Ongoing reviews for Child Protection and Supporting People at Risk Income Management 103-01040090

A review of priority needs assessment must be completed in the following circumstances:

• when there is a change in the customer's circumstances, for example, change of address
• when Work Item has been raised that indicates a customer’s Income Management should be reviewed due to a change in circumstances, see Income Management and BasicsCard Work Items, or
• when the customer requests a review

The customer's most recent and historical priority needs discussions can be viewed from the Income Management menu by selecting:

• Income Management Summary screen. Under the Expenses block open the Priority Needs Expenses twisty to display the most recent discussion details. Select the Priority needs expenses history hyperlink to view details of all previously recorded discussions, or
• Manage Expenses then Expense Management summary screen. Select the Priority needs hyperlink from the History menu. This will display the Priority Needs Expenses screen pre-populated with the most recent discussion details. Historical discussions can be viewed by selecting the relevant radio button from the Priority Needs Discussion History list

Note: a State or Territory Child Protection Authority may have recommended where income funds should be directed. This will be displayed on the Priority Needs Expenses screen (accessed via the Expense Management summary screen). Service Officers are not required to comply with these recommendations, however should document how these needs will be met when conducting a review of priority needs.

For further information see Changes to Income Management priority needs.

For Income Management Contact Officers (IMCOs) only.

A review of Income Management must be undertaken with the Income Management referring authority (State or Territory Child Protection Authority) approximately 35 days before the customer's Income Management period is due to end.

The purpose of this review is to discuss the customer's progress to date, and for the referring authority to advise whether Income Management will be extended. If this is the case a new Notice to Commence Income Management will need to be lodged through the Business Hub.

To arrange a review with the referring authority, go to Step 3.

For Income Management Contact Officers (IMCOs) only.

A review can be organised either over the phone or via email using an Outlook meeting invite to the case worker at the Income Management referring authority.

Arrange the review as close as possible to the customer's next contact interview.

How to arrange meeting through Outlook:

• Open Outlook (positional mailbox if available)
• Select New Items then select Meeting from the dropdown menu

On the Meeting page:

• Type case worker's email address in the 'To' field
• In the 'Subject' field type the following:
• Income Management Mid Point Review
• In the 'Location' field type 'phone hook-up'
• In the 'Start time' enter the date and start time of the meeting
• In the 'End time' field enter the same date and end time of the meeting
• In the body of the meeting invite type the following:
• Review/Pre-exit Review of Income Management. This meeting will be conducted via phone and I will call you on (insert number). Kind Regards'
• Select Send

Note: customer details are not to be disclosed in emails or meeting invites.

To conduct a review with the referring authority, go to Step 4.

For Income Management Contact Officers (IMCOs) only.

Contact the Income Management referring authority at the agreed time and discuss the customer's individual circumstances.

Ask what decision has been made following this review.

Note: the referring authority may not make a decision at this contact.

Possible outcomes:

• continue Income Management
• early exit (notification from referring authority required)
• Income Management end date reached
• extend Income Management from original end date (notification from the referring authority required)
• customer be offered an Unrestricted Cash Payment (UCP) (notification from the Child Protection authority required)

Possible actions

Take appropriate action if required, for example:

• consider option of UCP and discuss with customer
• extend Income Management
• exit Income Management early

Note: IMCO may be required to update the customer’s record where automated processing does not occur. For more information see Actioning Business Hub requests.

For Income Management Contact Officers (IMCOs) only.

This is a review initiated by the Income Management referring authority.

The referring authority should contact the IMCO prior to revoking a notice, to discuss Income Management for the customer they are wishing to revoke.

The IMCO is to discuss the outcomes of Income Management to date and the implications of the decision to revoke the customer's Income Management.