)
The client pays back the NCBS Replacement Benefit issued once the new
benefit amount has been received from CRA. In circumstances where the
Chapter 6: Supplements to Core Benefits
6.1 National Child Benefit Supplement
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2006/04
In circumstances where the benefit is issued on a repayment basis the full amount of the NCBS
Replacement Benefit is recovered in one payment when the client receives the NCBS increase from
CRA; however if the single payment will make them ineligible for Income support, the NCBS
Replacement Benefits can be recovered in two payments.
When the NCBS Replacement Benefit is issued on a recovery basis the client must sign the
agreement form at the end of this section prior to the benefit being issued.
Substantiation from CRA that the application or change has been received is required in order to
issue the NCBS Replacement Benefit beyond 3 months. CRA issues an adjustment notification
letter to the client within the 3 month period, detailing the adjustment or reasons for denial.
Families who fail to notify CRA of their circumstances (e.g., Income Tax Return not filed, new
dependent not added) are eligible for a replacement benefit only if;
• the client has taken corrective action with CRA;
and
• the client has agreed to sign a repayment contract;
and
• hardship will occur without the replacement benefit.
(1) Clients Not Receiving Full NCBS
If the client is not receiving the maximum NCBS, a replacement benefit may be issued:
• on a non-continuous repayment basis if the client has submitted new information to CRA
and is awaiting a decision;
or
• on a continuous non-repayment basis until July of the following year, if the client’s
NCBS is not at the maximum NCBS and they are not entitled to receive any more from
CRA;
or
• for one month if the client has an overpayment with CRA.
(2) Awaiting Possible CCTB Adjustment
A replacement benefit may be issued on a non-continuous repayment basis if an Income support
recipient or applicant is not receiving the maximum NCBS because:
• the client has had a change of circumstances and not notified CRA,
or
• the client has notified CRA and has not yet received a confirmation of an adjusted
CCTB;
and
• the Issuing Authority has been verbally assured that the client has taken appropriate
action to update their information with CRA,
and
• the client indicates hardship,
and
• the client agrees to sign a repayment agreement
This replacement benefit may be issued for a maximum of 3 months pending a decision by CRA.
Chapter 6: Supplements to Core Benefits
6.1 National Child Benefit Supplement
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(3) No Replacement Benefit Is Issued If:
•
the client moved from out of province or has not processed a change of address with
CRA (address changes may be phoned in; direct deposit changes may be faxed or
mailed);
or
• the client has a missing or misdirected CCTB cheque;
or
• the child is not with the SA client full time; or
or
• the client refuses to file a T1SD/Income Tax form
6.1.3 CCTB Notice
In July of each year, families will receive a CCTB Notice detailing:
• their CCTB and NCBS entitlement for the year;
•
birth date of the children claimed on their past income tax return; and
•
criteria used to adjust their benefit
This statement is also sent to families when adjustments or retroactive payments are made.
Prior to issuing any replacement benefits, the Issuing Authority compares file information with one
of the following substantiation documents which must be on file:
• a copy of the client’s most recent CCTB notice which substantiates the benefit;
or
• phone confirmation by calling 1-800-387-1193 for verification
Clients who are not receiving the maximum NCBS due to incomplete information must be referred
to CRA first to update their information. Some of the reasons may be:
• HH (Head of Household) or Partner has not filed an Income tax return.
•
Changes in family size (addition of a child).
Family breakup (and the CCTB entitlement was calculated on the basis of the higher income when
the partners were together. Clients must be separated for 90 days before CRA will accept the change
notice application).
Change in guardianship.
Chapter 6: Supplements to Core Benefits
6.1 National Child Benefit Supplement
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NATIONAL CHILD BENEFIT SUPPLEMENT AGREEMENT
I________________________ understand the full amount of $__________ issued on
________________, 20___ as a National Child Benefit Supplement Replacement Benefit will be
fully recovered upon receipt of the National Child Benefit Supplement.
______________________
Client Signature
____________
Date
______________________
Witness Signature
____________
Date
as per Budget and Decision Number ___________________.
#7.4
Chapter 6: Supplements to Core Benefits
6.2 Personal Needs Supplement
1 of 1
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Policy
An adult applicant or recipient who is assigned to any NETW client sub-category receives a Personal
Needs Supplement of $78 per month for each adult in the NETW category. This benefit is issued to
adults in any NETW client sub-category regardless of the client category of the spouse or if the
individual is able to supplement their benefits through employment.
SEE
Chapter 4. 3 Clients Not Expected to Work
•
This benefit is not issued to clients residing in active treatment hospitals
Rate
$78 per month for each adult who is in the NETW client sub-category.
Example
Household composition: ETW and NETW, issue $78 = $78/month for the NETW client only.
Household composition: NETW and NETW, issue $78 x 2 = $156/month for the household.
Learners
The Personal Needs Benefit may be issued to Learners if:
ƒ there are no children in the household,
ƒ the Learner was eligible for Income Support in the NETW category
and
ƒ the spouse/cohabiting partner is assessed and eligible as NETW
Rate
$156 per month for a Learner household unit that meets the eligibility criteria for this benefit.
Note
There is only one Learner household composition eligible for the Personal Needs Benefit.
Household composition: Learner meets criteria for NETW and spouse/cohabiting partner is assessed as
NETW and no dependants on the case file, issue $78x2 = $156 per month for the
household
Authority
Issuing Authority
Chapter 6: Supplements to Core Benefits
6.3 Earnings Replacement Allowance
1 of 1
2007/06
Policy
This benefit provides a supplement to benefit rates for Expected to Work (ETW) household units
(case files) who, due to short-term health or family care responsibilities, are unable to supplement
their income support benefits with employment earnings.
An earnings replacement benefit is issued if all ETW adults in the household unit (case file) are ETW
C.
SEE
Chapter 4.2 C ETW C Unable to Work/Train: Health Problems/Family Care Responsibilities (six
months or less, or 12 months for care for children under the age of 12 months)
NOTE:
Household units (case files) where one adult is ETW C and one adult is NETW receive the
Earnings Replacement Benefit and the Personal Needs Supplement.
SEE
Chapter 6.2 Personal Needs Supplement
Chapter 4.3.1 NETW Medical or Disability
Chapter 4.3.2 NETW Multiple Barrier
Rate
$86 per month per household (case file).
Authority
Issuing Authority
Chapter 6: Supplements to Core Benefits
6.4 Additional Shelter
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Policy
If shelter costs exceed the shelter ceiling, the recipient may be issued an additional shelter allowance
above the ceiling under the following circumstances:
1. A physician, psychologist or psychiatrist provides a written opinion that the health and safety
of the client would be endangered by a move, or;
2. A disabled person is living in an accommodation specially adapted for his/her circumstances
and the special shelter allowance for the disabled is insufficient;
3. No suitable accommodation is available for a family of 6 or more within the existing shelter
ceilings.
This benefit is limited to a period not exceeding twelve months.
Rate
Up to $300 per month, to meet actual cost.
Substantiation
•
•
•
Utility Bills
Verification of CMHC Section 95
Written opinion from physician or psychiatrist
o The client asks the physician or psychiatrist to provide an opinion as to when the
condition would improve so that he or she can move to less expensive
accommodation.
Authority
The Authority to exceed the shelter ceilings is delegated to the Director of First Nation Income
Support Programs.
Procedures
•
•
•
An appropriate notation should be made on the Budget and Decision Form.
Medical and other supporting documentation should be placed on file.
Clients who have been receiving additional shelter must be given one month’s notice before the
allowance is stopped, to allow them to make other shelter arrangements.
Chapter 6 Supplements to Core Benefits
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2006/04
6.5 Special Diets
Policy
Individuals who require a special diet for health reasons are provided an allowance to cover the
difference between the food rate and the cost of the special diet.
Rates for Special Diets that are not in the table below require approval from INAC regional office.
Rates
SPECIAL DIETS
Low Sodium
High Calcium
Low Cholesterol
High Protein
High Fibre
Lactose Free
Low Fat
Low/High Potassium
Diabetic
High Calorie (over 2,500 calories)
Heart Healthy special diet
HIV / AIDS
Hepatitis C
Milk Free
Celiac / Gluten Free
Pregnancy
Breastfeeding (twelve months)
Renal Failure / Insufficiency
MONTHLY RATE
(Per Individual)
$20
$40
$36
$40
$36
$50
$80
$25
$30
$120
Note:
The Renal Failure / Insufficiency diet is sufficient to meet the needs of individuals who suffer
from renal failure / insufficiency as well as diabetes or hypertension.
If the doctor does not mention renal failure / insufficiency specifically but uses the following:
• Kidney failure
• End stage kidney disease
• The client is on the wait list for a kidney transplant
The special diet for renal failure / insufficiency should be issued.
Infant Formula
When infants require non prescription formula which at the most reasonable cost is more expensive
than the food rates for children, the difference between the food rate and the cost of the formula is
provided. The file is reviewed periodically to confirm continuing need.
NOTE
The food rate for dependent children is $83 per child
Example:
Formula Cost
Child Food Rate
Formula Cost Issued
$120 per month
$83
$37
Chapter 6 Supplements to Core Benefits
6.5 Special Diets
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2006/04
Substantiation
Clients substantiate the need for a special diet by providing a letter from a physician, registered
dietician, Public Health Nurse, or Nurse in Charge which indicates:
• The type of diet required
and
• The medical condition
and
• The length of time the condition requiring the diet is expected to last,
and
In the case of infant formula, verification of the cost.
In the case of breast feeding, the mother must provide a written or verbal statement indicating the
length of time she is intending to breast feed. Breast feeding allowance can only be issued for 12
months after the child’s date of birth.
Procedures
Substantiating documents are placed on file.
(1) Established Special Diet Rates
• The Issuing Authority issues the rate from the table.
•
If the individual requires more than one diet the rate for both diets is issued, except in the
following circumstances:
o Heart Healthy Special Diet cannot be issued if the client is receiving Low Cholesterol,
Low Fat, Low Sodium or Diabetic Special Diet allowance.
o Low or High Potassium Special Diet cannot be issued if client is receiving Renal
Failure/Insufficiency Special Diet allowance.
o Low Fat Special Diet cannot be issued if client is receiving Low Cholesterol Special
Diet allowance.
•
The file is reviewed periodically to confirm continuing need. How often the file is reviewed
depends on the medical condition and documentation provided.
(2) Special Diet Rates That Have Not Been Established
•
The Issuing Authority makes a request for a new rate by sending the following information to
the Regional Social Development Program Officer:
o Type of diet
o Medical condition
o Substantiation submitted (e.g. letter from physician, dietician, public health nurse or nurse
in charge)
o Proof of costs
o Issuing Authority comments
Chapter 6 Supplements to Core Benefits
6.5 Special Diets
NOTE
If the client requires additional funds immediately to meet their special dietary
requirements, the Issuing Authority may issue $20 until a rate is established.
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Chapter 6: Supplements to Core Benefits
6.6 Isolated Community Allowance
1 of 1
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Policy
Recipients and their dependents who reside in a permanent community that does not have all-weather
road access are eligible to receive an Isolated Community Allowance.
The client and the dependents must be residing in the community in order to receive this benefit. If a
person has temporarily moved to another community, that person is no longer eligible to receive this
benefit.
The only communities in Alberta where clients are eligible for this are Fort Chipewyan, Garden
River, and Fox Lake.
Rate
$40 per month per person residing in the isolated community
Authority
•
Issuing Authority
Chapter 6: Supplement to Core Benefits
6.7 Employment Maintenance Allowance
1 of 1
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Policy
Recipients who have children and are self employed or working full or part time receive the
Employment Maintenance Allowance to assist with costs related to working.
This benefit is not issued to One-Time-Issues
SEE
Chapter 2.4.1 One-Time-Issues
Guiding Principles
• The Income Support Program supports efforts clients make towards independence in the
belief that people are better off working than not working.
• Issuing Authorities recognize parents face greater costs associated with working than persons
with no dependent children.
Rate
$120 per calendar year (Jan – Dec) for each working parent
Substantiation
pay stubs
self-employment income and expenses statement
Learners
Employment Maintenance Allowance may be issued to a Learner household if:
ƒ employment income for the Learner and/or spouse/cohabiting partner is shown on the Income
Support Application
ƒ there are one or more dependent children in the household
ƒ the Learner is in training at the time the benefit is issued
ƒ the benefit has not previously been received for the same period while the Learner was in an
ETW/NETW client category.
Rate
$120 per calendar year (Jan – Dec) for each working parent, prorated over the period of study.
Substantiation
Notice of Assessment from AHRE that the client has been accepted into an education or training
program where tuition and books are funded by the province.
Procedures
This benefit is issued automatically when the person first declares income from employment or selfemployment, or provides substantiation they are enrolled in a training program (submits to Issuing
Authority pay stubs or self employment income and expenses statement, or Notice of Assessment),
and then each year on the anniversary as long as they are employed or in training.
Authority
Issuing Authority
Chapter 6: Supplements to Core Benefits
6.8 Utilities
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Policy
An allowance to obtain water, power and heat service may be provided. Costs associated with
telephone connection, reconnection, deposit or arrears are not paid for.
Ongoing utility charges are paid for as part of the Core Shelter allowance.
Utility arrears may be provided per Emergency Allowance policy, and may include amounts for
utility reconnection and deposit associated with the specific arrear.
SEE
Chapter 7.5.2 (F) Unpaid Utility Bills
6.8.1 Utility Connection
An allowance is issued if connection charges are required to secure water, power and heat services.
Condition
The first connection issued for each utility is not recovered but subsequent payments for reconnection
are subject to recovery. The client must agree to repay subsequent issues.
SEE
Chapter 8.5 Recoveries
6.8.2 Utility Reconnection
An allowance is issued for utility reconnection when the utility has been disconnected due to late
payment or arrears.
Condition
All reconnections for utilities are subject to recovery. The client must agree to repay the benefit.
SEE
Chapter 8.5 Recoveries
6.8.3 Utility Deposits
An allowance is issued if a deposit is required to secure water, power and heat services. Each type of
utility (water, heat, power) is tracked and issued separately.
Condition
The first connection issued for each utility is not recovered but subsequent payments for reconnection
are subject to recovery. The client must agree to repay subsequent issues.
NOTE
-
Refunded utility deposits are not treated as income
A forfeited utility deposit is not recovered.
Rate
Actual cost
Chapter 6: Supplements to Core Benefits
6.8 Utilities
Authority
Issuing Authority
Substantiation
Utility Bill or Statement
Procedures
Issuing Authority must record details on the file and B &D, substantiating documents are placed on file.
SEE
Chapter 8.5 Recoveries
2 of 2
2006/04
Chapter 6: Supplements to Core Benefits
6.9 Damage Deposit
1 of 1
2006/04
Policy
A damage deposit may be issued if the applicant or recipient must relocate off reserve, and they have
been assessed by Alberta Human Resources and Employment (AHRE) as being eligible for Income
Support however they were denied a required damage deposit by AHRE.
Rate
Actual cost of the damage deposit to the maximum Core Shelter rate for that family size.
Authority
Issuing Authority
Substantiation
Confirmation from AHRE that they are eligible for Income Support; however, will not receive a
damage deposit.
The amount of the damage deposit may be substantiated by
• Rent Report
or
• Lease agreement
or
• Letter from landlord, caretaker, owner, management company
Procedures
Issuing Authority records the client circumstances on file and on the B & D.
Recovery of Damage Deposit
Damage deposits are not subject to recovery except:
•
•
•
•
The damage deposit was not used for the purpose intended
The client decided not to move into the accommodation
The client returns to the reserve within 12 months of relocating without satisfactory
justification
The damage deposit was obtained fraudulently
Refunded Damage Deposit
A refunded damage deposit is not treated as income so it can be used for future damage deposits.
The difference between the amount of the refunded damage deposit and the cost of the new damage
deposit may be issued up to the maximum core shelter benefit if required.
Chapter 6: Supplements to Core Benefits
6.10 Funerals / Burials / Cremation
1 of 4
2006/04
6.10.1 Policy
A. Eligibility
Assistance may be provided through the Income Support program to meet the cost of burial if a
person was in receipt of Income Support at the time of death or was without resources. The Issuing
Authority may accept responsibility for burial costs and may issue an authorization for funeral
expenses.
Where funeral expenses are being requested, the following procedures shall be used:
a) If the deceased person was in receipt of Income Support at the time of death, or had been the
dependent of a person on assistance, eligibility is established for payment of burial costs.
b) If the deceased person was not on Income Support at the time of death, the next-of-kin should
provide the information necessary to determine eligibility for burial expenses.
c) If the deceased person was the head of a household, the deceased is to be shown as the "applicant"
for purposes of determining eligibility. The next-of-kin would sign.
d) If the deceased person was a dependent, the head of the household in which the deceased lived
shall be the "applicant" for purposes of determining eligibility.
e) When submitting the Budget and Decision form for reimbursement, a copy of the invoice from
the funeral home should be attached, outlining a detailed breakdown of costs and a copy of the
Death Certificate.
B. Wakes
No provision is made for wakes.
C. Contributions of Friends or Relatives
Friends and relatives may add to the amount provided by the Issuing Authority by ordering a higher
priced funeral.
C. Autopsy Costs
In cases where the Medical Examiner (Coroner) orders an autopsy, all transportation costs are
payable by the Alberta Department of the Attorney General.
D. Recovery from Estates
The first charge against the estate of any person is the cost of the burial of the deceased. Information
on all expenses paid from public funds for a burial must therefore be forwarded to the Regional
Estates Officer for inclusion as a liability against estate assets.
6.10.2 Rates of Payment for Burial Services
Alberta Human Resources and Employment (AHRE) has an Agreement with the Alberta Funeral
Services Association (AFSA) and the Independent Funeral Director’s Association of Alberta
(IFDAA) for funeral services of indigent persons (at Income Support program expense) and children
in care (at Child and Family Services expense).
Issuing Authorities must pay for burial services in accordance with the fee schedule established
in the agreement between AHRE and the AFSA and IFDAA.
A copy of the agreement is available from the INAC Social Program Officer.
Chapter 6: Supplements to Core Benefits
6.10 Funerals / Burials / Cremation
2 of 4
2006/04
NOTE
Members of AFSA and IFDAA are not compelled to provide services under the agreement,
but any funeral service business which agrees to provide services is bound by the Agreement's
terms and conditions.
The funeral agreement and an up-to-date list of Alberta Funeral Service Association (AFSA)
and Independent Funeral Director’s Association of Alberta (IFDAA) members, and
independents is available from the INAC Social Program Officer.
Other Funeral Service Businesses
Some funeral service businesses do not belong to AFSA or IFDAA. Non-members may provide the
services if they signed the Alberta Human Resources and Employment (AHRE) contract indicating
they are able to follow all of the Department’s terms and conditions.
NOTE
Issuing Authorities are required to follow terms and rates as outlined in the Agreement
between AHRE and the AFSA for all funeral services provided under Income Support
6.10.3 Basic Services Provided
A. The funeral services for which Income Support pays are identified in the Agreement between the
AHRE and the AFSA and IFDAA, and includes:
•
•
•
•
•
Services of funeral home and staff, including their response to the initial request for service;
consulting with family; completion of forms and consents; record keeping and bookkeeping; and
one Funeral Director Statement of Death.
Professional services of the funeral director and staff; provision of grave equipment including
grass and a lowering device, if required and a ceremony conducted at the gravesite or
crematorium, if requested.
Automotive equipment by the most direct route, up to 100 km: for a round trip to take the
deceased to the funeral home; and a funeral coach, for a round trip from the funeral home to the
cemetery or crematorium.
Embalming the body, cosmetology (hair styling, dressing the deceased), sanitary care and
handling of the deceased.
Includes Form 4 completion, where applicable.
B. In addition to the basic service, the following costs may be allowed:
•
•
•
•
“Additional essential transportation” of the deceased which exceeds 100 km round trip travel at
the rate specified in the contract.
Examples of “additional essential transportation”:
o A body is transported within Alberta to a distant community for burial
o A body is transported out of province for burial
o A rural funeral home has to transport the deceased to a major centre for cremation
For transporting the body to another center for interment (within Canada), the actual amount of
the most economical means of transportation subject to prior approval by the Director of the First
Nation Income Support Program or the Director of Child and Family Services (for children in
care).
For funeral homes outside of Edmonton and Calgary, actual freight cost on a casket
Chapter 6: Supplements to Core Benefits
6.10 Funerals / Burials / Cremation
•
3 of 4
2006/04
Where a metal liner or hermetically sealed casket is required to comply with Health Regulations,
the actual cost including freight will be paid.
C. Casket
Income Support will pay for either an Imperial #2 or Batesville #10 up to the contract price. When an
oversize casket (Imperial #2 or Batesville #10) is required, reimbursement will be at the actual cost.
D. Cremation Services
• Where a body is cremated, Income Support will pay the actual cremation fee including Form 4,
Certificate for Shipment/Cremation/ Dissection.
•
This fee covers cremation costs, a container or casket to cremate the body, and a container (not an
urn) for the ashes.
•
If requested by the family, Income Support will pay up to the contract price for scattering or
burial of the cremated ashes.
E. Transporting a Body Within Alberta
If the estate administrator wants the deceased buried in a location other than the community where
the person died, Income Support pays $.50 per km from July 1, 2004 to May 31, 2006, for distances
beyond the first 100 km, to transport the body to a place of burial within Alberta. This policy is
intended to be used in special compassionate situations.
F. Transporting a Body Outside Alberta Within Canada
The funeral service business must have prior approval from the Issuing Authority, and must use the
most economical means of transportation and most direct route. If the body is to be transported over
100 km, the Director of the First Nation Income Support Program must sign the Application/ Invoice
for Funeral Expenses and enter comments on the file that prior approval is given to transport the
body.
G. Restrictions
Income Support does not pay for the following:
•
•
•
•
•
•
Obituary notices
Honoraria for clergy
Burial shrouds
Grave markers
Transporting family or friends to services
Transporting the deceased, family or friends to a wake
•
Burial outside the First Nation Community. This is the responsibility of the receiving province or
territory or family and/or friends of the deceased. Basic funeral costs required to prepare a body
for transportation and “additional essential transportation” are covered by IS, if required prior to
the body being transported.
•
Returning a body to the reserve in Alberta for burial. For indigent persons, basic funeral costs to
prepare a body for transportation and transportation to the identified receiving community are
paid by the province or territory in which the death occurred or by family and/or friends of the
deceased. Prior approval must be obtained from the receiving authority before sending the body.
Chapter 6: Supplements to Core Benefits
6.10 Funerals / Burials / Cremation
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2006/04
Income Support will pay remaining burial expenses after the body arrives as outlined in section
6.10.3.
•
Topping up, upgrades or enhancements to basic services. Non-responsible survivors may
enhance the funeral services. Funeral directors must show the amount paid and specify what was
upgraded, and who is responsible for payment in their invoice.
•
Funds from the estate must first be applied to the basic funeral costs if Income Support is paying
any part of the funeral costs.
Chapter 6 Supplement To Core Benefits
6.11 Payment to Complete Medical Release and Report
1 of 2
2006/04
Policy
Issuing Authorities may require the completion of a Medical Release and Report to clarify an
individual’s medical condition in order to determine their ability to work and client category.
The Medical Release and Report may also be required in situations where the doctor refuses to
provide a note or letter to the client or the doctor charges for the completion of the note or letter.
Rate
$20.00 to be paid directly to the doctor upon receipt of a satisfactorily completed Medical Release
and Report Form.
If an examination is required by the Doctor in order to complete the Medical Release and Report the
Issuing Authority may pay the Alberta Medical Association (AMA) negotiated fee for the
examination in addition to the amount for completion of the Medical Release and Report.
The AMA Fee schedule follows.
Authority
Issuing Authority
AMA October 1, 2005 Medical Fee Schedule:
ANES
ANPA
CARD
CLIM
CMSP
CRSG
CTSG
DERM
DIRD
E/M
FTER
GAST
GNSG
GP
HEM
HEPA
IDIS
$50.00
$65.49
$88.10
$73.25
$60.69
$40.03
$40.03
$32.09
$54.74
$69.80
$50.07
$60.58
$42.13
$60.69
$73.25
$65.49
$68.44
IMCE
INMD
MDBI
MDGN
MDMI
MDON
NCMD
NEPH
NEUR
NPM
NUPA
NUSG
OBGY
OCMD
OPHT
ORTH
OTOL
$73.25
$73.25
$65.49
$77.57
$65.49
$73.25
$54.74
$145.70
$78.73
$77.57
$65.49
$45.23
$53.78
$60.69
$69.22
$52.23
$44.76
OVAC
PATH
PDGE
PDSG
PED
PEDC
PEDN
PHMD
PLAS
PSYC
RHEU
ROSP
RSMD
THOR
UROL
VSSG
Note: This may be used for an annual medical examination.
This list does not include all specialities
$69.22
$65.49
$60.58
$42.13
$77.57
$88.10
$77.57
$77.00
$41.58
$144.06
$63.52
$60.69
$72.21
$40.03
$49.33
$39.06
Chapter 6 Supplement To Core Benefits
6.11 Payment to Complete Medical Release and Report
Definitions:
Anaesthetist
ANES
Anatomical Pathology
ANPA
Cardiology
CARD
Chiropractor
CHIR
Clinical Immunology
CLIM
Community Medicine
CMSP
Cardiovascular and Thoracic
CTSG
General Practice Dentistry
DENT
Dermatology
DERM
Diagnostic Radiology
DIRD
Dental Mechanic
DTUR
Endocrinology/Metabolism
E/M
Emergency Medicine Certification
EMCE
Emergency Medicine
EMSP
Endodontics
ENDO
Gastroenterology
GAT
Geriatric Medicine
GEMD
Generalists Rates for Mental Health
GNMH
Specialist Rates for Mental Health
SPMH
General Surgery
GNSG
General Practice
GP
Haematology
HEM
Haematological Pathology
HEPA
Infectious Diseases
IDIS
Internal Medicine
INMD
Medical Biochemistry
MDBI
Medical Genetics
MDGN
Medical Microbiology
MDMI
Medical Oncology
MDON
Nuclear Medicine
NCMD
Note: This list does not include all specialities
NEPH
NEUR
NUPA
NUSG
OBGY
OPHT
OPTC
OPTO
ORPA
ORSG
ORTD
ORTM
OTOL
PATH
PDSG
PED
PEDO
PERI
PHMD
PHYS
PLAS
POD
PROS
PSYC
PULF
RHEU
RDSP
THOR
UROL
VASC
2 of 2
2006/04
Nephology
Neurology
Neuropathology
Neurosurgery
Obstetrics & Gynaecology
Ophthalmology
Optician
Optometry
Oral Pathology
Oral Surgery
Orthodontics
Orthopaedic
Otolaryngology
General Pathology
Paediatric General Surgery
Paediatrics
Pedodontics
Periodontics
Physical Med. & Rehab
Physical Therapy
Plastic Surgery
Podiatry
Prosthodontics
Psychiatry
Pulmonary Function
Pheumatology
Radiation Oncology
Thoracic Surgery
Urology
Vascular Surgery
Indian and Northern Affairs Canada / Affaires indiennes et du Nord Canada
6.12 - Medical Release and Report
Protected (when completed) to be handled by authorized personnel only
Last Name
Client Details
First Name
Band Name
Family Number
Birth Date
Department or Band Administrative Authority
Health problem as reported by client:
Authority to Release Information (to be completed by client)
I, ___________________________________ of ___________________________
Name
First Nation Community
In the Province of Alberta give permission to any Physician who has medical information about me
to release it to the First Nation Income Support Program in
___________________________________ when requested. Information about my
First Nation Community
health and a medical opinion is provided so that my ability to participate in employment, preemployment, training, and rehabilitative measures can be determined.
Client Signature
Date
Message to the Physician
1. The person named above authorizes the disclosure of medical information to the First Nation
Income Support Program in _______________________________. It will be used in connection
with the administration of Income Support Benefits and may be provided to the client.
2. The Physician may be contacted to provide additional medical information.
3. The information in this report will assist in determining the client’s availability for employment,
pre-employment, or rehabilitation measures.
4. There is a basic fee for the completion of this report. If it is necessary to examine the client
especially for this report the Physician may also charge the equivalent to Alberta Medical
Association (AMA) negotiated fee for the examination.
5. Payment will be made to the Physician upon receipt of the Physician’s original invoice and
satisfactorily completed report. The invoice and report can be mailed to the address below:
Phone Number:
Issuing Authority Name:
Date Medical Report Requested:
Fax:
Address:
Canada
Indian and Northern Affairs Canada / Affaires indiennes et du Nord Canada
6.12 - Medical Release and Report
Medical Assessment (to be completed by Physician). Additional sheets may be attached if required.
Primary Health Problem (specify)
__ severe __moderate __ mild
Date of Onset_________
Secondary Health Problem (specify)
Additional Health Problem(s) (specify)
__ severe __moderate __ mild
With Treatment will the condition(s)
Is substance abuse a factor in
the patient’s health problem?
____ yes
____no
____worsen
____ improve
Date of Onset_________
__ severe __moderate __ mild
____ remain the same
____ unpredictable
Date of Onset_________
If yes, describe the problem and type
of treatment(s).
Prognosis
How often is this patient required to access medical services per
month? (e.g. appointments, physiotherapy, testing, counselling)
Number of times per month: Number of months:
Duration of Medical Condition
__ permanent __ temporary (duration) __________
__ uncertain __ episodic
What type of treatment is being recommended?
Is the patient following the recommended treatment? ___yes ___no
If the patient is in the hospital expected release date is ____________________
Abilities
The Patient is able to undertake:
Physically demanding work (lifting up to 45.5. kg, carrying up to 23 kg etc)
Medium work (lifting up to 23 kg, carrying up to 9 kg etc)
Sedentary / Light work (lifting up to 4.5-9 kg, carrying up to 4.5 kg)
__full time
__full time
__full time
__part time
__part time
__part time
__not at all
__not at all
__not at all
Limitations
Identify possible limitations to employment, pre-employment, training, and rehabilitation measure caused by the medical
condition or treatment:
Vision __severe __ mild __none
Hearing __severe __ mild __none
Memory __severe __ mild __none
Comprehension __severe __ mild __none
Speech __severe __ mild __none
Walking __severe __ mild __none
Standing __severe __ mild __none
Bending __severe __ mild __none
Using Stairs __severe __ mild
__none
Sitting __severe __ mild __none
Other (specify)
Special Diet (specify)
Summary
Medically fit for employment now
__ yes __no
If no, date medically fit for
employment ____________
Medically able to attend training or
rehabilitative program __yes __no
Certification of Examining Physician
I, ___________________________________ am a Physician specializing in ___________________
Print Name
GP or Speciality
Have examined the patient and this report contains my findings and considered opinion at this time.
I have been the Patients Physician for: ___ six month or less or ___ over six months.
_____________________________________
Physician’s Signature
____________________________.
Date
Address:
Canada
Chapter 6: Supplements to Core Benefits
6.13 Travel for Learners
1 of 1
2006/04
Policy
Issuing Authority may pay travel costs for a full-time Learner to travel to an approved training
program if:
ƒ They cannot be reasonably expected to use public transportation,
or
ƒ There is no public transportation, and
o The Learner resides in a different community from the place of training, and it is more
economical to commute than relocate, or
o The spouse/cohabiting partner requires a vehicle as a condition of employment, or
o The benefit is essential to coordinate the transportation of children to child care
facilities
Rate
Private vehicle, $0.12 per kilometer
Substantiation
Written documentation such as:
ƒ
ƒ
Statement from Learner indicating total mileage per day
Letter from employer confirming vehicle requirement
Authority
Issuing Authority
Chapter 6: Supplements to Core Benefits
6.14 Learner Equalization Benefit
1 of 1
2006/04
Policy
Issuing Authority may provide the Learner Equalization Benefit to the Learner household if:
ƒ
and
ƒ
and
ƒ
there are no children in the household,
the Learner is assessed and eligible as ETW,
the spouse/cohabiting partner is assessed and eligible as NETW
Rate
$30 per month per household
Example
Household composition: Learner meets criteria for ETW and spouse/cohabiting partner is assessed as
NETW and no dependants on the case file, issue $30 = $30 per month for the
household.
NOTE
This benefit is already calculated and included in rates in Table A, Chapter 5.1.2.
Authority
Issuing Authority
Chapter 6: Supplement to Core Benefits
6.15 High School Incentive Benefit
1 of 6
2006/04
POLICY
The High School Incentive is a benefit to assist low-income families financially with the cost of a
new baby in the family and to encourage the 16-19 year old youth who may have been at risk of
leaving school early to complete their education and remain with their family for emotional and social
support.
The intent of the benefit is to bring the Core Essential monthly benefits issued to the family up to the
level they would receive if the parent of the 16-19 year old had their own Income Support file and a
separate Learner file were opened for the youth and their child(ren).
If the 18-19 year old parent chooses to be treated as an independent while living at home, they are
eligible to have a Learner file opened and receive Learner benefits for themselves and their child.
The 18-19 year old is removed from the grandparent’s ETW/NETW file and no High School
Incentive is issued. As well, households where the 18-19 year old parent chooses to have their own
Learner file are not issued the NCBS Replacement Benefit.
NOTE
Learner benefits are only issued during the actual months the Learner is attending an
education/training program. Learners may be eligible for ETW/NETW benefits during the
summer months if they are unable to find employment.
SEE
Chapter 5.1.2 (B) Variations to Table A Core Essential - 18 and 19 Year Old Dependants
Chapter 4.4 - Learner
ELIGIBILITY
To be eligible for this benefit:
ƒ
ƒ
ƒ
The 16-19 year old parent must be attending the regular school system (K-12) full-time or
planning to attend full-time after a scheduled school break,
The youth and their child(ren) must both be dependants on the Income Support file, and
The 16-19 year old must be the legal guardian of the child
NOTE:
Families where the grandparent is the legal guardian of the grandchild and families where the
teen-age parent is under 16 are not eligible for this benefit.
PAYMENTS DURING THE SUMMER MONTHS
Eligible families continue to receive this benefit for the months of July and August if the 16-19 year
old parent plans to attend the regular school system after the school break. If the youth does not
attend school in September, no overpayment is calculated for July and August. An overpayment is
only calculated for those academic months the benefit was issued and the youth did not attend school.
Chapter 6: Supplement to Core Benefits
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2006/04
6.15 High School Incentive Benefit
AMOUNT OF THE HIGH SCHOOL INCENTIVE BENEFIT
The following chart identifies the rates for this benefit based on the difference between the total Core
Essential benefits issued where the youth and their child(ren) were dependants on the Income Support
ETW/NETW file and what the family would have received if a separate Learner file were opened for
the 16-19 year old parent and their child(ren).
The rate listed in the table is the actual amount of the High School Incentive benefit that is added to
the monthly Core Essential budget for the household unit. There is no change to the manner in which
Core Shelter benefits are issued.
High School Incentive Benefit where the youth dependant has ONE child
Number of
children
(including
16-19 year
old youth
parent)
2
3
4
5
6
7
8
9
10
ETW
NETW
Single Parent
Couple
$606
$617
$605
$610
$607
$605
$605
$605
$605
$627
$610
$610
$610
$607
$605
$605
$605
$605
Single Parent
$626
$617
$605
$610
$607
$605
$605
$605
$605
Learner
Couple
$647
$610
$610
$610
$607
$605
$605
$605
$605
Single Parent
$320
$394
$387
$388
$514
$638
$638
$638
$638
Couple
$356
$427
$422
$433
$535
$638
$638
$638
$638
High School Incentive Benefit where the youth dependant has TWO children
Number of
children
(including
16-19 year
old youth
parent)
3
4
5
6
7
8
9
10
11
ETW
NETW
Single Parent
Couple
$722
$739
$726
$729
$726
$724
$724
$724
$724
$748
$732
$731
$729
$726
$724
$724
$724
$724
Single Parent
$742
$739
$726
$729
$726
$724
$724
$724
$724
Learner
Couple
$768
$732
$731
$729
$726
$724
$724
$724
$724
Single Parent
$314
$387
$382
$507
$633
$757
$757
$757
$757
Couple
$362
$602
$597
$608
$710
$813
$813
$813
$813
Chapter 6: Supplement to Core Benefits
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2006/04
6.15 High School Incentive Benefit
If the 16-19 year old dependant youth has more than 2 children, or if there is more than one 16-19
year old single parent dependant on the household file, the Issuing Authority will be required to
calculate the High School Incentive Benefit manually as follows:
A. Determine the Core Essential benefit the 16-19 year old parent would be eligible for as an
independent Learner living with family using Learner rates (see 5.1.2 Table A Core Essential
and 5.2.3 Living with Family)
B. Determine the Core Essential ETW/NETW benefit the Household (grandparent) would
receive if the 16-19 year old parent and their child(ren) were not included as dependants on
the household file.
C. Determine the Core Essential ETW/NETW benefit the Household (grandparent) would
receive if the 16-19 year old single parent and their child(ren) were included as dependants
on the household file.
D. Calculate the High School Incentive by adding A and B together and subtracting C from the
sum.
E. Add the High School Incentive benefit to the Core Essential benefit calculated in C.
EXAMPLES
The following examples have been provided for further clarification and reference when manually
calculating the High School Incentive benefit.
1) Family Composition - ETW single parent with 16 year old dependant and their child on the
household file
A. Learner benefit for youth and child who are living with a relative = $750 ($650 single parent
Learner with one child + $100 Living with Family)
B. Core Essential ETW for single adult = $234
C. Core Essential for ETW single parent with two dependants (one over the age of 12) = $378
D. High School Incentive = $750 (A) + $234 (B) = $984 - $378 (C) = $606
E. Core Essential = $378 (C) + $606 (D) = $984
A. Single adult youth and
child (rate = Learner ($650)
+ living with relative($100)
B. Core Essential - ETW
Single Adult
Household Total
$750
$234
$984
C. Core Essential - ETW single
parent with two children (youth &
child)
D. High School Incentive
$378
E. Core Essential Household
total
$984
$606
Chapter 6: Supplement to Core Benefits
4 of 6
2006/04
6.15 High School Incentive Benefit
2) Family Composition - ETW single parent with 16 year old dependant and their child on the
household file, Household unit living with a relative
A. Learner benefit for youth and child who are living with a relative = $750 ($650 single parent
Learner with one child + $100 Living with Family)
B. Core Essential ETW for single adult = $234
C. Core Essential for ETW single parent with two dependants (one over the age of 12), living
with a relative = $378 + $100 = $478
D. High School Incentive = $750 (A) + $234 (B) = $984 - $478 (C) = $506
E. Core Essential = $478 (C) + $506 (D) = $984
A. Single adult youth and
child (rate = Learner ($650)
+ living with relative($100)
B. Core Essential - ETW
Single Adult
Living with Family Benefit
Household Total
$750
$234
$100
$1084
C. Core Essential - ETW single
parent with two children (youth &
their child)
Living with Relative
$378
D. High School Incentive
E. Core Essential Household
total
$606
$1084
$100
3) Family Composition - ETW couple with four children on the household file (three siblings ages
10, 13 and 17, and the child of the 17 year old)
A. Learner benefit for youth and child who are living with a relative = $750 ($650 single parent
Learner with one child + $100 Living with Family)
B. Core Essential ETW for couple with 2 children ages 10 and 13 = $559
C. Core Essential for ETW couple with four dependants (aged 10, 13, 17, and an infant) = $699
D. High School Incentive = $750 (A) + $559 (B) = $1309- $699 (C) = $610
E. Core Essential = $699 (C) + $610 (D) = $1309
A. Single adult youth and
children (rate = Learner
($650) + living with
relative($100)
B. Core Essential - ETW
Couple with 2 children age
10 and 13
Household Total
$750
C. Core Essential - ETW couple
with 4 children (youth and their
child), and children age 10 and 13)
$699
$559
D. High School Incentive
$610
$1309
E. Core Essential Household
total
$1309
Chapter 6: Supplement to Core Benefits
5 of 6
2006/04
6.15 High School Incentive Benefit
4) Family Composition - ETW single parent with 5 children on the household file (three siblings
ages 10, 13, and 17, and the 2 children of the 17 year old)
A. Learner benefit for youth and 2 children who are living with a relative = $925 ($825 single
parent Learner with one child + $100 Living with Family)
B. Core Essential ETW single parent with 2 children ages 10 and 13 = $378
C. Core Essential for ETW single parent with five dependants (aged 10, 13, 17, and 2 children
under the age of 3 years) = $577
D. High School Incentive = $925(A) + $378 (B) = $1303- $577 (C) = $726 (D)
E. Core Essential = $577 (C) + $726 (D) = $1309
A. Single adult youth and
child (rate = Learner ($825)
+ living with relative($100)
$925
B. Core Essential - ETW
single parent with 2 children
age 10 and 13
Household Total
$378
$1303
C. Core Essential - ETW single
parent with 5 children (ages 10,
13, 17, and 2 children under the
age of 3 years)
D. High School Incentive
$577
E. Core Essential Household
total
$1303
$726
5) Family Composition – Learner couple with 4 children on the household file (three siblings
ages 10, 13, and 17, and 1 child of the 17 year old)
A. Learner benefit for youth and 1children who are living with a relative = $750 ($650 single
parent Learner with one child + $100 Living with Family)
B. Core Essential Learner couple with 2 children ages 10 and 13 = $887
C. Core Essential for Learner couple with 4 dependants (aged 10, 13, 17, and 1 infant) = $1215
D. High School Incentive = $750 (A) + $887 (B) = $1637- $1215 (C) = $422 (D)
E. Core Essential = $1215 (C) + $422 (D) = $1637
A. Single adult youth and
child (rate = Learner ($650)
+ living with relative($100)
$750
C. Core Essential – Learner couple $1215
parent with 4 children (ages 10,
13, 17, and 1 infant)
B. Core Essential – Learner
couple with 2 children age
10 and 13
Household Total
$887
D. High School Incentive
$422
$1637
E. Core Essential Household
total
$1637
Chapter 6: Supplement to Core Benefits
6 of 6
2006/04
6.15 High School Incentive Benefit
6) Family Composition – ETW couple with 5 dependants on the household file (one child age
13, and two daughters ages 16 and 18, and their children ages 1 and 2)
A. Learner benefit for youth and 1child who are living with a relative = $750 ($650 single parent
Learner with one child + $100 Living with Family) x 2 youth = $1500
B. Core Essential ETW couple with 1child age 13 = $506
C. Core Essential for ETW couple with 5 dependants (aged 13, 15, and 18 and their children ages
1 and 2) = $899
D. High School Incentive = $750 x 2 = $1500 (A) + $506 (B) = $2006 - $899 (C) = $1107 (D)
E. Core Essential = $899 (C) + $1107 (D) = $2006
A. Single adult youth and
child (rate = Learner ($650)
+ living with relative($100)
x 2 youth = $1500
$1500
B. Core Essential – ETW
couple with 1 child age 13)
Household Total
$506
$2006
C. Core Essential – ETW couple
parent with 5 children (ages 13,
16, 18, and two young children),
including NCB Replacement
Benefit
D. High School Incentive
$899
E. Core Essential Household
total
$2006
$1107
Chapter 7 Special Needs Allowance
7.0 Special Needs - General Eligibility Rules
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2006/04
Introduction
Special Need Allowances are only issued to household units (case files) eligible for basic needs.
They are issued only when necessary and according to policy.
Special Need Allowances are not issued to reimburse a person for an expense that was not approved
in advance.
Exception: The expense was incurred in an emergency situation as set out under Emergency
Allowances, or identified in a subsequent review or audit process. Benefits issued as a result
of review or audit can be issued according to guidelines for retroactivity at the discretion of
the Director of the Income Support Program.
SEE
Chapter 2.5.6 Retroactivity
Chapter 7.5 Emergency Allowances
Unless otherwise stated the Authority level for Special Need Allowances is the Director of the
Income Support Program.
Chapter 7: Special Need Allowances
7.1 Natal Allowance
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2006/04
Policy
A natal allowance to cover the cost of needed infant clothing, toiletries, crib, mattress, bedding, high
chair, stroller and infant car seat may be issued to an applicant or a recipient or a member of the
family unit:
a) If that person has given birth and the child is not more than six months old.
or
b) That person is at least 36 weeks pregnant
The natal allowance is provided once per child.
A natal allowance is not paid for adopted children.
The natal allowance is only issued to clients eligible for basic needs.
RATE
$250 per child
NOTE
Children of a dependent included in the family composition are eligible for $250.
Authority
First Nation or Tribal Council Social Development Director
Substantiation
Clients substantiate their need for the natal allowance by:
• Verbal statement or Issuing Authority’s knowledge of client’s situation and if in doubt
• A letter from their physician indicating their due date
or
• An official document containing the child's name and birthdate such as a birth certificate,
hospital records, PHN, etc.
Chapter 7: Special Need Allowances
7.2 Child Care Other Than For Employment
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2006/04
Policy
A reasonable allowance for childcare may be provided to recipients:
• with confirmed interviews for employment
or
• who are engaged in Case Plan Activities (other than employment)
or
• when required for physical or psychological reasons as established by a medical practitioner.
Guiding Principles
• It is expected that parents make arrangements with friend and neighbours for the care of children
on a mutual exchange arrangement whenever possible.
•
The least costly child care option is encouraged taking into account safety and well being
requirements of the children.
Rate
•
•
actual, reasonable cost of private babysitting
the actual cost of day care, less the amount of any day care subsidy provided.
•
$150 per month per child to grandparents who do not have custody or live in the child’s home.
(The client's verbal statement is acceptable substantiation).
•
Lunch Programs: where applicable school lunch program fees may be paid instead of babysitting.
•
Out of School Programs: actual cost for an out of school program may be paid for children under
12 instead of babysitting where applicable.
NOTE:
Parents, stepparents, members of the household unit, or individuals sharing the residence do not
receive babysitting costs
Substantiation
A receipt or written statement from the childcare provider containing:
• The provider's signature
and
• Monthly cost
•
Clients advise the issuing authority of changes in their childcare needs.
Authority
First Nation or Tribal Council Social Development Director
Deposit and Registration Fee
The actual cost of a refundable deposit and/or registration fee for a day care/licensed day home is
provided when required to a maximum of one month’s childcare fee.
Chapter 7: Special Need Allowances
7.2 Child Care Other Than For Employment
2 of 2
2006/04
Substantiation
A written statement from the day care/licensed day home stating the amount of the deposit and/or
registration fee.
Forfeited Deposit
When the client forfeits a refundable deposit, the Issuing Authority recovers subsequent deposits.
Refunded Deposit
A refunded deposit is treated as income and deducted dollar for dollar from the next month’s
assistance.
Chapter 7: Special Need Allowances
7.3 Non-Insured Health Benefits (NIHB)
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2006/04
Policy
For Income Support recipients to receive NIHB from INAC the person must:
•
be a non-Indian in receipt of social assistance benefits from a band or the Department of Indian
Affairs;
and
• be a resident of an Indian Reserve;
The types and limits of services provided should follow standards and benefits established by First
Nation and Inuit Health Branch, Non Insured Health Benefits Program.
NIHB May Include:
• Prescription drugs
• Medical supplies and equipment
• Eyeglass and optometric services
• Medical transportation
• Dental care
• Health insurance premiums and co-insurance fees
SEE
http://www.hc-sc.gc.ca/fnihb-dgspri/fnihb
the Local Health Unit
to find out what is covered
Substantiation
Medical Letter by a competent medical or dental authority recommending the need for non-insured
services.
Authority
First Nation or Tribal Council Social Development Director
Chapter 7: Special Need Allowances
7.4 Escaping Family Violence Allowance
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2006/04
Policy
Issuing Authorities provide support to ensure the ongoing safety of victims of family violence. The
escaping violence benefit is provided to ensure they have the resources they need to establish their
own residence and remain independent from their abuser.
An allowance may be provided in situations where an applicant or recipient needs to re-establish
themselves in the community due to abuse of the applicant, recipient, or other member of the
household unit (case file). This benefit is extended to include applicants or recipients who are living
with someone other than a spouse or partner, or are residing alone and who need to escape abuse by
establishing a new residence. This includes older persons who are experiencing abuse at the hands of
family or non-family members.
Example 1
A person who is in receipt of benefits on-reserve moves off-reserve to seek safe
accommodation, and moves directly from the matrimonial home into accommodations offreserve, should approach AHRE for assistance.
Rationale
This benefit is only issued after the individual has left the matrimonial home; therefore, in a
situation where a person moves off-reserve directly from the matrimonial home, they should
approach AHRE for assistance.
EXAMPLE 2
A person who is in receipt of benefits on reserve, leaves the matrimonial home to another
place of residence on-reserve, and then decides to move off-reserve to seek safe
accommodation, should approach the Issuing Authority on-reserve for assistance.
Rationale
This benefit is only issued after the individual has left the matrimonial home; therefore if the
individual establishes an accommodation on-reserve prior to moving off-reserve, the Issuing
Authority is responsible for issuing the benefit.
Example 3
A person who is in receipt of benefits on-reserve, moves into a shelter, and then decides to
live off-reserve should approach AHRE for assistance.
Example 4
A person who is in receipt of benefits on-reserve, moves into a shelter, and then decides to
return to the reserve to live should approach the Issuing Authority for assistance.
NOTE:
There is no time period for clients to access this benefit. Clients who are in shelters, second
stage housing, or reside with relatives for a period of time can still access this benefit when
they are establishing their own residence.
Chapter 7: Special Need Allowances
7.4 Escaping Family Violence Allowance
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2006/04
RATE
Up to $1,000
Substantiation
•
Verbal statement of client or Issuing Authority’s knowledge of client, and if in doubt, evidence
from a reliable source (e.g. physician, police, women’s shelter)
Authority
First Nation or Tribal Council Social Development Director
Procedure
Include the policy reference number ONLY in the comments section of the B&D. More detailed
notes and comments must be noted in the client file.
If a client has been issued this benefit once, and requests it again , the Issuing Authority should refer
the client to community resources to help break the cycle of abuse.
Chapter 7: Special Need Allowances
7.5 Emergency Allowance
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2006/04
7.5.1 Policy
An emergency allowance for food, accommodation, replacement clothes, childcare, transportation,
unpaid utility bills, repair of major appliances, or other goods and services of an emergency nature
may be provided if:
(a) The situation occurred due to unforeseeable circumstances that were beyond the control of
that person,
and
(b) An applicant or a recipient or a member of the household unit (case file) is in a situation that
presents a serious health or safety risk
and
(c) The person cannot wait until the next payment date or access other available resources
Examples
Fire, theft, family violence, victim of crime, food spoilage, floods, medical emergency, etc.
7.5.2 Rates
(A) For Replacement Clothes
$214 per Adult
$160 per Child (including a child on behalf of whom COPH benefits are received).
(B) For Food
a) Where individual(s) are outside their community of residence for more than 24-hours:
$10 per day per adult
$5 per day per child
or
b) Where the member(s) of the household unit (case file) are within the community they reside:
$22 per month per adult
$14 in the month
or
c) If this amount is not enough, the food rates may be used or prorated as required.
SEE
Core Essential 5.1.2 (A)
(C) For Child Care
Actual cost of reasonable childcare, in accordance with the child care policy.
SEE
Chapter 7.2 Child Care Other Than for Employment
(D) For Transportation To The Nearest Place Of Safety
Actual cost of the most economical means of public transportation or $0.12 per kilometer.
(E) For Major Appliance Repairs
Actual cost of essential repairs to major appliances owned by the applicant or recipient.
Substantiation
A written estimate.
Chapter 7: Special Need Allowances
7.5 Emergency Allowance
2 of 3
2006/04
(F) For Unpaid Utility Bills:
Actual cost of utility arrears that must be paid in order to access services or to prevent a
disconnection.
NOTE
GST should not be charged or paid on reserve.
Utility arrears should not be issued where household unit (case file) have been issued
sufficient funds under Core Shelter to fully cover utility costs.
Substantiation
Utility Bill or Statement
(G) For Accommodation
Actual cost of reasonable hotel, motel or other accommodation as approved by the First Nation or
Tribal Council Social Development Director; for up to two weeks or until alternate accommodation is
found.
NOTE
This emergency benefit may be issued in addition to any Core Shelter allowance
issued within the same benefit period.
Procedures for (A) – (G)
The Issuing Authority enters comments on file identifying the type of benefit, reason, conditions and
verification and comments on B & D referencing the policy section.
(H) For Other Emergency Goods and Services
Other emergency benefits in addition to items outlined in 7.5.1 to 7.5.2 may be issued.
The client may be required to repay any amount issued as an “other emergency issue”.
Rate
Actual cost up to a maximum of $1,000 provided only once in respect to each set of emergency
circumstances.
Substantiation
Clients or Issuing Authority substantiate the need for any Emergency Allowance as follows:
• Verbal statement of the client
or
• Issuing Authority’s knowledge or observation
or
• Evidence from a reliable source that item is essential
Issuing Authority may ask for substantiation in situations where:
• Eligibility cannot be determined without further documentation (e.g., medical need)
or
• The Issuing Authority has reason to believe the client is withholding information or providing
inaccurate information
Chapter 7: Special Need Allowances
7.5 Emergency Allowance
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2006/04
Procedure for (H)
When a client requests a benefit, which may be provided under this policy, the Issuing Authority
makes a request for approval by sending the following information to approval authority as
designated by the Chief and Council:
• client name
• benefit requested (including how the request meets the conditions of this policy)
• reason for request (including what other options client has pursued)
• cost
If the request is not supported, the Issuing Authority notes the reason on the file and the client is
advised of their right to appeal.
7.5.3 Authority For Emergency Allowances
First Nation or Tribal Council Social Development Director
Chapter 7: Special Need Allowances
7.6 First Nations Special Approval
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Policy
Special Approval is required in the following circumstances:
• Allowances for basic necessities and essential services that are not fully covered by policy or
• Any special need allowance that exceeds $1200
Conditions for Approval
• The need is not fully addressed in policy
and
• The need is considered essential to the health, well-being or the move towards independence
of the applicant, recipient or member of the household unit (case file)
and
• All non-income support appeal avenues have been exhausted
and
• There are no other resources
and
• The least costly alternative is used
EXAMPLE
Essential household furniture.
Authority
The authority to approve the recommendations of the Issuing Authority will be at the First Nation
level, within the limits of the funding arrangement for Special Needs. Chief and Council shall be
responsible to ensure that an appropriate approval structure is established, with written guidelines to
ensure equitable consideration to all clients. The authority may be delegated, in a manner consistent
with the administrative structure of the First Nation, to a social services committee, the Director of
Social Development, or other recognized level.
Emergent Situations
In emergent situations, where the needs of the recipients cannot wait for prior approval from the
appropriate approval authority the Issuing Authority may purchase the goods and services to an
amount not to exceed the limits set by the band program. If such urgent action must be taken, the
Issuing Authority shall ensure that eligibility requirements are met and the documentation is
submitted to the approval authority at the earliest opportunity.
Rate
Least cost alternative, no upper limits.
Procedure
When a client requests a benefit which may be provided under this policy, if the request is supported,
the Issuing Authority makes a request for approval by sending the following information to approval
authority as designated by the Chief and Council:
• client name
• benefit requested (including how the request meets the conditions of this policy)
Chapter 7: Special Need Allowances
7.6 First Nations Special Approval
•
•
reason for request (including what other options client has pursued)
cost
Appeals
Appeal panels do not have authority to rule on benefits not covered in regulation.
SUBSTANTIATION
Workers may ask for substantiation, from a reliable source, outlining:
• Specific need and reason
and
• Duration of the need
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Chapter 7: Special Need Allowances
7.7 Employment Training and Transition Supports
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2006/04
Policy
An allowance for expenses can be issued for an ETW/NETW client to:
• to seek or accept employment (or start self-employment)
or
• to participate in an employment preparation program
or
• to participate in an approved training program
Expenses for ETW/NETW clients may include:
• work or school clothing
• applications, deposits, registration, testing fees before the start of classes
• tools(only as required for work experience or employment)
• grooming
• meals
• transportation and any other goods or services which enhance employability
LEARNERS
An allowance for expenses can be issued for a Learner client to:
• purchase goods and services essential for job search activities or participation in a training
program
• accepting confirmed full-time employment (not temporary or summer employment)
• attending a training program
Expenses for Learners may include:
• testing fees, deposit, registration
• work or school clothing not covered by the core essential benefit (e.g. work boots)
• tools (only as required for work experience or employment)
• vehicle expenses (repairs, maintenance, registration, insurance)
• other goods or services which are essential for training
Guiding Principles
• The Issuing Authorities support the efforts clients make towards independence in the belief that
people are better off working than not working.
•
This benefit is issued in a timely manner with a minimum of substantiation, so clients can take
advantage of employment and training opportunities as they present themselves.
Substantiation
Seeking Employment or Self-Employment
• Employment related expenses can be included in the client’s Case Plan.
• Written estimates, bills, or receipts for specific needs such as vehicle insurance or repairs.
• The Issuing Authority estimates needs such as grooming, clothing and public transportation.
Confirmed Employment
A job confirmation from their employer, or the Issuing Authority may contact the employer directly
and note this on the file and B & D.
Chapter 7: Special Need Allowances
7.7 Employment Training and Transition Supports
2 of 2
Revised 2006/11
NOTE
If the client does not want their new employer to know they are receiving Income
Support or, they cannot provide a job confirmation this benefit may be issued without
substantiation, the reason must be recorded on the file and B & D.
Confirmed Training Program
Clients who are starting or participating in an employment preparation program substantiate their
need for this benefit by providing written confirmation from the program. If the Issuing Authority
has knowledge of the situation, no substantiation is required.
Rate
Effective November 1, 2006
ETW and NETW clients - maximum $500 for each adult per calendar year (January 1 to December
31).
Learners – maximum $500 for each adult per calendar year (January 1 to December 31)
Authority
First Nation or Tribal Council Social Development Director
Chapter7: Special Need Allowances
7.8 Non-Emergency Travel and Related Expenses
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2006/04
Policy
An allowance may be provided to cover the costs of transportation, accommodation, food and child
care when an applicant, recipient or members of the household unit (case file) have to travel away
from home for any of the following reasons:
•
•
•
To appear in court or comply with court requirements when deemed necessary by the Issuing
Authority (example: as a witness or as an applicant in a child support proceeding) or
To access Child Support Services
For Not Expected to Work clients to attend a day or employment program where public
transportation is not available or where the individual cannot be expected to use public
transportation.
NOTE
Individuals requiring transportation to medical and dental facilities may be provided an
allowance by the First Nation and Inuit Health Branch (FNIHB), Alberta Region.
This benefit is issued only to the person(s) who is/are required to travel.
In all situations, the most reasonable and economical means is used.
Funds are not issued for an individual attending court to face criminal charges.
Rates
For Transportation
• Actual cost of public transportation for each member of the household unit (case file) required
to travel.
or
• Private vehicle- $0.12 per kilometer
or
•
Actual cost of a taxi
For Accommodation
Actual cost of reasonable hotel, motel or other accommodation as approved by the Issuing Authority.
For Food
Adult: Maximum $10 per day
Child: Maximum $5 per day
NOTE
Food and Accommodation are issued only if clients will be away from home more than 24
hours.
For Child Care
Actual cost of reasonable child care (babysitting or day care) as approved by the Issuing Authority
Chapter7: Special Need Allowances
7.8 Non-Emergency Travel and Related Expenses
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2006/04
Authority
First Nation or Tribal Council Social Development Director
Substantiation
Clients substantiate their need for non-emergency travel and related expenses as follows:
•
Appearing in court: A copy of the subpoena, confirmation from Child Support Services, or
other legal document confirming court or departmental action.
•
Court Order: A copy of the court order or confirmation from Child Support Services.
•
Access Child Support Services: Confirmation from Child Support Services.
•
Day Program for NETW clients: Case Plan and documentation from the program which
indicates that the client is enrolled/registered in the program, how often they are to attend and
the length of the program.
Clients substantiate the cost of specific benefits as follows:
•
•
Transportation, food and accommodation: Client's verbal statement
Child care: A written statement or receipt from the child care provider
Procedures
Issuing Authority records the client circumstances on file and on the B & D.
Chapter 7: Special Need Allowances
7.9 Relocation Allowance
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7.9.1 Policy
An allowance may be provided to an applicant or recipient for actual moving costs of the household
unit (case file) within Alberta or Canada under the conditions outlined in this policy:
ƒ
ƒ
ƒ
7.9.2 – Moving to Confirmed Employment
7.9.3 – Moving Out of Alberta – Relocation
7.9.4 – Moving to Escape Family Violence
Costs Covered
• The actual costs of moving:
o The affected household unit (case file) members
o Household goods
o Reasonable hotel or motel and meals if essential to the move
•
Gas; Insurance; Rental truck or trailer deposits; bus fare
•
Professional moving company only if self-move is not reasonable.
•
Packing only if a person is unable to pack due to medical reasons.
Clients must use the most economical and reasonable means of moving.
Those who are able to move themselves are expected to do so.
Procedure
ƒ Prior to the move, the client must provide a reasonable written estimate from the vendor
(more than one estimate may be requested) of the anticipated cost of the move.
ƒ
Relocation Allowance is issued only in situations were prior approval for funding for the
move has been granted by the First Nation or Tribal Council Social Development Director.
ƒ
Special Need Allowances are not issued to reimburse a person for an expense that was not
approved in advance.
SEE
Chapter 7.0
7.9.2 Moving to Confirmed Employment
When an adult member of the household unit (case file) is accepting confirmed employment within
Alberta or Canada that is considered a viable option for future financial independence.
Substantiation
ƒ a written job confirmation from the employer
or
ƒ the Issuing Authority may contact the employer directly and record the discussion and the
employer’s name on the file.
Chapter 7: Special Need Allowances
7.9 Relocation Allowance
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2006/04
7.9.3 Moving Out of Alberta- Relocation
When a household unit (case file) is moving to another province or territory for financial or social
support or both:
Conditions
• Young applicants and recipients (age 18-25), who have parents or guardians who may be able
to assist, must contact these people to see if they are willing to pay for the move.
•
The client is informed that, if the cost of the move is more than one month's benefits and the
person reapplies for Income Support on reserve within 12 months, he or she will be required
to repay all the moving costs.
Substantiation
• Returning to Province of origin: Verbal statement of client is sufficient; however, further
substantiation may be requested if appropriate.
•
Moving to Another Province: A letter from family and/or friends that substantiates they
reside in the other province and can provide social support. Or, the Issuing Authority may
contact the family and/or friends and documenting the discussion.
7.9.4 Moving to Escape Family Violence
When it is essential for the safety of any member of the household unit (case file) to move within
Alberta or Canada to flee abuse by a cohabiting partner.
Substantiation
• Verbal statement of client or Issuing Authority’s knowledge of situation
and if in doubt
• Evidence from a reliable source (i.e., women’s shelter or police) that the family’s safety
would be jeopardized if they did not move.
Procedure
• In situations where benefits are issued relating to family violence concerns, the Issuing
Authority records the policy reference number ONLY in the comments section of the B&D,
and includes more detailed notes and comments on the client file.
Authority
First Nation or Tribal Council Social Development Director
Procedures
Issuing Authority records details on file and B & D, and retains estimates on file.
Chapter 7: Special Needs
7.10 Community Living Start Up Allowance
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Policy
An allowance of up to $1,000 to cover the cost of establishing a residence in the community may be
provided to a client who:
1. Has been residing in an institution as a result of a disability or mental illness and is permanently
leaving that institution to establish a residence in the community. (An "institution" refers to a
place that provides intensive care to severely disabled persons such as the Michener Center and
Alberta Hospital, Edmonton and Ponoka).
and
2. Is assigned to a Not Expected to Work client category.
Persons being released from correctional facilities or institutions are not eligible for this benefit.
NOTE
•
There is no minimum period of institutionalization required to establish eligibility
for this benefit.
•
This is a once in a lifetime benefit
•
Only essential items such as moving expenses, damage deposit, basic furniture,
appliances and household items are covered under this benefit.
•
Use of this benefit must be a last resort and only considered after all other
resources have been utilized.
Rate
Maximum of $1,000 once in a lifetime.
Authority
First Nation or Tribal Council Social Development Director
Substantiation
•
•
Verbal statement of client or worker’s knowledge of the client’s situation, and if in doubt
Evidence from the institution
Chapter 7: Special Needs Allowance
7.11 Child Care for Learners
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Policy
A reasonable allowance for childcare may be provided to recipients:
•
who are attending an AHRE approved training program as a Learner when all adults in the
household are working, attending training, or participating in an active job search
Guiding Principles
• It is expected that parents make arrangements with family, friend and neighbours for the care of
children on a mutual exchange arrangement whenever possible.
•
The least costly child care option is encouraged taking into account safety and well being
requirements of the children.
Rate
•
•
actual, reasonable cost of private babysitting
the actual cost of day care, less the amount of any day care subsidy provided.
•
$150 per month per child to grandparents who do not have custody or live in the child’s home.
(The client's verbal statement is acceptable substantiation).
•
Lunch Programs: where applicable school lunch program fees may be paid instead of babysitting.
•
Out of School Programs: actual cost for an out of school program may be paid for children under
12 instead of babysitting where applicable.
NOTE:
Parents, stepparents, members of the household unit, or individuals sharing the residence do
not receive babysitting costs
Substantiation
A receipt or written statement from the childcare provider containing:
• The provider's signature
and
• Monthly cost
•
Clients advise the issuing authority of changes in their childcare needs.
Authority
Issuing Authority
Deposit and Registration Fee
The actual cost of a refundable deposit and/or registration fee for a day care/licensed day home is
provided when required to a maximum of one month’s childcare fee.
Chapter 7: Special Needs Allowance
7.11 Child Care for Learners
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Substantiation
A written statement from the day care/licensed day home stating the amount of the deposit and/or
registration fee.
Forfeited Deposit
When the client forfeits a refundable deposit, the Issuing Authority recovers subsequent deposits.
Refunded Deposit
A refunded deposit is treated as income and deducted dollar for dollar from the next month’s
assistance.
Chapter 8: Appeals / Non-Compliance / Fraud / Recoveries
8.1 Appeals
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8.1 Policy
The purpose of the policy and process for appeal and internal review of decisions made by the Issuing
Authority is to ensure decisions are fair and equitable in respect to eligibility, benefit amount, debts
and repayments, and are supported by policy.
Appeals of a decision of an Issuing Authority in the matter of Income Support benefits or eligibility
may be heard by the duly established Regional Appeal panel.
Clients are deemed to have been advised of their right to appeal when they sign a Budget and
Decision Form, however clients should be advised of their right to appeal at the time benefits
are denied or reduced.
An applicant or recipient may appeal a decision on the grounds of:
1.
2.
3.
4.
or
5.
Refusal to grant a benefit;
Cancellation or suspension of benefits;
Reduction of benefits;
Method of payment of a benefit;
Other.
The applicant or recipient of Income Support shall complete and sign a Notice of Appeal of a
decision outlining the grounds for appeal within 30 days of being notified of the decision.
Upon receipt of a properly completed Notice of Appeal of a decision the Issuing Authority shall
acknowledge its receipt in writing to the appellant. The Issuing Authority shall also submit the
documents together with relevant explanatory data to the program supervisor.
Where a person has applied for and been refused assistance, the Issuing Authority may provide food
and (where absolutely necessary) shelter until the appeal has been concluded.
SEE
Chapter 5.1.2 (A) Variations to Core Essential – Rate Adjustment
Chapter 5.2 Core Shelter
8.1.2 Administrative Review
An administrative review is the first step in the appeal process and is conducted by the Issuing
Authority’s supervisor or First Nation Income Support Director within five working days of receipt of
an appeal. The Income Support file of the appellant is reviewed and the issues identified and
discussed. The First Nation may contact INAC to conduct an Administrative Review.
If the reviewing authority and the appellant are able to reach an understanding that is mutually
acceptable, the agreed upon action will be taken and the matter is concluded.
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If the reviewing authority is unable to make an adjustment to the satisfaction of the appellant and if
requested by the appellant, the issue shall be forwarded to INAC and a hearing by the Regional
Appeal panel shall be convened within 10 working days.
Written notification of the results of the administrative review will be provided to the appellant and
INAC within seven working days using the Administrative Review and Appeal Form.
8.1.3 Composition And Selection Of Members Of The Appeal
Panel
1. The Regional Director General, Alberta Region, INAC appoints individuals to be members of the
Regional Appeal panel. Members are selected to give equitable representation to each area of
Alberta. In order to be objective and impartial members of the Appeal panel should not only be,
but also seem to be independent of administrative and political influence.
or
2. The First Nation can recommend to the Regional Director General the appointment of certain
individuals to the Appeal panel in order to provide local representation to hear appeals from
Income Support Recipients.
It is a prerequisite for panel members to have completed a training program arranged by INAC, prior
to serving on an appeal.
8.1.4 Location Of Appeal Hearings
In all usual circumstances, the hearing of the Appeal panel will be held at the office of the Issuing
Authority. If this is not possible, the appellant and/or representative shall be provided travel
assistance in accordance with prevailing Treasury Board Travel Regulations.
8.1.5 Terms Of Reference For The Regional Appeal Panel
1. A minimum of three members are required to hear the appeal of an Income Support recipient with
one member designated Chairperson.
2. The Panel may consult with other individuals and organizations.
3. The Panel may make recommendations in respect to Core Benefits, Supplements to Core
Benefits, and Special Needs.
4. The Panel may identify and make recommendations in respect to policies and procedures
requiring review and revision.
5. The Panel shall render its written report to the appropriate Issuing Authority and a copy to the
Regional Director General within three working days following a hearing.
8.1.6 Scheduling Appeal panel Hearings and Other INAC
Responsibilities
(A) The INAC officer advises the appellant in writing, of the:
• Date, time and place of the hearing of the Appeal panel;
• Right to present supporting information and witnesses at the hearing;
and,
Chapter 8: Appeals / Non-Compliance / Fraud / Recoveries
8.1 Appeals
•
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Right to designate a representative. If a representative is designated, a statement signed by the
appellant will be placed on file.
(B) Other administrative functions to be provided by INAC will include:
•
•
•
•
Contacting regional appeal panel members for suitable date(s) of hearing(s);
Preparing central documentation and communication with members notifying them of place and
time of appeal;
Written communication formally notifying appellant(s) of results and reasons of appeal panel;
Processing of travel claims.
The appeal process will include a final and formal review by the Regional Director General who will
sign the written communication to the appellant(s).
8.1.7 Appeal Hearings Procedure
1. The chairperson shall convene the hearing and identify the decision being appealed.
2. The appeal panel examines the written submissions provided by the Issuing Authority or their
representative and any documentation provided by the appellant.
3. Have the Issuing Authority representative explain his/her position with respect to the decision
being appealed.
4. Have the appellant or their spokesperson explain fully his/her position with respect to the decision
being appealed. The appellant is ensured the opportunity to have the final say at the appeal
hearing.
The appeal panel may question any person attending the hearing or, at the discretion of the appellant,
consult or seek information from any individual who can assist in the appeal.
The appeal panel may not proceed in the absence of an appellant who does not respond to the notice.
If the appellant fails to appear at an established appeal panel hearing, at the agreed upon time, it is the
responsibility of the appellant to resubmit the appeal within 10 working days of receipt of notice.
This would be the appellant's final opportunity to appeal the matter.
Where the appeal panel is unable to complete the hearing of an appeal, the case may be adjourned for
a period of not exceeding 30 days.
The Chairperson of the appeal panel will complete a report indicating:
1. The date, time and place of the hearing;
2. The name of the Chairperson and members of the Panel hearing the appeal;
3. The names of all persons attending the hearing;
4. The decision being appealed;
and
5. The findings of the appeal panel
The report should be signed by all Panel members attending the hearing and submitted to the
Regional Director General, INAC, Alberta Region.
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8.1.8 Implementation Of Appeal Panel Findings
(A) Findings are in accordance with policy
If the decision of the appeal panel is in accordance with Income Support Program policies,
regulations, directives, and procedures, it shall be implemented.
(B) Findings are not in accordance with policy:
If the decision of the appeal panel appears to be in conflict with Income Support policies, regulations,
directives, or procedures, a meeting between the regional office designate and the appeal panel may
be scheduled to identify and resolve the conflict.
The Regional Director General, INAC Alberta Region shall advise the appeal panel of action taken in
respect to its recommendations and suggestions for changes in the Income Support program. The
Regional Director General shall communicate to the appellant the findings of the Appeal panel and
action taken or planned to implement recommendations.
The decision of the Regional Director General is final.
Chapter 8: Appeals / Non-Compliance / Fraud / Recoveries
8.2 Denying or Terminating Benefits
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Benefits may be denied when:
• The client fails to meet eligibility criteria regarding needs, assets, and income
or
• Expectations about becoming independent have not been met, including activities outlined in the
Case Plan.
Whenever eligibility or a benefit is denied, the worker should advise the applicant or client of the
following:
• Their right to appeal the decision,
and
• The appeal process,
and
• The time limit for appeal.
•
Notification may be in a written or verbal form but there must be documentation on file confirming
the client was advised of this right.
SEE
Chapter 8.1 Appeals
Chapter 8: Appeals / Non-Compliance / Fraud / Recoveries
8.3 Just Cause for Leaving a Job
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Introduction
The following is a list of the most common reasons accepted as just cause for leaving employment.
This is not a complete list, since other circumstances may also give just cause. Some examples are
given to clarify what are considered just reasons for leaving employment.
1. Danger to health or safety because of working conditions:
•
The employer requires excessive hours of overtime
•
The job threatens or adversely affects the client's health
-
client gives credible and convincing explanation or provides doctor's advice
•
The work threatens health or safety of pregnant woman or unborn child and employer refuses
to grant leave
•
Employer provides unsanitary living accommodations, insufficient or contaminated food
2. Conflict with family responsibilities:
•
Working conditions (e.g., duties, hours of work, responsibilities) interfere with client's
obligation to care for a dependent child
•
Client has to move with a member of the household unit to another residence
•
Client needs time off to care for a sick dependent child and employer refuses
3. Sexual or other harassment:
•
Client receives abusive treatment from co-workers and employer refuses to intervene
•
Employer takes excessive disciplinary action (penalty is clearly disproportionate)
•
Client suffers discrimination within the meaning of the Provincial Human Rights, Citizenship
and Multiculturalism Act.
4. Moral or legal objections:
•
Employer's practices are illegal or require illegal activities of the client
•
Job requirements violate fundamental ethical values or professional ethics
•
Job requirements clash with client's religious beliefs
5. Working conditions violate Labour Standards:
•
Wages or salary are below minimum wage
•
Employer refuses or fails to pay salary, wages (including overtime), or commissions due the
client
6. Client has received a firm written offer of a better job in the immediate future.
Chapter 8: Appeals / Non-Compliance / Fraud / Recoveries
8.4 Fraud
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8.4.1 Criminal Offence
Fraud occurs when a person is found guilty of an offense under the Criminal Code of Canada because
they have defrauded the public of property, money, or other valuable security through deceit,
falsehood, or other fraudulent means. A person can be found guilty of fraud only if there is an intent
to deceive.
A person may be found guilty of fraud in Criminal Court if he or she has:
•
•
•
•
Given false information about income, assets or needs
Withheld information about income, assets, or needs
Used an alias to obtain duplicate assistance or to conceal income or assets
Given false information to obtain benefits to which he or she is not entitled
8.4.2 Reporting Procedure
A detailed report of the circumstances relating to the alleged fraud, together with a recommendation
regarding the case, shall be forwarded to the RCMP. The RCMP after consideration of the facts may
or may not determine a criminal investigation is warranted.
Allegations regarding fraud may be referred to a First Nation police service with appropriate
jurisdiction.
INAC regional office should be provided with a copy of the report, advised of the decision regarding
the appropriateness of an investigation, and kept informed of the status of any investigation.
Information may be laid before a Crown Attorney, by the Issuing Authority, Director of the First
Nation Income Support Program, or Chief and Council, alleging the commission of an offence. The
Crown Attorney after proper investigation, using judicial discretion, may or may not lay a formal
charge against the recipient.
8.4.3 Issuing Authority Responsibility
When the charge laid is that of knowingly making a false statement in writing, it is essential to prove
that the persons signing the form did in fact have the knowledge that they were committing a fraud
when they affixed their signatures. This can only be done if the Issuing Authority, who is responsible
for ensuring that the client has read a signed application, is able to later testify with certainty with
respect to client's interview. In order to ensure a greater possibility of successful prosecution in
dealing with fraud cases, the Issuing Authority must follow the same format on every occasion. The
format is as follows:
1. Identify the Applicant - The Issuing Authority must obtain and record positive identification from
the applicant.
2. Confirm the Application with the applicant - The Issuing Authority must show the applicant the
Application Form and suggest to the applicant that the applicant carefully read over the form.
Where the applicant is unable to read the form, then the Issuing Authority shall read aloud the
form, in its entirety, explaining each section. The completed Application Form shall be reviewed
by the Issuing Authority and the applicant to ensure accuracy and to confirm the client's
statements.
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3. Consistent Language - In the absence of any income the word "nil" shall be entered and not
something else such as "N/A" for "not applicable".
4. Declaration of income - When determining client's eligibility for Income Support, the Issuing
Authority must ask the applicant(s) if they, their partner, or any dependent children have been
working or have received any income prior to applying for Income Support.
5. Declaration of Assets – When determining client’s eligibility for Income Support the Issuing
Authority must ask about and review the applicant’s, their partner’s, or any dependent children’s
assets.
6. Witnessing the Applicants Signature - When the applicant affixes his/her signature to the
Application or Budget and Decision Form, it shall be in the presence of the Issuing Authority.
7. Applicant Liabilities - The Issuing Authority should clearly read aloud to the applicant the
"Applicants Acknowledgement" of the Application Form and the "Eligibility" and
"Acknowledgement" of the Budget and Decision Form.
8. Maintain Original Documents - At all times, the original copy of any document that is signed or
that may be required in Court shall be kept on file.
9. Applicant Responsibilities – The Issuing Authority must advise the applicant(s) that they are
required to report any changes in their circumstances to the Issuing Authority.
If the intention is to pursue fraud charges, recovery action should not be initiated.
8.4.4 Fraud Investigation Or Conviction And Benefits
Individuals may be eligible for benefits even if there is a suspicion of fraud or if there has been a
conviction of fraud in the past. Each application, benefit period, or request for a benefit is viewed as a
new circumstance and eligibility is based on the present circumstances not past behaviour.
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8.5 Recoveries
8.5.1 Policy
Recovery action shall be initiated if it has been established that a person has received:
• Income Support that the applicant or recipient was not entitled to receive;
or
• Income Support in excess of the amount that the applicant or recipient was entitled to receive.
or
• A benefit is issued subject to recovery according to policy.
Examples are: NCBS Replacement Benefit
Utility Reconnection
Clients must be notified in writing of any recovery. They must be provided with clear and transparent
policy and information so they understand the reason for the recovery.
Clients must be advised that they have the right to appeal within 30 days of being notified of the
recovery.
If a client fails to enter into a voluntary plan for repayment, recovery may be affected without
approval of the recipient.
Guiding Principles
• To minimize the creation of recoveries.
• Collection of recoveries must be conducted in a professional and fair manner.
• All clients must be treated equitably.
• Recovery collection activity should not cause undue hardship for the client.
• A recovery deduction must not reduce the client’s benefit to less than $1.00.
• Client co-operation in recovery matters usually yields the most effective results.
• Recoveries should be collected as quickly as possible with the least administrative costs.
8.5.2 Recovery Rates
Recoveries may be collected at the default rates below or may be varied depending on the client’s
circumstances.
The default recovery rates are:
1 adult in household (with no employment earnings exemption)
$20.00
2 adults in household (with no employment earnings exemption)
$40.00
1 adult in household (with employment earnings exemption)
$35.00
2 adults in household (with employment earnings exemption)
$65.00
Chapter 8: Appeals / Non-Compliance / Fraud / Recoveries
8.5 Recoveries
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Decreasing the recovery rate
The Issuing Authority may decrease a recovery rate if at least one of the following conditions exists:
• the recovery deduction is creating an extreme financial hardship for the client
or
•
benefits are being prorated at the time of application
The minimum recovery rate is $1.00.
Increasing the Recovery Rate
The Issuing Authority may increase a recovery rate if at least one of the following conditions exists:
• The client has misrepresented their circumstances on more than one occasion,
or
• The client has previously been found guilty of fraudulently obtaining benefits,
or
•
The Issuing Authority and client have negotiated a higher recovery rate.
The maximum recovery deduction cannot exceed 10% of the household unit’s Core Essential and
Core Shelter benefit.
When conditions are met for varying a recovery rate, the Issuing Authority records the reason for
varying the recovery rate, the expected duration of the varied recovery rate, and all discussions with
the client regarding the recovery rate on file.
8.5.3 Procedures
The following information should be identified on the case file:
• the reason for the recovery
• the number of the original Budget and Decision sheet
• the total amount of the recovery
• the amount to be recovered for each benefit period
• start date of the recovery
Chapter 9: Opportunities for Training and Employment
9.1 Opportunities for Training
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9.1.1 Objectives and Principles
A prime objective of Income Support is to increase individual and community self reliance and
autonomy. Through the constructive use of Income Support appropriations and funds from other
services training opportunities may be provided for persons who require training in order to access
employment.
To facilitate access and connection to the labour market First Nations, INAC, and Human Resources
Skills Development Canada (HRSDC), in partnership with AHRE invests in First Nation Community
residents who require training to access sustainable employment, who lack the financial resources to
obtain training, and meet all other eligibility requirements.
The following principles apply for Income Support recipients wishing to access training:
• The individual must have a need for the type of training in order to access employment and
increase independence
• The individual must be labour market destined (they must seek employment at the conclusion of
their training plan)
• The individual must be ready, willing, and able to attend training, their personal situation must be
such that there is a reasonable chance of succeeding in training and subsequent employment
• The individual must demonstrate they have made an informed choice, they must have a realistic
employment goal and must have developed an appropriate Case Plan to achieve the goal
• The individual must maintain acceptable attendance and academic progress through out the
training program
NOTE:
Individuals who require post secondary training, pre-university or pre-technical upgrading
should be referred to Post Secondary Education (PSE).
9.1.2 Alberta Human Resources and Employment (AHRE)
Participation
Individuals residing on reserve accepted into AHRE approved training programs receive:
• tuition,
• mandatory and prescribed fees,
• books and supplies
from AHRE.
AHRE approved training is available through:
• training providers that have signed the Accountability Framework Agreement (AFA) with AHRE
and
• training providers contracted with AHRE,
Details regarding training providers are available from AHRDA Holders or AHRE.
Income Support clients attending Alberta Human Resources and Employment approved upgrading or
training programs are referred to as Learners.
SEE
Chapter 4.4 Learners
Chapter 9: Opportunities for Training and Employment
9.1 Opportunities for Training
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9.1.3 Aboriginal Human Resources Development Agreement
(AHRDA) Holders Participation
AHRDA holders approve training and provide living allowances for clients who are of registered
Indian status residing on reserve assessed as requiring training or upgrading. AHRDA approved
training opportunities may or may not be in an AHRE approved training programs.
SEE
Chapter 9.1.2 AHRE Participation
Income Support clients attending Non AHRE training programs remain in either ETW or NETW
client category which ever is appropriate.
SEE
Chapter 4.2 ETW
Chapter 4.3 NETW
AHRDA holders issue living allowances at the established rate.
9.1.4 Other (Non AHRDA) Training Programs
First Nations may partner or contract with other groups or organizations to provide training or
employment preparation programs for Income Support recipients that are more than nine weeks long
and not within the scope of the AHRDA holder that will facilitate access and connection to the labour
market.
Example: Life Skills Programs
Income Support clients attending Non AHRE or AHRDA training programs remain in either ETW or
NETW client category which ever is appropriate.
SEE
Chapter 4.2 ETW
Chapter 4.3 NETW
Chapter 9: Opportunities for Training and Employment
9.2 Transfers For Training
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9.2.1 Policy
Income Support funds which would be paid to an individual or family may be transferred to AHRDA
holders to support the provision of living allowances for individuals in AHRDA approved training.
SEE
Chapter 9.1.3 AHRDA Holders
Income Support funds which would be paid out in respect to an individual or family who requires non
AHRDA approved training may be transferred to the approved training program to support the
provision of living allowances for individuals in training.
SEE
Chapter 9.1.4 Other (Non AHRDA) Training Programs
9.2.2 Benefits To Be Transferred
Income Support program Core Essential, Core Shelter, and Supplements to Core Benefits which
would be paid out to an individual or family may be transferred to AHRDA holders or other
appropriate program if that individual or family was on Income Support or is eligible to receive
Income Support prior to the start of the training program. Benefits are transferred at the appropriate
ETW or NETW rate.
SEE
Chapter 5 Core Benefits
Special Need benefits are not transferred.
9.2.3 Documentation
The Issuing Authority provides the Budget and Decision forms, completed on a continuing or a
monthly basis, to establish eligibility and entitlement and record of the disbursement of monies from
the Income Support program. This form must be signed by the recipient.
Issuing Authorities track transfers for training through a notation in the “Comments” section of the
Budget and Decision sheet and report this information to INAC in the “Comments” sections of the
Band Accounting Sheet. The Transfer to Employment and Training form must also be completed and
submitted with the corresponding B&D prior to the project being started. The B&D must accompany
the Band Accounting Summary for individuals being invoiced as Transfer to Employment or Training
for that month.
Comments should indicate if the training is AHRE approved, AHRDA approved, or other training.
SEE
Chapter 9.1 Training Opportunities
Chapter 9: Opportunities for Training and Employment
9.2 Transfers For Training
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9.2.4 Approval Procedure For The Transfer of Income Support
Funds
Income Support recipients who wish to access training must be accepted into the training program
and approved for training by the community AHRDA holder or other approved training program.
AHRDA holders or the other approved training program contacts the Issuing Authority with the
request to transfer Income Support funds.
All Income Support transfers must occur under the authority of Chief and Council.
SEE
Chapter 10.2.2 Forms
Chapter 9: Opportunities for Training and Employment
9.3 Transfers to Employment Projects
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9.3.1 Policy
Income Support funds which would be paid out in respect to an individual or family who participates
in employment or on the job training projects may be transferred to the approved project to support
the provision of salaries for individuals participating in the employment or on the job training
projects.
Objectives
The prime objective of the Income Support transfers is to increase individual and community selfreliance and autonomy. Through the constructive use of Income Support appropriations and funds
from other services employment opportunities may be provided for those persons who would
otherwise be unemployed.
Participants in projects will have opportunities to acquire useful skills and become self-supporting to
the extent their individual circumstances permit.
9.3.2 Benefits To Be Transferred
Income Support program Core Essential, Core Shelter, and Supplements to Core Benefits which
would be paid out to an individual or family may be paid to employment or on the job projects if that
individual or family was on Income Support or is eligible to receive Income Support prior to the start
of the project. Benefits are transferred at the appropriate ETW or NETW rate.
SEE
Chapter 5 Core Benefits
Special Need benefits are not transferred.
9.3.3 Employment Projects Timeframes And EI Eligibility
The INAC Social Development Treasury Board Terms and Conditions allow for core essential
income support entitlement to be transferred on behalf of any individual to an approved employment
project. Normally, these transfers are limited to 12 months; however, the transfer can be extended
temporarily until the client qualifies for Employment Insurance benefits.
This limitation will have the effects of:
• preventing long-term dependency of individuals on government-subsidized employment,
• motivating terminated participants to seek employment on the open market
and
• ensuring employment projects are available to all Income Support recipients
It is expected that wages paid to an individual under this program will exceed their Income Support
entitlement.
Income Support supplement to the employment wages should only be necessary in exceptional
circumstances. In these circumstances clients are placed in Client Category ETW B Working.
SEE
Chapter 4.2.2 Expected to Work B
Chapter 9: Opportunities for Training and Employment
9.3 Transfers to Employment Projects
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9.3.4 Authority to Approve Projects
All Income Support transfers must occur under the authority of Chief and Council.
The First Nation will adhere to the policy for Income Support transfers and provide necessary
documentation.
9.3.5 Documentation
Budget and Decision forms, completed on a continuing or a monthly basis, will establish eligibility
and entitlement and record the disbursement of monies from the Income Support program. This form
must be signed by the recipient.
Issuing Authorities track transfers to employment projects through a notation in the “Comments”
section of the Budget and Decision sheet and report this information to INAC in the “Comments”
sections of the Band Accounting Sheet. The Transfer to Employment and Training form must also be
completed and submitted with the corresponding B&D prior to the project being started. The B&D
must accompany the Band Accounting Summary for individuals being invoiced as Transfer to
Employment or Training for that month.
SEE
Chapter 10.2.2 Forms
Chapter 10 Records, Reports, And Program Review
10.1 Records
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10.1.1 Personal and Family Records
An Income Support file shall be established for each family or individual in receipt of Income
Support. The record shall be maintained by the Issuing Authority and shall contain relevant Income
Support documents including:
• The Income Support Application Form completed and signed by the applicant, their partner if
applicable and the Issuing Authority
• Original copies of Budget and Decision Forms completed and duly signed;
• Any reports regarding employment search activities;
• Medical Release and Assessment Form;
• Documentation related to special need allowances;
• Case recording;
• Administrative Review and Appeal forms;
• Pay records, fuel and utility bills;
• Any other correspondence or report directly related to the administration of the Income Support
program.
SEE
Chapter 10.3.3 #2 Program Review Methodology
Chapter 1.3.3 Use of Personal Information
Chapter 1.3.4 Disclosure of Personal Information
10.1.2 Ownership of Records
Income Support records are the property of the First Nations Income Support Program.
If a First Nation accepts responsibility for administering the Social Development Program, it also
accepts responsibility as custodian of such records.
Income Support records must be made available to INAC as requested.
Income Support records must be retained at the office of the Issuing Authority for two years after
closure of the file. The files may be placed in storage but must be readily accessible for a subsequent
five years before destruction. Specific storage and destruction policies are up to the First Nation.
Chapter 10 Records, Reports, And Program Review
10.2 Reporting Requirements
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10.2.1 Policy
INAC Alberta region Managing Program and Financial Reporting Requirements 7.1 and 7.2 states:
Reporting is integral to the proper administration and operation of the Funding Agreement and the
provision of services.
The Treasury Board Policy on Transfer Payments stipulates that in order to process payments, INAC
must ensure that the First Nation / Tribal Council is entitled to the payment and has complied with the
terms and conditions of the Funding Agreement prior to processing the payment.
In order to ensure First Nation entitlements INAC has reporting requirements in place as per the First
Nations Reporting Guide.
10.2.2 Forms
(A) Budget and Decision Forms
Budget and Decision forms detail Income Support disbursements to individuals and households.
Reimbursement of accounts and statistical data to support program expenditures and budget requests
are derived from the Budget and Decision Form.
No voucher or cheque will be issued as a charge against Income Support appropriations without a
properly completed Budget and Decision Form.
(B) Band Posting Sheets
Band Posting Sheets outline monthly Income Support disbursements and is a compilation of the
months Budget and Decision forms.
(C) Band Accounting Summary Sheet
Band Accounting Sheet summarizes Monthly Income Support disbursements as outlined in the Band
Posting Sheets.
(D) Social Assistance Annual Reports (for multi year funded First Nations)
The Social Assistance Annual Report is a statistical report submitted by First Nation / Tribal Councils
under a multi year funding agreement (e.g. Canada / First Nation Funding Agreement) to summarize
Income Support expenditures for the year.
10.2.3 Time Frames For The Submission of Forms / Reports
Expectations of the First Nation
Time frames for the submission of reports are outlined in the First Nations Reporting Guide and
require the following:
• Multi year funding agreements (e.g. Canada / First Nation Funding Agreement): Social
Assistance Annual Reports are due May 31 for the previous fiscal year ending March 31.
Reporting templates are outlined in the First Nations Reporting Guide and sample forms are
provided in this chapter.
Chapter 10 Records, Reports, And Program Review
10.2 Reporting Requirements
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•
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Comprehensive Funding Agreements (annual/ actual reimbursements): Social Assistance Monthly
Reports are due 15 calendar days following the month end. This includes Budget and Decision
Forms, Band Posting Sheets, and Band Accounting Summary Sheet.
o Corrections or resubmissions that are returned to the First Nation by INAC should be
corrected and returned to INAC within 30.
o Revision of submitted program reports for Income Support Core and Special Needs will be
accepted no later than May 31, two months after the close of the fiscal year, for adjustments
to the prior years funding amount.
Issuing Authorities are required to provide a forecast prior to March 31 for any expenditures
outstanding from that fiscal year.
Records submitted to INAC must reconcile with Issuing Authority banking statements.
Expectations of INAC
INAC will return supporting documentation, posting records, and summary sheets to the Issuing
Authority within 30 days after review and approval process is complete.
INAC will return resubmissions to the Issuing Authority within 30 days.
10.2.4 Failure To Meet Reporting Requirements
INAC Alberta region Managing Program and Financial Reporting Requirements 7.3 states:
“Program Reporting: Failure to meet program reporting requirements within the allotted time-frame
is a default under the Funding Agreement and entitles the Minister to take remedial action, including
the withholding of funds.
(a) Consequences when a report due under the Comprehensive Funding Agreement (CFA) is:
i. 30 calendar days overdue: suspend funding in the activity and no approval of increased cash
flow nor commitment of new resources within the program sector
ii. 60 calendar days overdue: continue suspension of program funding; no approval of increased
resources in any program sector
iii. 90 calendar days overdue: continue suspension of program funding, no approval of increased
resources in any program sector and suspension of non-essential program funding as defined
in Appendix 1.
iv. 120 calendar days, the department will deem the report to be unobtainable: Suspend program
funds, associated with the report, will be decommitted from the Recipient’s funding
agreement and previously released and unaccounted for program funds will be recovered.
(b) For recipients funded under Canada First Nation Funding Agreement (CFNFA) and Department
First Nation Funding Agreement (DFNFA), the consequences would translate into a 25% funding
hold back on the overall cash flow.”
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10.3.1 Policy
DIAND’s Program compliance Strategy Directive helps fulfil DIAND’s accountability requirements
to Parliament as well as its obligations under the Financial Administration Act (FAA). It provides
review and verification guidelines to departmental staff on the expenditure of public monies by the
Administering Authorities for the management of socio-economic programs in the communities. This
includes providing support to Administering Authorities who administer the programs.
Principles
Everyone has the right to apply for Income Support, however in order to receive Income Support, an
applicant must be eligible within program policies.
It is the applicant’s responsibility to provide the necessary information to prove he or she is eligible
for Income Support.
It is the First Nation’s responsibility (through their Chiefs and Councils and administrative staff) to
manage Income Support in accordance with the applicable rules described in the Income Support
Policy Manual and to put in to place accountability mechanisms on the management of Income
Support to their members.
Chief and Council are invited to participate throughout the review, but at a minimum will be briefed
prior to the review, immediately after the review with preliminary results, and once the final report is
prepared (ideally, the report will be prepared within 10 working days.) Chief and Council are
responsible to undertake all necessary remedial action to ensure a return to full compliance.
Purpose
The purpose of conducting program reviews is to:
• enable the department to meet its accountability responsibilities to Parliament for the expenditure
of public funds under section 34 of the Financial Administration Act.
• determine and ensure compliance with rates and conditions as set out in the Income Support
Policy Manual
• provide support to First Nations administering authorities in the effective and efficient operation
of the Income Support Program.
• identifying the source of non-compliance to ascertain measures that can be taken to eliminate
such problems in the future.
10.3.2 Guidelines
The Social Assistance On Site Compliance Review Process Directive requires on-site compliance
reviews of every First Nation funded under a reimbursement-of-actuals regime are required at least
every 2 years.
Alberta Region continues to require that First Nations funded for actual cost must attach a copy of all
Budget & Decision forms with their monthly invoice/data. These documents are subject to a clerical
desk audit.
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10.3 Program Review
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10.3.3 Methodology
Compliance Review team can be composed of INAC employees; however other means to complete
the reviews are acceptable. Consulting and Audit Canada, or other suitable persons or firm may be
used to conduct compliance reviews.
1. In preparation for a compliance review, the First Nation Relation Program Officer shall:
• select a review team, and a date for the review;
• ensure that the First Nation is made aware of the review, the process and methodology used, and
that Chief and Council will be available;
• review statistical indicators such as dependency rates and department adjustments to First Nation
invoicing;
• select a sample of 10 % of the client list representing all categories of cases from the target month
and 100 % of Chief and Council for detailed review;
• ensure that the First Nation case list is cross-referenced to other income sources, including:
o provincial case lists
o case lists of other First Nations
o the post-secondary student list;
o the band employee list and list of Chief and Council;
o Employment Insurance from Human Resource Development Canada;
o child welfare case lists, if this information will be released by child welfare authorities for
this purpose;
o pension plans including Old Age Security, Guaranteed Income Supplement, Canada Pension
Plan;
o Assured Income For the Severely Handicapped
o Workers Compensation
These verifications should already be performed by Issuing Authorities and documented on the client
file. Chief and Council may wish to verify that this is the practice and the program review would
provide verification on a sampling basis. If the First Nation workers have not performed the
verifications, they will be performed on a comprehensive basis as part of the program review.
2. The standard for client files is accurate completion of all case documentation:
•
•
•
an application form;
a Budget & Decision form, including appropriate rates and overpayment recoveries;
all supporting documentation such as medical reports, rent reports and CMHC agreements,
heating and utility invoices, special needs documents, employment search documentation,
Employment Insurance reports and other information verifications obtained by the issuing
authority;
• initial case recording that clearly indicates why the client is eligible for Income Support benefits;
• an Employment Readiness Assessment
• a Case Plan
• effective progress reporting.
If this standard is not met, the issuance is not in compliance to regional policy and remedial measures
are required. Review of client files is not restricted to the target month of issuance and may be
retroactive as required by circumstances.
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10.3 Program Review
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SEE
Chapter 10.1.1 Personal and Family Records
3. The program review shall include a review of financial, human resources, program
administration, and management at the First Nation.
4. The information gathered during the review process will be analyzed to determine the level
of compliance and the resulting information is provided to Chief and Council along with the
review report.
10.3.4 Non-Compliance
Significant non-compliance would apply to programs categorized as “substandard” or “unacceptable”
according to the national compliance indicators. A substandard rating would include programs
reviews that identified entitlement errors, missing client documentation to support payments, or
payments that were above or below authorized rates. An unacceptable rating would include program
reviews that identified client eligibility errors, including missing, incomplete, or unsigned B & D
forms for clients receiving assistance.
10.3.5 Action Plans
In response to program review findings, First Nations under Comprehensive Funding Arrangements
(reimbursement) are required to submit action plans and follow up on the commitments in the action
plans to address program deficiencies.
Principles
• Completion of an action plan is the First Nation responsibility.
• First Nation action plans are an integral component of program compliance reviews. Not
submitting an action plan can be considered a reporting issue; the First Nation is delinquent in
submission of a report.
• Action plans will include short and long term activities intended to remedy the program
deficiencies.
• Program deficiencies can be the result of two factors – capacity and will:
o capacity issues may be addressed through training and support
o willingness (program or political) to operate a program in accordance with policies will
require a different type of intervention.
• Departmental intervention related to action plan submissions and implementation will be
incremental and will require senior management support.
First Nation Procedures
• An action plan will be required within 30 days of submission of the final program review report to
the First Nation.
• Activities identified in the action plan are required to be implemented as outlined in the action
plan
INAC Procedures
• First Nations will be advised of the requirement of an action plan within 30 days in the cover
letter accompanying the review report
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10.3 Program Review
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At the same time the First Nation will also be advised in writing of any immediate actions taken
by INAC (e.g. deletion for reimbursement of persons found resident off reserve). Immediate
actions will only be for clear breach of policy where an expenditure is found to be ineligible. In
all other cases the First Nation will have an opportunity to remediate program deficiencies (e.g.
develop and implement the action plan)
Response will be incremental:
o Immediately and until action plan is received: no approval of new initiatives in social
development (e.g. Employment Project Transfers until the action plan is received.
o 30 Days overdue and until action plan is received: No approval of any new initiatives in the
region (e.g. Education Reform, Youth Strategy)
o 60 days overdue and until action plan is received: Suspension of social development
discretionary funding (e.g. Preventative Social Services or Service Delivery)
o 90 days overdue and until action plan is received: suspension of all discretionary funding.
First Nation communication on the requirement of the action plan and INAC response at each
stage will be a joint Field / Program Officer responsibility and will be directed at the First Nation
level to the Income Support Director, the Band Manager / CEO, and Chief and Council
Implementation of the action plan
• INAC will follow up on review results within 3 – 6 months of the due date for the action plan.
(follow up will occur no later than 6 months)
• If the follow up review identifies the same issues (deficiencies) (no First Nation implementation
of the action plan), the response (intervention model) outlined above will be followed in the same
sequence.
• Alternatively, or as a last level of intervention, INAC may implement co-management or 3rd party
management. (This response would be appropriate where the program issues relate to political
will / interference.)
10.3.6 Program Fraud
Any circumstances giving indication that fraud may have occurred must be referred to the Royal
Canadian Mounted Police for investigation. It is preferable that the matter be referred by the Chief
and Council, however, in default of their action; INAC is obligated to make the referral.
Appendix 1
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1) Preamble
It remains at the discretion of the individual First Nation or Tribal Council to decide if this program
will be administered under Income Support or Child and Family Services.
Parents are responsible for the care and maintenance of their children, unless such rights and
responsibilities have been terminated by legal process. The private placement of a child with another
person does not relieve the parent(s) of these responsibilities. In exceptional circumstances, where
placement of a child with another person is necessary for sound social reasons and the parent does not
have the resources to provide entirely for the child's maintenance, COPH Basic Allowance may be
paid if the child is receiving adequate care. COPH Basic Allowance is not intended to meet the basic
needs of life for the child. Payment of such an allowance is not intended to relieve the parent of legal
responsibilities toward the child, nor does it place the legal responsibility for the child’s physical and
emotional well-being on the Issuing Authority/Case Worker.
This program does not assess the suitability of care givers, as they would have been granted private
guardianship and/or custody through either the Family Court or Court of Queens Bench, or the
parents would have consented to the caregiver to provide for the child. The COPH consent form that
the parent/guardian must sign is only for the purpose of this program and does not act as legal consent
for the caregiver to become the guardian for the child.
Child Out of Parental Home (COPH) Program is not intended to be a form of long-term support for
children; however, allowances may be paid for the duration of the period that the need exists. COPH
is not to be used as a substitute for the provisions of the Child, Youth and Family Enhancement Act.
Care Givers in Receipt of Income Support Benefits
Where the care giver is in receipt of Income Support benefits, the care giver may choose to:
a) receive COPH Basic Allowance for the child, or
b) include the child as a dependant on the income support file, and receive income support
benefits for the child. The care giver and the Issuing Authority/Case Worker will decide if the
child will be included as a dependant on the income support file, or if COPH Basic Allowance
will be issued.
In either of the above situations, if the care giver is on Income Support, they may be eligible to
receive Special Needs benefits (Chapter 7 - INAC Regional Income Support policy manual) on behalf
of the child. If the caregiver is not in receipt of income support benefits, they are only eligible for the
Special Needs relating to child care expenses and Non-Insured Health Benefits detailed in section 7
of the COPH policy.
The remainder of this section is also available in Chapter 2.2.3 of the INAC Regional Income Support
Manual.
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Guiding Principles
• The Income Support client/guardian chooses whether the child is added to the Income
Support file and counted as part of the household unit (case file) or receives benefits under
the Child Out Of Parental Home (COPH).
• A request for an investigation by Child and Family Services is only appropriate if there is
a question about the suitability of the placement
ELIGIBILITY
A child can be added to an active Income Support file when the child’s parents are unable or
unwilling to properly care for their child. The client/guardian is expected to access all resources
available to assist in the support of the child including child maintenance payments (Child Support
Services).
If either one of the child’s birth or adoptive parents is willing to care for or provide full financial
support for their child, the child is not added to the Income Support file.
School age children are expected to be in full time attendance in school.
Child and Family Services
If the child is in the custody of Child and Family Services Income Support benefits are not issued.
Parental Consent Letter
Before a child is added to an Income Support file, the birth or adoptive parents of a child provide a
signed and dated letter outlining the following:
• The parent's full name, address, and phone number
• Reasons why the child is placed with the client/guardian and cannot live with the parents
• Anticipated duration of the placement with the client/guardian
• Parent's ability and willingness to pay child support
• Consent from the parents authorizing the client/guardian to care for the child
• Resources available for the child (e.g. CPP Orphan's Benefit, Canada Disability Benefit
(CTB)maintenance payments, or other responsible parent)
A parental consent letter is required from:
• Both birth or adoptive parents, if they live together, OR
• Both birth or adoptive parents if they are not living together but have shared/joint custody,
OR
• One parent if that parent has sole legal custody
A consent letter is not required:
• When a legal guardianship is in place
• If the parents are deceased and the Issuing Authority/Case Worker is satisfied that the
placement is stable
• From both parents if every effort has been made to contact both parents but one parent's
whereabouts is unknown
If a consent letter is not provided by the parents and is required, Income Support benefits are not
issued until a recommendation is made by Child and Family Services.
Appendix 1
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IDENTIFICATION
The identity of the child is substantiated by providing a document, which contains their full name and
birth date. (e.g. birth certificate, Personal Health Card (PHC) or school records)
2) Intake/Eligibility
Application for COPH Allowances may be approved in conjunction with the following criteria.
a) The plan is in the best interest of the child. The parent(s)/legal guardian(s) shall be involved in
the planning for the child and must sign a consent to the placement.
SEE
COPH Section 9.j Documentation
b) The parent(s)/legal guardian(s) should be encouraged to pay all or part of the costs of
maintenance of the child. A caregiver can pursue a maintenance order to receive financial
supports from the parent/legal guardian. The child will remain eligible for COPH while waiting
for the maintenance order to be processed.
c) The child:
i.
is attending school or training regularly and on a full-time basis.
ii. has an actual or average income of less than $1000 per month.
iii. if 16 -18 years of age, is seeking employment or training if not in school full-time
d) Income and assets of the child are considered in determining eligibility.
SEE
COPH Section 3 Income and Assets
e) The home of the care giver is a suitable environment in which the child will receive affection,
supervision, and good physical care.
f) The caregiver is the legal or private guardian of the child.
g) The child is residing with the caregiver 7 days per week, unless there is a confirmed transitional
plan in place to return to the parental home.
h) Continued and determined efforts will be made to resolve problems and reunite the family.
i) Care givers must obtain the parent's written consent to the placement and should receive
permission to act for the parents in authorizing services essential to the health and well-being of
the child. The alternative is formal application for legal guardianship or private guardianship.
SEE
COPH Section 9.f and j Documentation
j) If the Issuing Authority/Case Worker has concerns about the suitability of the placement, the
matter should be referred to Child and Family Services for assessment.
COPH allowances shall not be paid if:
• a natural parent is a member of the household in which the child resides. An exception is
made when the child/youth has an infant and the biological parent of the youth is not
residing in the home.
• the child/youth is involved in a marriage-like relationship with the caregiver.
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3) Income and Assets
Determining Financial Eligibility
a) The following monthly income received on behalf of the child is used to determine
eligibility:
i.
INCOME - The child/youth’s income, including summer employment, is exempt
if the child is attending school on a full-time basis (3 or more courses), and will be
returning to full-time school in the immediate semester following the summer
break.
ii. TRUST ACCOUNTS - If a child has access to income from a trust account set up
in their name, this income must be included in determining eligibility for COPH
(even if the caregiver chooses not to access this income). The purpose of, and any
conditions tied to, the trust account should be confirmed before making any
decision regarding eligibility.
iii. ASSETS - The cash and liquid assets of the child or the caregiver are not
considered in determining eligibility.
Deductions from Basic Monthly Benefit
b) The following monthly income amounts are to be deducted dollar for dollar for the
purposes of calculating the amount of the basic monthly benefit.
i.
Payments for the child’s benefit from income earned by a trust account for the
child’s benefit;
ii. Support or maintenance payments for the child’s benefit from the child’s parent or
guardian;
iii. Payments received by the child or for the child’s benefit under the:
ƒ the Canada Student Loans Act
ƒ the Canada Student Financial Assistance Act
ƒ the Student Financial Assistance Act
ƒ Any other grant or bursary received by the child or for the child’s benefit
for education or training purposes (i.e. First Nations Post-Secondary
Support Program).
4) Continuing Eligibility
Continued eligibility for allowances will be based on annual evaluations of care provided and plans
for the future welfare of the child. It is essential that regular reviews of the placement be conducted
to ensure that plans are affected or modified as called for, and that the placement, if continued,
remains the best of the available alternatives for the child.
SEE
COPH Section 9.k Documentation
The Director of the program can request the Issuing Authority/Case Worker conduct a home visit to
determine the placement continues to meet the needs of the child.
The caregiver must immediately notify the Issuing Authority/Case Worker in writing if there is a
change relating to the following:
a) a change of address or phone number
b) the child leaves the caregiver’s home
c) the child starts/leaves school
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Child Out Of Parental Home (COPH)
d)
e)
f)
g)
h)
the child starts/ends employment
a change in the income received by the caregiver on behalf of the child
a change in the caregiver’s ability to care for the child
the child’s parents move into the caregiver’s home
any other change that may affect entitlement to the benefit.
5) Responsibilities
INAC and First Nations employees administering this program must not assume any legal
guardianship responsibility and would not be involved in making decisions which have legal
implications affecting the care or guardianship of the child.
Issuing Authorities are responsible to:
• refer child protection/intervention concerns to Child and Family Services
• review all documents and information provided to determine eligibility
• process financial payments from information provided during the intake process based on
COPH policy and applicable basic benefit rates
• obtain and review appropriate documentation for any supplementary benefits or services
provided to the child
• manage ongoing issuance of benefits, including the review and processing of client
information
• manage and document the information collected through the annual eligibility/review process
• maintain, and document, ongoing communication, as required, with caregivers and applicants
• make appropriate referrals to assist the caregiver in accessing other resources as needed
• manage the collection of overpayments and recoveries
• include COPH files as part of the Income Support or Child and Family Services program
review process
6) Benefits
COPH Basic Allowances are:
COPH Basic Allowance for Children 0 – 11 years of age
COPH Basic Allowance for Children 12 – 17 years of age
$105
$148
This basic allowance is used to assess program eligibility based on income received on behalf of the
child. Once eligible for the COPH Basic Allowance, the child may be eligible for COPH
Supplementary Benefits.
SEE
COPH Section 11.7 Supplementary Benefits
When the average monthly income received on behalf of the child exceeds the $105 or $148 COPH
Basic Allowance, the child is not eligible for COPH. If the amount of entitlement remaining after
deductions is equal to $1.00, the child is eligible for the program and the supplementary benefits. A
parental contribution towards the child's maintenance must be deducted from the entitlement.
Appendix 1
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EXAMPLE 1 – Child - age 15, in school full-time, earning $50 a month delivering flyers, and is
living with a friend of the family. There is a monthly child support payment of $125 per month.
COPH Basic Allowance
Monthly income delivering flyers
Monthly child support
Monthly earned income of Caregiver
Eligible COPH Basic Allowance amount
COPH Supplementary Benefits
$148
$50 (exempt) See COPH Section 3.a.i Income and Assets
$125 (not exempt) See COPH Section 3.b.i Income and Assets
$2500 (exempt) See COPH Section 3.a.iii Income and Assets
$23 ($148-$125=$23)
Annual Supplementary Enhancement Benefit and Child Care
Expenses (where applicable)
The child is eligible for COPH as he is:
a. less than 18 years of age
b. is in school full time
c. has a monthly earned income less than $1000 per month
d. child support payment in place of $125 per month
EXAMPLE 2 – same as Example 1, however, the child support benefits have been increased to $150
per month and exceed the COPH Basic Allowance of $148 per month; therefore, the child is no
longer eligible for COPH.
COPH Basic Allowance
Monthly income delivering flyers
Monthly child support
Monthly earned income of Caregiver
Eligible Core Basic Allowance amount
COPH Supplementary Benefits
$148
$50 (exempt) See COPH Section 3.a.i Income and Assets
$150 (not exempt) See COPH Section 3.b.i Income and Assets
$2500 (exempt) See COPH Section 3.a.iii Income and Assets
$0 ($148-$150= -$2) – not eligible for COPH
Not eligible - see COPH Section 7 Supplementary Benefits
The care giver must apply to receive the Child Tax Benefit for the child or children.
The First Nation Issuing Authority/Case Worker must complete the “COPH Verification” form
attached to this appendix.
The client must file a CCTB application.
7) Supplementary Benefits
Once eligible for the COPH Basic Allowance, the child may be eligible for the COPH Supplementary
Benefits identified below.
7.A) Child Care Expenses for COPH Caregivers who are Income Support Clients
For policy relating to child care, please refer to the following sections of the INAC Regional Income
Support Policy Manual.
SEE
Chapter 3.1.3 Child Care for Employment
Chapter 7.2 Child Care Other than for Employment
Chapter 7.5 (C) Emergency Allowance – Child Care
Chapter 7.11 Child Care for Learners
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7.B)
Child Care Expenses for COPH Caregivers who are Not Income Support
Clients
For employed persons who are not Income Support clients, and who are guardians/caregivers for
children under the COPH program, reasonable child care expenses are issued as an allowance. To be
eligible for any COPH child care benefits (regulated or private babysitting), all caregivers in the
home must have a demonstrated need for childcare for the following reasons: seeking employment,
employed, medical reason, or attending school.
Guiding Principles
• It is expected that parents/caregivers make arrangements with family, friends and neighbours for
the care of children on a mutual exchange arrangement whenever possible.
•
The least costly child care option is encouraged taking into account safety and well being
requirements of the children.
Applicable Allowance Rates
• Private Child Care/Babysitting:
ƒ Actual, reasonable cost of private babysitting up to a maximum of $300 per month,
regardless of the age of the child.
ƒ The private child care provider cannot be a relative of the child, or an individual who
resides with the child. Exceptions for relatives not residing with the child may be
made for reasons relating to the geographic location of the caregiver’s residence
and/or the caregivers hours of employment. The Issuing Authority/Case Worker may
contact the INAC Regional office if there is uncertainty about a client’s eligibility.
•
Regulated Child Care:
ƒ Caregiver eligible for maximum daycare subsidy - COPH will cover the parent
portion costs for caregivers who are eligible for maximum daycare subsidy
ƒ Caregiver eligible for less than the maximum daycare subsidy - COPH will pay the
difference between the total childcare cost and the caregiver’s subsidized amount, up
to an amount equal to the maximum daycare subsidy.
ƒ Caregiver not eligible for daycare subsidy – COPH will cover the parent portion
costs for caregivers who are not eligible for the daycare subsidy up to $300 per month.
•
Out-of-School Care:
ƒ COPH will pay up to a maximum of $300 per month for child care expenses for
children under the age of 12 requiring out-of-school care.
ƒ
Where caregivers receive a subsidy, COPH will pay the difference between the actual
child care costs and the subsidy up to $300 per month. Caregivers must provide
written substantiation providing the rationale for children 12 or older requiring out-ofschool care. The Issuing Authority/Case Worker may contact the INAC Regional
office if there is uncertainty about a client’s eligibility.
Appendix 1
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•
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Lunch Programs:
o Where applicable, allowances to pay for actual school lunch program fees may be issued if:
ƒ the caregiver is employed or attending school during the day and not at home at lunchtime
ƒ the child is bussed school and is unable to come home for lunch
Substantiation
A receipt or written statement from the childcare provider containing:
• The provider's signature
and
• Monthly cost
•
Clients advise the Issuing Authority/Case Worker of changes in their childcare needs.
Authority
Issuing Authority
Deposit and Registration Fee
The actual cost of a refundable deposit and/or registration fee for a day care/licensed day home is
provided when required to a maximum of one month’s childcare fee.
Substantiation
A written statement from the day care/licensed day home stating the amount of the deposit and/or
registration fee.
Forfeited Deposit
When the caregiver forfeits a refundable deposit, the Issuing Authority/Case Worker does not issue
subsequent deposits.
Refunded Deposit
A refunded deposit must be returned to the Issuing Authority/Case Worker upon receipt. If the
caregiver anticipates that a future deposit will be required for daycare, the refund can be retained by
the caregiver and applied to the future deposit. In the event that a caregiver receives and retains a
refunded deposit, no additional daycare deposits will be issued unless there is a discrepancy in cost
between the refunded amount and the new deposit amount. In the case, the Issuing Authority/Case
Worker would issue an amount equal to the difference.
Appendix 1
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7.C)
Special Needs for COPH Clients Whose Caregivers are Income Support
Clients
A caregiver who is in receipt of Income Support benefits may be eligible to receive Special Needs
benefits (Chapter 7 - INAC Regional Income Support policy manual) on behalf of the child regardless
of whether the child is included as a dependent on the income support file, or the care giver is in
receipt of COPH Basic Allowance. The issuance of Special Needs for COPH clients whose
caregivers are Income Support clients remains at the discretion of the Director of the Income Support
Program, who may choose to consult with the INAC Regional office for further clarification on
situations that may not be detailed in this policy.
7.D)
Special Needs for COPH Clients Whose Caregivers are NOT Income Support
Clients
Unless otherwise indicated, COPH caregivers who are NOT Income Support clients are only eligible
for the following Special Needs identified in Chapter 7 of the INAC Regional Income Support Policy
Manual:
ƒ 7.3 Non-Insured Health Benefits – in situations where the child is non-status and is
resident on-reserve. Treaty status children are expected to have medical expenses covered
by the First Nations and Inuit Health Branch (FNIHB).
7.E) Annual Supplementary Enhancement Benefit
Each child participating in the COPH program will be eligible for a benefit of $200 (which does not
need to be paid all at once). This benefit is intended to supplement/offset the cost of a variety of
expenditures which will immediately benefit the child in care (this benefit cannot be used for food
and shelter)
• Every child is eligible for this benefit once per fiscal year (April-March)
• Expenses can include recreational costs, school-related expenses not covered by the education
program, etc.
• The $200 can be applied towards the cost of the care giver obtaining a Maintenance Order to
receive child support payments.
The caregiver must indicate to the satisfaction of the Issuing Authority/Case Worker that the benefit
will be used to the advantage of the child. There is discretion to deny the benefit if the request is not
for the purpose of immediately assisting the child in a specific manner.
Requests for the benefit are to be submitted to the Issuing Authority/Case Worker indicating details
of the amount required and the reason for requiring the assistance which must be explained as a direct
benefit to the child.
The Issuing Authority/Case Worker must keep the intent of the benefit on the client file. Receipts
may be required at any time at the discretion of the Issuing Authority/Case Worker.
Appendix 1
Child Out Of Parental Home (COPH)
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8) File Closure
The file must be closed when:
ƒ The child and caregiver are no longer residing together, or
ƒ The child does not reside with the caregiver 7 days per week unless there is a
confirmed transitional plan in place to return to the parental home.
ƒ The Issuing Authority/Case Worker cannot contact the care giver, or
ƒ The child or caregiver no longer meets the eligibility requirements for the
program
9) Documentation
A Child Out of Parental Home Application form must be completed by the Issuing Authority/Case
Worker and approved by the supervisor of Tribal Council or First Nation Income Support Program.
Allowances shall be paid to the care giver and a Budget and Decision Form shall be completed.
A file shall be opened for each applicant and shall contain information as follows:
a) An application form;
b) A consent form signed by the parents/legal guardians;
SEE – COPH Section 9.j
c) The circumstances of the child at the time of initial application;
d) A report on each visit to the home of the care giver;
e) An assessment of the plans for the future of the child;
f) The circumstances and whereabouts of the parents;
g) Legal or private guardianship order, if applicable;
h) The involvement of the parents in planning for the future of the child;
i) The involvement of the parents in maintaining the child;
j) If the whereabouts of the parents are unknown, relevant data concerning the parent's identity and
last known address shall be reported;
SEE – COPH Section 2.a and h
COPH Section 9.b
k) Annual review and assessment reports. Including case plans for the future of the child.
l) Copy of the Guardian “CCTB Notice” from Canada Customs and Revenue Agency.
Appendix 1
Child Out Of Parental Home (COPH)
END CARE / CHILD OUT OF PARENTAL HOME (COPH) VERIFICATION
I_______________________________________________________ verify that:
(Issuing Authority/Case Worker)
Child/ren
D.O.B.
Previous Caregiver
(Name and S.I.N.)
______________________ ___________ ________________________
______________________ ___________ ________________________
______________________ ___________ ________________________
is/are currently in the care of:
____________________,______________of________________,
(Caregiver)
(S.I.N.)
(Address)
____________________, Alberta as of __________________, 2____.
(Town)
(Date)
The above Child/ren will be in the care
of__________________________for________________.
Caregiver)
(Length of Time)
__________________________________ ________________________________
Issuing Authority/Case Worker (signature)
Caregiver (signature)
_____________________, 2_____
(Date)
____________________, 2___
(Date)
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